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Question: 1
Cloud Kicks has enabled multi-Currency in its organization. All the rates are set. What will happen if the exchange rates are adjusted?
A. All newly closed opportunities will use the new conversion rate.
B. Opportunities created this month will use the new conversion rate and old opportunities will remain the same.
C. New opportunities will use the new conversion rate and old opportunities will remain the same.
D. All opportunities with conversion rates will use the new rate.
Answer: C
Question: 2
Universal Containers (UC) recently implemented new Sales Cloud solutions. UC stakeholders believe that user adoption is best measured by the login rate.
Which two additional key metrics should the consultant recommend?Choose 2 answers
A. Login lockouts
B. Activities logged
C. License assignments
D. Data quality score
Answer: B, D
Question: 3
Cloud Kicks wants to send a notification to sales reps when their opportunities remain open past the close date.
Which two solutions should the consultant recommend to meet the requirement?
Choose 2 answers
A. Add sales reps to the Opportunity Team.
B. Instruct sales reps to follow their opportunities.
C. Enable Einstein Opportunity Insights.
D. Use Flow with a scheduled action and an email alert.
Answer: C, D
Question: 4
Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. The leadership team at CK wants to improve the rate of user adoption, What should the consultant recommend?
A. Add an Approvals process to the Opportunity object to enforce data standards.
B. Conduct a requirements workshop to gather user stories.
C. Create a report to track the login rate over the last 7 days.
D. Create a Slack channel to gather and discuss feedback from users.
Answer: C
Question: 5
Norther Trail Outfitters wants to migrate its Territory Management to a new structure for the upcoming fiscal year,
What are two aspects a consultant should consider for this migration? Choose 2 answers
A. Access to a territory model is controlled through profiles or permission sets.
B. Territories can inherit assignment rules from other territories higher in the model.
C. Only one territory model can be active at any given time.
D. Territory user assignments are migrated to the new model.
Answer: A, C
Question: 6
During the Discovery phase of a project, which three steps should a consultant complete to prepare for a successful engagement? Choose 3 answers
A. Create implementation plan.
B. Establish project goals.
C. Define sales processes.
D. Define success metrics.
E. Set project milestones.
Answer: A, D, E
Question: 7
Cloud Kicks (CK) frequently has multiple sales reps who collaborate on an opportunity. CK needs Salesforce to allocate credit to each sales rep to track against a sales quota.
Which Salesforce feature should the consultant use to meet this requirement?
A. Opportunity Splits
B. Sales Analytics
C. Custom Metadata
D. Collaborative Forecasting
Answer: A
Question: 8
Sales reps at Cloud Kicks (CK) often receive important customer emails they want to record as
activities related to contacts in Salesforce. CK has Office 365, as well as a policy that prevents users from installing anything directly on their computers. Which solution should a consultant recommend meeting this requirement?
A. Salesforce for Outlook
B. Salesforce Console for Sales
C. Einstein Activity Capture
D. Lightning Console for Sales
Answer: C
Question: 9
The Cloud Kicks sales team needs to utilize the Salesforce mobile app feature to view, create, or update opportunities, but the internet is unavailable on their Android and iOS mobile devices. Which two actions should the consultant recommend working around the issue? Choose 2 answers
A. Enable the connect offline feature in Salesforce.
B. Enable the system permission to store offline data in Salesforce.
C. Enable caching in Salesforce.
D. Enable offline create, edit, and delete in Salesforce.
Answer: C, D
Question: 10
After completing a successful Sales Cloud rollout to a new business unit at Universal Containers,
sales forecasting within Salesforce is inaccurate. Upon closer inspection, some opportunities appear in the incorrect forecast category.
How should a consultant troubleshoot this issue efficiently?
A. Write a conditional validation rule on the Forecast Category field.
B. Make the Forecast Category a required field on relevant Opportunity page layouts.
C. Create a report to determine the number of opportunities in each forecast category.
D. Verify the Stage to Forecast Category Mappings on the Opportunity object
Answer: D
Question: 11
Cloud Kicks (CK) has a private Opportunity sharing model and leverages Opportunity teams to extend sharing. Occasionally, a team member’s access needs to be removed due to changes in sales structure.
How can CK revoke Opportunity team access on an ad-hoc basis?
A. REVISE
B. REVISEC. Remove the user’s Opportunity team member.
C. Remove the Opportunity team related list from page layouts.
Answer: C
Question: 12
Cloud Kicks wants to know how many closed won Opportunities a Campaign has generated over the
last 30 days. Which two steps should the consultant take to meet this requirement using standard functionality? Choose 2 answers
A. Add child Campaigns of the primary Campaign source automatically.
B. Add criteria to the auto-association settings to limit the matches to the past 30 days.
C. Define rules for Campaigns to add Opportunities and then lock after 30 days.
D. Ask the admin to enable Customizable Campaign Influence.
Answer: B, D
Question: 13
The sales director at Universal Containers wants to ensure that a custom field on the Lead object is excluded from Einstein Lead Scoring
How should the consultant meet the requirement?
A. Exclude the custom field from all page layouts.
B. Omit the custom field from the scoring model.
C. Clear the custom field’s values on all records.
D. Make the custom field Read-Only on all profiles.
Answer: B
Question: 14
Cloud Kicks just deployed Sales Cloud globally and wants to make sure that all of its users are using Salesforce. How should the consultant determine if all regions are using Salesforce?
A. Assign all users to a region, build a report using user login history, and filter on region.
B. Create an Opportunity report per region, filtering by User.
C. Ask each regional sales manager to run the standard User Adoption report.
D. Install Salesforce Adoption Dashboards from the AppExchange and use the region chart.
Answer: D
Question: 15
The Cloud Kicks (CK) IT team wants to enable Person Accounts in its Salesforce org.
Which three prerequisites must be met before the consultant can enable Person Accounts? Choose 3 answers
A. User Profiles with Read access to Accounts must also have Read access to Contacts.
B. At least one Record Type should be created for Accounts.
C. The CK customer portal must be disabled to allow Person Account self-registration in the future.
D. The organization-wide default sharing is set so either Contact is Controlled by Parent or both Account and Contact are Private.
E. The organization-wide default for both Accounts and Contacts should be set to Public Read/Write.
Answer: A, D
Question: 16
Access to opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.
What are two actions a consultant can take to meet the requirement? Choose 2 answers
A. Set Territory Management to grant Read access to opportunities owned by others.
B. Set opportunity access on the role to view all opportunities associated with their accounts.
C. Set organization-wide defaults for opportunities to Private.
D. Set organization-wide defaults for opportunities to Public Read-Only.
Answer: B,C
Question: 17
Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stage reports often lack key information that sales managers expect at each stage because sales reps have yet to enter the data.
What should the consultant recommend so opportunity stage reports always contain the data managers expect?
A. Create an Auto launched flow to determine if required fields are missing.
B. Mark the fields as required on the Page layout.
C. Customize Path and create validation rules dependent on stages.
D. Configure Path by checking the Key Field Required checkbox.
Answer: C
Question: 18
An executive at Cloud Kicks (CK) has asked its admin to create a diagram to show the high-level
process areas within the business. CK plans to use the diagram to show the context of a new area of the business within the overall business. What should the admin create to meet this requirement?
A. Suppliers, Imports, Processes, Outputs, Customers (SIPOC) Diagram
B. Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram
C. Value Stream Map
D. Capability Model
Answer: A
Question: 19
Cloud Kicks’ global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. What are two use cases for enabling Advanced Currency Management that will allow the company to generate accurate reporting directly in Salesforce? Choose 2 answers
A. Adjust currency conversion dynamically based on a given date range.
B. Adjust currency rates on a set schedule.
C. Show deal value in a user’s default currency.
D. Implement org-wide reporting that displays deal values appropriately.
Answer: A, B
Question: 20
Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly instalments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast easily.
What should the consultant recommend meeting the requirement?
A. Use Revenue Schedules to capture instalment payment plan details for each Product.
B. Create a Process Builder to create an Order for each instalment payment.
C. Add a custom field to the Quotes object to capture the number of instalments.
D. Set the default quantities to 12, 24, and 36 in a new Price Book for instalment sales.
Answer: A
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