Cloud Kicks want to track different details for trade shows and customer webinars.
Which capability enables the use of custom fields, contextual validation rules, and varied
layouts? A. Parent Campaigns B. Custom Picklist C. Campaign Hierarchies D. Record Types. 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 will be implicitly Write for the team. B. Opportunity should be set to Public Read/Write first. C. Account should be set to Public Read first. D. The Opportunity's Account will be implicitly Read for the team. . 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. Cloud Kicks has purchased a list of leads and wants sales reps 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 Leads and update the Lead Source to "Purchased Lead." B. Create a Campaign, import the list as Leads, and add them to the Campaign. C. Create a new custom object to import purchased Leads. D. Import the list as new Leads using the Data Import Wizard. During a Discovery session at Cloud Kicks, a topic is highlighted that is outside the
statement of work (SOW).
How should the consultant proceed? A.Conduct another Discovery session. B. Define and submit a change order for the new items. C. Revise the timeline for the new items. D. Continue work because it is covered by the warranty. Cloud Kicks sales reps want to see all of their current opportunities, and the full details, with a minimal amount of navigation or clicks to cycle through them.
Which functionality should the consultant recommend? A. Construct a new Sales Console app including opportunities. B. Create a 'My Opportunities' report and open each opportunity in a new browser tab. C. From the 'My Opportunities' list view, select the Split View option. D. Create a "My Team Opportunities' report and open each opportunity in a new browser
tab. During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new system, which is impacting adoption.
How should the consultant avoid this issue in the future?
A. Design a solution during the Build phase. B. Conduct a Beta review during the Validate phase. C. Gain buy-in during the Analyze phase. D. Develop test scripts during the Plan phase. Cloud Kicks (CK) wants to migrate data from its existing enterprise resource planning (ERP) system to S 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? A. Map the ERP unique ID to a custom external ID unique number field. B. Create a text field and insert the ERP unique ID. C. Use the ERP unique ID as the Salesforce ID. D. Create an external ID unique number field in the ERP labeled 'ERP unique ID. Universal Containers is growing its international business. Domestic account executives believe that the standard price book has become difficult to use because
there are too many records reflecting different currencies and country-specific product variations.
What should the consultant recommend to improve usability for account executives? A. Create product families to enable users to filter by continent and country. B. Use custom price books for domestic and international customers. C. Use separate product catalogs for domestic and international customers. D. Update the product naming conventions to include the currency in the product name. Universal Containers has hired a new employee for the Global Sales Leadership team. The employee is in fostering friendly competition between account
executives, with emphasis on reinforcing activities that drive sales. Historically, for every four prospect meetings held, one sale was generated.
Which action would help support the sales teams? A. Create subscription reports to send daily prospect meetings planned to the Assigned user
for those events. B. Show a leaderboard on the regional sales dashboards highlighting the account executives
who have created the most opportunities. C. Show a leaderboard on the regional sales dashboards highlighting account executives
who have held the most prospect meetings. D. Create a dashboard that displays the most sales closed by region using charts to show
sales in green and lost opportunities in red. Cloud Kicks is concerned that the sales team is taking longer to close 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: A. Create a report based on the Opportunity reporting snapshot. B. Create a dashboard component and schedule the dashboard to refresh monthly. C. Schedule a reporting snapshot of the Opportunity History object to run monthly. D. Schedule a reporting snapshot of the Opportunity object to run monthly. A Cloud Kicks sales team based in the U.S. wants to grow market share in Australia.The company has multi currency enabled and has added the Australian Dollar as an available currency.
How should the consultant allow the sales team to report on Australian deal values in U.S.
Dollars (USD)?
A. Set each sales user's default currency to the Australian Dollar. B. Enable parenthetical currency conversion. C. Create a formula field to perform a currency calculation. D. Use USD for Australian Opportunity currencies. Cloud Kicks has 12 stages in its sales process. The probability of winning the sale must be indicated. The sales manager uses sales stages and probability for
forecasting.
The sales manager wants a condensed summary of the forecasts without affecting the sales team.
Which approach should a consultant recommend to streamline forecast reporting? A. Reduce the number of opportunity stages and report on forecast category. B. Align forecast categories to multiple opportunity stages and report on forecast category. C. Align opportunity stages with probability and use collaborative forecasts for reporting. D. Reduce the number of opportunity stages and report on probability. The sales manager at Cloud Kicks has proposed that the consultant hold 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: A. Send a survey to all employees asking for a list of desired changes. B.Meet with a large group of employees to listen to their feedback. C. Ask management to select which employees should participate in sessions. D. Arrange multiple sessions with small groups of employees. E. Ask all employees to email their ideas and feedback to the consultant. At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer.
CK wants to ensure that the assigned sales ops specialist and sales engineer have access to the correct Accounts. The organization wide defaults (OWD)
for Contact are set to 'Controlled by Parent'.
Which solution should the consultant recommend to meet this requirement? A. Set up Account Teams with defaults for each sales rep. B. Use Apex Managed Sharing to automatically share any new Contacts. C. Change the Contact OWD to Private and create sharing rules to grant visibility. D. Add the Sharing button to the page layout so sales reps can share Contacts as needed. Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers.
When a new Account has its first closed/won
opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new
customer.
Which option should the consultant recommend to meet the requirement?
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. 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? A. Create an Individual Lead Record Type. B. Enable Contacts to Multiple Accounts. C. Leave the Company field blank. D. Populate the Company field with 'Person.". Cloud Kicks wants to utilize Opportunities to report and track subscriptions to its Shoe of the Month club. Subscribers can make a single payment or pay weekly,
monthly, or quarterly.
Which solution should the consultant recommend to meet the requirement? A. Enable schedules on the Product object. B. Activate schedules on the Opportunity object. C. Implement contracts with a lookup to the Opportunity object. D. Configure assets with a lookup to the Opportunity object. A consultant is working with Cloud Kicks (CK) on its initial Sales Could implementation. CK wants its sales reps to be able to use Sales Cloud to track accounts, contacts, and opportunities before its global conference in 4 months.
What should the consultant recommend to meet the requirement? A. Set obtainable metrics, goals, and milestones for the deadline. B. Reschedule the event to ensure functionality is complete. C. Deploy the Salesforce mobile app to the team prior to the event. D.Implement additional features to make the team more productive. The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts. The team can often easily identify duplicates and wants to merge them.
What should the consultant explain to the team about Person Account merges? A. Person Accounts with a redundant relationship can be merged using matching rules. B. Person Accounts can be merged with any type of Account. C. Person Accounts can be merged with other Person Accounts. D.Person Accounts can be merged with contact records. The Cloud Kicks admin is planning to deploy new functionality as part of its quarterly update process. The consultant has recommended completing the update outside of business hours to avoid impacting users.
Where should the consultant direct the admin to check for scheduled system maintenance? A. Company Profile B. Trailblazer Community C. Trailhead D. Salesforce Trust. Organization-wide default settings for Account is set to Private at Cloud Kicks. Users are unable to see each other's accounts.
When a Salesforce admin assigns User A as the owner of an opportunity related to User B's
account, which additional access will User A gain? A. User A will have Read-Write access to the opportunity's Account and its related
contact records. B. User A will have Read-Only access to the opportunity's Account record. C. User A will have Read-Only access to the opportunity's Account and its related contact
records.
D. User A will have Read-Write access only to the opportunity's Account record. During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new system, which is impacting adoption.
How should the consultant avoid this issue in the future? A. Design a solution during the Build phase. B. Conduct a Beta review during the Validate phase. C. Gain buy-in during the Analyze phase. D. Develop test scripts during the Plan phase. Cloud Kicks is concerned that the sales team is taking longer to close 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: A. Create a report based on the Opportunity reporting snapshot. B. Create a dashboard component and schedule the dashboard to refresh monthly. C. Schedule a reporting snapshot of the Opportunity History object to run monthly. D. Schedule a reporting snapshot of the Opportunity object to run monthly. Universal Containers has hired a new employee for the Global Sales Leadership team. The employee is interested in fostering friendly competition between account executives, with emphasis on reinforcing activities that drive sales.
Historically, for every four prospect meetings held, one sale was generated.
Which action would help support the sales teams? A. Create subscription reports to send daily prospect meetings planned to the Assigned user
for those events. B. Show a leaderboard on the regional sales dashboards highlighting the account executives
who have created the most opportunities. C. Show a leaderboard on the regional sales dashboards highlighting account executives
who have held the most prospect meetings. D. Create a dashboard that displays the most sales closed by region using charts to show
sales in green and lost opportunities in red. 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. Executives C. Finance team D. Sales operations. Cloud Kicks (CK) plans to implement Advanced Currency Management for its Salesforce implementation. CK has Roll-up Summary fields on the Account and Opportunity.
What should CK consider when enabling Advanced Currency Management in its Salesforce
org? A. Dated exchange rates are used in Opportunity forecasting or currency fields in other
types of reports. B. Opportunity Roll-up Summary fields will update from the Opportunity Line Item object. C Account Roll-up Summary fields will update from the Opportunity object. D. Account cross-object formulas always use the dynamic conversion rate for currency
conversion. Sales reps at Cloud Kicks (CK) often receive important customer emails they want to record as activities related to contacts in Salesforce. CK has Office 365, as well as a
policy that prevents users from installing anything directly on their computers.
Which solution should a consultant recommend to meet this requirement? A. Lightning Console for Sales B. Einstein Activity Capture C. Salesforce for Outlook D. Salesforce Console for Sales. A couple of users at Cloud Kicks (CK) own more than 10,000 records. The CK admin has noticed that making changes to the sharing model is taking increasingly more
time.
What are two solutions the consultant should implement to resolve the issue?
Choose 2 answers: A. Move the users to the top of the role hierarchy. B. Move the users to the bottom of the role hierarchy. C. Mass transfer the records to another role in the role hierarchy. D. Remove the users from the role hierarchy. 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 two factors should the consultant consider when updating the sales territories and
Account owners?
Choose 2 answers: A. The organization-wide default should be set to Public before the update can be performed. B. The Salesforce Platform can update up to 200 accounts at a time. C. The data update will cause sharing recalculations and should be completed during off peak hours. D. The team can defer sharing calculations to decrease the risk of lock errors during the data update. Users at Cloud Kicks (CK) say the global search is returning too many results when searching for contacts. CK's admin confirmed that users have the correct permissions and record access to the contacts they want to see.
What should a consultant recommend to yield better search results? A. Use quotation marks operator around contact's first and last name. B. Add company name next to contact's full name in the search window. C. Add LIKE keyword next to contact's full name in the search window. D. Use parentheses operator to limit search to the Contacts object. Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associated records, such as opportunities, contracts, and cases, based on team member responsibilities.
Which capability should the consultant recommend? A. Role hierarchy B. Account Teams C. Sharing rules D. Opportunity Teams. Cloud Kicks' (CK) VP of technology wants to start using Salesforce for all of the sales team's automation. CK migrated 70 million records from a legacy database to the data warehouse that will be synced with Salesforce. CK wants to search and cross reference records with the original source database.
What should a consultant recommend to meet this requirement? A. Use a custom External ID field and map this to the source record ID value. B. Use the standard External ID field and map this to the source record ID value. C. Use a custom field named External ID and map this to the Salesforce record ID value. D. Use the standard External ID field and map this to the Salesforce record ID value. An executive at Cloud Kicks (CK) has asked its admin to create a diagram to show 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 as a whole.
What should the admin create to meet this requirement? A. Capability Model B. Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram C. Suppliers, Imports, Processes, Outputs, Customers (SIPOC) Diagram D. Value Stream Map. What are two capabilities of Data Loader?
Choose 2 answers A. Extracts organization and configuration metadata B. Prevents importing duplicate records C. Runs one-time or scheduled data loads D. Exports field history data. Cloud Kicks has the goal of generating high-quality leads by implementing Sales Cloud.
Which metrics should the consultant analyze to determine the success of this goal? A. Total number of Leads created by a Sales Rep B. Lead to Opportunity Conversion Rate C. Total number of Leads by source D. Lead to Quote Conversion Rate. The Discovery phase with Cloud Kicks (CK) has just ended. CK wants a visual way to see how the new business processes will work. CK's process is complex and requires multiple slides.
What should the consultant design to give CK this high-level view? A. SIPOC Map B. Value Stream Map C. Capability Model D. Universal Process Notation. 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? A. Modify a report based on KPIs. B. Set up a dashboard with the KPI reports. C. Set up a Path based on the KPIs. D. Install a KPI Tracker app from the AppExchange. 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 Opportunity Team and configure contact sharing. B. Transfer account ownership from themselves to the opportunity owner. C. Transfer contact ownership from themselves to the opportunity owner. D. Add opportunity owners to the Account Team and configure contact sharing. Cloud Kicks uses an external enterprise resource planning (ERP) application to process its ERP application needs to receive data about opportunities when
the opportunity closes.
Which two solutions should the consultant recommend?
Choose 2 answers: A.REST callout B. Single sign-on C. Connected app D.Outbound Message with Workflow Rules. Cloud Kicks needs to forecast monthly business deals that dose as well as open opportunities on a weekly basis.
The VP of sales asks the business analyst to review
how the sales funnel is changing month over month.
Which two actions should the consultant take to meet this requirement?
Choose 2 answers: A. Create a custom object to store the results in. B. Configure a report snapshot to run weekly. C. Schedule a custom forecast report to run weekly. D. Configure a report snapshot to run daily. 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? A. Use a junction object between Accounts and Contacts. B. Use the Contacts to Multiple Accounts feature. C. Create a custom lookup from Accounts to Contacts. E. Create a reverse lookup from Contacts to Accounts. Universal Containers is migrating data from a legacy system into Salesforce.
Which two considerations should a consultant take into account when importing Campaign
Members?
Choose 2 answers A. Leads, Contacts, and Business Accounts can be Campaign Members. B. The Marketing User feature license must be assigned. C. The Campaign ID is required in the import file. D. The Status of the Campaign Member is optional. Cloud Kicks wants to implement a methodology to determine which current leads have the most in common with leads that have successfully been converted in the
past.
How can the consultant meet this requirement? A. Use Lead Conversion Reporting. B. Create Conversation Insights. C. Use Einstein Lead Scoring. D. Create Sales Cadence Steps. 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. Closed Won Opportunities by Account B. Closed Won Opportunities with Activities C. Closed Won Opportunities by the sales team D. Closed Won Opportunities with Recommendations. Sometimes, sales reps need to create contacts without accounts based on business processes.
What should the consultant take into consideration about these contacts? A. Contacts without accounts need to be shared through sharing rules. B Contacts without accounts need to be manually shared. C. Contacts without accounts are private and only the owner and admin can view them. E. Contacts without accounts are shared through the Role Hierarchy. In the Discovery phase of a Sales Cloud implementation, what are three effective ways a consultant can determine the design of the system?
Choose 3 answers: A. Schedule training B. Establish performance benchmarks C. Observe end users. D. Administer a survey. E. Host a focus group. Cloud Kicks is expanding its operations to Europe. The company wants to enable Advanced Currency Management to support both EUR and USD currencies, and show the total value of open opportunities on account records.
How should the consultant implement a solution to meet the requirement? A. Use a custom summary formula field on the Opportunity. B. Install a third-party app from the AppExchange. C. Use a Roll-up Summary field from the Opportunity to the Account. D. Create a cross-object formula field on the Account. Sales managers at Cloud Kicks need to visualize all open opportunities based on the location of the related Account.
Which solution should a consultant recommend? A. Using Tableau CRM, import a data lens with the State and City for all opportunities. B. Enable Location Services and add the Account Address field to the Opportunity page
layout. C. Create a dashboard that uses a report grouping opportunities by Account. D. Using Salesforce Maps, configure a Data Layer showing open opportunities. Cloud Kicks manages contacts for lead generation in a marketing application. Following a new Salesforce implementation, inbound leads will be reviewed in the marketing application and then migrated to Salesforce.
Which contacts should the consultant migrate from the marketing application to leads in Salesforce? A. New contacts B. Active contacts C. Qualified contacts D. All contacts. Northern Trail Outfitters finished implementing Sales Cloud for a mid-market sales team. Sales management wants to track data trends and adoption.
What should the consultant recommend to measure core Sales Cloud record data? A. Adoption Dashboards Pack B. User Login Report C. System Overview Page D. Salesforce Optimizer. Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month dub. Regional sales managers (RSMs) must approve discounts greater than 5%.
Regional vice presidents (RVPS) also must approve discounts greater than 10%.
Which two steps should a consultant recommend to satisfy these requirements?
Choose 2 answers: A. Create two Approval Processes, one with the RSM and one with the RVP. B. Use Process Builder to send an approval Task and email to the RSM and RVP C. Use Process Builder to automatically submit approvals over a 5% discount. D. Create a two-step Approval Process with the RSM and RVP as approvers. Universal Containers (UC) has established Sales Ops teams. As part of the sales process, Tasks are used to track all customer interactions. UC wants any available Sales Ops team member to handle these Tasks as soon as possible.
Which Salesforce functionality should the consultant recommend to meet the requirement? A. Create Opportunity Teams to manage Tasks. B. Use workflows to create a Task for each team member C. Assign Tasks to a queue to share work efficiently D. Leave the Task's Assigned to field blank. Universal Containers wants to automatically add sales representative emails and events from Gmail to the activity timeline of related records.
What should the consultant recommend to meet the requirement? A. Einstein Activity Capture B. Email to Lead C. Marketing Cloud Journeys D. Gmail Integration. The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current.
What should the consultant recommend to maintain current Account information? A. Build a weekly data update from in-house systems to refresh data in Salesforce. B. Email the contacts and leads to obtain their current information. C. O Use third-party data to update and add records to Salesforce. D. Enable Automated Account Fields in Setup. Universal Containers (UC) has acquired another company that uses Salesforce and is migrating its legacy email alerts, and approval processes.
Which two steps should the consultant perform to maintain data integrity?
Choose 2 answers: 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. The operations manager wants to synchronize Cloud Kicks' customer list from its back office systems with Salesforce.
What is the first step the consultant should recommend to ensure data integrity? A. Create an External ID field on the Account object. B. Create an Apex trigger to exchange data between the Salesforce instance and the back
office system. C. Create a unique ID field on the Opportunity object. E. Create a web service connection between the Salesforce instance and the back office
system. Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly installments beginning in the
month the products are sold.
The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast
easily.
What should the consultant recommend to meet the requirement? A. Use Revenue Schedules to capture installment payment plan details for each Product B. Add a custom field to the Quotes object to capture the number of installments. C Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales. D. Create a Process Builder to create an order for each installment payment. Universal Containers is analyzing data to identify do, and wants to know which Accounts with open Opportunities are missing Contacts.
Which feature should a consultant recommend to build this report? A. Custom report type B. Joined report C. Cross filter D. Custom filter. Sales management at Cloud Kicks wants to track the following information:
• Open opportunities in the current quarter by sales rep
Accounts that are current customers
• Open cases in the last quarter for open opportunities
What should a consultant recommend to meet these requirements? A. Create a summary report with cross filters, B. Create a reporting snapshot. C. Create a joined report. D. Create a dynamic dashboard. VP OF SALES Yourself cloud clips wants to sales steam to use the Salesforce model app to complete the sales team meet to create an edit leads contracts and
opportunity with each.
Which two features should be consultant recommend for the sales steam to use? A. MOBILE SMART ACTION B. LIGHTENING MOBILE CONTAINER C. EINSTINE ACTIVITY CAPTURE D. QUICK ACTIONS. 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 to allow reps to continue to collaborate
while eliminating incorrect edits?
Choose 2 answers: A. Change Account organization-wide defaults to Private. B. Enable Account Teams to allow owners to grant Read/Write access. C. Create an Account sharing rule to grant Read/Write access to all Accounts. D. Change Account organization-wide defaults to Public/Read-Only. Cloud Kicks wants to release product enhancements effectively to drive user adoption and have the greatest impact on the organization and users' day-to-day functions.
What are three steps for successful change and seasonal release management?
Choose 3 answers: A. Prioritize executive requests. B. Train end users after deployment. C. Communicate updates to end users. D. Create an org development model. E. Collect input from stakeholders. Cloud Kicks has enabled Orders to track and manage customer requests for products. The sales team has requested a process to return or reduce the quantity of activated Orders.
Which two Salesforce features should a consultant recommend to meet this requirement?
Choose 2 answers: A. Enable Orders without Price Books. B. Enable Zero Quantity Orders. C. Enable Negative Quantity for Order Products. D Enable Reduction Orders. Cloud Kicks (CK) frequently works with contractors for marketing focus groups. These contractors change companies often, und OK wants to retain its company history through Accounts.
What should the consultant recommend? A. Implement the Contacts to Multiple Accounts feature. B. Implement Person Accounts to represent the relationship. C. Use a junction object to represent the previous companies. D. Use Account Teams associated with the previous companies. Universal Containers wants to allow its Salesforce users to view and update customer billing information from the company's invoicing system within a separate
Salesforce org.
What should a consultant implement to meet this requirement? A. Salesforce Connect and External Objects B. My Domain and Single Sign-On C. Workflow Rules and Outbound Messaging D. Nightly scheduled Batch Data jobs E. Mark this item for later review. Which two considerations should be made when deploying dynamic dashboards?
Choose 2 answers A. Dynamic dashboards must be manually refreshed. B. Dynamic dashboards require users to follow each component. C. Dynamic dashboards allow all users to view data as any user. D. Dynamic dashboards must be saved in public or shared folders. A sales manager at Cloud Kicks wants the sales team to stay informed about the team's progress in Quip.
Which approach should a consultant recommend? A. Connect a document or spreadsheet to a Slack channel. B. Utilize Salesforce Notes standalone related list in Lightning Experience. C. Use Salesforce Chatter groups and restrict access to the sales team. Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly installments beginning in the
month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast
easily.
What should the consultant recommend to meet the requirement? A. Revenue Schedules to capture installment payment plan details for each Product. B. Create a Process Builder to create an Order for each installment payment. C. Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales. D. Add a custom field to the Quotes object to capture the number of installments. Cloud Kicks (OK) plans to implement Advanced Currency Management for its Salesforce implementation. CK has Roll-up Summary fields on the Account and
Opportunity.
What should CK consider when enabling Advanced Currency Management in its Salesforce
org? A. Dated exchange rates are used in Opportunity forecasting or currency fields in other types
of reports. B. Opportunity Roll-up Summary fields will update from the Opportunity Line Item object. C. Account Roll-up Summary fields will update from the Opportunity object. D. Account cross-object formulas always use the dynamic conversion rate for currency
conversion. The enterprise architect for Cloud Kicks wants to understand how objects in Sales Cloud are connected to one another.
Which two approaches should a consultant use to help the architect? A. Explain the types of object relationships in Salesforce. B. Review the Object Manager tab in Setup with the customer. C. Use Schema Builder to show a visual of related objects. D. Obtain an export of object data from the current system. Cloud Kicks has a large remote sales department working in many different locations. Management wants greater visibility the opportunities in progress with their respective teams. They also want to receive email alerts when opportunities reach key m (eg. stage progression) or a high probability.
However, they want to control the frequency of their email alerts.
Which solution should a consultant recommend? A. Configure Outlook Integration email settings to control alert frequency. B. Subscribe to Chatter Feed Tracking to receive updates for the key metrics. C. Create a report filtering for the desired criteria, and allow managers to subscribe to the report. D. Define a workflow rule and email task that is triggered when the stage is updated to new
values. Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll forecast for territories.
Which two recommendations should the consultant make?
Choose 2 answers: A Include the Forecast Manager field on the Opportunity page layout. B. Assign a forecast-enabled forecast manager to each territory. C. Assign a role for each manager in the user role hierarchy D. Include the Forecast Manager field on the Territory page layout. Cloud Kicks requires its sales associates to record all customer interactions within
Salesforce.
Which sales metric can a sales manager at Cloud Kicks use to monitor and reinforce its sales
strategy? A. Activity Tracking B. Renewal Rate C. Close Rate D. Forecast Accuracy. Cloud Kicks has the goal of generating high-quality leads by implementing Sales Cloud.
Which metrics should the consultant analyze to determine the success of this
goal?
A. Total number of Leads by source B. Total number of Leads created by a Sales Rep C. Lead to Opportunity Conversion Rate D. Lead to Quote Conversion Rate
. Cloud Kicks has a requirement to measure end user adoption and data quality in
Salesforce.
Which solution should the consultant recommend? A. Adoption & Data Quality Dashboards Pack B. Salesforce Surveys C. Tableau custom dashboard D. Einstein Conversation Insights. Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. The leadership team at CX wants to prove the new adoption.
What should the consultant recommend? A. Create a Slack channel to gather and discuss feedback from users. B. Add an Approvals process to the Opportunity object to enforce data standards. C. Conduct a requirements workshop to gather user stories. D. Create a report to track the login rate over the last 7 days. Cloud Kicks want to track different details for trade shows and customer webinars.
Which capability enables the use of custom fields, contextual validation rules, and varied
layouts? A. Parent Campaigns B. Record Types C. Campaign Hierarchies D. Custom Picklist. A customer notices a large increase in leads created overnight which exceed the daily limits. Upon examination, the leads ear to be created by bots. The customer 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. Select Require reCAPTCHA Verification in Web-to-Lead settings. B. Use a custom Web-to-Lead alternative with built-in protection. C. Use an AppExchange package to add a honeypot field. D. Engage the web services team to write custom CSS for the form. Sales reps at Cloud Kicks are spending too much time coordinating meetings with prospective clients.
Which solution should a consultant recommend to schedule meetings more efficiently? A. Create a site that clients can access to schedule meetings. B. Utilize the Insert Availability feature in Salesforce Inbox. C. Share the sales reps' Salesforce calendar with clients. D. Ask clients to share their Outlook calendars. Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account's discount field. CK sales rep are located in d regions and use different
currencies. A consultant creates a custom formula field on the Opportunity.
Which currency will the custom formula use for its value if the opportunity and account records have different currency? A. Corporate currency B. User currency C. Account currency D. Opportunity currency. Cloud Kicks has enabled Multi-Currency in its organization. All of the rates are set.
What is the impact if the exchange rates are adjusted? A. New opportunities will use the new conversion rate and old opportunities will remain the
same. B. All opportunities with conversion rates will use the new rate. C. All newly closed opportunities will use the new conversion rate. D. Opportunities created this month will use the new conversion rate and old opportunities
will remain the same
. Cloud Kicks wants to know how many closed won Opportunities a Campaign has generated over the last 30 days.
Which two steps should the consultant take to meet this requirement using standard
functionality?
Choose 2 answers: A. Add criteria to the auto-association settings and limit it to the past 30 days. B. Ask the admin to enable Customizable Campaign Influence. C. Add child Campaigns of the primary Campaign source automatically. D. Define rules for Campaigns to add Opportunities and then lock after 30. Universal Containers has implemented Salesforce for all of its sales associates. All sales associates are required to select the win or loss status on every closed
Opportunity.
Managers like to measure the win ratio for all of the sales associates.
How should a consultant meet the requirement? A. Build a custom Lightning component to show the win ratio based on won Opportunities. B. Create a custom formula field 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 report on Opportunity with custom summary formulas to show
win/loss ratio.
