Sales Cloud
43. 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 Cloud to accommodate the new pricing term and to help the finance department forecast easily. What should the consultant recommend to meet the requirement? 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.
A
37. Cloud Kicks has hired a consultant to help with its initial Salesforce implementation. Which three steps should the consultant take to help Cloud Kicks get Salesforce up and running? Choose 3 answers A . Define company vision. B . Finalize integrations. C . Prioritize goats. D . Define KPIs. E . Analyze competitors.
A,C,D
61. 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 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.
A,D
63. A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering user cases for Sales Processes. Which two groups should provide content for the use cases? Choose 2 answers A . Sales reps B . Executives C . Finance team D . Sales operations
A,D
22. Cloud Kicks (CK) wants to ensure Opportunities 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? 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.
B
181. 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? 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.
B
55. Cloud Kicks has identified the KPIs it wants to track for the year. The inside sales team wants a visual way to see the team's progress for the year. What should the consultant recommend to meet the requirement? A . Modify a report based on KPIs. B . Set up a dashboard with the KPI reports. C . Set up a Path based on the KPIs. D . Install a KPI Tracker app from the AppExchange.
B
58. 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 beer search results? 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.
B
71. 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? 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.
B
73. During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new system, which is adoption. How should the consultant avoid this issue in the future? A . Design a solution during the Build phase. B . Conduct a Beta review during the Validate phase. C . Gain buy-in during the Analyze phase. D . Develop test scripts during the Plan phase.
B
74. During a Discovery session at Cloud Kicks, a topic is highlighted that... How should the consultant proceed? 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.
B
Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. CK just added a new business unit to Salesforce. Managers in the new business unit report that their forecasts are accurate but they are unable to see the discount amount in the Opportunity list in Collaborative Forecasting. What should a consultant do to resolve the issue? A . Add a new discount field for the new business unit. B . Check the field-level security for the managers' profile. C . Add the Discount field to the Sales Path for the managers. D . Use a validation rule to ensure that a discount is entered.
B
31. 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? 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.
B
33. Cloud Kicks plans to integrate its email system with Salesforce, and wants to show the last 2 months of email activity to its 75 sales reps. What should a consultant recommend to meet this requirement? A . Sales Cloud Einstein B . Einstein Activity Capture Standard C . Email to Salesforce D . Sales Cloud Console
B
40. Cloud Kicks wants to release product enhancements effectively to drive user adoption and have an impact on the organization and users' day-to-day functions. What are three steps for successful change and seasonal release management? Choose 3 answers A . Prioritize executive requests. B . Train end users after deployment. C . Communicate updates to end users. D . Create an org development model. E . Collect input from stakeholders.
B,C,&????
41. 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/1 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 to allow reps to continue to collaborate while eliminating incorrect edits? Choose 2 answers A . Change Account organization-wide defaults to Private. B . Enable Account Teams to allow owners to grant Read/Write access. C . Create an Account sharing rule to grant Read/Write access to all Accounts. D . Change Account organization-wide defaults to Public/Read-Only.
B,D
8. The Cloud Kicks team needs to quickly look up contacts, accounts, and opportunities and easily log calls from their mobile phones. Due to limited coverage in certain geographic areas, the team wants access to customer information while out of the office and when they are without an internet connection. Which two steps should the consultant recommend? Choose 2 answers A . Enable Salesforce Inbox. B . Enable caching and Offline Edit. C . Enable Mobile SDK. D . Download the Salesforce mobile app.
B,D
35. During the requirements gathering workshops at Cloud Kicks, the project team and subject matter experts bring up new ideas to incorporate into the current project. Which best practice should the consultant use to refocus the meeting and stay on topic? A . 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.
B
36. 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? 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.
B
176. 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? A . REVISE B . REVISE C. Remove the user's Opportunity team member. C . Remove the Opportunity team related list from page layouts.
C
179. 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 to meet this requirement? A . Salesforce for Outlook B . Salesforce Console for Sales C . Einstein Activity Capture D . Lightning Console for Sales
C
56. The Discovery phase with Cloud Kicks (CK) has just ended. CK wants a visual way to see how the new processes will work. CK's process is complex and requires multiple slides. What should the consultant design to give CK this high-level view? A . SIPOC Map B . Value Stream Map C . Capability Model D . Universal Process Notation
C
65. Organization-wide default settings for Account is set to Private at Cloud Kicks- Users are unable to see each other's 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? 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.
C
2. Which two use cases will protect the integrity of order data with activation limitations? Choose 2 answers A . New Products can be added to active orders. B . Products can be removed from active reduction orders. C . Orders can be activated only if they include a Product. D . Multiple reduction orders can be created for a single order.
C,D
6. Northern Trails Outfitters (NTO) is ready to start the next phase of its Salesforce implementation. A consultant recommends using Universal Process Notation (UPN) to document the business process maps NTO will use as its guide. As NTO maps out its processes, which two key principles of UPN should the team keep in mind? Choose 2 answers A . Attach supporting information at the detail level. B . Use symbols of different colors, arrows, and swim lanes for clarity. C . Limit the number of activity boxes on the screen to 8 to 10. D . Keep version control and change history at the diagram level.
C,D
60. Universal Containers' sales operations team needs to provide visibility on sales pipeline changes on a monthly basis. How should the consultant meet this requirement? A . Create an Opportunity History report for open pipeline Opportunities in a given date range. B . Create a custom pipeline date range field and display it on the Forecasting tab. C . Create a sales pipeline dashboard that includes filters for Opportunity date ranges. D . Create training on how to use date filters on reports to compare pipeline for different date ranges.
C?
32. Cloud Kicks (CK) has a custom object, Project__c, that has a lookup relationship to the Opportunity object. The CK project manager has requested a report that includes both Project__c and Opportunity data. What should the consultant use to include data from both the Project__c and Opportunity objects in one report? A . Matrix reports B . Junction reports C . Cross-object filters D . Custom report types
D
4. 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? 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.
D
72. Cloud Kicks (CK) wants to migrate data from its existing enterprise resource planning (ERP) system to CK wants to organize its data using the unique ID that is a number type in the ERP. What should the consultant recommend to meet the requirement? A . Map the ERP unique ID to a custom external ID unique number field. B . Create a text field and insert the ERP unique ID. C . Use the ERP unique ID as the Salesforce ID. D . Create an external ID unique number field in the ERP labeled ERP unique ID.
A
70. Universal Containers has hired a new employee for the Global Sales Leadership team. The employee is interested in fostering friendly competition between account executives, with emphasis on reinforcing activities that dm sales. Historically, for every four prospect meetings held, one sale was generated. Which action would help support the sales teams? A . Create subscription reports to send daily prospect meetings planned to the Assigned user for those events. B . Show a leaderboard on the regional sales dashboards highlighting the account executives who have created the most opportunities. C . Show a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings. D . Create a dashboard that displays the most sales closed by region using charts to show sale: green and lost opportunities in red.
B?
10. 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? 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.
C
42. 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? A . Custom report type B . Joined report C . Cross filter D . Custom filter
C
15. What are two capabilities of Data Loader? Choose 2 answers A . Extracts organization and configuration metadata B . Prevents importing duplicate records C . Exports field history data D . Runs one-time or scheduled data loads
C,D
16. 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? 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.
D
177. 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? 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
D
182. 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? A . The support agent should add themselves to the customer's Account team to grant Edit permissions. B . The support agent should contact the customer success manager to update the Account. C . The customer success manager should change the owner of the Account to the support agent. D . The customer success manager should include the support agent on the default Account team with Edit permissions.
D
28. A consultant has successfully deployed Sales Cloud at Cloud Kicks. What is the final step in completing an engagement? A . Measure adoption B . Perform testing C . Deploy solution D . Hand over documentation
D
66. The Cloud Kicks admin is planning to deploy new functionality as part of its quarterly update process. The consultant has recommended completing the update outside of business hours to avoid impacting users. Where should the consultant direct the admin to check for scheduled system maintenance? A . Company Profile B . Trailblazer Community C . Trailhead D . Salesforce Trust
D
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? 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.
D
The sales managers at Universal Containers (UC) believe that many of the sales reps' deals that are being lost to competitors are getting less attention than deals that are won. What should a consultant build so management can assess whether its belief is correct and monitor it going forward? A . Create formula fields on Opportunity and Activity. B . Install an AppExchange app for tracking Lead conversion. C . Build a report on Opportunities and Activities. D . Build a report on Leads and Actives.
D or C ???????
11. 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? 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 Opportunity and Contact.
A
17. 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? 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.
A
180. 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? A . Opportunity Splits B . Sales Analytics C . Custom Metadata D . Collaborative Forecasting
A
26. 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? 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
A
46. Northern Trail Outfitters finished implementing Sales Cloud for a mid-market sales team. Sales management wants to track data trends and adoption. What should the consultant recommend to measure core Sales Cloud record data? A . Adoption Dashboards Pack B . User Login Report C . System Overview Page D . Salesforce Optimizer
A
5. To properly plan for company growth, Cloud Kicks needs to forecast monthly revenue projections from the sales of its annual subscription service. What should the consultant configure to meet this requirement? A . Opportunity products with monthly product Schedules B . Opportunity products with formula fields for each month's value C . Opportunity dashboard showing opportunities closed each month D . Opportunity dashboard showing products sold each month
A
57. An executive at Cloud Kicks (CK) has asked its admin to create a diagram to show the high-level processes of 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? A . Capability Model B . Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram C . Suppliers, Imports, Processes, Outputs, Customers (SIPOC) Diagram D . Value Stream Map
A
67. Cloud Kicks wants to utilize Opportunities to report and track subscriptions to its Shoe of the Month club. Subscribers can make a single payment or pay weekly, monthly, or quarterly. Which solution should the consultant recommend to meet the requirement? A . Enable schedules on the Product object. B . Activate schedules on the Opportunity object. C . Implement contracts with a lookup to the Opportunity object. D . Configure assets with a lookup to the Opportunity object.
A
21. Cloud Kicks (CK) maintains products and price books on an external platform due to the high frequency of pricing changes to products. CK has a B2B license. Sales managers want to monitor the pipeline by sales rep and territory, report on team revenue to goal, and view order status in Salesforce. What are two actions the consultant should take to meet the requirements? Choose 2 answers A . Enable Optional Price Books for Orders. B . Implement Opportunity Teams and Opportunity Splits C . Use opportunities and enable Forecasts D . Import products and price books from the external platform.
A,B
9. 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 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.
A,B. Maybe, possibly D???
1. Which two considerations should be made when deploying dynamic dashboards? Choose 2 answers 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.
A,C
14. The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or contract details for a created order. Which two conditions should the consultant consider to meet this requirement? Choose 2 answers A . The order associated with the account should be in draft status. B . The price book associated with the order is associated with the new account. C . The currency associated with the order can be different from the new contract. D . The contract associated with the order is associated with the new account.
A,D
24. 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 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.
A,D
3. 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 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.
A,D
44. Universal Containers (UC) has acquired another company that uses Salesforce and is migrating its legacy email alerts, and approval processes. Which two steps should the consultant perform to maintain data integrity? Choose 2 answers A . Enable the Create Audit Fields permission to insert historically accurate records. B . Use the Salesforce Approval Process clone feature to migrate approval processes. C . Merge the legacy Salesforce org into UC's Salesforce org and migrate the approval processes. D . Insert users, and then migrate email alerts and approval processes into UCs Salesforce org.
A,D
64. Cloud Kicks is concerned that the sales team is taking longer to close 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 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.
A,D
51. Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deals. Which report should the consultant create to meet the requirement? 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
B
53. 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? 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.
B
62. 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? 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.
B
69. A Cloud Kicks sales team based in the U.S. wants to grow its 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)? 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.
B
75. Cloud Kicks uses .pdf documents in Sales Cloud to help the sales team learn about new products. Which feature should a consultant recommend to store these documents? A . Files sync B . Salesforce Files C . Document lists D . Salesforce Knowledge
B
19. 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 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
B,C
20. Cloud Kicks (CK) recently finished a redeployment of is Lightning pages. CK users report that Lightning pages are loading slowly CK management wants to consider the impact this has on adoption. Which two tools should the consultant recommend that CK use to evaluate lightning pages? Choose 2 answers A . Guidance for App Buer B . Lightning Usage App C . Performance Analysis for App Builder D . Real-Time Event Monitoring
B,C
52. Universal Containers is migrating data from a legacy system into Salesforce. Which two considerations should a consultant take into account when importing Campaign Members? Choose 2 answers A . Leads, Contacts, and Business Accounts can be Campaign Members. B . The Marketing User feature license must be assigned. C . The Campaign ID is required in the import file. D . The Status of the Campaign Member is optional.
B,C
12. 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 A . Lightning Mobile Component B . Quick Actions C . Einstein Activity Capture D . Mobile Smart Actions
B,D
175. 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 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.
B,D
50. In the Discovery phase of a Sales Cloud implementation, what are three effective ways a consultant can determine the design of the system? Choose 3 answers A . Schedule training. B . Establish performance benchmarks. C . Observer end users. D . Administrate a survey. E . Host a focus group.
B,D,E Training would be after.
18. Cloud Kicks (CK) needs to determine the effectiveness of a recent marketing campaign on new leads' quality. CK is using Einstein Lead Scoring, Which solution should the consultant recommend? A . Create a custom object to track the Lead Score and relate it to the Lead. B . Create a custom score field to capture the marketing Campaign's quality. C . Add the Lead Score component to the Lead Detail page. D . Specify a default score of the leads added to the Campaign.
B?
49. Cloud Kicks is expanding its operations to Europe. The company wants to enable Advanced Currency Management to support both EUR and USD currencies, and show the total values of open opportunities on account records. How should the consultant implement a solution to meet the requirement? A . Use a custom summary formula field on the Opportunity. B . Install a third-party app from the AppExchange. C . Use a Roll-up Summary field from the Opportunity to the Account. D . Create a cross-object formula field on the Account.
B?
68. Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first closed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer. Which option should the consultant recommend to meet the requirement? A . Identify AppExchange products that can be deployed to update the ERP with opportunity, account, and contact information from Salesforce. B . Configure Outbound message to publish the opportunity wins and update the ERP with opportunity, account, and contact information from Salesforce. C . Implement Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly. D . Use enterprise ETL tools to extract closed/won opportunities from Salesforce and update the ERP with opportunity, account, and contact information from Salesforce.
B?
39. Cloud Kicks has enabled Orders to track and manage customer requests for products. The sales 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? A . Enable Orders without Price Books. B . Enable Zero Quantity Orders. C . Enable Negative Quantity for Order Products. D . Enable Reduction Orders.
B?,D. C maybe? Definitely NOT A
23. 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 in 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 in reports viewed by sales operations managers? A . The sales operations managers are given Read access to the Campaign object in 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.
B??
25. Cloud Kicks (CK) hired a consultant to analyze its Salesforce forecasting configuration and advise CK on how to improve it. The consultant found opportunities in the Value Proposition stage showed up in Collaborative Forecasting inconsistently, which led to inaccurate reporting. What should the consultant recommend to ensure that opportunities show up consistently? 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.
C
47. 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? A . New contacts B . Active contacts C . Qualified contacts D . All contacts
C
Cloud Kicks has a requirement to measure end-user adoption and data quality in Salesforce. Which solution should the consultant recommend? A . Einstein Conversation Insight-; B . tableau custom dashboard C . Adoption and Data Quality Dashboards Pack D . Salesforce Surveys
C
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 to work around the issue? Choose 2 answers A . Enable the connect offline feature in Salesforce. B . Enable the system permission to store offline data in Salesforce. C . Enable caching in Salesforce. D . Enable offline create, edit, and delete in Salesforce.
C,D
45. Cloud Kick's sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month dub. Regional sales managers (RSMs) must approve discounts greater than 5%. Regional vice presidents (RVPs) also must approve discounts greater than 10%. Which two steps should a consultant recommend to satisfy these requirements? Choose 2 answers A . Create two Approval Processes, one with the RSM and one with the RVP. B . Use Process Builder to send an approval Task and email to the RSM and RVP. C . Use Process Builder to automatically submit approvals over a 5% discount. D . Create a two-step Approval Process with the RSM and RVP as approvers.
C,D?? Can it be done with a single approval process?
59. Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts. The organization-wide default for Accounts is Private. Which two factors should the consultant consider when updating the sales territories and Account owners? Choose 2 answers A . The organization-wide default should be set to Public before the update can be performed. B . The Salesforce Platform can update up to 200 accounts at a me. C . The data update will cause sharing recalculations and should be completed during off-peak hours. D . The team can defer sharing calculations to decrease the risk of lock errors during the data update.
C?,D Possibly B as well, but never A.
38. Cloud Kicks has configured Account Teams and is ready to go live in Production. How should the consultant migrate Account Team configuration to Production A . Push with Workbench. B . import with Data Loader. C . Create manually. D . Deploy with Change Sets.
D
48. Sales managers at Cloud Kicks need to visualize all open opportunities based on the location of the related Account. Which solution should a consultant recommend? A . Using Tableau CRM, import a data lens with the State and City for all opportunities. B . Enable Location Services and add the Account Address field to the Opportunity page layout. C . Create a dashboard that uses a report grouping opportunities by Account. D . Using Salesforce Maps, configure a Data Layer showing open opportunities.
D
54. A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account. What should the consultant recommend to allow account owners to selectively share an account's contacts with opportunity owners? A . Add opportunity owners to the Opportunity Team and configure contact sharing. B . Transfer account ownership from themselves to the opportunity owner. C . Transfer contact ownership from themselves to the opportunity owner. D . Add opportunity owners to the Account Team and configure contact sharing.
D
The Universal Containers management team wants to help sales reps determine the right time to contact prospects. What should the consultant recommend to meet the requirement? A . Implement Sales Dialer and begin cold calling leads to request availability. B . Create a formula field to determine the prospects time zone. C . Configure Einstein Lead Scoring to determine the best time to make contact. D . Enable Email Tracking with reporting and activity timeline.
D
27. Cloud Kicks (CK) is migrating Account and Contact information from a legacy CRM system into Salesforce using Data Loader. Accounts in the legacy system have a unique ID field that is used to relate Contacts to Accounts in the legacy system, CK wants to automatically match these Contacts to the relevant Accounts when loading Contacts into Salesforce. What should a consultant recommend to meet the requirement? A . Create Master-Detail on Contact. B . Create Master-Detail on Account. C . Create External ID on Contact. D . Create External ID on Account.
D??