Sales Cloud Consultant - 7
Sales Cloud Consultant - 7
https://www.2passeasy.com/dumps/Sales-Cloud-Consultant/
NEW QUESTION 1
Northern Trail Outfitter has created a Complaints custom object related to Accounts. Due to the sensitive nature of these records, the object’s visibility has been
set to Private. A dedicated subnet of support users who will work on these items has been added to a Complaints Specialist public group. Only users within the
Complaints Specialist public group should be able to view and edit any Compliant record.
Which two options should a consultant recommend to meet the requirements? Choose 2 answers
A. Use Apex managed sharing to grant record access to users In the Complaints Specialist public group and restrict manager visibility.
B. Uncheck the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object.
C. Create a catena-based sharing rule that grants Read/Write access to the Complaints Specialist public group.
D. Set the Complaint object's default visibility to allow only the users in the Complaints Specialist group to access the records.
Answer: BC
NEW QUESTION 2
The Cloud Kicks team needs to quickly look up contacts, accounts, and opportunities and easily log calls from their mobile phones. Due to limited coverage in
certain geographic areas, the team wants access to customer information while out of the office and when they are without an internet connection.
Which two steps should the consultant recommend? Choose 2 answers
Answer: BD
NEW QUESTION 3
Each product engineer at Cloud Kicks supports 3 specific product lines. There are three product lines. Sales reps sell all the company’s product lines; Sales
management wants the appropriate product engineer automatically assigned to any new Opportunity for their product line with Read-Only rights.
What are two actions the consultant can take to meet the requirement? Choose 2 answers
Answer: AB
Explanation:
* A. Create criteria-based opportunity sharing rules for each product line. This allows you to specify criteria for sharing an Opportunity with a specific user or group
of users. For example, you could create a rule that shares an Opportunity with the product engineer when the Opportunity has a certain product line assigned to it.
B. Enable Default Opportunity Teams for the Opportunity. This allows you to set a default Opportunity Team for an Opportunity, which will automatically assign the
product engineer to the Opportunity when it is created. This is useful when you need to assign a specific user to multiple Opportunities.
NEW QUESTION 4
Cloud Kicks has a requirement to measure end user adoption and data quality in Salesforce. Which solution should the consultant recommend?
Answer: C
NEW QUESTION 5
Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales
deafs.
Which report should the consultant create to meet the requirement?
Answer: B
NEW QUESTION 6
Universal Containers’ (UC) sales reps have said there are too many reports and dashboards which makes it hard to find what is important to them.
What should a consultant recommend that use to solve this issue?
Answer: A
NEW QUESTION 7
Cloud Kicks (CK) wants to migrate data from its existing enterprise resource planning (ERP) system to CK wants to organize its data using the unique ID that is a
number type in the ERP.
What should the consultant recommend to meet the requirement?
Answer: A
NEW QUESTION 8
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
Answer: BD
NEW QUESTION 9
Cloud Kicks has completed the discovery stage, and leadership has aligned on the project's business goals. What should the consultant formalize with
stakeholders before moving to the next project stage?
Answer: A
NEW QUESTION 10
Cloud Kicks’ (CK) VP of technology wants to start using Salesforce for all the sales team’s automation. CK migrated 70 million records from a legacy database to
the datawarehouse that will be synced with Salesforce. CK wants to search and cross-reference records with the original source database. What should a
consultant recommend meeting this requirement?
A. Use the standard External ID field and map this to the source record ID value.
B. Use a custom External ID field and map this to the source record ID value.
C. Use the standard External ID field and map this to the Salesforce record ID value.
D. Use a custom field named External ID and map this to the Salesforce record ID value.
Answer: B
NEW QUESTION 10
At Universal Containers, in addition to the sales team, support reps are sometimes eligible for commissions. When support reps are involved in a deal, they should
receive a credit of 15% of the revenue.
What should the consultant consider when designing a revenue sharing solution?
Answer: D
NEW QUESTION 12
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. Recommend an integration with the marketing platform that creates leads in Salesforce,
C. Recommend an integration with the marketing platform to Salesforce that generates tasks with lead information.
D. Create a report of Salesforce leads and compare it with marketing data on a regular basis.
Answer: B
NEW QUESTION 14
The Cloud Kicks CEO needs to run reports from the sales team’s reports folder. The CEO's assistant needs to control access to the reports. Sales managers need
to change the reports when necessary.
How should the consultant meet the requirement?
A. Set the CEO access level to View, the CEO's assistant to Manage, and the sales manager to Edit on ACO the folder.
B. Enable Manage Reports in Public Folders and give access to the CEO and their subordinates.
C. Set the CEO access level to View All, the CEO's assistant to Modify All, and the sales manager public group to Create.
D. Enable Manage access for the CEO role and subordinates, and Manage access for the CEO'S assistant profile.
Answer: A
NEW QUESTION 15
Universal Containers (UC) deployed Sales Cloud three months ago to the North American sales teams. One of the reasons UC selected sales cloud is its mobile
support which provides flexibility for account executive.
How should the consultant assure UC s management that Sales Cloud is being successfully adopted on mobile de devices?
A. Create a report to show the volume of opportunities created in the last three months compared to a year ago.
B. Create a custom report type to show the use of mobile devices by users in the last three months.
C. Track sales results month-over-month for the last three months to show an increase m the average order site.
D. Leverage visualforce to show the use of mobile devices by users during the last three months.
Answer: D
NEW QUESTION 18
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?
Answer: C
NEW QUESTION 21
Universal Containers (UC) recently implemented new Sales Cloud solutions. UC stakeholders believe that user adoption is best measured by the login rate.
Which two additional key metrics should the consultant recommend?
Choose 2 answers
A. Login lockouts
B. Activities logged
C. License assignments
D. Data quality score
Answer: BD
NEW QUESTION 24
Cloud Kicks is concerned that the sales team is taking longer to dose opportunities in comparison to the same time last year. The VP of sales wants to determine
the number of closed deals on a monthly basis and compare the month-over-month results.
Which two actions should the consultant take to meet the requirement? Choose 2 answers
Answer: AD
NEW QUESTION 29
Universal Containers is working to expand its residential business in the U.S. Sales reps are being asked to canvas neighborhoods m their areas, leveraging new
door-to-door campaign material to secure new customers. Internal studies have shown the most valuable residential customers typically have a household income
range between $50,000 and $70,000.
Which solution should the consultant recommend to help sales reps determine the best neighborhoods to canvas?
A. Salesforce Maps using the Demographic Context data source to display income ranges for regions within their territories
B. API integration with Salesforce Maps to plot existing customers on territory maps
C. A Salesforce Maps component plotting non-customers in residential neighborhoods
D. Salesforce Maps with ESR1 integration to display high density neighborhoods
Answer: A
NEW QUESTION 33
Sales reps at Cloud Kicks are responsible for creating leads manually and entering relevant details. The marketing department has noticed that some leads are
missing important information.
What are two functionalities the consultant should apply to ensure that key fields are populated?
Choose 2 answers
A. An assignment rules
B. A flow
C. A required field
D. A validation rules
Answer: CD
NEW QUESTION 34
Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points. Which three approaches should a consultant
use to learn about and empathize with the customer?
Choose 3 answers
A. Embodying
B. Shadowing
C. Interviewing
D. Role Playing
E. Leading Workshops
Answer: ABC
NEW QUESTION 35
The admin at Cloud Kicks needs to understand the adoption of Salesforce Files and multi-factor authentication.
What should a consultant recommend analysing adoption?
Answer: CD
NEW QUESTION 37
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
Answer: ABC
NEW QUESTION 41
Universal Containers has configured the Account organization-wide default (OWD) sharing as Public Read Only. All customer Accounts are owned by the
customer successmanager. When a customer calls support to update their contact information, the support agent on their Account team is unable to edit the
Account.
Which approach should a consultant recommend allowing the support agent to edit the Account, while still enforcing the Public Read Only OWD?
A. The support agent should add themselves to the customer's Account team to grant Edit permissions.
B. The support agent should contact the customer success manager to update the Account.
C. The customer success manager should change the owner of the Account to the support agent.
D. The customer success manager should include the support agent on the default Account team with Edit permissions.
Answer: D
NEW QUESTION 46
Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined
that opportunity stages often lack key information that sales managers at each stage because sales reps have yet to enter the data.
What should the consultant recommend so opportunity stage reports always contain the data managers expect?
Answer: C
NEW QUESTION 50
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 reps
B. Finance team
C. Sales operations
D. Executives
Answer: AC
NEW QUESTION 54
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
Answer: CD
NEW QUESTION 59
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?
Answer: D
NEW QUESTION 60
The consultant at Cloud Kicks has successfully implemented the Einstein Lead Scoring feature, and now wants to measure its effectiveness and track lead
conversion rates.
Which three standard dashboards are available? Choose 3 answers
Answer: ABE
NEW QUESTION 64
Cloud Kicks uses .pdf documents in Sales Cloud to help the sales team learn about new products. Which feature should a consultant recommend to store these
documents?
A. Files sync
B. Salesforce Files
C. Document lists
D. Salesforce Knowledge
Answer: B
NEW QUESTION 65
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?
Answer: A
NEW QUESTION 66
During the Discovery phase of a project, which three steps should a consultant complete to prepare for a successful engagement? Choose 3 answers
Answer: ADE
NEW QUESTION 67
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
Answer: CD
NEW QUESTION 72
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
Answer: AB
NEW QUESTION 77
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?
Answer: B
NEW QUESTION 81
Cloud Kicks rtants its sales operations team to place orders for United States customers in Sales Ootid. The sales ops team needs to calculate sates tax on the
orders. Sales tax is a complex calculation based on tax law that may change at any time.
What should the consultant recommend to meet the requirement3
Answer: B
NEW QUESTION 84
Universal Containers needs to track quarterly sales goals for users. What are two ways a consultant can display sales goals and allow users to track their progress
toward their goals?22.
Choose 2 answers:
Answer: BC
NEW QUESTION 89
Cloud Kicks (CK) has an external enterprise resource planning (ERP) system that stores product order information. CK wants to view those orders as a related list
on the account record in real time.
Which best practice should the consultant recommend?
A. Implement Salesforce Connect and an external object to get real-time product order information, and add the external object as a related fist on the Account.
B. Create a Lightning component, and get the real-time product order information from ERP using REST integration.
C. Create external object product onto" information in Salesforce, run a nightly batch to get details from ERP, and add the external object as a related fist on the
Account.
D. Implement Salesforce-to-Salesforce to get real-time product order information, and add it as a related list on the Account.
Answer: A
NEW QUESTION 91
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?
Answer: D
NEW QUESTION 96
Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.
Which two recommendations should the consultant make? Choose 2 answers
Answer: CD
NEW QUESTION 98
Cloud Kicks is expanding to international markets. Sales reps are unable to find specific products in the international price book.
Which two steps should the consultant take to resolve this issue? Choose 2 answers
Answer: BC
Answer: B
Explanation:
Creating a junction object between Campaign and Opportunity is the best way to track which marketing activities influenced a customer to make a purchase. This
junction object will allow you to track the influence of multiple Campaigns on a single Opportunity, which can be used to gain insights into which Campaigns are
most effective.
Answer: B
Answer: A
Answer: CD
A. Enable the Create Audit Fields permission to insert historically accurate records.
B. Use the Salesforce Approval Process clone feature to migrate approval processes.
C. Merge the legacy Salesforce org into UC's Salesforce org and migrate the approval processes.
D. Insert users, and then migrate email alerts and approval processes into UCs Salesforce org.
Answer: AD
A. Create the Campaigns related list on the Lead page layout, and associate new leads with a Campaign.
B. Create a mufti-select picklist, and ask representatives to select which conference (s) influence the lead.
C. Create industry events as Campaigns, add leads as Campaign Members, and utilize Customizable Campaign influence.
D. Create a Slack channel for each industry conference and mention this channel on all new leads.
Answer: B
A. Create a field update with Flow to update the forecast category based on the opportunity stage
B. Edit the probability percentage on opportunity stage picklist values.
C. Map opportunity stages to the appropriate forecast categories.
D. Update the opportunity stage picklist value labels to match the category to which they should be assigned
Answer: C
Answer: A
Answer: C
A. Install the Chat (Live Agent) Dashboard package from the AppExchang
B. Add a chart to the dashboard to show the number of agent chats associated to new leads compared to the total number of agent chats for the period.
C. Add a custom field on the Chat Transcript object so agents can check a checkbox when a conversation results in a new lea
D. Create a report using the custom field.
E. Create a lead report that identifies the number of new leads with the lead source "Chat".
F. Ask the marketing department to provide the program with Google Analytics data for the commercialcontainers web pages.
Answer: B
A. Build a custom report on Opportunity with custom summary formulas to show win/loss ratio.
B. Create a custom formula held on Opportunity to capture the win ratio for Opportunities.
C. Ensure that all managers have access to the standard Win/Loss report.
D. Build a custom lightning component to show the win ratio based on won Opportunities.
Answer: A
A. Identify AppExchange products that can be deployed to update the ERP with opportunity, account, and contact information from Salesforce.
B. Configure Outbound message to publish the opportunity wins and update the ERP with opportunity, account, and contact information from Salesforce.
C. Implement Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and opportunity information and automatically
update the ERP accordingly.
D. Use enterprise ETL tools to extract closed/won opportunities from Salesforce and update the ERP with opportunity, account, and contact information from
Salesforce.
Answer: B
Answer: BD
Answer: BD
A. Ask the client to sign off on requirements and start the build.
B. Update the solution design while the team is out of the office.
C. Set up two requirements workshops for the following week.
D. Update the project plan and communicate it to stakeholders.
Answer: D
Answer: D
Answer: D
Answer: AC
Answer: BC
A. User Profiles with Read access to Accounts must also have Read access to Contacts.
B. At least one Record Type should be created for Accounts.
C. The CK customer portal must be disabled to allow Person Account self-registration in the future.
D. The organization-wide default sharing is set so either Contact is Controlled by Parent or both Account and Contact are Private.
E. The organization-wide default for both Accounts and Contacts should be set to Public Read/Write.
Answer: ABC
Explanation:
According to the Salesforce Sales Cloud Consultant Study Guide, it is important to ensure that the organization-wide default sharing is set correctly in order to
ensure that Person Accounts can be enabled in the future. It is not necessary to disable the CK customer portal in order to enable Person Accounts. Finally, it is
not recommended to set the organization-wide default for both Accounts and Contacts to Public Read/Write.
A. Share Opportunities with specific users by granting Read access to Opportunities in their portfolio
B. Add specific users as Account team members with a role that grants Modify All access.
C. Add specific users as Opportunity team members with a role that grants Read/Write access
D. Share Accounts with specific users and their respective teams.
Answer: C
Answer: D
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