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Sales-Cloud-Consultant Certified Salesforce Sales Cloud Consultant (SU24) Questions and Answers

Questions 4

Cloud Kicks has purchased a list of prospects and wants sales reps to contact and measure the return on investment (ROI) of the purchased list.

Which solution should the consultant recommend?

Options:

A.

Import the list as new Leads and update the Lead Source to “Purchased Lead”.

B.

Import the prospects as Contacts and assign them to Accounts.

C.

Import the list as new Leads and map the Campaign during import.

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Questions 5

The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks. The sales team needs to create

and edit leads, contacts, and opportunities with ease.

Which feature should the consultant recommend the sales team use?

Options:

A.

Smart Actions

B.

Lightning Mobile Component

C.

Einstein Activity Capture

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Questions 6

The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts and wants to merge them.

What should the consultant explain to the team about merging Person Accounts?

Options:

A.

They can be merged with contact records.

B.

They can be merged with any type of Account.

C.

They can be merged with other Person Accounts.

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Questions 7

Cloud Kicks is utilizing Advanced Currency Management. The sales director submitted a request to display to total amount of all the open opportunities related to the Account page layout.

How should the should consultant implement a solution to meet the requirement?

Options:

A.

Use a record-triggered flow to set the value on the account.

B.

Create a roll-up summary field on the Account object.

C.

Use a custom formula field on the Opportunity object.

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Questions 8

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

Options:

A.

Matching Is based on the standard Email field.

B.

Matching is based on any Email field.

C.

Matching is based on Full Name and standard Email field.

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Questions 9

What is a key capability of Data Loader?

Options:

A.

Prevents importing duplicate record data

B.

Imports organization and configuration metadata

C.

Runs one-time or scheduled data imports

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Questions 10

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

What should the consultant recommend to meet the requirement?

Options:

A.

An app from AppExchange

B.

formula field on the Order object

C.

screen flow for orders

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Questions 11

The sales team at Cloud Kicks has been late meeting project deadlines and missed multiple meetings.

What should the consultant recommend to the project manager?

Options:

A.

Bring additional resources from the consulting firm to the project.

B.

Confirm that the statement of work (SOW) Is realistic.

C.

Revisit the communication plan and set up more frequent check-ins.

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Questions 12

A consultant for Universal Containers is preparing to migrate the company's legacy CRM to Sales Cloud. The admin for the previous system is enthusiastic about Sales Cloud and driving the

objectives of the implementation, but end users have expressed dissatisfaction about moving to a new platform.

How should the consultant determine and validate their approach with end users?

Options:

A.

Enlist the help of a champion to ensure that Sales Cloud is meeting end user needs.

B.

Interview top-level executives to understand the Sales Cloud key performance indicators (KPIs) for end users.

C.

Conduct a technical review of Sales Cloud with developers to evaluate solutions for end users.

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Questions 13

Cloud Kicks wants to release product enhancements effectively to drive user adoption and have the greatest impact on the organization and users' day-to-day functions.

Which step should the consultant recommend to successfully manage changes and releases initiated by Salesforce?

Options:

A.

Collect input from stakeholders.

B.

Train end users after deployment.

C.

Prioritize executive requests.

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Questions 14

A consultant received feedback that various sales teams are providing inconsistent updates to leadership about the progress of deals.

What should the consultant recommend for aligning processes and providing more reliable information about the pipeline to leadership?

Options:

A.

Create a Sales Engagement report.

B.

Customize Sales Path.

C.

Enable Sales Forecasting.

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Questions 15

Cloud Kicks wants to streamline the approval process and give sales managers more efficient ways to approve opportunities in a timely manner.

Which strategy should the consultant recommend to improve Approval Processes?

Options:

A.

Allow managers to approve or reject requests via an email.

B.

Configure Einstein Opportunity Insights to approve requests.

C.

Add a dashboard of pending approvals to the Chatter feed.

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Questions 16

Cloud Kicks (CK) has been losing market share to competitors over the past year. CK management is planning next year's budget and has allocated more money for in-person meetings with its existing partners because CK thinks it will reduce churn.

Which option should a consultant recommend that CK use to track the spending increase for onsite visits?

Options:

A.

Report on opportunities with and without onsite activities.

B.

Report on the activity type that corresponds to an onsite visit.

C.

Report on accounts with and without onsite activities.

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Questions 17

Cloud Kicks is running a campaign for the Shoe of the Month club. Sales management wants to use Campaign Influence features with Opportunities to attribute a percentage of success to Influential campaigns.

Which feature will allow for revenue share with standard and custom attribution models?

Options:

A.

Create a reporting snapshot for Campaign Influence.

B.

Customizable Campaign Influence for reporting.

C.

Create a formula field to track Campaign Influence.

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Questions 18

Cloud Kicks (CK) has an external enterprise resource planning (ERP) system that stores product order information.

CK wants to view those orders as a related list on the Account record in real time.

Which best practice should the consultant recommend?

Options:

A.

Create a Lightning component, Get the real-time product order Information from the ERP system using a REST integration. Add the component to the account page.

B.

Create a custom product order information object. Run a nightly batch job to get details from the ERP system. Add the custom object as a related list on the Account.

C.

Implement Salesforce Connect and an external object to get real-time product order information. Add the external object as a related list on the Account.

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Questions 19

Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing

sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.

Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected in Sales Cloud.

How should the consultant show sales operations what the data will look like after the change?

Options:

A.

Develop reports and dashboards that compare the existing and new territories.

B.

Run the updated assignment rules in the Planning State and view the accounts on the territory detail page.

C.

Install the Territory Health Assessment app from AppExchange.

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Questions 20

Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts without creating duplicate Contact records.

What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature?

Options:

A.

Create a junction object to link Accounts and Contacts.

B.

Designate a default account as the Contact's primary account.

C.

Add account relationships from the Contact record.

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Questions 21

Cloud Kicks manages prospects for lead generation in a marketing application.

To ensure data quality, which prospects should the consultant migrate from the marketing application to lead records?

Options:

A.

All prospects

B.

Contacted prospects

C.

Qualified prospects

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Questions 22

Cloud Kicks wants to enable sales reps to view an individual team member's split percentage when the split percentage is less than 100% of the revenue amount.

Which attribution method should the consultant recommend?

Options:

A.

Opportunity Percentage Split

B.

Opportunity Amount Split

C.

Opportunity Overlay Split

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Questions 23

The sales director of retail products at Cloud Kicks wants to allow sales reps to clone orders to avoid repetitive tasks.

Which guideline should a consultant consider when cloning an order with products?

Options:

A.

A cloned order must have a later end date from the associated contract.

B.

A cloned order must be associated with the same contract as the original order.

C.

A cloned order's start date must fall between the associated contract's start and end dates.

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Questions 24

The Cloud Kicks marketing team purchased a marketing automation tool and is implementing a lead qualification process. The sales director provided key attributes and activity history of the ideal lead.

What should the consultant do to help marketing improve the process?

Options:

A.

Create reports based on the sales metrics provided in the marketing automation tool and train marketing users to identify and qualify leads.

B.

Develop the Lead score and grade in the marketing automation tool to automatically determine when a lead should become qualified.

C.

Set up the marketing automation tool to send prospects to the sales director and ask sales reps to assist in the qualification process.

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Questions 25

Cloud Kicks (CK) wants to implement sharing rules.

Which consideration should the consultant explain to CK?

Options:

A.

Sharing rules can expand access beyond the organization-wide default levels.

B.

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

C.

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

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Questions 26

In a recent management meeting, the VP of sales voiced concern over the current economic environment. To better understand the effectiveness of its marketing efforts, the VP expressed a need to monitor and reduce churn going forward.

Which strategy should a consultant recommend to address the VP's concern?

Options:

A.

Create a year over year sales by Account report.

B.

Create an average stage duration by Opportunity report.

C.

Create a Historical Trending report.

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Questions 27

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

Options:

A.

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

B.

Assess project requirements to decide if custom development or third-party apps are needed, considering budget and resources.

C.

Opt for custom development, weighing long-term scalability and maintenance against quick solutions.

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Questions 28

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

What should the consultant take into consideration?

Options:

A.

Contacts are private and shared through sharing rules.

B.

Contacts are private and shared through the role hierarchy.

C.

Contacts are private and only the owner and admin can view them.

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Questions 29

During the Discovery phase of a Sales Cloud implementation, which step should a consultant complete to prepare for a successful engagement?

Options:

A.

Set project milestones.

B.

Create the implementation plan

C.

Define sales processes

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Questions 30

Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them.

Which functionality should the consultant recommend?

Options:

A.

Develop a new Sales Console app including opportunities.

B.

Select the Split View option from the My Opportunities list view.

C.

Create a dashboard with reports on My Opportunities.

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Questions 31

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

process within the overall business.

What should the admin create to meet this requirement?

Options:

A.

Capability Model

B.

Value Stream Map

C.

Detail Process Mapping

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Questions 32

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?

Options:

A.

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

B.

Incorporate the new ideas into the solution design.

C.

Invite only the subject matter experts to subsequent workshops.

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Questions 33

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.

Clear the custom field values on Lead records.

B.

Omit the custom field from the Scoring Model.

C.

Remove the custom field from Lead page layouts.

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Questions 34

Cloud Kicks is restructuring its sales teams to align with its product lines. Each sales rep will focus only on the accounts they've been assigned.

Sales reps will run specific product upsell processes.

Which action should the consultant take to support a successful sales team transition?

Options:

A.

Meet with territory sales leadership to design territory assignment rules.

B.

Meet with sales reps to review products they are assigned and implement Opportunity Teams.

C.

Meet with executive sales leadership to understand the requirements for record sharing.

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Questions 35

The sales director at Universal Containers is concerned the percentage of all opportunities marked Closed Won is lower than expected. Historically, qualified leads must have a budget that is at

least $10,000. The director wants sales reps to prioritize high-value prospects.

Which action should a consultant recommend to meet the requirement?

Options:

A.

Use an approval process upon lead conversion when the budget is over $10,000.

B.

Map the Lead Budget field to an Opportunity Revenue field.

C.

Map the Lead Budget field to an Opportunity Amount field on the Opportunity.

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Questions 36

The sales manager at Cloud Kicks has proposed that the consultant hold a discovery meeting with 250 employees who use Sales Cloud currently to gain information to improve adoption.

Which approach should the consultant recommend to the sales manager to meet this goal efficiently?

Options:

A.

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

B.

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

C.

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

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Questions 37

Cloud Kicks (CK) has hired a consultant to help enhance its current Salesforce implementation.

What should the consultant do first to help CK meet its business requirements?

Options:

A.

Conduct discovery sessions.

B.

Design the architecture.

C.

Define the solution.

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Questions 38

Management at Universal Containers wants to identify duplicate Leads in its org so marketing reps can clean them up later.

What should a consultant do to ensure clean leads for the marketing reps?

Options:

A.

Create a formula field on Lead for duplicates.

B.

Create a Validation Rule to find duplicates.

C.

Run a duplicate job with a Matching Rule.

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Questions 39

Universal Containers (UC) has an Account Hierarchy of customer accounts, with parent accounts representing corporate headquarters and child accounts representing franchises. The VP of sales believes that many franchises are missing from UC's Sales Cloud org because sales reps are unaware of

them.

What should the consultant recommend to fill in the missing franchises?

Options:

A.

Utilize Sales Engagement to add an External ID to the data.

B.

Implement a data enrichment package from AppExchange.

C.

Download the Data Quality Analysis Dashboard from AppExchange.

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Questions 40

A consultant has conducted discovery sessions with Cloud Kicks stakeholders and is ready to begin gathering use cases for deal processes.

Which group should provide content for the use cases?

Options:

A.

Business development team

B.

Leadership team

C.

Finance team

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Questions 41

Cloud Kicks currently supports three business lines within a single Salesforce instance: Running, Athleisure, and Celebrity Co- Branded. The VP of Athleisure controls a large budget and is often

able to re-prioritize business stories and 'shadow projects' into releases ahead of other groups.

This topic comes up frequently and often derails the monthly project management meeting. This limits the amount of time available to cover other critical topics.

Which strategy should the consultant recommend to address these issues?

Options:

A.

Create a weekly all-hands call, including business and technology resources, to review direction and priority of development.

B.

Propose a monthly executive steering committee to manage budget, handle direction questions, and ensure development capacity is split equitably.

C.

Divide the development team into three units/tracks to support each line of business Independently.

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Questions 42

Northern Trail Outfitters wants to migrate its Sales Territories to a new structure for the upcoming fiscal year.

Which aspect should a consultant consider for this migration?

Options:

A.

Only one territory model can be active at any given time.

B.

Territory user assignments are migrated to the new model.

C.

Access to a territory model is controlled through profiles or permission sets.

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Questions 43

At a kickoff meeting for a new project, a consultant starts gathering information to be used in the project implementation plan.

They ask the participants to define what project success will look like.

Which strategy is the consultant using?

Options:

A.

Design Direction

B.

Discovery

C.

Challenge Framing

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Questions 44

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 an emphasis on reinforcing activities that drive sales.

Which action should help support the sales teams?

Options:

A.

Create a dashboard that displays the most sales closed by region using charts to show sales in green and lost opportunities in red.

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.

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Questions 45

The Discovery phase with Cloud Kicks (CK) has just ended.

CK wants a visual way to see how the new business processes will work. CK's process is complex and requires multiple slides.

What should the consultant create to provide this high-level view?

Options:

A.

Value Stream Map

B.

Universal Process Notation

C.

Capability Model

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Questions 46

Northern Trail Outfitters had issues with its last two Salesforce deployments, both of which caused system downtimes that exceeded planned estimates. The CIO asked a consultant to develop a Risk Register to identify and mitigate these types of issues with future deployments. The CIO asked

the consultant to log the two previously known issues as a starting point for the register.

In which Risk category do these system downtime issues fall?

Options:

A.

Technical Risk

B.

Compliance Risk

C.

Operational Risk

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Questions 47

Cloud Kicks uses an external Enterprise Resource Planning (ERP) application to process its orders. The ERP application needs to receive data about opportunities when the opportunity closes.

Which solution should the consultant recommend?

Options:

A.

External Relationship with custom object

B.

Salesforce Connect

C.

Outbound Message with record-triggered flow

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Questions 48

The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org.

What should the consultant do to convert a Lead into a Person Account?

Options:

A.

Enable Contact Roles.

B.

Leave the Company field blank.

C.

Create an Apex trigger on the Lead object.

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Questions 49

Cloud Kicks has recently set up Sales Cloud and wants to measure the health of an account by comparing the amount of emails

that are exchanged in a month.

What should the consultant recommend?

Options:

A.

Salesforce Inbox

B.

Activity Report

C.

Einstein Activity Capture

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Questions 50

Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account's discount field. CK sales reps are located in different regions and use different currencies. A consultant creates a

custom formula field on the Opportunity.

Which currency will the custom formula use for its value if the opportunity and account records have different currencies?

Options:

A.

Opportunity currency

B.

User currency

C.

Corporate currency

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Questions 51

Cloud Kicks wants to set up contacts and accounts, where contacts can be associated to multiple accounts.

Which configuration allows for this setup?

Options:

A.

Set up lookup fields on the Contact object for multiple accounts.

B.

Create a custom object between the Account object and Contact object.

C.

Enable users to relate a contact to multiple accounts in Setup.

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Questions 52

Universal Containers (UC) deployed Sales Cloud 3 months ago to the North American sales teams. One of the reasons UC selected Sales Cloud is its mobile support which provides flexibility for sales reps.

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

Options:

A.

Report on the opportunity records created on a mobile device.

B.

Download the Login History report and filter by device type.

C.

Review the user profiles for mobile device permissions.

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Questions 53

Cloud Kicks maintains products and price books on an external platform due to the high frequency of product pricing changes. Sales managers want to monitor pipeline by sales rep and

track team revenue to goal in Sales Cloud.

What should the consultant do to meet the requirement?

Options:

A.

Implement Opportunity Teams and Opportunity Splits.

B.

Create reports on closed Opportunities.

C.

Use Opportunities and enable Forecasts.

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Questions 54

Cloud Kicks (CK) acquired a shoe distribution partner. The marketing and sales directors want to migrate the existing sales and marketing data into CK's Sales Cloud instance.

Which aspect should the consultant consider first before proceeding with the data migration?

Options:

A.

Number of marketing campaign licenses required for the migration

B.

Role hierarchy and sharing rules set up prior to migration

C.

Volume of customer, partner, and prospect data identified prior to migration

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Questions 55

Cloud Kicks needs to set sales quotas for all sales reps.

Which solution should the consultant consider?

Options:

A.

Use the Data Import Wizard.

B.

Enable Forecast Quotas from Setup.

C.

Assign quota values by profile.

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Exam Name: Certified Salesforce Sales Cloud Consultant (SU24)
Last Update: Dec 7, 2024
Questions: 186

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