SALES-CLOUD-CONSULTANT Online Practice Questions and Answers

A Service Manager has just configured Live Agent at a company site. Now, the Agents cannot see the Live Agent footer component in the console.

Which configuration option should be verified?

A. Verify that users have access to the Live Agent chat buttons.

B. Verify that users have access to the Live Agent public group.

C. Verify that users are assigned the Live Agent feature license.

D. Verify that users are assigned the Live Agent user profile.

Match this tip with its design consideration. "Show each job function relevant information"

A. Tab and field naming

B. Reduced clicks

C. Search

D. Record types and page layouts

E. Workflow rules and approvals

F. Minimized redundant data entry

Universal Containers has a field team selling their primary container product and an inside sales team calling existing customers to sell product upgrades. The upgrade sales cycle is shorter and less complex than the full sales process. Which solution will allow the inside sales representatives to close upgrade deals without having to follow the full sales process?

A. Create two opportunity record types and sales processes, and assign a simplified page layout to the upgrade V O opportunity record type.

B. Create two page layouts and reduce the number of stages for the inside sales team page layout.

C. Create a custom object for the upgrade process and associate upgrade records with the original opportunity.

D. Use validation rules to prevent inside sales users from selecting unnecessary sales stages for upgrade opportunities.

The Cloud Kicks Sales Support team manually enters leads into Salesforce throughout the week. It was discovered that many of the leads already exist as Contacts in the system based on matching email address. This has resulted in high volume of unconverted leads.

Which solution should be used to identify and block future duplicates from being created?

A. Create a process builder and flow that emails the user of a potential duplicate Contact when a Lead is created.

B. Build a report that groups leads by email address to identify and merge duplicates

C. Use Dataloader to import the leads each week instead of entering leads individually.

D. Activate the Standard Lead Duplicate Rule that matches on both Lead and Contact.

Cloud Kicks has three unique product lines, each with a unique sales cycle. Prospect qualification is consistent across the product lines; sales representatives then follow the specific product line's sales cicle. Which two actions should a Consultant recommend to achieve these requirements? Choose 2 answers

A. Define the default opportunity teams for each opportunity record type.

B. Define sales stages that align with opportunity record types.

C. Create sales process to map to each opportunity record type

D. Create opportunity record types for each sales process.

E. Create public groups for each opportunity sale process.

Cloud Kicks is implementing Enterprise Territory Management for its retail sales unit. The sales director wants a detailed roll-up forecast for Territories to be provided.

Which two recommendations should the Consultant make?

Choose 2 answers

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

B. Create Apex class code to roll up forecast details for a Territory.

C. Assign a Forecast Manager to a Territory.

D. Include the Formula field in the Territory page layout.

Cloud Kicks is a large global company. The week of global training falls on a holiday week for the European region of the office on holiday.

Which best practice should the Consultant recommend to overcome this obstacle?

A. Run the training as planned and record it so the other users can watch the video.

B. Talk to the manager of that region and tell them how important training is and that they should come.

C. Set up training session for just European region and run the scheduled training.

D. Move training for all users to the following week and communicate the change.

Universal Containers wants to divide the revenue of the closed Opportunities between sales reps that worked on the deal. Additionally, on some deals, the sales reps work with technical sales managers and want a way to credit them for their support.

How should the consultant meet this requirement?

A. Enable Opportunity Teams and ask Opportunity owners to add technical sales managers.

B. Use adjustments in Collaborative Forecasting to attribute Opportunity revenue to each technical sales manager

C. Enable Opportunity splits, revenue splits for sales reps, and overlay splits for technical sales managers.

D. Create 2 formula field on the Opportunity to track revenue attributed to technical sales managers.

A consultant it 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. Deploy the Salesforce mobile app to the team prior to the event.

C. Reschedule the event to ensure functionality is complete.

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

Cloud Kickshas configured Einstein Activity Capture (EAC) for email and is waiting to deploy it. In the meantime, a consultant is preparing training to help end users get up to speed on the product.

Which two points should the consultant include in the training information? Choose 2 answers

A. Users can choose to show emails added via EAC in the Related Lists activities view.

B. Users must connect an email account to Salesforce and agree to terms before they can send emails in Lightning.

C. Users can set their Excluded Addresses list which takes priority over the global Excluded Addresses list.

D. Users can share individual emails or make them private.