Podcast
Questions and Answers
The admin at Cloud Kicks recently implemented Sales Cloud and needs to understand the adoption of Lightning Sales Console. What should a consultant recommend to analyze adoption?
The admin at Cloud Kicks recently implemented Sales Cloud and needs to understand the adoption of Lightning Sales Console. What should a consultant recommend to analyze adoption?
Cloud Kicks recently purchased Salesforce, and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to forecasted amounts during the pipeline meetings is time consuming, and it is difficult to review all of the committed opportunities within the meeting time. What should the consultant recommend to help make meetings more efficient while making real-time forecast updates?
Cloud Kicks recently purchased Salesforce, and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to forecasted amounts during the pipeline meetings is time consuming, and it is difficult to review all of the committed opportunities within the meeting time. What should the consultant recommend to help make meetings more efficient while making real-time forecast updates?
Cloud Kicks wants to enable Person Accounts. What does the consultant need to do before enabling Person Accounts?
Cloud Kicks wants to enable Person Accounts. What does the consultant need to do before enabling Person Accounts?
A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation. What should the consultant do during the planning stage to ensure a successful implementation?
A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation. What should the consultant do during the planning stage to ensure a successful implementation?
Signup and view all the answers
Each product engineer at Cloud Kicks supports a specific product line. There are five product lines. While sales reps sell all of the company’s product lines, sales management wants the appropriate product engineer to be able to automatically view any new Opportunity for their particular product line with Read-Only rights. What should the consultant do to meet the requirement?
Each product engineer at Cloud Kicks supports a specific product line. There are five product lines. While sales reps sell all of the company’s product lines, sales management wants the appropriate product engineer to be able to automatically view any new Opportunity for their particular product line with Read-Only rights. What should the consultant do to meet the requirement?
Signup and view all the answers
Cloud Kicks is implementing Sales Territories for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories. What should the consultant recommend?
Cloud Kicks is implementing Sales Territories for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories. What should the consultant recommend?
Signup and view all the answers
Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them. Which functionality should the consultant recommend?
Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them. Which functionality should the consultant recommend?
Signup and view all the answers
In a recent management meeting, the VP of sales voiced concern over the current economic environment. To better understand the effectiveness of its marketing efforts, the VP expressed a need to monitor and reduce churn going forward. Which strategy should a consultant recommend to address the VP's concern?
In a recent management meeting, the VP of sales voiced concern over the current economic environment. To better understand the effectiveness of its marketing efforts, the VP expressed a need to monitor and reduce churn going forward. Which strategy should a consultant recommend to address the VP's concern?
Signup and view all the answers
The Cloud Kicks pipeline and forecasting reports are inaccurate because sales reps are creating opportunities after they are already closed won. Sales management wants visibility into how often the sales reps are creating these types of opportunities. Which solution should the consultant recommend?
The Cloud Kicks pipeline and forecasting reports are inaccurate because sales reps are creating opportunities after they are already closed won. Sales management wants visibility into how often the sales reps are creating these types of opportunities. Which solution should the consultant recommend?
Signup and view all the answers
The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or contract details for a created order. Which condition should the consultant consider to meet this requirement?
The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or contract details for a created order. Which condition should the consultant consider to meet this requirement?
Signup and view all the answers
A consultant has successfully deployed Sales Cloud at Cloud Kicks. What is the final step in completing an engagement?
A consultant has successfully deployed Sales Cloud at Cloud Kicks. What is the final step in completing an engagement?
Signup and view all the answers
At a kickoff meeting for a new project, a consultant starts gathering information to be used in the project implementation plan. They ask the participants to define what project success will look like. Which strategy is the consultant using?
At a kickoff meeting for a new project, a consultant starts gathering information to be used in the project implementation plan. They ask the participants to define what project success will look like. Which strategy is the consultant using?
Signup and view all the answers
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 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?
Signup and view all the answers
The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office. What should a consultant recommend?
The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office. What should a consultant recommend?
Signup and view all the answers
Access to Opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of Opportunities:
- Opportunities they own
- Opportunities that are tied to accounts they own
Which action should a consultant take to meet the requirement?
Access to Opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of Opportunities:
- Opportunities they own
- Opportunities that are tied to accounts they own Which action should a consultant take to meet the requirement?
Signup and view all the answers
A sales rep at Cloud Kicks must have access to all child accounts of the accounts they own. The organization-wide default setting for Account is Private. What happens if a sales rep has access to a parent account?
A sales rep at Cloud Kicks must have access to all child accounts of the accounts they own. The organization-wide default setting for Account is Private. What happens if a sales rep has access to a parent account?
Signup and view all the answers
Annual sales numbers change depending on renewal periods and new products. Sales managers at Universal Containers (UC) want to emphasize the importance of customer retention when prioritizing the pipeline and customer engagement for the sales team. Which metric should the consultant recommend to help UC emphasize the importance of customer retention to the overall business strategy?
Annual sales numbers change depending on renewal periods and new products. Sales managers at Universal Containers (UC) want to emphasize the importance of customer retention when prioritizing the pipeline and customer engagement for the sales team. Which metric should the consultant recommend to help UC emphasize the importance of customer retention to the overall business strategy?
Signup and view all the answers
Universal Containers has implemented a lead qualification process that uses a lead scoring formula a. Upon review, many of the converted leads with the highest scores had little interest in making a purchase. Which modification to the current lead qualification process should a consultant recommend?
Universal Containers has implemented a lead qualification process that uses a lead scoring formula a. Upon review, many of the converted leads with the highest scores had little interest in making a purchase. Which modification to the current lead qualification process should a consultant recommend?
Signup and view all the answers
Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account's discount field. CK sales reps are located in different 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 currencies?
Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account's discount field. CK sales reps are located in different 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 currencies?
Signup and view all the answers
Cloud Kicks wants to help its sales reps identify stalled opportunities in a single view. Which solution should the consultant recommend to meet the requirement?
Cloud Kicks wants to help its sales reps identify stalled opportunities in a single view. Which solution should the consultant recommend to meet the requirement?
Signup and view all the answers
Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system.
Which stage of the project lifecycle does this fall under?
Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system. Which stage of the project lifecycle does this fall under?
Signup and view all the answers
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?
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?
Signup and view all the answers
Study Notes
Salesforce Sales-Cloud-Consultant Exam Questions & Answers
- This document contains exam questions and answers related to Salesforce Sales Cloud Consultant Exam.
- Specific questions and answers are included showing various aspects of Salesforce, including data analysis, implementing Sales Cloud, and best practices for managing projects and rollouts.
- The document details specific issues, including enabling person accounts, appropriate reports for analyzing data, forecasting, and managing sales territories.
- It also outlines best practices for various Salesforce functions, like addressing stakeholder concerns, calculating sales tax, dealing with duplicate data, and utilizing different tools within the platform.
- Topics covered range from data import to user access management, and from project implementation to defining sales processes.
- Detailed explanations accompany each question, outlining the reasoning behind the correct answer and referencing relevant Salesforce documentation.
Studying That Suits You
Use AI to generate personalized quizzes and flashcards to suit your learning preferences.
Related Documents
Description
Test your knowledge with these questions and answers for the Salesforce Sales Cloud Consultant Exam. This quiz covers various aspects of Salesforce including data analysis, implementing Sales Cloud, and best practices for project management and stakeholder relations. Detailed explanations are provided for each question to enhance your understanding of the platform.
