Sales Cloud Consultant
A consultant is working on a Sales Cloud Implementation and the client indicates that the
implementation will only be successful if every sales user logs into SF 3 times a day. How
should the consultant proceed?
a. Finalize the requirements for a login report
b. Import an adoption dashboard from the AppExchange
c. Create a report to document the number of logins per sales user
d. Engage in a conversation about the underlying objective - correct answer-d. Engage in a
conversation about the underlying objectiv
A Regional Sales Managers' direct reports are frequently added as sales team members for
other sales reps opps. Which report view filter should be applied to a pipeline report to
display all of the opps for which the RSM's direct reports are involved?
a. My team's team-selling and their opps
b. My team-selling opps
c. My team-selling and my opps
d. My team's opps - correct answer-a. My team's team-selling and their opps
A sales rep at UC works with multiple contacts in various roles throughout a sales cycle. The
sales rep needs to track these individuals and the type of influence each has on the
respective deals. How can a consultant meet this requirement in Salesforce?
a. Add several Opportunity Lookup fields and Role picklist fields to the contact.
b. Add the Contact Roles related list to the opportunity page layout.
c. Add a new Junction object to connect contacts and opportunities.
d. Add several Contact Lookup fields and role picklist fields to the opportunity - correct
answer-b. Add the Contact Roles related list to the opportunity page layout.
Due to recent organizational changes, Universal Containers is considering territory
management in its existing SF Implementation. Which area of the application should be
evaluated before enabling territory management?
(Choose 2 answers)
a. Whether multi-currency is enabled
b. The sharing model for quotes and orders
c. Whether customizable forecasting is enabled
d. The sharing model for accounts and opps - correct answer-c. Whether customizable
forecasting is enabled
d. The sharing model for accounts and opps
How can you change the grouping of data in a report?
A. By offering higher incentives to sales reps
, B. By improving alignment with the marketing organization
C. By optimizing lead assignment and scoring
D. By avoiding the use of leads - correct answer-C. By optimizing lead assignment and
scoring
It is unclear how the money spent on marketing campaigns is helping UC grow its sales biz.
What is the best way for UC to capture a return on investment?
a. Count the # of leads generated from each campaign
b. Determine the # of activities created by sales related to a campaign
c. Determine the # of opps. generated by each campaign
d. Track the value of closed won opps generated by each campaign - correct answer-d.
Track the value of closed won opps generated by each campaign
Most common integrations in a marketing organization take place when...
A. Lead Generation
B. Lead Qualification
C. Revenue management (forecasting)
D. Campaign managment - correct answer-A. Lead Generation
Sales management at Universal Containers needs to provide channel partners with easy
access to approved product documentation. They also need to notify partners about the
material revisions and updates.
How can they achieve these goals in Salesforce?
A. Enable Content in the Partner Community and enable Content email alerts for partner
users.
B. Enable the Document tab in the Partner Community and enable email alerts for partner
users.
C. Add the Content related list to the partner contact page layout and enable content
delivery.
D. Add the Content related list to the partner account page layout and enable content
delivery. - correct answer-A. Enable Content in the Partner Community and enable Content
email alerts for partner users.
Sales reps must use the same system to manage calendars and to document meetings.
A. True
B. False - correct answer-B. False
Sales should evaluate lead quality and provide feedback to marketing?
A. True
B. False - correct answer-A. True
A consultant is working on a Sales Cloud Implementation and the client indicates that the
implementation will only be successful if every sales user logs into SF 3 times a day. How
should the consultant proceed?
a. Finalize the requirements for a login report
b. Import an adoption dashboard from the AppExchange
c. Create a report to document the number of logins per sales user
d. Engage in a conversation about the underlying objective - correct answer-d. Engage in a
conversation about the underlying objectiv
A Regional Sales Managers' direct reports are frequently added as sales team members for
other sales reps opps. Which report view filter should be applied to a pipeline report to
display all of the opps for which the RSM's direct reports are involved?
a. My team's team-selling and their opps
b. My team-selling opps
c. My team-selling and my opps
d. My team's opps - correct answer-a. My team's team-selling and their opps
A sales rep at UC works with multiple contacts in various roles throughout a sales cycle. The
sales rep needs to track these individuals and the type of influence each has on the
respective deals. How can a consultant meet this requirement in Salesforce?
a. Add several Opportunity Lookup fields and Role picklist fields to the contact.
b. Add the Contact Roles related list to the opportunity page layout.
c. Add a new Junction object to connect contacts and opportunities.
d. Add several Contact Lookup fields and role picklist fields to the opportunity - correct
answer-b. Add the Contact Roles related list to the opportunity page layout.
Due to recent organizational changes, Universal Containers is considering territory
management in its existing SF Implementation. Which area of the application should be
evaluated before enabling territory management?
(Choose 2 answers)
a. Whether multi-currency is enabled
b. The sharing model for quotes and orders
c. Whether customizable forecasting is enabled
d. The sharing model for accounts and opps - correct answer-c. Whether customizable
forecasting is enabled
d. The sharing model for accounts and opps
How can you change the grouping of data in a report?
A. By offering higher incentives to sales reps
, B. By improving alignment with the marketing organization
C. By optimizing lead assignment and scoring
D. By avoiding the use of leads - correct answer-C. By optimizing lead assignment and
scoring
It is unclear how the money spent on marketing campaigns is helping UC grow its sales biz.
What is the best way for UC to capture a return on investment?
a. Count the # of leads generated from each campaign
b. Determine the # of activities created by sales related to a campaign
c. Determine the # of opps. generated by each campaign
d. Track the value of closed won opps generated by each campaign - correct answer-d.
Track the value of closed won opps generated by each campaign
Most common integrations in a marketing organization take place when...
A. Lead Generation
B. Lead Qualification
C. Revenue management (forecasting)
D. Campaign managment - correct answer-A. Lead Generation
Sales management at Universal Containers needs to provide channel partners with easy
access to approved product documentation. They also need to notify partners about the
material revisions and updates.
How can they achieve these goals in Salesforce?
A. Enable Content in the Partner Community and enable Content email alerts for partner
users.
B. Enable the Document tab in the Partner Community and enable email alerts for partner
users.
C. Add the Content related list to the partner contact page layout and enable content
delivery.
D. Add the Content related list to the partner account page layout and enable content
delivery. - correct answer-A. Enable Content in the Partner Community and enable Content
email alerts for partner users.
Sales reps must use the same system to manage calendars and to document meetings.
A. True
B. False - correct answer-B. False
Sales should evaluate lead quality and provide feedback to marketing?
A. True
B. False - correct answer-A. True
