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Sales-Cloud-Consultant Practice Questions

Question # 1

Up to this point, two sales reps have had separate Accounts and Opportunities. Sales rep
A wants to Include sales rep B in a few Opportunities on one Account. Which two things will
happen if Account Teams are enabled and used for this Account? Choose 2 answers

A.

Rep A can let rep B view one of the Opportunities on the Account.

B.

Rep A can let rep B edit all Opportunities on the Account

C.

Rep A can let rep B view the Account but keep private Contacts.

D.

Rep A can let rep B view the Account but keep private Activities.



B.

Rep A can let rep B edit all Opportunities on the Account


C.

Rep A can let rep B view the Account but keep private Contacts.




Question # 2

Northern Trail Outfitters has a lead qualification team that does the following: • Qualifies
opportunities • Converts lead into opportunities During lead conversion, the new
opportunity must be assigned to the account owner. What should be created in order to
meet this requirement?

A.

A workflow on the opportunity

B.

An assignment rule on the account

C.

A trigger on the opportunity

D.

An assignment rule on the opportunity



C.

A trigger on the opportunity




Question # 3

Northern Trail Outfitters (NTO) sells products that require frequent collaboration with the
same team of individuals who play a key role in closing deals. The lead sales
representative determines the level of access for each of the collaborating team members
on the opportunity. What solution should the consultant recommend to facilitate the
collaboration of the lead sales representative and team members?

A.

Enable chatter to have the lead sales representative facilitate collaboration through
sales team sharing

B.

Define a sharing rule for each lead sales representative to assign appropriate access for
all extended team members

C.

Configure default opportunity teams for all lead sales representatives with team selling
enabled

D.

Create a public groups for extended team members and allow the sales representative
to assign manual sharing on their opportunities



C.

Configure default opportunity teams for all lead sales representatives with team selling
enabled




Question # 4

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

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.



B.

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




Question # 5

Sales Management at Cloud Kicks has noticed that the Quote amount on Opportunities
does not match the Opportunity amount. Which two actions should the Consultant
recommend to resolve this issue? Choose 2 answers

A.

Build a Workflow rule to update the Opportunity Amount with a GrandTotal Value on the
Quote Record.

B.

Add the Syncing checkbox to the Quotes related list.

C.

Add a global action to sync the Quote with the Opportunity.

D.

Add a Sync button to the Page Layout.

E.

Build a formula field on Opportunity to roll up Total Value from the Quote Record.



B.

Add the Syncing checkbox to the Quotes related list.


D.

Add a Sync button to the Page Layout.




Question # 6

Sales Manager at Cloud Kicks need to show reports and dashboards with opportunity
forecast by Product family with team quotas. Which solution should a Consultant
recommend?

A.

Configure quotas with a product report and add necessary fields

B.

Create a joined report with closed Opportunities, forecasting items, and quotas.

C.

Create a custom report type with forecasting quotas and items.

D.

Configure an analytic snapshot to capture the Opportunity forecast and quotas.



C.

Create a custom report type with forecasting quotas and items.




Question # 7

Cloud Kicks to see how many closed won opportunities a campaign has generated over
last 30 days. They have implemented a campaign influence model thatuses the primary
campaign source. Which two steps are needed to meet this requirement using standard
functionality? Choose 2 answers

A.

Add campaigns to opportunities when the campaign is related to a contact that is
assigned a contact role on the opportunity prior to the close date.

B.

Have the administrator define rules for campaigns to automatically add opportunities
and then lock after 30 days.

C.

Have the administrator specify a timeframe that limits the time a campaign can influence
an opportunity after the campaign first associated date and before the opportunity created
date.

D.

Add child campaigns of the primary campaign source automatically if the child
campaigns have an end date that falls before the opportunity close date.

E.

Have representatives populate a field on the opportunity record with the dollar amount of
expected revenue from the campaigns that influenced the opportunity.



A.

Add campaigns to opportunities when the campaign is related to a contact that is
assigned a contact role on the opportunity prior to the close date.


D.

Add child campaigns of the primary campaign source automatically if the child
campaigns have an end date that falls before the opportunity close date.




Question # 8

Cloud Kicks has 300K Account records and 16M Invoices. These were within a custom
object in a master-detail relationship with the Account. Each Account record takes a long
time to display because of the Invoice related list's lengthy renderingtime. What should the
Consultant do to solve this issue?

A.

Raise a case with Salesforce to enable Fast Loading of the related list of Invoices, as
this will help to render Account details faster.

B.

Enable "Load Individual Component Separately" at the Lightning record page of the
Account object, as this will allow Account details to render while Invoice related list data will
be visible after querying details from Invoices.

C.

Enable indexing on all the fields visible on the related list of Invoices, as this will allow
the related list to load faster.

D.

Enable the "Separate Loading of Related Lists" setting from User Interface Settings, as
this will allow the Account detail to render while the Invoice related list data will be visible
after querying details from Invoices.



D.

Enable the "Separate Loading of Related Lists" setting from User Interface Settings, as
this will allow the Account detail to render while the Invoice related list data will be visible
after querying details from Invoices.




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