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Sales-Cloud-Consultant Certified Salesforce Sales Cloud Consultant (WI24) Questions and Answers

Questions 4

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

Options:

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.

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Questions 5

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?

Options:

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.

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Questions 6

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

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Questions 7

The Universal Containers sales team wants to easily show Account relationships to its sales reps and report on these relationship.

Which two considerations should the consultant take into account?

Choose 2 answers

Options:

A.

Account relationships are visible from Person Account records.

B.

A Person Account can be either a parent or child in the Account Hierarchy.

C.

Account Hierarchy displays only the Amounts users have Read permission to view.

D.

Accounts can be organized into different divisions based on specific criteria.

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Questions 8

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

Which two actions should the consultant recommend working around the issue?

Choose 2 answers

Options:

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.

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Questions 9

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

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

Options:

A.

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

B.

Mark the fields as required on the Page layout.

C.

Customize Path and create validation rules dependent on stages.

D.

Configure Path by checking the Key Field Required checkbox.

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Questions 10

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

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Questions 11

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.

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Questions 12

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

Options:

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.

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Questions 13

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.

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Questions 14

Cloud Kicks is expanding to international markets. Sales reps are unable to find

specific products in the international price book.

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

Choose 2 answers

Options:

A.

Add the products to a product family.

B.

Activate the products

C.

Add the products to the price book.

D.

Share the products with sales reps.

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Questions 15

After completing a successful Sales Cloud rollout to a new business unit at Universal Containers, sales forecasting within Salesforce is inaccurate. Upon closer inspection, some

opportunities appear in the incorrect forecast category.

How should a consultant troubleshoot this issue efficiently?

Options:

A.

Write a conditional validation rule on the Forecast Category field.

B.

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

C.

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

D.

Verify the Stage to Forecast Category Mappings on the Opportunity object

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Questions 16

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

Which step should the consultant complete next?

Options:

A.

Upgrade to the latest Salesforce Release.

B.

Sign off on the statement of work.

C.

Deliver training.

D.

Complete a post-mortem.

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Questions 17

The consultant at Universal Containers recently enabled forecasts. A sales manager is concerned that all open opportunities appear in the Pipeline forecast category. Opportunities in Perception Analysis and Proposal/Price Quote stages should appear in the Best-Case category. Opportunities in the Negotiation/Review stage should appear in the Commit category.

How should the consultant ensure opportunities appear in the correct forecast categories?

Options:

A.

Create a field update with Flow to update the forecast category based on the opportunity stage

B.

Edit the probability percentage on opportunity stage picklist values.

C.

Map opportunity stages to the appropriate forecast categories.

D.

Update the opportunity stage picklist value labels to match the category to which they should be assigned

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Questions 18

Sales reps at Cloud Kicks (CK) often receive important customer emails they want to record as activities related to contacts in Salesforce. CK has Office 365, as well as a policy that

prevents users from installing anything directly on their computers.

Which solution should a consultant recommend meeting this requirement?

Options:

A.

Salesforce for Outlook

B.

Salesforce Console for Sales

C.

Einstein Activity Capture

D.

Lightning Console for Sales

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Questions 19

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.

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Questions 20

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.

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Questions 21

A consultant has been tasked with analyzing the way sates reps use Salesforce to work a deal from inception to close, and then presenting this information to management.

What should the consultant utilize to present the information?

Options:

A.

Sales Architecture Map

B.

Business Process Map

C.

System Landscape Diagram

D.

Entity Relationship Diagram

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Questions 22

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.

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Questions 23

Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system.

Which stage of the project lifecycle does this fall under?

Options:

A.

Plan

B.

Document

C.

Test

D.

Design

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Questions 24

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?

Options:

A.

Sales Cloud Einstein

B.

Einstein Activity Capture Standard

C.

Email to Salesforce

D.

Sales Cloud Console

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Questions 25

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?

Options:

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.'

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Questions 26

Good Kicks has the goal of generating high-quality leads by implementing Sales Cloud.

Which metrics should the consultant analyze to determine the success of this goal?

Options:

A.

Total number of Leads created by a Sales Rep

B.

Lead to Opportunity Conversion Rate

C.

Lead to Quote Conversion Rate

D.

Total number of Leads by source

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Questions 27

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

How should a consultant meet the requirement?

Options:

A.

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

B.

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

C.

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

D.

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

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Questions 28

The Cloud Kicks marketing team wants to view and report in Lightning on any opportunities created as a result of 2 Campaign. Which two choices should a consultant recommend meeting the requirement?

Choose 2 answers

Options:

A.

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

B.

Enable Customizable Campaign Influence in Setup.

C.

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

D.

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

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Questions 29

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

Which solution should the consultant recommend?

Options:

A.

Sharing Rules

B.

Territory Management

C.

Account Teams

D.

Sales Cloud Einstein

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Questions 30

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.

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Questions 31

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?

Options:

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

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Questions 32

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

B.

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

C.

Set organization-wide defaults for opportunities to Private.

D.

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

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Questions 33

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.

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Questions 34

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

Which feature should a consultant recommend building this report?

Options:

A.

Custom report type

B.

Joined report

C.

Custom filter

D.

Cross filter

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Questions 35

The consultant at Cloud Kicks has successfully implemented the Einstein Lead Scoring feature, and now wants to measure its effectiveness and track lead conversion rates.

Which three standard dashboards are available?

Choose 3 answers

Options:

A.

Conversion Rate by Lead Score

B.

Conversion Rate by Lead Source

C.

Lead Scores by Created Date

D.

Average Lead Score by Lead Source

E.

Lead Score Distribution

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Questions 36

Universal Containers has hired a new employee for the Global Sales Leadership team. The employee is intere 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?

Options:

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 dosed by region using charts to show sale: green and lost opportunities in red.

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Questions 37

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

What should the consultant take into consideration about these contacts?

Options:

A.

Contacts without accounts need to be shared through sharing rules

B.

Contacts without accounts are shared through the Role Hierarchy.

C.

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

D.

Contacts without accounts need to be manually shared.

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Questions 38

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.

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Questions 39

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

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Questions 40

Universal Containers (UC) deployed Sales Cloud three months ago to the North American sales teams. One of the reasons UC selected sales cloud is its mobile support which provides flexibility for account executive.

How should the consultant assure UC s management that Sales Cloud is being successfully adopted on mobile de devices?

Options:

A.

Create a report to show the volume of opportunities created in the last three months compared to a year ago.

B.

Create a custom report type to show the use of mobile devices by users in the last three months.

C.

Track sales results month-over-month for the last three months to show an increase m the average order site.

D.

Leverage visualforce to show the use of mobile devices by users during the last three months.

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Questions 41

Northern Trail Outfitters (NTO) has completed its annual planning and wants to

update the territory assignments for all sales reps in its enterprise. NTO understands this can impact the current year closing due by the end of the quarter. The IT team is also planning a release of the new incentive management package that will be used by sales reps.

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

Choose 2 answers

Options:

A.

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

B.

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

C.

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

D.

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

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Questions 42

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

How should the consultant proceed?

Options:

A.

Conduct another Discovery session.

B.

Define and submit a change order for the new items.

C.

Revise the timeline for the new items.

D.

Continue work because it is covered by the warranty.

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Questions 43

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.

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Questions 44

Cloud Kicks has organization-wide defaults set to Private for Account.

With the rollout of Opportunity Teams, what should a consultant consider?

Options:

A.

The Opportunity will be implicitly Write for the team,

B.

Opportunity should be set to Public Read/Write first.

C.

Account should be set to Public Read first.

D.

The Opportunity's Account will be implicitly Read for the team.

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Questions 45

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.

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Questions 46

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

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Questions 47

Universal Containers has configured the Account organization-wide default (OWD)

sharing as Public Read Only. All customer Accounts are owned by the customer successmanager. 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?

Options:

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.

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Questions 48

Cloud Kicks is expanding its operations to Europe. The company wants to enable able 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?

Options:

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.

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Questions 49

The Cloud Kicks sales team collaborates on opportunities which help them close more deals. What should the consultant configure to allow contributing sales team members to share in the revenue from closed opportunities?

Options:

A.

Enable Opportunity Splits from Setup.

B.

Add the Opportunities to a Campaign

C.

Add the contributors to the Opportunity's Contact role related list.

D.

Create Quick Actions to create child Opportunities.

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Questions 50

‘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.

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Questions 51

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

Options:

A.

Create implementation plan.

B.

Establish project goals.

C.

Define sales processes.

D.

Define success metrics.

E.

Set project milestones.

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Questions 52

The sales director at Universal Containers wants to ensure that a custom field on the Lead object is excluded from Einstein Lead Scoring.

How should the consultant meet the requirement?

Options:

A.

Exclude the custom field from all page layouts.

B.

Omit the custom field from the scoring model.

C.

Clear the custom field's values on all records.

D.

Make the custom field Read-Only on all profiles.

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Questions 53

Cloud Kicks requires its sales reps to 90 through an internal certification process on myTrallhead before they add specific groups of Products to Opportunities.

Which two solutions should be used to validate that sales reps have completed the myTrailhead badge?

Choose 2 answers

Options:

A.

Use a validation rule on Opportunity Products to prevent a sales rep from adding Products marked as requiring the myTrailhead badge if the rep has yet to complete the badge.

B.

Use a Process Builder process on Products marked as requiring the myTrallhead badge to automatically share the Products with sales reps who have completed the badge.

C.

Use a validation rule on Products marked as requiring the myTrailhead badge to prevent those Products from being added to an Opportunity.

D.

Use a separate once book for the Products requiring the myTrailhead badge and only share the once book with sales reps who have completed the badge-

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Questions 54

A large company is about to undertake its Initial Sales Cloud implementation. Different people will create features in multiple sandboxes. The consultant has recommended using change sets to move customizations to the full copy sandbox for testing and then move them to production for release

Which two approaches should the consultant recommend to help migrate the customizations from the full copy sandbox to production?

Choose 2 answers

Options:

A.

Utilize change set tool dependency management

B.

Leverage cloud-based Git version control to deploy changes

C.

Use Salesforce Dx with visual studio to deploy changes.

D.

Track manual changes in a spreadsheet

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Questions 55

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

has a public sharing model for Accounts. Different sales reps own local Accounts that create a

multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities

and the revenue value for all Accounts in the hierarchy when viewing 2 Parent Account.

Which recommendation meets this requirement?

Options:

A.

Configure an after-save flow to update a custom field on the parent Account with the

total value of opportunities from the child Accounts.

B.

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

C.

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

D.

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

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Questions 56

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.

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Questions 57

Cloud Kicks (CK) has recently implemented Sales Cloud. CK wants to be able to forecast the number of shoes it sells to better coordinate with the logistics department to fulfill orders.

Which three options should a consultant recommend CK implement to accomplish this?

Choose 3 answers

Options:

A.

Opportunity Quantity

B.

Collaborative Forecasts

C.

Forecast Types

D.

A custom field

E.

Product Revenue Schedules

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Questions 58

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.

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Questions 59

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.

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Questions 60

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?

Options:

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.

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Questions 61

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.

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Questions 62

The Cloud Kicks sales team can create leads for both business and individual

customers. Person Accounts have been enabled in its Salesforce org.

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

Options:

A.

Create an Individual Lead Record Type.

B.

Populate the Company field with ‘Person.

C.

Enable Contacts to Multiple Accounts.

D.

Leave the Company field blank.

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Questions 63

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.

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Questions 64

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.

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Questions 65

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.

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Questions 66

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

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

Options:

A.

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

B.

Enable parenthetical currency conversion.

C.

Create a formula field to perform a currency calculation.

D.

Use USD for Australian Opportunity currencies.

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Questions 67

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.

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Questions 68

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.

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Questions 69

Cloud Kicks (CK) uses a sales model where pre-defined groups of reps work collaboratively on Accounts. Each group is also responsible for specific Accounts. CK has

organization-wide default access set to Public Read/Write for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope of

responsibility. CK wants to allow reps to view any Account but restrict editing to only reps who are responsible for those specific Accounts.

Which two steps should a consultant recommend allowing reps to continue to collaborate while eliminating incorrect edits?

Choose 2 answers

Options:

A.

Change Account organization-wide defaults to Private.

B.

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

C.

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

D.

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

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Questions 70

Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CX has implemented dated exchange rates by using Advanced Currency Management.

How is the converted currency amount calculation on Opportunities determined?

Options:

A.

The close date regardless of the opportunity stage

B.

The close date only when the stage is closed

C.

The current exchange rate regardless of the close date

D.

The exchange rate at the time the opportunity is closed

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Exam Name: Certified Salesforce Sales Cloud Consultant (WI24)
Last Update: Mar 28, 2024
Questions: 234

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