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NEW QUESTION # 22
Universal Containers would like to associate some contacts with more than one Account (e.g., a contact is an employee of one account and on the boards of several other Accounts). What solution should a consultant recommend to meet this requirement?
- A. Add the contact to the contacts role related list to the other account.
- B. Clone the contact record and add to the 2nd account.
- C. Add the contacts to the partner related list on the second Account.
- D. Associate the contact to other account using lookup field.
Answer: A
NEW QUESTION # 23
The VP of Sales at Cloud Kicks wants to provide options to sales representatives for changing Account or Contract details for a created order.
Which two conditions should the Consultant consider to meet this requirement?
Choose 2 answers
- A. The Currency associated with the Order can be different from the new contract
- B. The price book associated with the Order is also associated to the new Account
- C. The Contract associated with the Order is also associated to the new Account
- D. The Order should be in Draft Status
Answer: C,D
NEW QUESTION # 24
Cloud Kicks is in the process of implementing Sales Cloud for its sales teams. Senior management has concerns about adoption. What should a consultant recommend to encourage adoption?
- A. Re-define the sales process.
- B. Establish goals and key metrics.
- C. Run training in a sandbox environment.
Answer: B
Explanation:
Establishing goals and key metrics is crucial for encouraging adoption of new systems like Sales Cloud. This approach involves setting clear, measurable objectives for the sales team and defining the metrics that will be used to track progress toward these goals. By doing so, management can provide direction and motivation for the sales team, helping them understand the benefits of the new system and how it can help them achieve their targets. Additionally, tracking these metrics allows for monitoring adoption rates and identifying areas where additional training or support may be needed. Redefining the sales process and running training sessions are also important but establishing goals and key metrics provides a foundation for structured and measurable adoption.
NEW QUESTION # 25
Cloud Kicks (CK) wants to migrate data from its existing enterprise resource planning (ERP) system to 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. Create an external ID unique number field in the ERP labeled ERP unique ID.'
- B. Create a text field and insert the ERP unique ID.
- C. Map the ERP unique ID to a custom external ID unique number field.
- D. Use the ERP unique ID as the Salesforce ID.
Answer: C
NEW QUESTION # 26
Universal Containers does not have a direct sales team; its channel partners are responsible for selling and servicing products. Over the past quarter, there has been an increased volume of leads. However, the Vice President of Channels has been receiving many complaints from partners on the poor quality of the leads and has noticed a significant drop in the lead conversion rate. What should a consultant recommend to improve partner satisfaction with the leads being shared?
- A. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners
- B. Use the lead Score on the find duplicates button and assign the leads with a score in the high category
- C. Create multiple validation rules to ensure that all fields on the lead record are populated with data
- D. Create a custom lead score field to assess lead quality and assign the leads that exceed the score to '-' partners
Answer: D
NEW QUESTION # 27
CORRECT TEXT
What are two capabilities of Data.com?
Answer:
Explanation:
1. You can save search criteria for later use
2. You can export contact and company records
NEW QUESTION # 28
Northern Trail Outfitters' sales manager noticed the lead conversion ratio styled the same for the healthcare industry even though the lead creation increased. Which reporting tool should resolve the issue?
- A. Industry performance dash board
- B. Report on leads by source.
- C. Campaign dashboard by industry
- D. Report on lead lifetime by industry
Answer: D
NEW QUESTION # 29
Universal Containers has a large customer base of over 15,000 Accounts and 60,000 contacts. The marketing
manager wants to use the customer data for an upcoming new product launch but its concerned contact may
have moved to other organization (Contact's email tec has changed) what should a consultant recommend to
ensure customer data is accurate?
- A. create a workflow rule for the account and contact owner to confirm contact data
- B. create a vf rule to mass email contacts and capture any email bounce
- C. Use data enhancement tool to verify that account and contact data is up-to-date
- D. Use a data cleaning tool and the stay-in-touch feature of salesforce to email contact
Answer: D
NEW QUESTION # 30
CORRECT TEXT
What are the two levels of access to Salesforce CRM Content that can be granted to partner portal users?
Answer:
Explanation:
Portal
users without a Salesforce CRM Content feature license can download, rate, comment on, and subscribe to content if they have the "View Content on Portals" user permission. They cannot view potentially sensitive data such as usernames and download, version,and subscriber history. Portal users with a Salesforce CRM Content feature license can access all Salesforce CRM Content features granted by their library permission(s), including contributing content, mo
NEW QUESTION # 31
Universal Containers needs to providecontact center agents with access to a customer's payment history if the call concerns a billing problem. The following considerations need to be taken into account:
* Billing problems account for less than 5% of calls.
* Billing data is stored inan external system containing over 20 million records.
* Agents do not want to maintain separate login sessions for Salesforce and the billing system.
Which two solutions should a consultant recommend? Choose 2 answers
- A. Import payment data into Salesforce and add to the contact page layout as a related list.
- B. Create a Visualforce page that retrieves payment information via a Web Service call-out.
- C. Create a custom tab of type URL that displays a search page from the billing system.
- D. Use Lightning Connect to connectand access data in real-time from the billing system.
Answer: B,C
NEW QUESTION # 32
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 instalments 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 meeting the requirement?
- A. Set the default quantities to 12, 24, and 36 in a new Price Book for instalment sales.
- B. Add a custom field to the Quotes object to capture the number of instalments.
- C. Use Revenue Schedules to capture instalment payment plan details for each Product.
- D. Create a Process Builder to create an Order for each instalment payment.
Answer: C
Explanation:
Revenue Schedules allow you to recognize revenue from a product over a period of time, rather than at the time of sale. You can create revenue schedules for products that are paid in instalments, and specify the amount and date of each instalment. This can help the finance department forecast the revenue more accurately and easily. Verified Reference:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 15)
https://help.salesforce.com/s/articleView?id=sf.forecasts3_revenue_schedule.htm&type=5
NEW QUESTION # 33
Universal Containers wants to implement a new web presence to support its customers. It has provided the following requirements:
* Ability for visitors to search Knowledge articles without registering or logging in
* Ability for over one million registered customers to securely submit cases and view the status of those cases
* Ability to display white papers to registered customers
* Ability for registered customers to save favorite Knowledge articles for easy access later What should the consultant recommend as part of the solution?
- A. Implement Employee Communities with Content.
- B. Implement Customer Communities with Knowledge.
- C. Implement Partner Communities with Knowledge.
- D. Implement Customer Communities with Content.
Answer: B
NEW QUESTION # 34
Where do you select the "Marketing User" checkbox to enable a user to create, edit, delete, and clone campaigns; manage campaign members; and edit advanced campaign setup?
- A. Profile
- B. User record
- C. Sharing Rules
- D. Org-wide defaults
Answer: B
NEW QUESTION # 35
Universal Containers uses Products in Salesforce and has a private security model. The product Management employees do NOT have access to all opportunities but want to track the performance of a new product after it is launched. What should a consultant recommend to allow the product management employees to track the performance of the product.
- A. Create a new product and add it to the price book with the product manager as an owner.
- B. Create a trigger to set the product manager as owner for opportunities on the new product.
- C. Create a trigger to add the product management team to the sales team of relevant opportunities.
- D. Create a criteria-based sharing rule to add the product management team to relevant opportunities.
Answer: C
NEW QUESTION # 36
Cloud Kicks wants to utilize Opportunities to report and track subscriptions to its "Shoe of the Month" club.
Subscribers can pay in full (all at one time), weekly, monthly, or quarterly. Which solution should the Consultant recommend to meet Cloud Kicks' need?
- A. Enable schedules on the Product object.
- B. Enable schedules on the Opportunity object.
- C. Configure the use of contracts with a lookup to the Opportunity object.
- D. Configure the use of assets with a lookup to the Opportunity object.
Answer: A
NEW QUESTION # 37
Cloud Kicks is expanding its operations to Europe. The company wants to enable able Advanced Currency Management to support both EUR and USD currencies, and show the total values of open opportunities on account records.
How should the consultant implement a solution to meet the requirement?
- A. Use a Roll-up Summary field from the Opportunity to the Account.
- B. Use a custom summary formula field on the Opportunity.
- C. Create a cross-object formula field on the Account.
- D. Install a third-party app from the AppExchange.
Answer: A
Explanation:
* Using a Roll-up Summary field from the Opportunity to the Account is the best way to meet the requirement of showing the total values of open opportunities on account records when enabling Advanced Currency Management. A Roll-up Summary field is a field that calculates values from related records, such as count, sum, min, max, etc. Advanced Currency Management is a feature that allows users to enable dated exchange rates and track historical exchange rates in Salesforce. By using a Roll-up Summary field from the Opportunity to the Account, Cloud Kicks can display the sum of the open opportunity amounts on each account record, and use the dated exchange rates to convert the currency amounts based on the close date of the opportunities.
NEW QUESTION # 38
Northern Trail Outfitters (NTO) wants to implement a website for a new product launch. The site should be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team. What solution should the consultant recommend?
- A. Salesforce1 Sites
- B. Site.com
- C. Customer Community
- D. Force.com Sites
Answer: B
NEW QUESTION # 39
How should a consultant configure Sales Cloud if a customer requires two unique sets of sales stages for opportunities based on the opportunity amount being greater than or less than $100,000 USD?
- A. Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.
- B. A Create one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.
- C. Create two sales processes, two opportunity record types, and a workflow rule triggered by sales stage.
- D. Create two sales processes and a workflow rule triggered by opportunity amount to assign a sales process.
Answer: A
NEW QUESTION # 40
Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas.
Which solution should a consultant recommend?
- A. Configure Quotas with a Product family report and add necessary fields.
- B. Create a custom report type with Forecasting Quotas and Forecasting Items.
- C. Create a Joined report with dosed Opportunities, Forecasting Items, and Quotas.
Answer: B
Explanation:
To show reports and dashboards with Opportunity Forecast by Product family with team Quotas, creating a custom report type that includes Forecasting Quotas and Forecasting Items is the recommended solution. This custom report type allows sales managers to generate detailed reports that combine information about forecasted opportunities and the quotas set for the team, providing a comprehensive view of performance by product family.
References:
* Custom Report Types
* Forecasting in Salesforce
NEW QUESTION # 41
Cloud Kicks recently purchased Salesforce, and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to forecasted amounts during the pipeline meetings is time consuming, and it is 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. Tell reps to use the list view to move opportunities between stages.
- B. Modify multiple opportunities at one time in the Forecast page.
- C. Use in-line editing to update the forecast amount for records.
Answer: B
Explanation:
The Forecasts page in Salesforce allows sales managers and reps to view and manage forecast data in real- time. By using the "Forecasts" page, managers can efficiently modify multiple opportunities at once without needing to navigate between individual records. This capability is particularly useful during pipeline meetings as it enables real-time updates to forecasted amounts, streamlining the process and making meetings more efficient.
Salesforce's Forecasts functionality includes the ability to quickly adjust forecast amounts, manage opportunity splits, and commit forecast figures, all within the same interface. This is ideal for pipeline meetings where sales managers need to make quick adjustments based on real-time discussions.
While in-line editing can be helpful, it's limited to updating individual records rather than making bulk changes. Using list views for moving opportunities between stages might help reps manage their pipeline, but it doesn't offer the direct forecasting adjustments required to streamline forecast meetings.
Salesforce Documentation References:
Collaborative Forecasts Overview
Forecasts Page Features
NEW QUESTION # 42
Are accounts, leads, opportunities and contacts all subject to the sharing enabled through territory management?
Answer:
Explanation:
No. Territory management only affects accounts and the standard objects that have a master-detail relationship to accounts. For example, opportunities are included in territory management but leads are not.
NEW QUESTION # 43
UC uses an approval process on Opportunity to streamline approvals. Sales management needs to analyse the numbers of opportunities at each step in the approval Process. What Solution will support this request?
- A. Create an opportunity with approvals report and filter by approval step.
- B. Create an approval process report and group by opportunity and approval step.
- C. Add a roll-up summary field for approvals related to opportunities for reporting.
- D. Use a field update to capture the approval step on the opportunities for reporting.
Answer: B
NEW QUESTION # 44
Cloud Kicks' (CK) global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. CK wants to generate accurate reporting directly in Sales Cloud.
After enabling Advanced Currency Management, what should the consultant do next?
- A. Adjust currency conversion dynamically based on date range.
- B. Show deal values in a user's default currency.
- C. Update currency values manually on a weekly basis.
Answer: A
Explanation:
Enabling Advanced Currency Management in Salesforce allows Cloud Kicks to manage dated exchange rates, which are essential for accurate reporting on global sales in multiple currencies. This feature enables dynamic adjustment of currency conversions based on the date of the transaction, providing more precise financial reporting that reflects currency fluctuations over time.
* Using Advanced Currency Management: This feature enables Salesforce to apply the correct exchange rate based on the close date of an opportunity, ensuring that financial reports in Salesforce accurately reflect historical and current exchange rates.
* Accuracy in Global Reporting: With dynamic currency conversion adjustments, CK can eliminate the need to manually convert currencies, enhancing both the efficiency and accuracy of reporting.
Option A (manual updates) would be inefficient and error-prone, and Option B (showing in user's default currency) does not address currency conversion for reporting purposes. More information on setting up currency management can be found in Salesforce Advanced Currency Management documentation.
NEW QUESTION # 45
After creating a brand new sneaker Product object record for Cloud Kicks, the admin is unable to add this product to Price Books.
How should the consultant resolve the issue?
- A. Edit the sharing settings of the Product object.
- B. Set a standard active price.
- C. Add the product to a price schedule.
Answer: B
Explanation:
In Salesforce, a product must have an active standard price defined before it can be added to any price book.
Without this, the product will not be available for selection within price books, which explains why the admin at Cloud Kicks is unable to add the new product.
* Activating Product for Price Books: By setting a standard active price, the product becomes eligible for inclusion in price books, allowing it to be sold and associated with opportunities.
* Ensuring Products are Ready for Sales: The standard active price acts as a baseline, ensuring that all products have a minimum price defined before they can be added to custom price books.
Option A (adding to a price schedule) is unrelated to price book eligibility, and Option B (editing sharing settings) pertains to access control, not price activation. For additional information, see Salesforce Product and Price Book Management.
NEW QUESTION # 46
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