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Question # 1

The consultant at Cloud Kicks has successfully implemented Einstein Lead Scoring. The VP of sales wants to see the effectiveness of this new functionality. What should the consultant do to fulfill this request? 

A. Add the Einstein prediction column to the forecast list view.
B. Add a standard dashboard for Sales Cloud Einstein.
C. Create a custom report type tor Seles Cloud Einstein records.

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Question # 2

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 to child account records needs to be shared manually.
B. Access to child account records Is granted via the Account Hierarchy.
C. Access to child account records is controlled by default Account Teams.

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Question # 3

Universal Containers (UC) does business with a contact associated with a specific account with the contact role of executive. The contact is also on the board of a nonprofit that has requested a charitable donation from UC. UC wants to track the contact on both accounts. What is the most efficient solution that the consultant should implement to meet the requirement? 

A. Create a new lookup field on the Contact record.
B. Create a new Contact record related to the nonprofit account.
C. Enable the Contact to Multiple Accounts feature.

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Question # 4

The admin at Cloud Kicks recently implemented Sales Cloud and needs to understand the adoption of Lightning Sales Console. 

A. Run the Salesforce Optimizer.
B. Open the Lightning Usage App.
C. Create a custom report.

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Question # 5

Cloud Kicks wants to enable sales reps to view an Individual team member's split percentage when the split percentage is less than 100% of the revenue amount. Which attribution method should the consultant recommend? 

A. Opportunity Percentage Split
B. Opportunity Overlay Split
C. Opportunity Amount Split

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Question # 6

A consultant is addressing Cloud Kicks' performance measurement needs and overcoming challenges within Sales Cloud. Which approach should a consultant adopt? 

A. Rely on general industry standards to determine performance measurement criteria andsystem architecture.
B. Collaborate closely with the customer to discern their specific performancemeasurement requirements.
C. Implement standardized performance measurement practices to ensure consistencyacross Sales Cloud.

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Question # 7

It is challenging for the sales operations team to provide Universal Containers with accurate and insightful reports due to the poor quality and high volume of Account, Contact, and Lead data. As the team performs data cleansing, productivity has been impacted, leading to Inefficiency and low adoption. What should the consultant do first? 

A. Create a data management plan and a data quality dashboard.
B. Install and configure a data cleansing app from AppExchange.
C. Use Duplicate Rules to identify and report data quality issues.

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Question # 8

Cloud Kicks wants to help its sales reps identify stalled opportunities in a single view. Which solution should the consultant recommend to meet the requirement? 

A. Use Deal Insets to Pipeline Inspection.
B. Create a screen flow.
C. Create a Lightning Web Component.

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Question # 9

Northern Trail Outfitters launched Salesforce for its EMEA subsidiary 3 months ago and wants to gain insight into usage. Which option should a consultant recommend to meet this requirement? 

A. Analyze the Setup Audit Trail to determine the number of logins per day.
B. Create and subscribe to a custom report of active users by role.
C. Install the Salesforce Adoption Dashboard from AppExchange.

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Question # 10

Cloud Kicks (CK) has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opportunities are being lost. What is the most efficient way for a consultant to meet this requirement? 

A. Create a Competitors channel in Slack to share insights and stories.
B. Create a new custom object and automation to track competitors.
C. Create a new custom field on the Opportunity object.

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Question # 11

Cloud Kicks (CK) has organization-wide defaults set to Public Read-Only for Opportunity. One of the Account Team roles at CK Is Executive Sponsor. Account Team members with the Executive Sponsor rote need Read/Write access to all child Opportunities. How should the consultant meet the requirement? 

A. Create an Opportunity snaring rule to grant Read/ Write access to Opportunities.
B. Create a flow to grant Read/Write access to Opportunities.
C. Create an Account sharing rule to grant Read/Write access to Opportunities.

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Question # 12

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. Create a Joined report with dosed Opportunities, Forecasting Items, and Quotas.
B. Configure Quotas with a Product family report and add necessary fields.
C. Create a custom report type with Forecasting Quotas and Forecasting Items.

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Question # 13

Northern Trail Outfitters had issues with its last two Salesforce deployments, both of which caused system downtimes that exceeded planned estimates. The CIO asked a consultant to develop a Risk Register to identify and mitigate these types of issues with future deployments. The CIO asked the consultant to log the two previously known issues as a starting point for the register. In which Risk category do these system downtime issues fall? 

A. Technical Risk
B. Compliance Risk
C. Operational Risk

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Question # 14

What is a key capability of Data Loader?

A. Prevents importing duplicate record data
B. Imports organization and configuration metadata
C. Runs one-time or scheduled data imports

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Question # 15

Annual sales numbers change depending on renewal periods and new products. Sales managers at Universal Containers (UC) want to emphasize the importance of customer retention when prioritizing the pipeline and customer engagement for the sales team. Which metric should the consultant recommend to help UC emphasize the importance of customer retention to the overall business strategy? 

A. Total pipeline Value
B. Customer Lifetime Value (CLV)
C. Annual Contract Value (ACV)

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Question # 16

A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation. What should the consultant do during the planning stage to ensure a successful implementation? 

A. Design a prototype of the suggested solution.
B. Identify which Salesforce features and functions to use.
C. Define goals, metrics, project schedule, and sales processes.

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Question # 17

The Cloud Kicks global sales team has asked for a simpler way to view and manage its opportunity pipeline. The team is often responsible for hundreds of deals at a time across multiple countries and currencies. The sales reps have suggested using the Kanban view. What is a consideration when using the Kanban view? 

A. It can roll-up summary fields for Currency fields.
B. It can summarize records by Currency fields.
C. It can display up to 10 fields per card.

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Question # 18

The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks. The sales team needs to create and edit leads, contacts, and opportunities with ease. Which feature should the consultant recommend the sales team use? 

A. Smart Actions
B. Lightning Mobile Component
C. Einstein Activity Capture

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Question # 19

Universal Containers has implemented a lead qualification process that uses a lead scoring formula. Upon review, many of the converted leads with the highest scores had little interest in making a purchase. Which modification to the current lead qualification process should a consultant recommend? 

A. Include a measure for the number of marketing touches.
B. Increase points for actions that Indicate intent.
C. Evaluate each record against the target marketing persona.

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Question # 20

A consultant received feedback that various sales teams are providing inconsistent updates to leadership about the progress of deals. What should the consultant recommend for aligning processes and providing more reliable information about the pipeline to leadership? 

A. Create a Sales Engagement report.
B. Customize Sales Path.
C. Enable Sales Forecasting.

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Question # 21

The Cloud Kicks pipeline and forecasting reports are inaccurate because sales reps are creating opportunities after they are already closed won. Sales management wants visibility into how often the sales reps are creating these types of opportunities. Which solution should the consultant recommend? 

A. implement automation to update the opportunity to the first stage in the sales process.
B. Configure a report that displays opportunities that have an earlier dosed date than
C. Run the opportunity Pipeline line standard report to view the upcoming opportunities by stage.

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Question # 22

How can a consultant determine which capabilities of a Sales Cloud implementation are required during the Discovery phase? 

A. Establish KPIs for end MTV.
B. Observe end users.
C. Demo Sales Cloud to end users.

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Question # 23

Cloud Kicks (CK) recently completed the first phase of its Sales Cloud implementation. In the next phase, one factor that consultants are considering is whether any of CK's 500 sales agents are using a mobile device or a browser to access Salesforce. What should the consultants do to efficiently analyze how users are logging in to Salesforce? 

A. Review the login history on the user record.
B. Create a custom report on the User object.
C. Create a User report and filter by login Subtype.

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Question # 24

The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office. What should a consultant recommend? 

A. Enable Conversions for the Salesforce mobile app in Lead Conversion settings.
B. Create a Global Action to convert leads vie the Salesforce mobile app.
C. Install an AppExchange package to convert leads via the Salesforce mobile app.

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Question # 25

At a kickoff meeting for a new project, a consultant starts gathering information to be used in the project implementation plan. They ask the participants to define what project success will look like. Which strategy is the consultant using? 

A. Design Direction
B. Challenge Framing
C. Discovery

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Question # 26

In a recent management meeting, the VP of sales voiced concern over the current economic environment. To better understand the effectiveness of its marketing efforts, the VP expressed a need to monitor and reduce churn going forward. Which strategy should a consultant recommend to address the VP's concern? 

A. Create a Historical Trending report.
B. Create an average stage duration by Opportunity report.
C. Create a year over year sales by Account report.

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Question # 27

A consultant is initiating a Sales Cloud project for Cloud Kicks. Which essential action should the consultant prioritize to ensure successful implementation and adoption? 

A. Design end user training plan.
B. Set project milestones and establish key performance indicators (KPIs).
C. Develop Quality Assurance (QA) testing scripts.

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Question # 28

Sales reps at Cloud Kicks (CK) often receive important customer emails they want to log as records 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. Einstein Activity Capture
B. Salesforce Inbox
C. Lightning Console for Sales

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Question # 29

Cloud Kicks (CK) recently implemented Einstein Opportunity Scoring in its production org. CK is using the Amount field in its Opportunity Scoring model. What will a user without access to the Amount field on the Opportunity object observe? 

A. The Amount field will display an error in the contributing factors section.
B. The Opportunity Score field and the Amount field will be hidden for that user.
C. The Amount field will be hidden from the contributing factors section.

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Question # 30

Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned. Which solution should the consultant recommend when CK sets up the new account process? 

A. Place the user in a separate role at the highest level of the role hierarchy.
B. Add the user to a separate role at the lowest level of the role hierarchy.
C. Assign the Modify All Data permission to the user.

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Question # 31

Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them. Which functionality should the consultant recommend? 

A. Develop a new Sates Console app including opportunities.
B. Select the Split View option from the My Opportunities list view.
C. Create a dashboard with reports on My Opportunities.

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Question # 32

Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them. Which functionality should the consultant recommend? 

A. Develop a new Sates Console app including opportunities.
B. Select the Split View option from the My Opportunities list view.
C. Create a dashboard with reports on My Opportunities.

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Question # 33

The Sales Cloud implementation at Cloud Kicks (CK) is now live. End user training is complete. IT stakeholders have signed off on the technical aspects of the project. The CK admin continues to call the consultant with questions about the sales process. What should the consultant do? 

A. Suggest that CK purchase a support agreement.
B. Conduct a knowledge transfer with the admin.
C. Recommend that the admin attend Salesforce instructor-led training.

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Question # 34

Cloud Kicks (CK) is starting to plan its first Salesforce Release. CK would like to put together a comprehensive preview of the release to communicate the upcoming changes and new features to the leadership team, stakeholders, and end users. CK has asked a consultant for guidance. Which option should the consultant recommend? 

A. Release Matrix
B. Release Notes
C. Release in a Box

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Question # 35

After Cloud Kicks implemented Sales Cloud Einstein, a consultant realizes they are unable to activate all of the features. Which step should the consultant take to troubleshoot the issue? 

A. Check the Soles Insights Integration User profile configuration.
B. Reconfigure the Einstein Lead Scoring app.
C. Confirm users have the feature license assigned.

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Question # 36

Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org. Which action should the consultant recommend? 

A. Hold a kickoff meeting with the CK stakeholders.
B. Conduct discovery sessions and document existing business practices for each company.
C. Export the data from the competitor's system and merge it into Ck’s org.

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Question # 37

Some of the large accounts at Northern Trail Outfitters have many contacts. Sales reps want to see how these contacts relate to each other and understand the reporting structure. Which feature should the consultant recommend to meet this requirement? 

A. Contact Hierarchy
B. Contacts to Multiple Accounts
C. Contact Roles

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Question # 38

When addressing challenges within Cloud Kicks' Sales Cloud project, which approach should a consultant prioritize to extend declarative development effectively? 

A. Prioritize standard Salesforce features to manage costs while ensuring project success.
B. Assess project requirements to decide if custom development or third-party apps areneeded, considering budget and resources,
C. Opt for custom development, weighing long-term scalability and maintenance againstquick solutions.

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Question # 39

What are two considerations for enabling multiple currencies at Cloud Kicks? Choose 2 answers 

A. The primary currency is automatically displayed in parentheses when using multicurrency.
B. Accounts, Opportunities, Leads, Cases, and Opportunity Product Schedules supportmulti-currency reporting.
C. When multi-currency is enabled, changes to exchange rates update the convertedamount on all records except closed opportunities.
D. The multi-currency enablement process is irreversible.

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Question # 40

Cloud Kicks rolled out Sales Cloud recently. The VP of sales wants to display a view of internal and external data on the lifetime spend for each account on the Salesforce account detail page. Which option should a consultant recommend to meet this requirement? 

A. Salesforce Data Pipelines
B. Einstein Discovery
C. Sales Engagement

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Question # 41

Cloud Kicks has 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.

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Question # 42

Cloud Kicks manages prospects for lead generation in a marketing application. To ensure data quality, which prospects should the consultant migrate from the marketing application to lead records? 

A. All prospects
B. Contacted prospects
C. Qualified prospects

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Question # 43

Cloud Kicks wants to assign territories in bulk to Opportunities. What should the consultant do to meet the requirement? 

A. Update Opportunity sales team with territory assignments.
B. Schedule auto-assignment rules in the territory model.
C. Run the filter-based Opportunity territory assignment.

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Question # 44

Cloud Kicks (CK), a large global organization, is rolling out a complex Salesforce Release to its staff located in offices around the world, Which approach should the consultant recommend that CK use for training this audience? 

A. Leverage Trailhead and documentation.
B. Conduct Train-the-trainer sessions,
C. Configure In-App Guidance.

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Question # 45

Cloud Kicks has a Web-to-Lead form on its website. Following an update to the form to add new picklist values, some leads are routing to the default lead owner. What should the consultant validate when troubleshooting the issue? 

A. The picklist values are part of Lead assignment rule criteria.
B. A new web-to-lead form needs to be created to reflect the new picklist values.
C. Picklist values are included in only one rule entry.

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Question # 46

Cloud Kicks has purchased a list of prospects 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. Import the prospects as Contacts and assign them to Accounts.
C. Import the list as new Leads and map the Campaign during import.

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Question # 47

Sales leadership at Universal Containers is concerned that sales reps are negotiating deals with contacts without the authority to make a decision, resulting in lost deals. What should the consultant recommend to resolve the issue? 

A. Allow sales reps to mark the contact on each opportunity as “Primary” to indicate the decision maker.
B. Require sales reps to add the stakeholder as the decision maker on each opportunity before the rep can progress the stage.
C. Enable Opportunity Teams so sales reps can track the decision maker for each opportunity.

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Question # 48

Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts without creating duplicate Contact records. What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature? 

A. Create a junction object to link Accounts and Contacts.
B. Designate a default account as the Contact's primary account.
C. Add account relationships from the Contact record.

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Question # 49

Which prerequisite should the consultant consider before enabling Opportunity Splits?

A. Ensure open opportunities are owned by active users.
B. Enable Opportunity Teams and confirm the owner is a team member.
C. Add customized split types to opportunities.

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Question # 50

During the last requirements meeting, Cloud Kicks team members said they will be attending a conference next week. What should a consultant do in response to this news? 

A. Use the downtime to develop User Acceptance Testing (UAT) scripts.
B. Ask the client to sign off on requirements and start the Build phase.
C. Update the project plan and communicate it to stakeholders.

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Question # 51

Universal Containers (UC) deployed Sales Cloud 3 months ago to the North American sales teams. One of the reasons UC selected Sales Cloud is its mobile support which provides flexibility for sales reps. How should the consultant assure UC's management that Sales Cloud is being successfully adopted on mobile devices? 

A. Download the Login History report and filter by device type.
B. Review the user profiles for mobile device permissions.
C. Report on the opportunity records created on a mobile device.

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Question # 52

A consultant has been tasked with analyzing the way sates reps use Salesforce to work a deal from inception to close, and then presenting this information to management. What should the consultant utilize to present the information? 

A. Sales Architecture Map
B. Business Process Map
C. System Landscape Diagram
D. Entity Relationship Diagram

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Question # 53

Cloud Kicks has recently hired a new inside sales team. Management wants to ensure that steps in the sales process are clear and adhered to by the team. Each step must have clear guidelines, support materials, and coaching tips. What should the consultant recommend to support the new sales team and management? 

A. Create Validation Rules on the Opportunity Stage field.
B. Create a flow paired to each of the Opportunity stages.
C. Create a Path on the Opportunity object.

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Question # 54

Cloud Kicks (CK) has requested a Statement of Work (SOW) that clearly details who will train users on new features and how the training will be delivered. Which section of a SOW should the consultant discuss with CK to meet the requirement? 

A. Scope
B. Background
C. Terms and Conditions

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Question # 55

Cloud Kicks recently launched Sales Cloud, Admins need to know the pages with the highest traffic.
Which option should a consultant recommend to meet this requirement?
 

A. Install the Salesforce Adoption Dashboards package from AppExchange.
B. Create a custom report based on Lightning Exit By Page Metrics.
C. Create a custom report based on Lightning Usage By Browser Metrics.

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Question # 56

As part of a Sales Territories implementation, Cloud Kicks wants the user to manually search for a territory in an active territory model and assign it to opportunities. Which approach should the consultant recommend to meet this requirement? 

A. Enable sharing access to the Account to assign any active territory to opportunities.
B. Use default Sales Territories to assign any active territory to the opportunity,
C. Update the profile with the Manage Territory permission.

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Free Salesforce Sales Cloud Consultant Exactly Word To Word Same Exam Questions

Question # 1: Universal Containers (UC) deployed Sales Cloud three months ago to the North American sales teams. One of the reasons UC selected sales cloud is its mobile support which provides flexibility for account executive.
How should the consultant assure UC s management that Sales Cloud is being successfully adopted on mobile de devices?
A. Create a report to show the volume of opportunities created in the last three months
compared to a year ago.
B. Create a custom report type to show the use of mobile devices by users in the last three months.
C. Track sales results month-over-month for the last three months to show an increase m the average order site.
D. Leverage visualforce to show the use of mobile devices by users during the last three months:.

Answer: B

Explanation: UC's management wants to ensure that Sales Cloud, particularly its mobile functionality, is being successfully adopted. To demonstrate this, the most direct and relevant method is to track how many users are actually using mobile devices to access the system over the last three months. Creating a custom report type that focuses specifically on mobile device usage would provide a clear picture of whether the mobile feature is being utilized by account executives, which was a key reason for choosing Sales Cloud.

Here's why the other options aren't ideal:

• A (opportunities created): This measures general sales activity, not specifically mobile adoption.
• C (track sales results): This measures business performance, which may not correlate directly with mobile adoption.
• D (visualforce): While you could use custom Visualforce pages, Salesforce already provides robust reporting tools, and leveraging standard reporting (as in option B) would be simpler and more efficient.

Salesforce Sales-Cloud-Consultant Frequently Asked Questions