Salesforce Sales Cloud Consultant Exam Practice Test Instant Access

Question 1

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?

ASalesforce Data Pipelines

BEinstein Discovery

CSales Engagement

Answer : A

Salesforce Data Pipelines can aggregate, transform, and load data from various internal and external sources into Salesforce. To display lifetime spend data on the Account detail page, Data Pipelines can be used to gather and visualize this data directly within the Salesforce interface. This option is particularly effective for integrating diverse data sources and presenting comprehensive insights on each Account.

Question 2

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

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

AOpportunity should be set to Public Read/Write first.

BThe Opportunity will be implicitly Write for the team.

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

Answer : C

With Opportunity Teams, Salesforce provides implicit sharing of related records. When an Opportunity is shared with a team, members gain Read access to the associated Account, even if the Account is set to Private in organization-wide defaults. This implicit sharing allows team members to have the necessary context on the Account without changing broader Account access permissions.

Question 3

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?

AScope

BBackground

CTerms and Conditions

Answer : A

The Scope section of the Statement of Work (SOW) typically includes details on the services and deliverables provided, which would encompass user training on new features and the method of delivery. The consultant should discuss this section with Cloud Kicks to clarify responsibilities and expectations related to user training, ensuring that the SOW addresses CK's requirements for effective user adoption and training outcomes.

Question 4

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?

AAll prospects

BContacted prospects

CQualified prospects

Answer : C

To ensure data quality, only qualified prospects should be migrated from the marketing application to Salesforce as lead records. This approach reduces clutter and ensures that only leads with a higher potential for conversion are brought into Sales Cloud, aligning with Salesforce best practices for lead management. Qualified prospects typically meet predefined criteria that make them more likely to convert, thereby supporting sales efficiency and data integrity.

Question 5

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?

AImplement a lead scoring strategy,

BCreate list views to filter on each lead source.

CImplement lead assignment rules.

Answer : A

A lead scoring strategy helps prioritize leads based on their likelihood of conversion, allowing sales reps to focus on high-quality leads that are more likely to result in sales. Salesforce provides tools such as Einstein Lead Scoring, which can automate this process using AI to analyze lead attributes and behaviors, giving each lead a score that reflects its quality. This strategy supports sales managers' goals of improving focus and efficiency in handling leads from various sources.

Question 6

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

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

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

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

CUse a custom formula field on the Opportunity object.

Answer : A

Given that Cloud Kicks uses Advanced Currency Management (ACM):

Limitations with Roll-Up Summary Fields: With ACM enabled, roll-up summary fields cannot aggregate currency amounts over time due to dated exchange rates. This makes roll-up summaries ineffective for this requirement. Reference: Salesforce Help - Advanced Currency Management Considerations

Record-Triggered Flow Solution: A record-triggered flow can calculate the total amount of all open Opportunities related to an Account and update a custom field on the Account record. This flow can handle currency conversions and respect ACM settings. Reference: Salesforce Help - Create a Record-Triggered Flow

Custom Formula Fields Insufficient: A formula field on the Opportunity object cannot perform the necessary aggregation and display it on the Account page layout.

By implementing a record-triggered flow, the consultant ensures accurate total amounts are displayed on the Account, complying with ACM constraints.

Question 7

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?

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

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

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

Answer : B

To enhance the lead qualification process, developing a Lead score and grade in the marketing automation tool is the most effective approach. Here's why:

Automated Qualification: By using lead scoring and grading, the marketing automation tool can evaluate leads based on key attributes and activity history. This helps identify which leads meet the criteria for sales readiness, streamlining the handoff to sales.

Improved Lead Quality: Scoring and grading allow the marketing team to prioritize high-quality leads based on factors that indicate a higher likelihood of conversion, which aligns with the sales director's specifications for an ideal lead.

Salesforce Best Practices: Salesforce recommends using lead scoring and grading to automate and refine the lead qualification process, improving efficiency and alignment between marketing and sales.

In summary, developing the Lead score and grade in the marketing automation tool (Option B) provides an automated method to qualify leads based on specific criteria, improving the overall lead management process.

Salesforce Sales Cloud Consultant Salesforce Certified Sales Cloud Consultant Exam Practice Test