Salesforce Sales-Cloud-Consultant Exam Practice Test Instant Access

Question 1

A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation.

What should the consultant do during the planning stage to ensure a successful implementation?

ADesign a prototype of the suggested solution.

BIdentify which Salesforce features and functions to use.

CDefine goals, metrics, project schedule, and sales processes.

Answer : C

During the planning stage, it is crucial to define clear goals, metrics, project schedule, and sales processes. This ensures that all stakeholders have a shared understanding of the project objectives, timelines, and success criteria. Defining these elements provides a structured framework for the implementation and helps in tracking progress and addressing issues proactively.

Sales Cloud Implementation Best Practices

Project Planning and Management

Question 2

Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned.

Which solution should the consultant recommend when CK sets up the new account process?

APlace the user in a separate role at the highest level of the role hierarchy.

BAdd the user to a separate role at the lowest level of the role hierarchy.

CAssign the Modify All Data permission to the user.

Answer : B

Adding the user to a separate role at the lowest level of the role hierarchy ensures that the manual reviewer does not inadvertently gain access to other users' accounts through role hierarchy-based sharing rules. This setup confines the user's access to only those records explicitly assigned to them, maintaining data security and ensuring proper access control.

Role Hierarchy Best Practices

Managing User Permissions

Question 3

Cloud Kicks wants to help its sales reps identify stalled opportunities in a single view.

Which solution should the consultant recommend to meet the requirement?

AUse Deal Insets to Pipeline Inspection.

BCreate a screen flow.

CCreate a Lightning Web Component.

Answer : A

Deal Insights within Pipeline Inspection in Salesforce provides sales reps with a single view to identify and manage stalled opportunities. This feature leverages AI to highlight deals that may require attention based on changes in engagement, activity, and other deal characteristics. It helps sales reps quickly identify which opportunities need follow-up and which are at risk of stalling, providing valuable insights for pipeline management.

Pipeline Inspection and Deal Insights

Deal Insights Overview

Question 4

Cloud Kicks wants to enable Person Accounts.

What does the consultant need to do before enabling Person Accounts?

ASet default sharing of Account to Public Read/write.

BDisable access to Experience Cloud sites during the cutover.

CCreate at least one Account record type.

Answer : C

Before enabling Person Accounts, it is mandatory to create at least one Account record type in Salesforce. Person Accounts use record types to differentiate between business accounts and individual consumer accounts. This step ensures that the Salesforce org is properly configured to handle Person Accounts, which combine the characteristics of both accounts and contacts.

Enabling Person Accounts

Person Accounts Overview

Question 5

Cloud Kicks (CK) recently completed the first phase of its Sales Cloud implementation. In the next phase, one factor that consultants are considering is whether any of CK's 500 sales agents are using a mobile device or a browser to access Salesforce.

What should the consultants do to efficiently analyze how users are logging in to Salesforce?

AReview the login history on the user record.

BCreate a custom report on the User object.

CCreate a User report and filter by login Subtype.

Answer : C

Creating a User report and filtering by login Subtype is the most efficient way to analyze how users are logging into Salesforce, whether through a mobile device or a browser. The login subtype provides specific information about the method of access, making it easier to assess user behavior and preferences accurately. This approach allows consultants to generate insights without manually reviewing individual login histories.

Creating Reports on User Logins

Question 6

Cloud Kicks wants to assign territories in bulk to Opportunities.

What should the consultant do to meet the requirement?

AUpdate Opportunity sales team with territory assignments.

BSchedule auto-assignment rules in the territory model.

CRun the filter-based Opportunity territory assignment.

Answer : C

To assign territories in bulk to Opportunities, the consultant should run the filter-based Opportunity territory assignment. This feature allows users to apply territory assignments to a large number of opportunities based on specified criteria or filters. This method is efficient for bulk assignments and ensures that opportunities are accurately aligned with the appropriate territories based on predefined rules and conditions.

Question 7

Cloud Kicks (CK) is planning to use Person Accounts to maintain information on its retail customers. CK likes to track connections among

customers to capture household relationships, referrals, and so on. One customer can have many relationships.

What should a consultant consider when implementing Person Accounts and supporting many relationships between customers in Salesforce?

AUse Contacts for retail customers and use Accounts to maintain relationships.

BEnable Contacts to Multiple Accounts to create indirect relationships between two or more Person Accounts.

CCreate a custom field to establish relationship and create files among Person Accounts.

Answer : B

When implementing Person Accounts and supporting many relationships between customers in Salesforce, the consultant should consider enabling Contacts to Multiple Accounts. This feature allows for the creation of indirect relationships between two or more Person Accounts, which is ideal for tracking household relationships, referrals, and other connections. It provides a flexible way to manage complex relationships without needing to create custom fields or objects.

Salesforce Certified Sales Cloud Consultant Exam Practice Test