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Salesforce CRT-251 Salesforce Certified Sales Cloud Consultant (SP23) Exam Practice Test

Demo: 29 questions
Total 231 questions

Salesforce Certified Sales Cloud Consultant (SP23) Questions and Answers

Question 1

At Universal Containers, in addition to the sales team, support reps are sometimes eligible for commissions. When support reps are involved in a deal, they should receive a credit of 15% of the revenue.

What should the consultant consider when designing a revenue sharing solution?

Options:

A.

Revenue splits are required in order to use overlay splits.

B.

Overlay splits Allocated on art Opportunity can total any percentage.

C.

Overlay splits can be assigned to any user with the appropriate profile.

D.

Revenue splits allocated on an Opportunity can total any percentage.

Question 2

Northern Trail Outfitters (NTO) has completed its annual planning and wants to

update the territory assignments for all sales reps in its enterprise. NTO understands this can impact the current year closing due by the end of the quarter. The IT team is also planning a release of the new incentive management package that will be used by sales reps.

Which two considerations should the consultant consider when deciding on the timing of the release?

Choose 2 answers

Options:

A.

Testing changes to Territory Management and the incentive management package should be completed in a Full Sandbox before releasing to Production.

B.

Changes to Territory Management need to be made in Production directly and can be completed without impacting users.

C.

Installing a new incentive management package along with Territory Management changes may add high risk to the deployment.

D.

Combining the Territory Management changes, and the incentive management package allows for mi faster ramp-up time for users.

Question 3

Universal Containers is analyzing data to identify gaps and wants to know which Accounts with open Opportunities are missing Contacts.

Which feature should a consultant recommend building this report?

Options:

A.

Custom report type

B.

Joined report

C.

Custom filter

D.

Cross filter

Question 4

Cloud Kicks (CK) wants to implement sharing rules. Which three considerations

should the consultant explain to CK?

Choose 3 answers

Options:

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.

Question 5

Cloud Kicks has an integration between the data warehouse and Salesforce. The VP of operations wants to synchronize customer data between the systems.

What should the consultant recommend to ensure data integrity?

Options:

A.

Set up an External ID field on the Account object with Read only on the field security settings for all profiles except the admin profile.

Question 6

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?

Options:

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

Question 7

Cloud Kicks likes to have its supervisors coach the consultants based on the call transcripts.

Which Salesforce product should the consultant recommend?

Options:

A.

Salesforce Service Cloud

B.

Salesforce native CTI Connector

C.

Salesforce High Velocity Sales

D.

Salesforce Sales Cloud

Question 8

Cloud Kicks needs to implement a group of Campaigns that are related to a specific marketing initiative to report on success.

What should a consultant recommend to meet the requirement?

Options:

A.

Create a custom Campaign Purpose field.

B.

Create a custom Campaign Group object.

C.

Use the existing Parent Campaign field.

D.

Use a Marketing dashboard from the AppExchange.

Question 9

A sales manager at Cloud Kicks wants the sales team to stay informed about the team's progress in Quip. Which approach should a consultant recommend?

Options:

A.

Use Salesforce Chatter groups and enable access to the sales team.

B.

Utilize Salesforce Notes standalone related list in Lightning Experience.

C.

Connect a document or spreadsheet to a Slack channel.

D.

Use Salesforce Chatter groups and restrict access to the sales team.

Question 10

Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first dosed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer.

Which option should the consultant recommend to meet the requirement?

Options:

A.

Identify AppExchange products that can be deployed to update the ERP with opportunity, account, and contact information from Salesforce.

B.

Configure Outbound message to publish the opportunity wins and update the ERP with opportunity, account, and contact information from Salesforce.

C.

Implement Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly.

D.

Use enterprise ETL tools to extract closed/won opportunities from Salesforce and update the ERP with opportunity, account, and contact information from Salesforce.

Question 11

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

Options:

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.

Question 12

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?

Options:

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.

Question 13

The Cloud Kicks admin is planning to deploy new functionality as part of its quarterly update process. The consultant has recommended completing the update outside of business hours to avoid impacting users.

Where should the consultant direct the admin to check for scheduled system maintenance?

Options:

A.

Company Profile

B.

Trailblazer Community

C.

Trailhead

D.

Salesforce Trust

Question 14

A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering user cases for Sales Processes.

Which two groups should provide content for the use cases? Choose 2 answers

Options:

A.

Sales reps

B.

Executives

C.

Finance team

D.

Sales operations

Question 15

What are two capabilities of Data Loader? Choose 2 answers

Options:

A.

Extracts organization and configuration metadata

B.

Prevents importing duplicate records

C.

Exports field history data

D.

Runs one-time or scheduled data loads

Question 16

Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.

What are two justifications for using third-party data enrichment tools?

Choose 2 answers

Options:

A.

To survey customers to update their data

B.

To enhance prospect data signaling intent to purchase

C.

To find new prospects who match the selling segment

D.

To create customer segments with personas and scoring

Question 17

Cloud Kicks (CK) frequently works with contractors for marketing focus groups.

These contractors change companies often, and CK wants to retain its company history through

Accounts.

What should the consultant recommend?

Options:

Question 18

Cloud Kicks' (CK) high-value opportunities are delayed in the approval process because sales managers' approval requests go unnoticed for various reasons. CK wants to streamline the approval process and give sales managers more ways to approve opportunities in a timely manner.

Which two strategies should the consultant recommend to improve the approval process?

Choose 2 answers

Options:

A.

Enable approvals by email for the approval process for high-value opportunities.

B.

Allow managers to approve or reject requests via the Approval Requests tab.

C.

Build an automation to approve high-value opportunities.

D.

Create a dashboard of pending approvals and add it to the Chatter feed.

Question 19

Cloud Kicks has hired a consultant to help with its quoting process. The consultant

has determined that some quote custom fields should be viewed from the Opportunity.

What should a consultant consider when implementing the custom fields?

Options:

A.

Related Quote items on all Quotes are impacted when an Opportunity Line Item is deleted.

Question 20

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

Options:

A.

Login lockouts

B.

Activities logged

C.

License assignments

D.

Data quality score

Question 21

The admin at uBHMBon tamers has been getting complaints from sales reps about duplicate Leads … Salesforce. The admin has already set up a matching rule for Leads.

What should the consultant recommend to resolve the issue?

Options:

A.

Confirm the standard matching rule is inactivated.

B.

Change the criteria for the standard Lead matching rule.

C.

Change the criteria for the standard Contact matching rule.

D.

Confirm the custom matching rule is activated.

Question 22

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?

Options:

A.

Opportunity Splits

B.

Sales Analytics

C.

Custom Metadata

D.

Collaborative Forecasting

Question 23

Cloud Kicks requires its sales associates to record all customer interactions within Salesforce. Which sales metric can a sales manager at Cloud Kicks use to monitor and reinforce

its sales strategy?

Options:

A.

Close Rate

B.

Renewal Rate

C.

Forecast Accuracy

D.

Activity Tracking

Question 24

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

Options:

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.

Question 25

A consultant it 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?

Options:

A.

Set obtainable metrics, goals, and milestones for the deadline.

B.

Deploy the Salesforce mobile app to the team prior to the event.

C.

Reschedule the event to ensure functionality is complete.

D.

Implement additional features to make the team more productive-

Question 26

Cloud Kicks (CK) uses a sales model where pre defined groups of reps work collaboratively on Accounts. Each group is also responsible for specific Accounts. CK has organization wide default access set to Public Read/1 for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope responsibility. CK wants to allow reps to view any Account, but restrict editing to only reps who are responsible for those specific Accounts.

Which two steps should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?

Choose 2 answers

Options:

A.

Change Account organization-wide defaults to Private.

B.

Enable Account Teams to allow owners to grant Read/Write access.

C.

Create an Account sharing rule to grant Read/Write access to all Accounts.

D.

Change Account organization-wide defaults to Public/Read-Only.

Question 27

Cloud Kicks sales reps want to see all of their current opportunities, and the full details, with a minimal amount of navigation or dicks to cycle through them.

Which functionality should the consultant recommend?

Options:

A.

Construct a new Sales Console app including opportunities.

B.

Create a 'My Opportunities' report and open each opportunity in a new browser tab.

C.

Create a 'My Team Opportunities' report and open each opportunity in a new browser tab.

D.

From the 'My Opportunities' list view, select the Split View option.

Question 28

A consultant has successfully deployed Sales Cloud at Cloud Kicks.

What is the final step in completing an engagement?

Options:

A.

Measure adoption

B.

Perform testing

C.

Deploy solution

D.

Hand over documentation

Question 29

Cloud Kicks currently supports three business lines within a single Salesforce instance:

Running, Athleisure, and Celebrity Co-Branded. The VP of Atheisure controls a large budget

and is often able to re-prioritize business stories and ‘shadow projects’ into releases ahead of

other groups.

This topic comes up frequently and often details the monthly project management meeting,

which limits the amount of time available to cover other critical topics.

Which two strategies should the consultant recommend to address these issues?

Choose 2 answers

Options:

A.

Create a weekly All-Hands call, including business and technology resources, to review direction and priority of development.

B.

Divide the development team into three units/tracks to support each line of business independently.

Demo: 29 questions
Total 231 questions