Set 2 Flashcards
1
Q
Cloud Kicks wants to send a notification to sales reps when their opportunities remain open past the close date.
Which two solutions should the consultant recommend to meet the requirement?
Choose 2 answers
A. Instruct sales reps to follow their opportunities.
B. Add sales reps to the Opportunity Team.
C. Enable Einstein Opportunity Insights.
D. Use Flow with a scheduled action and an email alert.
A
C, D
2
Q
Northern Trail Outfitters (NTO) is preparing for the launch of its new sales cloud implementation to a global user base. With previous sales automation application, the company had slow adoption of the new solution. What factor should be considered with the sales cloud deployment to help ensure the adoption? Choose 3 answers
A. Training in local language
B. Maintenance release schedule
C. Management communications
D. Type of training delivered
E. Sales rep quota targets
A
A, C, D
3
Q
Cloud Kicks wants to see how many closed won opportunities a campaign has generated over the last 30 days. They have implemented a campaign influence model that uses the primary campaign source. Which two steps are needed to meet this requirement using standard functionality? Choose 2 answers
A. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
B. Have the administrator define rules for campaigns to automatically add opportunities and then lock after 30 days.
C. Add child campaigns of the primary campaign source automatically if the child campaigns have an end date that falls before the opportunity close date
D. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity
E. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date
A
A, E
4
Q
Universal Containers (UC) has implemented Opportunity Teams. As part of the sales process, tasks are used to track all customer interactions. UC wants any available team member to handle these tasks as soon as possible.
Which Salesforce functionality should the consultant recommend to meet the requirement?
A. Workflows to create a Task for each team member
B. Task queues for each Opportunity Team
C. Assignment rule selected by default
D. Task “Assigned To” set to Opportunity Team role
A
D
5
Q
Cloud Kicks is in the process of implementing Salesforce for its sales teams. Senior management has concerns about adoption.
What should a consultant recommend to encourage adoption?
A. Define the sales process.
B. Establish goals and key metrics.
C. Plan a first release with minimum features
D. Give users access to a Sandbox environment.
A
B
6
Q
The Cloud Kicks mobile sales team is using a combination of iOS and Android devices. The sales manager has requested that sales representative must record client meeting activity within Salesforce immediately after a meeting. Which two actions should a Consultant recommend to meet this requirement? Choose 2 answers
A. Have the sales reps install the Salesforce Mobile app on their devices.
B. Log a meeting with mobile smart actions automatic sync.
C. Log an activity using a Quick Action.
D. Log a meeting activity using the email to Salesforce feature.
E. Have the sales reps install the Outlook for Lightning app on their device.
F. Have the sales reps install Salesforce on their mobile devices.
A
A, B
7
Q
A Consultant for Cloud Kicks notices that the Deploy date for the Sales Cloud project is also the same weekend of a Salesforce release. What should the Consultant recommend?
A. Let Cloud Kicks know that there is a Salesforce release and that it may take longer
B. Stop all work because the impact of the Salesforce release is unknown
C. Update the project plan for the following week and communicate the change
D. Complete the project sooner and push before the Salesforce release
A
C
8
Q
The VP of Sales at Cloud Kicks wants to provide options to sales representatives for changing Account or Contract details for a created order. Which two conditions should the Consultant consider to meet this requirement? Choose 2 answers
A. The Contract associated with the Order is also associated to the new Account
B. The Currency associated with the Order can be different from the new contract
C. The Order should be in Draft Status
D. The price book associated with the Order is also associated to the new Account
A
A, C
9
Q
Cloud Kicks has sales teams distributed across global regions, The direction from sales leadership is to define access based on region. For example, users within the region have access to regional dashboards, while the leadership team has access to global dashboards. What should the Consultant recommend to meet this requirement?
A. Create region-based sales groups, one leadership group, and one Dashboard folder with View access.
B. Create one Dashboard folder for all regions for both sales and the leadership team with View access.
C. Create Dashboard folder for all regions’ sales team and one Dashboard folder for the leadership team.
D. Create Dashboard folders for each regional sales team and one Dashboard folder for leadership team.
A
A
10
Q
Cloud Kicks’ VP of Technology wants to start using Salesforce for all of the sales teams automation. 70 million records were all migrated from a legacy database to the data warehouse that will be synced with Sales force. Cloud Kicks wants to be able to search and cross-reference records with the original source database. What should a Consultant recommend to meet this requirement?
A. Use a custom field named External ID and map this to the current record ID value.
B. Use the standard External ID field and map this to the current record ID value.
C. Use the standard External ID field and map this to the original record ID value.
D. Use a custom External ID field and map this to the original record ID value
A
D
11
Q
The project is almost finished, and now it’s time to test the changes and updates that have been made before go-five. Cloud Kicks does not have a Partial or Full Sandbox.
How should the consultant recommend testing be conducted?
A. Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases.
B. Create a new Developer Edition org, populate it with data, and ask volunteers to test it with use cases.
C. Create test Accounts and Opportunities in Production and ask volunteers to test it with use cases.
D. Create a new Sandbox and ask volunteers to test it with use cases.
A
A
12
Q
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?
A. Leave the Company field blank.
B. Create an Individual Lead Record Type.
C. Enable Contacts to Multiple Accounts.
D. Populate the Company field with ‘Person.
A
A
13
Q
The sales director at Universal Containers is concerned the percentage of all Opportunities marked Closed Won is lower than expected. The director wonders if sales reps are converting leads before enough information is known about the prospects.
Which two criteria should a consultant recommend to determine if a lead is qualified ?
Choose 2 answers
A. The lead has submitted a written agreement to purchase.
B. The lead works for a well-known company.
C. The lead needs Universal Container’s products and services.
D. The sales rep believes there is a strong likelihood of a sale to this lead.
A
B, D
14
Q
What features of work.com can managers use to help sales representatives meet their quotas? Choose 2 answers
A. Coaching feed visible to the entire sales teams
B. Coaching dashboards to monitor progress
C. Coaching plans to help the sales rep drive results
D. Coaching feedback that automatically adjusts the goals
A
C, D
15
Q
Cloud Kicks has a private sharing model on Accounts. Account Executives need to ensure that Business Development Users can qualify marketing Opportunities on their accounts. There can be different Business Development Users for a given opportunity. Sales Management needs to be able to report on which Business Development Users are assigned to opportunities. What should the Consultant recommend to the Account Executives?
A. Share Accounts with Business Development Users
B. Add Business Development Users as Account Team members with a role that grants Modify All access.
C. Add Business Development Users as Opportunity Team members with a role that grants read/write access
D. Share Opportunities with Business Development Users by granting read access to Opportunities in their portfolio
A
C
16
Q
Northern Trail Outfitters (NTO) has automated the process of creating new account records in salesforce. All account records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. NTO is now seeing performance issues when it makes any changes to account sharing rules. What can NTO do to address the issue without changing its integration?
A. Ensure that the generic user has the Modify All Data permission.
B. Contact salesforce support to add an index to the account object.
C. Set the organization wide defaults for accounts to public read/write.
D. Ensure that the generic user has not been assigned a role.
A
D
17
Q
Cloud Kicks has enabled quotas in collaborative forecasts. In which three ways can the quotas be managed for all users in forecast hierarchy? Choose 3 answers.
A. Setup -> Forecast Settings -> Configure
B. Add/update quotas using the Data Import Tool
C. Upload quotas using API
D. Add/update quotas using DataLoader
E. Setup -> Quotas -> Forecast Quotas
A
A, C, D
18
Q
A consultant is working with a client to implement Territory Management and Collaborative Forecasting. The client has signed off on the solution design document.
Which three steps should the consultant take during the Build stage to ensure a successful implementation?
Choose 3 answers
A. Demonstrate how the application works.
B. Develop training material.
C. Communicate the anticipated live date.
D. Configure the application in a sandbox.
E. Clone feature metadata to production.
A
A, C, D
19
Q
A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account.
What should the consultant recommend to allow account owners to selectively share an account’s contacts with opportunity owners?
A. Transfer contact ownership from themselves to the opportunity owner.
B. Add opportunity owners to the Account Team and configure contact sharing.
C. Transfer account ownership from themselves to the opportunity owner.
D. Add opportunity owners to the Opportunity Team and configure contact sharing.
A
B
20
Q
Northern Trail Outfitters has organization-wide defaults set to private. Sales representatives own the accounts and want to collaborate with relevant people from other departments ( E. g. marketing and finance).
Collaborating team members must be able to access and report on relevant dat a. Which two solutions should be recommended?
A. Use account team to share records with relevant people
B. Use Opportunity team to share records to relevant people
C. Use Chatter to share records with relevant people
D. Use manual sharing on account to share specific record.
A
A, D
21
Q
Users at Cloud Kicks (CK) say the global search is returning too many results when searching for contacts. CK’s admin confirmed that users have the correct permissions and record access to the contacts they want to see.
What should a consultant recommend to yield better search results?
A. Add company name next to contacts full name in the search window.
B. Use quotation marks operator around contact’s first and last name.
C. Add LIKE keyword next to contact’s full name in the search window.
D. Use parentheses operator to limit search to the Contacts object.
A
A
22
Q
Cloud Kicks wants to know how many closed won Opportunities a Campaign has generated over the last 30 days. Which two steps should the consultant take to meet this requirement using standard functionality?
Choose 2 answers
A. Add child Campaigns of the primary Campaign source automatically.
B. Ask the admin to enable Customizable Campaign Influence.
C. Add criteria to the auto-association settings to limit the matches to the past 30 days.
D. Define rules for Campaigns to add Opportunities and then lock after 30 days.
A
B, C
23
Q
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
A. Enable offline create, edit, and delete in Salesforce.
B. Enable the system permission to store offline data in Salesforce.
C. Enable caching in Salesforce.
D. Enable the connect offline feature in Salesforce.
A
A, C
24
Q
Northern Trail Outfitters is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its email templates are retained. What should be recommended for a successful migration?
A. Enable Email to salesforce before sending email templates to salesforce
B. Manually recreate the email and mail merge templates in salesforce
C. Create an email template change set or use the Lightning Platform.
D. Enable Email-to-case and use Import Wizard.
A
B
25
Cloud Kicks has enabled multi-Currency in its organization. All the rates are set.
What will happen if the exchange rates are adjusted?
A. New opportunities will use the new conversion rate and old opportunities will remain the same.
B. All opportunities with conversion rates will use the new rate.
C. Opportunities created this month will use the new conversion rate and old opportunities will remain the same.
D. All newly closed opportunities will use the new conversion rate.
A
26
A Consultant arrives for a requirements workshop, but key resources are absent. What is the likely reason the key resources are absent?
A. The proper roles, resources, and risks were not identified
B. The project plan did not receive sign-off
C. The purpose and scope were not defined
D. The resources were not on the Project Kick-off
A
27
Cloud Kicks has hired a consultant to help with its quoting process. The consultant has determined that some quote custom fields should be viewed from the Opportunity.
What should a consultant consider when implementing the custom fields?
A. Related Quote items on all Quotes are impacted when an Opportunity Line Item is deleted.
28
Cloud Kicks is preparing to deploy its configurations. The chosen release date is during a Salesforce Release window. The current configuration is in Non-Preview Sandbox.
Which two strategies should a consultant recommend?
Choose 2 answers
A. Test new configurations in a preview sandbox
B. Deploy after the Salesforce Release.
29
Cloud Kicks needs the ability to determine the effectiveness of a recent marketing campaign on new leads. Which solution should the Consultant recommend?
A. Create a custom text field to capture the marketing campaign
B. Enable campaign influence and report on the influence percent and revenue share.
C. Create a custom object and a record for the campaign, then relate the newly created record to the lead
D. Specify the date range of the leads added to the campaign.
B
30
Which three actions should a consultant recommend to provide alignment between a new formal sales methodology and Salesforce? Choose 3 answers
A. Consider available sales methodology AppExchange applications
B. Override Salesforce user interface with the sales methodology user interface.
C. Configure Salesforce standard and custom objects to support the sales methodology
D. Develop a data integration between Salesforce and the sales methodology database
E. Embed Lightning components within Salesforce to support the sales methodology
A, C, E
31
The sales team at Cloud Kicks has been late meeting deadlines on a specific project and has missed multiple project meetings.
What should the consultant recommend to the project manager?
A. Revisit the communication plan and set up more frequent check-ins.
32
Cloud Kicks has identified the KPIs it wants to track for the year. The inside sales team wants a visual way to see the team's progress for the year.
What should the consultant recommend to meet the requirement?
A. Modify a report based on KPIs.
B. Set up a Path based on the KPIs.
C. Set up a dashboard with the KPI reports.
D. Install a KPI Tracker app from the AppExchange.
C
33
Which two use cases will protect the integrity of order data with activation limitations? Choose 2 answers
A. New Products can be added to Active Orders.
B. Orders can be activated only if they include a product.
C. Multiple reduction orders can be created for a single order.
D. Products can be removed from Active Reduction Orders.
B, C
34
Cloud Kicks has configured Account Teams and is ready to go live in Production.
How should the consultant migrate Account Team configuration to Production?
A. Deploy with Change Sets.
B. Create manually.
C. Push with Workbench.
D. import with Data Loader.
D
35
Cloud Kicks (CK) uses a sales model where pre defined groups of reps work collaboratively on Accounts. Each group is also responsible for specific Accounts. CK has organization wide default access set to Public Read/1 for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope responsibility. CK wants to allow reps to view any Account, but restrict editing to only reps who are responsible for those specific Accounts.
Which two steps should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?
Choose 2 answers
A. Change Account organization-wide defaults to Private.
B. Create an Account sharing rule to grant Read/Write access to all Accounts.
C. Enable Account Teams to allow owners to grant Read/Write access.
D. Change Account organization-wide defaults to Public/Read-Only.
C, D
36
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
A. Enable Account Teams to allow opines to grant Read/Write access.
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. Change Account organization-wide defaults to Private.
A, B
37
The Salesforce administrator for Cloud Kicks needs to set sales quotas for all sales representatives. Which three solutions should the Consultant consider? Choose 3 answers
A. Use the API
B. Use Data Loader
C. Enable Forecast Quotas from Setup.
D. Add a record to the quota object.
E. Add a record to the Quotas related list from the user record.
F. Update the sales quota field from the opportunity record.
A, B, E
38
Universal Containers' sales operations team needs to provide visibility on sales pipeline changes on a monthly basis.
How should the consultant meet this requirement?
A. Create an Opportunity History report for open pipeline Opportunities in a given date range.
B. Create a sales pipeline dashboard that includes filters for Opportunity date ranges.
C. Create a custom pipeline date range field and display it on the Forecasting tab.
D. Create training an how to use date filters on reports to compare pipeline for different date ranges.
B
39
Universal Containers wants to allow its Salesforce users to view and update customer billing information from the company's invoicing system within a separate Salesforce org.
What should a consultant implement to meet this requirement?
A. Workflow Rules and Outbound Messaging
B. Salesforce Connect and External Objects
C. My Domain and Single Sign-On
D. Ce Nightly scheduled Batch Data jobs
B
40
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
A. Implement Inbox to sync Outlook or Gmail calender events.
B. Log emails with records in Salesforce from Outlook or Gmail.
41
Northern Trail Outfitters (NTO) is devising a separate sales methodology to upsell service contracts to its existing customer base. The company would like to track and report on these deals separately from other deals. What should a consultant recommend to meet this requirement?
A. Create an opportunity record type and sales process for reporting on these deals
B. Create separate page layout and report to flag and report on these deals
C. Create a customer filed on opportunity to flag and report on these deals.
D. Add upsell as a stage and create a summary report by opportunity stage
A
42
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?
A. Account Teams
B. Sales Cloud Einstein
C. Territory Management
D. Sharing Rules
C
43
Management at Northern Trail Outfitters wants to make sure their sales representatives are recording important email communication with customers while they are away from their offices. The sales representatives use various email applications. Which solution should be recommended?
A. Copy and paste emails manually to the customer record in salesforce from their smartphones and computers
B. Download and install the Salesforce for Outlook connector on their smartphones and computers
C. Forward emails using their Email-to-Salesforce email address from their smartphones and computers
D. Download and install a Salesforce universal connector for their smartphone and computers.
C
44
Universal Containers wants to help sales reps handle phone calls with prospective customers more efficiently Which tool should the consultant recommend?
A. Open CTI
B. Activity Capture
C. Entitlements
D. Order Management
A
45
Northern Trail Outfitters (NTO) wants to improve sales productivity in inside sales and it has been advised to consider Salesforce Console for sales. What use case will satisfy this requirement? Choose 2 answers
A. Need to add notes quickly or log activities for each record
B. Need to see records and related items as tabs under one screen
C. Need to chat with customer in real time with chatter
D. Need to prioritize search results for contacts and opportunities
A, B
46
The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK's management wants the sales team to follow two different lead qualification processes before converting the Lead into an opportunity.
Which three actions should a consultant recommend to meet this requirement?
Choose 3 answers
A. Create Status picklist values specific to each lead type.
B. Create a new profile and only assign one lead record type to it.
C. Create distributor and retailer lead record types.
D. Create retailer and distributor lead processes.
E. Add leads to different campaigns based on lead type.
A, C, D
47
Universal Containers wants to set up Einstein Activity Capture for Microsoft to allow automatic syncing of sales reps" Person Accounts with Microsoft contacts and vice versa.
Which consideration should the consultant be aware of?
A. Einstein Activity Capture is supported in the Salesforce Classic interface.
B. New Person Accounts should be created in Salesforce and synced to Microsoft.
C. Lightning Sync works in conjunction with Einstein Activity Capture.
D. New Person Accounts should be created in Microsoft and synced to Salesforce.
C
48
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
A. Opportunity Splits must be enabled at the same time.
B. The Forecast tab should be visible to easily view the forecasts.
C. A Single Category or Cumulative Forecast Rollup should be defined.
D. Multiple Forecast Types must be created and activated.
B, C
49
What should a consultant recommend to show a dashboard with forecast by product family with quotas?
A. Build a joined report with closed opportunities, forecasting items, and quotas
B. Customize Quotas with product report and add necessary fields
C. Build a custom report with closed forecasting quotas with forecasting items
D. Create an analytical snapshot to capture the opportunity forecast
D
50
Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associate records, such as opportunities, contracts, and case, based on team member responsibilities.
Which capability should the consultant recommend?
A. Account Teams
B. Sharing rules
C. Opportunity Teams
D. Role hierarchy
A
51
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
A. EAC supports emails, events, and contacts.
B. EAC adds events to the activity timeline for custom objects.
C. EAC events are unable to be synched with contacts and leads.
D. EAC a two-way sync for events and contacts.
A, D
52
A sales representative at Northern Trail Outfitters needs to securely send confidential product roadmap information to a premier customer. Which two steps should be taken to send this information using content delivery? Choose 2 answers
A. Require the recipient to log into Salesforce to access the content
B. Require the customer to enter a security token to download the content
C. Require the customer to enter a password to view the content
D. Remove access to the content after a specified date
C, D
53
Cloud Kicks acquired a shoe distribution partner. The Marketing and Sales Directors want to migrate the existing sales and marketing data into Cloud Kicks' Salesforce instance. Which three aspects should the Consultant consider before proceeding with the data migration? Choose 3 answers
A. Total number of records being imported compared to the Salesforce edition
B. Number of marketing campaign licenses required for the migration
C. Classic feature that have been improved by Lightning Experience
D. Criteria to apply to records that should be archived before migration
E. Volume of customer, partner, and prospect data from existing system
A, D, E
54
Which two process should be recommended to track the campaigns that influence won opportunities? Choose 2 answers
A. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date.
B. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.
C. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
D. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
B, C
55
Question 55/159
Northern Trail Outfitters (NTO) currently uses the customizable forecasting feature. A sales representative at NTO has four opportunities for the current quarter that are detailed below: * $3,500 opportunity in the Best Case forecast category * $2,000 opportunity in the Commit forecast category * $1,000 opportunity that has been dosed/won * $1,000 opportunity that has been lost What are the sales representatives Best Case forecast for the current quarter?
A. $3,500
B. $5,500
C. $2,000
D. $6,500
D
56
The sales director of retail products at Cloud Kicks wants to allow cloning of orders to help sales reps process repetitive orders.
What are two guidelines to consider when cloning an order with products? Choose 2 answers
A. A new order's currency or price book will remain the same If the original order has products.
B. A cloned order must be associated with the same contract as the original order.
C. The admin will be able to set up which fields can be cloned to a new order.
D. A cloned order's start date must fall between the associated contract's start and end dates.
A, D
57
Universal Containers is migrating data from a legacy system into Salesforce.
Which two considerations should a consultant take into account when importing Campaign Members?
Choose 2 answers
A. The Campaign ID is required in the import file.
B. Leads, Contacts, and Business Accounts can be Campaign Members.
C. The Marketing User feature license must be assigned.
D. The Status of the Campaign Member is optional.
B, D
58
Cloud Kicks is a large global company. The week of global training falls on a holiday week for the European region of the office on holiday. Which best practice should the Consultant recommend to overcome this obstacle?
A. Set up training session for just the European region and run the scheduled training.
B. Move trainining for all users to the following week and communicate the change.
C. Talk to the manager of that region and tell them how important training is and that they should come.
D. Run the training as planned and record it so the other users can watch the video.
A
59
Cloud Kicks has just completed its initial Sales Cloud Go-Live. Cloud Kicks leadership wants to target users who are not yet using the new application. What should a consultant recommend?
A. Use the Lightning Usage app.
B. Run a Mobile Login report.
C. Run a Report on Users never Logged In.
D. Track logins in a spreadsheet.
C
60
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
A. Adjust currency rates on a set schedule.
B. Show deal value in a user's default currency.
C. Adjust currency conversion dynamically based on a given date range.
D. Implement org-wide reporting that displays deal values appropriately.
A, C
61
Management at Northern Trail Outfitters want to see forecast numbers by all sales representatives and by multiple product groups. Which two actions should a consultant recommend to meet these requirements? Choose 2 answers
A. Build a custom forecast report showing product groups
B. Build a forecast list view by product family groups
C. Implement Collaborative Forecasting with quota attainment.
D. Implement Collaborative Forecasting with product family.
C, D
62
Cloud Kicks uses Salesforce in Lightning Experience to manage business Accounts and Person Accounts. The sales director wants to associate Person Accounts to business Accounts and/or Contacts.
Which Salesforce feature should the consultant recommend to meet these requirements?
A. Create a reverse lookup from Contacts to Accounts.
B. Use the Contacts to Multiple Accounts feature.
C. Use a junction object between Accounts and Contacts.
D. Create a custom lookup from Accounts to Contacts.
B
63
Sales Manager at Cloud Kicks need to show reports and dashboards with opportunity forecast by Product family with team quotas. Which solution should a Consultant recommend?
A. Configure an analytic snapshot to capture the Opportunity forecast and quotas.
B. Create a custom report type with forecasting quotas and items.
C. Configure quotas with a product report and add necessary fields.
D. Create a joined report with closed Opportunities, forecasting items, and quotas.
B
64
The shipping department at the Northern Trail Outfitters (NTO) is responsible for sending product samples as part of the sales process. When an opportunity moves to the 'Sampling' stage, NTO an automatic email sent to the shipping department listing the Products on the opportunity. How can this requirement be met using a workflow email?
A. Create it on the Opportunity using an HTML email template.
B. Create it on the Opportunity using a visualforce email template.
C. Create it on the Opportunity Product using an HTML email template.
D. Create it on the Opportunity Product using a visualforce email template.
B
65
Cloud Kicks wants to set up Contacts and Accounts, where Contacts can be associated to multiple Accounts. Additionally, Cloud Kicks wants the ability to identify where activities are happening at the Account level.
Which two configurations will allow this setup?
Choose 2 answers
A. Allow users to relate a Contact to multiple Accounts in Account settings.
B. Add relevant fields for Account Contact Relationship to the page layouts.
C. Enable the roll-up to a contact's primary account.
D. Set up Lookup fields on the Account for each tier of relationship.
A, B
66
How should Cloud Kicks prepare for its first meeting to discuss its Salesforce implementation with a consultant?
A. Gather key stakeholders. Establish goals and key metrics. Plan for users. Define the sales process
B. Gather key stakeholders. Establish goals and key metrics. Set up the communication plan. Define the sales process.
C. Establish key metrics. Set up profiles. Define the sales process. Gather key stakeholders. Set up the communication plan.
D. Establish goals and key metrics. Define the sales process. Plan for users. Identify the admin.
B
67
The Cloud Kicks sales team collaborates on Opportunities, which helps the team succeed and close more deals. What should the Consultant configure to allow contributing sales team members to share in the revenue from closed Opportunities?
A. Add the contributors to the Opportunity's contact role related list.
B. Create quick actions to create child Opportunities
C. Add the Opportunities to a campaign
D. Enable Opportunity Splits from Setup.
D
68
Cloud Kicks sales reps want to see all of their current opportunities, and the full details, with a minimal amount of navigation or dicks to cycle through them.
Which functionality should the consultant recommend?
A. From the 'My Opportunities' list view, select the Split View option.
B. Create a 'My Team Opportunities' report and open each opportunity in a new browser tab.
C. Create a 'My Opportunities' report and open each opportunity in a new browser tab.
D. Construct a new Sales Console app including opportunities.
A
69
The Cloud Kicks IT team has noticed that there are many duplicate person Accounts. The team can often easily identify duplicates and wants to merge them. Which consideration should the Consultant convey regarding person Account merges?
A. Person Accounts can be merged with Contact records.
B. Person Accounts can be merged with other person Accounts.
C. Person Accounts with a redundant relationship can be merged with duplicate matching rules.
D. Person Accounts can be merged automatically by enabling the option in Account Setup.
B
70
Cloud Kicks wants to be able to forecast revenue on a quarterly basis. Which date field should the Consultant recommend to ensure accurate forecasting?
A. The last modified date on the Opportunity
B. The close date on the Opportunity
C. The converted date on the Lead
D. The created date on the Opportunity
B
71
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?
A. Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads, Campaigns
72
Sales representatives at Northern Trail Outfitters (NTO) need to collaborate with customers on sales deals to gather requirements, analyse solutions, and deliver proposals. NTO wants to ensure that customers are fully engaged throughout each stage in the sales process. What solution should a consultant recommend to facilitate collaboration with customers? Choose 2 answers.
A. Add customers to Salesforce as Chatter Free users
B. Share chatter files with customers
C. Invite customers into private chatter groups.
D. Allow customers to follow opportunities in chatter
A, C
73
A consultant wants to confirm requirements are collected during the project planning stage. Which three customer information data points should be requested? Choose 3 answers.
A. List of required objects and fields
B. Company financial information
C. List of stakeholders with roles and titles
D. Key reports from the current system.
A, C, D
74
Cloud Kicks currently supports three business lines within a single Salesforce instance:
Running, Athleisure, and Celebrity Co-Branded. The VP of Atheisure 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 details the monthly project management meeting, which limits the amount of time available to cover other critical topics.
Which two strategies should the consultant recommend to address these issues?
Choose 2 answers
A. Divide the development team into three units/tracks to support each line of business independently.
B. Create a weekly All-Hands call, including business and technology resources, to review direction and priority of development.
75
Northern Trail Outfitters (NTO) requires that each of its products is sold with 12 months of product maintenance. There is a separate opportunity product line item on the opportunity. Once an opportunity is closed/won and the order has been shipped to the customer, the service manager manually records the maintenance line item in the assets object and sends an alert 90 days prior to the expiration date. What should a consultant recommend to streamline this process?
A. Turn on the sync asset feature from the asset settings to create an asset record once an opportunity is closed/won.
B. Create a trigger on the asset object once an opportunity is closed/won, and add a button to the opportunity layout.
C. Request the sync order to asset feature from salesforce to create an asset record once an opportunity is closed/won.
D. Install an AppExchange app or create a trigger to automatically create an asset record once an opportunity is closed/won.
D
76
Cloud Kicks wants to allow a single view of Contacts that belong to the same Account Hierarchy chain. How should the Consultant meet this requirement?
A. Create a report to display all related Contacts
B. Navigate to the Account hierarchy page to view all related Contacts
C. Navigate to the default Contact Hierarchy Lightning Component on the parent Account.
D. Enable the View All Child Contacts feature
A
77
To properly plan for company growth, Cloud kicks needs to track monthly revenue projections from the sales of its annual Subscription service. How should the Consultant configure Salesforce to support this reporting need?
A. Opportunity Products with formula fields for each month's value
B. Opportunity Dashboard showing Opportunities Closed each month
C. Opportunity Dashboard showing Products sold each month
D. Opportunity Products with monthly Product Schedules
D
78
Northern Trail Outfitters wants to link contacts with more than one account. What should be recommended if a contact is an employee in one account, and on the boards of three additional accounts?
A. Clone the contact record and add to the second account.
B. Add the contacts to the partner related list on the second Account.
C. Enable contacts to multiple accounts feature
D. Associate the contact to other account using a custom lookup field.
C
79
The marketing team is using a separate platform for managing prospects and wants to hand off qualified prospects to the sales team.
How should the consultant meet this requirement?
A. Create Salesforce users for the marketing team so they can enter leads directly Into Salesforre.
B. Create a report of Salesforce leads and compare it with marketing data on a regular basis.
C. Recommend an integration with the marketing platform to Salesforce that generates tasks with lead information.
D. Recommend an integration with the marketing platform that creates leads in Salesforce,
D
80
A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering use cases for Sales Processes.
Which two groups should provide content for the use cases?
Choose 2 answers
A. Sales operations
B. Sales reps
C. Finance team
D. Executives
A, B
81
Northern Trail Outfitters (NTO) wants to launch an email campaign for its new winter gear. The NTO sales representative will review the response to the campaign and determine who the decision makers are prior to the beginning the sales process with each respondent. What set of steps should the consultant recommend for NTO?
A. Create leads, convert them to opportunities, and qualify the respondents on the opportunities
B. Create a campaign, qualify the respondents, and create accounts and contacts
C. Create a campaign, associate the leads to the campaign, and qualify the respondents.
D. Create both account and contact records, then associate the contacts to the campaign
C
82
The Cloud Kicks admin is planning to deploy new functionality as part of its quarterly update process. The consultant has recommended completing the update outside of business hours to avoid impacting users.
Where should the consultant direct the admin to check for scheduled system maintenance?
A. Trailhead
B. Company Profile
C. Salesforce Trust
D. Trailblazer Community
C
83
Northern Trail Outfitters (NTO) wishes to implement a sales methodology that focuses on identifying customers challenges and addressing them with offerings. Which sales methodology is described above?
A. Direct selling
B. Relationship selling
C. Target account selling
D. Solution selling
D
84
Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month dub. Regional sales managers (RSMs) must approve discounts greater than 5%. Regional vice presidents (RVPs) also must approve discounts greater than 10%.
Which two steps should a consultant recommend to satisfy these requirements7 Choose 2 answers
A. Create two Approval Processes, one with the RSM and one with the RVP.
B. Use Process Builder to automatically submit approvals over a 5% discount.
C. Use Process Builder to send an approval Task and email to the RSM and RVP.
D. Create a two-step Approval Process with the RSM and RVP as approvers.
C, D
85
Cloud Kicks (CK) wants to implement sharing rules. Which three considerations should the consultant explain to CK?
Choose 3 answers
A. Sharing rules apply only to new records that meet the definition of the source data set.
B. When a sharing rule is deleted, the sharing access created by that rule must be manually removed.
C. Organization-wide defaults must be Public Read Only or Private to create sharing rules.
D. CK can expand access beyond the organization-wide default levels with sharing rules.
E. When multiple sharing rules are assigned, the user is assigned the least restrictive access.
C, D, E
86
Cloud Kicks has 300,000 account records and 16 million invoices In a custom object with a master-detail relationship to the Account. Each account record takes a long time to display due to the rendering time of the invoice related list.
What should the consultant do to solve this issue?
A. Enable indexing on all visible fields on the invoice related list.
B. Enable Collapsible Sections for the Invoice related list
C. Move the invoice related list to a separate tab on the Lightning page.
D. Convert the Invoice object into a lookup relationship.
A
87
At Universal Containers, credit for revenue generated on an Opportunity may be shared among several sales reps. When product support reps are involved in a deal, they should receive a credit of 50% of the revenue.
What should the consultant consider when designing a revenue sharing solution?
A. Revenue splits are required in order to use overlay splits.
B. Splits can be assigned to any user with the appropriate profile.
C. Enabling opportunity splits creates a split record for every Opportunity.
D. Overlay splits allocated on an Opportunity must total 100%.
B
88
Cloud Kicks has a multi-phase selling process where every sales stage corresponds with a phase in the process. The first phase is preliminary qualification, where Opportunities should not contribute to Cloud Kicks' forecast. Which two actions should be taken to ensure that Opportunities do not contribute to Cloud Kicks' forecast during the first stage? Choose 2 answers
A. Configure the first stage with the omitted forecast category.
B. Require sales staff to enter for the Opportunity probability.
C. Require sales staff to enter $0 for the Opportunity amount
D. Assign probability to the first sales stage.
E. Override the forecast to be $0 for first stage Opportunities
A, D
89
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
A. Add the Campaign Influence related list to the Opportunity page layouts.
B. Enable Customizable Campaign Influence in Setup.
C. Create a joined report between Opportunity and Campaign to show influence.
D. Use Data Loader to export Opportunity and Campaign Influence and merge the results.
A, D
90
Northern Trail Outfitters has two products that each have a unique sales methodology. Some of the sales stages are shared between methodologies, the rest are exclusive to only one of the sales processes. Which three components should be configured to support two unique selling methodologies, even when a few of the sales stages overlap between the two? Choose 3 answers
A. Two record types
B. Two sets of opportunity stages
C. Two sales processes
D. Two page layouts
E. One set of opportunity stages
A, C, D
91
A Sales Cloud consultant is working on an implementation that has multi-currency, multi-language and region-specific sales processes and workflows. Which two actions are essential for optimizing user adoption? Choose 2 answers
A. Customizing the training curriculum for each specific region
B. Developing only a standardized, global training curriculum for all users
C. Communicating the training plan well in advance of training start date
D. Employing realistic training data in the corporate standard currency
A, C
92
The Sales Director at Cloud Kicks noticed that while Lead conversion rates were high, Opportunities were not moving through the sales cycle. many of the contacts that were converted had no phone, email, or background information captured. Which three solutions can be used to improve the quality of Leads being converted? Choose 3 answers
A. Create a validation rule to check that necessary information is complete upon Lead conversion
B. Mandate that all Lead data must be reviewed prior to being created in Saesforce.
C. Implement a trigger that warns the user of incomplete information during Lead conversion.
D. Review Lead conversion mapping to ensure necessary fields are mapped correctly.
E. Update web-to-lead forms to require input fields be completed prior to submission.
F. Schedule a report that notifies Lead owners daily of Leads with incomplete information.
C, D, E
93
Cloud Kicks just deployed Sales Cloud globally and wants to make sure that all of its users are using Salesforce. How should the consultant determine if all regions are using Salesforce?
A. Assign all users to a region, build a report using user login history, and filter on region.
B. Ask each regional sales manager to run the standard User Adoption report.
C. Create an Opportunity report per region, filtering by User.
D. Install Salesforce Adoption Dashboards from the AppExchange and use the region chart.
D
94
Cloud Kicks (CK) has two sales divisions: a franchise sales division and a public sales division. The sales reps for each division have different user profiles. The sales reps for the franchise sales division should only be able to set up Business Accounts.
What should the consultant recommend meeting this requirement?
A. Use sharing rules to share Accounts between franchise and public divisions.
B. Ask Salesforce Support to disable Person Accounts in CK's org.
C. Ensure there are a minimum of two Record Types for Person Accounts.
D. Remove Person Account Record Types from the franchise sales user profile.
D
95
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
A. A Person Account can be either a parent or child in the Account Hierarchy.
B. Accounts can be organized into different divisions based on specific criteria.
C. Account Hierarchy displays only the Amounts users have Read permission to view.
D. Account relationships are visible from Person Account records.
B, C
96
Cloud Kicks is undergoing a GDPR-focused implementation to ensure access to personal information data is limited to only users who need access to a company's account. Cloud Kicks has a private Account model. How should the Consultant provide specific Account access to the Renewals and Sales Operation teams?
A. Create Renewals and Sales Operation Account team member roles and have Sales allocate Account team members to the appropriate users.
B. Create a criteria-based sharing rule to share Accounts with the Sales Operations and Renewals public groups.
C. Create a role-based sharing rule to share all Account with the Sales Operations and Renewals roles.
D. Add Renewals and Sales Operations team members to a sales user's default Opportunity team.
A
97
A Consultant for Cloud Kicks Sales Cloud has proposed implementing an Account Hierarchy. What impact could the redesign have on the org?
A. The Account Hierarchy can be visualized from all levels in the structure.
B. The value of all Opportunities in an Account Hierarchy are visible on the parent Account
C. The ownership of an Account determines the visibility of the Account Hierarchy.
D. A user who owns an Account at the bottom of the hierarchy has access to all parent Accounts.
A
98
Cloud Kicks has a complicated sales process. Sales reps often have difficulty deciding when to move opportunities through various stages.
Which solution should the consultant recommend?
A. Advise sales reps to collaborate on Slack to move opportunities along the pipeline.
B. Use automation to send emails to sales reps with Guidance for Success
C. Activate Path and add up to five key fields and Guidance for Success
D. Configure a dashboard that shows opportunities that have remained in the same stage for 30 days
C
99
Cloud Kicks uses an external ERP application to process its orders. This ERP application needs to receive data about Opportunities when the Opportunity closes. Which two solutions should the Consultant recommend? Choose 2 answers
A. REST Callout
B. Connected App
C. Single Sign on
D. Outbound Message with Workflow Rules
a, d
100
Cloud Kicks has organization-wide defaults set to Private for Account.
With the rollout of Opportunity Teams, what should a consultant consider?
A. Account should be set to Public Read first.
B. The Opportunity will be implicitly Write for the team,
C. Opportunity should be set to Public Read/Write first.
D. The Opportunity's Account will be implicitly Read for the team.
D
101
Northern Trail Outfitters (NTO) wants to implement a website for a new product launch. The site should be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team. What solution should the consultant recommend?
A. Customer Community
B. Salesforce1 Sites
C. Site.com
D. Force.com Sites
C
102
Cloud Kicks has requested a Statement of Work (SOW) that dearly states who will train users on new features and how the training will be delivered.
Which two sections of a SOW should the consultant discuss further with Cloud Kicks to meet the requirement?
Choose 2 answers
A. Terms and Conditions
B. Scope
C. Approach
D. Background
B, C
103
Northern Trail Outfitters (NTO) has launched an initiative to increase the number of leads being qualified each week, the number of activities being created for each opportunity, and the opportunity win rate. The Vice President (VP) of Sales would like to receive a daily update on the progress being made towards these goals. What solution should a consultant recommend to accomplish this?
A. Build three reports for the lead, activity, and opportunity information; have them automatically refreshed daily.
B. Build three reports for the lead, activity, and opportunity information; add them to a dashboard to be emailed daily to the VP of Sales.
C. Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.
D. Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.
C
104
The Cloud Kicks Sales Support team manually enters leads into Salesforce throughout the week. It was discovered that many of the leads already exist as Contacts in the system based on matching email address. This has resulted in high volume of unconverted leads. Which solution should be used to identify and block future duplicates from being created?
A. Use Dataloader to import the leads each week instead of entering leads individually.
B. Create a process builder and flow that emails the user of a potential duplicate Contact when a Lead is created.
C. Activate the Standard Lead Duplicate Rule that matches on both Lead and Contact.
D. Build a report that groups leads by email address to identify and merge duplicates
C
105
Cloud Kicks' sales productivity is on the decline, while its competitors are doing great. The Consultant has suggested Einstein Opportunity Insights. Which three insights can this provide? Choose 3:
A. Deal Prediction
B. Opportunity Representative Score
C. Key Moments
D. Sentiment Analysis
E. Follow-up reminders
A, C, E
106
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
A. Ask all employees to email their ideas and feedback to the consultant.
B. Ask management to select which employees should participate In sessions.
C. Meet with a large group of employees to listen to their feedback.
D. Send a survey to all employees asking for a list of desired changes.
E. Arrange multiple sessions with small groups of employees.
B, D, E
107
Cloud Kicks has recently migrated from Salesforce for Outlook to Lightning Sync. While migrating, Salesforce for Outlook hasn't been disabled for Lightning Sync users. There are some conflicting settings in both Outlook configuration and Lightning Sync configuration. What happens as a result if there are any conflicts?
A. Salesforce gives preference to Lightning Sync settings
B. Salesforce stops the sync and reports the errors
C. Salesforce gives preference to Salesforce permission settings
D. Salesforce gives preference to Salesforce for Outlook settings
A
108
Cloud kick has an external ERP system which stores product order information. Cloud kicks wants to view those orders as a related list on the account record in real time.
What solution should the consultant recommend? (Choose 2 answers)
A. Implement salesforce connect and external object to get real time product order information and add it as a related list on the account.
B. Create custom object product under information in salesforce, run a night scheduler to get details from ERP and add the add the custom object as a related list on the account
C. Create a lightning component, and using REST integration, get the real time product order information from ERP.
D. Implement salesforce to salesforce connect to get real time product order information and add it as a related list on the account.
A, C
109
Cloud Kicks has a requirement to measure end user adoption and data quality in Salesforce.
Which solution should the consultant recommend?
A. Adoption and Data Quality Dashboards Pack
B. Salesforce Surveys
C. Einstein Conversation Insight-;
D. tableau custom dashboard
A
110
Northern Trail Outfitters (NTO) has configured a private sharing model for the following * Accounts * Opportunities. As part of NTO's sales strategy, each sales representative collaborates with the same set of Individuals for each opportunity. How should sales representatives be given appropriate access to an opportunity?
A. Enable opportunity team selling and have each sales representative configure his or her default opportunity team.
B. Create a public group for each team and have the sales representatives manually share the opportunity with their respective group.
C. Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on ideas.
D. Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity team.
A
111
Sometimes sales reps need to create Contacts without Accounts based on business processes.
What is a consideration for Contacts that are created without Accounts?
A. Contacts without Accounts need to be manually shared.
B. Contacts without Accounts are private and only the owner and admin can view them.
C. Contacts without Accounts are shared through the Role Hierarchy.
D. Contacts without Accounts need to be shared through Sharing Rules.
B
112
Part of Cloud Kicks' solution design is to incorporate Lightning Experience. The Consultant wants to see if there is an increase in the number of Lightning users. How should a Consultant track this?
A. Create a report on users and filter for "Lightning user."
B. Use the Lightning Usage app and look at the monthly data graph.
C. Create a report on users and add a Lightning component.
D. Use the Lightning Experience transition Change Management Hub.
B
113
Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with ...opportunities are missing Contacts.
Which feature should a consultant recommend to build this report?
A. Joined report
B. Cross filter
C. Custom report type
D. Custom filter
B
114
A sales manager wants a report that reflects all activities in the manager's accounts, including contacts and opportunities. Which report should the sales manager use?
A. Activities report on accounts the manager owns
B. Activities report on accounts and contacts the manager owns
C. Activities report on accounts, contacts and opportunities the manager own
D. Activities report on accounts and opportunities the manager owns
C
115
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?
A. Use a Roll-up Summary field from the Opportunity to the Account.
B. Create a cross-object formula field on the Account.
C. Use a custom summary formula field on the Opportunity.
D. Install a third-party app from the AppExchange.
D
116
Sales director at Northern Trail Outfitters (NTO) cannot see or update their teams forecasts. Sales representatives are constant asked to provide the directors with their updated forecast information. Which two methods should NTO use to correct how forecasts are managed? Choose 2 answers
A. Enable override forecast permissions in the Manager's profile.
B. Configure weekly customized forecast reports and dashboards to be emailed to sales management.
C. Create a forecast Chatter groups where sales representatives can post and share their forecasts.
D. Create a forecast hierarchy and assign managers to the forecast manager role.
A, D
117
Cloud Kicks has purchased a list of prospects and wants sales representatives to begin to contact and measure the Return Of Investment (ROI) of the people in the purchased list. Which solution should the Consultant recommend?
A. Import the list as new leads using the import wizard.
B. Create a campaign for this list, import the list as leads, and add them to the campaign.
C. Import the list as new leads and update the lead source to "Purchased Lead".
D. Create a new custom object for purchased leads.
B
118
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?
A. Opportunity Currency
119
Northern Trail Outfitters (NTO) has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC corporation account is owned by a sales user whose profile grants to create, read, edit and delete access to accounts, contacts and opportunities. Based on this information, the owner of the ABC Corporation account record has the rights to take which actions? Choose 2 answers
A. View, edit, and delete activities owned by other users directly related to the account
B. Share the account with other users through manual sharing and account teams
C. View, edit, and delete related contacts and opportunities owned by other users
D. Transfer ownership of related contacts and opportunities owned by other users
A, B
120
The Sales Director at Cloud Kicks mandated that implementing logic and automation to quality top leads is priority. Cloud Kicks fully leverages Sales Cloud and has significant data points captured on converted Leads and closed won Opportunities for the past four years. Which two actions can the Consultant first take to ensure a best practices implementation? Choose 2:
A. Review converted Lead data with Sales and Marketing leaders to understand the interaction patterns that led to conversion.
B. Begin with the recommended base Lead Grade of B-. After a predetermined amount of time, evaluate the result and adjust the Grade accordingly.
C. Begin with recommended base Lead Score of 100. After a predetermined amount of time, evaluate the results and adjust the Score accordingly.
D. Configure a qualification screen-based flow to assist Sales Reps in quickly determining which Leads are high priority.
E. Work with subject matter experts to define the key attributes of the ideal customer for Cloud Kicks' products.
B, C
121
Cloud Kicks (CK) wants to migrate a data file containing 8,000 leads from a legacy system into Salesforce. Many of the lead owners have left the company, so CK wants to populate the Lead Owner field for these records using the active assignment rule.
Which two tools should a consultant recommend to meet the requirement?
Choose 2 answers
A. Data Loader
B. Data Import Wizard
122
Sales Management at Cloud Kicks has noticed that the Quote amount on Opportunities does not match the Opportunity amount. Which two actions should the Consultant recommend to resolve this issue? Choose 2 answers
A. Add a global action to sync the Quote with the Opportunity.
B. Add the Syncing checkbox to the Quotes related list.
C. Add a Sync button to the Page Layout.
D. Build a Workflow rule to update the Opportunity Amount with a Grand Total Value on the Quote Record.
E. Build a formula field on Opportunity to roll up Total Value from the Quote Record.
B, C
123
The sales director at Cloud Kicks wants to ensure, on the creation of Contacts for an existing Account, that the mailing address of a contact is the same as the shipping address of the parent Account based on the postal code. Which solution should the Consultant suggest to meet this requirement?
A. Create a Validation rule on the Contact object to validate the ShippingPostalCode of the contact with the MalingPostalCode of the account.
B. Create a Validation rule on the Contact object to validate the MalingPostalCode of the contact with the Shipping Posta lCode of the account.
C. Create a Validation rule on the Person Account object to validate the MalingPostalCode of the contact with the ShippingPostalCode of the account.
D. Create a Validation rule on the Account object to validate the MalingPostalCode of the contact with the ShippingPostalCode of the account.
B
124
Cloud Kicks has started its operations in Europe in addition to the U.S. The company has enabled advanced currency management to support both EUR and USD. Cloud Kicks also has existing roll-up summary fields. Where are currency related roll-up summary fields supported?
A. From the Opportunity object rolling up the Account object
B. From the Object rolling up to the Opportunity object
C. From the Opportunity line object to the Opportunity object
D. From any custom object to the Opportunity object
C
125
Northern Trail Outfitters (NTO) is a large insurance company with a customer base that includes both individual consumers and businesses. The company has implemented Person Accounts in Salesforce. It has a custom object for policies that needs to relate to both Person Accounts and Business Accounts. What is the minimum configuration on the policy custom object needed to meet this requirement?
A. Create a master-detail account relationship
B. Create a contact lookup field and an account lookup field
C. Create a master-detail contact relationship
D. Create a custom contact lookup field
A
126
What are two considerations for enabling multiple currencies at Cloud Kicks? Choose 2 answers
A. Once enabled, multiple currencies cannot be disabled.
B. Changing the exchange rate automatically updates the converted amount on all records, except the closed Opportunities.
C. Reports on these objects support multiple currencies: Accounts, Opportunity, Lead, case, and Opportunity product schedules.
D. After enablement, primary currency display in the parenthesis and the secondary amount displays as usual.
A, C
127
The sales 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 its customer. The service team also wants to view this information. Which two actions should the Consultant take to meet this requirement? Choose 2 answers
A. Create a rollup field on the Account to calculate the number of retail locations.
B. Map the custom field from the Lead object to the custom field on the Account object during lead conversion.
C. Update the Account with number of retail locations after it has been converted.
D. Create custom fields on the Account and Lead objects to store the number of retail locations.
E. Map the custom field from the Lead object to the standard field on the Account object during lead conversion.
B, D
128
Sales representatives and partners of Northern Trail Outfitters (NTO) constantly complain about the poor quality of lead dat a. Leads are owned by the Vice President of Marketing, who has established a task force and a project to remedy the situation. Which approach should the task force consider to improve and maintain the quality of lead data? Choose 2 answers
A. Use tools like the Lead Import wizard to identify and remove duplicates.
B. Create a workflow notification when leads are created with poor Quality data.
C. Use Data.com to clean the existing lead data and new data going forward.
D. Import the lead data using the Find Duplicates wizard on the lead object.
A, C
129
Cloud Kicks to see how many closed won opportunities a campaign has generated over last 30 days. They have implemented a campaign influence model that uses the primary campaign source. Which two steps are needed to meet this requirement using standard functionality? Choose 2 answers
A. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.
B. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
C. Have representatives populate a field on the opportunity record with the dollar amount of expected revenue from the campaigns that influenced the opportunity.
D. Add child campaigns of the primary campaign source automatically if the child campaigns have an end date that falls before the opportunity close date.
E. Have the administrator define rules for campaigns to automatically add opportunities and then lock after 30 days.
A, B
130
Cloud Kicks maintains two lines of business: individual sales and franchise sales. the sales cycle for franchise sales is more complex and involves more stages than the individual sales cycle. Which three action should the Consultant recommend to create a solution? Choose 3 answers
A. Assign different sales processes to each page layout.
B. Configure different record types.
C. Configure different sales process to each page layout.
D. Assign different page layout to each record type.
E. Configure different sales process for each line business.
B, D, E
131
Northern Trail Outfitters uses Products in Salesforce and has a private security model. What should a consultant recommend to allow product management employees the ability to track the performance of a newly launched products if they do NOT have access to all opportunities?
A. Create a criteria based sharing rule to add the product management team to relevant opportunities.
B. Create a trigger to add the product management team to the sales team of the relevant opportunities
C. Create a trigger to set the product manager as owner for opportunity on the new product.
D. Create a new product and add it to the price book with the product manager as the owne
A
132
Cloud Kicks has a custom object, Projects, that has a Lookup relationship to the Opportunity object. How can the Consultant build a report that a report that contains data from both the Project _c and Opportunity objects?
A. Cross-object Filters
B. Dashboards
C. Custom Report Types
D. Matrix Reports
C
133
Northern Trail Outfitters (NTO) uses channel partners for selling and servicing its products. As volume of leads has increased, NTO has noticed a decrease in satisfaction from partners on the quality of leads and a noticeable decrease in the lead conversion rate. What should the consultant suggest in order to increase partner satisfaction with the leads being shared?
A. Create a custom lead score field to assess lead quality and assign the leads that exceed the score to partners
B. Create multiple validation rules to ensure that all fields on the lead record are populated with data
C. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners
D. Use the lead Score on the find duplicates button and assign the leads with a score in the high category
A
134
Cloud Kicks has decided to implement Sales Cloud Einstein. After setting up Sales Cloud Einstein, a consultant finds some of the features are not enabled.
What are two steps the consultant can take to troubleshoot the issue?
Choose 2 answers
A. Check Sales Cloud Einstein permission set assignments.
B. Verify Integration User Profile Details
C. Validate the Connected App Details.
D. Reconfigure the Einstein Lead Scoring app.
B, C
135
Northern Trail Outfitters (NTO) needs to quickly look up contacts, accounts, and opportunities and easily log calls. The team wants to access to customer information even without an Internet connection because of limited coverage in certain geographic areas. Which mobile solution should NTO use?
A. Salesforce Mobile App
B. Salesforce Touch App
C. Custom hybrid App
D. Salesforce App
A
136
Cloud Kicks wants to utilize Opportunities to report and track subscriptions to its "Shoe of the Month" club. Subscribers can pay in full (all at one time), weekly, monthly, or quarterly. Which solution should the Consultant recommend to meet Cloud Kicks' need?
A. Enable schedules on the Opportunity object.
B. Enable schedules on the Product object.
C. Configure the use of assets with a lookup to the Opportunity object.
D. Configure the use of contracts with a lookup to the Opportunity object.
B
137
Asia Pacific and Japanese sales teams from Cloud Kicks have requested separate report folders for each region. The VP of Sales needs one place to find reports for all the regions and still wants to retain visibility of the reports in each folder. What should the Consultant recommend to meet this requirement?
A. Create all new regional folders and move the reports to the respective region folder with viewer access.
B. Create subfolders, keeping the top region folder sharing settings and limiting the sharing settings for the subfolders for each region.
C. Create grouped folders, keeping the top region folder sharing settings and limiting the sharing settings for the grouped folders for each region.
D. Create all new regional folders and move the reports to the respective region folder with subscribe access.
A
138
How is the campaign influence for opportunities impacted when a contact is associated to an opportunity in a contact role, if the influence timeframe for a campaign is 60 days?
A. All contacts associated with campaigns will be added to the campaign influence related list.
B. All campaigns created within the last 60 days will be added to the campaign influence related list.
C. Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence report.
D. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
C
139
Universal Containers (US) wants to deploy Sales Cloud to all of its users around the globe, but UC is connected that the projected is to complex to be successfull.
What should a consultant do to minimize this concern?
A. Divide the project into separate teams.
B. Set a firm Go Live date,
C. Set project milestones to track progress.
D. Build a complete project calendar with due dates.
D
140
Cloud Kicks' (CK) high value opportunities are becoming delayed in the approval process because sales manager's approval requests go unnoticed for various reasons. CK wants to streamline the approval process and give sales managers more ways to approve opportunities in a timely manner.
Which two strategies should the consultant recommend to improve the approval process?
Choose 2 answers
A. Allow managers to approve or reject request via the Approval Requests tab.
B. Create a Process Builder to automatically approve high-value opportunities.
C. Enable one-d.ck approval from report results that returns high value opportunity
D. Enable approvals by email for the approval process for high-value opportunities.
E. Create a dashboard of pending approvals and add it to the Chatter feed.
A, D
141
Cloud Kicks recently completed an implementation of Sales Cloud. CK has trained its users to use the Salesforce Mobile app to access Salesforce from their mobile devices and wants to determine how often the Salesforce Mobile app is being used. What should the consultant recommend?
A. Use the Lightning Usage app to view Mobile activity
B. Open a case with Salesforce
C. Create a custom report type between users and Mobile activity
D. Create a custom report type between users and Identity Event Logs
B
142
Universal Containers (UC) has acquired another company that uses Salesforce and is migrating its legacy email alerts, and approval processes.
Which two steps should the consultant perform to maintain data integrity?
Choose 2 answers
A. Insert users, and then migrate email alerts and approval processes into UCs Salesforce org.
B. Merge the legacy Salesforce org into UC's Salesforce org and migrate the approval processes.
C. Use the Salesforce Approval Process clone feature to migrate approval processes.
D. Enable the Create Audit Fields permission to insert historically accurate records.
A, D
143
Northern Trail Outfitters (NTO) generates the sales proposal for each opportunity and needs to share it with the customer. All members of the sales team are able to update and comment on the proposal. It is important that customer does not see the earlier version of the proposal or the team comments. Which solution should a consultant recommend to meet this requirement?
A. Upload the proposal in the private chatter group accessible to the sales team and invite the customer to join.
B. Upload proposal as Chatter file on the opportunity record and share with customer using a link.
C. Save the proposal as an attachment on the opportunity record and share with customer using with the link.
D. Save the proposal as chatter file on opportunity record and add the customer as follower.
B
144
What is the capability of Data.com Clean? Choose 3 answers
A. Accounts must be cleaned before cleaning contacts, but leads may be cleaned either before or after cleaning accounts
B. Data.com can be configured to run automated clean jobs to flag field differences and automatically fill blank fields
C. Accounts, contact, and lead records can be selected from a list and cleaned all at once.
D. Data.com Clean can be used with salesforce.com person accounts and business accounts
E. Individual records can be manually compared side-by-side with matched Data.com records and updated field-by-field.
B, C, E
145
The sales management team at Northern Trail Outfitters (NTO) wants to monitor the progress of high-value sales deals and enable collaboration with cross-functional teams to help remove any obstacles. Which feature should a consultant recommend to meet these requirements? Choose 2 answers:
A. Enable Big Deal Alerts.
B. Use opportunity update reminders.
C. Allow Chatter feed tracking on opportunities.
D. Enable Chatter feed on similar opportunities.
A, C
146
Cloud Kicks wants sales representatives to be able to share key documents directly with customers who are not Community users. Which Salesforce feature satisfies this requirement?
A. CRM Content
B. Documents
C. Chatter Links
D. Attachments
A
147
Cloud Kicks recently started using Sales Cloud and hosts its business website outside of Salesforce. On its website, Cloud Kicks has a lead generation web page. The VP of Sales wants the Leads captured in its self-hosted website to be reflected in Salesforce. What should Consultant recommend?
A. Implement the REST web service API to send Leads from the Cloud Kicks website to Salesforce.
B. Implement Web-to-Lead to create Leads in Salesforce from the Cloud Kicks website.
C. Implement Salesforce Connect to create Leads in Salesforce from the Cloud Kicks website.
D. Implement the SOAP web service API to send Leads from the Cloud Kicks website to Salesforce.
B
148
Northern Trail Outfitter wants to implement a Partner Community to help manage an extensive distributor and reseller partner community. The consultant is setting up partner users. What are two considerations for this step in the process? Choose 2 answers
A. The sharing model should be re-evaluated when the Partner Community is enabled.
B. Partner user can own account and opportunity records in salesforce.
C. Partner users are associated with the same set of profiles as internal users.
D. Partner users CANNOT receive emails generated through workflow actions
A, B
149
he 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 a consultant ensure Opportunities appear in the correct forecast categories?
A. Edit the probability percentage on Opportunity stage picklist values.
B. Update the Opportunity stage picklist value labels to match the category to which they should be assigned.
C. Map Opportunity stages to the appropriate forecast categories.
D. Create a field update with Process Builder to update the forecast category based on the Opportunity stage.
C
150
The Cloud Kicks sales team works with two different types of Leads: distributors and retailers. Cloud Kicks' management wants the sales team to follow two different lead qualification processes before converting the Lead into an Opportunity. Which three actions should a Consultant recommend to meet this requirement? Choose 3 answers
A. Create a new profile and only assign one Lead record type to it.
B. Set up Opportunity splits to measure how different types of Leads are converted.
C. Create retailer and distributor Lead processes.
D. Create distributor and retailer Lead record types.
E. Create Status picklist values to accommodate the different qualification statuses for different types of Leads.
F. Add Leads to different campaigns to determine if they are distributor or retailer Leads.
C, D, E
151
Cloud Kicks recently completed the implementation of a new Sales Cloud solution. The stakeholder committee believes that sales user adoption is best measured by opportunities generated by the sales representatives. What can the Consultant recommend to measure sales user adoption?
A. Create a trend report to determine if there is an increase in deals closed.
B. Enable sales teams and run an opportunity report with teams to see how many Opportunities have team members on them.
C. Refer back to the project plan to see if the goals were met.
D. Provide a report of user logins to show the increase in user adoption.
D
152
The VP of Operations wants to synchronize customer data from the data warehouse with Salesforce. What should the Consultant recommend to ensure data integrity?
A. Set up an encrypted field on the Account object with Read Only on the field security settings for all profiles except the administrator profile
B. Set up a Process Builder process on the Account object to check for unique values
C. Set up an External ID field on the Account object with Read Only on the field security settings for all profiles except the administrator profile
D. Set up a Flow on the Account object to check for unique values.
C
153
Cloud Kicks has many customers that regularly renew their "shoe of the month" club membership. The sales representatives use an Account type called "shoe of the month" club for these customers. Sales management wants to use Salesforce to automate repeat opportunities. What should a Consultant. recommend to meet this requirement?
A. Develop an Apex trigger for renewal customers that inserts a copy of an Opportunity for the sales representative when it reaches the closed/won stage.
B. Develop a lightning Component to set an Opportunity revenue schedule that automatically sets up a new Opportunity for renewal customers when it reaches the closed/won stage.
C. Configure a workflow rule for renewal customers that inserts a copy of an Opportunity for the sales representative when it reaches the closed/won stage.
D. Configure a Process Builder process for renewal customers that sends a reminder task to the sales representative to create a new Opportunity when it reaches the closed/won stage.
A
154
A consultant is meeting with a nonprofit client for the first time to discuss implementing the Salesforce Nonprofit Success Pack. The client outlines their current processes, including the standard and custom objects they use in Salesforce.
What two topics should the consultant consider during the analyze phase of the implementation?
Choose 2 answers
A. Discuss implementation timelines and potential barriers.
B. Establish specific topics for end user admin training.
C. Suggest a new process for gathering lead and campaign data.
D. Identify stakeholders and create a project team.
B, D
155
The Cloud Kicks (CK) IT team wants to enable Person Accounts in its Salesforce org.
Which three prerequisites must be met before the consultant can enable Person Accounts?
Choose 3 answers
A. User Profiles with Read access to Accounts must also have Read access to Contacts.
B. The organization-wide default sharing is set so either Contact is Controlled by Parent or both Account and Contact are Private.
C. The organization-wide default for both Accounts and Contacts should be set to Public Read/Write.
D. At least one Record Type should be created for Accounts.
E. The CK customer portal must be disabled to allow Person Account self-registration in the future.
A, B, D
156
Cloud Kicks wants to improve its Return On investment (ROI) by creating intelligent processes built on trusted, targeted dat a. What are two justifications for using third-party data enrichment tools? Choose 2 answers
A. To monitor customers' and prospects' NPS score with their customers
B. To survey prospects on post-purchase of competitors' products
C. To enrich customer data signaling intent to purchase
D. To create customer segment with personas and scoring
A, C
157
The admin at Cloud Kicks needs to understand the adoption of Salesforce Files and multi-factor authentication.
What should a consultant recommend analysing adoption? (Choose 2 answers)
A. Create a report for the Login History object.
B. Run the Salesforce Optimizer.
C. Review the Setup Audit Trail.
D. Open the Lightning Usage App.
B, D
158
Cloud kicks sells online subscription for its leading shoe of the month club. Customers can make a single payment or setup a weekly and monthly or quarterly. Cloud kicks wants to use opportunities to track and import on the subscription deals.
What should a consultant recommended to meet this requirement?
A. Use assets with lookup with opportunity object
B. Use contacts with lookup to the opportunity object
C. Enable schedules on the product object
D. Enable schedules on the opportunity object
C
159
Cloud Kicks likes to have its supervisors coach the consultants based on the call transcripts.
Which Salesforce product should the consultant recommend?
A. Salesforce High Velocity Sales
B. Salesforce Service Cloud
C. Salesforce Sales Cloud
D. Salesforce native CTI Connector
A
