HomeSalesforceSales Cloud ConsultantSalesforce Sales Cloud Consultant Exam Dumps (V14.02) – Help You Succeed in the Actual Salesforce Certified Sales Cloud Consultant Exam

June 5, 2024

Salesforce Sales Cloud Consultant Exam Dumps (V14.02) – Help You Succeed in the Actual Salesforce Certified Sales Cloud Consultant Exam

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1. Cloud Kicks just deployed Sales Cloud globally and wants to make sure that all of its users are using Salesforce.

How should the consultant determine if all regions are using Salesforce?

Assign all users to a region, build a report using user login history, and filter on region.

Create an Opportunity report per region, filtering by User.

Ask each regional sales manager to run the standard User Adoption report.

Install Salesforce Adoption Dashboards from the AppExchange and use the region chart.

2. The Cloud Kicks (CK) IT team wants to enable Person Accounts in its Salesforce org.

Which three prerequisites must be met before the consultant can enable Person Accounts? Choose 3 answers

User Profiles with Read access to Accounts must also have Read access to Contacts.

At least one Record Type should be created for Accounts.

The CK customer portal must be disabled to allow Person Account self-registration in the future.

The organization-wide default sharing is set so either Contact is Controlled by Parent or both Account and Contact are Private.

The organization-wide default for both Accounts and Contacts should be set to Public Read/Write.

3. Access to opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.

What are two actions a consultant can take to meet the requirement? Choose 2 answers

Set Territory Management to grant Read access to opportunities owned by others.

Set opportunity access on the role to view all opportunities associated with their accounts.

Set organization-wide defaults for opportunities to Private.

Set organization-wide defaults for opportunities to Public Read-Only.

4. Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stage reports often lack key information that sales managers expect at each stage because sales reps have yet to enter the data.

What should the consultant recommend so opportunity stage reports always contain the data managers expect?

Create an Auto launched flow to determine if required fields are missing.

Mark the fields as required on the Page layout.

Customize Path and create validation rules dependent on stages.

Configure Path by checking the Key Field Required checkbox.

5. An executive at Cloud Kicks (CK) has asked its admin to create a diagram to show the high-level process areas within the business. CK plans to use the diagram to show the context of a new area of the business within the overall business.

What should the admin create to meet this requirement?

Suppliers, Imports, Processes, Outputs, Customers (SIPOC) Diagram

Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram

Value Stream Map

Capability Model

6. Cloud Kicks’ global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion.

What are two use cases for enabling Advanced Currency Management that will allow the company to generate accurate reporting directly in Salesforce? Choose 2 answers

Adjust currency conversion dynamically based on a given date range.

Adjust currency rates on a set schedule.

Show deal value in a user's default currency.

Implement org-wide reporting that displays deal values appropriately.

7. Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly instalments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast easily.

What should the consultant recommend meeting the requirement?

Use Revenue Schedules to capture instalment payment plan details for each Product.

Create a Process Builder to create an Order for each instalment payment.

Add a custom field to the Quotes object to capture the number of instalments.

Set the default quantities to 12, 24, and 36 in a new Price Book for instalment sales.

8. Universal Containers wants to allow its Salesforce users to view and update customer billing information from the company’s invoicing system within a separate Salesforce org.

What should a consultant implement to meet this requirement?

Salesforce Connect and External Objects

My Domain and Single Sign-On

Ce Nightly scheduled Batch Data jobs

Workflow Rules and Outbound Messaging

9. 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.

Which two recommendations should the consultant make? Choose 2 answers

One set of opportunity stages

One record type

Three record types

Three sets of opportunity stages

10. Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points.

Which three approaches should a consultant use to learn about and empathize with the customer? Choose 3 answers

Embodying

Shadowing

Interviewing

Role Playing

Leading Workshops

11. A consultant is beginning a new project with Cloud Kicks to implement collaborative forecasting.

What should the consultant use to gather requirements using an Agile methodology?

Linear process

Quip spreadsheet

User stories

Forecast hierarchy

12. A sales manager at Cloud Kicks wants the sales team to stay informed about the team's progress in Quip.

Which approach should a consultant recommend?

Use Salesforce Chatter groups and enable access to the sales team.

Utilize Salesforce Notes standalone related list in Lightning Experience.

Connect a document or spreadsheet to a Slack channel.

Use Salesforce Chatter groups and restrict access to the sales team.

13. Cloud Kicks needs to associate some Contacts with many Accounts.

Which solution should a consultant recommend meeting this requirement?

Use the Contact roles related list on Accounts.

Add a custom Account lookup field on the Contact.

Use the Contact to Multiple Accounts feature.

Add Contact to the partners related list on other Accounts.

14. The admin at Cloud Kicks needs to understand the adoption of Salesforce Files and multi-factor authentication.

What should a consultant recommend analysing adoption?

Review the Setup Audit Trail.

Create a report for the Login History object.

Run the Salesforce Optimizer.

Open the Lightning Usage App.

15. Northern Trail Outfitters (NTO) has completed its annual planning and wants to update the territory assignments for all sales reps in its enterprise. NTO understands this can impact the current year closing due by the end of the quarter. The IT team is also planning a release of the new incentive management package that will be used by sales reps.

Which two considerations should the consultant consider when deciding on the timing of the release? Choose 2 answers

Testing changes to Territory Management and the incentive management package should be completed in a Full Sandbox before releasing to Production.

Changes to Territory Management need to be made in Production directly and can be completed without impacting users.

Installing a new incentive management package along with Territory Management changes may add high risk to the deployment.

Combining the Territory Management changes, and the incentive management package allows for mi faster ramp-up time for users.

16. Universal Containers has configured the Account organization-wide default (OWD) sharing as Public Read Only. All customer Accounts are owned by the customer success manager . When a customer calls support to update their contact information, the support agent on their Account team is unable to edit the Account.

Which approach should a consultant recommend allowing the support agent to edit the Account, while still enforcing the Public Read Only OWD?

The support agent should add themselves to the customer's Account team to grant Edit permissions.

The support agent should contact the customer success manager to update the Account.

The customer success manager should change the owner of the Account to the support agent.

The customer success manager should include the support agent on the default Account team with Edit permissions.

17. Cloud Kicks is migrating from its current CRM application to Salesforce in phases across various regions. The current CRM application manages customer and pipeline information that resides in a legacy back-end application which needs to be migrated to Salesforce.

Which approach should the consultant use for the source data migration?

Migrate all Contacts, then Opportunities, and then Accounts from the legacy back-end application.

Migrate all Accounts, then Contacts, and then Opportunities from the legacy back-end application.

Migrate all Opportunities, and then associate Accounts and Contacts from the current CRM application.

Migrate all Contacts, then Accounts, and then Opportunities from the current CRM application.

18. Cloud Kicks (CK) frequently has multiple sales reps who collaborate on an opportunity. CK needs

Salesforce to allocate credit to each sales rep to track against a sales quota.

Which Salesforce feature should the consultant use to meet this requirement?

Opportunity Splits

Sales Analytics

Custom Metadata

Collaborative Forecasting

19. Sales reps at Cloud Kicks (CK) often receive important customer emails they want to record as activities 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 meeting this requirement?

Salesforce for Outlook

Salesforce Console for Sales

Einstein Activity Capture

Lightning Console for Sales

20. The Cloud Kicks sales team needs to utilize the Salesforce mobile app feature to view, create, or update opportunities, but the internet is unavailable on their Android and iOS mobile devices.

Which two actions should the consultant recommend working around the issue? Choose 2 answers

Enable the connect offline feature in Salesforce.

Enable the system permission to store offline data in Salesforce.

Enable caching in Salesforce.

Enable offline create, edit, and delete in Salesforce.

21. After completing a successful Sales Cloud rollout to a new business unit at Universal Containers, sales forecasting within Salesforce is inaccurate. Upon closer inspection, some opportunities appear in the incorrect forecast category.

How should a consultant troubleshoot this issue efficiently?

Write a conditional validation rule on the Forecast Category field.

Make the Forecast Category a required field on relevant Opportunity page layouts.

Create a report to determine the number of opportunities in each forecast category.

Verify the Stage to Forecast Category Mappings on the Opportunity object

22. Cloud Kicks (CK) has a private Opportunity sharing model and leverages Opportunity teams to extend sharing. Occasionally, a team member's access needs to be removed due to changes in sales structure.

How can CK revoke Opportunity team access on an ad-hoc basis?

REVISE

Remove the user's Opportunity team member.

Remove the Opportunity team related list from page layouts.

23. Cloud Kicks wants to know how many closed won Opportunities a Campaign has generated over the last 30 days.

Which two steps should the consultant take to meet this requirement using standard functionality? Choose 2 answers

Add child Campaigns of the primary Campaign source automatically.

Add criteria to the auto-association settings to limit the matches to the past 30 days.

Define rules for Campaigns to add Opportunities and then lock after 30 days.

Ask the admin to enable Customizable Campaign Influence.

24. 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?

Exclude the custom field from all page layouts.

Omit the custom field from the scoring model.

Clear the custom field's values on all records.

Make the custom field Read-Only on all profiles.

25. Cloud Kicks has enabled multi-Currency in its organization. All the rates are set.

What will happen if the exchange rates are adjusted?

All newly closed opportunities will use the new conversion rate.

Opportunities created this month will use the new conversion rate and old opportunities will remain the same.

New opportunities will use the new conversion rate and old opportunities will remain the same.

All opportunities with conversion rates will use the new rate.

26. Universal Containers (UC) recently implemented new Sales Cloud solutions. UC stakeholders believe that user adoption is best measured by the login rate.

Which two additional key metrics should the consultant recommend? Choose 2 answers

Activities logged

License assignments

Data quality score

27. Cloud Kicks wants to send a notification to sales reps when their opportunities remain open past the close date.

Which two solutions should the consultant recommend to meet the requirement? Choose 2 answers

Add sales reps to the Opportunity Team.

Instruct sales reps to follow their opportunities.

Enable Einstein Opportunity Insights.

Use Flow with a scheduled action and an email alert.

28. Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. The leadership team at CK wants to improve the rate of user adoption,

What should the consultant recommend?

Add an Approvals process to the Opportunity object to enforce data standards.

Conduct a requirements workshop to gather user stories.

Create a report to track the login rate over the last 7 days.

Create a Slack channel to gather and discuss feedback from users.

29. Norther Trail Outfitters wants to migrate its Territory Management to a new structure for the upcoming fiscal year.

What are two aspects a consultant should consider for this migration? Choose 2 answers

Access to a territory model is controlled through profiles or permission sets.

Territories can inherit assignment rules from other territories higher in the model.

Only one territory model can be active at any given time.

Territory user assignments are migrated to the new model.

30. During the Discovery phase of a project, which three steps should a consultant complete to prepare for a successful engagement? Choose 3 answers

Create implementation plan.

Establish project goals.

Define sales processes.

Define success metrics.

Set project milestones.

31. Cloud Kicks requires its sales associates to record all customer interactions within Salesforce.

Which sales metric can a sales manager at Cloud Kicks use to monitor and reinforce its sales strategy?

Close Rate

Renewal Rate

Forecast Accuracy

Activity Tracking

32. Cloud Kicks (CK) has two sales divisions: a franchise sales division and a public sales division. The sales reps for each division have different user profiles. The sales reps for the franchise sales division should only be able to set up Business Accounts.

What should the consultant recommend meeting this requirement?

Remove Person Account Record Types from the franchise sales user profile.

Ensure there are a minimum of two Record Types for Person Accounts.

Use sharing rules to share Accounts between franchise and public divisions.

Ask Salesforce Support to disable Person Accounts in CK's org.

33. Cloud Kicks (CK) has just started selling its products internationally. Management wants Salesforce Opportunities and forecasting to reflect the respective currency of CK's prospects which include the U.S. dollar, euro, British pound, and Japanese yen.

In which two ways will this impact the existing CK price book? Choose 2 answers

Each user can select their personal currency.

Opportunities to multinationals can induce more than one currency.

Each currency requires its own custom price book

Every currency price needs to be added to all of the products in the standard price book.

34. Cloud Kicks’ sales productivity is on the decline, while its competitors are more successful. The consultant has suggested Einstein Opportunity Insights.

Which three insights can this provide? Choose 3 answers

Opportunity Representative Score

Sentiment Analysis

Follow-up Reminders

Deal Prediction

Key Moments

35. Cloud Kicks (CK) uses a sales model where pre-defined groups of reps work collaboratively on Accounts. 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 two steps should a consultant recommend allowing reps to continue to collaborate while eliminating incorrect edits? Choose 2 answers

Change Account organization-wide defaults to Private.

Change Account organization-wide defaults to Public/Read-Only.

Create an Account sharing rule to grant Read/Write access to all Accounts

Enable Account Teams to allow opines to grant Read/Write access.

36. Universal Containers is analyzing data to identify gaps and wants to know which Accounts with open Opportunities are missing Contacts.

Which feature should a consultant recommend building this report?

Custom report type

Joined report

Custom filter

Cross filter

37. Cloud Kicks wants to enable representatives to view the individual team member's split percentage, where the split percentage is less than 100% of the revenue amount.

Which attribution method should the consultant recommend?

Opportunity Percent field

Opportunity Overlay Split

Opportunity Currency field

Opportunity Revenue Split

38. Which data migration sequence should consultant recommend for the objects?

Opportunities, Products, pe Line toe Cases, Leads, Campaigns, Accounts, Contacts:

Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns

Contacts, Accounts, Leads, Campaigns, Opportunities, Products, Product Line Items, Cases.

Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads. Campaigns

39. The Cloud Kicks CEO needs to run reports from the sales team’s reports folder. The CEO's assistant needs to control access to the reports. Sales managers need to change the reports when necessary.

How should the consultant meet the requirement?

Set the CEO access level to View, the CEO's assistant to Manage, and the sales manager to Edit on ACO the folder.

Enable Manage Reports in Public Folders and give access to the CEO and their subordinates.

Set the CEO access level to View All, the CEO's assistant to Modify All, and the sales manager public group to Create.

Enable Manage access for the CEO role and subordinates, and Manage access for the CEO'S assistant profile.

40. Cloud Kicks has purchased a list of leads and wants sales reps to contact and measure the return on investment (ROI) of the purchased list.

Which solution should the consultant recommend?

Create a Campaign, import the list as Leads, and add them to the Campaign.

Import the list as new Leads and update the Lead Source to “Purchased Lead.

Create a new custom object to import purchased Leads,

Import the list as new Leads using the Data Import Wizard.

41. Universal Containers wants to divide the revenue of the closed Opportunities between sales reps that worked on the deal. Additionally, on some deals, the sales reps work with technical sales managers and want a way to credit them for their support.

How should the consultant meet this requirement?

Enable Opportunity Teams and ask Opportunity owners to add technical sales managers.

Use adjustments in Collaborative Forecasting to attribute Opportunity revenue to each technical sales manager

Enable Opportunity splits, revenue splits for sales reps, and overlay splits for technical sales managers.

Create 2 formula field on the Opportunity to track revenue attributed to technical sales managers.

42. A sales rep notices they can edit some opportunities associated with accounts they own, but is unable to edit other opportunities, although these are associated with accounts they own.

Which three reasons could explain the sales rep’s experience? Choose 3 answers

Sharing Rules for opportunities are set to Manager Groups.

Opportunity visibility allows View access to opportunities owned by others and associated with accounts they own.

The organization-wide defaults for opportunities are set to Private.

All provisioned Opportunity object permissions enable Read access with all accounts the sales rep.

Some opportunities associated with the sales rep's account are owned by other users.

43. Cloud Kicks likes to have its supervisors coach the consultants based on the call transcripts.

Which Salesforce product should the consultant recommend?

Salesforce Service Cloud

Salesforce native CTI Connector

Salesforce High Velocity Sales

Salesforce Sales Cloud

44. Cloud Kicks’ (CK) VP of technology wants to start using Salesforce for all the sales team’s automation. CK migrated 70 million records from a legacy database to the data warehouse that will be synced with Salesforce. CK wants to search and cross-reference records with the original source database.

What should a consultant recommend meeting this requirement?

Use the standard External ID field and map this to the source record ID value.

Use a custom External ID field and map this to the source record ID value.

Use the standard External ID field and map this to the Salesforce record ID value.

Use a custom field named External ID and map this to the Salesforce record ID value.

45. A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering use cases for Sales Processes.

Which two groups should provide content for the use cases? Choose 2 answers

Sales reps

Finance team

Sales operations

Executives

46. Cloud Kicks has a complicated sales process. Sales reps often have difficulty deciding when to move opportunities through various stages.

Which solution should the consultant recommend?

Use automation to send emails to sales reps with Guidance for Success

Configure a dashboard that shows opportunities that have remained in the same stage for 30 days

Activate Path and add up to five key fields and Guidance for Success

Advise sales reps to collaborate on Slack to move opportunities along the pipeline.

47. Cloud Kicks needs to set sales quotas for all sales reps.

Which three solutions should the consultant consider? Choose 3 answers

Use the Data Import Wizard.

Enable Forecast Quotas from Setup.

Use the AP

Assign Quota values by profile.

Use Data Loader.

48. The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org.

Which action should be taken to convert a lead into a Person Account?

Create an Individual Lead Record Type.

Populate the Company field with ‘Person.

Enable Contacts to Multiple Accounts.

Leave the Company field blank.

49. Each product engineer at Cloud Kicks supports 3 specific product lines. There are three product lines. Sales reps sell all the company’s product lines; Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their product line with Read-Only rights.

What are two actions the consultant can take to meet the requirement? Choose 2 answers

Manually assign a product-specific role to each product engineer.

Create criteria-based opportunity sharing rules for each product line.

Enable Default Opportunity Teams for the Opportunity.

Enable Default Account Teams for each product line.

50. Sales reps at Cloud Kicks are responsible for creating leads manually and entering relevant details.

The marketing department has noticed that some leads are missing important information.

What are two functionalities the consultant should apply to ensure that key fields are populated? Choose 2 answers

An assignment rules

A flow

A required field

A validation rules

51. Cloud Kicks (CK) wants to implement sharing rules.

Which three considerations should the consultant explain to CK? Choose 3 answers

CK can expand access beyond the organization-wide default levels with sharing rules.

Organization-wide defaults must be Public Read Only or Private to create sharing rules.

Sharing rules apply only to new records that meet the definition of the source data set.

When a sharing rule is deleted, the sharing access created by that rule must be manually removed.

When multiple sharing rules are assigned, the user is assigned the least restrictive access.

52. Universal Containers wants to set up Einstein Activity Capture for Microsoft to allow automatic syncing of sales reps" Person Accounts with Microsoft contacts and vice versa.

Which consideration should the consultant be aware of?

Lightning Sync works in conjunction with Einstein Activity Capture.

Einstein Activity Capture is supported in the Salesforce Classic interface.

New Person Accounts should be created in Microsoft and synced to Salesforce.

New Person Accounts should be created in Salesforce and synced to Microsoft.

53. Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.

Which two recommendations should the consultant make? Choose 2 answers

Include the Forecast Manager field on the Territory page layout.

Include the Forecast Manager field on the Opportunity page layout.

Assign a forecast-enabled forecast manager to each territory.

Assign a role for each manager in the user role hierarchy.

54. Sometimes, sales reps need to create contacts without accounts based on business processes.

What should the consultant take into consideration about these contacts?

Contacts without accounts need to be shared through sharing rules

Contacts without accounts are shared through the Role Hierarchy.

Contacts without accounts are private and only the owner and admin can view them.

Contacts without accounts need to be manually shared.

55. Cloud Kicks has decided to implement Sales Cloud Einstein. After setting up Sales Cloud Einstein, a consultant finds some of the features are not enabled.

What are two steps the consultant can take to troubleshoot the issue? Choose 2 answers

Check Sales Cloud Einstein permission set assignments.

Validate the Connected App Details.

Verify Integration User Profile Details

Reconfigure the Einstein Lead Scoring app.

56. A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that has a public sharing model for Accounts. Different sales reps own local Accounts that create a multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities and the revenue value for all Accounts in the hierarchy when viewing 2 Parent Account.

Which recommendation meets this requirement?

Configure an after-save flow to update a custom field on the parent Account with the total value of opportunities from the child Accounts.

Create a Roll-Up Summary field on the parent Account with the total value of won Opportunities from the child Accounts

Create a workflow rule to update the custom field on the parent Account with the total value of won Opportunities from the child Accounts

Use the View Account Hierarchy option and include a custom Roll-Up Summary field with the total value of won Opportunities in the displayed columns.

57. The Cloud Kicks marketing team wants to view and report in Lightning on any opportunities created as a result of 2 Campaign.

Which two choices should a consultant recommend meeting the requirement? Choose 2 answers

Use Data Loader to export Opportunity and Campaign Influence and merge the results.

Enable Customizable Campaign Influence in Setup.

Add the Campaign Influence related list to the Opportunity page layouts.

Create a joined report between Opportunity and Campaign to show influence.

58. The project is almost finished, and now it’s time to test the changes and updates that have been made before go-five. Cloud Kicks does not have a Partial or Full Sandbox.

How should the consultant recommend testing be conducted?

Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases.

Create test Accounts and Opportunities in Production and ask volunteers to test it with use cases.

Create a new Developer Edition org, populate it with data, and ask volunteers to test it with use cases.

Create a new Sandbox and ask volunteers to test it with use cases.

59. Cloud Kicks wants to sell to both consumers and businesses. The consumer sales team and business sales team will use different Stages.

Which two Salesforce functions will allow the consultant to meet this requirement? Choose 2 answers

Sales Processes

Pipeline Inspection

Opportunity Splits

Record Types

60. Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.

Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected in Sales Cloud.

How should the consultant show sales operations what the data will look like after the change?

Use Tableau to geocode account addresses and display on a territory map.

Install the Territory Management Reporting Pack from the AppExchange.

Run the updated assignment rules in planning State and view the accounts on the territory detail page.

Use Data Loader to export the accounts and make updates in Google Sheets.

61. Cloud Kicks (CK) frequently works with contractors for marketing focus groups.

These contractors change companies often, and CK wants to retain its company history through Accounts.

What should the consultant recommend?

Implement the Contacts to Multiple Accounts feature.

Implement Person Accounts to represent the relationship.

Use a junction object to represent the previous companies

Use Account Teams associated with the previous companies.

62. Cloud Kicks (CK) acquired a company. The VP of technology wants to migrate all the sales data into CK’s Salesforce instance.

Which data migration sequence should the consultant recommend for the objects?

Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads, Campaigns

Contacts, Accounts, Leads, Campaigns, Opportunities, Products, Product Line Items, Cases

Opportunities, Products, Product Line Items, Cases, Leads, Campaigns, Accounts, Contacts

Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns

63. The enterprise architect for cloud Kicks wants to understand how objects in sales cloud are connected to one another.

Which two approaches should a consultant use to help the architect? Choose 2 answers

Explain the types of object relationships in Salesforce

Review the Object Manager tab in Setup with the customer.

Use Schema Builder to show a visual of related objects.

Obtain an export of object data from the current system.

64. A customer notices a large increase in leads created overnight which exceed the daily limits. Upon examination, the leads appear to be created by bots. The Customer uses a standard web-to-lead from without safeguards in place to limit spam on forms.

What should the consultant recommend as the first line of defense before republishing the form?

Select Require reCAPTCHA Verification in Web-to-Lead settings

Use a custom Web-to-Lead alternative with built-in protection.

Use an AppExchange package to add a honeypot field.

Engage the web services team to write custom CSS for the form.

65. Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account’s discount field. CK sales reps are located in different regions and use different currencies. A consultant creates a custom formula field on the Opportunity.

Which currency will the custom formula use for its value if the opportunity and account records have different currencies?

Account currency

Corporate currency

Opportunity currency

User currency

66. Universal Containers (UC) wants to make it easier for sales reps to log their customer interactions, such as emails and events, directly from their email and calender applications. UC wants to report on these activities in Salesforce.

Which two actions should the consultant recommend? Choose 2 answers

Implement Inbox to sync Outlook or Gmail calender events.

Log emails with records in Salesforce from Outlook or Gmail.

67. The sales team at Cloud Kicks has been late meeting deadlines on a specific project and has missed multiple project meetings.

What should the consultant recommend to the project manager?

Revisit the communication plan and set up more frequent touch points with the customer.

Setup a requirements workshop and get sign-off.

Write a solution design and get sign-off so the build phase can start.

Ask what the customer would like the solution to be and demo it to them at the end of the build phase.

68. Cloud Kicks (CK) wants to migrate a data file containing 8,000 leads from a legacy system into Salesforce. Many of the lead owners have left the company, so CK wants to populate the Lead Owner field for these records using the active assignment rule.

Which two tools should a consultant recommend to meet the requirement? Choose 2 answers

Data Import Wizard

Data Loader

.Scheduled Apex

.dataloader.io

69. The sales department at cloud kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship.

Which solution should the consultant recommend?

Use Contact roles on the Opportunity object.

Add a contact lookup Meld to the Opportunity.

Add a multi-select picklist field on the Opportunity object.

Use a junction object between the Opportunity and Contact.

70. Cloud Kicks currently supports three business lines within a single Salesforce instance: Running, Athleisure, and Celebrity Co-Branded. The VP of Atheisure controls a large budget and is often able to re-prioritize business stories and ‘shadow projects’ into releases ahead of other groups.

This topic comes up frequently and often details the monthly project management meeting, which limits the amount of time available to cover other critical topics.

Which two strategies should the consultant recommend to address these issues? Choose 2 answers

Create a weekly All-Hands call, including business and technology resources, to review direction and priority of development.

Divide the development team into three units/tracks to support each line of business independently.

Propose a monthly executive steering committee to manage budget, handle direction questions, and ensure development capacity is split equitably

Change the project management meeting to weekly, and keep the focus on action items, project risks, and resource requests.

71. Universal Containers’ (UC) sales reps have said there are too many reports and dashboards which makes it hard to find what is important to them.

What should a consultant recommend that use to solve this issue?

Custom report types

Private folders

Enhanced Folder Sharing

Dashboard Filters

72. Cloud Kicks has hired a consultant to help with its quoting process. The consultant has determined that some quote custom fields should be viewed from the Opportunity.

What should a consultant consider when implementing the custom fields?

Opportunity fields are inaccessible when configuring a Quote Template.

Related Opportunity Line Items remain when a synched Quote Line Item is deleted.

Related Quote Items on all Quotes are impacted when an Opportunity Line Item is deleted.

Only standard fields on the Quote object sync to the Opportunity.

73. A Consultant is configuring Einstein Forecasting to help the sales team predict how much they will sell by the end of a forecasting period.

Which two considerations should the consultant keep in mind to ensure that predictions are displayed. Choose 2 answers

Predictions are only shown when data sync in Tableau CRM is enabled. Tableau

Predictions are based only on the standard Close Date and Amount fields

Predictions are only shown when at least 12 months of Opportunity data exists

Predictions are only shown when the user is in the forecasting hierarchy.

74. Cloud Kicks is preparing to deploy its configurations. The chosen release date is during a Salesforce Release window. The current configuration is in Non-Preview Sandbox.

Which two strategies should a consultant recommend? Choose 2 answers

Deploy before the Salesforce Release

Test new configurations in a Non-preview Sandbox

Deploy after the Salesforce Release.

Test new configurations in a Preview Sandbox.

75. Cloud Kicks wants the sales operations team to be able to process customer credit card payments within Salesforce.

Which approach should the consultant recommend to meet this requirement?

Schedule a nightly batch job to find and post daily charges

Create a flow to alert the finance team to manually charge the account.

Utilize an application from the AppExchange

Develop Apex to connect with the Authorized.net AP

76. Cloud Kicks has a private sharing model on Accounts. Account executives need to ensure that specific users can qualify marketing Opportunities on their Accounts. There can be different users for a given Opportunity. Sales management needs to report on which users are assigned to Opportunities.

What should the consultant recommend to the account executives?

Share Opportunities with specific users by granting Read access to Opportunities in their portfolio

Add specific users as Account team members with a role that grants Modify All access.

Add specific users as Opportunity team members with a role that grants Read/Write access

Share Accounts with specific users and their respective teams.

77. Cloud Kicks has an integration between the data warehouse and Salesforce. The VP of operations wants to synchronize customer data between the systems.

What should the consultant recommend to ensure data integrity?

Set up a Process Builder process on the Account object to check for unique values on a monthly basis.

Set up an encrypted field on the Account object with Read Only on the field security settings for all profiles except the admin profile.

Set up an External ID field on the Account object with Read Only on the field security settings for all profiles except the admin profile.

Set up an import of the data from the data warehouse on a monthly basis using Data Loader

78. Universal Containers is planning to migrate two million account records and 10 million contact records from its existing legacy CRM application to sales cloud.

Which solution should the consultant recommend?

Batch Apex

Data Import Wizard

Data Loader

Third-party tool

79. Cloud Kicks is expanding to international markets. Sales reps are unable to find specific products in the international price book.

Which two steps should the consultant take to resolve this issue? Choose 2 answers

Add the products to a product family.

Activate the products

Add the products to the price book.

Share the products with sales reps.

80. Universal Containers has four product lines, each with its unique sales cycle. Once the prospect is qualified, the sales reps should follow the product-specific sales cycle.

Which two actions should a consultant recommend to meet these requirements? Choose 2 answers

Implement sales processes that map to each Opportunity record type.

Create Opportunity record types for each product line.

81. Cloud Kicks (CK) sells online subscriptions for its leading Shoe of the Month club.

Customers can make a single payment or pay weekly, monthly, or quarterly. CK wants to use Opportunities to track and report on these subscription deals.

What should a consultant recommend to meet this requirement?

Activate schedules on the Opportunity object.

Enable schedules on the Product object.

Configure assets with a look up to the Opportunity object.

Implement contracts with a look up to the Opportunity object.

82. Cloud Kicks (CK) has an external enterprise resource planning (ERP) system that stores product order information. CK wants to view those orders as a related list on the account record in real time.

Which best practice should the consultant recommend?

Implement Salesforce Connect and an external object to get real-time product order information, and add the external object as a related fist on the Account.

Create a Lightning component, and get the real-time product order information from ERP using REST integration.

Create external object product onto" information in Salesforce, run a nightly batch to get details from ERP, and add the external object as a related fist on the Account.

Implement Salesforce-to-Salesforce to get real-time product order information, and add it as a related list on the Account.

83. Universal Containers compensates its sales team based on their achievement of the company's sales revenue goals. The sates ops team needs to track the sales reps' performance against these goals.

How should the consultant meet the requirement?

Construct Opportunity Reports with custom formulas to show attainment.

Build automation to aggregate and report on revenue attainment from the User object.

Configure custom objects and use automation to calculate and stone attainment.

Configure sales quotas and compare quota attainment on the forecast.

84. A consultant has completed the Build and Validate phases of a Sales Cloud implementation at Cloud Kicks.

Which step should the consultant complete next?

Upgrade to the latest Salesforce Release.

Sign off on the statement of work.

Deliver training.

Complete a post-mortem.

85. The sates manager at Cloud Kicks has proposed that the consultant one large Discovery meeting with 250 employees who use Salesforce currently to gain information to improve adoption.

What are the three efficient approaches the consultant could recommend to the sales manager? Choose 3 answers

Arrange multiple sessions with small groups of employees.

Send a survey to all employees asking for a list of desired changes.

Ask management to select which employees should participate In sessions.

Ask all employees to email their ideas and feedback to the consultant.

Meet with a large group of employees to listen to their feedback.

86. Access to opportunities at Cloud kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.

What are two actions a consultant can take to meet the requirement? Choose 2 answers

Set opportunity access on the role to View All opportunities associated with their accounts.

Set organization-wide defaults for opportunities to Private.

Set Territory Management to grant Read access to opportunities owned by others.

Set organization-wide defaults for opportunities to Public Read-Only.

87. Universal Containers wants to minimize the need for sales reps to manually create meetings and events that are stored on their calendars.

Which two Einstein Activity Capture (EAC) capabilities should the consultant consider? Choose 2 answers

EAC a two-way sync for events and contacts.

EAC events are unable to be synched with contacts and leads.

EAC adds events to the activity timeline for custom objects.

EAC supports emails, events, and contacts.

88. Universal Containers has implemented Salesforce for all of its sales associates. All Sales associates are required to select the win or loss status every dosed Opportunity. Managers like to measure the win ratio for all of the sales associates.

How should a consultant meet the requirement?

Build a custom report on Opportunity with custom summary formulas to show win/loss ratio.

Create a custom formula held on Opportunity to capture the win ratio for Opportunities.

Ensure that all managers have access to the standard Win/Loss report.

Build a custom lightning component to show the win ratio based on won Opportunities.

89. The sales manager at a company has noticed that sales teams are having trouble understanding who should an Opportunity. Sales teams base their sales Opportunities on assignments to specific ZIP codes.

Which solution should the consultant recommend?

Sharing Rules

Territory Management

Account Teams

Sales Cloud Einstein

90. The VP of sales at Good Kicks wants to know the percentage of opportunities in a certain stage that were eventually closed won.

Which two steps should a consultant take to create a solution? Choose 2 answers

Enable Feed Tracking.

Create a roll-up summary formula.

Update a custom field using automation.

Create a report and dashboard.

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