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1. Cloud Kicks want to track different details for trade shows and customer webinars.

Which capability enables the use of custom fields, contextual validation rules, and varied
layouts?

A. Parent Campaigns

B. Custom Picklist

C. Campaign Hierarchies

D. Record Types

2. 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.

3. Cloud Kicks uses .pdf documents in Sales Cloud to help the sales team learn about
new products.

Which feature should a consultant recommend to store these documents?

A. Files sync

B. Salesforce Files

C. Document lists

D. Salesforce Knowledge

4. Cloud Kicks has purchased a list of leads and wants sales reps to contact and
measure the return on investment (ROI) of the purchased list.

Which solution should the consultant recommend?

A. Import the list as new Leads and update the Lead Source to "Purchased Lead."
B. Create a Campaign, import the list as Leads, and add them to the Campaign.

C. Create a new custom object to import purchased Leads.

D. Import the list as new Leads using the Data Import Wizard.

5. During a Discovery session at Cloud Kicks, a topic is highlighted that is outside the
statement of work (SOW).

How should the consultant proceed?

A.Conduct another Discovery session.

B. Define and submit a change order for the new items.

C. Revise the timeline for the new items.

D. Continue work because it is covered by the warranty.

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

Which functionality should the consultant recommend?

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

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

7. During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new
system, which is impacting adoption.

How should the consultant avoid this issue in the future?

A. Design a solution during the Build phase.

B. Conduct a Beta review during the Validate phase.

C. Gain buy-in during the Analyze phase.

D. Develop test scripts during the Plan phase.


8. Cloud Kicks (CK) wants to migrate data from its existing enterprise resource planning
(ERP) system to S CK wants to organize its data using the unique ID that is a number type in
the ERP.

What should the consultant recommend to meet the requirement?

A. Map the ERP unique ID to a custom external ID unique number field.

B. Create a text field and insert the ERP unique ID.

C.Use the ERP unique ID as the Salesforce ID.

D. Create an external ID unique number field in the ERP labeled 'ERP unique ID.

8. Universal Containers is growing its international business. Domestic account


executives believe that the standar price book has become difficult to use because
there are too many records reflecting different currencies and country-specific
product variations.

What should the consultant recommend to improve usability for account executives?

A. Create product families to enable users to filter by continent and country.

B. Use custom price books for domestic and international customers.

C. Use separate product catalogs for domestic and international customers.

D. Update the product naming conventions to include the currency in the product name.

9. Universal Containers has hired a new employee for the Global Sales Leadership
team. The employee is intere in fostering friendly competition between account
executives, with emphasis on reinforcing activities that dri sales. Historically, for
every four prospect meetings held, one sale was generated.

Which action would help support the sales teams?

A. Create subscription reports to send daily prospect meetings planned to the Assigned user
for those events.

B. Show a leaderboard on the regional sales dashboards highlighting the account executives
who have created the most opportunities.

C. Show a leaderboard on the regional sales dashboards highlighting account executives


who have held the most prospect meetings.
D. Create a dashboard that displays the most sales closed by region using charts to show
sales in green and lost opportunities in red.

10. Cloud Kicks is concerned that the sales team is taking longer to dose opportunities in
comparison to the same time last year. The VP of sales wants to determine the
number of closed deals on a monthly basis and compare the month-over-month
results.

Which two actions should the consultant take to meet the requirement?

Choose 2 answers

A. Create a report based on the Opportunity reporting snapshot.

B. Create a dashboard component and schedule the dashboard to refresh monthly.

C. Schedule a reporting snapshot of the Opportunity History object to run monthly.

D. Schedule a reporting snapshot of the Opportunity object to run monthly.

11. A Cloud Kicks sales team based in the U.S. wants to grow market share in Australia.
The company has multi currency enabled and has added the Australian Dollar as an
available currency.

How should the consultant allow the sales team to report on Australian deal values in U.S.
Dollars (USD)?

A. Set each sales user's default currency to the Australian Dollar.

B. Enable parenthetical currency conversion.

C. Create a formula field to perform a currency calculation.

D. Use USD for Australian Opportunity currencies.

12. Cloud Kicks has 12 stages in 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. Reduce the number of opportunity stages and report on forecast category.


B. Align forecast categories to multiple opportunity stages and report on forecast category.

C. Align opportunity stages with probability and use collaborative forecasts for reporting.

D. Reduce the number of opportunity stages and report on probability.

13. The sales manager at Cloud Kicks has proposed that the consultant hold one large
Discovery meeting with 250 employees who use Salesforce currently to gain
information to improve adoption.

What are the three efficient approaches the consultant could recommend to the sales
manager?

Choose 3 answers

A. Send a survey to all employees asking for a list of desired changes.

B.Meet with a large group of employees to listen to their feedback.

C. Ask management to select which employees should participate in sessions.

D. Arrange multiple sessions with small groups of employees.

E. Ask all employees to email their ideas and feedback to the consultant.

14. At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales
engineer. CK wants to ensure that the assigned sales ops specialist and sales
engineer have access to the correct Accounts. The organization wide defaults (OWD)
for Contact are set to 'Controlled by Parent'.

Which solution should the consultant recommend to meet this requirement?

A. Set up Account Teams with defaults for each sales rep.

B. Use Apex Managed Sharing to automatically share any new Contacts.

C. Change the Contact OWD to Private and create sharing rules to grant visibility.

D. Add the Sharing button to the page layout so sales reps can share Contacts as needed.
15. 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 closed/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?

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

8. 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.

16. The Cloud Kicks sales team can create leads for both business and individual
customers. Person Accounts have been enabled in its Salesforce org.

Which action should be taken to convert a lead into a Person Account?

A. Create an Individual Lead Record Type.

B. Enable Contacts to Multiple Accounts.

C. Leave the Company field blank.

D. Populate the Company field with 'Person."

17. Cloud Kicks wants to utilize Opportunities to report and track subscriptions to its
Shoe of the Month club. Subscribers can make a single payment or pay weekly,
monthly, or quarterly.

Which solution should the consultant recommend to meet the requirement?

A. Enable schedules on the Product object.

B. Activate schedules on the Opportunity object.

C. Implement contracts with a lookup to the Opportunity object.


D. Configure assets with a lookup to the Opportunity object.

18. A consultant is 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?

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

B. Reschedule the event to ensure functionality is complete.

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

D.Implement additional features to make the team more productive.

19. 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.

What should the consultant explain to the team about Person Account merges?

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

B. Person Accounts can be merged with any type of Account.

C. Person Accounts can be merged with other Person Accounts.

D.Person Accounts can be merged with contact records.

20. 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?

A. Company Profile

B. Trailblazer Community

C. Trailhead

D. Salesforce Trust
21. Organization-wide default settings for Account is set to Private at Cloud Kicks. Users
are unable to see each other's accounts.

When a Salesforce admin assigns User A as the owner of an opportunity related to User B's
account, which additional access will User A gain?

A. User A will have Read-Write access to the opportunity's Account and its related
contact records.
B. User A will have Read-Only access to the opportunity's Account record.

C. User A will have Read-Only access to the opportunity's Account and its related contact
records.

D.User A will have Read-Write access only to the opportunity's Account record.

22. Universal Containers is growing its international business. Domestic account


executives believe that the standard price book has become difficult to use because
there are too many records reflecting different currencies and country-specific
product variations.

What should the consultant recommend to improve usability for account executives?

A. Create product families to enable users to filter by continent and country.

B. Use custom price books for domestic and international customers.

C. Use separate product catalogs for domestic and international customers.

D. Update the product naming conventions to include the currency in the product name.

23. During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new
system, which is impacting adoption.

How should the consultant avoid this issue in the future?

A. Design a solution during the Build phase.

B. Conduct a Beta review during the Validate phase.

C.Gain buy-in during the Analyze phase.

D.Develop test scripts during the Plan phase.


24. Cloud Kicks is concerned that the sales team is taking longer to close opportunities in
comparison to the same time last year. The VP of sales wants to determine the
number of closed deals on a monthly basis and compare the month-over-month
results.

Which two actions should the consultant take to meet the requirement?

Choose 2 answers

A. Create a report based on the Opportunity reporting snapshot.

B. Create a dashboard component and schedule the dashboard to refresh monthly.

C. Schedule a reporting snapshot of the Opportunity History object to run monthly.

D. Schedule a reporting snapshot of the Opportunity object to run monthly.

25. Universal Containers has hired a new employee for the Global Sales Leadership
team. The employee is interested in fostering friendly competition between account
executives, with emphasis on reinforcing activities that drive sales. Historically, for
every four prospect meetings held, one sale was generated.

Which action would help support the sales teams?

A. Create subscription reports to send daily prospect meetings planned to the Assigned user
for those events.

B. Show a leaderboard on the regional sales dashboards highlighting the account executives
who have created the most opportunities.

C. Show a leaderboard on the regional sales dashboards highlighting account executives


who have held the most prospect meetings.

D. Create a dashboard that displays the most sales closed by region using charts to show
sales in green and lost opportunities in red.

26. 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

A. Sales reps
B. Executives
C. Finance team

D. Sales operations

27. Cloud Kicks (CK) plans to implement Advanced Currency Management for its
Salesforce implementation. CK has Roll-up Summary fields on the Account and
Opportunity.

What should CK consider when enabling Advanced Currency Management in its Salesforce
org?

A. Dated exchange rates are used in Opportunity forecasting or currency fields in other
types of reports.

B. Opportunity Roll-up Summary fields will update from the Opportunity Line Item object.

C Account Roll-up Summary fields will update from the Opportunity object.

D. Account cross-object formulas always use the dynamic conversion rate for currency
conversion.

28. Sales reps at Cloud Kicks (CK) often receive important customer emails they want to
record as activities related to contacts in Salesforce. CK has Office 365, as well as a
policy that prevents users from installing anything directly on their computers.

Which solution should a consultant recommend to meet this requirement?

A. Lightning Console for Sales

B. Einstein Activity Capture

C. Salesforce for Outlook

D. Salesforce Console for Sales

29. A couple of users at Cloud Kicks (CK) own more than 10,000 records. The CK admin
has noticed that making changes to the sharing model is taking increasingly more
time.

What are two solutions the consultant should implement to resolve the issue?

Choose 2 answers

A. Move the users to the top of the role hierarchy.

B. Move the users to the bottom of the role hierarchy.


C. Mass transfer the records to another role in the role hierarchy.

D. Remove the users from the role hierarchy.

30. Universal Containers' sales operations team needs to provide visibility on sales
pipeline changes on a monthly basis.

How should the consultant meet this requirement?

B. Create an Opportunity History report for open pipeline Opportunities in a given date
range.

C. Create a custom pipeline date range field and display it on the Forecasting tab.

D. Create a sales pipeline dashboard that includes filters for Opportunity date ranges.

E. Create training on how to use date filters on reports to compare pipeline for
different date ranges.

31. Universal Containers is realigning sales territories and needs to update ownership
across its 400,000 accounts. The organization-wide default for Accounts is Private.

Which two factors should the consultant consider when updating the sales territories and
Account owners?

Choose 2 answers

A. The organization-wide default should be set to Public before the update can be
performed.

B. The Salesforce Platform can update up to 200 accounts at a time.

C. The data update will cause sharing recalculations and should be completed during off-
peak hours.

D.The team can defer sharing calculations to decrease the risk of lock errors during the data
update.
32. Users at Cloud Kicks (CK) say the global search is returning too many results when
searching for contacts. CK's admin confirmed that users have the correct permissions
and record access to the contacts they want to see.

What should a consultant recommend to yield better search results?

A. Use quotation marks operator around contact's first and last name.
B. Add company name next to contact's full name in the search window.
C. Add LIKE keyword next to contact's full name in the search window.
D. Use parentheses operator to limit search to the Contacts object.

33. Cloud Kicks wants to implement team selling to share differing levels of access to
Accounts and associated records, such as opportunities, contracts, and cases, based
on team member responsibilities.

Which capability should the consultant recommend?

A. Role hierarchy
B. Account Teams
C. Sharing rules
D. Opportunity Teams

34. Cloud Kicks' (CK) VP of technology wants to start using Salesforce for all of the sales
team's automation. CK migrated 70 million records from a legacy database to the
data warehouse that will be synced with Salesforce. CK wants to search and cross-
reference records with the original source database.

What should a consultant recommend to meet this requirement?

A. Use a custom External ID field and map this to the source record ID value.
B. Use the standard External ID field and map this to the source record ID value.
C. Use a custom field named External ID and map this to the Salesforce record ID value.
D. Use the standard External ID field and map this to the Salesforce record ID value.

35. An executive at Cloud Kicks (CK) has asked its admin to create a diagram to show the
high level processes within the business. CK plans to use the diagram to show the
context of a new process within the overall business as a whole.

What should the admin create to meet this requirement?

A. Capability Model
B. Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram
C. Suppliers, Imports, Processes, Outputs, Customers (SIPOC) Diagram
D. Value Stream Map
36. What are two capabilities of Data Loader?

Choose 2 answers

A.Extracts organization and configuration metadata


B. Prevents importing duplicate records
C. Runs one-time or scheduled data loads
D. Exports field history data

37. Cloud Kicks has the goal of generating high-quality leads by implementing Sales
Cloud.

Which metrics should the consultant analyze to determine the success of this goal?

A. Total number of Leads created by a Sales Rep

B. Lead to Opportunity Conversion Rate

C. Total number of Leads by source

D. Lead to Quote Conversion Rate

38. The Discovery phase with Cloud Kicks (CK) has just ended. CK wants a visual way to
see how the new business processes will work. CK's process is complex and requires
multiple slides.

What should the consultant design to give CK this high-level view?

A. SIPOC Map
B. Value Stream Map
C. Capability Model
D. Universal Process Notation

39. Cloud Kicks has identified the KPIs it wants to track for the year. The inside sales
team wants a visual way to see the team's progress for the year.

What should the consultant recommend to meet the requirement?

A. Modify a report based on KPIs.


B. Set up a dashboard with the KPI reports.
C. Set up a Path based on the KPIs.
D. Install a KPI Tracker app from the AppExchange.
40. A sales rep owns an opportunity and can view the associated account, but is unable
to view contacts on that account.

What should the consultant recommend to allow account owners to selectively share an
account's contacts with opportunity owners?

A. Add opportunity owners to the Opportunity Team and configure contact sharing.

B. Transfer account ownership from themselves to the opportunity owner.

C. Transfer contact ownership from themselves to the opportunity owner.

D. Add opportunity owners to the Account Team and configure contact sharing.

41. Cloud Kicks uses an external enterprise resource planning (ERP) application to
process its ordent ERP application needs to receive data about opportunities when
the opportunity doses

Which two solutions should the consultant recommend?

Choose 2 answers

A.REST callout
B. Single sign-on
C. Connected app
D.Outbound Message with Workflow Rules

42. Cloud Kicks needs to forecast monthly business deals that dose as well as open
opportunities on a weekly basis The VP of sales asks the business analyst to review
how the sales funnel is changing month over month.

Which two actions should the consultant take to meet this requirement?

Choose 2 answers

A. Create a custom object to store the results in.


B. Configure a report snapshot to run weekly.
C. Schedule a custom forecast report to run weekly.
D. Configure a report snapshot to run daily.

43. Cloud Kicks uses Salesforce in Lightning Experience to manage business Accounts
and Person Accounts. The sales director wants to associate Person Accounts to
business Accounts and/or Contacts.
Which Salesforce feature should the consultant recommend to meet these requirements?

A. Use a junction object between Accounts and Contacts.

B. Use the Contacts to Multiple Accounts feature.

C. Create a custom lookup from Accounts to Contacts.

E. Create a reverse lookup from Contacts to Accounts.

44. Universal Containers is migrating data from a legacy system into Salesforce.

Which two considerations should a consultant take into account when importing Campaign
Members?

Choose 2 answers

A. Leads, Contacts, and Business Accounts can be Campaign Members.


B. The Marketing User feature license must be assigned.
C. The Campaign ID is required in the import file.
D. The Status of the Campaign Member is optional.

45. Cloud Kicks wants to implement a methodology to determine which current leads
have the most in common with leads that have successfully been converted in the
past.

How can the consultant meet this requirement?

A. Use Lead Conversion Reporting.


B.. Create Conversation Insights.
C. Use Einstein Lead Scoring.
D. Create Sales Cadence Steps.

46. Universal Containers recently implemented Sales Cloud. Stakeholders want insights
into how logging interactions with customers impacts the number of won sales
deals.

Which report should the consultant create to meet the requirement?

A. Closed Won Opportunities by Account

B. Closed Won Opportunities with Activities


C. Closed Won Opportunities by the sales team

D. Closed Won Opportunities with Recommendations

47. Sometimes, sales reps need to create contacts without accounts based on business
processes.

What should the consultant take into consideration about these contacts?

A. Contacts without accounts need to be shared through sharing rules.

B Contacts without accounts need to be manually shared.

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

E. Contacts without accounts are shared through the Role Hierarchy.

48. In the Discovery phase of a Sales Cloud implementation, what are three effective
ways a consultant can determine the design of the system?

Choose 3 answers

A. Schedule training

B. Establish performance benchmarks

C. Observe end users.

D. Administer a survey.

E. Host a focus group

49. Cloud Kicks is expanding its operations to Europe. The company wants to enable
Advanced Currency Management to support both EUR and USD currencies, and
show the total value of open opportunities on account records.

How should the consultant implement a solution to meet the requirement?

A. Use a custom summary formula field on the Opportunity.

B. Install a third-party app from the AppExchange.

C. Use a Roll-up Summary field from the Opportunity to the Account.


E. Create a cross-object formula field on the Account.

50. Sales managers at Cloud Kicks need to visualize all open opportunities based on the
location of the related Account.

Which solution should a consultant recommend?

A. Using Tableau CRM, import a data lens with the State and City for all opportunities.
B. Enable Location Services and add the Account Address field to the Opportunity page
layout.

C. Create a dashboard that uses a report grouping opportunities by Account.


D. Using Salesforce Maps, configure a Data Layer showing open opportunities

51. Cloud Kicks manages contacts for lead generation in a marketing application.
Following a new Salesforce implementation, inbound leads will be reviewed in the
marketing application and then migrated to Salesforce.

Which contacts should the consultant migrate from the marketing application to leads in
Salesforce?

A. New contacts

B. Active contacts

C. Qualified contacts

D. All contacts

52. Northern Trail Outfitters finished implementing 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?

A.Adoption Dashboards Pack

B. User Login Report

C. System Overview Page

D. Salesforce Optimizer
53. Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for
the Shoe of the Month dub. Regional sales managers (RSMs) must approve discounts
greater than 5%. Regional vice presidents (RVPS) also must approve discounts
greater than 10%.

Which two steps should a consultant recommend to satisfy these requirements?

Choose 2 answers

A. Create two Approval Processes, one with the RSM and one with the RVP.

B. Use Process Builder to send an approval Task and email to the RSM and RVP

C. Use Process Builder to automatically submit approvals over a 5% discount.

D. Create a two-step Approval Process with the RSM and RVP as approvers.

54. 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?

* Create Opportunity Teams to manage Tasks.

B. Use workflows to create a Task for each team membe

C. Assign Tasks to a queue to share work efficiently

D. Leave the Task's Assigned to field blank

55. Universal Containers wants to automatically add sales representative emails and
events from Gmail to the activity timeline of related records.

What should the consultant recommend to meet the requirement?

A. Einstein Activity Capture

B. Email to Lead

C. Marketing Cloud Journeys

D. Gmail Integration
56. The consultant at Cloud Kicks has noticed that sales data is quickly outdated and
wants to keep Account data current.

What should the consultant recommend to maintain current Account information?

A. Build a weekly data update from in-house systems to refresh data in Salesforce.

B. Email the contacts and leads to obtain their current information.

C. O Use third-party data to update and add records to Salesforce.

D. Enable Automated Account Fields in Setup.

57. Universal Containers (UC) has acquired another company that uses Salesforce and is
migrating its legacy email alerts, and approval processes.

Which two steps should the consultant perform to maintain data integrity?

Choose 2 answers

A. Enable the Create Audit Fields permission to insert historically accurate records.
B. Use the Salesforce Approval Process clone feature to migrate approval processes.
C. Merge the legacy Salesforce org into UC's Salesforce org and migrate the approval
processes.
D. Insert users, and then migrate email alerts and approval processes into UCS
Salesforce org.

58. The operations manager wants to synchronize Cloud Kicks' customer list from its
back office systems with Salesforce.

What is the first step the consultant should recommend to ensure data integrity?

A. Create an External ID field on the Account object.

B. Create an Apex trigger to exchange data between the Salesforce instance and the back
office system.

C. Create a unique ID field on the Opportunity object.

E. Create a web service connection between the Salesforce instance and the back office
system.
59. 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 installments 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 to meet the requirement?

A Use Revenue Schedules to capture installment payment plan details for each Product

8. Add a custom field to the Quotes object to capture the number of installments.

C Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales.

D. Create a Process Builder to create an order for each installment payment,

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

Which feature should a consultant recommend to build this repo

AO Custom report type

B Joined report

Cross filter

Custom filter

61. Sales management at Cloud Kicks wants to track the following information:

Open opportunities in the current quarter by sales rep

Accounts that are current customers

• Open cases in the last quarter for open opportunities

What should a consultant recommend to meet these requirements?

A. Create a summary report with cross filters,

B. Create a reporting snapshot.

C Create a joined report.


D.Create a dynamic dashboard.

62. VP OF SALES Yourself cloud clips wants to sales steam to use the Salesforce model
app to complete the sales team meet to create an edit leads contracts and
opportunity with each which two features should be consultant recommend for the
sales steam to use
A. MOBILE SMART ACTION
B. LIGHTENING MOBILE CONTAINER
C. EINSTINE ACTIVITY CAPTURE
D. QUICK ACTIONS

63. 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/Write for Accounts. CK
discovered this caused issues with data quality where reps edited Accounts outside
their scope of 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

A. Change Account organization-wide defaults to Private.

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

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

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

64. Cloud Kicks wants to release product enhancements effectively to drive user
adoption and have the greatest impact on the organization and users' day-to-day
functions.

What are three steps for successful change and seasonal release management?

Choose 3 answers

Prioritize executive requests.

Train end users after deployment.


Communicate updates to end users.

D Create an org development model.

E. Collect input from stakeholders

65. Cloud Kicks has enabled Orders to track and manage customer requests for products.
The sales team has requested a process to return or reduce the quantity of activated
Orders.

Which two Salesforce features should a consultant recommend to meet this requirement?

Choose 2 answers

Enable Orders without Price Books.

B Enable Zero Quantity Orders.

C. Enable Negative Quantity for Order Products.

D Enable Reduction Orders.

66. Cloud Kicks (CK) frequently works with contractors for marketing focus groups. These
contractors change companies often, und OK wants to retain its company history
through Accounts.

What should the consultant recommend?

Implement the Contacts to Multiple Accounts feature.

B. Implement Person Accounts to represent the relationship.

Use a junction object to represent the previous companies.

D. Use Account Teams associated with the previous companies.

67. Cloud Kicks (CK) acquired a company. The VP of technology wants to migrate all the
sales data into CK's Salesfonda

Which data migration sequence should the consultant recommend for the objects?
Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads, Campaigns
Contacts, Accounts, Leads, Campaigns, Opportunities, Products, Product Line Items, Cases
Opportunities, Products, Product Line Items, Cases, Leads, Campaigns, Accounts, Contacts

Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns

68. Universal Containers wants to allow its Salesforce users to view and update
customer billing information from the company's envoicing system within a separate
Salesforce org.

What should a consultant implement to meet this requirement?

A. Salesforce Connect and External Objects

My Domain and Single Sign-On

Workflow Rules and Outbound Messaging

D Nightly scheduled Batch Data jobs

Mark this item for later review.

69. Which two considerations should be made when deploying dynamic dashboards?

Choose 2 answers

A. Dynamic dashboards must be manually refreshed.

B.Dynamic dashboards require users to follow each component.

C. Dynamic dashboards allow all users to view data as any user.

D.Dynamic dashboards must be saved in public or shared folders.

70. A sales manager at Cloud Kicks wants the sales team to stay informed about the
team's progress in Quip.

Which appeach should a consultant recommend?

Connect a document or spreadsheet te a Slack channel.

Utilize Salesforce Notes standalone related list in Lightning Experience.


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

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

71. 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 installments 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 to meet the requirement?

Revenue Schedules to capture installment payment plan details for each Product.
Create a Process Builder to create an Order for each installment payment.

Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales.

D. Add a custom field to the Quotes object to capture the number of installments.

72. Cloud Kicks (OK) plans to implement Advanced Currency Management for its
Salesforce implementation. CK has Roll-up Summary fields on the Account and
Opportunity.

What should CK consider when enabling Advanced Currency Management in its Salesforce
org?

Dated exchange rates are used in Opportunity forecasting or currency fields in other types
of reports.

Opportunity Roll-up Summary fields will update from the Opportunity Line Item object.

Account Roll-up Summary fields will update from the Opportunity object.

D Account cross-object formulas always use the dynamic conversion rate for currency
conversion.
73. The enterprise architect for Cloud Kicks wants to understand how objects in Sales
Cloud are connected to one another.

Which two approaches should a consultant use to help the architect?

Explain the types of object relationships in Salesforce.


Review the Object Manager tab in Setup with the customer.

Use Schema Builder to show a visual of related objects.

Obtain an export of object data from the current system.

74. Cloud Kicks has a large remote sales department working in many different locations.
Management wants greater vability the opportunities in progress with their
respective teams. They also want to receive email alerts when opportunities reach
key m (eg. stage progression) or a high probability. However, they want to control
the frequency of their email alerts.

Which solution should a consultant recommend?

A. Configure Outlook Integration email settings to control alert frequency.

B. Subscribe to Chatter Feed Tracking to receive updates for the key metrics. Create a report
filtering for the desired criteria, and allow managers to subscribe to the report.

C.

Define a workflow rule and email task that is triggered when the stage is updated to new
values.

75. Cloud Kicks is implementing Territory Management for its retail sales unit. The sales
director is requesting a detailed roll forecast for territories.

Which two recommendations should the consultant make?

Choose 2 answers

A Include the Forecast Manager field on the Opportunity page layout.


B. Assign a forecast-enabled forecast manager to each territory.
C. Assign a role for each manager in the user role hierarchy

D. Include the Forecast Manager field on the Territory page layout.

76. 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?

A. Activity Tracking

B. Renewal Rate

C. Close Rate

D. Forecast Accuracy
\

77. Cloud Kicks has the goal of generating high-quality leads by implementing Sales
Cloud. Which metrics should the consultant analyze to determine the success of this
goal?

A. Total number of Leads by source

B. Total number of Leads created by a Sales Rep

C. Lead to Opportunity Conversion Rate

D. Lead to Quote Conversion Rate

78. Cloud Kicks has a requirement to measure end user adoption and data quality in
Salesforce.

Which solution should the consultant recommend?

A. Adoption & Data Quality Dashboards Pack

B. Salesforce Surveys

C. Tableau custom dashboard

D. Einstein Conversation Insights


79. Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. The
leadership team at CX wards to prove the ne f

adoption.

What should the consultant recommend?

A. Create a Slack channel to gather and discuss feedback from users.

B. Add an Approvals process to the Opportunity object to enforce data standards.

C.Conduct a requirements workshop to gather user stories.

D. Create a report to track the login rate over the last 7 days.

79. Cloud Kicks want to track different details for trade shows and customer webinars.

Which capability enables the use of custom fields, contextual validation rules, and varied
layouts?

A. Parent Campaigns

B. Record Types

C.Campaign Hierarchies

D. Custom Picklist

80. A customer notices a large increase in leads created overnight which exceed the
daily limits. Upon examination, the leads ear to be created by bots. The customer
uses a standard Web-to-Lead form without safeguards in place to limit spam on
forms.

What should the consultant recommend as the first line of defense before republishing the
form?

A. Select Require reCAPTCHA Verification in Web-to-Lead settings.

B. Use a custom Web-to-Lead alternative with built-in protection.

C. Use an AppExchange package to add a honeypot field.

D. Engage the web services team to write custom CSS for the form.
81. Sales reps at Cloud Kicks are spending too much time coordinating meetings
with prospective chents.

Which solution should a consultant recommend to schedule meetings more efficiently?

A. Create a site that clients can access to schedule meetings.

B. Utilize the Insert Availability feature in Salesforce Inbox.

Share the sales reps' Salesforce calendar with clients.

Ask clients to share their Outlook calendars.

81. Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the
Account's discount field. CK sales rep are located in d regions and use different
currencies. A consultant creates a custom formula field on the Opportunity.

Which currency will the custom formula use for its value if the opportunity and account
records have different cam

A. Corporate currency

B. User currency

C Account currency

D. Opportunity currency

82. Cloud Kicks has enabled Multi-Currency in its organization. All of the rates are set.

What is the impact if the exchange rates are adjusted?

New opportunities will use the new conversion rate and old opportunities will remain the
same.

All opportunities with conversion rates will use the new rate.

All newly closed opportunities will use the new conversion rate.

Opportunities created this month will use the new conversion rate and old opportunities
will remain the sa
83. Cloud Kicks wants to know how many closed won Opportunities a Campaign has
generated over the last 30 da

Which two steps should the consultant take to meet this requirement using standard
functionality?

Choose 2 answers

A. Add criteria to the auto-association settings and limit it to the past 30 days.
B. Ask the admin to enable Customizable Campaign Influence.

B.

Add child Campaigns of the primary Campaign source automatically.

Define rules for Campaigns to add Opportunities and then lock after 30

84. Universal Containers has implemented Salesforce for all of its sales associates. All
sales associates are required to select the win or loss status on every closed
Opportunity. Managers like to measure the win ratio for all of the sales associates.

How should a consultant meet the requirement?

Build a custom Lightning component to show the win ratio based on won Opportunities.
Create a custom formula field on Opportunity to capture the win ratio for Opportunities. B.

A.

C.

Ensure that all managers have access to the standard Win/Loss report.

C. Build a custom report on Opportunity with custom summary formulas to show


win/loss ratio.

23. A sales manager for one of Cloud Kicks' sales territories is unable to see a forecast for
the current quarter. A

How should the consultant resolve this issue?, I

A.Set the sales manager as the Forecast Manager for this territory.
B.

C.

Add the sales manager to the Forecasting public group.

Configure the date filter on the forecast and assign it to the sales manager.

D. Select the correct forecast on the sales manager's user record.

22 of 65. Cloud Kicks is concerned that the sales team is taking longer to dose opportunities
in comparison to the same time last year. The VP of wants to determine the number of
dosed deals on a monthly basis and compare the month-over-month results.

Which two actions should the consultant take to meet the requirement?

Choose 2 answers

A. Create a dashboard component and schedule the dashboard to refresh monthly. B.

Schedule a reporting snapshot of the Opportunity History object to run monthly.


Create a report based on the Opportunity reporting snapshot.

Schedule a reporting snapshot of the Opportunity object to run monthly.

25 of 65. 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 to meet the requirement?

A. Global Account structure that links all Contacts with one global Account

Location-specific Account structure with Account Hierarchies

Global Contact structure that links all Contacts with one global Account

Location-specific Account structure without Account Hierarchies


24 of 65. Universal Containers (UC) wants to make it easier for sales reps to log their
customer interactions, such as emails and events, directly fre their email and calendar
applications. UC wants to report on these activities in Salesforce.

Which two actions should the consultant recommend?

Choose 2 answers

A. Implement Inbox to sync Outlook or Gmail calendar events.

B.Log emails with records in Salesforce from Outlook or Gmail.

Sync events between Outlook or Gmail calendars and Salesforce.

Report on contact data as it exists in Outlook or Gmail.

26 of 65. The sales team at Cloud Kicks has been late meeting deadlines on a specific project
and has missed multiple project meetings,

What should the consultant recommend to the project manager?

Validate that the statement of work (SOW) is realistic.

Revisit the communication plan and set up more frequent check-ins.

Write a solution design and obtain approval.

E. Educate the customer on scope and risk management.

27 of 65. Cloud Kicks (CK) wants to migrate a data file containing 8,000 leads from a legacy
system into Salesforce. Many of the lead owners have lef the company, so CK wants to
populate the Lead Owner field for these records using the active assignment rule.

Which two tools should a consultant recommend to meet the requirement?

Choose 2 answers

Dataloader.io
Scheduled Apex
Data Import Wizard
Data Loader
29 of 65.

The sales department at Cloud Kicks is growing quickly. New sales executives should
prioritize interacting with existing contacts who are decision makers and influencers to
further the business relationship.

Which solution should the consultant recommend?

A. Add a multi-select picklist field on the Opportunity object.

B. Use a junction object between the Opportunity and Contact.

C.

Add a contact lookup field to the Opportunity.

D.

Use Contact roles on the Opportunity object.

28 of 65. 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 to meet this requirement?

A. Create one Dashboard folder for all regional sales teams and one Dashboard folder for
the leadership team.

B.

Create one Dashboard folder for all regions for sales and leadership teams with View access.

Create Dashboard folders for each regional sales team and one Dashboard folder for the
leadership team.

Create region-based sales groups, one leadership group, and one Dashboard folder with
View access.
30 of 65. 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

A. All provision d Opportunity object permissions enable Read access with all accounts
associated with the sales rep.

B.

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

Opportunity visibility allows View access to opportunities owned by others and associated
with accounts they own.

Sharing Rules for opportunities are set to Manager Groups.

The organization-wide defaults for opportunities are set to Private.

31 of 65. Cloud Kicks currently supports three business lines within a single Salesforce
instance: Running, Athleisure, and Celebrity Co-Branded 15 VP of Athleisure controls a large
budget and is often able to re-prioritize business stories and 'shadow projects' into releases
ahead of t groups.

This topic comes up frequently and often derails 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

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

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

Propose a monthly executive steering committee to manage budget, handle direction


questions, and ensure development capacity is split equitably.

D. Change the project management meeting to weekly, and keep the focus on action items,
project risks, and resource requests.
32 of 65.

Which two use cases will protect the integrity of order data with activation limitations?

Choose 2 answers

A. New Products can be added to active orders.

B. Products can be removed from active reduction orders.

C. Orders can be activated only if they include a Product.

D.Multiple reduction orders can be created for a single order.

13 of 65. Universal Containers' (UC) sales reps have said there are too many reports and
dashboards which makes it hard to find what is imtar

them.

What should a consultant recommend that UC use to solve this issue?

A. Custom report types

B. Private folders

Enhanced Folder Sharing

Dashboard Filters

34 of 65. 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?

Custom Opportunity fields are inaccessible when configuring a Quote Template.

Related Opportunity Line Items remain when a synched Quote Line Item is deleted.

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

Only standard fields on the Quote object sync to the Opportunity.


36 of 65.

A consultant is configuring Einstein Forecasting to help the sales team predict how much
they will sell by the end of a forecasting period.

Which two considerations should the consultant keep in mind to ensure that predictions are
displayed?

Choose 2 answers

A. Predictions are only shown when data sync in Tableau CRM is enabled. Tablea

B. Predictions are based only on the standard Close Date and Amount fields.

Predictions are only shown when at least 12 months of Opportunity data exists.

D.Predictions are only shown when the user is in the forecasting hierarchy.

35 of 65. Cloud Kicks is preparing to deploy its configurations. The chosen release date is
during a Salesforce Release window. The com configuration is in a Non-preview Sandbox.

Which two strategies should a consultant recommend?

Choose 2 answers

A. Deploy before the Salesforce Release.

B.Test new configurations in a Non-preview Sandbox.

Deploy after the Salesforce Release.

Test new configurations in a Preview Sandbox.

37 of 65. Northern 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

Territory user assignments are migrated to the new model.

Only one territory model can be active at any given time.


Territories can inherit assignment rules from other territories higher in the model.

Access to a territory model is controlled through profiles or permission sets.

38 of 65. The project is almost finished, and now it's time to test the changes and updates
that have been made before go-live. A Partial or Full Sandbox is unavailable.

How should the consultant recommend testing be conducted?

A. Create test Accounts and Opportunities in Production and ask volunteers to test it with
use cases.

B.

Create a new Sandbox and ask volunteers to test it with use cases.

Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases.
Create a new Developer Edition org, populate it with data, and ask volunteers to test it with
use cases.

39 of 65.

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

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

A. Opportunity should be set to Public Read/Write first.

B. The Opportunity will be implicitly Write for the team.

The Opportunity's Account will be implicitly Read for the team.

Account should be set to Public Read first.


40 of 65.
Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein
to pilot users. The pilot users are unable t view the Lead Score field on the Lead record page.

Which two steps should the consultantake to fix this issue?

Choose 2 answers

4. Assign the Sales Cloud Einstein permission set.

B. Add the Lead Score field to the Lead List View.

Add the Lead Score field to the Lead Page layout.

D.

Assign the Einstein Lead Scoring permission set.

41 of 65. Sales reps at Universal Containers have found that leads they have been pursuing
contain outdated and missing information.

What should a consultant recommend to obtain current lead information?

A. Create a Web-to-Lead form to capture required data.

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

C. Use Mass Delete to remove leads with invalid data.

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

42 of 65. Cloud Kicks wants to send a notification to sales reps when their opportunities
remain open past the dose date.

Which two solutions should the consultant recommend to meet the requirement?

Choose answers

A. Use Flow with a scheduled action and an email alert.

Instruct sales reps to follow their opportunities.

Add sales reps to the Opportunity Team.

Enable Einstein Opportunity Insigh


43 of 65. Cloud Kicks has enabled Orders to track and manage customer requests for
products. The sales team has requested a process to return reduce the quantity of activated
Orders.

Which two Salesforce features should a consultant recommend to meet this requirement?

Choose 2 answers

A.

Enable Negative Quantity for Order Products.

Enable Reduction Orders.

Enable Orders without Price Books.

D.

Enable Zero Quantity Orders.

44 of 65.

Cloud Kicks' sales productivity is on the decline, while its competitors are more successful.
The consultant has suggested Einstein Insights.

Which three insights can this provide?

Choose 3 answers

Deal Prediction

key Moments

Opportunity Representative Score

Sentiment Analysis

Follow-up Reminders

46 of 65.

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. Map opportunity stages to the appropriate forecast categories.

C.

Edit the probability percentage on opportunity stage picklist values.

C. Update the opportunity stage picklist value labels to match the category to which
they should be assigned.

45 of 65. A consultant is beginning a new project with Cloud Kicks to implement


collaborative forecasting.

What should the consultant use to gather requirements using an Agile methodology?

A. Quip spreadsheet

B. Linear process

C. User stories

D.

Forecast hierarchy

47 of 65.

Cloud Kicks wants the sales operations team to be able to process customer credit card
payments within Salesforce.

Which approach should the consultant recommend to meet this requirement?

A. Schedule a nightly batch job to find and post daily charges.

B.

Create a flow to alert the finance team to manually charge the account.
Utilize an application from the AppExchange.

Develop Apex to connect with the Authorized.net API.

50 of 65.

Cloud Kicks has a private sharing model on Accounts. Account executives need to ensure
that specific users can qualify marketing Opportunities on their Accounts. There can be
different users for a given Opportunity. Sales management needs to report on which users
are assigned to Opportunities.

What should the consultant recommend to the account executives?

A. Share Opportunities with specific users by granting Read access to Opportunities in their
portfolio.

B.

Add specific users as Account team members with a role that grants Modify All access.

Add specific users as Opportunity team members with a role that grants Read/Write access.

Share Accounts with specific users and their respective teams.

48 of 65.

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?

A. Set up a Process Builder process on the Account object to check for unique values on a
monthly basis.

B. Set up an encrypted field on the Account object with Read Only on the field security
settings for all profiles except the admin profile.

‫ﻣﯽ‬

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. Set up an import of the data from the data warehouse on a monthly bass using Data
Loader.
49 of 65.

A sales rep owns an opportunity and can view the associated account, but is unable to view
contacts on that account.

What should the consultant recommend to allow account owners to selectively share an
account's contacts with opportunity owners?

A. Transfer account ownership from themselves to the opportunity owner.

B. Add opportunity owners to the Opportunity Team and configure contact sharing.

C.

Transfer contact ownership from themselves to the opportunity owner.

Add opportunity owners to the Account Team and configure contact sharing.

51 of 65.
Cloud Kicks is launching an outbound sales campaign to identify potential prospects for its
new product. The marketing team has sourced a list of leads for each territory. Cloud Kicks
wants to use Salesforce for these tasks:

1. Call center agents call the leads on the list. 2. Agents capture notes from the
conversation.

3. Salesforce will automatically present the next lead in the list. 4. Agents should leave a
voicemail if the customer is unavailable.

5. Agents call the customers back who were unavailable.

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

Which Salesforce product should the consultant recommend?

A. Salesforce native CTI Connector

B. Salesforce Sales Cloud

C. Salesforce Service Cloud

D. Salesforce High Velocity Sales


54 of 65.

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

A.

Sales reps

Sales operations

Executives

Finance team

52 of 65.

The marketing team is using a separate platform for managing prospects and wants to hand
off qualified prospects to the sales team.

How should the consultant meet this requirement?

A.

Create a report of Salesforce leads and compare it with marketing data on a regular basis.

B.

Recommend an integration with the marketing platform to Salesforce that generates tasks
with lead information.

Recommend an integration with the marketing platform that creates leads in Salesforce.

D. Create Salesforce users for the marketing team so they can enter leads directly into
Salesforce.

55 of 65.

The sales manager at a company has noticed that sales teams are having trouble
understanding who should own an Opportunity. Sales teams base their sales Opportunities
on assignments to specific ZIP codes.
Which solution should the consultant recommend?

Territory Management

Account Teams

Sales Cloud Einstein

confirmed

E. Sharing Rules

53 of 65.

A sales rep at Cloud Kicks must have access to all child Accounts of the Accounts they own.
The organization-wide default setting for Account is Private.

What happens if a sales rep has access to a parent Account?

A. Access can be granted by setting up a sharing rule via Account Hierarchy.

B.

C.

Access to child Account records will need to be manually added.

The sales rep will have access to child Account records.

The sales rep will have access to all Accounts if Grant Access using Hierarchies is enabled.

58 of 65.

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?

A. Plan a first release with minimum features.


Define the sales process.
C. Give users access to a Sandbox environment.
Establish goals and key metrics.
56 of 65.

Universal Containers is planning to migrate two million account records and 10 million
contact records from its existing legacy CRM application to Sales Cloud.

Which solution should the consultant recommend?

Partner tool

B. Batch Apex

Data Import Wizard

D. Data Loader

57 of 65.

To properly plan for company growth, Cloud Kicks needs to forecast monthly revenue
projections from the sales of its annual subscription service.

What should the consultant configure to meet this requirement?

A. Opportunity dashboard showing opportunities closed each month

B. Opportunity products with formula fields for each month's value

C.

Opportunity dashboard showing products sold each month

Opportunity products with monthly product Schedules

60 of 65. Cloud Kicks is expanding to international markets. Sales reps are unable to find
specific products in the international price book.

Which two steps should the consultant take to resolve this issue?

Choose 2 answers

A. Add the products to a product family.

Activate the products.


Add the products to the price book.
Share the products with sales reps.
59 of 65.

Universal Containers (UC) wants to improve its sales productivity by updating its email
solution. UC wants to automatically log incoming and outgoing emails to related Salesforce
records and sync user calendars to Salesforce.

Which tool should a consultant recommend to meet this requirement?

A.An Apex trigger

B.Einstein Activity Capture

My Email to Salesforce

D. Lightning for Gmail/Outlook

65 of 65. 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

A.Login lockouts

B.Data quality score

License assignments

Activities logged

64 of 65. The Cloud Kicks sales team needs to utilize the Salesforce mobile app feature to
view, create, or update opportunities, but the internet is unavailable on their Android and
iOS mobile devices.

Which two actions should the consultant recommend to work around the issue?

Choose 2 answers
Enable the system permission to store offline data in Salesforce.

Enable caching in Salesforce.

Enable the connect offline feature in Salesforce.

Enable offline create, edit, and delete in Salesforce.


63 of 65. During the Discovery phase of a Sales Cloud implementation, which three steps
should a consultant complete to prepare for a successful

engagement?

Choos 3 answers

Set project milestones.

Establish project goals.

C. Define sales processes.

Create implementation plan.

F. Define success metrics.

62 of 65.

Cloud Kicks (CK) wants to implement sharing rules.

Which three considerations should the consultant explain to CK?

Choose 3 answers

CK can expand access beyond the organization-wide default levels with sharing rules.

When a sharing rule is deleted, the sharing access created by that rule must be manually
removed.

When multiple sharing rules are assigned, the user is assigned the least restrictive access.

Sharing rules apply only to new records that meet the definition of the source data set.

F. Organization-wide defaults must be Public Read Only or Private to create sharing


rules.

61 of 65.

Universal Containers has four product lines, each with its unique sales cycle. Once the
prospect is qualified, the sales reps should fallon the product-specific sales cyde.

Which two actions should a consultant recommend to meet these requirements?

Choose 2 answers
A. Use Process Builder to create product-specific sales processes.

Define Opportunity Teams for each product line.

Implement sales processes that map each Opportunity record type.

Create Opportunity record types for each product line.

1.of 65.

The sales director at Cloud Kicks wants to enable Person Accounts in its org. The sales
director asked a consultant to evaluate the solution and present it to the sales team.

What should the consultant consider when evaluating Person Accounts?

A. The Person Account object must have at least two record types.

B. Person Account records only count toward Account storage.

C.Enabling Person Account requires a Public Read/Write sharing model.

D Enabling the Person Accounts feature is irreversible.

2 of 65. Cloud Kicks has just deployed all of its configurations. The admin wants to build a
separate process but uses most of the object deployed.

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

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

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

C. Build in a test release environment and test changes in a test release environment.

D.Build in a Developer Sandbox and test changes in Production.

3 of 65.

Universal Containers wants to minimize the need for sales reps to manually create meetings
and events that are stored on their calendars

Which two Einstein Activity Capture (EAC) capabilities should the consultant consider?
Choose 2 answers

4 A. EAC events are unable to be synched with contacts and leads

EAC adds events to the activity timeline for custom objects.

EAC supports emails, events, and contacts

EAC is a two-way sync for events and contacts

4 of 65. Cloud Kicks has configured Account Teams and is ready to go live in Production.

How should the consultant migrate Account Team configuration to Production?

A. Push with Workbench.

B. Import with Data Loader.

C Create manually.

D. Deploy with Change Sets.

5 of 65. Cloud Kicks has hired a consultant to help with its initial Salesforce implementation.

Which three steps should the consultant take to help Cloud Kicks get Salesforce up and
running?

Choose 3 answers

A. Define company vision.

Finalize integrations.

C. Prioritize goals.

Define KPIs.

Analyze competitors.

6 of 65. The Cloud Kicks team has made a correction in a sandbox environment that needs
to be deployed to production as soon as possible. The sandbox and production
environments are on two different versions of Salesforce. The fix requires functionality in
the sandbox version.
Which action should the consultant recommend?

A. Deploy the changes from the sandbox to production once both environments are on the
same version.

Deploy the changes from the sandbox to production concurrently with the Salesforce
Platform upgrade

C. Deploy changes from the sandbox to production this weekend.

D. Deploy from version control before the Salesforce Platform upgrade window.

7 of 65. A consultant is 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?

A. Reschedule the event to ensure functionality is complete.

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

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

D. Implement additional features to make the team more productive.

8 of 65. Universal Containers continues to see substantial growth year-over-year. Outside


sales reps think their territories are too dense to cover adequately. Leadership has decided
to modify the existing sales territories and hire additional staff to make the account
allocations more manageable. Some states will 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 in Sales Cloud. How should the consultant show sales
operations what the data will look like after the change?

A. Use Tableau to geocode account addresses and display on a territory map.

B Run the updated assignment rules in Planing State and view the accounts on the territory
detail page.

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

DInstall the Territory Management Reporting Pack from the AppExchange.


9 of 65. Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud
Einstein to pilot users. The pilot users are unable to view the Lead Score field on the Lead
record page.

Which two steps should the consultant take to fix this issue?

Choose 2 answers

A. Add the Lead Score field to the Lead List View.

Add the Lead Score field to the Lead Page layout.


Assign the Einstein Lead Scoring permission set. C

D. Assign the Sales Cloud Einstein permission set.

10 of 65. 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?

A. Revenue splits are required in order to use overlay splits.

B. Overlay splits allocated on an 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.

11 of 65. Cloud Kicks (CK) operates in multiple countries and wants to track historical
exchange rates. The consultant at CK has implemented dated exchange rates by using
Advanced Currency Management.

How is the converted currency amount calculation on Opportunities determined?

The exchange rate at the time the opportunity is closed

The current exchange rate regardless of the close date

The close date regardless of the opportunity stage

D. The close date only when the stage is closed


12 of 65. Up to this point, two sales reps have had separate accounts and opportunities.
Sales Rep A wants to include Sales Rep 8 in a few opportunities on one account.

Which two actions can Sales Rep A allow Sales Rep B to do when Account Teams are
enabled and used for this account?

Choose 2 answers

View one of the opportunities on the account.

B. View the account and keep activities private.

Grant Read access on the account's cases.

D. Edit all opportunities on the account.

13 of 65. 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 all contracts for the Account on the Opportunity record.

What should a consultant implement to meet the requirement?

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

B. C. Build a custom Opportunity lookup field to Contracts with an Account dependency


filter and make it editable.

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 from the Opportunity page
layouts used by sales.

14 of 65. Universal Containers is working to expand its residential bummet is the U.S. Sales
reps are being asked to canvas neightmehoods in them areas, leveraging new door to door
campaign materials to cure new customers Internal studies have shown the most valuable
resident customers typically have a household income range between $50,000 and $70,000

Which solution should the consultant recommend to help sales reps determine the best
neighborhoods:

Salesforce Maps using the Demographic Context data display income ranges for regions
within their territories
15 of 65. At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales
engineer. CK wants to ensure that the assigned sales ops specialist and sales engineer have
access to the correct Accounts. The organization-wide defaults (OWD) for Contact are set to
'Controlled by Parent.

Which solution should the consultant recommend to meet this requirement?

A. Use Apex Managed Sharing to automatically share any new Contacts.

B.

Add the Sharing button to the page layout so sales reps can share Contacts as needed.

C. Change the Contact OWD to Private and create sharing rules to grant visibility.

D. Set up Account Teams with defaults for each sales rep,

16 of 65. Cloud Kicks (CK) sells Formal and Athletic footwear lines. CX is using Product
Families on Products to associate each product to its corresponding line. CK currently
forecasts an Expected 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?

A. Make separate stages and ales processebitor each Product Family.

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

17 of 65. The VP of sales at Cloud Kicks wants to provide options to sales reps for changing
account or contract details for a created order

Which two conditions should the consultant consider to meet this requirement?

A The currency associated with the order can be different from the new contract

B. The order associated with the account should be in draft statis


CT The contract associated with the order is associated with the new account

D The price book associated with the order is associated with the new account

18 of 65. Cloud Kicks (CK) sells online subscriptions for its leading Shoe of the Month club.
Customers can make a single payment or pay weekly, monthly, or quarterly. CK wants to use
Opportunities to track and report on these subscription deals.

What should a consultant recommend to meet this requirement?

A Enable schedules on the Opportunity object.

BO Enable schedules on the Orders object.

C Enable schedules on the Contract object.

Enable schedules on the Product object,

19 of 65. Cloud Kicks (CK) has an external enterprise resource planning (ERP) system that
stores product order information. CK wants to view those orders as a related list on the
account record in real time.

Which best practice should the consultant recommend?

A. Implement Salesforce-to-Salesforce to get real-time product order information, and add


it as a related list on the Account.

B Create external object product order information in Salesforce, run a nightly batch to get
details from ERP, and add the external object as a related list on the Account.

Create a Lightning component, and get the real-time product order information from ERP
using REST integration. C.

D. Implement Salesforce Connect and an external object to get real-time product order
information, and add the external object as a related list on the Account.
20 of 65.

How should the consultant meet this requirement?

A. Create Salesforce users for the marketing team so they can enter leads directly into
Salesforce.

B. Recommend an integration with the marketing platform to Salesforce that generates


tasks with lead information.

D. Recommend an integration with the marketing platform that creates leads in Salesforce.

Mark this item for later review.

ง C. Create a report of Salesforce leads and compare it with marketing data on a regular
basis.

21 of 65. During the requirements gathering workshops at Cloud Kicks, the project team and
subject matter experts bring up new ideas to incorporate into the current project.

Which best practice should the consultant use to refocus the meeting and stay on topic?

A. Tell key stakeholders that the team is focused on other ideas.

Remind the team of the purpose and scope of this project.

C Incorporate the new ideas into the solution design.

D Invite only the subject matter experts to subsequent workshops.

22 of 65. 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?

A. Create Opportunity Teams to manage Tasks.

B. Leave the Task's 'Assigned To' field blank..

C. Use workflows to create a Task for each team member.

D.Assign Tasks to a queue to share work efficiently.


23 of 65. Cloud Kicks plans to integrate its email system with Salesforce, and wants to show
the last 2 months of email activity to its 75 sales reps.

What should a consultant recommend to meet this requirement?

A.

Sales Cloud Einstein

Einstein Activity Capture Standard

C. Email to Salesforce

D. Sales Cloud Console

24 of 65. Cloud Kicks (CK) has a custom object, Project_c, that has a lookup relationship to
the Opportunity object. The CK project manager has requested a report that includes both
Project c and Opportunity data.

What should the consultant use to include data from both the Project c and Opportunity
objects in one report?

A Matrix reports

8. Junction reports

C. Cross-object filters

D Custom report types

25 of 65. Universal Containers compensates its sales team based on their achievement of
the company's sales revenue goals. The sales ops team needs to track the sales reps'
performance against these goals.

How should the consultant meet the requirement?

A. Build automation to aggregate and report on revenue attainment from the User object.

B. Construct Opportunity Reports with custom formulas to show attainment.

C. Configure sales quotas and compare quota attainment on the forecast.

D. Configure custom objects and use automation to calculate and store attainment.
26 of 65. The VP of sales at Cloud Kicks wants to know the percentage of opportunities in a
certain stage that were eventually closed won.

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

Choose 2 answers

A. Create a roll-up summary formula.

B Update a custom field using automation.

Enable Feed Tracking.

D. Create a report and dashboard.

27 of 65. Cloud Kicks requires its sales reps to go through an intonal certification process on
my Trailhead before they can add specific groups of Products to Opportunities.

Which two solutions should be used to validate that sales reps have completed the
myTrailhead badge?

Choose 2 answers

A. Use a validation rule on Products marked as requiring the my Trailhead badge to prevent
those Products from being added to an Opportunity.

B. Use a validation rule on Opportunity Products to prevent a sales rep from adding
Products marked as requiring the myTrailhead

badge if the rep has yet to complete the badge.

C. Use a separate price book for the Products requiring the my Trailhead badge and only
share the price book with sales reps who have completed the badge.

D. Use a Process Builder process on Products marked as requiring the myTrailhead badge to
automatically share the Products with sales reps who have completed the

28 of 65. The sales team at Cloud Kicks has roughly 100 member. The sales director has
requested that newly created reports be shared with the sales team.

How should the consultant efficiently share these reports?

A Create a Report folder, add members in a specific Profile, and share the Report folder.
Create a Report folder, add members in a specific Role, and share the Report folder.
Create a Report folder, add members to a Private Group, and share the Report folder
Create a Report folder, add members in a specific Queue, and share the Report folder.
29 of 65. The Cloud Kicks team needs to quickly look up contacts, accounts, and
opportunities and easily log calls from their mobile phones. Due to limited coverage in
certain geographic areas, the team wants access to customer information while out of the
office and when they are without an internet connection.

Which two steps should the consultant recommend?

Choose 2 answers

Download the Salesforce mobile app.

Enable Mobile SDK.

C Enable Salesforce Inbox.

●D Enable caching and Offline Edit

30 of 65. Cloud Kicks (CK) uses a custom object named GumShoe e GumShoe_c is the child
in a master-detail relationship with the Opportunity object. Staff members use this object to
create requests for supporting research. CK wants to easily generate new GumShoe c
records from staff phones by using the Salesforce mobile app.

What should a consultant recommend to meet the requirements?

A. Create a Quick Action.

B. Create a Lightning component for mobile.

C.Create a custom hyperlink to a related list.

D. Create a custom Process Builder process.

31 of 65. The Cloud Kicks (CK) sales team works with two different types of leads:
distributors and retailers. CK's management wants the sales team to follow two different
lead qualification processes before converting the lead into an opportunity.

Which three actions should a consultant recommend to meet this requirement?

Choose 3 answers

A Create distributor and retailer lead record types.


B.Add leads to different campaigns based on lead type.

C Create Status picklist values specific to each lead type.

D Create retailer and distributor lead processes.

E. Create a new profile and only assign one lead record type to it.

32 of 65. Cloud Kicks wants to implement team selling to share differing levels of access to
Accounts and associated records, such as opportunities, contracts, and cases, based on
team member responsibilities.

Which capability should the consultant recommend?

A. Role hierarchy

B. Account Teams
C. Opportunity Teams

D. Sharing rules

33 of 65.

Which metrics should the consultant analyze to determine the success of this goal?

A. Total number of Leads by source

B. Total number of Leads created by a Sales Rep

C. Lead to Opportunity Conversion Rate

D. Lead to Quote Conversion Rate

34 of 65. Multiple sales reps work together to close opportunities at Cloud Kicks.
Management needs to know how much credit each sales rep receives on opportunities they
close to maintain accurate quota reports.

Which solution should a consultant recommend to meet the requirement?

A Enable Opportunity Team Selling and create a report grouped by Opportunity team
member.
8. Create custom fields on the Opportunity object for sales reps to enter a credit
percentage.

C Set the organization-wide sharing default for the Opportunity object to Private.

Enable Opportunity Splits and add the Opportunity Splits related list to Opportunity page
layouts.

35 of 65. Cloud Kicks has a requirement to measure end user adoption and data quality in
Satel orce.

Which solution should the consultant recommend?

A. Einstein Conversation Insights

Tableau custom dashboard

C Adoption & Data Quality Dashboards Pack

D Salesforce Surveys

36 of 65. A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that
has a public sharing model for Accounts. Different sales reps own local Accounts that create
a multi-level Account Hierarchy. CK needs to see the total number of closed won
opportunities and the revenue value for all Accounts in the hierarchy when viewing a parent
Account.

Which recommendation meets this requirement?

A. Use the View Account Hierarchy option and include a custom Roll-Up Summary field with
the total value of won Opportunities in the displayed columns.

B.Create a Roll-Up Summary field on the parent Account with the total value of won
Opportunities from the child Accounts.

Configure an after-save flow to update a custom field on the parent Account with the total
value of won Opportunities from the child Accounts

D. Create a workflow rule to update the custom field on the parent Account with the total
value of won Opportunities from the child Accounts.
37 of 65. A Cloud Kicks sales team based in the U.S. wants to grow market share in Australia.
The company has multi-currency enabled and has added. the Australian Dollar as an
available currency.

How should the consultant allow the sales team to report on Australian deal values in U.S.
Dollars (USD)?

A. Enable parenthetical currency conversion.

B. Create a formula field to perform a currency calculation.

Use USD for Australian Opportunity currencies.

D. Set each sales user's default currency to the Australian Dollar.

38 of 65. The sales director of retail products at Cloud Kicks wants to allow cloning of orders
to help sales reps process repetitive orders:

What are two guidelines to consider when cloning an order with products?

Choose 2 answers

A. A cloned order must be associated with the same contract as the original order.

B. A cloned order's start date must fall between the associated contract's start and end
dates.

C. A new order's currency or price book will remain the same if the original order has
products

D. The admin will be able to set up which fields can be cloned to a new order

39 of 65. Sales stages are shared between sales methodologies at Cloud Kicks. There are
three product lines with unique sales methodologies. A few sales stages overlap between
the three product lines.

Which two recommendations should the consultant make?

Choose 2 answers

A. Three sets of opportunity stages

B.

One set of opportunity stages


Three record types

D. One record type

40 of 65. Cloud Kicks sales reps want to see all of their current opportunities, and the full
details, with a minimal amount of navigation or clicks to cycle through them.

Which functionality should the consultant recommend?

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

B. Construct a new Sales Console app including opportunities.

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

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

42 of 65. The sales manager at a company has noticed that sales teams are having trouble
understanding who should own an Opportunity. Sales teams base their sales Opportunities
on assignments to specific ZIP codes.

Which solution should the consultant recommend?

A Sales Cloud Einstein

Sharing Rules

C Account Teams

D. Territory Management

41 of 65. Cloud Kicks needs to associate some Contacts with many Accounts. Which solution
should a consultant recommend to meet this requirement?

A.Add a custom Account lookup field on the Contact.

B.Use the Contact to Multiple Accounts feature.

C. Add Contact to the partners related list on other Accounts,

D. Use the Contact roles related list on Accounts.


43 of 65. The Asia Pacific and Japanese sales teams from Cloud Kicks have requested
separate report folders for each region. The VP of sales needs access to both report folders
in one place to find reports for all of the regions, and wants to retain visibility of the reports
in each folder.

What should the consultant recommend to meet the requirement?

A. Create all new regional folders and move the reports to the respective region folder with
subscribe access.

B. C Create all new regional folders and move the reports to the respective region folder
with viewer access.

Create grouped folders, keeping the top region folder sharing settings and limiting the
sharing settings for the grouped folders.

D. Create subfolders and give access to the root folder, keeping the top region folder sharing
settings.

44 of 65. Access to opportunities at Cloud Kicks should be restricted. Sales users should only
have access to two categories of opportunities: opportunities they own, and opportunities
that are tied to accounts they own.

What are two actions a consultant can take to meet the requirement?

Choose 2 answers

A. Set Territory Management to grant Read access to opportunities owned by others.

B. Set opportunity access on the role to View All opportunities associated with their
accounts.

C. Set organization-wide defaults for opportunities to Public Read-Only.

D. Set organization-wide defaults for opportunities to Private.

45 of 65. The Universal Containers management team wants to help sales reps determine
the right time to contact prospects.

What should the consultant recommend to meet the requirement?

A. Implement Sales Dialer and begin cold calling leads to request availability.

B. Create a formula field to determine the prospect's time zone.


C. Configure Einstein Lead Scoring to determine the best time to make contact.

D. Enable Email Tracking with reporting and activity timeline.

47 of 65. Sales managers at Cloud Kicks have noticed that information in some opportunity
reports is incomplete. A consultant has performed an analysis and determined that
opportunity stage reports often lack key information that sales managers expect at each
stage because sales reps have yet to enter the data.

What should the consultant recommend so opportunity stage reports always contain the
data managers expect?

A. Configure Path by checking the Key Field Required checkbox.

B. Customize Path and create validation rules dependent on stages.

C. Mark the fields as required on the Page layout.

D. Create an Autolaunched flow to determine if required fields are missing.

48 of 65.

The sales manager at Cloud Kicks has proposed that the consultant hold one large Discovery
meeting with 250 employees who use Salesforce currently to gain information to improve
adoption.

What are the three efficient approaches the consultant could recommend to the sales
manager?

Choose 3 answers

Meet with a large group of employees to listen to their feedback.

B. Ask management to select which employees should participate in sessions.

Send a survey to all employees asking for a list of desired changes.

D Ask all employees to email their ideas and feedback to the consultant.

F. Arrange multiple sessions with small groups of employees.


49 of 65. 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 to meet this requirement?

A. Create one Dashboard folder for all regional sales teams and one Dashboard folder for
the leadership team

B. Create one Dashboard folder for all regions for sales and leadership teams with View
access

C. Create region-based sales groups, one leadership group, and one Dashboard folder with
View access.

D. Create Dashboard folders for each regional sales team and one Dashboard folder for the
leadership team.

50 of 65.

Sales reps at Cloud Kicks are spending too much time coordinating meetings with
prospective clients.

Which solution should a consultant recommend to schedule meetings more efficiently?

A. Utilize the Insert Availability feature in Salesforce Inbox.

B. Create a site that clients can access to schedule meetings.

C Share the sales reps Salesforce calendar with clients.

D. Ask clients to share their Outlook calendars.

51 of 65. Cloud Kicks has requested a Statement of Work (SOW) that clearly states who will
train users on new features and how the training will be delivered.

Which two sections of a SOW should the consultant discuss further with Cloud Kicks to meet
the requirement?

Choose 2 answers
A. Background
B. Terms and Conditions
C. Approach
D. Scope
53 of 65. Sometimes, sales reps need to create contacts without accounts based on business
processes.

What should the consultant take into consideration about these contacts?

A. Contacts without accounts need to be shared through sharing rules.

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

C. Contacts without accounts ted to be manually shared.

D.Contacts without accounts are shared through the Role Hierarchy.

54 of 65. Cloud Kicks has 300,000 account records and 16 million invoices in a custom object
with a master-detail relationship to the Account. Each account record takes a long time to
display due to the rendering time of the invoice related list.

What should the consultant do to solve this issue?

A Move the invoice related list to a separate tab on the Lightning page.

B.Enable Collapsible Sections for the invoice related list.

C.Convert the Invoice object into a lookup relationship.

D.Batable indexing on all visible fields on the invoice related list

55 of 65. The Universal Containers sales team wants to easily show Account relationships to
its sales reps and report on these relationships.

Which two considerations should the consultant take into account?

Choose 2 answers

A. Accounts can be organized into different divisions based on specific criteria.

Account relationships are visible from Person Account records.

C. Account Hierarchy displays only the Accounts users have Read permission to view.

D. A Person Account can be either a parent or child in the Account Hierarchy.


56 of 65. A consultant has successfully deployed Sales Cloud at Cloud Kicks.

What is the final step in completing an engagement?

A. Measure adoption

B. Perform testing

C. Deploy solution

D.Hand over documentation

57 of 65 Universal Containers has implemented Salesforce for all of its sales associates. All
sales associates are required to select the win or loss status on every closed Opportunity.
Managers like to measure the win ratio for all of the sales associates.

How should a consultant meet the requirement?

A. Build a custom Lightning component to show the win ratio based on won Opportunities.

B. Create a custom formula field on Oppotunity to capture the win ratio for Opportunities.

C. Ensure that all managers have access to the standard Win/Loss report.

D. Build a custom report on Opportunity with custom summary formulas to show win/loss
ratio.

58 of 65. Cloud Kicks (CK) is migrating Account and Contact information from a legacy CRM
system into Salesforce using Data Loader Accounts in the Ingacy system have a unique to
field that is used to relate Contacts to Accounts in the legacy system. CK wants to
automatically match these Contacts to the relevant Accounts when loading the Contacts to
Salesforce

What should a consultant recommend to meet the requirement

A Create Master Detat on Kooract

Create Master-Detall on Account.

C Create External ID on Contact

Create Extenal ID Account.


59 of 65. 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?

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.

60 of 65.

Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK
wants to deploy Collaborative Forecasting to all sales users.

Which two statements should a consultant consider when enabling forecasting?

Choose 2 answers

The Forecast tab should be visible to easily view the forecasts.

Multiple Forecast Types must be created and activated.

A Single Category or Cumulative Forecast Rollup should be defined.

Opportunity Splits must be enabled at the same time.

61 of 65. A consultant has completed the Build and Validate phases of a Sales Cloud
implementation at Cloud Kicks.

Which step should the consultant complete next?

A. Complete a post-mortem.

B. Sign off on the statement of work.

C Upgrade to the latest Salesforce Release.

D. Deliver training.
62 of 65. Cloud Kicks wants sales reps to share key documents directly with customers
without setting up a Community.

Which Salesforce feature satisfies this requirement?

A. Report Subscriptions

B. Chatter links

C. Email templates

D. CRM Content

64 of 65. Cloud Kicks' (CK) marketing department is migrating from its email campaign and
management system to Salesforce. The marketing admi wants to ensure that CK's email
templates are retained.

Which two solutions should a consultant recommend for a successful migration?

Choose 2 answers

Enable Email Import and use the Import Wizard.

Create an email template change set or use the Lightning Platform.

Manually recreate the email and mail merge templates in Salesforce.

Import email templates with the Data Loader.

63 of 65. The admin at Universal Containers has been getting complaints from sales reps
about duplicate Leads within Salesforce. The admin has already set up a matching rule for
Leads.

What should the consultant recommend to resolve the issue?

Change the criteria for the standard Lead matching rule.

Change the criteria for the standard Contact matching rule.

C. Confirm the custom matching rule is activated.

D. Confirm the standard matching rule is inactivated.


65 of 65. Northern Trail Outfitters has created a Complaints custom object related to
Accounts. Due to the sensitive nature of these records, the object's visibility has been set to
Private. A dedicated subset of support users who will work on these items has been added
to a Complaints Specialist public group. Only users within the Complaints Specialist public
group should be able to view and edit any Complaint record

Which two options should a consultant recommend to meet the requirements?

Choose 2 answers

Uncheck the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints
object.

B. Create a criteria-based sharing rule that grants Read/Write access to the Complaints
Specialist public group.

Set the Complaint object's default visibility to allow only the users in the Complaints
Specialist public group to access the

records. Use Apex managed sharing to grant record access to users in the Complaints
Specialist public group and restrict manager

visibility

46 of 65. Cloud Kicks has enabled territory forecasts to see how expected revenue compares
between sales territories, and to determine which territory has closed the most deals in a
month. The territory hierarchy has three branches with child territories, where forecast
managers may be assigned to a few of them. AB

Which two actions can forecast managers perform?

Choose 2 answers

A Share the forecast with any Salesforce user

View the territory forecasts as a single-page summary

C Add a Forecasts tab to the Sales app.

D. Add territory forecast to the hierarchy.


52 of 65. Cloud Kicks is running a campaign for the Shoe of the Month club. Sales
management wants to use Campaign Influence features with Opportunities to attribute a
percentage of success to influential campaigns.

Which feature will allow for revenue share with standard and custom attribution models?

Use sharing rules to give access to Campaign members.

8. Use Customizable Campaign Influence for reporting.

C Create a formula field to track Campaign Influence.

Create a reporting snapshot for Campaigns.


1 of 65. Cloud Kicks (CK) recently finished a redeployment of its Lightning pages. CK users report that
Lightning pages are loading slowly, CX management wants to consider the impact this has on
adoption.

Which two tools should the consultant recommend that CK use to evaluate Lightning pages?

Choose 2 answers

A Lightning Usage App

B. Guidance for App Builder

C. Performance Analysis for App Builder

D. Real-Time Event Monitoring

2 of 65. Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director
is requesting detailed roll-up forecast for territories.

Which two recommendations should the consultant make?

Choose 2 answers

A Include the Forecast Manager field on the Opportunity page layout.

B Include the Forecast Manager field on the Territory page layout.

C. Assign a role for each manager in the user mole hierarchy

D. Assign a forecast-enabled forecast manager to each territory

3 of 65. Cloud Kicks uses Salesforce in Lightning Experience to manage business Accounts and Person
Accounts. The sales director wants to associate Person Accounts to business Accounts and/or
Contacts.

Which Salesforce feature should the consultant recommend to meet these requirements?

A.Create a custom lookup from Accents to Contacts.

B. Use the Contacts to Multiple Accounts feature

C. Create a reverse lookup from Contacts to Accounts.

D.Use a junction object between Accounts and Contacts.

4 of 65. Universal Containers is migrating data from a legacy system into Salesforce.

Which two considerations should a consultant take into account when importing Campaign
Members?

Choose 2 answers

A. Leads, Contacts, and Business Accounts can be Campaign Members.


B. The Marketing User feature license must be assigned,
C. The Status of the Campaign Member is optional
D. The Campaign ID is required in the import file.
5 of 65. Sales operations managers are reporting a higher number of Activities than is accurate for t
viewing reports, managers see Activities related to Opportunities and Accounts only for their team.
Howeve Activity records related to Campaigns appear in all of the reports, regardless of which sales
team should get credit for them. Enterprise Territory Management and role hierarchies are used.

Why are Campaign Activities for all teams visible in reports viewed by sales operations managers?

A. Apex managed sharing is used to control the visibility of Activities related to Accounts
B. The sales operations managers are given Read access to the Campaign object in their profile.
C. The Organization-Wide Default for Campaigns is set to Public Read-Only
D. The Organization-wide Default for Accounts is set to Private

6 of 65. Multiple sales reps work together to close opportunities at Cloud Kicks. Management needs
to know how much credit each sales rep receives on opportunities they close to maintain accurate
quote reports.

Which solution should a consultant recommend to meet the requirement?

A. Set the organization-wide sharing default for the Opportunity object to Private.
B. Enable Opportunity Splits and add the Opportunity Splits related list to Opportunity page
layouts.
C. Enable Opportunity Team Selling and create a report grouped by Opportunity team member
D. Create custom fields on the Opportunity object for sales reps to enter a credit percentage

7 of 65. The sales team at Cloud Kicks has been late meeting deadlines on a specific project and has
missed multiple project meetings.

What should the consultant recommend to the project manager?

A. Write a solution design and obtain approval.


B. Validate that the statement of work (SOW) is realistic.
C. Educate the customer on scope and risk management
D. Revisit the communication plan and set up more frequent check-ins.

8 of 65. Cloud Kicks has 300.000 account records and 16 million invoices in a custom object with a
master-detal relationship to the Account. Each account record takes a long time to display due to
the rendering time of the Invoice related list.

What should the consultant do to solve this issue

A. Convert the Invoice object into a lookup relationship,


B. Enable Collapsible Sections for the invoice related list.
C. Move the invoice related list to a separate tab on the Lightning page.
D. DO Enable indexing on all visible fields on the invoice related list

9 of 65.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?

A. Forecast Accuracy
B. Activity Tracking
C. Renewal Rate
D. Close Rate
10 of 65. The VP of sales at Cloud Kicks wants to know the percentage of opportunities in a certain
stage that were eventually closed won.

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

Choose 2 answers

A. Create a report and dashboard.


B. Enable Feed Tracking.
C. Update a custom field using automation
D. Create a roll-up summary formula.

11 of 65. Universal Containers recently implemented Sales Cloud. Stakeholders want insights into
how logging interactions with customers impacts the number of won sales deals.

Which report should the consultant create to meet the requirement?

A. Closed Won Opportunities with Activities


B. Closed Won Opportunities with Recommendations
C. Closed Won Opportunities by the sales team
D. Closed Won Opportunities by Account

12 of 65. Cloud Kicks (CK) wants to implement sharing rules.

Which three considerations should the consultant explain to CK?

Choose 3 answers

A. Sharing rules apply only to new records that meet the definition of the source data set.
B. Organization:wide defaults must be Public Read Only or Private to create sharing rules.
C. When multiple sharing rules are assigned, the user is assigned the least restrictive access.
D. When a sharing rule is deleted, the sharing access created by that rule must be manually
removed.
E. CK can expend access beyond me organization-wide default levels with sharing rules.

13 of 65. Cloud Kicks is preparing to deploy its configurations. The chosen release date is during a
Salesforce Release window. The current configuration is in a Non-preview Sandbox.

Which two strategies should a consultant recommend?

Choose 2 answers

A. Test new configurations in a Non-preview Sandbox.


B. Test new configurations in a Preview Sandbox.
C. Deploy after the Salesforce Release.
D. Deploy before the Salesforce Release

14 of 65. A sales rep at Cloud Kicks must have access to all child Accounts of the Accounts they own.
The organization-w default setting for Account is Private.

What happens if a sales rep has access to a parent Accwunt?

A. Access to child Account records will need to be manually added.


B. The sales rep will have access to child Account records.
C. The sales rep will have access to all Accounts if Grant Access using Hierarchies enabled.
D. Access can be granted by setting up a sharing rule via Account Hierarchy

15 of 65. Cloud Kicks' (CK) marketing department is migrating from its email campaign and
management system to Salesforce. The marketing admin wants to ensure that CK's email templates
are retained.

Which two solutions should a consultant recommend for a successful migration?

Choose 2 answers

A. Import email templates with the Data Loader.


B. Create an email template change set or use the Lightning Platform.
C. Manually recreate the email and mail merge templates in Salesforce.
D. Enable Email Import and use the Import Wizard.

16 of 65. Cloud Kicks needs to forecast monthly business deals that close as well as open
opportunities on a weekly basis. The VP of sales asks the business analyst to review how the sales
funnel is changing month over month.

Which two actions should the consultant take to meet this requirement?

Choose 2 answers

A. Create a custom object to store the results in


B. Configure a report snapshot to run weekly.
C. Configure a report snapshot to run daily
D. Schedule a custom forecast report to run weekly.

17 of 65. Cloud Kicks has a large remote sales department working in many different locations.
Management wants greater visibility into the opportunities in progress with their respective teams.
They also want to receive email alerts when opportunities reach key metrics (0.9.. stage progression)
or a high probability. However, they want to control the frequency of their email alerts.

Which solution should a consultant recommend?

A. Define a workflow rule and email task that is triggered when the stage is updated to new
values.
B. Create a report filtering for the desired criteria, and allow managers to subscribe to the
report.
C. Subscribe to Chatter Feed Tracking to receive updates for the key metrics.
D. Configure Outlook Integration email settings to control alert frequency.

18 of 65. 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 to meet the requirement?

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

19 of 65. Cloud Kicks has hired a consultant to help with its initial Salesforce implementation,
Which three steps should the consultant take to help Cloud Kicks get Salesforce up and running?

Choose 3 answers

A. Define KPIs.
B. Finalize integrations.
C. Define company vision,
D. Analyze competitors
E. Prioritize goals.

20 of 65. During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new system,
which is impacting adoption.

How should the consultant avoid this issue in the future?

A. Conduct a Beta review during the Validate phase


B. Develop test scripts during the Plan phase.
C. Design a solution during the Build phase.
D. Gain buy-in during the Analyze phase

21 of 55. Cloud Kicks (CK) wants to ensure Opportunities are associated with the relevant marketing
Campaign. In the past, CK has struggled to evaluate marketing Campaign ROI.

Which process improvement should the consultant recommend?

A. Validate that the Primary Campaign Source field on Opportunity records is populated.
B. Ensure the Opportunity is associated with an Account record.
C. Ensure the Type field on Opportunities reflects the Campaign source
D. Leverage the Probability) field on Opportunities to forecast revenue.

22 of 65. After a project deployment, several bugs are identified by end users and prioritized by
project team.

What are two ways a consultant should resolve these issues?

Choose 2 answers

A. Build out issue resolution release in the production environment


B. Perform user acceptance testing (UAT) in the appropriate development sandbox.
C. Build out issue resolution release in the appropriate development sandbox.
D. Perform user acceptance testing (UAT) in a Full sandbox.

23 of 65. Sometimes, sales reps need to create contacts without accounts based on business
processes.

What should the consultant take into consideration about these contacts?

A. Contacts without accounts need to be shared through sharing rules.


B. Contacts without accounts are shared through the Role Hierarchy.
C. Contacts without accounts need to be manually shared.
D. Contacts without accounts are private and only the owner and admin can view them.
24 of 65. Cloud Kicks wants sales reps to share key documents directly with customers without
setting up an Experience Cloud site.

Which Salesforce feature satisfies this requirement?

A. Email templates

B. Chatter links

C. Report Subscriptions

D. CRM Content

25 of 65. To properly plan for company growth, Cloud Kicks needs to forecast monthly revenue
projections from the sales of its annual subscription service.

What should the consultant configure to meet this requirement?

A. Opportunity products with monthly product Schedules


B. Opportunity dashboard showing products sold each month
C. Opportunity products with formula fields for each month's value
D. Opportunity dashboard showing opportunities closed each month

26 of 65. Cloud Kicks want to track different detalls for trade shows and customer webinars.

Which capability enables the use of custom fields, contextual validation rules, and varied layouts?

A. Campaign Hierarchies

B. Parent Campaigns

C. Custom Picklist

D. Record Types

27 of 65. Cloud Kicks (CK) frequently has multiple sales reps who collaborate on an opportunity. CK
needs Salesforce allocate credit to each sales rep to track against a sales quota.

Which Salesforce feature should the consultant use to meet this requirement?

A. Collaborative Forecasting
B. Custom Metadata
C. Opportunity Splits
D. Sales Analytics

28 of 65. Cloud Kicks (CK) uses a custom object named GumShoe_c. Gumshoe_c is the child in a
master-detail relationship with the Opportunity object. Staff members use this object to create
requests for supporting research. CK wants to easily generate new Gumshoe c records from staff
phones by using the Salesforce mobile app.

What should a consultant recommend to meet the requirements?

A. Create a custom hyperlink to a related list


B. Create a custom Process Builder process.
C. Create a Quick Action.
D. Create a Lightning component for mobile
29 of 65. 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?

A. Revenue splits are required in order to use overlay splits.


B. Overlay splits can be assigned to any user with the appropriate profile.
C. Revenue splits allocated on an Opportunity can total any percentage.
D. Overlay spilts allocated on an Opportunity can total any percentage.

30 of 65. During the Discovery phase of a Sales Cloud Implementation, which three steps should a
consultant complete to

prepare for a successful engagement?

Choose 3 answers

A. Define sales processes.


B. Establish project goals.
C. Create implementation plan.
D. Define success metrics.
E. Set project milestones

31 of 65. Which two use cases will protect the integrity of order data with activation limitations?

Chose 2 answers

A. New Products can be added to active orders.


B. Multiple reduction orders can be created for a single order.
C. Products can be removed from active reduction orders.
D. Orders can be activated only if they include a Product.

32 of 65. Universal Containers (UC) wants to make it easier for sales reps to log their customer
interactions, such as emails and events, directly from their email and calendar applications, UC
wants to report on these activities in Salesforce.

Which two actions should the consultant recommend?

Choose 2 answers

A. Implement Inbox to sync Outlook or Gmail calendar events.


B. Report on contact data as it exists in Outlook or Gmail,
C. Log emails to records in Salesforce from Outlook or Gmall
D. Sync events between Outlook or Gmail calendars and Salesforce.

33 of 65. The enterprise architect for Cloud Kicks wants to understand how objects in Sales Cloud are
connected to another.

Which two approaches should a consultant use to help the architect?

Choose 2 answers

A. Obtain an export of object data from the current system.


B. Use Schema Builder to show a visual of related objects
C. Review the Object Manager tab in Setup with the customer.
D. Explain the types of object relationships in Salesforce

34 of 65.A sales manager for one of Cloud Kicks sales territories is unable to see a forecast for the
current quarter

How should the consultant resolve this issue?

A. Select the correct forecast on the sales manager's user record.


B. Add the sales manager to the Forecasting public group.
C. Set the sales manager as the Forecast Manager for this territory.
D. Configure the date filter on the forecast and assign it to the sales manager

35 of 65. Cloud Kicks (CK) maintains products and price books on an external platform due to the
high frequency of pricing changes to products. CK has a 826 license. Sales managers want to monitor
pipeline by sales rep and territory, report on team revenue to goal, and view order status in
Salesforce.

What are two actions the consultant should take to meet the requirements?

Choose 2 answers

A. Use opportunities and enable Forecasts,


B. Enable Optional Price Books for Orders.
C. Import products and price books from the external platform.
D. Implement Opportunity Teams and Opportunity Splits

36 of 65. Cloud Kicks (CK) has a custom object, Project c, that has a lookup relationship to the
Opportunity object. The CK project manager has requested a report that includes both Project_c and
Opportunity date.

What should the consultant use to include data from both the Projectc and Opportunity objects in
one report?

A. Custom report types


B. Matrix reports
C. Junction reports
D. Cross-object filters

37 of 65. The operations manager wants to synchronize Cloud Kicks' customer list from its back
office systems with Salesforce.

What is the first step the consultant should recommend to ensure data Integrity?

A. Create an External ID field on the Account object.


B. Create a web service connection between the Salesforce Instance and the back office system
C. Create an Apex trigger to exchange data between the Salesforce instance and the back offor
system.
D. Create a unique ID field on the Opportunity object.
38 of 65. At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK
wants to ensure that the assigned sales ops specialist and sales engineer have access to the correct
Accounts. The organization wide defaults (OWD) for Contact are set to 'Controlled by Parent.

Which solution should the consultant recommend to meet this requirement?

A. Change the Contact OWD to Private and create sharing rules to grant vipbility.
B. Use Apex Managed Sharing to automatically share any new Contacts
C. Add the Sharing button to the page layout so sales reps can share Contacts as needed
D. Set up Account Teams with defaults for each sales rap

39 of 65. The sales director of retall products at Cloud Kicks wants to allow cloning of orders to help
sales reps process repetitive orders.

What are two guidelines to consider when cloning an order with products?

Choose 2 answers

A. The admin will be able to set up which fields can be cloned to a new order.
B. A cloned order must be associated with the same contract as the original order.
C. A new order's currency or price book will remain the same if the original order has products.
D. A cloned order's start date must fall between the associated contract's start and end

40 of 65. Cloud Kicks needs to set sales quotes for all sales reps.

which three solutions should the consultant consider?

Choose 3 answers

A. Use the API.


B. Assign Quota values by profile.
C. Use Data Loader,
D. Enable Forecast Quotes from Setup.
E. Use the Data Import Wizard.

41 of 65.

The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or
contract detalis for created order.

Which two conditions should the consultant consider to meet this requirement?

Choose 2 answers

A. The order associated with the account should be in draft status.


B. The contract associated with the order is associated with the new account.
C. The price book associated with the order is associated with the new account.
D. The currency associated with the order can be different from the new contract.

42 of 65. The Cloud Kicks sales team needs to utilize the Salesforce mobile app feature to view,
create, or update opportunities, but the Internet is unavailable on their Android and iOS mobile
devices

Which two ections should the consultant recommend to work around the issue?
Choose 2 answers

A. Enable the system permission to store offline data in Salesforce.


B. Enable caching in Salesforce.
C. Enable offline create, edit, and delete in Salesforce
D. Enable the connect offline feature in Salesforce.

43 of 65. Cloud Kicks is launching an outbound sales campaign to identify potential prospects for its
new product. The marketing team has sourced a list of leads for each territory. Cloud Kicks wants to
use Salesforce for these tasks:

1. Call center agents call the leads on the list.

2. Agents capture notes from the conversation.

3. Salesforce will automatically present the next lead in the list.

4. Agents should leave a voicemail if the customer is unavailable.

5. Agents call the customers back who were unavailable.

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

Which Salesforce product should the consultant recommend?"

A. Salesforce Sales Cloud


B. Salesforce High Velocity Sales
C. Salesforce native CTI Connector
D. Salesforce Service Cloud

44 of 65. The Universal Containers management team wants to help sales reps determine the right
time to contact prospects.

What should the consultant recommend to meet the requirement?

A. Implement Sales Dialer and begin cold calling leads to request availability.
B. Create a formula field to determine the prospect's time zone.
C. Configure Einstein Lead Scoring to determine the best time to make contact
D. Enable Email Tracking with sporting and activity timeline.

45 of 65. Sales reps at Cloud Kicks (CK) often receive important customer emails they want to record
as activities related to contacts in Salesforce. CK has Office 365, as well as a policy that prevents
users from installing anything directly on their computers

Which solution should a consultant recommend to meet this requirement?

A. Salesforce Console for Sales


B. Lighting Console for Sales
C. Einstein Activity Capture
D. Salesforce for Outlook

46 of 65. Cloud Kicks has purchased a list of leads and wants sales reps to contact and measure the
return on investment (ROI) of the purchased list.
Which solution should the consultant recommend?

A. Create a Campaign, Import the list as Leads, and add them to the Campaign,
B. Import the list as new Leads and update the Lead Source to "Purchased Lead."
C. Import the list as new Leads using the Data Import Wizard.
D. Create a new custom object to import purchased Leads

47 of 65. Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud
Einstein to pilot users. The pilot users are unable to view the Lead Score field on the Lead record
page.

Which two steps should the consultant take to fix this issue?

Choose 2 answers

A. Add the Lead Score field to the Lead List View.


B. Add the Lead Score field to the Lead Page layout.
C. Assign the Sales Cloud Einstein permission set
D. Assign the Einstein Lead Scoring permission set.

48 of 65. The Cloud Kicks (CK) sales team-works with two different types of leads: distributors and
retailers, C's management wants the sales team to follow two different lead qualification processes
before converting the lead into an opportunity.

Which three actions should a consultant recommend to meet this requirement?

Choose 3 answers

A. Create retailer and distributor lead processes.


B. Create Status picklist values specific to each end type,
C. Create a new profile and only assign one lead record type to it
D. Create distributor and retailer lead record types
E. Add leads to different campaigns based on lean type

49 of 65. During the requirements gathering workshops at Cloud Kicks, the project team and subject
matter experts bring up new ideas to incorporate into the current project.

Which best practice should the consultant use to refocus the meeting and stay on topic?

A. Tell key stakeholders that the team is focused on other ideas.


B. Invite only the subject matter experts to subsequent workshops.
C. Remind the team of the purpose and scope of this project
D. Incorporate the new ideas into the solution design

50 of 65. Cloud Kicks (CK) hired a consultant to analyze its Salesforce forecasting configuration and
advise CK on how to improve it. The consultant found opportunities in the Value Proposition stage
showed up in Collaborative Forecasting Inconsistently, which led to Inaccurate reporting.

What should the consultant recommend to ensure that opportunities show up consistantly?

A. Map opportunity stages to the Forecast Category,


B. Change the Forecast Report to include Forecast Category
C. Make the Forecast Category a required field.
D. Add a validation rule to the Forecast Category
51 of 65. Cloud Kicks has a requirement to measure end user adoption and data quality in Salesforce.

Which solution should the consultant recommend?

A. Tableau custom dashboard


B. Einstein Conversation Insights
C. Adoption & Date Quality Dashboards Pac
D. Salesforce Surveys

52 of 65. The project is almost finished, and now it's time to test the changes and updates that have
been made before golive. A Partial or Full Sandbox is unavailable.

How should the consultant recommend testing be conducted?

A. Create test Accounts and Opportunities in Production and as-volunteers to test it with use
cases.
B. Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases.
C. Create a new Developer Edition org, populate it with data, and ask volunteers to test it with
use cases.
D. Create a new Sandbox and ask volunteers to test it with use cases

53 of 65. Universal Containers is creating a new program to allow customers to pay for farge orders
over the course of 1 to 3 years in monthly instaliments 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 to meet the requirement?

A. Create a Process Builder to create an Order for each installment payment


B. Use Revenue Schedules to capture installment payment plan details for each Product
C. Add a custom field to the Quotes object to capture the number of installments.
D. Set the default quantities to 12, 24, and 36 in a new Price Book for instaliment sales.

54 of 65. During the last requirements meeting. Cloud Kicks team members said they will be taking
the next week off to attend a conference.

What should a consultent do in response to this news?

A. Ask the client to sign off on-requirements and start the build
B. Update the project plan and communicate it to stakeholders.
C. Set up two requirements workshops for the following week
D. Update the solution design while the team is out of the office

55 of 65. Cloud Kicks has the goal of generating high-quality leads by Implementing Sales Cloud.

Which metrics should the consultant analyze to determine the success of this goal?

A. Total number of Leads created by a Sales Rep


B. Lead to Opportunity Conversion Rate
C. Total number of Leads by source
D. Lead to Quote Conversion Rate
56 of 65. Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account's
discount field. CK sales reps are located in different regions and use different currencies. A
consultant creates a custom formula flaid on the Opportunity.

which currency will the custom formula use for its value if the opportunity and account records have
different currencies?

A. Opportunity currency
B. Corporate currency
C. Account currency
D. User currency

57 of 65. 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 actions can Sales Rep A allow Sales Rep B to do when Account Teams are enabled and
used for this account?

Choose 2 answers

A. View the account and keep activities private.


B. Edit all opportunities on the account
C. Grant Read access on the accounts cases.
D. View one of the opportunities on the account

58 of 65. Cloud Kicks wants to enable representatives to view the individual team member's split
percentage, where the split percentage is less than 100% of the revenue amount.

Which attribution method should the consultant recommend?

A. Opportunity Currency field


B. Opportunity Revenue Split
C. Opportunity Overlay Split
D. Opportunity Percent field

59 of 65.Cloud Kicks has requested a Statement of Work (SOW) that clearly states who will train
users on new features and how the training will be delivered.

Which two sections of a SOW should the consultant discuss further with Cloud Kicks to meet the
requirement?

Choose 2 answers

A. Background
B. Scope
C. Terms and Conditions
D. Approach

60 of 65.

Cloud Kicks (CK) sells online subscriptions for its leading Shoe of the Month club, Customers can
make a single payment or pay weekly, monthly, or quarterly. CK wants to use Opportunities to crack
and report on these subscription deals.
What should a consultant recommend to meet this requirement?

A. Enable schedules on the Product object.


B. Enable schedules on the Contract object.
C. Enable schedules on the Orders object.
D. Enable schedures on the Opportunity object.

61 of 65. The marketing team is using a separate platform for managing prospects and wants to
hand off qualified prospects to the sales team.

How should the consultant meet this requirement?

A. Create a report of Salesforce leads and compare it with marketing data on a regular basis.
B. Create Salesforce users for the marketing team so they can enter leads directly into
Salesforce.
C. Recommend an integration with the marketing platform to Salesforce that generates tasks
with lead information.
D. Recommend an integration with the marketing platform that creates leads in Salesforce.

62 of 65. The Cloud Kicks (CK) IT team wants to enable Person Accounts in its Salesforce org

Which three prerequisites must be met before the consultant can enable Person Accounts?

Choose 3 answers

A. The CK customer portal must be disabled to allow Person Account self-registration in the
future.
B. At least one Record Type should be created for Accounts.
C. The organization-wide default sharing is set so either Contact is Controlled by Parent or both
Account and Contact are Private
D. The organizationwide default for both Accounts and Contacts should be set to Public
Read/Winte
E. User Profiles with Read access to Accounts must also have Read access to Contacts

63 of 65. Cloud Kicks has just deployed all 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?

A. Build in a Developer Sandbox and test changes in Production.


B. Build in a test release environment and test changes in Production
C. Build in a Developer Sandbox and test changes in a test release environment.
D. Build in a test release environment and test changes in n test release environment

64 of 65. 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?

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.
B. Set up an import of the data from the data warehouse on a monthly basis using Data Loader
C. Set up an encrypted field on the Account object with Read Only on the field security settings
for all profiles except the admin profile.
D. Set up al Process Builder process on the Account object to check for unique values on a
monthly

65 of 65. 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 closed/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?

A. Configure Outbound message to publish the opportunity wins and update the ERP with
opportunity account, and contact information from Salesforce.
B. Use enterprise ETL tools to extract closed/won opportunities from Salesforce and update the
ERP with opportunity, account, and contact information from Salesforce.
C. Identify AppExchange products that can be deployed to update the ERP with opportunity,
account, and contact information from Salesforce
D. Implement Platform Events to put an opportunity to the ERP which will call back for account
contact and opportunity information and automatically update this ERP accordingly
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Tof65. Cloud Kicks is launching an outbound sales campaian to identify potential prospects for its new product. The
marketing team has sourced.a list of leads for each territory. Cloud Kicks wants to use Salesforce for these tasks:
ii. Call center agents call the leads on the list. Calculator
2. Agents capture notes from the conversation.
3. Salesforce will automatically present the next lead in the list,
4. Agents should leave a voicemail if the customer is unavailable.
5. Agents call the customers back who were unavailable.

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

Which Salesforce product should the consultant recommend?

A. o Salesforce High Velocity Sales

B. Salesforce Sales Cloud


Written
C. Salesforce Service Cloud Materials
D. Salesforce native CTI Connector

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. 2of 65. 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? Calculator

\ A. Forecast Accuracy ——

B. Renewal Rate

c.g Activity Tracking

D, Close Rate

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3of65. Sales reps at Cloud Kicks (CK) need to see the Gpportunity amount with the Account's discount field. CK sales
reps are located in different regions and use different currencies. A consultant createsa custom formula fleld on
the Opportunity:

Which currency will the custom formula use for its value if the opportunity and account records have different
currencies?

A.) Corporate currency

B. oO Opportunity currency

C.;) User-currency

DB.) Account currency

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. 4o0f65. The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or contract details for a
| created order.

\ Which two conditions should the consultant consider to meet this requirement?

Choose2 answers
A. o The order associated with the account should be in draft status.

( B. Q The contract associated with the order is associated with the new account.
C.|~) The currency associated with the order can be different from the new contract.

D.|~ | The price book associated with the order is associated with the new account,

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. 5of65. Cloud Kicks needs to set sales quotas for all sales reps.

| Which three solutions should the consultant consider?

\ Choose 3 answers
{ A.| | Enable Forecast Quotas from Setup,
B. Use the APT.

t C. Assion Quota values by profile.

D. Use Data Loader,

E. | ij Use the Data Import Wizard.

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. 60f65. Cloud Kicks is preparing to deploy its configurations. The chosen release date is during a Salesforce Release
window. The current configuration is ina Non-preview Sandbox.

\ Which two strategies should a consultant recommend?

Choose2 answers
A.| | Test new configurations in a Non-preview Sandbox.

( B.| | Deploy before the Salesforce Release.

C: a Deploy after the Salesforce Release.


dD, a Jest new configurations in a Preview Sandbox,

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. Votes. Cloud Kicks (CK) maintains products and price books on an external platform due to the high frequency of pricing
changes to products. CK has a B28 license, Sales managers want to moniter pipeline by sales rep and territory,
report on team revenue to goal, and view order status in Salesforce.

What are two actions the consultant should take to meet the requirements?

Choose2 answers
A. @ Import products and price books from the external platform,
B. || Enable Optional Price Books for Orders.
€.|_) Use opportunities and enable Forecasts.

DB: GB Implement Opportunity Teams and Opportunity Splits.

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8of65. Cloud Kicks (CK) hired a consultant to analyze its Salesforce forecasting configuration and advise CK on how to
improve it. The cansultant found opportunities in the Value Proposition stage showed up in Collaborative
Forecasting inconsistently, which led to inaccurate reporting:

What should the consultant recommend to ensure that opportunities show up consistently?

A. oO Make the Forecast Category a required field.

B.; | Map opportunity stages te the Forecast Category.

C.;~) Adda validation mule to the Forecast Category.

BD.) Change the Forecast Report to include Forecast Category.

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90f65. During the Deploy phase at Cloud Kicks, users are finding it difficult
to usea new system, which is impacting
adoption.

How should the consultant avoid this Issue In the future?


A. >) Gain duy-in during the Analyze phase.
8.) Develop test scripts during the Plan phase.

cS o Conduct a Beta review during the Validate phase.


Pencil & Paper’
D.;~) Design a solution during the Build phase.

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. 10 of 65. Universal Containers (UC) wants to make it easier


for sales reps to log their customer interactions, such as emails
| and events, directly from their email and calendar applications. UC wants ta report on these activities in
Salesforce.

| Which two actions should the consultant recommend?

Choose 2 answers
A. @ Log emails to records in Salesforce from Outlook or Gmail.
B./ | Sync events between Outlook or Gmail calendars and Salesforce.

C. @ Implement Inbox to sync Outlook or Gmail calendar events.

BD. | Report on-contact data as it exists in Qutiook or Gmail.

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11 of 65. At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer CK wants to ensure
that the assigned sales ons specialist and sales engineer have access to the correct Accounts. The organization-
wide defaults {OWD) for Contact are set to ‘Controlled by Parent’.

Which solution should the consultant recommend to meet this requirement?

A. oO Set up Account Teams with defaults for each sales rep.

B.| Use Apex Managed Sharing to automatically share any new Contacts.
Pencil & Paper’
Gey Add the Sharing button to the page layout so sales reps. can share Contacts as needed.

D,| Change the Contact OWD to Private and create sharing rules to grant visibility.

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. 12 of 65. Cloud Kicks (CK) wants to implement sharing rules.

| Which three considerations should the consultant explain to CK?

\ Cheose 3 answers
A. When multiple sharing rules are assigned, the user is assigned the least restrictive access.

\ B.) | When a sharing rule is deleted, the sharing access created by that rule must be manually removed.
t C./ 5 Sharing rules apply only to new records that meet the definition
of the source data set.

og CK can expand access beyond the organization-wide default levels with sharing rules.

E. @ Organization-wide defaults must be Public Read Only or Private to create sharing mules,

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. 13 of 65. Cloud Kicks has a large remote sales department working in many different locations. Management wants greater
| visibility into the opportunities in progress with their respective teams. They also want to receive email alerts
when opportunities reach key metrics (e.9., stage progression) or a high probability. However, they want to
\ control the frequency of their email alerts.

' Which solution should a consultant recommend?

i A.” Create a report filtering for the desired criteria, and allow managers to subscribe to the report.

‘ 8.) Subscribe to Chatter Feed Tracking to receive updates for the key metrics.

ag Define a workflow rule and email task that is triggered when the stage is updated to new values.

Di”) Configure Outiook Integration email settings to contral alert frequency:

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. 14 of 65. During the Discovery phase of a Sales Cloud implementation, which threes steps should a consultant complete to
| prepare for a successful engagement?

Choose 3 answers
\ A. Q Define success metrics.

B. | | Define Sales processes.

c. © Create implementation plan,

.g Set project milestones.

E. { Establish project goals,

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15 0f 65. A consultant is implementing a new instance of Sales Cloud for Cloud Wicks (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 to meet the requirement?

A. oO Location-specific Account structure with Account Hierarchies

B.,; | Global Contact structure that links all Contacts with one global Account

Cc.) Location-specific Account structure without Account Hierarchies

D,;) ‘Global Account structure that links all Contacts with one-global Account

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. 16 of 65. Cloud Kicks has purchased a list of leads and wants sales reps to contact and measure the return on investment
| (ROI) of the purchased list.

\ Which solution should the consultant recommend?

{ 4.6 Create a Campaign, import the list as Leads, and add them to the Campaign.

' B.,) Create a new custom object to import purchased Leads.

t €.,~) Import the list as new Leads using the Data Import Wizard.

D.,~) Import the list as new Leads and update the Lead Source to “Purchased Lead.”

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17 of 65. Cloud Kicks (CK) uses a custom object named GumShoe__c. GumShoe__cis the child in a master-detail
relationship with the Opportunity object. Staff members use this object to create requests for supporting
research. CK wants to easily generate new GumShee__c records from staff phones by using the Salesforce mobile
app.

What should a consultant recommend to meet the requirements?

A.) Create a custom hyperlink to a related list.

8.” ) Create a Lightning component for mobile.


Cc.” Create a custom Process Builder process.

D:@ Create a Quick Action.

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. 18 of 65. The VP of sales at Cloud Kicks wants to know the percentage of opportunities in a certain stage that were
| eventually closed won,

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

Chaose 2 answers
A. @ Create a report and dashboard.

( B.| | Enable Feed Tracking.

€.;—) Update a custom field using automation.

0g Create a roll-up summary formula.

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19 of 65. Cloud Kicks (CK) wants to ensure Opportunities are associated with the relevant marketing Campaign. In the past,
CK has-struggied to evaluate marketing Campaign ROL.

Which process improvement should the consultant recommend?:

As | Validate that the Primary Campaign Source field'on Opportunity records is populated.
B.) Leverage the Probability(%) field on Gpportunities to forecast revenue.

GY Ensure the Opportunity is associated with an Account record.

D.@ Ensure the Type field on Opportunities reflects the Campaign source.

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20 0f 65. Cloud Kicks has the goal of generating high-quality leads by implementing Sales Cloud.

Which metrics should the consultant analyze to determine the success of this goal? Calculator
A. Lead to Quote Conversion Rate

Ba. - Total number of Leads created by a Sales Rep

COQ Lead to Opportunity Conversion Rate

D, Total number of Leads by source Pencil & Paper’

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21 of 65. Which two use cases will protect the Integrity of order data with activation limitations?

Choose 2 answers
Ay Multiple reduction orders can be created for a single order.

B. Orders can be activated only if they include a Product.

C.|~| New Products can be added to active orders.


D.| | Products can be removed from active reduction orders.

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22 of 65. The marketing team is using a separate platform for managing prospects and wants to hand off qualified
prospects to the sales team.

How should the consultant meet this requirement?

A. Create Salesforce users for the marketing team so they can enter leads directly into Salesforce.

B. Recommend an integration with the marketing platform to Salesforce that generates tasks with lead
information.
Ce | Recommend an integration with the marketing platform that creates leads in Salesforce.

D. | Create a report of Salesforce leads and compare it with marketing data on a regular basis.

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. 23 of 65. To properly plan for company growth, Cloud Kicks needs to forecast monthly revenue projections from the sales of
| its annual subscription service.

\ What should the consultant configure to meet this requirement?

{ A.;-) Opportunity dashboard showing products sold each month

B. 0 Opportunity products with monthly product Schedules

t €.,~) Opportunity products with formula fields for each month's value

D.,~) Opportunity dashboard showing opportunities closed each month

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. 24 0f65. Universal Containers is migrating data from a legacy system into Salesforce.

| Which two considerations should a consultant take into account when importing Campaign Members?

\ Choose 2 answers
{ 4.; | Leads, Contacts, and Business Accounts can be Campaign Members.

3g The Campaign ID is required in the Import file.

t ic The Marketing User feature license must be assigned.

D,| | The Status of the Campaign Member is optional.

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. 25 0f 65. Cloud Kicks’ (CK) marketing department Is migrating from its email campaign and management system to
| Salesforce. The marketing admin wants to ensure that CK's email templates are retained,

\ Which two solutions should a consultant recommend for a successful migration?

Choose 2 answers
AY Import email templates with the Data Loader.

( B.| | Create an email template change set or use the Lightning Platform.

€./7) Enable Email Import and use the Import Wizard,

Dg Manually recreate the email and mail merge templates in Salesforce.

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26 of 65. The operations manager wants to synchronize Cloud Kicks’ customer list from its back office systems with
Salesforce.

Whatis the first step the consultant should recommend to ensure data integrity?

AL Create an Apex trigger to exchange data between the Salesforce instance and the back office
system.
B. | Create a unique ID field on the Opportunity object.
Ce | Create a web service connection between the Salesforce instance and the back office system.

DO Create an External ID field on the Account object.

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27 of 65. Sometimes, sales reps need to create contacts without accounts based on business processes.

What should the consultant take into consideration about these contacts?
A. Contacts without accounts need to be shared through sharing rules,

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

Cc. Contacts without accounts are shared through the Role Hierarchy,

D, - Contacts without accounts need to be manually shared.

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28 of 65. Cloud Kicks has recentiy rolled out Lightning Experience and uses an ERP system as its system of record for
customers. When a new Account has its first clesed/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 Calculator
customer

Which option should the consultant recommend to meet the requirement?

A.” Use enterprise ETL tools te extract closed/won opportunities frem Salesferce and update the ERP
with opportunity, account, and contact information from Salesforce. Pencil & Paper’
B. re) Configure Outbound message to publish the opportunity wins and update the ERP with opportunity,
account, and contact information from Salesforce.
C..>) Identify AppExchange products that can be deployed to update the ERP with opportunity, account,
and contact information from Salesforce.
Dd. Implement Platform Events to publish epportunity wins to the ERP, which will call back for account,
Written
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. 29 0f 65. The enterprise architect for Cloud Kicks wants to understand how objects in Sales Claud are connected to one
| another.

\ Which two approaches shoulda consultant use to help the architect?

Chaose 2? answers
4.| | Gbtain an export of object data from the current system.

( B. a Explain the types of object relationships in Salesforce.

€./—) Review the Object Manager tab in Setup with the customer.

0g Use Schema Builder to show a visual of related objects.

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. 30 of 65. Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein to pilot users. The
| pilot users are unable to view the Lead Score field on the Lead record page.

\ Which two steps should the consultant take to fie this issue?

Chaose 2 answers
A. Add the Lead Score fleld to the Lead Page layout.

( B.| | Assign the Einstein Lead Scoring permission set.


ci Add the Lead Score fleld tothe Lead List View.
D.| | Assign the Sales Cloud Einstein permission set.

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31 of 65. Cloud Kicks has 300,000 account records and 16 million invoices in a custom object with a master-detail
relationship to the Account. Each account record takes a long time to display due to the rendering time of the
invoice related list.

What should the consultant do to solve this issue?

A.) Move the invoice related list to a separate tab on the Lichtnina page.
BO Enable indexing on all visible fields on the invoice related list.
¢..”) Enable Collapsible Sections for the inveice related list.

D.” Convert the Inveice ebject inte a lookup relationship.

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. 32 of 65. The Universal Containers management team wants to help sales reps determine the right time to contact
| prospects.

\ What should the consultant recommend to meet the requirement?

{ 4.6 Enable Email Tracking with reporting and activity timeline.

' B., | Configure Einstein Lead Scoring to determine the best time to make contact.

t c.,”) Implement Sales Disler and begin cold calling leads to request availability.

D.,~) Create a formula field to determine the prospect's time zone.

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33 of 65. 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 Salesfo rce feature should the consultant use to meet this requirement?

A.) Custom Metadata


B.,) Collaborative Forecasting

c.©@ Opportunity Splits


Pencil & Paper’
D.,~) Sales Analytics

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. 34 0f 65. Multiple sales reps work together to close opportunities at Cloud Kicks. Management needs to know how much
| credit each sales rep receives on opportunities they close to maintain accurate quota reports.

\ Which solution should a consultant recommend to meet the requirement?

4.6 Enable Opportunity Splits and add the Opportunity Splits related list to Opportunity page layouts.

' B.,) Enable Opportunity Team Selling and create a report grouped by Opportunity team member.

' C.,”) Create custom fields on the Opportunity object for sales reps to enter a credit percentage.

D.,~) Set the organization-wide sharing default for the Opportunity object to Private.

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. 35 0f65. A sales rep at Cloud Kicks must have access to all child Accounts of the Accounts they own. The organization-wide
default setting for Account is Private.

\ What happens If a sales rep has access to a parent Account?

' A. >) The sales rep will have access to all Accounts if Grant Access using Hierarchies is enabled.

' B. oO The sales rep will have access to child Account records,
\ : . _—
€.,”) Access can be granted by setting up a sharing rule via Account Hierarchy.

D.,~) Access to child Account records will need to be manually added.

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36 of 65. A sales manager for one of Cloud Kicks’ sales territories is unable to see a forecast for the current quarter.

How should the consultant resolve this issue?


A. Configure the date filter on the forecast and assign it to the sales manager.

2.9 Set the sales manager as the Forecast Manager for this territory.

Cc. : Add the sales manager to-the Forecasting public group.

D, Select the correct forecast on the sales manager's user record.

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. 37 of 65. Cloud Kicks needs to forecast monthly business deals that close as well as open opportunities on a weekly basis.
| The VP of sales asks the business analyst to review how the sales funnel is changing month over month.

\ Which two actions should the consultant take to meet this requirement?

Choose 2 answers
AY Configure a report snapshot to run weekly.

t B.; "| Schedule a custom ferecast report to run weekly.


Ee: Create a custom object te store the results in.

D./—) Configure a report snapshot to run daily.

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. 38 of 65. The sales team at Cloud Kicks has been late meeting deadlines on a specific project and has missed multiple
| project meetings.

\ What should the consultant recommend to the project manager?

{ A.;~) Validate that the statement of work (SOW) is realistic.

' B. 0 Revisit the communication plan and set up more frequent check-ins.

t €.,”) Educate the customer on scope and risk management.

D.;~) Write a solution design and obtain approval.

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. 39 of 65. Cloud Kicks wants sates reps to share key documents directly with customers without setting up an Experience
| Cloud site.

\ Which Salesforce feature satisfies this requirement?

{ A.;~) Email templates

' B.,) Report Subscriptions


‘\ cg CRM Content
D.,) Chatter links

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40 of 65. The Cloud Kicks (CK) IT team wants to enable Person Accounts in its Salesforce org.

Which three prerequisites must be met before the consultant can enable Person Accounts?

Choose 3 answers
A. User Profiles with Read access to Accounts must also have Read access to Contacts.

B. The organization-wide default sharing is set so either Contact Is Controlled by Parent or both
Account and Contact are Private,
C./—) The organization-wide default for both Accounts and Contacts should be set to Public Read/Write. Pencil & Paper’

DB.) ) The CK customer portal must be disabled to allow Person Account self-registration in the future.

Eg At least one Record Type should be created for Accounts.

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41 of 65. Cloud Kicks uses Salesforce in Lightning Experience to manage business Accounts and Person Accounts. The sales
director wants to associate Person Accounts to business Accounts and/or Contacts.

Which Salesforce feature should the consultant recommend to meet these requirements?

A.,”) Create a reverse lookup from Contacts to Accounts.

B. 0 Use the Contacts to Multiple Accounts feature.

€.,”) Use a junction object between Accounts and Contacts.

DD.) Create a custom lookup from Accounts to Contacts.

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42 of 65. The project is almost finished, and now it's time to test the changes and updates that have been made before go-
live. A Partial or Full Sandbox is unavailable.

How should the consultant recommend testing be conducted?

A. Create a new Sandbox and ask Volunteers to test It with use cases,

B. Create a new Developer Edition org, populate it with data, and ask volunteers to test it with use
cases.
Ci | Create test Accounts and Opportunities in Production and ask volunteers to test it with use cases.

DO Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases.

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. 43 0f 65. The sales director of retail products at Cloud Kicks wants to allow cloning of orders to help sales reps process
| repetitive orders,

\ What are two guidelines to consider when cloning an order with products?

Choose 2 answers
A. A new order’s currency or price book will remain the same if the original order has products.

( i A cloned order's start date must fall between the asseciated contract's start and end dates,

€./7) A cloned order must be associated with the same contract as the original order.

DB.) | The admin will be able to set up which fields can be cloned to a new order.

ly
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. 44 of 65. Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a
| detailed roll-up forecast for territories.

\ Which two recommendations should the consultant make?

Choose 2 answers
A./ | Include the Forecast Manager field on the Opportunity page layout.

( B, Assign a forecast-enabled forecast manager to each territory.

ie 8 Assign a role for each manager in the user role hierarchy.

Dy] Include the Forecast Manager field on the Territory page layout.

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45 of 65. Cloud Kicks want to track different details for trade shows and customer webinars.

Which capability enables the use of custom fields, contextual validation rules, and varied layouts?

A,” Campaign Hierarchies

B./ : ; Custom Picklist


} - | Parent Campaigns

2.9 Record Types Pencil & Paper’

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. 46 of 65. The Cloud Kicks sales team néeds to utilize the Salesforce mobile app feature to view, create, or update
| opportunities, but the internet is unavailable on their Android and iOS mobile devices.

\ Which two actions should the consultant recommend to work around the issue?

Choose 2 answers
\ A Enable caching in Salesforce.

‘ B./ | Enable the system permission to store offline data in Salesforce.

ie 8 Enable offline create, edit, and delete in Salesforce.

D./) Enable the connect offline feature in Salesforce.

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. 47 of 65. Cloud Kicks has hired a consultant to help with its initial Salesforce implementation.

| Which three steps should the consultant take te help Cloud Kicks get Salesforce-up and running?

\ Choose 3 answers
{ A.| | Finalize integrations,
3. Prioritize goals.

t | Analyze competitors.

og Define KPIs,

E. Define company vision.

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. 48 of 65. Sales reps at Cloud Kicks (CK) often receive important customer emails they want to record as activities related to
| contacts in Salesforce. CK has Office 365, as well as a policy that prevents users from installing anything directly
on their computers.

| Which solution should a consultant recommend to meet this requirement?

' A.) Salesforce Console for Sales

‘ B. o Einstein Activity Capture


\
C.,/~) Salesforce for Outlook
D.;—) Lightning Console for Sales

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49 of 65. During the requirements gathering workshops at Cloud Kicks, the project team and subject matter experts bring
up new ideas to incorporate into-the current project.

Which best practice should the consultant use to refocus the meeting and stay on topic?

A.,) Tell key stakeholders that the team is focused on other ideas.

B, ° Remind the team of the purpose and scope of this project.

ls 4 Invite only the subject matter experts to subsequent workshops.

D.., Incorporate the new ideas Into the solution design.

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. 50 of 65. 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?

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

' B,, Revenue splits are required in order te use overlay splits.

t c.,\ Revenue splits allocated on an Opportunity can total any percentage.


Oo Overlay splits allocated on an Opportunity can total any percentage.

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51 of 65. 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?

A. Set.up a Process Bullder process on the Account:object to check for unique values om a monthly
basis.
8.) Set up an import of the data from the data warehouse on a monthly basis using Data Loader.

c./>) Set up an encrypted field on the Account object with Read Only on the field security settings for all
profiles except the admin profile.
Do 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.

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52 of 65. The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK's
Management wants the sales team to follow two different lead qualification processes before converting the lead
into an opportunity.

Which three actions should a consultant recommend to meet this requirement?

Choose 3 answers
AL Create retailer and distributor lead processes.

B. @ Create Status picklist values specific to each lead type. Pencil & Paper’

c: Create distributor and retailer lead record types.

D. fi | Add leads to different campaigns based on lead type.

=: E | Create anew profile and only assign one lead record type to it.
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. 53 of 65. Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to
3 years in menthly installments beginning in the month the products are sold. The admin needs to configure Sales
Cloud te accommodate the new pricing terms and to help the finance department forecast easily.

What should the consultant recommend to meet the requirement?

A.;”) Create a Process Builder to create an Order for each installment payment.

‘ B.) Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales.

' C.;~) Add a custom field to the Quotes object to capture the number of installments.

DO Use Revenue Schedules to capture installment payment plan details for each Product,

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. 54 of 65. Universal Containers recently Implemented Sales Cloud. Stakeholders want insights into how logging interactions
| with customers impacts the number of won sales deals.

\ Which report should the consultant create to meet the requirement?

{ 4. Closed Won Opportunities with Recommendations

' B, eo Closed Won Opportunities with Activities

t C.;~) Closed Won Opportunities by the sales team

D.; >) Closed Won Opportunities by Account

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. 55 0f 65. After a project deployment, several bugs are identified by end users and prioritized by the project team.

| What are two ways a consultant should resolve these issues?

\ Choose 2 answers
{ 4.;~ | Build out issue resolution release in the production environment.
' B. Perform user acceptance testing {UAT) in a Full sandbox,

t c. Perform user acceptance testing (UAT) in the appropriate development sandbox.


D.| | Build out issue resolution release in the appropriate development sandbox.

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56 of 65. Cloud Kicks has a requirement to measure end user adoption and data quality in Salesforce,

Which solution should-the consultant recommend?


A, oe Adoption & Data Quality Dashboards Pack

B.. Einstein Conversation Insights

€..” Salesforce Surveys

D..” Tableau custom dashboard Pencil & Paper’

|) Mark this item for later review.

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. 57 of 65. Up to this point, bvo sales reps have had separate accounts and opportunities. Sales Rep A wants to include Sales
Rep B in a few opportunities on ane account.

Which two actions can Sales Rep A allow Sales Rep B to do when Account Teams are enabled and used for this
account?

Choose 2 answers
AL Edit all opportunities on the account.

B.| | View the account and keep activities private.

C./_| View one of the opportunities on the account.

Dg Grant Read access on the account's cases.

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. 58 of 65. Cloud Kicks wants to enable representatives to view the individual team member's split percentage, where the
| split percentage is less than 100% of the revenue amount.

\ Which attribution method should the consultant recommend?

{ A.;) Opportunity Currency field

B, ° Opportunity Revenue Split

t ls 4 Opportunity Percent field

D., >, Opportunity Overlay Split

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59 of 65. Sales operations managers are reporting a higher number of Activities than is accurate for their teams. When
viewing reports, managers see Activities related to Opportunities and Accounts only for their team. However,
Activity records related to Campaigns appear in all of the reports, regardless of which sales team should get credit Calculator
for them. Enterprise Territory Management and role hierarchies are used.

Why are Campaign Activities for all teams visible in reports viewed by sales operations managers?

AL oO The sales operations managers are given Read access to the Campaign object in their profile.

8.) Apex managed sharing is used to control the visibility of Activities related te Accounts. Pencil & Paper’

C.;”) The Organization-Wide Default for Campaians is set to Public Read-Only.

D./~) The Organization-Wide Default for Accounts is set to Private.

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. 60 of 65. Cloud Kicks (CK) recently finished a redeployment of its Lightning pages, CK users report that Lightning pages are
| loading slowly. CK management wants to consider the impact this has on adoption.

\ Which two teols should the consultant recommend that CK use to evaluate Lightning pages?

Choose 2 answers
A. | i Real-Time Event Monitoring

( Bi | Guidance for App Builder

Ge Lightning Usage App

Log Performance Analysis for App Builder

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. 61 0f 65. Cloud Kicks has requested a Statement of Work (SOW) that clearly states who will train users on new features
| and how the training will be delivered.

\ Which two sections of a SOW should the consultant discuss further with Cloud Kicks to meet the requirement?

Choose 2 answers
A./ 1 Background

t B. Terms and Conditions


7g Approach

DL)| Scope

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. 62 of 65. Cloud Kicks has just deployed all of its configurations. The admin wants to build a separate process but uses most
| cof the objects that were deployed.

\ Whatis the best practice a consultant should recommend to the admin?

{ A.;) Build in a Developer Sandbox and test changes in Production.

B, | Build in a test release environment and test changes in a test release environment.

t le : | Build in a test release environment and test changes in Production.

Oo Build in a Developer Sandbox and test changes in a test release environment,

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. 63 of 65. Cloud Kicks (CK) sells online subscriptions for its leading Shoe of the Month club. Customers can make a single
payment or pay weekly, monthly, or quarterly. CK wants to use Opportunities to track and report on these
subscription deals.

What should a consultant recommend to meet this requirement?

A.¢>) Enable schedules on the Opportunity object.

( B, oO Enable schedules on the Product object.

€.,) Enable schedules on the Contract object,

D.,) Enable schedules on the Orders abject.

on Mark this item for later review.


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. 64 of 65. Cloud Kicks (CK) has a custom object, Project__c, that has a lookup relationship to the Opportunity object. The
| CK project manager has requested a report that includes both Project__c and Opportunity data.

\ What should the consultant use to include data from both the Project__c and Opportunity objects in one report?

{ A.;”) Matrix reports

A. oO Custom report types

t €./>) Junction reports

D.;~) Cross-object filters

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. 65 0f 65. During the last requirements meeting, Cloud Kicks team members said they will be taking the next week off to
| attend a conference.

\ What should a consultant do in response to this news?

{ A.) Update the solution desian while the team is out of the office.

' B. 0 Update the project plan and communicate it to stakeholders.

t ¢.,”) Ask the client to sign off on requirements and-start the build.

D.) Setup two requirements workshops for the following week.

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Q.1 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 $10000. The consultant saves the report to
the big deals folder, which is subfolder of the sales team folder. The 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: Run report permission


B. Subscribe to reports: set running user permission
C. Subscribe to reports permission
D. Subscribe to reports: Add recipients permission

Q.2 A sales rep at cloud kicks must have access to all child accounts to the account they own. The
organization wide default setting for account is private.

What happens if a sales rep has access to a parent account?

A. Access to child account record will need to be manually added.


B. The sales rep will have access to child account records.
C. Access can be granted by setting up a sharing rule via account hierarchy.
D. The sales rep will have access to all accounts if grant access using hierarchy is enabled.

Q.3 Cloud kicks has enabled territory forecasts to see how expected revenue compares between sales
territories and to determine which territory has closed the most deals in a month. The territory
hierarchy has three branches with child territories, where forecast managers may be assigned to a few
of them?

A. Add territory forecast to the hierarchy.


B. Share the forecast with any salesforce user.
C. Add a forecast tab to the sales app.
D. View the territory forecasts as a single page summary.

Q.4 Cloud kicks wants to send a notification to sales reps when their opportunities remain open past the
close date.

Which two solutions should the consultant recommend to meet the requirement?

A. Use flow with a scheduled action and an email alert.


B. Enable Einstein opportunity insights
C. Add sales reps to the opportunity team
D. Instruct sales reps to follow their opportunities.
Q.5 In the discovery phase of a sales cloud implementation, what are three effective ways a consultant
can determine the design of the system?

A. Establish performance benchmarks.


B. Observe end users
C. Schedule training
D. Host a focus group
E. Administer a survey

Q.6 cloud kicks uses .pdf documents in sales cloud to help the sales team learn about new products.

Which feature should a consultant recommend to store these documents?

A. Salesforce knowledge
B. Salesforce files
C. Documents list
D. Files sync

Q.7 Sales reps at cloud kicks are responsible for creating leads manually and entering relevant details.
The marketing department has noticed that some leads are missing important information.

What are two functionalities the consultant should apply to ensure that key fields are populated?

A. A validation rule
B. A required field
C. An assignment rule
D. A flow

Q.8 The sales team at cloud kicks 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?

A. Create a report folder, add member in a specific profile, and share report folder.
B. Create a report folder, add member in a specific role, and share report folder.
C. Create a report folder, add member in a specific queue and share report folder.
D. Create a report folder, add members to a private group, and share report folder.
Q.9 cloud kicks sales reps want to see all of their current opportunities and the full detail with a minimal
amount of navigation or ckicks to cycle through them.

Which functionality should be consultant recommend?

A. From the ‘My opportunities’ list view, select the split view option.
B. Create a my team opportunities report and open each opportunity in a browser tab.
C. Create a my opportunities report and open each opportunity in a new browser tab.
D. Construct a new sales console app including opportunities

Q.10 UC has implemented SF for all of its sales associates. All sales associates are required to select the
win or loss status on every closed opportunity. Manager like to measure the win ratio for all of the sales
associates.

A. Create a custom formula field on opportunity to capture the win ratio for Opp.
B. Build a custom report on Opp with custom summary formulas to show win/loss ratio.
C. Build a custom lightning component to show the win ratio based on won opp.
D. Ensure that all managers have access to the standard win/loss reports.

Q. 11 Uc sales team wants to easily show account relationships to its sales reps and report to these
relationships.

Which two consideration should the consultant take into account?

A. A person account can be either a parent or child in the account hierarchy.


B. Acc relationships are visible from person acc records
C. Acc can be organized into different division based on specific criteria
D. Acc hierarchy displays only the acc users have read permissions to view

Q.12 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?

A. Assign tasks to a queue to share work efficiently


B. Use workflows to create a tasks for each team member.
C. Leave the tasks assigned to field blank
D. Create opportunity teams to manage tasks
Q.13 CK wants to migrate data from its existing ERP system to SF. Ck wants to organize its data using
the unique ID that is a number type in the ERP.

What should the consultant recommend to meet the requirement?

A. Map the ERP unique ID to a custom external ID unique number field.


B. Create an external ID unique number field in the ERP labeled ERP unique ID
C. Create a text field and insert the ERP unique ID
D. Use the ERP unique ID as the SF ID.

Q.14 UC compensates its sales team based on their achievement of the company sales revenue goals.
The sales ops team needs to track the sales reps performance against these goals.

How should the consultant meet the requirement?

A. Construct oppo reports with custom formulas to show attainment.


B. Build automation to aggregate and report on revenue attainment from the user object
C. Configure custom objects and use automation to calculate and store attainment
D. Configure sales quotas and compare quota attainment on the forecast.

Q.15 UC continues to see substantial growth YOY. outside sales reps think their territories are too dense
to cover adequately. Leadership has decided to modify the existing sales territories and hire additional
staff to make the acc allocations more manageable. Some stage will change from one territory to two or
more smaller territories. In these instances, accounts will need to be re assigned to new territories.

Sales operation wants to review the territory account assignments and verify the accuracy before the
changes are reflected in sales cloud.

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

A. Install the territory management reporting pack from the Appexchange


B. Use tableau to geocode addresses and display on a territory map
C. Run the updated assignment rules in planning state and view the accounts on the territory detail
page.
D. Use data loader to export the accounts and make updates in
Q.16 CK recently purchased SF and the leadership team is excited about being able to forecast more
accurately. Sales manager say that making updates to forecasted amounts during the pipeline meetings
in time consuming and its difficult to review all of the committed opportunities within the meeting time.

What should the consultant recommend to help make meetings more efficient while making real time
forecast updates?

A. Modify many opportunities at one time in a list view


B. Have reps use the kanban view to move opportunity between stages.
C. Only review non committed opp during the meetings.
D. Use in line editing to update the forecast amount for records

Q.17 sales manager at cloud kicks have noticed that information in some oppo reports is incomplete. A
consultant has performed an analysis and determined that oppo stage reports often lack key info that
sales manager expect at each stage because sales rep have yet to enter the data.

What should the consultant recommend so oppo stage reports always contain the data managers
expect?

A. Configure path by checking the key field required checkbox


B. Customize path and create validation rules dependent on stages
C. Create an autolaunched flow to determine if required fields are

Q.18 CK’s VP of tech wants to start using SF for all of sales team automation.CK migrated 70 million
records from a legacy database to the data warehouse that will be synced with SF. CK wants to search
and cross reference records with the original source database?

What should consultant recommend to meet this requirement

A. Use the standard external ID field and map this to the SF record ID value.
B. Use a custom field named external ID and map this to the SF record ID value
C. Use a custom external ID field and map this to the source record ID value.
D. Use the standard external ID field and map this to the source.

Q.19 CK has identified the KPIs it wants to track for the years. The inside sales team wants a visual way
to see the team’s progress for the year.

What should the consultant recommend to meet the requirement?

A. Set up a dashboard with the KPI reports


B. Modify a report based on KPIs
C. Install a KPI tracker app from the Appexchange
D. Set up a path based on KPIs

Q.20 The consultant at cloud kicks has successfully implemented the Einstein lead scoring feature, and
now wants to measure its effectiveness and track lead conversion rates.
Which three standard dashboard are available?

A. Conversion rate by lead score


B. Lead scored by created date
C. Lead score distribution
D. Conversion rate by lead source
E. Average lead score by lead source.

Q.21 CK is migrating from its current CRM application to SF in phases across various regions. The current
CRM app manages customer and pipeline info that resides in a legacy back-end application which needs
to be migrated to salesforce.

Which approach should the consultant use for the data migration?

A. Migrate all oppo and then associate account and contacts from the current CRM apps.
B. Migrate all contacts then oppo and then acc from the legacy back end application
C. Migrate all contacts then acc and then oppo from the current CRM apps
D. Migrate all acc then contacts and then oppo from the legacy back end application.

Q.22 an executive at CK has asked its admin to create a diagram to show the high level process within
the business. CK plans to use the diagram to show the context of a new process within the overall
business as a whole.

What should the admin create to meet this requirement?

A. Capability model
B. Strengths, weaknesses, opportunities, threat(SWOT)
C. Supplier, imports ,processes, outputs, customer(SIPOC)
D. Value steam map

Q.23 CK is implementing territory management for its retail sales unit. The sales director is requesting a
detailed roll-up forecast for territories.

Which two recommendations should the consultant make?

A. Include the forecast manager field on the territory page layout.


B. Include the forecast manager field on the oppo page layout
C. Assign a forecast enabled forecast manager to each territory
D. Assign a role for each manager in the user role hierarchy
Q.24 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?

A. Implement person accounts to represent the relationship


B. Implement the contacts to multiple accounts feature
C. Use a junction object to represent the previous companies
D. Use account teams associated with the previous companies

Q.25 CK plans to integrate its email system with SF and wants to show the last 2 months of email activity
to its 75 sales reps.

What should a consultant recommend to meet this requirement?

A. Email to salesforce
B. Einstein activity capture standard
C. Sales cloud Einstein
D. Sales cloud console

Q.26 Sometimes, sales reps need to create contacts without acc based on business processes.

What should the consultant take into consideration about these contacts?

A. Contacts without accounts are private and only the owner and admin can view them
B. Contact without acc need to be shared through sharing rules
C. Contacts without accounts need to be manually shared
D. Contacts without acc are shared through the role hierarchy

Q.27 A consultant has successfully deployed sales cloud at CK

What is the final step in completing an engagement?

A. Perform testing
B. Deploy solution
C. Hand over documentation
D. Measure adoption

Q.28 NTO wants to migrate its TM to a new structure for the upcoming fiscal year.

What are two aspects a consultant should consider for this migration?

A. Access to a territory model is controlled through profiles or permission sets


B. Territory user assignments are migrated to the new model
C. Territories can inherit assignment rules from other territories higher in the model
D. Only one territory model can be active at any given time.
Q.29 CK wants to implement a methodology to determine which current leads have the most in
common with leads that have successfully been converted in the past.

How can the consultant meet this requirement?

A. Use Einstein lead scoring


B. Create conversation insights
C. Use lead conversion reporting
D. Create sales cadence steps

Q.30 UC wants to automatically add sales representation emails and events from gmail to the activity
timeline of related records.

What should the consultant recommend to meet the requirement?

A. Einstein activity capture


B. Gmail integration
C. Email to lead
D. Marketing cloud journeys.

Q.31Ck wants to implement team selling to share different levels of access to acc and associated records
such as oppo, contracts,and cases based on team member responsibilities.

Which capability should the consultant recommend?

A. Role hierarchy
B. Sharing rules
C. Opportunity teams
D. Account teams

Q.32 CK sales team can create leads for both business and individual customer, person accounts have
been enabled in its SF org.

Which action should be taken to convert a lead into a person account?

A. Populate the company field with person


B. Enable contacts to multiple account
C. Leave the company field blank
D. Create an individual lead record type
Q.33 CK acquired a company. The VP of technology wants to migrate all the sales data into CKs SF
instances.

Which data migration sequence should the consultant recommend for the object?

A. Account, Contacts, opportunities, product, product line items, cases, leads, campaigns
B. Account, opportunities, contacts, products, product line items, cases, leads, campaign
C. Opportunities, products, Product line items, cases, leads, campaign, accounts, contacts
D. Contacts, accounts, leads, campaigns, opportunities, products, product line item, cases

Q.34 UC has launched SF chat and staffed its contact center with agents to chat with website visitors
who ask questions about commercial container, 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. Ask the marketing department department to provide the program with google analytics data
for the commercial containers web pages.
B. Add a custom field on the chat transcript object so agents can check a checkbox when a
conversation results in a new lead

Q.35 CK operates in multiple countries and wants to track historical exchange rates. The consultant at
CK has implemented dated exchange rates by using advanced currency management.

How is the converted currency amount calculation on opp determined?

A. The close date regardless of the opportunity stages


B. The current exchange rate regardless of the close date
C. The exchange rate at the time the opportunity is closed
D. The close date only when the stage is closed
Q.36 CK CEO needs to run reports from the sales team report folder. The CEOs assistant needs to control
access to the reports. Sales managers need to change the reports when necessary.

How should the consultant meet the requirement?

A. Set the CEO access level to view, The CEOs assistant to manage and the sales manager to edit on
the folder.
B. Set the CEO access level to view all, The CEOs assistant to modify all and the sales manager
public group to create.
C. Enable manage access for the CEO role and subordinates and manage access for the CEOs
assistant profile
D. Enable manager reports in public folder and give access to the CEO and their subordinates

Q.37 NTO has created a complaints custom object related to accounts. Due to the sensitive nature of
these records the objects visibility has been set to private. A dedicated subset of support users who will
work on these items has been added to a complaints specialist public group. Only user within the CSPG
should be able to view and edit any complaint record.

Which two options should a consultant recommend to meet the requirement?

A. Uncheck the grant access using hierarchy checkbox in sharing settings for the complains object
B. Set the complaint objects default visibility to allow only the users in the complaints specialist
public group to access the records
C. Use apex managed sharing to grant record access to users in CSPG and restrict manager visibility
D. Create a criteria based sharing rule that grants read/write access to the CSPG

Q.38 UC is creating a new program to allow customers to pay for large orders over the course of 1to 3
years in monthly installments beginning in the month the product 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 to meet the requirement?

A. Add a custom field to the quotes object to capture the number of installments
B. Create a process builder to create an order for each installment payment
C. Set the default quantities to 12, 24 and 36 in a new price book for installment sales.
D. Use revenue schedules to capture installment payment plan details for each products
Q.39 Ck requires its sales reps to go through an internal certification process on my trailhead before
they can add specific groups of products to opps.

Which two solution should be used to validate that sales reps have completed the mytrailhead badge?

A. Use a process builder process on products marked as requiring the mytrailhead badge to
automatically share the products with sales reps who have completed the badge.
B. Use a validation rule on opp products to prevent a sales rep from adding products marked as
requiring the my trailhead badge if the rep has yet to complete the badge
C. Use a separate price book for the products requiring the mytrailhead badge and only share the
price book with sales

Q.40 The CK team has made a correction in a sandbox environment that needs to be deployed to
production ASAP. The sandbox and production environments are on two different versions of salesforce.
The fix requires functionality in the sandbox version.

Which action should the consultant recommend?

A. Deploy the changes from the sandbox to production once both environments are on the same
version
B. Deploy changes from the sandbox to production this weekend
C. Deploy the changes from the sandbox to production concurrently with the SF platform upgrade
D. Deploy from version control before the salesforce platform upgrade window.

Q.41 CK has just completed its initial sales cloud implementation. The leadership team at CK wants to
improve the rate of user adoption.

What should the consultant recommend?

A. Add an approval process to the oppo object to enforce data standards.


B. Create a report to track the login rate over the last 7 days
C. Create a slack channel to gather and discuss feedback from user
D. Conduct a requirement workshop to gather user stories.

Q.42 upto this point two sales reps have had separated accounts and oppo. Sales rep A wants to include
sales rep B in a few oppo on one account.

Which two actions can sales rep A allow sales rep B to do when acc teams are enabled and used for this
account?

A. View one of the opp on the account


B. Edit all opp on the account
C. Grant read access on the account’s cases
D. View the account and keep activities private
Q.43 CK has implemented diff sales stages across its varied product lines. CK wants to deploy
collaborative forecasting to all sales users.

Which two statement should a consultant consider when enabling forecasting?

A. A single category or cumulative forecast rollup should be defined


B. Multiple forecast types must be created and activated
C. The forecast tab should be visible to easily view the forecasts
D. Oppo splits must be enabled at the same time.

Q.44 Sales reps want to review pricing on historical contracts when working on new opp at CK. Contract
are created from the account page. Sales rep need to view all contracts for the account on the
opportunities record.

What should a consultant implement to meet the requirement?

A. Use the related list- single component to display the account’s contracts on the oppo lightning
page
B. Create an object Specific action to create a contract record from the oppo page layout used by
sales
C. Build a custom opp lookup field to contact with an acc dependency filter and make it editable
D. Add the contract related list to each of the oppo page layout used in the sales record types.

Q.45 Ck wants the sales operation team to be able to process customer credit card payment with SF.

Which approach should the consultant recommend to meet this requirement?

A. Create a flow to alert the finance team to manually charge the account
B. Schedule a nightly batch job to find and post daily charges
C. Utilize an app from the AppExchange
D. Develop apex to connect with the authorized net API

Q.46 The admin at UC has been getting complaints from sales reps about duplicate leads within SF. The
admin has already set up a matching rule for leads.

What should the consultant recommend to resolve the issue?

A. Change the criteria for the standard lead matching rule


B. Change the criteria for the standard contact matching rule
C. Confirm the custom matching rule is activated
D. Confirm the standard matching rule is inactivated
Q.47 A consultant has completed the build and validate phases of a sales cloud implementation at CK.

Which step should the consultant complete next?

A. Complete a post mortem


B. Upgrade to the latest SF release
C. Sign off on the statement of work
D. Delivery training

Q.48 A consultant is beginning a new project with CK to implement collaborative forecasting.

What should the consultant use to gather requirement using an agile methodology?

A. User stories
B. Linear process
C. Forecast hierarchy
D. Quip spreadsheet

Q.49 A consultant has conducted discovery sessions with CK stakeholders and is ready to start gathering
use cases for sales processes.

Which two groups should provide content for the use cases?

A. Sales operation
B. Executives
C. Finance team
D. Sales rep

Q.50 CK is expanding its operations to Europe. The company wants to enable advanced currency
management to support both EUR and USD currencies and show the total value of open oppo on
account records.

How should the consultant implement a solution to meet the requirement?

A. Use a custom summary formula field on the oppo


B. Create a cross object formula field on the account
C. Install a third-party app from the app exchange
D. Use a roll up summary field from the opportunity to the account.
Q.51 sales stages are shared between sales methodologies at CK. There are three product lines with
unique sales methodology. A few sales stages overlap between the three product lines.

Which two recommendations should the consultant make?

A. One set of oppo stages


B. Three record types
C. Three sets of opp stages
D. One record type

Q.52 Ck wants to utilize opp to report and track subscriptions to its shoe of the month club. Subscriber
can make a single payment or pay weekly, monthly or quarterly.

Which solution should the consultant recommend to meet the requirement?

A. Enable schedules on the product object


B. Activate schedules on the opp object
C. Configure assets with a lookup to the opp object
D. Implement contracts with a look up to the opp object

Q.53 each product engineer at CK supports a specific product line. There are three product lines. Sales
reps sell all of the company product line. Sales management wants the appropriate product engineer
automatically assigned to any new opp for their particular product line with read only rights.

What are two actions the consultant can take to meet the requirement?

A. Create criteria based opp sharing rules for each product line
B. Enable default acc teams for each product line
C. Manually assign a product specific role to each product engineer
D. Enable default oppo teams for the oppo.

Q.54 CK has completed the discovery stage and leadership has aligned on the projects business goal.

What should the consultant formalize with stakeholders before moving to the next project.

A. Onboard team members to start development of the solution


B. Create user theories to present for prioritization
C. Develop wireframes to visualize the product end state
D. Define key metrics to identify how success will be measured
Q.55 CK manages contacts for lead generation in a marketing application. Following a new SF
implementation, inbound leads will be reviewed in the marketing application and then migrated to
salesforce.

Which contacts should the consultant migrate from the marketing application to leads in salesforce?

A. Qualified contacts
B. Active contacts
C. All contacts
D. New contacts

Q.56 CK is undergoing a GDPR-focused implementation to ensure access to personal information is


limited to only users who need access to a company’s account. CK has a private account model.

How should the consultant provide specific account access to the renewals and sales operation teams?

A. Create a criteria based sharing rule to share accounts with the sales operations and renewals
public groups.
B. Add renewals and sales operations team members to a sales user’s default opportunity team
C. Build renewals and sales operations account team member roles and ask sales to allocate
account team members to the appropriate users.
D. Create a role based sharing rule to share all accounts with the role

Q.57 CK team needs to quickly look up contacts accounts and oppo and easily log calls from their mobile
phones. Due to limited coverage in certain geographic areas, the team wants access to customer
information while OOO and when they are without the internet connection.

Which two steps should a consultant recommend?

A. Enable salesforce Inbox


B. Download the salesforce mobile app
C. Enable caching and offline edit
D. Enable mobile SDK
Q.58 The CK GST are distributed across region. 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 dashboard.

What should the consultant recommend to meet this requirement?

A. Create dashboard folders for each regional sales team and one dashboard folder for the
leadership team
B. Create dashboard folders for all regional sales team 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

Q. 59 At CK each sales rep is assigned a sales ops specialist and a sales engineering. CK wants to ensure
that the assigned sales ops specialist and sales engineer have access to the correct accounts. The OWD
for contacts are set to control by parent

Which solution should the consultant recommend to meet this requirement?

A. Change the contact OWD to private and create sharing rules to grant visibility
B. Set up account teams with defaults for each sales rep
C. Use apex managed sharing to automatically share any new contacts
D. Add the sharing button to the page layout so sales reps can share contacts as needed

Q.60 NTO finished implementing sales cloud for a mid market sales team. Sales management wants to
tarck data trend and adoption.

What should the con, recommend to measure core sales cloud record data?

A. Adoption dashboard pack


B. System overview page
C. User login report
D. Salesforce optimizer

Q.61 CK is running a campaign for the shoe of the month club. Sales management wants to use
campaign influence features with opp to attribute a percentage of success to influential campaigns.

Which feature will allow for revenue share with standard and custom attribution models?

A. Create a formula field to track campaign influence


B. use customizable campaign influence for reporting
C. Use sharing rules to give access to campaign members
D. Create a reporting snapshot for campaigns
Q.62 The discovery phase with CK has just ended. CK wants a visual way to see how the new business
process will work. CKs process is complex and requires multiple slides.

What should the consultant create to give CK this high level view?

A. Capability model
B. Universal process notation
C. Value stream map
D. SIPOC map

Q.63 what are two capabilities of data loader?

A. Runs one time or scheduled data loads


B. Prevents importing duplicate records
C. Export field history data
D. Extract organization and configuration metadata

Q.64 UC wants to set up Einstein activity capture for Microsoft to allow automatic syncing of sales reps
person accounts with Microsoft contacts and vice versa.

Which consideration should the consultant be aware of?

A. Lightning sync works in conjunction with Einstein activity capture


B. New person accounts should be created in SF and synced to Microsoft
C. Einstein activity capture is supported in the SF classic interface
D. New person accounts should be created in Microsoft and synced to salesforce

Q.65 The admin at CK needs to understand the adoption of SF files and MFA

What should a consultant recommend to analyze adoption?

A. Open the lightning usage App


B. Create a report for the login history object
C. Run the salesforce optimizer
D. Review the setup audit trail

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