Certified Sales Cloud Consultant practice test

1. Question 1 · 1

   The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly. What should be recommended?

   Choose one answer.

   • Schedule a custom forecast report to run weekly and store the results in a custom report folder.
   • Create a reporting snapshot to run weekly and store the results in a custom object.
   • Create a reporting snapshot to run daily and store the results in a custom object.
   • Schedule a custom forecast report to run daily and store the results in a custom report folder.

2. Question 2 · 1

   Universal Containers is planning to implement Salesforce Sales Cloud to support its professional services division. The Universal Containers sales team wants to easily see customer purchasing activity on account, contact, and contract detail pages. What should a consultant recommend to meet this requirement?

   Choose one answer.

   • Enable Salesforce Console for Sales to see customer purchasing activity.
   • Create a custom object related to the account, contact, and contract objects.
   • Enable the Orders object in Salesforce to track customer purchases.
   • Create a global publisher action to view all customer purchasing activity.

3. Question 3 · 1

   Cloud Kicks has a lengthy and complex sales cycle. Opportunities have twelve stages that sales reps must move a deal through, as well as indicate the probability of winning the sale. The sales manager presently uses sales stages and probability for forecasting and wants to simplify the process of reporting on projected sales for the sales team. Which approach should a Consultant recommend to streamline forecast reporting?

   Choose one answer.

   • Align Opportunity stages with probability and use collaborative forecasts for reporting.
   • Reduce the number of Opportunity stages and report on forecast category.
   • Align forecast categories to multiple Opportunity stages and report on forecast category.
   • Reduce the number of Opportunity stages and report on probability.

4. Question 4 · 1

   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?

   Choose one answer.

   • CRM Content
   • Chatter links
   • Documents
   • Attachments

5. Question 5 · 1

   The Sales Manager at Cloud Kicks has asked an analyst to create a report when Opportunities reach a certain stage with an amount equal to $100,000 dollars. The analyst saves the report to the sales team's subfolder called Big Deals. The Big Deals folder is a subfolder of the sales team folder, with View access to the Sales Manager roles. The Sales Manager wants to subscribe to the report. Which permission does the Sales Manager need in order to subscribe to the report created by the analyst?

   Choose one answer.

   • Subscribe to Reports permission
   • Subscribe to Reports: Run Reports permission
   • Chatter Subscribe to Reports permission
   • Subscribe to Reports: Set Running User permission

6. Question 6 · 1

   Management at Northern Trail Outfitters wants 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 two.)

   Choose all answers that apply.

   • Build a custom forecast report showing product groups.
   • Implement Collaborative Forecasting with quota attainment.
   • Build a forecast list view by product family group.
   • Implement Collaborative Forecasting with product family.

7. Question 7 · 1

   Cloud Kicks requires sales associates to record all activities within Salesforce. Which sales metric can be derived from these activities?

   Choose one answer.

   • Close Rate
   • Marketing Influence
   • Forecast Accuracy
   • Rate of Contact

8. Question 8 · 1

   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?

   Choose one answer.

   • Navigate to the default Contact Hierarchy Lightning Component on the parent Account.
   • Enable the View All Child Contacts feature.
   • Navigate to the Account Hierarchy page to view all related Contacts.
   • Create a report to display all related Contacts.

9. Question 9 · 1

   A consultant needs to migrate data in Sales Cloud and is considering using Data Loader. What are two capabilities of this migration tool? (Choose two.)

   Choose all answers that apply.

   • Extract organization and configuration data
   • Prevent importing duplicate records
   • Run one-time or scheduled data loads
   • Export field history data

10. Question 10 · 1

    A Sales Rep at Cloud Kicks has a requirement to have access to all child Accounts of the Accounts they own. The Organization-wide Default setting for Account is private. What happens if a user has access to a parent Account?

    Choose one answer.

    • Access to child Account will need to be manually added.
    • The user will have access to child Account records.
    • Access can be granted by setting up a sharing rule via Account Hierarchy.
    • The user will have access to all Accounts if ג€Grant Access using Hierarchiesג€ is enabled.

11. Question 11 · 1

    Cloud Kicks has 300K Account records and 16M Invoices. These were within a custom object in a master-detail relationship with the Account. Each Account record takes a long time to display because of the Invoice related list's lengthy rendering time. What should the Consultant do to solve this issue?

    Choose one answer.

    • Enable indexing on all the fields visible on the related list of Invoices, as this will allow the related list to load faster.
    • Enable ג€Load Individual Component Separatelyג€ at the Lightning record page of the Account object, as this will allow Account details to render while Invoice related list data will be visible after querying details from Invoices.
    • Enable ג€Separate Loading of Related Listsג€ setting from User Interface Settings, as this will allow the Account detail to render while Invoice related list data will be visible after querying details from Invoices.
    • Raise a case with Salesforce to enable Fast Loading of the related list of Invoices, as this will help to render Account details faster.

12. Question 12 · 1

    The Cloud Kicks website Contact Us form creates Leads that need to be followed-up in a timely manner by sales representatives. The VP of Sales wants to be notified when the Lead creation date has passed 24 hours and the Lead status is still new. Sales representatives want a list of Leads to follow up. Which two actions should the consultant take to meet the requirements? (Choose two.)

    Choose all answers that apply.

    • Use Process Builder to send a time-based notification email.
    • Create a Lead escalation rule with criteria "Lead created date NOT equal to TODAY" and "Status equals new."
    • Create a dynamic report for sales representatives to subscribe to.
    • Create a Lead list view filtered for "Lead created date NOT equal to TODAY" and "Status equals new."

13. Question 13 · 1

    Northern Trail Outfitters gains sales leads at its annual trade show. Duplicate leads are generated when they are imported and already exist in the system. What should be done to address the issue with duplicate leads?

    Choose one answer.

    • Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported.
    • Upload the leads and click the "Find Duplicates" button for each of the leads to identify potential duplicate lead records.
    • Upload the leads using Data Loader and enable the "Find Duplicates" setting to prevent duplicate records.
    • Upload the leads using the Data Import Wizard and select the appropriate field to match duplicates against existing records.

14. Question 14 · 1

    The Northern Trail Outfitters sales team has reported that many of the Leads they receive are missing an email address or phone number. Which two approaches should a consultant recommend to address this problem? (Choose two.)

    Choose all answers that apply.

    • Require Phone and Email fields on the Lead page layout.
    • Configure Assignment Rules to only assign Leads with Phone or Email.
    • Require Phone and Email fields on the Lead object.
    • Create a Validation Rule that requires either a Phone or Email.

15. Question 15 · 1

    Cloud Kicks' (CK) marketing department is migrating from its email campaign and management system to Salesforce. The marketing administrator wants to ensure that CK's email templates are retained. Which two solutions should a consultant recommend for a successful migration? (Choose two.)

    Choose all answers that apply.

    • Enable Email Import and use the Import Wizard.
    • Manually recreate the email and mail merge templates in Salesforce.
    • Import email templates with the Data Loader.
    • Create an email template change set or use the Lightning Platform.

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