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Salesforce Sales-Cloud-Consultant Certified Salesforce Sales Cloud Consultant (SP22) Exam Practice Test

Certified Salesforce Sales Cloud Consultant (SP22) Questions and Answers

Question 1

After a successful implementation of Sales Cloud at Universal Containers, sales management wants to add a Negotiation stage immediately prior to the Closed stage.After adding the stage, a user reports that some Opportunities are missing from quarterly forecasts.

How should the consultant resolve this issue?

Options:

A.

Edit the Forecast Category field to reflect the proper category for the new stage.

B.

Create a new forecast and Include the new sales stage.

C.

Create a report to track Opportunities In the Negotiation stage.

D.

Use forecast adjustments to correct the forecast.

Question 2

The Cloud Kicks sales team can create leads for both businessand individual customers. Person accounts have been enabled in its Salesforce org.

How can the consultant ensure that Leads are converted into either a business account or a person account where appropriate?

Options:

A.

Populate the Company field with "Person’’,

B.

Leave the Company field blank.

C.

Create separate record types for business account leads and person account leads.

D.

Check the person account checkbox on the lead.

Question 3

Cloud Kicks needs to quickly look up Contacts, Accounts, and Opportunities and easily log calls. The team wants access to customer information while out of the office, and without an internet connection, because of limited coverage in certain geographic areas.

Which two steps should the consultant take to create a solution?

Choose 2 answers

Options:

A.

Enable caching and Offline Edit

B.

Enable Mobile SDK

C.

Enable Salesforce Inbox

D.

Salesforce mobile app

Question 4

The VP Of Sales at Cloud Kicks wants to give the sales team the power of the Salesforce Mobile app so that sales reps can do their tasks on the go. The sales team needs to create and edit Leads, Contacts, and Opportunities with ease. Which two features should the Consultant recommend for the sales team to use? Choose 2 answers

Options:

A.

Einstein activity capture

B.

Mobile Smart Actions

C.

Quick Actions

D.

Lightning Mobile Component

Question 5

The Cloud Kicks Sales Support team manually enters leads into Salesforce throughout the week. It was discovered that many of the leads already exist as Contacts in the system based on matching email address. This has resulted inhigh volume of unconverted leads. Which solution should be used to identify and block future duplicates from being created?

Options:

A.

Create a process builder and flow that emails the user of a potential duplicate Contact when a Lead is created.

B.

Build areport that groups leads by email address to identify and merge duplicates

C.

Use Dataloader to import the leads each week instead of entering leads individually.

D.

Activate the Standard Lead Duplicate Rule that matches on both Lead and Contact.

Question 6

What should a consultant recommend to show a dashboard with forecast by product family with quotas?

Options:

A.

Create an analytical snapshot to capture the opportunity forecast

B.

Build ajoined report with closed opportunities, forecasting items, and quotas

C.

Build a custom report with closed forecasting quotas with forecasting items

D.

Customize Quotas with product report and add necessary fields

Question 7

A consultant needs to migrate data in Sales cloud and is considering using Data Loader. What are two capabilities of the migration tool? Choose 2 answers

Options:

A.

Prevent importing duplicate records

B.

Run one-time or scheduledata loads

C.

Export filed history data

D.

Extract organization and configuration data

Question 8

Northern Trail Outfitters' partners need the new quoting functionality that was recently implemented for sales representatives. What should be recommended?

Options:

A.

Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.

B.

Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.

C.

Update the partner sales process to include stages for managing and submitting partner quotes.

D.

Enable quotes and content in the Partner Communities to allow partners to store their PDF quotes.

Question 9

Northern Trail Outfitters (NTO) wants controlled access forits users allowing them to see all accounts, but only make changes to the accounts they own and the contacts within those accounts. How should NTO set its default access for accounts and contacts

Options:

A.

Set accounts to public read-only and contacts to controlled by parents

B.

Set accounts to public read-only and contacts to private

C.

Set accounts to private and contacts to private

D.

Set accounts to private and contacts to controlled by parents

Question 10

Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. CK relationship wants to identify users who have yet to use the new application.

Which method should theconsultant recommend to determine these users?

Options:

A.

Run a report on Users Never Logged In.

B.

Log a case with Salesforce Support

C.

Use the Lightning Usage app.

D.

Run a Mobile Login report.

Question 11

What features of work.com can managers use to help sales representatives meet their quotas? Choose 2 answers

Options:

A.

Coaching plans to help the sales rep drive results

B.

Coaching feedback that automatically adjusts the goals

C.

Coaching feed visible to the entire sales teams

D.

Coaching dashboards to monitor progress

Question 12

Northern Trail Outfitters has Advanced Currency Management enabled and needs report that span time periods when the exchange rate was different. What is the converted amount based on this scenario?

Options:

A.

On exchange rates that use the most current entry

B.

On exchange rates entered in the opportunity

C.

On exchange rates that use the oldest entry

D.

On the historical exchange rate associated with the close date

Question 13

NorthernTrail Outfitters has its sales support team enter new prospecting leads for sales representatives. Which three actions should be implemented to enforce data quality and accuracy once the new lead has been qualified and the opportunity has been created totrack the deal? Choose 3 answers

Options:

A.

Enable the lead conversion permission

B.

Map custom fields to corresponding opportunity fields

C.

Enable validation rules on the opportunity

D.

Create an Apex trigger to perform data quality checks.

E.

Enablevalidation rules on the lead

Question 14

Northern Trail Outfitters (NTO) uses a custom object named Insight, which is the child in a master-detail relationship with the opportunity object. Sales teams use this object to create requests for analysts who conduct supporting research regarding an opportunity. Sales teams use Salesforce1 mobile app and want to easily create new insight records from their phones. What should a consultant recommend to meet this requirement?

Options:

A.

Create a custom object tab

B.

Create a publisher action

C.

Create a related list button

D.

Create a Visualforce page

Question 15

Sales management at Northern Trail Outfitters (NTO) would like to track the following information: • Number of open opportunities in the current quarter by sales representative • Number of closed opportunities in the last quarter by sales representatives What should a consultant recommend to meet these requirements?

Options:

A.

Create an analytic snapshot

B.

Create a dynamic dashboard

C.

Create a summary report with cross filters

D.

Create a joined report

Question 16

Sales reps at Universal Containers have found that Leads they has been purchasing contain outdated and missing contact information.

What should a consultant recommend to obtain current Lead contactinformation?

Options:

A.

Use a company insights and data enrichment app from the AppExchange.

B.

Use Mass Delete to remove Leads with invalid data.

C.

Upload Marketing Cloud data on a daily basis for more complete information.

D.

Create a Web-to-Lead form with required fields.

Question 17

Northern Trail Outfitters (NTO) has launched an initiative to increase the number of leads being qualified each week, the number of activities being created for each opportunity, and the opportunity win rate. The Vice President (VP) of Sales would like to receive a daily update on the progress being made towards these goals. What solution should a consultant recommend to accomplish this?

Options:

A.

Build three reports for the lead, activity, and opportunity information; add them to a dashboard to be emailed daily to the VP of Sales.

B.

Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.

C.

Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.

D.

Build three reports for the lead, activity, and opportunity information; have them automatically refreshed daily.

Question 18

Sometimes sales reps need to create Contacts without Accounts based on business processes.

What is a consideration forContacts that are created without Accounts?

Options:

A.

Contacts without Accounts are shared through the Role Hierarchy.

B.

Contacts without Accounts are private and only the owner and admin can view them.

C.

Contacts without Accounts need to be shared through Sharing Rules.

D.

Contacts without Accounts need to be manually shared.

Question 19

Sales representatives and partners of Northern Trail Outfitters (NTO) constantly complain about the poor quality of lead data. Leads are owned by the Vice President of Marketing, who has established a task force and a project to remedy the situation. Which approach should the task force consider to improve and maintain the quality of lead data? Choose 2 answers

Options:

A.

Use tools like the Lead Import wizard to identify and remove duplicates.

B.

Import thelead data using the Find Duplicates wizard on the lead object.

C.

Use Data.com to clean the existing lead data and new data going forward.

D.

Create a workflow notification when leads are created with poor Quality data.

Question 20

Northern Trail Outfitters (NTO) is a large insurance company with a customerbase that includes both individual consumers and businesses. The company has implemented Person Accounts in Salesforce. It has a custom object for policies that needs to relate to both Person Accounts and Business Accounts. What is the minimum configuration on the policy custom object needed to meet this requirement?

Options:

A.

Create a custom contact lookup field

B.

Create a contact lookup field and an account lookup field

C.

Create a master-detail account relationship

D.

Create a master-detail contact relationship

Question 21

A sales manager at universal Containers wants to give a sales operations user access to the team's forecast. The sales manager is the forecast manager. The sales operations user will need to report on the forecast.

How can the sales operations user get access to the forecast data for the sales manager's team?

Options:

A.

The consultant can enable the '"View All Forecasts" permission on the sales operations profile.

B.

The sales manager can temporarily assign the sales operations user as the manager of the forecast.

C.

The consultant can create a custom report type on the forecast and share it with the sates operations user.

D.

The sales manager can share the forecasts page with the sales operations user.

Question 22

A sales manager at Northern Trail Outfitters (NTO) needs to give the another manager access to an account as well as its four child accounts. NTO has account hierarchies with a private sharing model. How should the salesmanager enable access?

Options:

A.

Add the user manually to the parent account team and each of the child account teams.

B.

Add the user to the account team on the parent account; the child accounts will inherit access

C.

Add the user to a public group for thataccount and share all child accounts to this group.

D.

Add the user to each child account team; visibility will then roll up to the parent account.

Question 23

Northern Trail Outfitters (NTO) has a large sales department that is dispersed worldwide. Sales managers want greater visibility into the opportunities in progress with their respective teams and would liketo receive email notifications when key opportunity fields are changed (e.g., amount or sales stage). However, individuals would like to control the frequency of their email notifications. Which solution should a consultant recommend for this scenario?

Options:

A.

Configure the opportunity teams for opportunities so that only interested sales users are receiving notifications.

B.

Configure Chatter and its related notification settings to provide relevant updates to interested sales managers.

C.

Define a workflow rule and email task that is triggered when key fields are updated to new values.

D.

Configure the individual Salesforce for Outlook email settings to control notification frequency.

Question 24

Cloud Kicks (OC) sells Formal and Athletic footwear hoes. CK is using Product Families on Products to associate each product to its corresponding line. CK currently forecasts anExpected Revenue amount that combines all products together.

A consultant is assessing how CK can divide its forecasts by footwear line.

Which solution should the consultant recommend to improve CK's forecasts?

Options:

A.

Configure a new Forecast Type on Opportunity Product grouped by Product Family.

B.

Configure a new Forecast Type on Opportunity grouped by Product Family.

C.

Use Flow to populate custom Formal and Athletic currency totals, then forecast by these Fields.

D.

Make separate stages and sales processesfor each Product Family.

Question 25

Cloud Kicks is implementing Territory Management for its retail salesunit. The sales director is requesting a detailed roll-up forecast for territories.

Which two recommendations should the consultant make?

Choose 2 answers

Options:

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.

Question 26

Cloud Kicks has just deployed an of its configurations. The admin wants to build a separate process but uses most of the objects that were deployed.

What is the best practice a consultant should recommend to the admin?

Options:

A.

Build m a test release environment and test changes in Production.

B.

Build in a Developer Sandbox and test changes in Production.

C.

Build in a Developer Sandbox and test changes in a test release environment.

D.

Build m a testrelease environment and test changes in a test release environment.

Question 27

Universal Containers (UC) has established Sales Ops teams. As part of the sales process, Tasks are used to track all customer interactions. UC wants any available Sales Ops team member to handle these Tasks as soon as possible.

Which Salesforce functionality should the consultant recommend to meet the requirement?

Options:

A.

Create Opportunity Teams to manage Tasks.

B.

Leave the Task'sAssigned To held bank

C.

Use workflows to create a Task for each team member.

D.

Assign Tasks to a queue to share work efficiently.

Question 28

Cloud Kicks’ (CK) VP of technology wantsto 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?

Options:

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.

Question 29

Universal Containers is planning to migrate two million account records and 10 million

contact records from its existing legacy CRM application tosales cloud.

Which solution should the consultant recommend?

Options:

A.

Partner tool

Question 30

Universal Containers wants to set up Einstein Activity Capture for Microsoft to allow automatic syncing of sales reps" PersonAccounts with Microsoft contacts and vice versa.

Which consideration should the consultant be aware of?

Options:

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.

Question 31

The sales team at Cloud kicks Cloud has roughly 100 members. The sales director has requested that newly created reports be shared with the sales team.

How should the consultant efficiently share these reports?

Options:

A.

Create a report folder, add members in a specific profile, and share the Report folder.

B.

Create a report folder, add members in a specific Role, and share the Report folder.

C.

Create a report folder, add members to a Private Group, and share the Report folder.

D.

Create a report folder, add members in a specific Queue, and share the Report folder.

Question 32

Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points. Which three approaches should a consultant use to learn about and empathize with the customer?

Choose 3 answers

Options:

A.

Embodying

B.

Shadowing

C.

Interviewing

D.

Role Playing

E.

Leading Workshops

Question 33

Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks. Contracts are created from the Account page. Sales reps need to view allcontracts for the Account on the Opportunity record.

What should a consultant Implement to meet the requirement?

Options:

A.

Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable.

B.

Add the Contracts related list to each of the Opportunity page layouts used In the sales record types.

C.

use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.

D.

Create an object-specific action to create a Contract record fromthe Opportunity page layouts used by sales.

Question 34

Cloud Kicks has organization-wide defaults set to Private for Account.

With the rollout of Opportunity Teams, what should a consultant consider?

Options:

A.

The Opportunity will be implicitly Write for the team,

B.

Opportunity should be set to Public Read/Write first.

C.

Account should be set to Public Read first.

D.

The Opportunity's Account will be implicitlyRead for the team.

Question 35

Cloud Kicks is in the process of implementing Salesforce for its sales teams. Senior management has concerns about adoption.

What should a consultant recommend to encourage adoption?

Options:

A.

Establish goals and key metrics.

B.

Give users access to a Sandbox environment.

C.

Define the sales process.

D.

Plan a first release with minimum features

Question 36

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

Options:

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 enableRead access with all accounts the sales rep.

E.

Some opportunities associated with the sales rep's account are owned by other users.

Question 37

Universal Containers wants to allow its Salesforce users to view and update customer

billing information from the company’s invoicing system within a separate Salesforce org.

What should a consultant implementto meet this requirement?

Options:

A.

Salesforce Connect and External Objects

B.

My Domain and Single Sign-On

C.

Ce Nightly scheduled Batch Data jobs

D.

Workflow Rules and Outbound Messaging

Question 38

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 metricsshould the consultant recommend?

Choose 2 answers

Options:

A.

Login lockouts

B.

Activities logged

C.

License assignments

D.

Data quality score

Question 39

The VP of sales at Good Kicks wants to know the percentage ofopportunities in a certain stage that were eventually closed won.

Which two steps should a consultant take to create a solution?

Choose 2 answers

Options:

A.

Enable Feed Tracking.

B.

Create a roll-up summary formula.

C.

Update a custom field using automation.

D.

Create a report and dashboard.

Question 40

Northern Trail Outfitters finishedimplementing Sales Cloud for a mid market sales team. Sales management wants to track data trends and adoption.

What should the consultant recommend to measure core Sales Cloud record data?

Options:

A.

Adoption Dashboards Pack

B.

User Login Report

C.

SystemOverview Page

D.

Salesforce Optimizer

Question 41

Cloud Kicks needs to set sales quotas for all sales reps.

Which three solutions should the consultant consider?

Choose 3 answers

Options:

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.

Question 42

Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CX has implemented dated exchange rates by using Advanced Currency Management.

How is the converted currency amount calculation on Opportunities determined?

Options:

A.

The close date regardless of the opportunity stage

B.

The close date only when the stage is closed

C.

The current exchange rate regardless of the close date

D.

The exchange rate at the time the opportunity is closed

Question 43

Universal Containers continues to see substantial growth year-over-year. Outside sales reps think the* territories are too dense to cover adequately. Leadershiphas decided to modify the existing safes territories and hire additional staff to make the account allocations more manageable. So the states win 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 m Sales Cloud.

How should the consultant show sales operations what the data will look like after the change?

Options:

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 detailpage.

D.

Use Data Loader to export the accounts and make updates in Google Sheets.

Question 44

Cloud Kicks (CK) has two sales divisions: a franchise sales division and apublic sales division. The sales reps for each division have different user profiles. The sales reps for

the franchise sales division should only be able to set up Business Accounts.

What should the consultant recommend meeting this requirement?

Options:

A.

RemovePerson Account Record Types from the franchise sales user profile.

B.

Ensure there are a minimum of two Record Types for Person Accounts.

C.

Use sharing rules to share Accounts between franchise and public divisions.

D.

Ask Salesforce Support to disable Person Accounts in CK's org.

Question 45

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 46

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

Options:

A.

Sales reps

B.

Finance team

C.

Sales operations

D.

Executives

Question 47

The Cloud Kicks IT team has noticed that there are many duplicate person Accounts. The team can often easily identify duplicates and wants to merge them. Which consideration should the Consultant convey regarding person Account merges?

Options:

A.

Person Accounts can be merged with other person Accounts.

B.

Person Accounts can be merged automatically by enabling the option in Account Setup.

C.

Person Accounts with a redundant relationship can be merged with duplicate matching rules.

D.

Person Accounts can be merged with Contact records.

Question 48

Cloud Kicks recently started using Sales Cloud and hosts its business website outside of Salesforce. On its website, Cloud Kicks has a lead generation web page. The VP of Sales wants the Leads captured in its self-hosted website to be reflected in Salesforce. What should Consultant recommend?

Options:

A.

Implement Salesforce Connect to create Leads in Salesforce from the Cloud Kicks website.

B.

Implement the SOAP web service API to send Leads from the Cloud Kicks website to Salesforce.

C.

Implement Web-to-Lead tocreate Leads in Salesforce from the Cloud Kicks website.

D.

Implement the REST web service API to send Leads from the Cloud Kicks website to Salesforce.

Question 49

The VP of Operations wants to synchronize customer data from the data warehouse with Salesforce. What should the Consultant recommend to ensure data integrity?

Options:

A.

Set up a Process Builder process on the Account object to check for unique values

B.

Setup an encrypted field on the Account object with Read Only on the field security settings for all profiles except the administrator profile

C.

Set up a Flow on the Account object to check for unique values.

D.

Set up an External ID field on the Account object with Read Only on the field security settings for all profiles except the administrator profile

Question 50

The Cloud Kicks mobile salesteam is using a combination of iOS and Android devices. The sales manager has requested that sales representative must record client meeting activity within Salesforce immediately after a meeting. Which two actions should a Consultant recommend to meet this requirement? Choose 2 answers

Options:

A.

Log an activity using a Quick Action.

B.

Log a meeting activity using the email to Salesforce feature.

C.

Have the sales reps install the Salesforce Mobile app on their devices.

D.

Have the sales reps install theOutlook for Lightning app on their device.

E.

Log a meeting with mobile smart actions automatic sync.

F.

Have the sales reps install Salesforce on their mobile devices.

Question 51

The Sales Director at Cloud Kicks mandated that implementing logic and automation to quality top leads is priority. Cloud Kicks fully leverages Sales Cloud and has significant data points captured on converted Leads and closed won Opportunities for the past four years. Which two actions can the Consultant first take to ensure a best practices implementation? Choose2:

Options:

A.

Begin with recommended base Lead Score of 100. After a predetermined amount of time, evaluate the results and adjust the Score accordingly.

B.

Configure a qualification screen-based flow to assist Sales Reps in quickly determining which Leadsare high priority.

C.

Review converted Lead data with Sales and Marketing leaders to understand the interaction patterns that led to conversion.

D.

Work with subject matter experts to define the key attributes of the ideal customer for Cloud Kicks' products.

E.

Begin with the recommended base Lead Grade of B-. After a predetermined amount of time, evaluate the result and adjust the Grade accordingly.

Question 52

When an Opportunity Stage is marked as Closed Won, Cloud Kicks wants an email to be sent to a team of Executives. This email should include details about the Opportunity along with the relatedOpportunity Products and Account. Which solution should the Consultant recommend to active this requirement?

Options:

A.

Use Workflow rules and HTML Email Templates

B.

Develop an Inbound Email Service

C.

Use Process Builder and HTML Email Templates

D.

Develop a custom Apex Trigger that uses custom email messaging

Question 53

Currently at Cloud Kicks, the Lead Source field is used to track what event a lead originated from. The Marketing Director requested a report that shows every event a lead has attended. Which standard Salesforce functionality can a Consultant recommend?

Options:

A.

Create a custom field to track the second event a Lead attends

B.

Implement Campaigns to track events and define a Campaign Management process

C.

Configure a custom Events object and relate it to the Load object

D.

Update the Lead Source field to the most recent event a lead has attended using process builder

Question 54

A sales rep has access to an Account which has multiple child Accounts through the Account hierarchy. What will the sales rep see after clicking the view Hierarchy link?

Options:

A.

No Accounts in the hierarchy

B.

All Accounts in the hierarchy, with all fields visible

C.

Only child Accounts in the hierarchy

D.

All Accounts in the hierarchy, with limited field visibility

Question 55

Cloud Kicks has a complicated sales process and is currently using 12 stages for Opportunities. Sales representatives often have difficulties deciding when to move Opportunities through the various stages. Which solution should the Consultant recommend?

Options:

A.

Use Process Builder to send emails to sales representatives when Opportunities reach key stages, providing detailed information on what they need to do move the Opportunities to the next stage(s).

B.

Use Path to provide guidance for key Opportunity stages

C.

Advise sales representatives to post on Chatter so the sales team can collaborate to move Opportunities along the pipeline quickly

D.

Configure a dashboard thatshows Opportunities that have not moved stage for 30 days, and provide training to those Opportunities owners.

Question 56

The Cloud Kicks global sales team has asked for a simpler way to view and manage its Opportunity pipeline. The team is often responsible for hundreds of deals at a time acrossmultiple countries and currencies. The account executive has suggested using the Kanban view. What are three considerations? Choose 3 answers

Options:

A.

The Kanban view can show rollup summaries for currency fields.

B.

The Kanban view can summarize records by currency fields.

C.

The Kanban view displays amounts in the user's currency.

D.

The Kanban view can display a maximum of 200 records.

E.

The Kanban cards display up to 10 fields

Question 57

Cloud Kicks is undergoing a GDPR-focused implementation to ensure access to personal information data is limited to only users who need access to a company's account. Cloud Kicks has a private Account model. How should the Consultant provide specific Account access to the Renewals and Sales Operation teams?

Options:

A.

Create Renewals and Sales Operation Account team member roles and have Sales allocate Account team members to the appropriate users.

B.

Create arole-based sharing rule to share all Account with the Sales Operations and Renewals roles.

C.

Add Renewals and Sales Operations team members to a sales user's default Opportunity team.

D.

Create a criteria-based sharing rule to share Accounts with the Sales Operations and Renewals public groups.

Question 58

A Salesforce partner regularly works with Salesforce Account Executives to close deals with clients that are looking for a partner to implement Sales Cloud. As new partnersales reps are on-boarded, they spend quite a bit of time trying to determine which Account Executive maps to which Accounts and Opportunities. What should the Consultant recommend when rolling this out?

Options:

A.

Implement Account Contact Roles

B.

Implement Account Partner Roles

C.

Add a Lookup field on the Opportunity to indicate Partner Executives

D.

Add the Title field to all Contact Layout

Question 59

Cloud Kicks uses channel partners for selling and servicing its "Shoe of the Month" club. As the number of Leads has increased, Cloud Kicks has seen a decrease in partner satisfaction regarding the quality of Leads, and a noticeable decrease in the Lead conversion rate. What can be done to increase partner satisfaction with the Leads being shared?

Options:

A.

Configure a custom lead score field to assess Lead quality, that assign the Leads that exceed thisscore to partners

B.

Utilize the Partner Lead Validator to populate a Lead store and assign to a partner channel queue

C.

Utilize the lead score on the Find Duplicates button, and then assign the Leads with a score in the high category

D.

Configure a cross-object validation rule to ensure that all fields on the Lead record are populated with data.

E.

Configure Einstein Insights prior to Leads routing to the partner channel.

Question 60

Sales stages are shared between sales methodologies at Cloud Kicks; however, there are three product lines with unique sales methodologies. A few sales stages overlap between the threE. Which three components should be configured to support this? Choose 3 answers

Options:

A.

Three sales processes

B.

Three record types

C.

Three page layouts

D.

One set of opportunity stages

E.

Three sets of opportunitystages

F.

One hybrid sales process

Question 61

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.

Tomonitor customers' and prospects' NPS score with their customers

B.

To create customer segment with personas and scoring

C.

To survey prospects on post-purchase of competitors' products

D.

To enrich customer data signaling intent to purchase

Question 62

The Cloud Kicks pipeline and forecasting reports are inaccurate because sales representatives are creating opportunities after theyare already closed/won. The VP of Sales wants visibility on how often the sales representatives are creating opportunities like this. Which two solutions should the Consultant recommend? Choose 2 answers

Options:

A.

Implement a process builder that automaticallyupdates the Opportunity to the first stage in the sales process.

B.

Utilize a process builder to send an email to sales management when the Opportunity is created in the closed/won stage.

C.

Run the Opportunity pipeline standard report to view the upcoming Opportunities by stage.

D.

Enable High Velocity Sales so that the VP of Sales can get a global view of quick closed Opportunities.

E.

Configure a report that displays Opportunities that have a closed date less than, or equal to, the created date.

Question 63

Cloud Kicks' sales productivity is on the decline, while its competitors are doing great. The Consultant has suggested Einstein Opportunity Insights. Which three insights can this provide? Choose 3:

Options:

A.

Key Moments

B.

Sentiment Analysis

C.

Follow-up reminders

D.

Deal Prediction

E.

Opportunity RepresentativeScore

Question 64

Cloud Kicks has purchased a list of prospects and wants sales representatives to begin to contact and measure the Return Of Investment (ROI) of the people in the purchased list. Whichsolution should the Consultant recommend?

Options:

A.

Create a new custom object for purchased leads.

B.

Import the list as new leads and update the lead source to "Purchased Lead".

C.

Create a campaign for this list, import the list as leads, and add them to thecampaign.

D.

Import the list as new leads using the import wizard.

Question 65

Cloud Kicks wants to default Opportunity name to naming convention. Which solution the Consultant recommend?

Options:

A.

Create a Validation Rule on the Opportunity Object and evaluate the rule when the record is created.

B.

Create a Validation Rule to require users to follow the defined naming convention

C.

Create a Workflow Rule on the Opportunity Object and evaluate the rule when the record is created and every time the record is edited.

D.

Create a Workflow Rule on the Opportunity Object with Time Dependent Actions, and evaluate the rule when the record is created and every time the record is edited.

Question 66

A sales manager at Cloud Kicks is reviewing teams opportunities in the forecast tab. The sales manager wants to split an opportunity with two sales representatives in different regions.Which three actions should the Consultant recommend to meet these requirements? Choose 3 answers

Options:

A.

Enable Opportunity Splits.

B.

Create a custom Opportunity currency field.

C.

Enable Overlay Splits

D.

Enable Opportunity Teams.

E.

Createcustom Product Families.

F.

Create Revenue Split Types.

Question 67

Cloud Kicks wants to utilize Opportunities to report and tracksubscriptions to its "Shoe of the Month" club. Subscribers can pay in full (all at one time), weekly, monthly, or quarterly. Which solution should the Consultant recommend to meet Cloud Kicks' need?

Options:

A.

Enable schedules on the Product object.

B.

Configurethe use of contracts with a lookup to the Opportunity object.

C.

Configure the use of assets with a lookup to the Opportunity object.

D.

Enable schedules on the Opportunity object.

Question 68

As part of Enterprise Territory management implementation, Cloud Kicks wants the user to manually search for territory in an active territory model and assign to Opportunities. Which approach should the Consultant suggest to meet this requirement?

Options:

A.

Use the default Enterprise Territory Management to provide access to assign any active territory to the Opportunity

B.

Enable sharing access to the account to assign any active territory to Opportunities

C.

Update the Profile with the "manage Territory"permission

D.

Create Apex Class code to assign territories to open Opportunities