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Salesforce CRT-251 Salesforce Certified Sales Cloud Consultant (SU24) Exam Practice Test

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Total 307 questions

Salesforce Certified Sales Cloud Consultant (SU24) Questions and Answers

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Question 1

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?

Options:

A.

Scope

B.

Background

C.

Terms and Conditions

Question 2

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?

Options:

A.

Salesforce Connect and External Objects

B.

My Domain and Single Sign-On

C.

Ce Nightly scheduled Batch Data jobs

D.

Workflow Rules and Outbound Messaging

Question 3

Northern Trail Outfitters (WTO) wants to share revenue from opportunities with multiple reps. A consultant recommends using opportunity splits.

Which two prerequisites should be considered before splits are enabled?

Choose 2 answers

Options:

A.

Add customized split types before enabling splits.

B.

Resolve any inactive currencies prior to enabling splits.

C.

Transfer opportunities owned by Inactive users to active users.

D.

Enable opportunity teams and add the opportunity owner as a team member.

Question 4

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?

Options:

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 from the Contact record.

Question 5

Cloud Kicks has a Web-to-Lead form on its website. Following an update to the form to add new picklist values, some leads are routing to the

default lead owner.

What should the consultant validate when troubleshooting the issue?

Options:

A.

The picklist values are part of Lead assignment rule criteria.

B.

A new web-to-lead form needs to be created to reflect the new picklist values.

C.

Picklist values are included in only one rule entry.

Question 6

Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org.

Which action should the consultant recommend?

Options:

A.

Hold a kickoff meeting with the CK stakeholders.

B.

Conduct discovery sessions and document existing business practices for each company.

C.

Export the data from the competitor's system and merge it into Ck’s org.

Question 7

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

Options:

A.

Adjust currency conversion dynamically based on a given date range.

B.

Adjust currency rates on a set schedule.

C.

Show deal value in a user's default currency.

D.

Implement org-wide reporting that displays deal values appropriately.

Question 8

Cloud Kicks wants to help its sales reps identify stalled opportunities in a single view.

Which solution should the consultant recommend to meet the requirement?

Options:

A.

Use Deal Insets to Pipeline Inspection.

B.

Create a screen flow.

C.

Create a Lightning Web Component.

Question 9

A consultant is addressing Cloud Kicks' performance measurement needs and overcoming challenges within Sales Cloud. Which approach should a consultant adopt?

Options:

A.

Rely on general industry standards to determine performance measurement criteria and system architecture.

B.

Collaborate closely with the customer to discern their specific performance measurement requirements.

C.

Implement standardized performance measurement practices to ensure consistency across Sales Cloud.

Question 10

Cloud Kicks (CK) hired a consultant to analyse its Selesforce forecasting configuration end advise CK on how to improve it. The consultant found opportunities in the Value Proposition stage showed up m Collaborative Forecasting inconsistently, which led to inaccurate reporting

What should the consultant recommend to ensure that opportunities show up consistently?

Options:

A.

Make the Forecast Category a required held.

B.

Change the Forecast Report to include Forecast Category.

C.

Map opportunity stages to the Forecast Category.

D.

Add a validation rule to the Forecast Category.

Question 11

A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation.

What should the consultant do during the planning stage to ensure a successful implementation?

Options:

A.

Design a prototype of the suggested solution.

B.

Identify which Salesforce features and functions to use.

C.

Define goals, metrics, project schedule, and sales processes.

Question 12

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

Options:

A.

Add sales reps to the Opportunity Team.

B.

Instruct sales reps to follow their opportunities.

C.

Enable Einstein Opportunity Insights.

D.

Use Flow with a scheduled action and an email alert.

Question 13

Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with ...opportunities are missing Contacts.

Which feature should a consultant recommend to build this report?

Options:

A.

Custom report type

B.

Joined report

C.

Cross filter

D.

Custom filter

Question 14

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

Options:

A.

EAC a two-way sync for events and contacts.

B.

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

C.

EAC adds events to the activity timeline for custom objects.

D.

EAC supports emails, events, and contacts.

Question 15

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

Options:

A.

Include the Forecast Manager field on the Territory page layout.

B.

Include the Forecast Manager field on the Opportunity page layout.

C.

Assign a forecast-enabled forecast manager to each territory.

D.

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

Question 16

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?

Options:

A.

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

B.

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

C.

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.

D.

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

Question 17

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?

Options:

A.

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.

B.

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

C.

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.

D.

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

Question 18

The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current.

What should the consultant recommend to maintain current Account information?

Options:

A.

Build a weekly data update from in-house systems to refresh data in Salesforce.

B.

Email the contacts and leads to obtain their current information.

C.

Enable Automated Account Fields in Setup.

D.

Use third-party data to update and add records to Salesforce.

Question 19

The admin at uBHMBon tamers has been getting complaints from sales reps about duplicate Leads … Salesforce. The admin has already set up a matching rule for Leads.

What should the consultant recommend to resolve the issue?

Options:

A.

Confirm the standard matching rule is inactivated.

B.

Change the criteria for the standard Lead matching rule.

C.

Change the criteria for the standard Contact matching rule.

D.

Confirm the custom matching rule is activated.

Question 20

When addressing challenges within Cloud Kicks' Sales Cloud project, which approach should a consultant prioritize to extend declarative

development effectively?

Options:

A.

Prioritize standard Salesforce features to manage costs while ensuring project success.

B.

Assess project requirements to decide 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.

Question 21

Each year, representatives from Universal Containers attend two major industry conferences that Generate a large volume of leads. A few months after leads have been converted to opportunities, the team wants to determine the return on Investment (ROI) for each industry conference.

Which solution should the consultant recommend?

Options:

A.

Create the Campaigns related list on the Lead page layout, and associate new leads with a Campaign.

B.

Create a mufti-select picklist, and ask representatives to select which conference (s) influence the lead.

C.

Create industry events as Campaigns, add leads as Campaign Members, and utilize Customizable Campaign influence.

D.

Create a Slack channel for each industry conference and mention this channel on all new leads.

Question 22

Cloud Kicks’ (CK) marketing department is migrating from its email campaign and management system to Salesforce. The marketing admin wants to ensure that CK’s email templates are retained.

Which two solutions should a consultant recommend for a successful migration?

Choose 2 answers

Options:

A.

Import email templates with the Data Loader.

B.

Manually recreate the email and mail merge templates in Salesforce.27.

C.

Create an Email template change set or use the Lightning Platform.

D.

Enable Email Import and use the Import Wizard

Question 23

Northern Trail Outfitter has created a Complaints custom object related to Accounts. Due to the sensitive nature of these records, the object’s visibility has been set to Private. A dedicated subnet of support users who will work on these items has been added to a Complaints Specialist public group. Only users within the Complaints Specialist public group should be able to view and edit any Compliant record.

Which two options should a consultant recommend to meet the requirements? Choose 2 answers

Options:

A.

Use Apex managed sharing to grant record access to users In the Complaints Specialist public group and restrict manager visibility.

B.

Uncheck the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object.

C.

Create a catena-based sharing rule that grants Read/Write access to the Complaints Specialist public group.

D.

Set the Complaint object's default visibility to allow only the users in the Complaints Specialist group to access the records.

Question 24

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

Options:

A.

Implement Inbox to sync Outlook or Gmail calender events.

B.

Log emails with records in Salesforce from Outlook or Gmail.

Question 25

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?

Options:

A.

Opportunity Percentage Split

B.

Opportunity Overlay Split

C.

Opportunity Amount Split

Question 26

Cloud Kicks (CK) plans to implement Advanced Currency Management for its Salesforce implementation. CK has Roll-up Summary fields on the Account and Opportunity.

What should CK consider when enabling Advanced Currency Management in its Salesforce org?

Options:

A.

Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports.

B.

Opportunity Roll-up Summary fields will update from the Opportunity Line Item object.

C.

Account Roll-up Summary fields will update from the Opportunity object.

D.

Account cross-object formulas always use the dynamic conversion rate for currency conversion.

Question 27

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?

Options:

A.

Add the Einstein prediction column to the forecast list view.

B.

Add a standard dashboard for Sales Cloud Einstein.

C.

Create a custom report type tor Seles Cloud Einstein records.

Question 28

Cloud Kicks has enabled Orders to track and manage customer requests for products. The sates team has requested a process to return or reduce the quantity of activated Orders.

Which two Salesforce features should a consultant recommend to meet this requirement

Choose 2 answers

Options:

A.

Enable Orders without Price Books.

B.

Enable Zero Quantity Orders.

C.

Enable Negative Quantity for Order Products.

D.

Enable Reduction Orders.

Question 29

Cloud Kicks (OC) sells Formal and Athletic footwear hoes. CK is using Product Families on Products to associate each product to its corresponding line. CK currently forecasts an Expected Revenue amount that combines all products together.

A consultant is assessing how CK can divide its forecasts by footwear line.

Which solution should the consultant recommend to improve CK's forecasts?

Options:

A.

Configure a new Forecast Type on Opportunity Product grouped by Product Family.

B.

Configure a new Forecast Type on Opportunity grouped by Product Family.

C.

Use Flow to populate custom Formal and Athletic currency totals, then forecast by these Fields.

D.

Make separate stages and sales processes for each Product Family.

Question 30

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

Options:

A.

One set of opportunity stages

B.

One record type

C.

Three record types

D.

Three sets of opportunity stages

Question 31

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 installments beginning in the month the products are sold. The admin needs to configure Sales Good to accommodate the new pricing term and to help the finance department forecast easily.

What should the consultant recommend to meet the requirement?

Options:

A.

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

B.

Add a custom field to the Quotes object to capture the number of installments,

C.

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

D.

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

Question 32

Sales operations managers are reporting a higher number of Activities than is accurate for their teams When viewing reports, managers see Activities related to Opportunities and Accounts only for their team. However, Activity records related to Campaigns appear m all of the reports, regardless of which sales team should get credit for them. Enterprise Territory Management and role hierarchies are used.

Why are Campaign Activities for all teams visible m reports viewed by sales operations managers?

Options:

A.

The sales operations managers are given Read access to the Campaign object m their profile.

B.

Apex managed sharing is used to control the visibility of Activities related to Accounts.

C.

The Organization-wide Default for Campaigns is set to Public Read-Only.

D.

The Organization-Wide Default for Accounts is set to Private.

Question 33

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?

Options:

A.

REVISE

B.

REVISEC. Remove the user's Opportunity team member.

C.

Remove the Opportunity team related list from page layouts.

Question 34

Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.

What are two justifications for using third-party data enrichment tools?

Choose 2 answers

Options:

A.

To survey customers to update their data

B.

To enhance prospect data signaling intent to purchase

C.

To find new prospects who match the selling segment

D.

To create customer segments with personas and scoring

Question 35

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

Options:

A.

Add child Campaigns of the primary Campaign source automatically.

B.

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

C.

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

D.

Ask the admin to enable Customizable Campaign Influence.

Question 36

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 37

Cloud Kicks (CK) recently completed the first phase of its Sales Cloud implementation. In the next phase, one factor that consultants are considering is whether any of CK's 500 sales agents are using a mobile device or a browser to access Salesforce.

What should the consultants do to efficiently analyze how users are logging in to Salesforce?

Options:

A.

Review the login history on the user record.

B.

Create a custom report on the User object.

C.

Create a User report and filter by login Subtype.

Question 38

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 39

Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasting to all sales users.

Which two statements should a consultant consider when enabling forecasting? Choose 2 answers

Options:

A.

Opportunity Splits must be enabled at the same time.

B.

Multiple Forecast Types must be created and activated.

C.

A Single Category or Cumulative Forecast Rollup should be defined.

D.

The Forecast tab should be visible to easily view the forecasts.

Question 40

A sales rep at Cloud Kicks must have access to all child accounts of the accounts they own. The organization-wide default setting for Account Is Private.

What happens if a sales rep has access to a parent account?

Options:

A.

Access to child account records needs to be shared manually.

B.

Access to child account records Is granted via the Account Hierarchy.

C.

Access to child account records is controlled by default Account Teams.

Question 41

Cloud Kicks (CK) wants to ensure Opportunity are associated with the relevant marketing Campaign In the past, CK has struggled to evaluate marketing Campaign ROI.

Which process improvement should the consultant recommend?

Options:

A.

Validate that the Primary Campaign Source field on Opportunity records is populated.

B.

Leverage the Probability(%) field on Opportunities to forecast revenue.

C.

Ensure the Opportunity is associated with an Account record.

D.

Ensure the Type field on Opportunities reflects the Campaign source.

Question 42

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?

Options:

A.

The system administrator profile is required to run territory planning reports.

B.

A 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.

Question 43

As part of a Sales Territories implementation, Cloud Kicks wants the user to manually search for a territory in an active territory model and

assign it to opportunities.

Which approach should the consultant recommend to meet this requirement?

Options:

A.

Enable sharing access to the Account to assign any active territory to opportunities.

B.

Use default Sales Territories to assign any active territory to the opportunity,

C.

Update the profile with the Manage Territory permission.

Question 44

The admin at Universal Containers is attempting to retire a Product, but they are receiving an error because the Product is associated to an Opportunity.

What should the consultant recommend to resolve the issue most efficiently'

Options:

A.

Remove the related Product from all Opportunities and Quotes.

B.

Archive the Product or Price Book and each related Price Book entry.

C.

Edit the Product record and uncheck the Active field.

D.

Create a Flow to automatically delete the Product from the Price Book.

Question 45

During the requirements gathering workshops at Cloud Kicks, the project team and subject matter experts bring up new ideas to incorporate4 into the current project.

Which best practice should the consultant use to refocus the meeting and stay on topic?

Options:

A.

Tell key stakeholders that the team is focused on other ideas,

B.

Remind the team of the purpose and scope of this project.

C.

Incorporate the new ideas into the solution design.

D.

Invite only the subject matter experts to subsequent workshops.

Question 46

What are two considerations for enabling multiple currencies at Cloud Kicks? Choose 2 answers

Options:

A.

The primary currency is automatically displayed in parentheses when using multi-currency.

B.

Accounts, Opportunities, Leads, Cases, and Opportunity Product Schedules support multi-currency reporting.

C.

When multi-currency is enabled, changes to exchange rates update the converted amount on all records except closed opportunities.

D.

The multi-currency enablement process is irreversible.

Question 47

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 48

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:

A.

Implement the Contacts to Multiple Accounts feature.

B.

Implement Person Accounts to represent the relationship.

C.

Use a junction object to represent the previous companies

D.

Use Account Teams associated with the previous companies.

Question 49

Cloud Kicks has configured Einstein Activity Capture (EAC) for email and is waiting to deploy it. In the meantime, a consultant is preparing training to help end users get up to speed on the product.

Which two points should the consultant include in the training information?

Choose 2 answers

Options:

A.

Users can choose to show emails added via EAC in the Related Lists activities view.

B.

Users must connect an email account to Salesforce and agree to terms before they can send emails in Lightning.

C.

Users can set their Excluded Addresses list which takes priority over the global Excluded Addresses list.

D.

Users can share individual emails or make them private.

Question 50

The Cloud Kicks global sales teams are distributed across regions. Sales leadership wants to give access to dashboards based on region. For example, users within the region should have access to regional dashboards while the leadership team should have access to global dashboards.

What should the consultant recommend meeting this requirement?

Options:

A.

Create Dashboard folders for each regional sales team and one Dashboard folder for the leadership and team.

B.

Create one Dashboard folder for all regional sales teams and one Dashboard folder for the leadership team.

C.

Create one Dashboard folder for all regions for sales and leadership teams with View access.

D.

Create region-based sales groups, one leadership group, and one Dashboard folder with View access.

Question 51

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?

Options:

A.

Use Contact roles on the Opportunity object.

B.

Add a contact lookup Meld to the Opportunity.

C.

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

D.

Use a junction object between the Opportunity and Contact.

Question 52

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 access to the correct Accounts. The organization wide defaults (OWO) for Contact are set to 'Controlled by Parent',

Which solution should the consultant recommend to meet this requirement?

Options:

A.

Use Apex Managed Sharing to automatically share any new 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.

D.

Add the Sharing button to the page layout so sales reps can share Contacts as needed.

Question 53

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

Which Salesforce product should the consultant recommend?

Options:

A.

Salesforce Service Cloud

B.

Salesforce native CTI Connector

C.

Salesforce High Velocity Sales

D.

Salesforce Sales Cloud

Question 54

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?

Options:

A.

implement a lead scoring strategy.

B.

Create list views to filter on each lead source.

C.

Implement lead assignment rules.

Question 55

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

What should a consultant recommend analysing adoption?

Options:

A.

Review the Setup Audit Trail.

B.

Create a report for the Login History object.

C.

Run the Salesforce Optimizer.

D.

Open the Lightning Usage App.

Question 56

Cloud Kicks rtants its sales operations team to place orders for United States customers in Sales Ootid. The sales ops team needs to calculate sates tax on the orders. Sales tax is a complex calculation based on tax law that may change at any time.

What should the consultant recommend to meet the requirement3

Options:

A.

A formula field on the Order object

B.

An app from the AppExchange

C.

A screen flow for orders

D.

A spreadsheet with formulas

Question 57

The marketing team is using a separate platform for managing prospects and wants to hand off qualified prospects to the sales team.

How should the consultant meet this requirement?

Options:

A.

Create Salesforce users for the marketing team so they can enter leads directly Into Salesforre.

B.

Recommend an integration with the marketing platform that creates leads in Salesforce,

C.

Recommend an integration with the marketing platform to Salesforce that generates tasks with lead information.

D.

Create a report of Salesforce leads and compare it with marketing data on a regular basis.

Question 58

Universal Containers is growing its international business. Domestic account executives believe that the standard price book has become difficult to use because there are too many records reflecting different currencies and country-specific product variations.

What should the consultant recommend to improve usability for account executives?

Options:

A.

Create product families to enable users to filter by continent and country.

B.

Use custom price books for domestic and international customers.

C.

Use separate product catalogs for domestic and international customers.

D.

Update the product naming conventions to include the currency in the product name.

Question 59

During the last requirements meeting, Cloud Kicks team members said they will be attending a conference next week.

What should a consultant do in response to this news?

Options:

A.

Use the downtime to develop User Acceptance Testing (UAT) scripts.

B.

Ask the client to sign off on requirements and start the Build phase.

C.

Update the project plan and communicate it to stakeholders.

Question 60

A consultant is implementing a new instance of Sales Cloud for Cloud Kicks (CK).

CK has a global sales presence that supports a customer base throughout the: world, ‘CK wants

to set up an appropriate structure to track customers with subsidiaries.

Which approach should the consultant recommend meeting the requirement?

Options:

A.

Location-specific Account structure with Account Hierarchies

B.

Global Contact structure that links all Contacts with one global Account

C.

Location-specific Account structure without Account Hierarchies

D.

Global Account structure that links all Contacts with one global Account

Question 61

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

What will happen if the exchange rates are adjusted?

Options:

A.

All newly closed opportunities will use the new conversion rate.

B.

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

C.

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

D.

All opportunities with conversion rates will use the new rate.

Question 62

The sales team at Cloud kicks Cloud has roughly 100 members. The sales director has requested that newly created reports be shared with the sales team.

How should the consultant efficiently share these reports?

Options:

A.

Create a report folder, add members in a specific profile, and share the Report folder.

B.

Create a report folder, add members in a specific Role, and share the Report folder.

C.

Create a report folder, add members to a Private Group, and share the Report folder.

D.

Create a report folder, add members in a specific Queue, and share the Report folder.

Question 63

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 feature should the consultant recommend the sales team use?

Options:

A.

Smart Actions

B.

Lightning Mobile Component

C.

Einstein Activity Capture

Question 64

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?

Options:

A.

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

B.

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

C.

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

D.

Share Accounts with specific users and their respective teams.

Question 65

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

Options:

A.

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

B.

Set organization-wide defaults for opportunities to Private.

C.

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

D.

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

Question 66

Which two considerations should be made when deploying dynamic dashboards?

Choose 2 answers

Options:

A.

Dynamic dashboards must be manually refreshed.

B.

Dynamic dashboards allow all users to view data as any user.

C.

Dynamic dashboards must be saved in public or shared folders.

D.

Dynamic dashboards require users to follow each component.

Question 67

Cloud Kicks has completed the discovery stage, and leadership has aligned on the project's business goals.

What should the consultant formalize with stakeholders before moving to the next project stage?

Options:

A.

Develop wireframes to visualize the product end state.

B.

Onboard team members to start development of the solution.

C.

Define key metrics to identify how success will be measured.

D.

Create user stories to present for prioritization.

Question 68

Cloud Kicks wants to assign territories in bulk to Opportunities.

What should the consultant do to meet the requirement?

Options:

A.

Update Opportunity sales team with territory assignments.

B.

Schedule auto-assignment rules in the territory model.

C.

Run the filter-based Opportunity territory assignment.

Question 69

When emails sync by Einstein Activity Capture, how are the emails matched to Sales Cloud records?

Options:

A.

Matching is based on the standard Email field.

B.

Matching is based on any Email field.

C.

Matching is based on Full Name and standard Email field.

Question 70

During the last requirements meeting. Cloud Kicks team members said they will be taking the next week off to attend a conference.

What should a consultant do in response to this news?

Options:

A.

Ask the client to sign off on requirements and start the build.

B.

Update the solution design while the team is out of the office.

C.

Set up two requirements workshops for the following week.

D.

Update the project plan and communicate it to stakeholders.

Question 71

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?

Options:

A.

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

B.

Setup a requirements workshop and get sign-off.

C.

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

D.

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

Question 72

The sales director at Cloud Kicks wants to prevent users from viewing each other's Opportunities but wants them to check to see that the Account already exists prior to creating a new Account. Which organization-wide default should the consultant recommend?

Options:

A.

Set Account to Public Read Only and use a criteria-based sharing rule on Opportunity.

B.

Set Account and Opportunity to Public Read Only.

C.

Set Account to Public Read Only, and Opportunity to Private.

D.

Set Account and Opportunity to Private.

Question 73

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

Options:

A.

Arrange multiple sessions with small groups of employees.

B.

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

C.

Ask management to select which employees should participate In sessions.

D.

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

E.

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

Question 74

Cloud Kicks has 300,000 account records and 16 million invoices In a custom object with a master-detail relationship to the Account. Each account record takes a long time to display due to the rendering time of the invoice related list.

What should the consultant do to solve this issue?

Options:

A.

Enable Collapsible Sections for the Invoice related list

B.

Move the invoice related list to a separate tab on the Lightning page.

C.

Convert the Invoice object into a lookup relationship.

D.

Enable indexing on all visible fields on the invoice related list.

Question 75

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?

Options:

A.

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

B.

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

C.

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

D.

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

Question 76

Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deafs.

Which report should the consultant create to meet the requirement?

Options:

A.

Closed Won Opportunities by Account

B.

Closed Won Opportunities with Activities

C.

Closed Won Opportunities by the sales team

D.

Closed Won Opportunities with Recommendations

Question 77

Cloud Kicks manages contacts for lead generation in a marketing application. Following a new Salesforce implementation, inbound leads will be reviewed in the marketing application and then migrated to Salesforce.

Which contacts should the consultant migrate from the marketing application to leads in Salesforce?

Options:

A.

New contacts

B.

Active contacts

C.

Qualified contacts

D.

All contacts

Question 78

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

Options:

A.

Login lockouts

B.

Activities logged

C.

License assignments

D.

Data quality score

Question 79

Cloud Kicks has a requirement to measure end user adoption and data quality in Salesforce.

Which solution should the consultant recommend?

Options:

A.

Einstein Conversation Insight-;

B.

tableau custom dashboard

C.

Adoption and Data Quality Dashboards Pack

D.

Salesforce Surveys

Question 80

Cloud Kicks has recently hired a new inside sales team. Management wants to ensure that steps in the sales process are clear and adhered to by

the team. Each step must have clear guidelines, support materials, and coaching tips.

What should the consultant recommend to support the new sales team and management?

Options:

A.

Create Validation Rules on the Opportunity Stage field.

B.

Create a flow paired to each of the Opportunity stages.

C.

Create a Path on the Opportunity object.

Question 81

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 82

Cloud Kicks needs to implement a group of Campaigns that are related to a specific marketing initiative to report on success.

What should a consultant recommend to meet the requirement?

Options:

A.

Create a custom Campaign Purpose field.

B.

Create a custom Campaign Group object.

C.

Use the existing Parent Campaign field.

D.

Use a Marketing dashboard from the AppExchange.

Question 83

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 84

‘Cloud Kicks (CK) needs to comply with GDPR requirements. Personal information is limited to only users who need access to a company's:

Account. CK has a private Account model.

How should the consultant provide specific Account access to the renewals and sales operations teams?

Options:

A.

Build renewals and sales operations Account team member roles and allocate them to the appropriate users,

B.

Create a criteria-based sharing rule to share Accounts with the sales operations and renewals public groups.

C.

Change the roles of renewals and sales operations team members in the default Opportunity team.

D.

Create a role-based sharing rule to share all Accounts with the sales operations and renewals roles.

Question 85

Northern Trail Outfitters (NTO) wants to expand its use of Salesforce and start tracking orders on accounts. NTO has hired a consultant to complete the project.

Which two considerations should the consultant take into account when implementing sales orders'

Choose 2 answers

Options:

A.

Order line items can be added or removed after an order is activated.

B.

Products have to be manually added to a cloned order.

C.

Contract Number is a required field on the order page layout.

D.

Organization-Wide defaults must be set to Controlled by Parent.

Question 86

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?

Options:

A.

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

B.

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

C.

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

D.

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

Question 87

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 88

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 89

Cloud Kicks uses Salesforce in Lightning Experience to manage business Accounts and Person Accounts. The sales director wants to associate Person Accounts to business Accounts and/or Contacts.

Which Salesforce feature should the consultant recommend to meet these requirements?

Options:

A.

Use a junction object between Accounts and Contacts.

B.

Use the Contacts to Multiple Accounts feature.

C.

Create a custom lookup from Accounts to Contacts.

D.

Create a reverse lookup from Contacts to Accounts.

Question 90

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?

Options:

A.

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

B.

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

C.

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

D.

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

Question 91

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?

Options:

A.

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

B.

Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram

C.

Value Stream Map

D.

Capability Model

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Total 307 questions