Lead Management
Cosmic Circle Financial has found that sales reps are wasting a lot of time trying to contact leads and even existing customers because of outdated information. They are considering using a Lightning Data service from the AppExchange. How could it assist in this situation? Choose 2 answers. A. Determine on a field-by-field basis to keep the Salesforce data value or use the data from the data service B. Enrich the existing data in real-time C. Automatically cleanse existing data on a daily basis D. Update Lightning Data with Salesforce data if the Salesforce data is believed to be more accurate
AB
The marketing department of Global Insurance runs a number of different types of campaigns at the same time. How can it ensure that only relevant campaigns are added as influential campaigns to opportunities? Choose 2 answers. A. Enable automatic association of campaigns and define the campaign influence time frame. B. Enable automatic association of campaigns to opportunities and define auto-association rules. C. Enable automatic association of campaigns and set association rules on the campaign record. D. Ask Account Managers to reference a list of current campaigns and associate the correct campaign to each opportunity
AB
Cosmic Solutions has decided to use a Lightning Data package available in the AppExchange to allow its sales representatives to update and import account records. The installed package has created data integration rules for the service automatically. Which of the following capabilities are available for configuring a data integration rule? Choose 3 answers. A. Using a vendor's unique ID to control matches between Salesforce and data service records B. Refreshing data automatically by selecting the Overwrite option in field mapping settings C. Mapping fields in Salesforce to fields from the data service D. Running a matching rule to test the match score. E. Specifying the maximum match confidence score to control the precision of matches with records
ABC
The Sales Director at Cosmic Pharmaceuticals recently learned about third party Lightning Data packages from a Salesforce customer representative. He would like to use them to add new data to Salesforce for cold-calling prospects. What statuses are shown to the user to identify whether a record has been imported to Salesforce when they click on 'Discover Companies'? Choose 3 answers. A. New B. Purchased C. In Salesforce D. Existing E. Imported
ABC
Cosmic Bright Solutions has recently subscribed to a data service provider in order to maintain their Salesforce data. What statuses might users see when they click on the 'Check for New Data' button on the Salesforce record? Choose 3 answers. A. In Sync B. Reviewed C. Old D. Incomplete E. No Match
ABE
What happens when a user clicks on a social network icon on a Salesforce record? Choose 3 answers. A. The user is prompted to login to each social network if they are not already logged in B. If a social profile is not associated with a record, the user can search and select which profile to use C. Each social network website is displayed in a separate tab of the browser D. The social viewer displays information from all available social networks in a single view E. The social viewer displays information from each social network if a user is logged in
ABE
As part of their initiative to increase lead data quality, Cosmic Computers has decided that only marketing should be able to create, update, and convert leads. Sales users should have visibility to all leads but should not be able to create leads themselves or modify existing leads. Ownership of existing leads will be transferred to marketing. What features would help to satisfy this requirement? Choose 2 answers. A. Organization-wide defaults B. Role hierarchy C. Object-level permissions D. Validation rules
AC
Bob has linked the Twitter social profile of the contact Mary Jones to her contact record in Salesforce. Another user named Sue wants to access the social network profile of Mary Jones. Which of the following statements are true about her access to the profile? Choose 2 answers. A. Sue will have access to the Twitter profile on the Mary Jones contact record if the Twitter social network is enabled in Sue's user settings B. Sue will have access to the Twitter profile on the Mary Jones contact record without logging in to her Twitter account C. Linking social profiles only needs to be done once, so Sue will have access to the social profile after she logs in to her Twitter account D. Each user can select a Twitter profile to link to the contact record, so Sue will have to search and link the Twitter profile herself
AC
Which of the following objects are supported in Salesforce for linking a social network profile with a record? Choose 3 answers. A. Contacts B. Opportunities C. Leads D . Person Accounts E. Users
ACD
Sales representatives of Cosmic Innovations would like to access social network profiles of accounts, contacts, and leads within Salesforce. What is true about the 'Social Accounts, Contacts, and Leads' feature? Choose 2 answers. A. It is required to login to Twitter via Salesforce to link the Twitter profile of the account, contact, or lead B. 'Social Accounts, Contacts, and Leads' needs to be enabled by the Salesforce Administrator in Setup C. Only public social media posts can be viewed at any time D. Twitter profiles can be linked to accounts, contacts, and leads
AD
Which of the following Salesforce features, when used together, can improve the quality of leads passed from marketing to sales? Choose 2 answers. A. Custom Fields B. Assignment Rules C. Lead Contact Roles D. Validation Rules
AD
A Sales Cloud consultant is implementing Salesforce Sales Cloud for a financial institution that has multiple products and each product is handled by a different sales team. If a person is interested in both a Loan and Term Deposit product, he is approached by two different sales teams. How would the consultant design the Lead functionality for this use case to ensure data quality? Choose 1 answer. A. Create 1 Lead, define Product Interested as a multi-select picklist field, and use custom lead conversion B. Create 2 Leads, define Product Interested as a picklist field, and use custom lead conversion C. Create 1 Lead, define Product Interested as a multi-select picklist field, and use standard lead conversion D. Create 2 Leads, define Product Interested as a picklist field, and use standard lead conversion
A
Cosmic Enterprises runs multiple marketing initiatives within a given timeframe. As a result, the sales team often finds it challenging to track the impact of campaigns on sales. Which Salesforce feature could help track the impact of campaigns on opportunities? Choose 1 answer. A. Campaign Influence B. Campaign Impact C. Adding a Campaign lookup to Opportunities D. Campaign with Opportunity reports
A
Exec Events has four different websites promoting their product. They would like to monitor customer interest through email click-through rates and website visits to contribute to their lead scores prior to qualifying their leads. What would be the best approach to meet this need? Choose 1 answer. A. Find an app on the AppExchange B. Utilize Data Loader C. Use Process Builder D. Create a workflow
A
Global Telecom would like to use Social Accounts, Contacts, and Leads but does not want its employees to view YouTube videos. What could be done to meet this requirement? Choose 1 answer. A. The YouTube social network should be disabled at the org-level in Setup B. Each user can disable YouTube in 'My Settings' C. Social Accounts, Contacts, and Leads should be disabled for the org D. The YouTube social network icon should be removed from page layouts
A
Stellar Furniture has been sending out different mass emails to entice client interaction and generate leads. The content of these emails varies at different times of the week. There are 3 different marketing approaches, but all are related to the same marketing objective. The sales manager would like to measure the effectiveness of the marketing campaigns and how it relates to leads and opportunities within Salesforce. What should the sales cloud consultant recommend to measure email marketing success? Choose 1 answer. A. Campaigns and campaign hierarchies B. Custom lead conversion process C. AppExchange mass email app D. Experience Cloud sites and Knowledge
A
The Sales Cloud consultant is explaining the benefits of campaign management. Which of the following should not be mentioned? Choose 1 answer. A. Ability to send mass marketing emails directly from the Salesforce campaign B. Ability to customize the information tracked for different types of campaigns C. Ability to track the impact of campaigns on sales deals D. Ability to manage related campaigns together
A
The marketing department of Global Insurance is planning an event to encourage its existing financial advisors to sell a new insurance product that was just launched. How can the capabilities of Salesforce most efficiently support the sales activities resulting from the event if there are a large number of financial advisors? Choose 1 answer. A. Create a campaign, run a report of contacts invited to the event and associate them to the campaign, and track the interest level of each contact B. Create a campaign and manually add the invited financial advisors as members to the campaign C. Create a custom object to track invitations and responses to the event and link D. Create a task for each advisor to track the invitation so that the sales team can follow-up on the response
A
A sales cloud consultant at Cosmic Design is drawn into a meeting with the security review team to discuss the implications of enabling Social Accounts, Contacts, and Leads in Salesforce. Which of the following is true in terms of setting up user access to social networking features? Choose 1 answer. A. Only social network usernames are stored at the org level B. Social network credentials are not saved anywhere in Salesforce C. Social network credentials are stored in encrypted format at the user level D. Social network credentials are stored in encrypted format at the org level
B
A sales cloud consultant at Cosmic Insights has enabled Social Accounts, Contacts, and Leads. Which of the following is true about accessing Twitter information related to a particular lead in Salesforce? Choose 1 answer. A. Depends on the Lead record sharing settings B. Depends on each Salesforce user's Twitter account C. Depends on the Twitter account of the company D. Depends on each Salesforce user's Profile settings
B
Cosmic Solutions would like to rate leads using the standard lead rating field. If a lead is created via a phone inquiry and the lead is interested in a certain product, the lead rating should be set to 'Hot'. What is the most efficient way to implement this requirement? Choose 1 answer. A. Using an Apex trigger B. Using Flow Builder C. Using a formula field D. Using a validation rule
B
Exec Events would like a simple lead scoring solution, contained within Salesforce, that requires the busy marketing team to input minimal data when assessing a lead. What tool could be used to calculate a score within the lead object with minimal input from the Marketing team? Choose 1 answer. A. Approval Process B. Formula fields C. Process Builder D. Campaigns
B
Global Insurance would like to send an email to each member of a campaign. They are using Lightning Experience. What can be suggested as the most efficient way of emailing campaign members? Choose 1 answer. A. Navigate to each campaign member contact record and send an email using a template B. Use the Send List Email action from Campaign Member view C. Define a contact list view filtered on the campaign and send a mass email D. Run a campaign member report and use the send email function
B
Sales Managers want to recognize the campaigns that influence their open deals. The Salesforce Administrator configured automatic association settings to automate this process. What can be expected as a result of this configuration? Choose 1 answer. A. Influential campaigns are added to opportunities even when the campaign-related contact is not assigned a contact role on an opportunity before it is closed. B. Influential campaigns are added to opportunities when a campaign-related contact is assigned a contact role on an opportunity before it is closed. C. Influential campaigns are added to opportunities right after enabling automatic association without any conditions. D. Influential campaigns are added to opportunities when a campaign-related contact is assigned a contact role on an opportunity after it is closed.
B
Which feature of campaign management allows associating a campaign to a specific marketing initiative? Choose 1 answer. A. Campaign Initiatives B. Campaign Hierarchy C. Campaign Grouping D. Campaign Members
B
A sales manager at Cosmic Innovations would like to ensure that Account and Contact data is kept up to date and enriched with information that could help the sales team. What are some consideration of using Lightning Data to enrich data? Choose 2 answers. A. Data integration rules can be used to define which data service is used B. Industry, Firmographic and Geographic data service data can be used to enrich Salesforce records C. Lead, Account and Contact records can be enriched using data from a Lightning data service provider D. Data can be checked and updated automatically daily
BC
A user does not see the social network icons on the Account page layout. What are the possible reasons for this? Choose 2 answers. A. Social Accounts and Contacts is not enabled for the role assigned to the user B. Social Accounts and Contacts is not enabled in the user's personal settings C. Social Accounts, Contacts, and Leads is not enabled in the organization D. Social Accounts, Contacts, and Leads is not enabled for the user's profile
BC
Cosmic Solutions has been executing an aggressive online marketing campaign since the previous quarter. As a result, it is generating more leads than the sales team can manage. What could assist the sales team in prioritizing which leads to follow up? Choose 2 answers. A. Implement round robin lead assignment to ensure an even distribution of leads. B. Add fields to the online form that could be used to qualify and score the leads. C. Add formula fields to the Lead object to score the leads accordingly. D. Outsource lead follow-up to an external call center
BC
Cosmic Solutions is looking for a solution to prospect for new customers. What are some considerations related to using a Lightning Data package for this? Choose 2 answers. A. Lightning Data packages can be used to select companies to add to Salesforce B. Only one data service can be used for importing accounts C. Search filters can be used to find companies that meet certain criteria D. Lightning Data packages can be used to add companies to Salesforce as accounts automatically on a daily basis
BC
The marketing team of Cosmic Learning Solutions uses Lightning Experience to manage campaigns in Salesforce. Each campaign has a lifecycle, and a custom picklist field is used by marketing users to specify the stage of a campaign. The Marketing Director would like to add guidance for the users, especially those who are new to the company, by providing stage-specific tips, best practices, and other company information necessary to move a campaign to the next stage. How can a Sales Cloud Consultant meet this requirement? Choose 2 answers. A. Create a custom Lightning component that can be added to the Campaign record page. B. Create a new Path using the custom picklist field for the Campaign object. C. Use Lightning App Builder to add the Path feature that allows visualizing and tracking the stages of campaigns. D. Set up Einstein Discovery to provide stage-specific tips on campaign records.
BC
The sales department of Cosmic Enterprises has been receiving leads from the marketing department that are non-responsive to sales approaches. The leads have not been qualified enough to justify contact. What can be done to improve the situation? Choose 2 answers. A. Use Data Loader B. Define a lead score threshold C. Define a lead process D. Define a record type
BC
A Digital Marketing Executive working at Cosmic Innovation set up a LinkedIn account for the company which now has thousands of connections. The Marketing Vice President is looking for a way to generate prospects through LinkedIn. Which of the following are required to automatically add leads to Salesforce from LinkedIn? Choose 3 answers. A. Custom HTML Form B. LinkedIn Ad Account C. LinkedIn Lead Gen Form D. Lead Gen Field Mapping E. Lead Process
BCD
What practices can be followed to maintain high lead data quality? Choose 3 answers. A. Create data integration rules on the Lead object B. Create data quality reports and dashboards C. Create lead validation rules to ensure data meets the business rules D. Use duplicate management tools to avoid duplicate creation E. Create an Apex trigger that fires upon lead conversion
BCD
The marketing department of MG Insurance has created an online campaign that directs leads to a landing page with an online form to complete. How can a consultant use the marketing capabilities of Salesforce to support the sales process in this situation? Choose 3 answers. A. Automatically create a new campaign when the first lead completes the online form B. Automatically calculate the total value of opportunities generated from the online campaign C. Calculate the number of responses to the campaign D. Automatically detect duplicate leads within a campaign before creating a new lead E. Automatically associate leads created with an existing campaign
BCE
Cosmic Innovation sends out targeted emails to contacts in Salesforce. However, the marketing manager has found a high percentage of email bounces. What should the Sales Cloud consultant recommend to ensure that there is a higher delivery rate? Choose 1 answer. A. Utilize logic to not send email again if there is a failure. B. Use a marketing automation platform to send marketing emails. C. Use a Lightning Data service to ensure contact emails are current and valid. D. Use a data update rule to ensure that contact emails are current and valid
C
Fast Finance would like to enable Web-to-Lead, but is concerned about the creation of lead records that contain spam. Which of the following represents the best solution to prevent receiving spam via Web-to-Lead? Choose 1 answer. A. Create a lead auto-response rule B. Create validation rules on the Lead object C. Require reCAPTCHA verification D. Create an email restriction rule
C
Global Insurance would like to score Leads based on the amount of Life Insurance a lead is interested in and on the age of the Lead. Leads should be given a score between 1 and 100, with higher scores for more insurance, and the most recently created leads. What would be an appropriate solution to score leads in this scenario? Choose 1 answer. A. Create a picklist and ask user to score leads based on the criteria B. Create a workflow to update a Lead Score custom field C. Use a formula field to calculate the Lead Score D. Use an AppExchange App to determine the Lead Score
C
Which of the following is true about the details that are displayed for Social Accounts, Contacts, and Leads? Choose 1 answer. A. Each user sees the same details B. The details displayed depend on the user's Salesforce profile C. Each user sees different details depending on how they are connected D. The details displayed can be configured by a Salesforce Administrator
C
Cosmic Finance has a website that holds information about multiple products. It has implemented Web-to-Lead and has lead capture forms on different product pages. What can be done to ensure that the lead source is tracked appropriately? Choose 1 answer. A. Expose the Lead Source field to be available for selection in the Web-to-Lead form. B. Create an Apex trigger to populate the Lead Source based on the originating IP. C. Configure Web-to-Lead settings to recognize the originating IP. D. Utilize a hidden field on the web page that holds the Lead Source value.
D
Cosmic Solutions is interested in the social features of Salesforce, but is concerned about the effort to link the social profiles to all records. Which of the following statements is true? Choose 1 answer. A. Social Business Rules can automatically link social profiles to Salesforce records B. Data Loader can be used to link social profiles to records C. Social profiles must be manually linked by each user when accessing the record D. Social profiles are manually linked by selecting a social network profile, but the link is stored for all users
D
Cosmic Tools rewards their sales reps based on leads converted per quarter. This is now causing the sales representatives to convert leads with below par data, thereby reducing account data quality. Which of the following is the best solution to enforce lead nurture and data capture? Choose 1 answer. A. Dashboard on Account object to monitor inflow of bad data B. Required fields on Lead object C. Validation rule on Account / Contact / Opportunity object D. Validation rule on Lead object
D
A Salesforce client is faced with having a large number of duplicate leads in their system that could potentially have useful information. Which options would best cleanse the system of existing duplicate records? Choose 2 answers. A. Use Salesforce duplicate rules functionality B. Create a duplicate alert workflow, which sends an email alert C. Find and delete duplicate leads via Data Loader D. Use an AppExchange solution E. Use Salesforce duplicate jobs functionality
DE
Cosmic Computers would like to implement a lead scoring system, based on whether the lead is a decision maker, the timeframe to buy, and the budget. How would a lead score be implemented based on these factors? Choose 2 answers. A. Custom numeric lead score field B. Workflow rule to update the lead score field C. Custom fields for each criteria D. Custom lead score formula field to total the lead score
CD
Sales managers at Cosmic Circle Trading are concerned about low customer data quality in Salesforce. Which options are available to enrich and update account, contact, and lead records using Lightning Data? Choose 2 answers. A. Select the Update Status option to fill blank fields with Lightning Data field values B. Select records from a list view to clean and update blank information C. Use data integration rules to automatically update data as information changes D. Select records and fields manually to clean and update information
CD
What is true about changing the profile image displayed on a lead record that's linked with a social network profile? Choose 2 answers. A. It is not possible to change the profile image once a lead record has been associated with a social profile B. The 'Replace Profile Images' option must be enabled in Social Accounts, Contacts, and Leads Settings in Setup C. The social viewer can be used to change the profile image of the lead record D. Account Logos should be enabled in order to replace the profile image with a manually added image
CD
Which of the following social media platforms are supported by the Social Accounts, Contacts, and Leads feature? Choose 2 answers. A. Facebook B. LinkedIn C. Twitter D. YouTube
CD
Global Insurance would like to understand the campaigns that influenced 'Closed Won' opportunities. What features of Salesforce could be used to meet this requirement? Choose 3 answers. A. Set multiple campaigns as the Primary Campaign Source on the opportunity B. Ability to associate campaigns with opportunities after they have been closed C. Ability to define rules to specify criteria for automatic association of campaigns to opportunities D. Automatically adding campaigns to opportunities when a contact is assigned a role on an opportunity and is also a campaign member E. Ability to specify the maximum number of days between a contact's association with the campaign and the opportunity's creation date
CDE
What information is commonly captured to assist in lead scoring and qualification using the BANT framework? Choose 3 answers. A. Awareness of products B. City location C. Decision-making authority D. Company budget E. Timeframe to purchase
CDE
A high number of leads have been discovered that were created some time ago, but not followed up on. There is a concern that the information is out of date and time will be wasted on contact activities. As a Sales Cloud consultant what would you recommend to achieve a quick resolution to this issue? Choose 1 answer. A. Verify with the last listed contact if the information on the record is correct B. Check and update the data manually before handing to sales to contact C. Make all the significant fields required on Sales Rep's layout to make sure the data is complete D. Use a Lightning Data package such as D&B Optimizer to clean and complete the data
D
