Salesforce Flashcards
(65 cards)
1
Q
- 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?
A. Develop reports and dashboards that compare the existing and new territories.
B. Install the Territory Health Assessment app from AppExchange.
C. Run the updated assignment rules in the Planning State and view the accounts on the territory detail page.
A
C
2
Q
- 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?
A. Create a Historical Trending report.
B. Create a year over year sales by Account report.
C. Create an average stage duration by Opportunity report.
A
B
3
Q
- The Contact Us form on the Cloud Kicks website creates leads that sales reps need to contact in a timely manner. The VP of sales wants to know when the lead status is still new a day after the lead was created. Sales reps want a simple way to contact these leads. Which action should the consultant take to meet the requirements?
A. Create a dynamic report with a filter where “Lead created date is equal to TODAY” and “Status equals new”.
B. Create a Lead list view filtered for “Lead created date not equal to TODAY” and “Status equals new”.
C. Create a Lead escalation rule with criteria “Lead created date not equal to TODAY” and “Status not equal to new”.
A
A
4
Q
- Cloud Kicks (CK) sells formal and athletic footwear lines. CK is using Product Families on Products to associate each product to its corresponding line. CK currently forecasts an Expected Revenue amount that combines all products together. A consultant is assessing how CK can divide its forecasts by footwear line. Which solution should the consultant recommend to improve CK’s forecasts?
A. Configure a new Forecast Type on Opportunity Product grouped by Product Family.
B. Configure a new Forecast Type on Opportunity grouped by Product Family.
C. Configure separate stages and sales processes for each Product Family.
A
A
5
Q
- Universal Containers is in the planning phase of its Sales Cloud Implementation. In a recent discussion, the CEO expressed a desire to measure the return on investment (ROI) of its sales and marketing efforts by location. Which solution should the consultant recommend?
A. Track total opportunity pipeline by lead source and location.
B. Track total cases submitted by lead source and location.
C. Track total accounts created by lead source and location.
A
A
6
Q
- Sales leadership at Universal Containers is concerned that sales reps are negotiating deals with contacts without the authority to make a decision, resulting in lost deals. What should the consultant recommend to resolve the issue?
A. Allow sales reps to mark the contact on each opportunity as “Primary” to indicate the decision maker.
B. Enable Opportunity Teams so sales reps can track the decision maker for each opportunity.
C. Require sales reps to add the stakeholder as the decision maker on each opportunity before the rep can progress the stage.
A
C
7
Q
- 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?
A. Compliance Risk
B. Technical Risk
C. Operational Risk
A
B
8
Q
- Universal Containers is using Collaborative Forecasts and wants to show sales reps their individual numbers for opportunities they are predicted to win based on amounts for all forecast categories over the next quarter. What should a consultant recommend to meet this requirement?
A. Use a formula field based on the forecast category.
B. Enable Cumulative Forecast Rollups.
C. Add the Forecast Summary component to the page.
A
A
9
Q
- Cloud Kicks has a large remote sales department working in many different locations. Management wants greater visibility into the opportunities in progress with their respective teams. They also want to receive emails when opportunities reach key metrics (for example, stage progression) or a high probability. However, they want to control the frequency of their emails. Which solution should a consultant recommend?
A. Subscribe to Chatter Feed Tracking to receive updates.
B. Create a report filtering for the criteria and allow managers to subscribe to the report.
C. Define a record-triggered flow when the stage is updated to new values.
A
C
10
Q
- Cloud Kicks wants to measure the adoption of its Sales Cloud rollout. Which key performance indicator (KPI) should the consultant recommend?
A. Number of Community Contacts added in the last year
B. Number of User logins in the last month
C. Number of Opportunities Closed Lost in the last month
A
B
11
Q
- Cloud Kicks (CK) recently implemented Einstein Opportunity Scoring in its production org. CK is using the Amount field in its Opportunity Scoring model. What will a user without access to the Amount field on the Opportunity object observe?
A. The Amount field will be hidden from the contributing factors section.
B. The Opportunity Score field and the Amount field will be hidden for that user.
C. The Amount field will display an error in the contributing factors section.
A
A
12
Q
- Universal Containers (UC) has Account and Contact data it wants to migrate to Sales Cloud. The data comes from several sources and the data quality is unknown. The consultant wants to assess the entire data set for quality prior to loading it to production without impacting UC’s current operations. The consultant recommends using a Full Copy sandbox as an initial step. Which Sales Cloud feature should the consultant use to support this approach?
A. External IDs
B. Import Wizard
C. Duplicate Jobs
A
C
13
Q
- Cloud Kicks’ (CK) global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. CK wants to generate accurate reporting directly in Sales Cloud. After enabling Advanced Currency Management, what should the consultant do next?
A. Adjust currency conversion dynamically based on date range.
B. Show deal values in a user’s default currency.
C. Update currency values manually on a weekly basis.
A
A
14
Q
- Cloud Kicks wants to implement a methodology to determine which current leads have the most in common with leads that have successfully been converted in the past. How should the consultant meet this requirement?
A. Create Cadence Steps.
B. Use Einstein Lead Scoring.
C. Use Lead Conversion Reporting.
A
B
15
Q
- Universal Containers is growing its international business. Domestic sales reps believe that the standard price book has too many records reflecting different currencies and country-specific product variations. What should the consultant recommend to improve usability for sales reps?
A. Use custom price books for domestic and international customers.
B. Use separate product catalogs for domestic and international customers.
C. Update the product naming conventions to include the currency in the product name.
A
A
16
Q
- It is a priority at Cloud Kicks to implement logic and automation to qualify top leads. The company has captured significant data points on converted leads and won opportunities. What should the consultant do first to ensure a best practices implementation?
A. Configure a qualification screen flow to help sales reps quickly determine which leads are most important.
B. Identify a recommended base Lead score, evaluate the results, and adjust the score accordingly.
C. Review converted lead data with sales and marketing to understand the interaction patterns that led to conversion.
A
C
17
Q
- Universal Containers (UC) recently implemented new Sales Cloud solutions. UC stakeholders believe that user adoption is best measured by the login rate. Which additional key metric should the consultant recommend?
A. Opportunities created in the last 30 days
B. Events synchronized in the last 30 days
C. Cases closed in the last 30 days
A
A
18
Q
- Cloud Kicks (CK) frequently works with contractors for marketing focus groups. These contractors change companies often, and CK wants to retain its company history through Accounts. What should the consultant recommend?
A. Implement the Contacts to Multiple Accounts feature.
B. Use a custom object to represent the previous companies.
C. Implement Person Accounts to represent the relationship.
A
C
19
Q
- Universal Containers has a large amount of data that currently lives in a system outside of Sales Cloud. Users need to see a subset of this data. Which consideration should the consultant take into account?
A. Salesforce Connect should be used with on-premises data systems.
B. Salesforce Connect allows real-time access to current data.
C. Salesforce Connect External Objects count against the limit of custom objects.
A
B
20
Q
- 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?
A. Report on accounts with and without onsite activities.
B. Report on opportunities with and without onsite activities.
C. Report on the activity type that corresponds to an onsite visit.
A
B
21
Q
- The sales team at Cloud Kicks needs to track the number of retail locations for each of its leads. Once the lead is converted, the sales team wants to see the number of retail locations related to their customers. The service team also wants to view this information. What should the consultant do to meet this requirement?
A. Create a custom object related to the Account and Lead objects to store the retail locations.
B. Add roll-up summary fields to calculate the number of retail locations related to the Account and Lead objects.
C. Map the custom field from the Lead object to the custom field on the Account object during lead conversion.
A
C
22
Q
- 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 a parent account. Which recommendation meets this requirement?
A. Reference the revenue totals on the parent account in the Account Hierarchy view.
B. Create a roll-up summary field on the Account with the total value of won opportunities from the child accounts.
C. Configure an after-save flow to update a custom field on the parent account with the total value of won opportunities from the child accounts.
A
C
23
Q
- What is a consideration when enabling Multiple Currencies?
A. If any issues arise during implementation, Multiple Currencies can be disabled.
B. When Multiple Currencies is enabled, changes to exchange rates update the converted amount on all records except closed opportunities.
C. Accounts, Opportunities, Leads, Cases, and Opportunity Product Schedules support multiple currencies reporting.
A
B
24
Q
- Cloud Kicks wants sales reps to be able to give customers access to key files without setting up an Experience Cloud site. Which Salesforce feature satisfies this requirement?
A. Chatter link
B. Email template
C. File sharing link
A
C
25
25. 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?
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.
A
26
26. Cloud Kicks has just deployed all of its configurations. The admin wants to build a new process using objects that were deployed. Which best practice should a consultant recommend to the admin?
A. Build in a Developer sandbox and test changes in a test release environment.
B. Build in a test release environment and test changes in a Partial Copy sandbox.
C. Build in a Partial Copy sandbox and test changes in the staging environment.
A
27
27. Universal Containers is planning to migrate two million account records and 10 million contact records from its existing legacy CRM application to Sales Cloud. Which solution should the consultant recommend?
A. Third-party tool
B. Data Import Wizard
C. Data Loader
A
28
28. 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?
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.
A
29
29. During a discovery session at Cloud Kicks, a major topic is highlighted that is outside the current statement of work (SOW). The addition to the project scope is necessary but will be difficult to implement. How should the consultant proceed?
A. Conduct another discovery session to define the new items.
B. Revise the timeline to accommodate the new items.
C. Create a change request for the new items.
C
30
30. The consultant at Cloud Kicks has successfully implemented Einstein Lead Scoring. The VP of sales wants to see the effectiveness of this new functionality. What should the consultant do to fulfill this request?
A. Create a custom report type for Sales Cloud Einstein records.
B. Add the Einstein prediction column to the forecast list view.
C. Add a standard dashboard for Sales Cloud Einstein.
C
31
31. 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?
A. Enable Contact Roles.
B. Create an Apex trigger on the Lead object.
C. Leave the Company field blank.
C
32
32. 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?
A. Prioritize executive requests.
B. Collect input from stakeholders.
C. Train end users after deployment.
C
33
33. Cloud Kicks needs to set sales quotas for all sales reps. Which solution should the consultant consider?
A. Use the Data Import Wizard.
B. Enable Forecast Quotas from Setup.
C. Assign quota values by profile.
B
34
34. Cloud Kicks want to track the return on investment (ROI) of its marketing campaigns for trade shows and customer webinars. What should the consultant recommend?
A. Create a custom field on the Opportunity object to capture Campaign details.
B. Enable Campaign Influence and add it to the Opportunity page layout.
C. Use the Primary Campaign Source field on the Opportunity object.
C
35
35. 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?
A. Bring additional resources from the consulting firm to the project.
B. Revisit the communication plan and set up more frequent check-ins.
C. Confirm that the statement of work (SOW) is realistic.
B
36
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?
A. Meet with a large group of employees to listen to their feedback.
B. Send a survey to all employees asking for a list of desired changes.
C. Ask all employees to email their ideas and feedback to the consultant.
B
37
37. Cloud Kicks wants to set up contacts and accounts, where contacts can be associated to multiple accounts. Which configuration allows for this setup?
A. Create a custom object between the Account object and Contact object.
B. Set up lookup fields on the Contact object for multiple accounts.
C. Enable users to relate a contact to multiple accounts in Setup.
C
38
38. Cloud Kicks (CK) has recently rolled out Sales Cloud. CK uses an enterprise resource planning (ERP) system as its system of record for customer data. When an account has its first Closed Won opportunity, the ERP system should be updated immediately from the account and opportunity records. Which option should the consultant recommend to meet the requirement?
A. Script the ERP to call a Flow endpoint every 5 minutes to fetch newly won opportunities and their related accounts.
B. Implement Platform Events to publish Opportunity wins to the ERP, which will call back for opportunity and account information.
C. Create an Accounts with Opportunities report filtered on Opportunities won today that the ERP can subscribe to.
B
39
39. The Northern Trail Outfitters sales team has reported that many of the leads they receive are missing an email address or phone number. Which approach should a consultant recommend to address this issue?
A. Create a validation rule that requires a Phone and Email.
B. Set default values for Phone and Email fields on the Lead object.
C. Make Phone and Email fields required on the Lead convert form.
A
40
40. Cloud Kicks wants its sales operations team to place orders for United States customers in Sales Cloud. The sales ops team needs to 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?
A. A screen flow for orders
B. A formula field on the Order object
C. An app from AppExchange
C
41
41. Universal Containers (UC) has acquired another company that uses Sales Cloud and is migrating its legacy data, email alerts, and approval processes. Which steps should the consultant perform to maintain data integrity?
A. Insert users and migrate email alerts and approval processes into UC's Sales Cloud org.
B. Merge data from the existing Sales Cloud org into UC's Sales Cloud org, migrate email alerts, approval processes, and then users.
C. Use the Sales Cloud clone feature to migrate email alerts and approval processes into UC's Sales Cloud org.
A
42
42. When a lead is created, Cloud Kicks wants to implement rules to assign the lead to the appropriate user. The new record should have the assignee's default record type. Which approach should the consultant recommend to meet the requirement most efficiently?
A. Use Lead settings to set the record type of the assignee.
B. Match the record type of the assignee in the User settings.
C. Create a flow to update the lead record type of the assignee.
C
43
43. During the Discovery phase of a Sales Cloud implementation, which step should a consultant complete to prepare for a successful engagement?
A. Create the implementation plan.
B. Define sales processes.
C. Set project milestones.
C
44
44. 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?
A. Volume of customer, partner, and prospect data identified prior to migration
B. Number of marketing campaign licenses required for the migration
C. Role hierarchy and sharing rules set up prior to migration
A
45
45. A custom lead qualification process was implemented at Universal Containers over a year ago. The process has been underutilized by sales reps. A consultant suggested that the reason why adoption of the process by sales reps is poor is due to a lack of executive sponsorship. Why is executive sponsor involvement so important for success?
A. Executive sponsors support the system after launch.
B. Executive sponsors are champions of the project.
C. Executive sponsors ensure there is a workable solution.
B
46
46. Cloud Kicks (CK) recently completed the first phase of its Sales Cloud implementation. In the next phase, one factor that consultants are considering is whether any of CK's 500 sales agents are using a mobile device or a browser to access Salesforce. What should the consultants do to efficiently analyze how users are logging in to Salesforce?
A. Create a custom report on the User object.
B. Review the login history on the user record.
C. Create a User report and filter by Login Subtype.
C
47
47. Sales reps at Universal Containers want to know when a customer or prospect contact opens an email the reps sent so they can follow up with the contact shortly afterward. Which tool should a consultant recommend to meet the requirement?
A. Einstein Activity Capture
B. Enhanced Email
C. Salesforce Inbox
C
48
48. Cloud Kicks (CK) recently finished a redeployment of its Lightning pages. CK users report that Lightning pages are loading slowly. CK management wants to consider the impact this has on adoption. What should the consultant recommend that CK use to evaluate Lightning pages?
A. Performance Analysis for App Builder
B. Real-Time Event Monitoring
C. Data Integration Metric
A
49
49. Cloud Kicks (CK) is developing its organizational change management (OCM) and rollout strategy. The consultant has emphasized the value of leveraging the experiences of partners and customers within the Salesforce ecosystem. Which resource should the consultant recommend to help CK reach its goal?
A. Trailblazer Community
B. Salesforce Premier Success
C. End user feedback
A
50
50. Cloud Kicks has 300,000 account records and 16 million invoices in a custom object with a master-detail relationship to the Account. End users have stated that each account record takes a long time to display. What should the consultant do to reduce the amount of time it takes to load pages and increase adoption?
A. Move the invoice related list to a separate tab on the record page and communicate the change to users.
B. Convert the invoice master-detail into a lookup relationship and tell the users it is a required field.
C. Enable indexing on all visible fields on the invoice related list and create a training plan for the users.
A
51
51. The sales manager at Universal Containers has noticed that sales teams are having trouble understanding who should own an Opportunity. Sales teams base their sales opportunities on assignments to specific ZIP codes. Which solution should the consultant recommend?
A. Sharing Rules
B. Sales Territories
C. Account Teams
B
52
52. Northern Trail Outfitters has created a Complaints custom object related to Accounts. The organization-wide default has been set to Private. Only users within the Complaints Specialist public group should be able to view and edit any Complaint record. Which option should a consultant recommend to meet the requirements?
A. Create a criteria-based sharing rule that grants Read/Write access to the Complaints Specialist public group.
B. Set the Complaints objects default visibility to allow only the users in the Complaints Specialist public group to access the records.
C. Use Apex managed sharing to grant record access to users in the Complaints Specialist public group.
B
53
53. Northern Trail Outfitters (NTO) wants to start tracking orders on accounts in Sales Cloud. NTO has hired a consultant to complete the project. What should the consultant take into account when implementing sales orders?
A. Order line items can be added or removed after an order is activated.
B. Orders can be activated for active and inactive contracts.
C. Contract Number is a required field on the Order page layout.
C
54
54. Universal Containers has been using Sales Cloud for the last 5 years to manage leads, accounts, contacts, and opportunities. The SVP of sales recently attended a conference and learned about Sales Cloud Einstein features. The SVP is very interested in Einstein Lead Scoring and Einstein Deal Insights. The SVP hired a consultant to create an implementation immediately. Which step should the consultant take first?
A. Enable Einstein Activity Capture in a developer org.
B. Enable both Einstein features in production.
C. Run the Einstein Readiness Assessor in a sandbox.
C
55
55. Cloud Kicks has a Public Read Only Opportunity sharing model. A sales rep noticed they can edit some opportunities associated with accounts they own, but are unable to edit other opportunities associated with accounts they own. Which reason explains the sales rep’s experience?
A. Some opportunities associated with these accounts are owned by other users.
B. The user is a member of an Account Team with Read/Write access on Opportunities.
C. Sharing rules for Opportunities are set to a public group for managers.
B
56
56. The sales department at Cloud Kicks (CK) is growing quickly. New sales executives want to use Sales Cloud to identify the prospects and customers who make or influence the decision to purchase CK products. What should the consultant recommend to document the decision-makers and influencers?
A. Use Contact Roles on the Opportunity object.
B. Update Primary Contact on all Opportunities.
C. Create a report showing Contacts with executive job titles.
A
57
57. Northern Trail Outfitters published detailed activity measures for its sales teams 6 months ago. The VP of sales has noticed that the number of sales activities reps have logged has increased to meet the new standards, but the actual number of booking activities remains low. The VP suspects that sales reps misunderstand the activity measures process. What should the consultant recommend?
A. Deploy Sales Engagement and use Cadences.
B. Train the reps on targeted interactions.
C. Reevaluate Opportunity stages.
A
58
58. After creating a brand new sneaker Product object record for Cloud Kicks, the admin is unable to add this product to Price Books. How should the consultant resolve the issue?
A. Add the product to a price schedule.
B. Edit the sharing settings of the Product object.
C. Set a standard active price.
C
59
59. Sales managers at Cloud Kicks want to create a sales dashboard of key performance indicators (KPIs) to measure day-to-day operations. Which key metric should the consultant include in the dashboard?
A. Number of updated opportunities
B. Number of outbound calls made over a period of time
C. Number of marketing qualified leads (NQL)
B
60
60. 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 appropriate access to Accounts and Contacts. The organization-wide defaults (OWD) for Contact are set to Controlled by Parent. Which solution should the consultant recommend to share Contacts?
A. Change the Contact OWD to Private and create sharing rules to grant visibility.
B. Add the Sharing button to the page layout so sales reps can share Contacts.
C. Set up Account Teams with defaults for each sales rep.
C
61
61. After a project deployment, several bugs were identified by and users and prioritized by the project team. How should a consultant resolve these issues?
A. Build out the issue resolution release in the staging environment.
B. Build out the issue resolution release in a development sandbox.
C. Perform user acceptance testing (UAT) in a development sandbox.
B
62
62. 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?
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.
C
63
63. Sometimes, Universal Containers sales reps need to create contacts without accounts based on business processes. What should the consultant take into consideration?
A. Contacts are private and only the owner and admin can view them.
B. Contacts are private and shared through sharing rules.
C. Contacts are private and shared through the role hierarchy.
A
64
64. Cloud Kicks noticed its data quality has degraded since its initial Sales Cloud implementation and is working with a consultant to develop a data management plan. The consultant suggested some best practices for creating, processing, and maintaining data. Which functional area can be improved by using third-party data enrichment tools?
A. Owing roles and records
B. Monitoring changes and updates
C. Enforcing validation rules
B
65
65. Universal Containers (UC) is going to kick off a Sales Cloud implementation project next month. In preparation for discovery workshops with the business stakeholders, the project manager has asked for a list of key topics the team wants to ask the client about prior to the workshop. Which topics will help the team get to know UC better?
A. Specific, measurable, achievable, relevant, and time-bound
B. Goals, values, initiatives, strategies, and obstacles
C. Budget, authority, need, and time
B
