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

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Total 186 questions
Question 1

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?



Answer : A

Smart Actions streamline data entry and common tasks in the Salesforce mobile app, allowing users to quickly create and edit records such as leads, contacts, and opportunities. These actions provide a simplified and intuitive interface tailored for mobile use, enhancing productivity and usability for the sales team. By utilizing Smart Actions, Cloud Kicks' sales team can efficiently manage their tasks on the go without needing to navigate complex forms or screens.


Question 2

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?



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 3

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

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



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 4

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?



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 5

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?



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 6

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?



Answer : C

When dealing with duplicate leads, even if a standard Matching Rule is in place, it may not be sufficient if specific custom criteria are needed for identifying duplicates. In Salesforce, it's possible to create custom Matching Rules that use criteria tailored to the business's unique data requirements. Activating a custom Lead Matching Rule ensures that leads are matched based on those specific attributes, which can be more effective at identifying duplicates than the standard rule alone. The consultant should verify that the custom rule is active so it can be used to enforce lead uniqueness.

For details on Matching Rules, see Salesforce's documentation on Setting Up Matching Rules.


Question 7

Universal Containers uses Sales Territories and is working with a consultant to reassign Accounts into new territories.

Which attribute of Sales Territories should the consultant consider when developing the new territory model?



Answer : B

In Salesforce Sales Cloud, when working with Sales Territories, a territory model must be activated to view any reassigned accounts. This is because only an active territory model applies the defined territory account assignment rules to assign accounts. While a model is in the Planning state, it allows for setting up and testing, but changes are not applied to live data. Activation finalizes the model and makes the assignments visible and enforceable. This ensures that accounts are correctly reassigned based on the updated rules in the territory model.

For further information, refer to Salesforce documentation on Activating Territory Models.


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Total 186 questions