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Salesforce CRT-251 Salesforce Certified Sales Cloud Consultant (SP23) Exam Practice Test

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Total 231 questions

Salesforce Certified Sales Cloud Consultant (SP23) Questions and Answers

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Question 1

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?

Options:

A.

Enable schedules on the Product object.

Question 2

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

Options:

A.

Deploy after the Salesforce Release.

B.

Test new configurations in a preview sandbox

Question 3

A couple of users at Cloud Kicks (CK) own more than 10,000 records. The CK admin has noticed that making changes to the sharing model is taking increasingly more time.

What are two solutions the consultant should implement to resolve the Issue?

Choose 2 answers

Options:

A.

Move the users to the top of the role hierarchy.

B.

Move the users to the bottom of the role hierarchy.

C.

Mass transfer the records to another role in the role hierarchy.

D.

Remove the users from the role hierarchy.

Question 4

At Universal Containers, in addition to the sales team, support reps are sometimes eligible for commissions. When support reps are involved in a deal, they should receive a credit of 15% of the revenue.

What should the consultant consider when designing a revenue sharing solution?

Options:

A.

Revenue splits are required in order to use overlay splits.

B.

Overlay splits Allocated on art Opportunity can total any percentage.

C.

Overlay splits can be assigned to any user with the appropriate profile.

D.

Revenue splits allocated on an Opportunity can total any percentage.

Question 5

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?

Options:

A.

Write a conditional validation rule on the Forecast Category field.

B.

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

C.

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

D.

Verify the Stage to Forecast Category Mappings on the Opportunity object

Question 6

Cloud Kicks has just deployed an of its configurations. The admin wants to build a separate process but uses most of the objects that were deployed.

What is the best practice a consultant should recommend to the admin?

Options:

A.

Build m a test release environment and test changes in Production.

B.

Build in a Developer Sandbox and test changes in Production.

C.

Build in a Developer Sandbox and test changes in a test release environment.

D.

Build m a test release environment and test changes in a test release environment.

Question 7

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

Options:

A.

Predictions are based only on the standard close date and Amount fields.

B.

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

Question 8

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?

Options:

A.

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

B.

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

C.

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

D.

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

Question 9

During a Discovery session at Cloud Kicks, a topic is highlighted that

How should the consultant proceed?

Options:

A.

Conduct another Discovery session.

B.

Define and submit a change order for the new items.

C.

Revise the timeline for the new items.

D.

Continue work because it is covered by the warranty.

Question 10

Cloud Kicks want to track different details for trade shows and customer webinars.

Which capability enables the use of custom fields, contextual validation rules, and varied layouts?

Options:

A.

Parent Campaigns

B.

Custom Picklist

C.

Campaign Hierarchies

D.

Record Types

Question 11

A Cloud Kicks sales team based in the U.S. wants to grow market share in Australia. The company has multicurrency enabled and has added the Australian Dollar as an available currency.

How should the consultant allow the sales team to report on Australian deal values in U.S. Dollars (USO)?

Options:

A.

Set each sales user's default currency to the Australian Dollar.

B.

Enable parenthetical currency conversion.

C.

Create a formula field to perform a currency calculation.

D.

Use USD for Australian Opportunity currencies.

Question 12

Cloud Kicks' (CK) high-value opportunities are delayed in the approval process because sales managers' approval requests go unnoticed for various reasons. CK wants to streamline the approval process and give sales managers more ways to approve opportunities in a timely manner.

Which two strategies should the consultant recommend to improve the approval process?

Choose 2 answers

Options:

A.

Enable approvals by email for the approval process for high-value opportunities.

B.

Allow managers to approve or reject requests via the Approval Requests tab.

C.

Build an automation to approve high-value opportunities.

D.

Create a dashboard of pending approvals and add it to the Chatter feed.

Question 13

The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks. The sales team needs to create and edit leads, contacts, and opportunities with ease.

Which two features should the consultant recommend for the sales team to use?

Choose 2 answers

Options:

A.

Lightning Mobile Component

B.

Quick Actions

C.

Einstein Activity Capture

D.

Mobile Smart Actions

Question 14

Cloud Kicks (CK) wants to implement sharing rules. Which three considerations

should the consultant explain to CK?

Choose 3 answers

Options:

A.

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

B.

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

C.

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

D.

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

E.

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

Question 15

Organization-wide default settings for Account is set to Private at Cloud Kicks- Users are unable to see each others accounts.

When a Salesforce admin assigns User A as the owner of an opportunity related to User B's account, which additional access will User A gain?

Options:

A.

User A will have Read-Write access to the opportunity's Account and its related contact records.

B.

User A will have Read-Only access to the opportunity's Account record.

C.

User A will have Read-Only access to the opportunity's Account and its related contact records.

D.

User A will have Read-Write access only to the opportunity's Account record.

Question 16

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

What should the admin create to meet this requirement?

Options:

A.

Capability Model

B.

Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram

C.

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

D.

Value Stream Map

Question 17

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?

Options:

Question 18

Cloud Kicks is concerned that the sales team is taking longer to dose opportunities in comparison to the same time last year. The VP of sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results.

Which two actions should the consultant take to meet the requirement?

Choose 2 answers

Options:

A.

Create a report based on the Opportunity reporting snapshot.

B.

Create a dashboard component and schedule the dashboard to refresh monthly.

C.

Schedule a reporting snapshot of the Opportunity History object to run monthly.

D.

Schedule a reporting snapshot of the Opportunity object to run monthly.

Question 19

The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK's management wants the sales team to follow two different lead qualification processes before converting the Lead into an opportunity.

Which three actions should a consultant recommend to meet this requirement?

Choose 3 answers

Options:

A.

Create retailer and distributor lead processes.

B.

Create a new profile and only assign one lead record type to it.

C.

Add leads to different campaigns based on lead type.

D.

Create Status picklist values specific to each lead type.

E.

Create distributor and retailer lead record types.

Question 20

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?

Options:

A.

Sharing Rules

B.

Territory Management

C.

Account Teams

D.

Sales Cloud Einstein

Question 21

Cloud Kicks is in the process of implementing Salesforce for its sales teams. Senior management has concerns about adoption.

What should a consultant recommend to encourage adoption?

Options:

A.

Establish goals and key metrics.

B.

Give users access to a Sandbox environment.

C.

Define the sales process.

D.

Plan a first release with minimum features

Question 22

After a project deployment, several bugs are identified by end users and prioritized by the project team.

What are two ways a consultant should resolve these issues?

Choose 2 answers

Options:

A.

Build out issue resolution release in the appropriate development sandbox.

B.

Build out issue resolution release in the production environment.

C.

Perform user acceptance testing (UAT) m the appropriate development sandbox.

D.

Perform user acceptance testing (UAT) m a Full sandbox.

Question 23

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?

Options:

A.

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

B.

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

C.

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

D.

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

Question 24

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?

Options:

A.

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

B.

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

C.

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

D.

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

Question 25

Universal Containers (UC) has established Sales Ops teams. As part of the sales process, Tasks are used to track all customer interactions. UC wants any available Sales Ops team member to handle these Tasks as soon as possible.

Which Salesforce functionality should the consultant recommend to meet the requirement?

Options:

A.

Create Opportunity Teams to manage Tasks.

B.

Leave the Task's Assigned To held bank

C.

Use workflows to create a Task for each team member.

D.

Assign Tasks to a queue to share work efficiently.

Question 26

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

Which step should the consultant complete next?

Options:

A.

Upgrade to the latest Salesforce Release.

B.

Sign off on the statement of work.

C.

Deliver training.

D.

Complete a post-mortem.

Question 27

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

Options:

A.

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

B.

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

C.

Enable Default Opportunity Teams for the Opportunity.

D.

Enable Default Account Teams for each product line.

Question 28

Users at Cloud Kicks (CK) say the global search is returning too many results when searching for contacts. CK's admin confirmed that users have the correct permissions and record access to the contacts they want to see.

What should a consultant recommend to yield better search results?

Options:

A.

Use quotation marks operator around contact's first and last name.

B.

Add company name next to contacts full name in the search window.

C.

Add LIKE keyword next to contact's full name in the search window.

D.

Use parentheses operator to limit search to the Contacts object.

Question 29

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

Options:

A.

Change Account organization-wide defaults to Private.

B.

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

C.

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

D.

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

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Total 231 questions