Set 3_78 Flashcards
(65 cards)
1
Q
- Predefined groups of sales reps work collaboratively on Accounts in the Cloud Kicks (CK) sales model. Each group is aso responsible for specifc accounts. CK has.
organization-wide defauit 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 step should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?
A. charge Account organizations defaults to think/fixed-only.
B. charge Account organizations defaults to Private.
C. create an Account sharing rule to grant Read/Write access to all accounts.
A
C
2
Q
- Universal Containers (UC) notices a large increase in leads created overnight which exceed the daily limits. Upon examination, the leads appear to be created by bots. UC uses a standard Web-to-Lead form without safeguards in place to limit spam on forms. What should the consultant recommend as the first line of defense before republishing the form?
A. Use an AppExchange package with custom Web-to-Lead handling.
B. select require reCAPTCHA verification in web-to-lead setting
C. use a custom Web-to-Lead alternative with built-in protection.
A
B
3
Q
- The leadership team at Cloud Kicks wants to improve the rate of user adoption of Sales Cloud. Which option should the consultant recommend?
A. conduct a requirement seeking to gather user secrets.
B. use collaboration test to gather feedback from users.
C. add personal processes to enforce data standards.
A
B
4
Q
- Cloud Kicks is running a campaign for the Shoe of the Month club. Sales management wants to use Campaign Influence features with Opportunities to attribute a percentage of success to influential campaigns. Which feature will allow for revenue share with standard and custom attribution models?
A. creates a formula field for track Campaign Influence.
B. creates a separate Graphical Cut Campaign Influence.
C. On this Commercials Campaign Influence for reporting.
A
C
5
Q
- When emails sync by Einstein Activity Capture, how are the emails matched to Sales Cloud records?
A. headlong is based on Full Name and standard Email Field.
B. headlong is based on Buy Final Field.
C. headlong is based on the standard Email Field.
A
C
6
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. Add Opportunity owners to the Account Team and configure Contact sharing.
B. Add Opportunity owners to the Opportunity Team and configure Contact sharing.
C. Transfer Contact ownership from themselves to the Opportunity owner.
A
A
7
Q
- The project at Universal Containers is almost finished and now it is time to test the changes and updates that have been made before go-live. Partial and Full sandboxes are unavailable. Where should the consultant recommend testing be conducted?
A. Create test accounts and opportunities in a non-Tax-based playground app.
B. Create a non-developer machine unit provider as such data.
C. release a new Developer Edition org for google’s with-dios.
A
C
8
Q
- Cloud Kicks needs to associate some contacts with many accounts. Which solution should a consultant recommend to meet this requirement?
A. Use the Contact folder related for an Account.
B. Add multiple custom account lookup fields on the Contact.
C. On the Contact to Multiple Accounts feature.
A
C
9
Q
- Cloud Kicks has recently hired a new inside sales team. Management wants to ensure that steps in the sales process are clear and adhered to by the team. Each step must have clear guidelines, support materials, and coaching tips. What should the consultant recommend to support the new sales team and management?
A. create solutions that are not Opportunity Stage field.
B. create a final on the Opportunity object.
C. choose a flow paired to each of the Opportunity stages.
A
C
10
Q
- Universal Containers has a fiscal year that starts in February and ends in January. The SVP of sales has reinforced how important it is to measure the sales teams’ performance based on this fiscal year and has asked how Sales Cloud can support this request. Which solution should the consultant recommend?
A. update for iconic settings.
B. update for Company settings.
C. update for New settings.
A
B
11
Q
- Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts. The organization-wide default for Accounts is Private. Which factor should the consultant consider when updating the sales territories and Account owners?
A. the organization-wide default should be set to Public below the update can be performed.
B. the operations team can defer sharing calculations to decrease the rate of lock errors during the data update.
C. the Salesforce records for benefit is an expense per tax requirement.
A
B
12
Q
- Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CK has implemented dated exchange rates by using Advanced Currency Management. How is the converted currency amount calculation on opportunities determined?
A. the cause date only when the opportunity stays in closed
B. the date date regardless of the opportunity stage
C. the date the opportunity stage is closed regardless of the close date
A
A
13
Q
- 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. Cresteusrs forthe morketng eam o thy ca enter e drecty ko Soes Coud.
B. Recommend an reegrton i the marketng o s s Cioud tat generates asks e e nformaton.
C. Recommend an vegrtion it the markting o hat cretes e Sees Clok.
A
B
14
Q
- Universal Containers (UC) hired a consuiting company to implement Sales Cloud. This will be the third CRM application UC has used in the past § years. Employees. have failed to adopt the previous two applications. Which step should be part of UC’s plan to help drive adoption of Sales Cloud?
A. tenthy change mansgemen .=y
B. Revoke ser s o legacy e
C. implament ser Accstance Tesing (AT
A
A
15
Q
- The sales director at Cloud Kicks wants to prevent users from viewing each other’s Opporturities but wants therm to check to see that the Account already exists prior o creating a new Account. Which organization-wide defaut should the consultant recommend?
A. e Account t bl Resd Ol and s Opportnty toPrvst.
B. et Account o Pubhe R Oy 3 e e e sharig e o Opportnty.
C. e Accunt and Opportuny o Pubc Read Ory.
A
A
16
Q
- Cloud Kicks rolled out Sales Cloud recently. The VP of sales wants to display a view of internal and external data on the lifetime spend for each account on the Salesforce account detail page. Which option should a consultant recommend to meet this requirement?
A. Salesforce Data Products
B. Effects Engineering
C. Sales Engagement
A
A
17
Q
- Which prerequisite should the consultant consider before enabling Opportunity Splits?
A. Enable Opportunity Teams and confirm the owner is a team member.
B. Ensure more opportunities are needed by active users.
C. Add customized split types to opportunities.
A
A
18
Q
- What is a key capability of Data Loader?
A. Sums one-time or scheduled data imports
B. Imports explanations and configuration metadata
C. Promotes impacting disclosure record data
A
A
19
Q
- Some of the large accounts at Northern Trail Outfitters have many contacts. Sales repc want to see how these contacts relate to each other and understand the reporting structure. Which feature should the consultant recommend to meet this requirement?
A. contact hierarchy
B. contact links
C. contacts in Majide Accounts
A
A
20
Q
- During end-to-end testing, users report that a key business process is missing a step. What should a consultant do first to resolve the issue?
A. change the solution to meet the needs of the users and update the training materials.
B. work with key stakeholders to determine if a change in the requirements is necessary to go live.
C. increase the test target size and allows us to repeat the testing.
A
B
21
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 Opportunity Score field will be demonstrated with a follow for that user.
B. The Amount field will allow us even on the contribution factors section.
C. The Amount field will be hidden from the contributing factors section.
A
C
22
Q
- Cloud Kicks is utilizing Advanced Currency Management. The sales director submitted a request to display the total amount of all the open opportunities related to the account on the Account page layout. How should the consultant implement a solution to meet the requirement?
A. Create a valid summary field on the Account object.
B. Use a custom formula that fits the Opportunity object.
C. Use a second-topposit line to set the value on the account.
A
A
23
Q
- Sales reps at Universal Containers receive leads that are generated from various channels. Lead quality varies greatly. Sales managers want the sales reps to focus on the leads most likely to result in a sale. What should the consultant recommend to meet this requirement?
A. Implement a lead scoring strategy.
B. Implement lead assignment rules.
C. Create list views to filter on each lead source.
A
A
24
Q
- Cloud Kicks has completed the discovery stage and leadership has aligned on the project’s business goals. What should the consultant formalise with stakeholders before moving on to the next project stage?
A. Create new reviews to present key explanations.
B. Create list view numbers for other developers of the solution.
C. Define key metrics to identify how success will be measured.
A
C
25
25. During the last requirements meeting, Cloud Kicks team members said they will be attending a conference next week. What should a consultant do in response to this news?
A. We file donations to develop User Acceptance Testing (UKT) scripts.
B. Ask the client to sign off our requirements and start the Build phase.
C. Update the project plan and communicate it to stakeholders.
C
26
26. Cloud Kicks has organization-wide defaults set to Private for Account. With the rollout of Opportunity Teams, what should a consultant consider?
A. The Opportunity’s Account will be implicitly Read for this team.
B. Opportunity should be left in Public Reddy/White East.
C. Our Opportunity will be implicitly Write for the team.
A
27
27. Cloud Kicks recently launched Sales Cloud. Admira need to know the pages with the highest traffic. Which option should a consultant recommend to meet this requirement?
A. Create a custom report based on Lightning Editor & Page Metrics.
B. Create a custom report based on Lightning Editor & Page Layout Metrics.
C. Install the Salesforce Adapters Disploating package from AppColmage.
A
28
28. As part of a Sales Territories implementation, Cloud Kicks wants the user to manually search for a territory in an active territory model and assign it to opportunities. Which approach should the consultant recommend to meet this requirement?
A. Use default Sales Territories to assign any active territory to the opportunity.
B. Update the profile with the Passage Territory permission.
C. Enable sharing access to the Account to assign any active territory to opportunities.
B
29
29. When addressing challenges within Cloud Kicks’ Sales Cloud project, which approach should a consultant prioritize to extend declarative development effectively?
A. Provides standard Salesforce features to manage costs while ensuring project success.
B. Assess project requirements to decide if custom development or their party may ever exclude, considering budget and resources.
C. Get for custom developments, weighing long-term scalability and maintenance against quick solutions.
B
30
30. The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks. The sales team needs to create and edit leads, contacts, and opportunities with ease. Which feature should the consultant recommend the sales team use?
A. Updating Mobile Components
B. Custom Activity Capture
C. Mobile Smart Actions
C
31
31. An executive at Cloud Kicks (CK) has asked its admin to create a diagram showing the high-level processes within the business. CK plans to use the diagram to show the context of a new process within the overall business. What should the admin create to meet this requirement?
A. Great Process Mapping
B. Globally Model
C. Make Scream Use
A
32
32. The admin at Universal Containers has been getting complaints from sales reps about duplicate leads within Sales Cloud. The admin has already set up a Matching Rule for Leads. What should the consultant recommend to resolve the issue?
A. Shape the criteria for the standard Last Matching Rule.
B. Confirm the standard Last Matching Rule is documented.
C. Confirm the custom Last Matching Rule is activated.
C
33
33. A consultant is preparing to release an updated version of a sales process they have been working on for an existing Sales Cloud client. Which action should the consultant take first to ensure a smooth rollout for the sales team?
A. Implement a program to incentivize users and quickly reward their successes to motivate others and create a sense of satisfaction within the sales team.
B. Ensure all the in-preferments, often awareness calls the actual menu, design changes, and coaching programs, update and document confidence, and measure success.
C. Conduct a series of informational sessions with the sales team to explain the benefits of the new sales process and address common questions in an online FAQ.
C
34
34. Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasts to all sales users. What should a consultant consider when rolling out forecasts?
A. Multiple Forecast: These must be created and scanned.
B. Opportunity: Strike must be enabled at the same time.
C. Single Category or Convulsion: Forecast likely should be defined.
C
35
35. Universal Containers has implemented Salesforce for all of its sales reps. All sales reps are required to select the win or loss stage on every closed opportunity. Managers like to measure the win ratio for all of the sales reps. How should a consultant meet the requirement?
A. Create a custom formula sheet of Opportunity to explore the win ratio for opportunities.
B. Ensure that all managers have access to the standard new repses.
C. Build a custom report on Opportunity with custom summary formulas to show win ratio.
C
36
36. The sales director of retail products at Cloud Kicks wants to allow sales reps to clone orders to avoid repetitive tasks. Which guideline should a consultant consider when cloning an order with products?
A. A closed orders start close until last between the associated contract starts and end ones.
B. A closed orders start next to a buyer set close from the associated contract.
C. A closed order must be associated with the same contract as the original order.
C
37
37. Cloud Kicks has purchased a list of prospects and wants sales rope to contact and measure the return on investment (ROI) of the purchased list. Which solution should the consultant recommend?
A. import the list as new Leeds and update the Lead Source to "Purchased Leaf".
B. import the list as new Leeds and map the Comeship during import.
C. import the properties in Canada and assign them to Accounts.
A
38
38. Northern Trail Outfitters wants to migrate its Sales Territories to a new structure for the upcoming fiscal year. Which aspect should a consultant consider for this migration?
A. Territory user assignments are migrated to the new model.
B. access to a territory model is controlled through profiles or permission sets.
C. only one territory model can be active at any given time.
C
39
39. Cloud Kicks has a Web-to-Lead form on its website. Following an update to the form to add new picklist values, some leads are routing to the default lead owner. What should the consultant validate when troubleshooting the issue?
A. The picklist values are part of Lead assignments with criteria.
B. new write-out from vendor to request to replace the new picklist values.
C. Mobile values are included in only one rule entry.
A
40
40. A consultant for Cloud Kicks is migrating data from an on-premises system to Salesforce. The consultant has imported Account records, and is attempting to import the associated Contacts using Data Loader, but the import has failed records. The error messages all read UNABLE TO LOCK ROW. What is causing these records to fail?
A. contact records should be imported in the same batch as Account records.
B. check the diallet record that has the same parent records or being processed simultaneously.
C. All does trigger on the Account object if none or there is a drawing up Contact Import to fill.
B
41
41. Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has closed the most deals in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few of them. Which action can forecast managers perform?
A. Add a Forecasts tab to the data app.
B. Add territory forecast to the hierarchy.
C. Share the forecast with any Since Cloud user.
C
42
42. A consultant has conducted discovery sessions with Cloud Kicks stakeholders and is ready to begin gathering use cases for deal processes. Which group should provide content for the use cases?
A. Business development team
B. Leadership team
C. Finance team
A
43
43. Cloud Kicks (CK), a large global organization, is rolling out a complex Salesforce Release to its staff located in offices around the world. Which approach should the consultant recommend that CK use for training this audience?
A. Leverage Trafford and documentation.
B. Configure In-Relay Guidance.
C. Conduct Train-for-trainer sessions.
C
44
44. Cloud Kicks uses Salesforce to manage business Accounts and Person Accounts. The sales director wants to associate Person Accounts to business Accounts and/or Contracts. Which approach should the consultant recommend to meet these requirements?
A. Use the Contact to Make Account Events.
B. Create a timeline review from Accounts to Contact.
C. Create a junction object between Account and Contact.
C
45
45. Northern Trail Outfitters (NTO) finished implementing Sales Cloud for a mid-market sales team. Sales management wants to track data completeness. Which common metric should the consultant recommend that NTO use to measure core Sales Cloud data?
A. Full Delay
B. Record Check
C. Year Adoption
B
46
46. Cloud Kicks wants to assign territories in bulk to Opportunities. What should the consultant do to meet the requirement?
A. On the inter-ease opportunity territory assignment.
B. Outside auto-assignment rules in the territory model.
C. Update Opportunity rules from with territory assignments.
B
47
47. Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org. Which action should the consultant recommend?
A. Conduct statutory sessions and document outings, business practices for each company.
B. Do what’s sound moving with the CK stakeholders.
C. Direct the data from the competitor’s system and merge it into CK’s org.
A
48
48. Cloud Kicks (CK) has requested a Statement of Work (SOW) that clearly details who will train users on new features and how the training will be delivered. Which section of a SOW should the consultant discuss with CK to meet the requirement?
A. Terms and Conditions
B. Scope
C. Background
B
49
49. Cloud Kicks (CK) is planning to use Person Accounts to maintain information on its retail customers. CK likes to track connections among customers to capture household relationships, referrals, and so on. One customer can have many relationships. What should a consultant consider when implementing Person Accounts and supporting many relationships between customers in Salesforce?
A. Enable Contacts to Multiple Accounts to create indirect relationships between two or more Person Accounts.
B. Create a custom Kick to establish relationships and create essentials among Person Accounts.
C. Use Groups for retail customers and use Accounts to manage relationships.
A
50
50. Cloud Kicks (CK) has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opportunities are being lost. What is the most efficient way for a consultant to meet this requirement?
A. Create a Competition Channel in Slack to share insights and stories.
B. Create a new custom client on the Opportunity object.
C. Create a new custom object and information to track competitors.
B
51
51. The Cloud Kicks marketing team purchased a marketing automation tool and is implementing a lead qualification process. The sales director provided key attributes and activity history of the ideal lead. What should the consultant do to help marketing improve the process?
A. Create reports based on the sales mentor provided in the marketing automation tool and train marketing users as closely as I clearly see clearly leads.
B. Develop the Lead score and guide the marketing automation tool to automatically determine what kind should become qualified.
C. Get up the marketing automation tool to send prospects to the sales director and ask sales steps to assist in the qualification process.
B
52
52. Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system. Which stage of the project ifecycle does this fall under?
A. Erecte
B. s
C. i
A
53
53. Universal Containers () deployed Sales Cloud 3 months ago to the North American sales teams. One of the reasons UC selected Sales Clou i which provides flexibilty for sales reps. mobile support How should the consultant assure UC's management that Sales Cloud is being successfully adopted on mobile devices?
A. Dowriasd th LoginHtory repor s e by devic 5.
B. port on e pportunty records creted o s mable doce.
C. R e user e for b s parmiceons.
A
54
54. Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deals. Which report should the consultant create to meet the requirement?
A. Glsed on Opporun.
B. Cloed vion Oportuntes it Akt
C. Goses on Oppartunves by th sas teom
B
55
55. 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. Require sales reps to hold true stakeholders on the decision maker on each opportunity before the rep can progress the scope.
B. Know what reps to think the customer can and opportunities are ‘having’ for audience the decision maker.
C. Enable Opportunity Team to guide reps on track the decision maker for each opportunity.
C
56
56. Cloud Kicks is restructuring its sales teams to align with its product lines. Each sales rep will focus only on the accounts they’ve been assigned. Sales reps will run specific product upsell processes. Which action should the consultant take to support a successful sales team transition?
A. Next wish select users to review products they are assigned and implement opportunity forums.
B. Next wish encourage sales leadership to understand the requirements for record sharing.
C. Next wish territory sales leadership to design territory assignment rules.
C
57
57. Universal Containers (UC) has an Account Hierarchy of customer accounts, with parent accounts representing corporate headquarters and child accounts representing franchises. The VP of sales believes that many franchises are missing from UC’s Sales Cloud org because sales reps are unaware of them. What should the consultant recommend to fill in the missing franchises?
A. Delete Sales Engagement to add an Customizer on one date.
B. Implement a data enrollment package from AppleData.org.
C. Download the Data Quality Analysis Dashboard from AppleDatasync.
B
58
58. Universal Containers uses Sales Territories and is working a consultant to reassign Accounts into new terriories. Which attribute of Sales Terriories should the consultant consider when developing the new territory model?
A. The syt sormasrnor prome s requees o erton ganning regorts.
B. A mocel st e sctaated narer to v resesned o.
C. Al Ackount ssignman s shoi b i whe the model state st Pl.
C
59
59. Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts without creating duplicate Contact records. What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature?
A. A sceoun rfstorip rom the o recrs.
B. Crese oncon objct o b Accounts and Contcts
C. Desrate ot accoun 3¢ he Cortac s prmry et.
C
60
60. A small company has hired a consultant to plan its Sales Cloud implementation. The company wants to et up and running with Sales Cloud right away. The deadiine has yet to be established and the requirements still need to be defined. Which project management methodology should a consultant recommend to 'sure the implementation is successful?
A. Karken
B. waiaet
C. o
A
61
61. 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 fail?
A. operational flux
B. technical flux
C. compliance flux
B
62
62. Cloud Kicks is in the process of implementing Sales Cloud for its sales teams. Senior management has concerns about adoption. What should a consultant recommend to encourage adoption?
A. escalate goals and low metrics.
B. set-offs the sales process.
C. has manage to a scalable environment.
A
63
63. Cloud Kicks manages prospects for lead generation in a marketing application. To ensure data quality, which prospects should the consultant migrate from the marketing application to lead records?
A. all prospects
B. significant prospects
C. qualified prospects
C
64
64. What should the consultant take into consideration when activating Orders?
A. O’modus can be removed from storey rescue orders.
B. O’modus can be activated only if they include a Product.
C. Our Products can be added to active orders.
B
65
65. The admin at Universal Containers is attempting to retire a Product that is being replaced by a newer version, but they are receiving an error because the Product is associated to an Opportunity. What should the consultant recommend to resolve the issue most efficiently?
A. O’modus the Product will each related into their entry.
B. O’s old the Product record will not exclude the Active Price.
C. O’s orders a flow to delete the Product from the Price Book.
B
