Salesforce Sales-Cloud-Consultant Exam Questions and Answers PDF

Questions and Answers PDF 1/127 Thank You for your purchase om Salesforce Sales-Cloud-Consultant Exam Question & Answers.c...

Questions and Answers PDF 1/127 Thank You for your purchase om Salesforce Sales-Cloud-Consultant Exam Question & Answers.c Salesforce Certified Sales Cloud Consultant Exam ps Exam m du am ex id al.v w w // w s: tp ht https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 2/127 Product Questions: 186 Version: 31.0 Question: 1 om 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?.c A. Run the Salesforce Optimizer. ps B. Open the Lightning Usage App. C. Create a custom report. m du Answer: B am Explanation: The Lightning Usage App in Salesforce provides detailed insights into how users are engaging with ex the Lightning Experience, including specific apps like the Lightning Sales Console. It includes metrics on login frequency, page views, and device usage, which can help admins and consultants analyze id user adoption and engagement effectively. al According to Salesforce documentation, the Lightning Usage App is the recommended tool for understanding how end users are interacting with Lightning Experience and other Salesforce apps..v This app presents adoption data in a user-friendly interface, helping to identify trends, such as which w users are frequently logging in, and which users may need additional support or training. w While tools like Salesforce Optimizer can provide insights into overall system health and recommendations for improvements, it is not specifically tailored for tracking usage metrics. w Similarly, a custom report could be created, but it would require more effort and customization to // replicate the comprehensive adoption data that the Lightning Usage App provides out of the box. s: Salesforce Documentation Reference: tp Lightning Usage App Overview Salesforce Optimizer ht Question: 2 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? https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 3/127 A. Use in-line editing to update the forecast amount for records. B. Modify multiple opportunities at one time in the Forecast page. C. Tell reps to use the list view to move opportunities between stages. Answer: B Explanation: The Forecasts page in Salesforce allows sales managers and reps to view and manage forecast data in om real-time. By using the "Forecasts" page, managers can efficiently modify multiple opportunities at once without needing to navigate between individual records. This capability is particularly useful during pipeline meetings as it enables real-time updates to forecasted amounts, streamlining the.c process and making meetings more efficient. ps Salesforce's Forecasts functionality includes the ability to quickly adjust forecast amounts, manage m opportunity splits, and commit forecast figures, all within the same interface. This is ideal for du pipeline meetings where sales managers need to make quick adjustments based on real-time discussions. am While in-line editing can be helpful, it’s limited to updating individual records rather than making bulk changes. Using list views for moving opportunities between stages might help reps manage ex their pipeline, but it doesn’t offer the direct forecasting adjustments required to streamline forecast id meetings. al Salesforce Documentation Reference:.v Collaborative Forecasts Overview w Forecasts Page Features w w Question: 3 // s: Cloud Kicks wants to enable Person Accounts. tp What does the consultant need to do before enabling Person Accounts? ht A. Disable access to Experience Cloud sites during the cutover. B. Set default sharing of Account to Public Read/Write. C. Create at least one Account record type. Answer: C Explanation: https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 4/127 Before enabling Person Accounts, Salesforce requires that at least one Account Record Type is created. This is because Person Accounts function as a hybrid of both Account and Contact objects, with specific configurations required to distinguish between business and person accounts. Without setting up a record type, Person Accounts cannot be enabled. Salesforce documentation states that enabling Person Accounts will impact data models and certain configurations within the system. Therefore, it’s crucial to review these prerequisites carefully. Disabling access to Experience Cloud sites and modifying account sharing settings are not prerequisites specifically tied to enabling Person Accounts. Salesforce Documentation Reference: Enable Person Accounts Person Accounts Overview om Question: 4.c ps A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation. m What should the consultant do during the planning stage to ensure a successful implementation? du am A. Identify which Salesforce features and functions to use. B. Design a prototype of the suggested solution. C. Define goals, metrics, project schedule, and sales processes. ex id Answer: C al.v w Explanation: During the planning stage of a Sales Cloud implementation, defining goals, metrics, project w schedules, and sales processes is critical for a successful rollout. This foundational step ensures that w the implementation aligns with the client's business objectives and provides clear criteria for // measuring success. Salesforce recommends that implementation planning includes establishing a s: timeline, setting achievable goals, and documenting existing and desired sales processes. These elements form the basis for effective project management and help in aligning the solution with the tp client’s business needs. ht Identifying Salesforce features and designing a prototype are valuable steps, but they typically occur after establishing clear goals and requirements. Proper planning sets the stage for these subsequent tasks. Salesforce Documentation Reference: Salesforce Implementation Best Practices Sales Cloud Planning Guide Question: 5 Each product engineer at Cloud Kicks supports a specific product line. There are five product lines. https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 5/127 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? A. Enable Default Account Teams for each product line. B. Enable Default Opportunity Teams for the Opportunity. C. Create criteria-based opportunity sharing rules for each product line. Answer: C om.c Explanation: ps Criteria-based sharing rules allow for automatic sharing of records based on specific criteria, such as product line in this case. By setting up opportunity sharing rules based on the product line, each m product engineer can be granted Read-Only access to opportunities that match their assigned du product line, ensuring they have visibility into relevant opportunities without manual updates or intervention. am Default Account Teams and Default Opportunity Teams are used to automatically assign predefined teams to records but do not inherently allow for automated sharing based on specific criteria like product lines. These options would also require manual updates to ensure that the correct engineers ex are assigned, which is less efficient than using criteria-based sharing. id Salesforce Documentation Reference: Set Up Opportunity Sharing Rules al Opportunity Sharing and Criteria-Based Sharing Rules.v Question: 6 w w w Cloud Kicks is implementing Sales Territories for its retail sales unit. The sales director is requesting a // detailed roll-up forecast for territories. s: What should the consultant recommend? tp ht A. Include the Forecast Manager field on the Account page layout. B. Assign a Forecast Manager to each region. C. Assign a role for each manager in the user role hierarchy. Answer: B Explanation: The Forecast Manager role is essential in Salesforce when working with Territory Forecasts. By assigning a Forecast Manager to each region, Salesforce can generate a roll-up forecast based on the https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 6/127 territories managed within that region. The Forecast Manager oversees the forecasting process and can provide the sales director with the requested detailed roll-up forecast for each territory. Including the Forecast Manager field on the Account page layout or assigning roles in the user role hierarchy is useful for access control and organizational structure, but they do not directly impact the roll-up forecast functionality for territories. Assigning a Forecast Manager ensures accurate and hierarchical forecasting as per regional sales performance. Salesforce Documentation Reference: Set Up Collaborative Forecasts by Territory Forecast Manager Role in Territory Management om Question: 7.c ps Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal m amount of navigation or clicks to cycle through them. du Which functionality should the consultant recommend? am A. Develop a new Sales Console app including opportunities. B. Select the Split View option from the My Opportunities list view. ex C. Create a dashboard with reports on My Opportunities. id al Answer: B.v w Explanation: w To allow sales reps to view all details of their current opportunities with minimal navigation, the w consultant should recommend using the Split View option in Salesforce. // Key Points: s: Split View Feature: Split View enables users to see a list of records alongside the details of a selected record on the same screen. This allows for quick navigation between records without excessive tp clicking. ht Efficiency in Navigation: Sales reps can click through the list of opportunities on the left pane, and the details of each selected opportunity will display on the right pane. This reduces the need to open each record in a new tab or window. Minimal Clicks: With Split View, reps can cycle through their opportunities seamlessly, enhancing productivity and saving time. Salesforce Sales Cloud Reference: Using Split View: Salesforce Help - Work with List Views Using Split View Benefits of Split View: Split View is designed to help users process lists of records more efficiently by reducing navigation steps and keeping context while reviewing multiple records. By selecting the Split View option from the My Opportunities list view, sales reps at Cloud Kicks can efficiently access all the details of their current opportunities with minimal navigation or clicks. https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 7/127 Question: 8 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? A. Create a year over year sales by Account report. B. Create an average stage duration by Opportunity report. om C. Create a Historical Trending report..c Answer: C ps m Explanation: du Historical Trending reports in Salesforce allow users to analyze changes in key data points over time, making them an excellent tool for monitoring and understanding churn. By using a Historical am Trending report, Cloud Kicks can track fluctuations in opportunity stages, account statuses, and other relevant metrics. This enables the VP of sales to gauge the effectiveness of marketing efforts, identify ex patterns, and take proactive measures to reduce churn. A year-over-year sales report and an average stage duration report provide valuable insights, but id they do not offer the same level of detailed, time-based analysis that a Historical Trending report can offer for tracking churn. al Salesforce Documentation Reference:.v Analyze Historical Trends in Salesforce w Historical Trending Overview w Question: 9 // w s: The Cloud Kicks pipeline and forecasting reports are inaccurate because sales reps are creating tp opportunities after they are already closed won. Sales management wants visibility into how often the sales reps are creating these types of opportunities. ht Which solution should the consultant recommend? A. Run the Opportunity Pipeline standard report to view the upcoming opportunities by stage. B. Configure a report that displays opportunities that have an earlier closed date then created date. C. Implement automation to update the opportunity to the first stage in the sales process. Answer: B https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 8/127 Explanation: A report that highlights opportunities with a closed date earlier than the created date would directly address the issue of opportunities being created after they are already closed. This report helps sales management gain visibility into how frequently this occurs and enables them to identify patterns or specific reps who may need additional training or oversight. While the Opportunity Pipeline report provides an overview of upcoming opportunities by stage, it does not specifically address discrepancies between created dates and closed dates. Automation to update the opportunity stage could help manage data integrity but does not provide the necessary visibility into how often opportunities are created late. Salesforce Documentation Reference: Create Custom Reports on Opportunities Understanding Opportunity Fields om Question: 10.c ps The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or contract m details for a created order. du Which condition should the consultant consider to meet this requirement? am A. The order must be associated with an active contract. B. The order associated with the account is in draft status. ex C. The currency associated with the order can be different from the contract. id al Answer: B.v w Explanation: w In Salesforce, orders must be in "Draft" status to allow any changes to account or contract details. w Once an order is activated, editing options for associated account or contract information become // restricted. If the order is still in draft status, sales reps have the flexibility to update these details as s: needed. An active contract or different currency on an order does not inherently restrict the ability to edit tp account or contract details as long as the order is in draft status. Once the order is activated, ht however, modifications to account and contract information are limited. Salesforce Documentation Reference: Manage Orders and Order Statuses Order Management Guidelines Question: 11 A consultant has successfully deployed Sales Cloud at Cloud Kicks. What is the final step in completing an engagement? https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 9/127 A. Activate users in the system. B. Validate the implementation. C. Obtain stakeholder sign-off. Answer: C Explanation: The final step in a Salesforce Sales Cloud implementation engagement is to obtain stakeholder sign- om off. This step is essential as it signifies formal acceptance from the client that the implementation meets the agreed-upon requirements and project objectives. Sign-off indicates that stakeholders are satisfied with the deployment and that the project is ready for closure..c Activating users and validating the implementation are important tasks but occur earlier in the ps deployment process. Obtaining sign-off ensures all project deliverables have been met and that the consultant can officially conclude the engagement. m Salesforce Documentation Reference: du Project Closeout and Sign-off Implementation Engagement Checklist am Question: 12 ex id At a kickoff meeting for a new project, a consultant starts gathering information to be used in the project implementation plan. al They ask the participants to define what project success will look like..v Which strategy is the consultant using? w w A. Design Direction w B. Discovery // C. Challenge Framing s: tp Answer: B ht Explanation: During the Discovery phase, consultants gather information to understand the client's requirements, challenges, and goals. By asking participants to define what project success looks like, the consultant is conducting discovery to establish clear objectives and align the implementation with the client’s expectations. This approach helps ensure that the solution will meet the client's needs and supports setting measurable goals for the project. Design Direction and Challenge Framing are useful strategies, but they occur after the Discovery phase, once the initial understanding of goals and challenges is established. Salesforce Documentation Reference: https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 10/127 Salesforce Discovery Process Consulting Engagement Phases Question: 13 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? om A. Set obtainable metrics, goals, and milestones before the conference. B. Implement Sales Cloud out of the box and iterate before the conference..c C. Reduce the scope and deploy Accounts and Contacts before the conference. ps m Answer: B du am Explanation: To meet Cloud Kicks' requirement of having Sales Cloud ready in time for the global conference, ex implementing Sales Cloud with its out-of-the-box features is the most effective strategy. This allows the team to start using core features for tracking accounts, contacts, and opportunities immediately. id Iterative improvements can be made as feedback is gathered, ensuring a usable solution is in place while enhancements are made incrementally. al Setting metrics and reducing scope can be helpful, but implementing Sales Cloud in its default form.v provides the quickest route to functionality. Salesforce supports iterative deployment, especially in w time-sensitive projects, to ensure initial usability while refinements are underway. Salesforce Documentation Reference: w Sales Cloud Quick Start Guide w Sales Cloud Iterative Implementation // s: Question: 14 tp ht The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office. What should a consultant recommend? A. Enable Conversions for the Salesforce mobile app In Lead Conversion settings. B. Create a Global Action to convert leads via the Salesforce mobile app. C. Install an AppExchange package to convert leads via the Salesforce mobile app. Answer: B https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 11/127 Explanation: Creating a Global Action specifically for lead conversion enables sales reps to convert leads directly from the Salesforce mobile app. This approach provides a seamless experience that leverages native Salesforce functionality, without the need for additional installations or configurations. By setting up a Global Action, the consultant ensures that lead conversion is accessible on the go, which is ideal for Cloud Kicks’ traveling sales team. While enabling conversions in Lead Conversion settings provides configuration options, it does not by itself create mobile access. AppExchange solutions are useful but often introduce additional overhead and are unnecessary when native Salesforce functionality meets the requirement. Salesforce Documentation Reference: om Salesforce Mobile App Global Actions Lead Conversion on Mobile.c ps Question: 15 m du Access to Opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of Opportunities: am * Opportunities they own * Opportunities that are tied to accounts they own Which action should a consultant take to meet the requirement? ex id A. Set organization-wide defaults for Accounts and Opportunities to Private. al B. Set organization-wide defaults for Accounts and Opportunities to Public Read- Only..v C. Set Opportunity access on the role to View All Opportunities associated with the owner's accounts. w w w Answer: C // s: Explanation: tp To restrict access to opportunities such that sales users can only access: ht Opportunities they own Opportunities tied to accounts they own The consultant should set the Opportunity access on the role hierarchy to "View All Opportunities associated with the accounts they own." Key Points: Organization-Wide Defaults (OWD): Setting OWD for Accounts and Opportunities to Private ensures that users cannot access records they don't own unless granted through sharing rules or role hierarchy. Role Hierarchy Settings: Adjusting the role hierarchy allows users to access opportunities associated with accounts they own, even if they don't own the opportunity records themselves. Opportunity Access on Roles: Navigate to Setup > Roles. https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 12/127 Edit the relevant sales roles. In the "Opportunity Access" section, select "Users in this role can view all opportunities associated with accounts they own." Controlled Access: This configuration ensures that users see only the opportunities they own and those tied to their accounts, aligning with the requirement. Salesforce Sales Cloud Reference: Role Hierarchy and Sharing Settings: Set Your Organization-Wide Sharing Defaults Opportunity Access via Roles: Define Access to Opportunities Grant Access Using Hierarchies: Roles and Internal Access Why Options A and B are Incorrect: Option A: While setting OWD to Private is necessary, it doesn't by itself grant access to opportunities tied to accounts the user owns. om Option B: Setting OWD to Public Read-Only would allow users to see all accounts and opportunities, which contradicts the requirement to restrict access..c By setting Opportunity access on the role to view all opportunities associated with the owner's ps accounts, Cloud Kicks ensures that sales users have appropriate access, fulfilling the specified access requirements. m Question: 16 du am 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. ex What happens if a sales rep has access to a parent account? id al A. Access to child account records is granted via the Account Hierarchy..v B. Access to child account records needs to be shared manually, C. Access to child account records is controlled by default Account Teams. w w w Answer: B // s: Explanation: tp In Salesforce, if the organization-wide default for Accounts is set to Private, access to child accounts ht is not automatically granted based on parent account ownership. As a result, manual sharing rules or sharing through Account Teams or role hierarchies must be used to extend access to child accounts. The Account Hierarchy itself does not provide automatic access to child records. Account Teams can provide access but only if configured to include child accounts. Since the OWD is Private, manual sharing is the primary method to ensure appropriate access. Salesforce Documentation Reference: Account Hierarchy and Sharing Manual Account Sharing Question: 17 https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 13/127 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? A. Annual Contract Value (ACV) B. Total Pipeline Value C. Customer Lifetime Value (CLV) om Answer: C.c ps Explanation: m Customer Lifetime Value (CLV) measures the total value a customer brings over the entire duration of du their relationship with the company. Emphasizing CLV helps sales teams focus on customer retention and long-term relationship value, which aligns with Universal Containers’ goal of prioritizing am customer retention. By tracking CLV, sales managers can guide reps to prioritize engagement with high-value customers to boost long-term revenue. Annual Contract Value (ACV) and Total Pipeline Value focus more on short-term gains, which might ex not align as directly with customer retention and long-term strategy. id Salesforce Documentation Reference: Customer Lifetime Value in Salesforce al Using Metrics to Drive Retention.v Question: 18 w w w Universal Containers has implemented a lead qualification process that uses a lead scoring formul // s: a. Upon review, many of the converted leads with the highest scores had little interest in making a purchase. tp Which modification to the current lead qualification process should a consultant recommend? ht A. Include a measure for the number of marketing touches. B. Increase points for actions that Indicate Intent. C. Evaluate each record against the target marketing persona. Answer: B Explanation: When leads with high scores do not convert as expected, it suggests that the scoring model may not effectively measure purchase intent. Adjusting the lead scoring formula to assign higher points for https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 14/127 actions that indicate strong intent (such as downloading a whitepaper or requesting a demo) can improve the accuracy of the scoring process, ensuring that highly interested leads are prioritized. Including a measure of marketing touches or evaluating against personas could also help, but increasing points for high-intent actions directly addresses the issue of prioritizing leads based on purchase readiness. Salesforce Documentation Reference: Lead Scoring Best Practices Improving Lead Qualification Question: 19 om 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.c custom formula field on the Opportunity. ps Which currency will the custom formula use for its value if the opportunity and account records have different currencies? m du A. Opportunity currency am B. User currency C. Corporate currency ex id Answer: A al.v Explanation: w In Salesforce, when a custom formula field is created on an Opportunity, the formula uses the Opportunity's currency for calculations. This is particularly important in organizations using multiple w currencies, as it ensures that calculations remain consistent with the record on which the formula is w defined. Therefore, the formula field will display the value in the Opportunity’s currency, regardless // of the Account’s currency. s: Salesforce Documentation Reference: Multi-Currency and Formula Fields tp Formula Fields and Currency Considerations ht Question: 20 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? A. Create a Lightning Web Component. B. Use Deal Insights In Pipeline Inspection C. Create a screen flow. https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 15/127 Answer: B Explanation: Pipeline Inspection with Deal Insights offers a visual way to identify stalled opportunities and provides actionable insights directly within the Sales Cloud. This tool highlights opportunities that haven’t progressed in a set amount of time, making it easy for sales reps to identify and act on these opportunities in a single view. While custom Lightning Web Components or screen flows could potentially be built to identify om stalled opportunities, using Deal Insights in Pipeline Inspection is a more efficient and native Salesforce solution designed specifically for this purpose. Salesforce Documentation Reference:.c Pipeline Inspection and Deal Insights ps Identifying Stalled Opportunities with Deal Insights m Question: 21 du am Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system. ex Which stage of the project lifecycle does this fall under? id A. Initiate al B. Plan.v C. Execute w w Answer: B // w s: Explanation: tp Creating an architecture diagram typically occurs during the planning phase of a Salesforce project. In this phase, the consultant outlines the system architecture and defines how Salesforce will interact ht with other systems, integrations, and data flows. This diagram is essential for ensuring that the system design meets business requirements and aligns with technical considerations before moving into the execution phase. During the Initiate phase, high-level planning and goal setting occur, while the Execute phase focuses on actual implementation and configuration. Salesforce Documentation Reference: Salesforce Project Management Lifecycle System Architecture Planning Question: 22 https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 16/127 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. Create a Lightning component, Get the real-time product order Information from the ERP system using a REST integration. Add the component to the account page. B. Create a custom product order information object. Run a nightly batch job to get details from the ERP system. Add the custom object as a related list on the Account. C. Implement Salesforce Connect and an external object to get real-time product order information. om Add the external object as a related list on the Account..c ps Answer: C m du Explanation: Salesforce Connect allows for real-time integration with external systems by creating external objects am that act as virtual representations of external data within Salesforce. This is ideal for situations where data must be accessed in real-time, as with Cloud Kicks’ ERP system and product order information. By using Salesforce Connect, CK can display external data directly in Salesforce as a related list on the ex Account without the need for nightly batch jobs or custom components. id Creating a Lightning component for REST integration or using a custom object with a batch job are al alternatives but do not offer the same seamless, real-time access that Salesforce Connect provides..v Salesforce Documentation Reference: w w Salesforce Connect Overview w Using External Objects in Salesforce // s: Question: 23 tp ht Cloud Kicks maintains products and price books on an external platform due to the high frequency of product pricing changes. Sales managers want to monitor pipeline by sales rep and track team revenue to goal in Sales Cloud. What should the consultant do to meet the requirement? A. Implement Opportunity Teams and Opportunity Splits. B. Create reports on closed Opportunities. C. Use Opportunities and enable Forecasts. https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 17/127 Answer: C Explanation: To monitor pipeline and track team revenue to goal, using Opportunities with Salesforce Forecasts is the best approach. Opportunities enable tracking of individual deals, while Forecasts provide a consolidated view of expected revenue, allowing sales managers to view progress toward goals by rep, team, or other criteria. This configuration supports both pipeline monitoring and revenue goal tracking, which aligns with CK’s requirements. While Opportunity Teams and Opportunity Splits are useful for revenue sharing and tracking contributions on specific deals, they do not offer the comprehensive goal-tracking functionality that om Forecasts provide. Creating reports on closed Opportunities is helpful but lacks the real-time forecasting capabilities required. Salesforce Documentation Reference:.c Sales Forecasting in Salesforce ps Using Opportunities with Forecasts m Question: 24 du am The Sales Cloud implementation at Cloud Kicks (CK) is now live. End user training is complete. IT stakeholders have signed off on the technical aspects of the project. ex The CK admin continues to call the consultant with questions about the sales process. What should the consultant do? id al A. Suggest that CK purchase a support agreement..v B. Recommend that the admin attend Salesforce instructor-led training. w C. Conduct a knowledge transfer with the admin. w w Answer: C // s: tp Explanation: Since the Cloud Kicks admin continues to reach out with questions about the sales process, the ht consultant should facilitate a knowledge transfer session. Key Points: Knowledge Transfer Importance: A knowledge transfer ensures the admin understands the configurations, customizations, and rationale behind the implemented sales processes. Empowerment: By thoroughly educating the admin, they become more self-sufficient and capable of supporting end-users effectively. Tailored Learning: The session can address specific questions and scenarios relevant to CK, providing immediate value. Post-Implementation Support: Knowledge transfer is a critical component of a successful implementation, ensuring long-term sustainability. Salesforce Sales Cloud Reference: https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 18/127 Training and Adoption: Salesforce emphasizes the importance of training and knowledge sharing in its Adoption Best Practices. Administrator Resources: Salesforce Administrator Resources Why Options A and B are Incorrect: Option A: Purchasing a support agreement may not provide the personalized assistance the admin needs and could incur unnecessary costs. Option B: While formal training is beneficial, it may not address immediate concerns and is less personalized than a knowledge transfer session. Conducting a knowledge transfer with the admin addresses their questions directly and ensures they have the necessary understanding to manage the sales process effectively. Question: 25 om.c Cloud Kicks (CK) has organization-wide defaults set to Public Read-Only for Opportunity. One of the ps Account Team roles at CK is Executive Sponsor. Account Team members with the Executive Sponsor role need Read/Write access to all child Opportunities. m How should the consultant meet the requirement? du am A. Create an Account sharing rule to grant Read/Write access to Opportunities. B. Create an Opportunity sharing rule to grant Read/Write access to Opportunities. C. Create a flow to grant Read/Write access to Opportunities. ex id Answer: B al.v w Explanation: In Salesforce, organization-wide defaults (OWD) for the Opportunity object can be set to Public Read w Only, meaning all users can view Opportunities, but only the record owner and users above them in w the role hierarchy have edit access. When OWD is set to Public Read Only, additional access can be // granted using sharing rules. s: For Cloud Kicks, the Account Team role of Executive Sponsor requires Read/Write access to Opportunities associated with the Accounts they sponsor. Since the OWD is set to Public Read Only, tp the most effective method to grant this access is through an Opportunity sharing rule. Sharing rules ht in Salesforce are specifically designed to extend access to users in roles, groups, or territories without altering the OWD settings. By creating an Opportunity sharing rule, Cloud Kicks can ensure that all Account Team members with the Executive Sponsor role gain Read/Write access to related Opportunities, regardless of ownership. An Account sharing rule would not work in this scenario because sharing rules for Accounts do not automatically extend to related Opportunities when OWD for Opportunities is Public Read Only. Additionally, creating a flow would not be as efficient or straightforward as using a sharing rule, which is Salesforce's recommended approach for managing access based on roles and relationships like Account Team roles Question: 26 https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 19/127 Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories. Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected in Sales Cloud. How should the consultant show sales operations what the data will look like after the change? om A. Develop reports and dashboards that compare the existing and new territories. B. Run the updated assignment rules in the Planning State and view the accounts on the territory.c detail page. ps C. Install the Territory Health Assessment app from AppExchange. m Answer: B du am Explanation: In Salesforce Territory Management, the Planning State allows users to view and modify territory ex structures and assignment rules before implementing changes. By running the updated assignment id rules in this state, Sales Operations can preview how accounts will be allocated within new territory structures. This Planning State feature is specifically designed to enable users to assess the impact of al changes on account assignments, ensuring accuracy before activating the changes..v Utilizing the Planning State is a best practice because it provides a detailed preview of account distributions, helping Sales Operations make informed decisions and validate territory assignments. w Once satisfied, the model can then be published to reflect these changes in the active territory w model without directly affecting the live data until ready. This approach provides a controlled w environment to validate changes and ensures smooth transitions for complex territory adjustments​ // s: tp Question: 27 ht After Cloud Kicks implemented Sales Cloud Einstein, a consultant realizes they are unable to activate all of the features. Which step should the consultant take to troubleshoot the issue? A. Confirm users have the feature license assigned. B. Reconfigure the Einstein Lead Scoring app. C. Check the Sales Insights Integration User profile configuration. https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 20/127 Answer: A Explanation: Sales Cloud Einstein features require specific feature licenses for users to access and activate certain functionalities. When encountering issues with activating Einstein features, the first step is to confirm that the necessary feature licenses have been assigned to the appropriate users. Without these licenses, users will not have access to Einstein functionalities like Lead Scoring, Opportunity Insights, or Account Insights. Assigning these licenses can be managed through Salesforce Setup under Permission Set Licenses, ensuring that each user who needs access to Einstein features has the correct permissions. This is a om common troubleshooting step for Einstein-related issues, as access to these features is contingent upon proper licensing​ Sales Cloud Einstein features require specific feature licenses for users to access and activate certain.c functionalities. When encountering issues with activating Einstein features, the first step is to ps confirm that the necessary feature licenses have been assigned to the appropriate users. Without these licenses, users will not have access to Einstein functionalities like Lead Scoring, Opportunity m Insights, or Account Insights. du Assigning these licenses can be managed through Salesforce Setup under Permission Set Licenses, ensuring that each user who needs access to Einstein features has the correct permissions. This is a am common troubleshooting step for Einstein-related issues, as access to these features is contingent upon proper licensing​ ex Question: 28 id al Northern Trail Outfitters (NTO) finished implementing Sales Cloud for a mid-market sales team. Sales.v management wants to track data completeness. w Which common metric should the consultant recommend that NTO use to measure core Sales Cloud data? w // w A. Record Count s: B. User Adoption C. Field Usage tp ht Answer: C Explanation: When evaluating data completeness in Salesforce, measuring Field Usage is a key metric. This metric helps determine how thoroughly users are populating critical fields across records. By analyzing field usage, Northern Trail Outfitters (NTO) can ensure that important data fields like Account Information, Contact Details, and Lead Attributes are consistently filled, which supports accurate reporting and overall data quality. Field Usage directly impacts how well the team can leverage Sales Cloud for insights and decision-making, as incomplete data can hinder accurate analytics and reporting. https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 21/127 Regular assessment of field usage is essential to maintain high data quality and maximize the effectiveness of Sales Cloud for sales management​ Question: 29 It is challenging for the sales operations team to provide Universal Containers with accurate and insightful reports due to the poor quality and high volume of Account, Contact, and Lead dat a. As the team performs data cleansing, productivity has been impacted, leading to inefficiency and low om adoption. What should the consultant do first? A. Install and configure a data cleansing app from AppExchange..c B. Create a data management plan and a data quality dashboard. ps C. Use Duplicate Rules to identify and report data quality issues. m du am Answer: B Explanation: ex Before implementing specific tools or features like data cleansing apps, the best practice is to first establish a data management plan along with a data quality dashboard. This approach will help id Universal Containers define standards for data accuracy, completeness, and consistency. A well- crafted data management plan allows the sales operations team to outline procedures for data al maintenance, cleansing, and regular audits. Additionally, creating a data quality dashboard will.v provide visibility into key data metrics, enabling the team to track and address issues proactively. w This structured approach lays a foundation for ongoing data quality improvements and supports user adoption by reducing inefficiencies and maintaining data integrity across high volumes of records​ w w Question: 30 // s: tp Cloud Kicks (CK) wants to implement sharing rules. Which consideration should the consultant explain to CK? ht A. Sharing rules can expand access beyond the organization-wide default levels. B. When a sharing rule is deleted, the sharing access created by that rule must be manually removed. C. Sharing rules apply only to new records that meet the definition of the source data set. Answer: A https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 22/127 Explanation: In Salesforce, sharing rules are used to extend access to records beyond the default access levels established by organization-wide defaults (OWDs). These rules allow administrators to define which groups of users (e.g., roles, public groups, territories) need additional access, such as Read/Write permissions, to records they do not own. Importantly, sharing rules cannot restrict access below the level set by OWDs; they only provide additional access. Thus, for Cloud Kicks, implementing sharing rules means expanding access where needed to facilitate collaboration and ensure that the right users have appropriate visibility into records like Accounts, Opportunities, or other objects based on their role requirements​ Question: 31 om During the Deploy phase at Cloud Kicks, users are finding it difficult to navigate a new system which.c is contributing to low adoption. ps How should the consultant avoid this issue in the future? m du A. Develop test scripts during the Plan phase. B. Provide company-wide training throughout the project. am C. Conduct a beta review during the Validate phase. ex Answer: B id al Explanation:.v User adoption issues, like difficulty navigating a new system, can often be mitigated through w ongoing, role-based training provided throughout the implementation project. Rather than waiting until deployment, offering training at different phases allows users to build familiarity with w Salesforce gradually, enabling them to better understand and retain information. This approach, w coupled with regular updates and support, ensures users are prepared and more comfortable with // the new system by the time it goes live. Consistent training also reinforces the system’s benefits and s: encourages users to engage with Salesforce more confidently and effectively, ultimately leading to higher adoption rates and better productivity in the long run. tp Salesforce recommends varied training methods, including hands-on sessions, webinars, and in-app ht guidance, which cater to different learning preferences and support user engagement at every project stage. Conducting company-wide training can ensure all stakeholders have the skills they need to succeed with the system from day one. Reference: Salesforce Trailhead emphasizes the importance of ongoing training and phased user engagement to boost adoption and ease the transition during a Salesforce implementation. Question: 32 Cloud Kicks' (CK) VP of technology wants to start using Sales Cloud for all of the sales team’s automation. CK migrated 70 million records from a legacy database to the data warehouse that will https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 23/127 be synced with Sales Cloud. CK wants to search and cross-reference records with the original source database. What should a consultant recommend to meet this requirement? A. Use the standard External ID field and map this to the source record ID value. B. Use a custom field named External ID and map this to the Sales Cloud record value. C. Use a custom External ID field and map this to the source record ID value. Answer: C om Explanation:.c To facilitate record referencing and synchronization between Sales Cloud and an external database, ps the best practice is to use a custom External ID field. This field can be mapped directly to the unique record ID from the source database. External ID fields in Salesforce are specifically designed for m integrating with external systems, allowing efficient data cross-referencing and deduplication. du Using a custom External ID field ensures that the migrated records maintain a unique identifier that matches the original source, simplifying future synchronization and data management tasks. This am setup is especially useful when dealing with large volumes of data, as in the case of Cloud Kicks, which has migrated 70 million records. This method is preferable over a standard External ID, as it offers flexibility in defining the exact field and data type to meet Cloud Kicks' specific requirements. ex Reference: Salesforce documentation on External ID fields and data management strategies supports id the use of custom External ID fields for large-scale data integrations. al Question: 33.v w Northern Trail Outfitters launched Salesforce for its EMEA subsidiary 3 months ago and wants to gain w insight into usage. w Which option should a consultant recommend to meet this requirement? // s: A. Create and subscribe to a custom report of active users by role. tp B. Install the Salesforce Adoption Dashboard from AppExchange. ht C. Analyze the Setup Audit Trail to determine the number of logins per day. Answer: B Explanation: For organizations like Northern Trail Outfitters looking to gain insight into user adoption, the Salesforce Adoption Dashboard from the AppExchange provides a comprehensive and customizable solution. This dashboard offers key metrics, such as login frequency, feature usage, and data quality indicators, allowing stakeholders to monitor and analyze how users are interacting with Salesforce. https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 24/127 The dashboard offers visual insights into adoption trends and user behavior across different roles and regions, enabling administrators to identify areas where additional training or support might be needed. By tracking usage metrics, Northern Trail Outfitters can proactively address any challenges in user adoption and ensure that users are effectively leveraging Salesforce for their daily operations. Reference: Salesforce AppExchange offers various adoption dashboards that are pre-configured for tracking key metrics, making it easier for organizations to assess and enhance user engagement with the platform. Question: 34 om Universal Containers (UC) deployed Sales Cloud 3 months ago to the North American sales teams. One of the reasons UC selected Sales Cloud is its mobile support which provides flexibility for sales reps..c How should the consultant assure UC's management that Sales Cloud is being successfully adopted ps on mobile devices? m du A. Report on the opportunity records created on a mobile device. B. Download the Login History report and filter by device type. am C. Review the user profiles for mobile device permissions. ex Answer: B id al Explanation:.v To assess mobile adoption of Sales Cloud at Universal Containers, Salesforce administrators can use w the Login History report, filtering by device type to see which logins occurred via mobile devices. This report provides detailed insights into how often users are accessing Salesforce through mobile, w enabling management to gauge adoption specifically for mobile platforms. This method is efficient as w it leverages Salesforce’s built-in reporting capabilities, allowing for quick and clear analysis of user // engagement on mobile, which directly aligns with UC’s goals for flexibility and mobile accessibility. s: Using this report is recommended over tracking opportunity records created on mobile, as login history gives a broader view of usage patterns across various mobile devices and not just specific tp actions like record creation​ ht Question: 35 An executive at Cloud Kicks (CK) has asked its admin to create a diagram showing 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. What should the admin create to meet this requirement? A. Capability Model https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 25/127 B. Value Stream Map C. Detail Process Mapping Answer: A Explanation: An executive at Cloud Kicks (CK) has requested a diagram that shows the high-level processes within the business to illustrate the context of a new process within the overall business framework. To meet this requirement, the admin should create a Capability Model. om Key Points: Capability Model Definition: A Capability Model is a high-level visual representation of an organization's abilities (capabilities) required to achieve its business objectives. It outlines what the.c organization does, without delving into how it does it. ps Contextual Overview: By focusing on the capabilities, the model provides a strategic view that shows how various processes and functions interrelate within the business, making it ideal for showing the m context of a new process within the overall business. du High-Level Visualization: Since the executive is interested in high-level processes, a Capability Model avoids unnecessary details and complexity, providing clarity and focus. am Alignment with Business Strategy: Capability Models help in aligning processes and systems with the business strategy, which is essential when introducing new processes. Why Other Options Are Less Suitable: ex B. Value Stream Map: A Value Stream Map is used in lean methodologies to analyze and design the id flow of materials and information required to bring a product or service to a consumer. It's more detailed and focuses on process improvement, not on providing a high-level business context. al C. Detail Process Mapping: This involves creating detailed step-by-step diagrams of processes. While.v useful for understanding specific workflows, it is too granular for the executive's request for a high- level diagram. w Salesforce Sales Cloud Reference: w Business Process Mapping: While Salesforce does not provide direct tools for Capability Modeling, it w emphasizes the importance of understanding business processes and capabilities during implementation. Refer to the Salesforce Business Process Mapping Guide for best practices. // Strategic Planning: Salesforce encourages organizations to align their Salesforce implementations s: with business capabilities and strategies to maximize value. tp By creating a Capability Model, the admin can provide CK's executive with a high-level diagram that effectively shows the context of the new process within the overall business operations. ht Question: 36 Cloud Kicks uses an external Enterprise Resource Planning (ERP) application to process its orders. The ERP application needs to receive data about opportunities when the opportunity closes. Which solution should the consultant recommend? A. External Relationship with custom object B. Salesforce Connect https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 26/127 C. Outbound Message with record-triggered flow Answer: C Explanation: To integrate Salesforce with an external ERP application for sending opportunity data when it closes, an Outbound Message triggered by a flow is an efficient solution. This approach allows Salesforce to automatically send data to the ERP system when certain criteria are met, such as when an Opportunity reaches a "Closed-Won" stage. Using an Outbound Message provides a secure and real- om time way to push data out of Salesforce to external systems, minimizing the need for manual data entry and reducing latency. Salesforce Connect is useful for real-time integration with external databases for read/write operations but is more suited for ongoing data synchronization rather than.c event-driven updates​ ps Question: 37 m du Cloud Kicks needs to implement a group of campaigns that are related to a specific marketing am initiative to report on success. What should a consultant recommend to meet the requirement? ex id A. Create a custom Campaign Purpose field. B. Use the existing Parent Campaign field. al C. Create a custom Campaign Group object..v w Answer: B w // w Explanation: s: Cloud Kicks needs to group campaigns related to a specific marketing initiative to report on their tp collective success. The consultant should recommend using the existing Parent Campaign field to create a campaign hierarchy. ht Key Points: Campaign Hierarchies: Salesforce allows users to relate campaigns using the Parent Campaign field, forming a hierarchy. This hierarchy can be up to five levels deep and include an unlimited number of sibling campaigns. Grouping Campaigns: By designating a Parent Campaign (e.g., the marketing initiative), all related campaigns (child campaigns) can be linked under it. Reporting Benefits: Salesforce provides roll-up summary fields for campaign hierarchies, such as Total Responses, Total Opportunities, and Total Won Opportunities. This enables reporting on the collective performance of all campaigns within the hierarchy. Ease of Implementation: Using the existing Parent Campaign field requires no additional customization and leverages standard Salesforce functionality. https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 27/127 Why Other Options Are Less Suitable: A. Create a custom Campaign Purpose field: While adding a custom field might help categorize campaigns, it does not provide hierarchical relationships or roll-up reporting. C. Create a custom Campaign Group object: This would require custom development and could complicate the reporting process, whereas standard functionality already exists to meet the requirement. Salesforce Sales Cloud Reference: Campaign Hierarchies Overview: Salesforce Help - Set Up a Campaign Hierarchy Reporting on Campaign Hierarchies: Salesforce Help - Campaign Reports Benefits of Using Parent Campaign Field: Using the Parent Campaign field simplifies the organization of campaigns and enhances reporting capabilities without additional customization. By utilizing the existing Parent Campaign field, Cloud Kicks can effectively group related campaigns om under a marketing initiative and report on their collective success..c Question: 38 ps m During the last requirements meeting, Cloud Kicks team members said they will be attending a du conference next week. What should a consultant do in response to this news? am A. Use the downtime to develop User Acceptance Testing (UAT) scripts. ex B. Update the project plan and communicate it to stakeholders. id C. Ask the client to sign off on requirements and start the Build phase. al.v Answer: B w w Explanation: w When there is an anticipated downtime, such as team members attending a conference, the best // practice is to update the project plan accordingly and communicate these changes to all s: stakeholders. This ensures that everyone remains informed of any schedule adjustments and can anticipate potential impacts on timelines or deliverables. Properly managing and communicating tp schedule adjustments maintains transparency, keeps stakeholders aligned, and allows for efficient ht reallocation of resources during the downtime. This is a key aspect of effective project management in Salesforce projects, where timely updates are essential to maintaining project momentum and stakeholder trust. Question: 39 Cloud Kicks (CK) recently completed the first phase of its Sales Cloud implementation. In the next phase, one factor that consultants are considering is whether any of CK's 500 sales agents are using a mobile device or a browser to access Salesforce. What should the consultants do to efficiently analyze how users are logging in to Salesforce? https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 28/127 A. Create a custom report on the User object. B. Review the login history on the user record. C. Create a User report and filter by Login Subtype. Answer: C Explanation: om To efficiently analyze login patterns of Cloud Kicks' sales agents, consultants can create a User report and filter by Login Subtype. This filter provides details on the specific method of login, such as mobile or browser, enabling a quick and precise understanding of how agents are accessing Salesforce. This.c approach allows for easy tracking and analysis without the need to review individual user records ps manually, streamlining the assessment of login behaviors across a large user base like CK's 500 sales agents. m du Question: 40 am Cloud Kicks wants to streamline the approval process and give sales managers more efficient ways to ex approve opportunities in a timely manner. Which strategy should the consultant recommend to improve Approval Processes? id al A. Allow managers to approve or reject requests via an email..v B. Configure Einstein Opportunity Insights to approve requests. w C. Add a dashboard of pending approvals to the Chatter feed. w w Answer: A // s: tp Explanation: For Cloud Kicks to streamline the approval process, enabling email-based approvals is an effective ht strategy. Salesforce provides the ability for managers to receive approval requests via email, which can then be approved or rejected directly from their email client. This reduces the need for managers to log into Salesforce each time, facilitating quicker and more efficient approvals. This approach is straightforward to implement and significantly enhances the user experience, particularly for managers who are often mobile or handling approvals on the go. Question: 41 How can a consultant determine which capabilities of a Sales Cloud implementation are required during the Discovery phase? https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 29/127 A. Demo Sales Cloud to end users. B. Establish KPIs for end users. C. Observe end users. Answer: C Explanation: om During the Discovery phase, observing end users in their natural work environment provides invaluable insights into their workflows, pain points, and needs. This approach helps consultants understand the context in which users operate, informing more tailored recommendations and.c configurations for the Sales Cloud implementation. Observing users can reveal specific requirements ps that might not surface through interviews alone, making it a foundational method for accurately determining the necessary capabilities for the implementation. m du Question: 42 am Cloud Kicks acquired a company. The VP of technology wants to migrate all the sales data into Sales ex Cloud. Which data migration sequence should the consultant recommend for the objects? id al A. Opportunities, Products, Product Line Items, Cases, Leads, Campaigns, Accounts, Contacts.v B. Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads, Campaigns w C. Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns w w Answer: B // s: tp Explanation: When migrating sales data, following the correct object sequence is crucial for maintaining data ht integrity and relationships. The recommended order starts with Accounts, then Contacts, as they form the foundational relationship structure in Salesforce. Opportunities and Products follow, with Product Line Items next to ensure that dependencies are met. Cases and Leads are typically imported after these foundational elements, followed by Campaigns to complete the migration. This sequence ensures that all data relationships are preserved, enabling a seamless integration of the acquired company’s data into the Sales Cloud environment. Question: 43 The consultant at Cloud Kicks has successfully implemented Einstein Lead Scoring. The VP of sales https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 30/127 wants to see the effectiveness of this new functionality. What should the consultant do to fulfill this request? A. Create a custom report type for Sales Cloud Einstein records. B. Add the Einstein prediction column to the forecast list view. C. Add a standard dashboard for Sales Cloud Einstein. Answer: C om Explanation: To demonstrate the effectiveness of Einstein Lead Scoring, using the standard dashboard for Sales.c Cloud Einstein is ideal. Salesforce provides pre-configured Einstein dashboards that visualize the ps impact of AI-driven insights, including lead scoring metrics. These dashboards present data such as lead conversion likelihood and lead score distributions, allowing the VP of Sales to monitor how well m the leads are being scored and prioritized by Einstein. This dashboard provides real-time insights du without requiring custom report types, making it a straightforward solution for tracking the effectiveness of this functionality within Sales Cloud​ am Question: 44 ex id A consultant is initiating a Sales Cloud project for Cloud Kicks. Which essential action should the consultant prioritize to ensure successful implementation and al adoption?.v w A. Design end user training plan. w B. Set project milestones and establish key performance indicators (KPIs). w C. Develop Quality Assurance (QA) testing scripts. // s: tp Answer: B ht Explanation: For successful Sales Cloud implementation and adoption, establishing clear project milestones and defining KPIs is crucial. These elements provide a structured framework for measuring progress and ensuring that the project aligns with business objectives. By setting measurable KPIs, the consultant can track essential metrics like user adoption rates, data quality, and process efficiency, which are critical for gauging success and making data-driven adjustments as needed. This approach ensures that the implementation stays on track and that any issues can be addressed proactively​ Question: 45 https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 31/127 Sales reps at Cloud Kicks are responsible for creating leads manually and uploading leads. The marketing department has noticed that some leads are missing important information. Which functionality should the consultant apply to ensure that the main fields are populated? A. Path with key fields B. Required fields C. Screen flows Answer: B om.c Explanation: ps To ensure that critical fields are populated when leads are created or uploaded, setting specific fields as required is the most effective approach. This ensures that sales reps must complete essential m information, such as contact details or lead source, before a lead can be saved. Required fields help du maintain data quality and completeness, reducing the likelihood of leads missing important information. This method is straightforward to implement and enforces data consistency across am records in the Sales Cloud​ Question: 46 ex id A consultant is addressing Cloud Kicks' performance measurement needs and overcoming challenges al within Sales Cloud..v Which approach should a consultant adopt? w w A. Collaborate closely with the customer to discern their specific performance measurement w requirements. // B. Implement standardized performance measurement practices to ensure consistency across Sales s: Cloud. C. Rely on general industry standards to determine performance measurement criteria and system tp architecture. ht Answer: A Explanation: When determining performance metrics for Sales Cloud, it is essential to collaborate with the customer to understand their specific requirements. This approach ensures that the performance metrics and reporting solutions are tailored to the customer’s business goals, providing more relevant and actionable insights. By engaging directly with Cloud Kicks, the consultant can develop a customized framework that addresses their unique challenges and objectives, rather than relying on https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 32/127 generic industry standards, which may not fully capture the nuances of their business Question: 47 Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with open Opportunities are missing Contacts. What should a consultant recommend to build this report? A. Reporting snapshot om B. Roll-up summary flied C. Cross filter.c ps Answer: C m du Explanation: To identify accounts with open opportunities that are missing contacts, using a cross filter in am Salesforce reports is the most effective approach. Cross filters allow for filtering records based on related objects, such as showing Accounts with open Opportunities that lack associated Contacts. ex This method provides a clear and actionable report that highlights data gaps directly relevant to Universal Containers' analysis needs, enabling them to address these gaps more efficiently​ id Question: 48 al.v w Universal Containers (UC) does business with a contact associated with a specific account with the w contact role of executive. The contact is also on the board of a nonprofit that has requested a charitable donation from UC. UC w wants to track the contact on both accounts. // What is the most efficient solution that the consultant should implement to meet the requirement? s: tp A. Create a new lookup field on the Contact record. ht B. Create a new Contact record related to the nonprofit account. C. Enable the Contact to Multiple Accounts feature. Answer: C Explanation: The most efficient way to track a single contact across multiple accounts, such as an executive associated with both a business and a nonprofit, is by enabling the Contact to Multiple Accounts feature. This functionality allows a contact to have a primary relationship with one account while https://www.validexamdumps.com/Sales-Cloud-Consultant.html Questions and Answers PDF 33/127 also maintaining indirect relationships with other accounts. For example, the contact could be directly related to their primary business account while also being connected to a nonprofit account as an indirect relationship. This avoids the need for duplicate records and ensures that interactions across all related accounts are tracked within a single contact record​ Question: 49 Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data. What is a justification for using AppExchange data services?