Are you preparing for the Sales Cloud Consultant Practice Exam? We’re here to make your journey smoother with our free question series designed specifically for the Salesforce Sales Cloud Consultant Certification.
This practice series is packed with essential questions covering key topics like sales processes, opportunity management, forecasting, territory management, and CRM analytics. Each question is carefully crafted to align with the real exam format, giving you the confidence and clarity you need to succeed.
Whether you’re a seasoned Salesforce professional or just starting your certification journey, these practice questions will sharpen your knowledge and help you identify areas for improvement. Plus, they’re a great way to get familiar with the types of scenarios you’ll face in the real exam.
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Start your preparation today with our Sales Cloud Consultant Practice Exam question series and get one step closer to your certification goal.
Salesforce Sales Cloud Consultant Practice Exam Questions and Answers Part-3
Question: 1
Universal Containers wants to divide the revenue of the closed Opportunities between sales reps that worked on the deal. Additionally, on some deals, the sales reps work with technical sales managers and want a way to credit them for their support. How should the consultant meet this requirement?
A. Enable Opportunity Teams and ask Opportunity owners to add technical sales managers.
B. Use adjustments in Collaborative Forecasting to attribute Opportunity revenue to each technical sales manager
C. Enable Opportunity splits, revenue splits for sales reps, and overlay splits for technical sales managers.
D. Create 2 formula field on the Opportunity to track revenue attributed to technical sales managers.
Answer: D
Question: 2
A sales rep notices they can edit some opportunities associated with accounts they own, but is unable to edit other opportunities, although these are associated with accounts they own. Which three reasons could explain the sales rep’s experience? Choose 3 answers
A. Sharing Rules for opportunities are set to Manager Groups.
B. Opportunity visibility allows View access to opportunities owned by others and associated with accounts they own.
C. The organization-wide defaults for opportunities are set to Private.
D. All provisioned Opportunity object permissions enable Read access with all accounts the sales rep.
E. Some opportunities associated with the sales rep’s account are owned by other users.
Answer: B, C, E
Question: 3
Cloud Kicks likes to have its supervisors coach the consultants based on the call transcripts. Which Salesforce product should the consultant recommend?
A. Salesforce Service Cloud
B. Salesforce native CTI Connector
C. Salesforce High Velocity Sales
D. Salesforce Sales Cloud
Answer: C
Question: 4
Cloud Kicks’ (CK) VP of technology wants to start using Salesforce for all the sales
team’s automation. CK migrated 70 million records from a legacy database to the datawarehouse
that will be synced with Salesforce. CK wants to search and cross-reference records with the original source database. What should a consultant recommend meeting this requirement?
A. Use the standard External ID field and map this to the source record ID value.
B. Use a custom External ID field and map this to the source record ID value.
C. Use the standard External ID field and map this to the Salesforce record ID value.
D. Use a custom field named External ID and map this to the Salesforce record ID value.
Answer: B
Question: 5
A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering use cases for Sales Processes.
Which two groups should provide content for the use cases?
Choose 2 answers
A. Sales reps
B. Finance team
C. Sales operations
D. Executives
Answer: A, C
Question: 6
Cloud Kicks has a complicated sales process. Sales reps often have difficulty deciding when to move opportunities through various stages.
Which solution should the consultant recommend?
A. Use automation to send emails to sales reps with Guidance for Success
B. Configure a dashboard that shows opportunities that have remained in the same stage for 30 days
C. Activate Path and add up to five key fields and Guidance for Success
D. Advise sales reps to collaborate on Slack to move opportunities along the pipeline.
Answer: C
Question: 7
Cloud Kicks needs to set sales quotas for all sales reps.
Which three solutions should the consultant consider? Choose 3 answers
A. Use the Data Import Wizard.
B. Enable Forecast Quotas from Setup.
C. Use the API.
D. Assign Quota values by profile.
E. Use Data Loader.
Answer: C, D, E
Question: 8
The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org.
Which action should be taken to convert a lead into a Person Account?
A. Create an Individual Lead Record Type.
B. Populate the Company field with ‘Person.
C. Enable Contacts to Multiple Accounts.
D. Leave the Company field blank.
Answer: D
Question: 9
Each product engineer at Cloud Kicks supports 3 specific product lines. There are three product lines. Sales reps sell all the company’s product lines; Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their product line with Read-Only rights.
What are two actions the consultant can take to meet the requirement? Choose 2 answers
A. Manually assign a product-specific role to each product engineer.
B. Create criteria-based opportunity sharing rules for each product line.
C. Enable Default Opportunity Teams for the Opportunity.
D. Enable Default Account Teams for each product line.
Answer: A
Question: 10
Sales reps at Cloud Kicks are responsible for creating leads manually and entering relevant details.
The marketing department has noticed that some leads are missing important information. What are two functionalities the consultant should apply to ensure that key fields are populated?
Choose 2 answers
A. An assignment rules
B. A flow
C. A required field
D. A validation rules
Answer: CD
Question: 11
Cloud Kicks (CK) wants to implement sharing rules. Which three considerations should the consultant explain to CK? Choose 3 answers
A. CK can expand access beyond the organization-wide default levels with sharing rules.
B. Organization-wide defaults must be Public Read Only or Private to create sharing rules.
C. Sharing rules apply only to new records that meet the definition of the source data set.
D. When a sharing rule is deleted, the sharing access created by that rule must be manually removed.
E. When multiple sharing rules are assigned, the user is assigned the least restrictive access.
Answer: A, B, E
Question: 12
Universal Containers wants to set up Einstein Activity Capture for Microsoft to allow automatic syncing of sales reps” Person Accounts with Microsoft contacts and vice versa. Which consideration should the consultant be aware of?
A. Lightning Sync works in conjunction with Einstein Activity Capture.
B. Einstein Activity Capture is supported in the Salesforce Classic interface.
C. New Person Accounts should be created in Microsoft and synced to Salesforce.
D. New Person Accounts should be created in Salesforce and synced to Microsoft.
Answer: A
Question: 13
Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.
Which two recommendations should the consultant make? Choose 2 answers
A. Include the Forecast Manager field on the Territory page layout.
B. Include the Forecast Manager field on the Opportunity page layout.
C. Assign a forecast-enabled forecast manager to each territory.
D. Assign a role for each manager in the user role hierarchy.
Answer: C, D
Question: 14
Sometimes, sales reps need to create contacts without accounts based on business processes. What should the consultant take into consideration about these contacts?
A. Contacts without accounts need to be shared through sharing rules
B. Contacts without accounts are shared through the Role Hierarchy.
C. Contacts without accounts are private and only the owner and admin can view them.
D. Contacts without accounts need to be manually shared.
Answer: C
Question: 15
Cloud Kicks has decided to implement Sales Cloud Einstein. After setting up Sales Cloud Einstein, a consultant finds some of the features are not enabled.
What are two steps the consultant can take to troubleshoot the issue? Choose 2 answers
A. Check Sales Cloud Einstein permission set assignments.
B. Validate the Connected App Details.
C. Verify Integration User Profile Details
D. Reconfigure the Einstein Lead Scoring app.
Answer: B,C
Question: 16
A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that has a public sharing model for Accounts. Different sales reps own local Accounts that create a multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities and the revenue value for all Accounts in the hierarchy when viewing 2 Parent Account. Which recommendation meets this requirement?
A. Configure an after-save flow to update a custom field on the parent Account with the total value of opportunities from the child Accounts.
B. Create a Roll-Up Summary field on the parent Account with the total value of won Opportunities from the child Accounts
C. Create a workflow rule to update the custom field on the parent Account with the total value of won Opportunities from the child Accounts
D. Use the View Account Hierarchy option and include a custom Roll-Up Summary field with the total value of won Opportunities in the displayed columns.
Answer: A
Question: 17
The Cloud Kicks marketing team wants to view and report in Lightning on any opportunities created as a result of 2 Campaign. Which two choices should a consultant recommend meeting the requirement?
Choose 2 answers
A. Use Data Loader to export Opportunity and Campaign Influence and merge the results.
B. Enable Customizable Campaign Influence in Setup.
C. Add the Campaign Influence related list to the Opportunity page layouts.
D. Create a joined report between Opportunity and Campaign to show influence.
Answer: AC
Question: 18
The project is almost finished, and now it’s time to test the changes and updates that have been made before go-five. Cloud Kicks does not have a Partial or Full Sandbox. How should the consultant recommend testing be conducted?
A. Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases.
B. Create test Accounts and Opportunities in Production and ask volunteers to test it with use cases.
C. Create a new Developer Edition org, populate it with data, and ask volunteers to test it with use cases.
D. Create a new Sandbox and ask volunteers to test it with use cases.
Answer: A
Question: 19
Cloud Kicks wants to sell to both consumers and businesses. The consumer sales team and business sales team will use different Stages.
Which two Salesforce functions will allow the consultant to meet this requirement? Choose 2 answers
A. Sales Processes
B. Pipeline Inspection
C. Opportunity Splits
D. Record Types
Answer: A, D
Question: 20
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?
A. Use Tableau to geocode account addresses and display on a territory map.
B. Install the Territory Management Reporting Pack from the AppExchange.
C. Run the updated assignment rules in planning State and view the accounts on the territory detail page.
D. Use Data Loader to export the accounts and make updates in Google Sheets.
Answer: C
Must Visit Links:
- Salesforce Agentforce in Action: Top Use Cases and Benefits for Smarter Business
- Understanding Salesforce API Limits and Best Practices
- Salesforce Introduces Agentforce 2.0 | Transforming Business Operations with AI
- TrailblazerDX 2025: Unveiling the Future of AI Agents and Salesforce Development
- A Guide to Salesforce Reports and Dashboards for New Admins
- Are Salesforce Certifications Worth It for Beginners? Insights from Experts
Resources
- [Salesforce Developer] (https://developer.salesforce.com/)
- [Salesforce Success Community] (https://success.salesforce.com/)
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Mark Jacobes is a seasoned Salesforce expert, passionate about empowering businesses through innovative CRM solutions. With over 6 years of experience in the Salesforce ecosystem, Mark specializes in Salesforce development, integrations, and digital transformation strategies.
As the creator of SalesforceTrail.com, Mark has built a reputation for delivering insightful content that keeps readers ahead of the curve in Salesforce trends, tools, and best practices. His expertise spans various Salesforce platforms, including Sales Cloud, Service Cloud, and Health Cloud, and he stays actively engaged with the Salesforce Trailblazer Community.
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