Salesforce Sales-Cloud-Consultant Question Answers

Question # 11

Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system. Which stage of the project lifecycle does this fall under?

A. Plan 
B. Document
 C. Test
 D. Design

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Question # 12

Prospects at Cloud Kicks are exposed to many different marketing activities. In most cases, a combination of several different activities result in a successful sale. How should the consultant configure Salesforce to track which marketing activities influenced the customer to make a purchase?

A. Implement Customizable Campaign Influence. 
B. Create a junction object between Campaign and Opportunity. 
C. Use Surveys to request the information from the customer. 
D. Make the Primary Campaign Source required. 

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Question # 13

The Cloud Kicks global sales teams are distributed across regions. Sales leadership wants to give access to dashboards based on region. For example, users within the region should have access to regional dashboards while the leadership team should have access to global dashboards. What should the consultant recommend meeting this requirement? 

A. Create Dashboard folders for each regional sales team and one Dashboard folder for the leadership and team. 
B. Create one Dashboard folder for all regional sales teams and one Dashboard folder for the leadership team. 
C. Create one Dashboard folder for all regions for sales and leadership teams with View access. 
D. Create region-based sales groups, one leadership group, and one Dashboard folder with View access. 

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Question # 14

Northern Trail Outfitters (WTO) wants to share revenue from opportunities with multiple reps. A consultant recommends using opportunity splits. Which two prerequisites should be considered before splits are enabled? Choose 2 answers

A. Add customized split types before enabling splits. 
B. Resolve any inactive currencies prior to enabling splits. 
C. Transfer opportunities owned by Inactive users to active users. 
D. Enable opportunity teams and add the opportunity owner as a team member. 

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Question # 15

Cloud Kicks has organization-wide defaults set to Private for Account. With the rollout of Opportunity Teams, what should a consultant consider?

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 implicitly Read for the team. 

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Question # 16

The sales manager at Cloud Kicks has asked a consultant to create a report to track when opportunities reach a certain stage with an amount equal to $100,000. The consultant saves the report to the Big Deals folder, which is a subfolder of the Sales Team folder. The Sales Manager role has View access to the Sales Team folder. The sales manager wants to subscribe to the report. Which permission does the sales manager need to subscribe to the report created by the consultant?

A. Subscribe to Reports permission 
B. Subscribe to Reports: Set Running User permission 
C. Subscribe to Reports: Add Recipients permission 
D. Subscribe to Reports: Run Reports permission 

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Question # 17

Universal Containers (UC) has launched Salesforce Chat and staffed its contact center with agents to chat with website visitors who ask questions about commercial containers. When UC used to outsource its contact center work, reports from the vendor showed that about 15% of chat conversations would result in a new lead. Management wants better visibility into Chat's influence on lead creation in order to continue the program. How can the consultant provide the insights UC needs to justify using Chat with internal contact center staff? 

A. Install the Chat (Live Agent) Dashboard package from the AppExchange. Add a chart to the dashboard to show the number of agent chats associated to new leads compared to the total number of agent chats for the period. 
B. Add a custom field on the Chat Transcript object so agents can check a checkbox when a conversation results in a new lead. Create a report using the custom field. 
C. Create a lead report that identifies the number of new leads with the lead source "Chat". 
D. Ask the marketing department to provide the program with Google Analytics data for the commercial containers web pages. 

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Question # 18

The consultant at Universal Containers recently enabled forecasts. A sales manager is concerned that all open opportunities appear in the Pipeline forecast category. Opportunities in Perception Analysis and Proposal/Price Quote stages should appear in the Best-Case category. Opportunities in the Negotiation/Review stage should appear in the Commit category. How should the consultant ensure opportunities appear in the correct forecast categories?

A. Create a field update with Flow to update the forecast category based on the opportunity stage 
B. Edit the probability percentage on opportunity stage picklist values. 
C. Map opportunity stages to the appropriate forecast categories. 
D. Update the opportunity stage picklist value labels to match the category to which they should be assigned 

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Question # 19

A consultant is implementing a new instance of Sales Cloud for Cloud Kicks (CK). CK has a global sales presence that supports a customer base throughout the: world, ‘CK wants to set up an appropriate structure to track customers with subsidiaries. Which approach should the consultant recommend meeting the requirement?

A. Location-specific Account structure with Account Hierarchies 
B. Global Contact structure that links all Contacts with one global Account
 C. Location-specific Account structure without Account Hierarchies 
D. Global Account structure that links all Contacts with one global Account 

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Question # 20

Cloud Kicks has 12 stages m its sales process. The probability of winning the sale must be indicated. The sales manager uses sales stages and probability for forecasting. The sales manager wants a condensed summary of the forecasts without affecting the sales team. Which approach should a consultant recommend to streamline forecast reporting?

A. Create a custom object to be used in forecast reporting. 
B. Reduce the number of opportunity stages and report on probability. 
C. Align opportunity stages with probability and use collaborative forecasts for reporting. 
D. Align forecast categories to multiple opportunity stages and report on forecast category. 

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