Set 1 Flashcards
Northern Tral Outfitters wants to migrate its Sales Territories to a new structure for the upcoming fiscal year.
Which aspect should a consultant consider for this migration?
A. Only one territory model can be active at any given time.
B. Territory user assignments are migrated to the new model.
C. Access to model is controlled through profiles or permission sets.
Only one territory model can be active at any given time.
When addressing challenges within Cloud Kicks’ Sales Cloud project, which approach should a consultant prioritize to extend declarative development effectively?
A. Practice standard Salesforce features to manage costs while ensuring project success.
B. Assess project requirements to determine if custom development or third-party apps are needed, considering budget and resources.
C. Opt for custom development, weighing long-term scalability and maintenance against quick solutions.
Practice standard Salesforce features to manage costs while ensuring project success.
A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account. What should the consultant recommend to allow Account owners to selectively share an Account’s Contacts with Opportunity owners?
A. Add Opportunity owners to the Opportunity Team and configure Contact sharing.
B. Add Opportunity owners to the Account Team and configure Contact sharing.
C. Transfer Contact ownership from themselves to the Opportunity owner.
Add Opportunity owners to the Account Team and configure Contact sharing
The admin at Universal Containers is attempting to retire a Product that is being replaced by a newer version, but they are receiving an error because the Product is associated with an Opportunity. What should the consultant recommend to resolve the issue most efficiently?
A. Create a flow to delete the product from the Price Book.
B. Archive the product and each related Price Book entry.
C. Edit the product record and uncheck the Active checkbox.
Edit the product record and uncheck the Active checkbox.
Universal Containers has implemented Salesforce for all of its sales reps. All sales reps are required to select the win or loss stage on every closed opportunity. Managers like to measure the win ratio for all of the sales reps. How should a consultant meet the requirement?
A. Ensure that all managers have access to the standard Win report.
B. Create a custom report on Opportunities with custom summary formulas to show the win ratio.
C. Create a custom formula field on Opportunity to capture the win ratio for opportunities.
Create a custom report on Opportunities with custom summary formulas to show the win ratio.
Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasts to all sales users.
What should consultant consider when rolling out forecasts?
A. A single Category or Cumulative Forecast Rollup should be defined.
B. Multiple forecast Type must be created & activated
C. Opportunity splits must be enabled at the same time.
A single Category or Cumulative Forecast Rollup should be defined.
The Cloud Kicks marketing team purchased a marketing automation tool and is implementing a lead qualification process. The sales director provided key attributes and activity history of the ideal lead. What should the consultant do to help marketing improve the process?
A. Create reports based on the sales metrics provided in the marketing automation tool and train marketing users to identify and qualify leads.
B. Develop the Lead score and grade in the marketing automation tool to automatically determine when a lead should become qualified.
C. Set up the marketing automation tool to send prospects to the sales director and ask sales reps to assist in the qualification process.
Develop the Lead score and grade in the marketing automation tool to automatically determine when a lead should become qualified.
Cloud Kicks is utilizing Advanced Currency Management. The sales director submitted a request to display to total amount of all the open opportunities related to the Account page layout.
How should the should consultant implement a solution to meet the requirement?
Options:
A.
Use a record-triggered flow to set the value on the account.
B.
Create a roll-up summary field on the Account object.
C.
Use a custom formula field on the Opportunity object.
Use a record-triggered flow to set the value on the account.
Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has closed the most deals in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few of them. Which action can forecast managers perform?
A. Share the forecast with any Sales Cloud user.
B. Add territory forecasts to the hierarchy.
C. Add a Forecasts tab to the Sales app.
Share the forecast with any Sales Cloud user.
Sales leadership at Universal Containers is concerned that sales reps are negotiating deals with contacts without the authority to make a decision, resulting in lost deals.
What should the consultant recommend to resolve the issue?
A. Allow sales reps to mark the contact on each opportunity as “Primary” to indicate the decision maker.
B. Require sales reps to add the stakeholder as the decision maker on each opportunity before the rep can progress the stage.
C. Enable Opportunity Teams so sales reps can track the decision maker for each opportunity.
Require sales reps to add the stakeholder as the decision maker on each opportunity before the rep can progress the stage.
Universal Containers uses Sales Territories and is working with a consultant to reassign Accounts into new territories.
Which attribute of Sales Territories should the consultant consider when developing the new territory model?
A. The system administrator profile is required to run territory planning reports.
B. The model must be activated in order to view reassigned accounts.
C. All account assignment rules should be run when the model state is set to “Planning.”
The model must be activated in order to view reassigned accounts.
The admin at Universal Containers has been getting complaints from sales reps about duplicate Leads within Salesforce. The admin has already set up a matching rule for Leads.
What should the consultant recommend to resolve the issue?
A. Change the criteria for the standard Lead matching rule.
B. Confirm the custom Lead matching rule is activated.
C. Confirm the standard matching rule is deactivated.
Confirm the custom Lead matching rule is activated
Cloud Kicks wants to assign territories in bulk to Opportunities. What should the consultant do to meet the requirement?
(A) Update Opportunity sales team with territory assignments.
(B) Schedule auto-assignment in the territory model.
(C) Run the filter-based Opportunity territory assignment.
Run the filter-based Opportunity territory assignment
Universal Containers (UC) has an Account Hierarchy of customer accounts, with parent accounts representing corporate headquarters and child accounts representing franchises. The VP of sales believes that many franchises are missing from UC’s Sales Cloud org because sales reps are unaware of them.
What should the consultant recommend to fill in the missing franchises?
(A) Use Sales Engagement to add an External ID to the data.
(B) Implement a data enrichment package from AppExchange.
(C) Download the Data Quality Analysis Dashboard from AppExchange.
Implement a data enrichment package from AppExchange.
Cloud Kicks’ (CK) global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. CK wants to
generate accurate reporting directly in Sales Cloud.
After enabling Advanced Currency Management, what should the consultant do next?
Options:
A. Update currency values manually on a weekly basis.
B. Show deal values in a user’s default currency.
C. Adjust currency conversion dynamically based on date range.
Adjust currency conversion dynamically based on date range.
Cloud Kicks is running a campaign for the Shoe of the Month club. Sales management wants to use Campaign Influence features with Opportunities to attribute a percentage of success to influential campaigns.
Which feature will allow for revenue share with standard and custom attribution models?
(A) Create a reporting snapshot for Campaign Influence.
(B) Use Customizable Campaign Influence for reporting.
(C) Create a formula field to track Campaign Influence.
Use Customizable Campaign Influence for reporting.
An executive at Cloud Kicks (CK) has asked its admin to create a diagram showing the high-level processes within the business. CK plans to use the diagram to show the context of a new process within the overall business.
What should the admin create to meet this requirement?
(A) Capability Model
(B) Detailed Process Mapping
(C) Value stream map
Capability Model
A consultant for Cloud Kicks is migrating data from an on-premises system to Salesforce. The consultant has imported Account records and is attempting to import the associated Contacts using Data Loader, but the import has failed records. The error messages all read UNABLE TO LOCK ROW.
What is causing these records to fail?
(A) Updates to child records that have the same parent record are being processed simultaneously.
(B) Contact records should be imported in the same batch as Account records.
(C) An Apex trigger on the Account object is firing on insert and causing the Contact import to fail.
Updates to child records that have the same parent record are being processed simultaneously.
Cloud Kicks (CK) recently implemented Einstein Opportunity Scoring in its production org. CK is using the Amount field in its Opportunity Score model.
What will a user without access to the Amount field on the Opportunity object observe?
(A) The Amount field will display an error in the contributing factors section.
(B) The Opportunity Score field and the Amount field will be hidden for that user.
(C) The Amount field will be hidden from the contributing factors section.
The Amount field will be hidden from the contributing factors section.
Predefined groups of sales reps work collaboratively on Accounts in the Cloud Kicks (CK) sales model. Each group is also responsible for specific accounts. CK has organization-wide default access set to Public Read/Write for Accounts. CK discovered this caused issues with data quality where reps edited accounts outside their scope of responsibility. CK wants to allow reps to view any account, but restrict editing to only reps who are responsible for those specific accounts.
Which step should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?
(A) Create an account sharing rule to grant Read/Write access to all accounts.
(B) Change Account organization-wide defaults to Public Read-Only.
(C) Change Account organization-wide defaults to Private.
Change Account organization-wide defaults to Public Read-Only.
Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts without creating duplicate Contact records.
What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature?
(A) Create a junction object to link Accounts and Contacts.
(B) Designate a default account as the Contact’s primary account.
(C) Add account relationships on the Contact record.
Designate a default account as the Contact’s primary account.
Sales reps at Universal Containers receive leads that are generated from various channels. Lead quality varies greatly. Sales managers want the sales reps to focus on the leads most likely to result in a sale.
What should the consultant recommend to meet this requirement?
(A) Implement a lead scoring strategy.
(B) Create list views to filter on each lead source.
(C) Implement lead assignment rules.
Implement a lead scoring strategy.
Cloud Kicks (CK) has requested a Statement of Work (SOW) that clearly details who will train users on new features and how the training will be delivered.
Which section of a SOW should the consultant discuss with CK to meet the requirement?
(A) Scope
(B) Background
(C) Terms and Conditions
Scope
Cloud Kicks rolled out Sales Cloud recently. The VP of Sales wants to display a view of internal and external data on the lifetime spend for each account on the Salesforce account detail page.
Which option should a consultant recommend to meet this requirement?
(A) Salesforce Data Pipelines
(B) Einstein Discovery
(C) Sales Engagement
Salesforce Data Pipelines
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 create customer segments with personas and scoring
B. To activate customizable sales forecasting and lead scoring
C. To use Salesforce Surveys to update customers’ data
To create customer segments with personas and scoring
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. Create a custom report type with Forecasting Quotas and Forecasting Items
B. Configure Quotas with a Product family report and add necessary fields
C. Create a joined report with closed Opportunities, Forecasting Items, and Quotas
Create a custom report type with Forecasting Quotas and Forecasting Items
Access to Opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of Opportunities:
Opportunities they own
Opportunities that are tied to accounts they own
Which action should a consultant take to meet the requirement?
A. Set organization-wide defaults for Accounts and Opportunities to Private.
B. Set Opportunity access on the role to View All Opportunities associated with the owner’s accounts.
C. Set organization-wide defaults for Accounts and Opportunities to Public Read-Only.
Set Opportunity access on the role to View All Opportunities associated with the owner’s accounts.
A consultant is working with Cloud Kicks (CK) on its initial Sales Cloud implementation. CK wants its sales reps to be able to use Sales Cloud to track accounts, contacts, and opportunities before its global conference in 4 months.
What should the consultant recommend to meet the requirement?
A. Implement Sales Cloud out of the box and iterate before the conference.
B. Reduce the scope and deploy Accounts and Contacts before the conference.
C. Set obtainable metrics, goals, and milestones before the conference.
Implement Sales Cloud out of the box and iterate before the conference.
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 a standard dashboard for Sales Cloud Einstein.
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. Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports.
B. Opportunity cross-object formulas always use the dynamic conversion rate for currency conversion.
C. Opportunity roll-up summary fields will update from the Opportunity Line Item object.
Opportunity roll-up summary fields will update from the Opportunity Line Item object.
Cloud Kicks (CK) has organization-wide defaults set to Public Read-Only for Opportunity. One of the Account Team roles at CK is Executive Sponsor. Account Team members with the Executive Sponsor role need Read/Write access to all child Opportunities.
How should the consultant meet the requirement?
A. Create a flow to grant Read/Write access to Opportunities.
B. Create an Account sharing rule to grant Read/Write access to Opportunities.
C. Create an Opportunity sharing rule to grant Read/Write access to Opportunities.
Create an Opportunity sharing rule to grant Read/Write access to Opportunities.
Cloud Kicks is implementing Sales Territories for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.
What should the consultant recommend?
A. Assign a Forecast Manager to each region.
B. Include the Forecast Manager field on the Account page layout.
C. Assign a role for each manager in the user role hierarchy.
Assign a Forecast Manager to each region.
Cloud Kicks recently purchased Salesforce, and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to forecasted amounts during the pipeline meetings is time-consuming, and it is difficult to review all of the committed opportunities within the meeting time.
What should the consultant recommend to help make meetings more efficient while making real-time forecast updates?
A. Tell reps to use the list view to move opportunities between stages.
B. Use in-line editing to update the forecast amount for records.
C. Modify multiple opportunities at one time in the Forecast page.
Modify multiple opportunities at one time in the Forecast page.
Universal Containers has implemented a lead qualification process that uses a lead scoring formula. Upon review, many of the converted leads with the highest scores had little interest in making a purchase.
Which modification to the current lead qualification process should a consultant recommend?
A. Increase points for actions that indicate intent.
B. Evaluate each record against the target marketing persona.
C. Include a measure for the number of marketing touches.
Increase points for actions that indicate intent.
Cloud Kicks has a Public Read Only Opportunity sharing model. A sales rep noticed they can edit some opportunities associated with accounts they own, but are unable to edit other opportunities associated with accounts they own. Which reason explains the sales rep’s experience?
A. Some opportunities associated with these accounts are owned by other users.
B. Sharing rules for Opportunities are set to a public group for managers.
C. The user is a member of an Account Team with Read/Write access on Opportunities.
The user is a member of an Account Team with Read/Write access on Opportunities.
What is a consideration when enabling Multiple Currencies?
A. Accounts, Opportunities, Leads, Cases, and Opportunity Product Schedules support multiple currencies reporting.
B. When Multiple Currencies is enabled, changes to exchange rates update the converted amount on all records except closed opportunities.
C. If any issues arise during implementation, Multiple Currencies can be disabled.
Accounts, Opportunities, Leads, Cases, and Opportunity Product Schedules support multiple currencies reporting.
Sales reps at Universal Containers want to know when a customer or prospect contact opens an email the reps sent so they can follow up with the contact shortly afterward. Which tool should a consultant recommend to meet the requirement?
A. Salesforce Inbox
B. Enhanced Email
C. Einstein Activity Capture
Salesforce Inbox
After creating a brand new sneaker Product object record for Cloud Kicks, the admin is unable to add this product to Price Books. How should the consultant resolve the issue?
A. Add the product to a price schedule.
B. Edit the sharing settings of the Product object.
C. Set a standard active price.
Set a standard active price.
Universal Containers (UC) sales reps want to be assigned quality leads. Which action should the consultant recommend to improve UC’s process to produce higher quality leads?
A. Identify business metrics and factors, then use picklists and formula fields to ensure data consistency.
B. Create a custom field on the Lead object to generate a lead score to determine lead quality.
C. Analyze historical data on closed leads and conversions to improve the quality of leads.
Analyze historical data on closed leads and conversions to improve the quality of leads.
Universal Containers is using Collaborative Forecasts and wants to show sales reps their individual numbers for opportunities they are predicted to win based on amounts for all forecast categories over the next quarter. What should a consultant recommend to meet this requirement?
A. Use a formula fields based on the forecast category.
B. Add the Forecast Summary component to the page.
C. Enable Cumulative Forecast Rollups.
Enable Cumulative Forecast Rollups.
The Contact Us form on the Cloud Kicks website creates leads that sales reps need to contact in a timely manner. The VP of sales wants to know when the lead status is still new a day after the lead was created. Sales reps want a simple way to contact these leads. Which action should the consultant take to meet the requirements?
A. Create a Lead list view filtered for “Lead created date not equal to TODAY” and “Status equals new.”
B. Create a Lead escalation rule with criteria “Lead created date not equal to TODAY” and “Status not equal to new.”
C. Create a dynamic report with a filter where “Lead created date is equal to TODAY” and “Status equals new.”
Create a Lead list view filtered for “Lead created date not equal to TODAY” and “Status equals new.”
At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assigned sales ops specialist and sales engineer have appropriate access to Accounts and Contacts. The organization-wide defaults (OWD) for Contact are set to ‘Controlled by Parent’. Which solution should the consultant recommend to share Contacts?
A. Add the Sharing button to the page layout so sales reps can share Contacts.
B. Set up Account Teams with defaults for each sales rep.
C. Change the Contact OWD to Private and create sharing rules to grant visibility.
Set up Account Teams with defaults for each sales rep.
Northern Trail Outfitters (NTO) wants to start tracking orders on accounts in Sales Cloud. NTO has hired a consultant to complete the project. What should the consultant take into account when implementing sales orders?
A. Contract Number is a required field on the Order page layout.
B. Order line items can be added or removed after an order is activated.
C. Orders can be activated for active and inactive contracts.
Contract Number is a required field on the Order page layout.
