Sales Cloud Consultant Exam
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 objective
A custom object was created in Universal Containers such that only the system administrator
has create, read, edit and delete permissions. How can access be extended to the VP role
and some Standard Users?
a. Permission Set for VP and Standard User
b. Add CRED to VP and Standard User profile
c. Create a custom profile and add VP and Standard User
d. Give "modify all" to both VP and Standard User - correct answer-a. Permission Set for VP
and Standard User
A customer has a requirement to keep the customer id synchronized real time in the existing
back- office (SAP R/3) system updated in Salesforce CRM.
Which options are viable considerations? (Choose three answers.)
A. Import wizard
B. Native connector to SAP R/3
C. Desktop connectors
D. Middleware connectors
E. Data validation rules
F. Developer toolkits - correct answer-B. Native connector to SAP R/3
D. Middleware connectors
F. Developer toolkits
A good Sales Team position to be in is to have lots of qualified leads converted to
opportunities. A bad position to be in is having dead leads converted to opportunities.
How can your client Sales Team recommend a way to indicate where the good and bad
leads are generated?
A. Using a Lead Score
B. Use the Campaign Influence relationship
C. Wait for the Pipeline Report
D. Watch the Forecast Dashboard
,E. Using a Lead Conversion Rate - correct answer-A. Using a Lead Score
A Guide to Sharing Architecture - Customer Implementation Scenarios - correct answer-A
Guide to Sharing Architecture - Customer Implementation Scenarios
A manager wants a report that shows the following:
1. All Accounts with Opportunities having a Closed-Won status.
2. All Accounts having Closed Cases status.
What can you do as a system administrator to meet this requirement?
a. Create a joined report
b. Create a custom report type
c. Create a Standard report type with crossfilter
d. Analytic Snapshots - correct answer-a. Create a joined report
"A joined report can contain data from multiple standard or custom report types. You can add
report types to a joined report if they have relationships with the same object or objects."
A prospective customer completed a Web-to-lead form on your corporate Web site. Upon
follow up with a sales representative, the customer indicated he intends to buy your product.
In the Salesforce CRM application, what is the process for moving a prospect to a customer?
A. Prospect validation
B. Account setup
C. Lead conversion
D. Contact management - correct answer-C. Lead conversion
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 is creating a content delivery for a high-profile prospect that contains
sensitive information in the form of a pricing quote with terms and discount. What should the
sales rep do before sending the content delivery URL to the prospect? (Choose 3)
a. Preview the URL to ensure that the formatting in the original file displays properly in the
online version.
b. Send a preview email of the content delivery to ensure the link works correctly.
c. Create a workspace for the content delivery and add the prospect as a library member.
d. Set an expiration date for the content delivery.
,e. Require a password on the content delivery before it can be viewed. - correct answer-a.
Preview the URL to ensure that the formatting in the original file displays properly in the
online version.
d. Set an expiration date for the content delivery.
e. Require a password on the content delivery before it can be viewed.
A sales rep at UC is working on an opportunity and has created several quotes. A sales
team member is unsure of which quote is active for the sales rep. How can the sales team
member identify the appropriate quote? (Choose two)
a. Review the last modified date on the quotes
b. Review the last modified date on the opportunity
c. Look for the Syncing checkbox on the quote related list
d. Look for the Synced Quote field on the opportunity record - correct answer-c. Look for the
Syncing checkbox on the quote related list
d. Look for the Synced Quote field on the opportunity record
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.
A sales rep can create a quote from:
A. An Account and its Opportunities
B. An Opportunity and its Products
C. A product and its Price Book
D. A Contact and its Assets - correct answer-B. An Opportunity and its Products
A sales rep manages the UC account, which has two subsidiaries: Universal Storage, and
Universal Movers. Both of the subsidiary accounts are owned by other sales reps outside of
his territory and the organization-wide default for accounts is private. The sales rep needs to
report on all of the sales-related activities for all of the accounts in the hierarchy. What would
a consultant recommend to grant the sales rep visibility to the sales-related activities for the
account hierarchy?
a. Create a sharing rule to grant access to the subsidiary accounts for the sales
representatives.
b. Add the sales representatives to the account team for the subsidiary accounts.
c. Add the sales representatives to the sales team for the subsidiary accounts.
d. Set the sales representative as the designated approver for the account hierarchy. -
correct answer-b. Add the sales representatives to the account team for the subsidiary
accounts.
, A The sales manager at Universal Containers wants to see all opportunities that do not have
any activities.
Which report type could be used to meet this requirement? Choose two answers.
A. A custom report type with Opportunity as the primary object and Activity as the secondary
object
B. An opportunity report with a cross-object filter of opportunities without activities
C. A joined report using an opportunity report in Block A; a task and event report filtered by
tasks for Block B
D. A standard opportunity filtered by the field Last Activity and a custom date range that is
blank - correct answer-B. An opportunity report with a cross-object filter of opportunities
without activities
D. A standard opportunity filtered by the field Last Activity and a custom date range that is
blank
Align Sales & Marketing - correct answer-Align Sales & Marketing
Allison Wheeler is a forecast manager with the "Override Forecasts" permission. Based on
the forecast hierarchy diagram whose forecast can she adjust?
A. Herself
B. Kathy Cooper
C. US Sales Reps
D. Kathy Cooper and US Sales Reps
VP Global Sales
Allison Wheeler
¦
US Sales Director
Kathy Cooper
¦
US Sales Reps
Linda Appleton
Anna Bressan
Kristin Carl - correct answer-B. Kathy Cooper
Are opportunities transferred to different users when
account assignment rules are run? - correct answer-When account assignment rules cause
an opportunity to be reassigned to a territory to which you already belong, you
automatically become the owner of that opportunity when you meet any of the following
criteria:
• You are the only member of the territory.
• You are the only forecast manager in the territory.
• You are the only territory member enabled for forecasting.
If none of these criteria are met, the original opportunity owner is added to the territory as an
inactive member
Are the territory hierarchy and the role hierarchy different? - correct answer-Yes
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 objective
A custom object was created in Universal Containers such that only the system administrator
has create, read, edit and delete permissions. How can access be extended to the VP role
and some Standard Users?
a. Permission Set for VP and Standard User
b. Add CRED to VP and Standard User profile
c. Create a custom profile and add VP and Standard User
d. Give "modify all" to both VP and Standard User - correct answer-a. Permission Set for VP
and Standard User
A customer has a requirement to keep the customer id synchronized real time in the existing
back- office (SAP R/3) system updated in Salesforce CRM.
Which options are viable considerations? (Choose three answers.)
A. Import wizard
B. Native connector to SAP R/3
C. Desktop connectors
D. Middleware connectors
E. Data validation rules
F. Developer toolkits - correct answer-B. Native connector to SAP R/3
D. Middleware connectors
F. Developer toolkits
A good Sales Team position to be in is to have lots of qualified leads converted to
opportunities. A bad position to be in is having dead leads converted to opportunities.
How can your client Sales Team recommend a way to indicate where the good and bad
leads are generated?
A. Using a Lead Score
B. Use the Campaign Influence relationship
C. Wait for the Pipeline Report
D. Watch the Forecast Dashboard
,E. Using a Lead Conversion Rate - correct answer-A. Using a Lead Score
A Guide to Sharing Architecture - Customer Implementation Scenarios - correct answer-A
Guide to Sharing Architecture - Customer Implementation Scenarios
A manager wants a report that shows the following:
1. All Accounts with Opportunities having a Closed-Won status.
2. All Accounts having Closed Cases status.
What can you do as a system administrator to meet this requirement?
a. Create a joined report
b. Create a custom report type
c. Create a Standard report type with crossfilter
d. Analytic Snapshots - correct answer-a. Create a joined report
"A joined report can contain data from multiple standard or custom report types. You can add
report types to a joined report if they have relationships with the same object or objects."
A prospective customer completed a Web-to-lead form on your corporate Web site. Upon
follow up with a sales representative, the customer indicated he intends to buy your product.
In the Salesforce CRM application, what is the process for moving a prospect to a customer?
A. Prospect validation
B. Account setup
C. Lead conversion
D. Contact management - correct answer-C. Lead conversion
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 is creating a content delivery for a high-profile prospect that contains
sensitive information in the form of a pricing quote with terms and discount. What should the
sales rep do before sending the content delivery URL to the prospect? (Choose 3)
a. Preview the URL to ensure that the formatting in the original file displays properly in the
online version.
b. Send a preview email of the content delivery to ensure the link works correctly.
c. Create a workspace for the content delivery and add the prospect as a library member.
d. Set an expiration date for the content delivery.
,e. Require a password on the content delivery before it can be viewed. - correct answer-a.
Preview the URL to ensure that the formatting in the original file displays properly in the
online version.
d. Set an expiration date for the content delivery.
e. Require a password on the content delivery before it can be viewed.
A sales rep at UC is working on an opportunity and has created several quotes. A sales
team member is unsure of which quote is active for the sales rep. How can the sales team
member identify the appropriate quote? (Choose two)
a. Review the last modified date on the quotes
b. Review the last modified date on the opportunity
c. Look for the Syncing checkbox on the quote related list
d. Look for the Synced Quote field on the opportunity record - correct answer-c. Look for the
Syncing checkbox on the quote related list
d. Look for the Synced Quote field on the opportunity record
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.
A sales rep can create a quote from:
A. An Account and its Opportunities
B. An Opportunity and its Products
C. A product and its Price Book
D. A Contact and its Assets - correct answer-B. An Opportunity and its Products
A sales rep manages the UC account, which has two subsidiaries: Universal Storage, and
Universal Movers. Both of the subsidiary accounts are owned by other sales reps outside of
his territory and the organization-wide default for accounts is private. The sales rep needs to
report on all of the sales-related activities for all of the accounts in the hierarchy. What would
a consultant recommend to grant the sales rep visibility to the sales-related activities for the
account hierarchy?
a. Create a sharing rule to grant access to the subsidiary accounts for the sales
representatives.
b. Add the sales representatives to the account team for the subsidiary accounts.
c. Add the sales representatives to the sales team for the subsidiary accounts.
d. Set the sales representative as the designated approver for the account hierarchy. -
correct answer-b. Add the sales representatives to the account team for the subsidiary
accounts.
, A The sales manager at Universal Containers wants to see all opportunities that do not have
any activities.
Which report type could be used to meet this requirement? Choose two answers.
A. A custom report type with Opportunity as the primary object and Activity as the secondary
object
B. An opportunity report with a cross-object filter of opportunities without activities
C. A joined report using an opportunity report in Block A; a task and event report filtered by
tasks for Block B
D. A standard opportunity filtered by the field Last Activity and a custom date range that is
blank - correct answer-B. An opportunity report with a cross-object filter of opportunities
without activities
D. A standard opportunity filtered by the field Last Activity and a custom date range that is
blank
Align Sales & Marketing - correct answer-Align Sales & Marketing
Allison Wheeler is a forecast manager with the "Override Forecasts" permission. Based on
the forecast hierarchy diagram whose forecast can she adjust?
A. Herself
B. Kathy Cooper
C. US Sales Reps
D. Kathy Cooper and US Sales Reps
VP Global Sales
Allison Wheeler
¦
US Sales Director
Kathy Cooper
¦
US Sales Reps
Linda Appleton
Anna Bressan
Kristin Carl - correct answer-B. Kathy Cooper
Are opportunities transferred to different users when
account assignment rules are run? - correct answer-When account assignment rules cause
an opportunity to be reassigned to a territory to which you already belong, you
automatically become the owner of that opportunity when you meet any of the following
criteria:
• You are the only member of the territory.
• You are the only forecast manager in the territory.
• You are the only territory member enabled for forecasting.
If none of these criteria are met, the original opportunity owner is added to the territory as an
inactive member
Are the territory hierarchy and the role hierarchy different? - correct answer-Yes
