Set 1 Flashcards
The sales director at Cloud Kicks wants to enable Person Accounts in its org. The sales director asked a consultant to evaluate the solution and present it to the sales team.
What should the consultant consider when evaluating Person Accounts?
A. Enabling Person Accounts requires a Public Read/Write sharing model.
B. Enabling Person Accounts is irreversible.
C. Person Accounts must have at least two record types.
Enabling Person Accounts is irreversible.
Universal Containers has hired a new employee for the global sales leadership team. The employee is interested in fostering friendly competition between account executives, with an emphasis on reinforcing activities that drive sales.
Which action should help support the sales teams?
A. Create a dashboard that displays the most sales closed by region using charts to show sales in green and lost opportunities in red.
B. Show a leaderboard on the regional sales dashboards highlighting the account executives who have created the most opportunities.
C. Show a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings.
Show a leaderboard on the regional sales dashboards highlighting the account executives who have created the most opportunities.
Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned.
Which solution should the consultant recommend when CK sets up the new account process?
A. Place the user in a separate role at the highest level of the role hierarchy.
B. Assign the Modify All Data permission to the user.
C. Add the user to a separate role at the lowest level of the role hierarchy.
Add the user to a separate role at the lowest level of the role hierarchy.
Cloud Kicks (CK) is starting to plan its first Salesforce Release. CK would like to put together a comprehensive preview of the release to communicate the upcoming changes and new features to the leadership team, stakeholders, and end users. CK has asked a consultant for guidance.
Which option should the consultant recommend?
A. Release in a Box
B. Release Matrix
C. Release Notes
Release Notes
Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas.
Which solution should a consultant recommend?
A. Configure Quotas with a Product family report and add necessary fields.
B. Create a Joined report with closed Opportunities, Forecasting Items, and Quotas.
C. Create a custom report type with Forecasting Quotas and Forecasting Items.
Create a custom report type with Forecasting Quotas and Forecasting Items.
The Cloud Kicks global sales team has asked for a simpler way to view and manage its opportunity pipeline. The team is often responsible for hundreds of deals at a time across multiple countries and currencies. The sales reps have suggested using the Kanban view.
What is a consideration when using the Kanban view?
A. It can display up to 10 fields per card.
B. It can summarize records by Currency fields.
C. It can show roll-up summary fields for Currency fields.
It can summarize records by Currency fields.
Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines.
What should the consultant do?
A. Create three account teams.
B. Create three opportunity stages.
C. Create three sales processes.
Create three sales processes.
During the requirements gathering workshops at Cloud Kicks, the project team and subject matter experts bring up new ideas to incorporate into the current project. Which best practice should the consultant use to refocus the meeting and stay on topic?
A. Remind the team of the purpose and scope of this project.
B. Incorporate the new ideas into the solution design.
C. Invite only the subject matter experts to subsequent workshops.
Remind the team of the purpose and scope of this project.
The sales director at Universal Containers wants to ensure that a custom field on the Lead object is excluded from Einstein Lead Scoring.
How should the consultant meet the requirement?
A. Clear the custom field values on Lead records.
B. Omit the custom field from the Scoring Model.
C. Remove the custom field from Lead page layouts.
Omit the custom field from the Scoring Model.
Cloud Kicks (CK) plans to implement Advanced Currency Management in Sales Cloud. CK has roll-up summary fields on the Opportunity.
What should CK consider when enabling Advanced Currency Management in its Sales Cloud org?
A. Opportunity roll-up summary fields will update from the Opportunity Line Item object.
B. Opportunity cross-object formulas always use the dynamic conversion rate for currency conversion.
C. Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports.
Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports.
The Discovery phase with Cloud Kicks (CK) has just ended.
CK wants a visual way to see how the new business processes will work. CK’s process is complex and requires multiple slides.
What should the consultant create to provide this high-level view?
A. Value Stream Map
B. Universal Process Notation
C. Capability Model
Capability Model
Sales reps at Cloud Kicks (CK) often receive important customer emails they want to log as records related to Contacts in Salesforce. CK has Office 365, as well as a policy that prevents users from installing anything directly on their computers.
Which solution should a consultant recommend to meet this requirement?
A. Einstein Activity Capture
B. Salesforce Inbox
C. Lightning Console for Sales
Einstein Activity Capture
A consultant received feedback that various sales teams are providing inconsistent updates to leadership about the progress of deals.
What should the consultant recommend for aligning processes and providing more reliable information about the pipeline to leadership?
A. Create a Sales Engagement report.
B. Customize Sales Path.
C. Enable Sales Forecasting.
Enable Sales Forecasting.
Sales managers at Cloud Kicks need to visualize all open opportunities within a 10-mile radius based on the location of the related account.
Which solution should a consultant recommend?
A. Leverage Salesforce Maps to show open opportunities on a Data Layer.
B. Create a dashboard that uses a report grouping opportunities by account location.
C. Enable Location Services and add the Account Address field to the Opportunity page layout.
Leverage Salesforce Maps to show open opportunities on a Data Layer.
Cloud Kicks has configured Account Teams and is ready to go live in production.
How should the consultant migrate the Account Team Members records to production?
A. Distribute them with packages.
B. Migrate them via Data Loader.
C. Deploy them with change sets.
Migrate them via Data Loader.
Cloud Kicks wants to enable sales reps to view an individual team member’s split percentage when the split percentage is less than 100% of the revenue amount.
Which attribution method should the consultant recommend?
A. Opportunity Percentage Split
B. Opportunity Amount Split
C. Opportunity Overlay Split
Opportunity Percentage Split
Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.
What is a justification for using AppExchange data services?
A. To use Salesforce Surveys to update customers’ data
B. To create customer segments with personas and scoring
C. To activate customizable sales forecasting and lead scoring
To create customer segments with personas and scoring
Universal Containers (UC) does business with a contact associated with a specific account with the contact role of executive. The contact is also on the board of a nonprofit that has requested a charitable donation from UC. UC wants to track the contact on both accounts.
What is the most efficient solution that the consultant should implement to meet the requirement?
A. Create a new lookup field on the Contact record.
B. Create a new Contact record related to the nonprofit account.
C. Enable the Contact to Multiple Accounts feature.
Enable the Contact to Multiple Accounts feature.
Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with open Opportunities are missing Contacts.
What should a consultant recommend to build this report?
A. Reporting snapshot
B. Roll-up summary field
C. Cross filter
Cross filter
A consultant is addressing Cloud Kicks’ performance measurement needs and overcoming challenges within Sales Cloud.
Which approach should a consultant adopt?
A. Collaborate closely with the customer to discern their specific performance measurement requirements.
B. Implement standardized performance measurement practices to ensure consistency across Sales Cloud.
C. Rely on general industry standards to determine performance measurement criteria and system architecture.
Collaborate closely with the customer to discern their specific performance measurement requirements.
Sales reps at Cloud Kicks are responsible for creating leads manually and uploading leads. The marketing department has noticed that some leads are missing important information.
Which functionality should the consultant apply to ensure that the main fields are populated?
A. Path with key fields
B. Required fields
C. Screen flows
Required fields
A consultant is initiating a Sales Cloud project for Cloud Kicks.
Which essential action should the consultant prioritize to ensure successful implementation and adoption?
A. Design end user training plan.
B. Set project milestones and establish key performance indicators (KPIs).
C. Develop Quality Assurance (QA) testing scripts.
Design end user training plan.
The consultant at Cloud Kicks has successfully implemented Einstein Lead Scoring. The VP of sales wants to see the effectiveness of this new functionality.
What should the consultant do to fulfill this request?
A. Create a custom report type for Sales Cloud Einstein records.
B. Add the Einstein prediction column to the forecast list view.
C. Add a standard dashboard for Sales Cloud Einstein.
Add the Einstein prediction column to the forecast list view.
Cloud Kicks acquired a company. The VP of technology wants to migrate all the sales data into Sales Cloud.
Which data migration sequence should the consultant recommend for the objects?
A. Opportunities, Products, Product Line Items, Cases, Leads, Campaigns, Accounts, Contacts
B. Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads, Campaigns
C. Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns
Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads, Campaigns
How can a consultant determine which capabilities of a Sales Cloud implementation are required during the Discovery phase?
A. Demo Sales Cloud to end users.
B. Establish KPIs for end users.
C. Observe end users.
Observe end users.
Cloud Kicks wants to streamline the approval process and give sales managers more efficient ways to approve opportunities in a timely manner.
Which strategy should the consultant recommend to improve Approval Processes?
A. Allow managers to approve or reject requests via an email.
B. Configure Einstein Opportunity Insights to approve requests.
C. Add a dashboard of pending approvals to the Chatter feed.
Allow managers to approve or reject requests via an email.
