Salesforce sales cloud consultant practice test

A consultant has successfully deployed Sales Cloud at Cloud Kicks.
What is the final step in completing an engagement?

• A. Activate users in the system.
• B. Validate the implementation.
• C. Obtain stakeholder sign-off.

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. Discovery
• C. Challenge Framing

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 before the conference.
• B. Implement Sales Cloud out of the box and iterate before the conference.
• C. Reduce the scope and deploy Accounts and Contacts before the conference.

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 via the Salesforce mobile app.
• C. Install an AppExchange package to convert leads via the Salesforce mobile app.

Access to Opportunities at Cloud Kicks should be restricted.
Sales users should only have access to two categories of Opportunities:
* Opportunities they own
* Opportunities that are tied to accounts they own
Which action should a consultant take to meet the requirement?

• A. Set organization-wide defaults for Accounts and Opportunities to Private.
• B. Set organization-wide defaults for Accounts and Opportunities to Public Read- Only.
• C. Set Opportunity access on the role to View All Opportunities associated with the owner's accounts.

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

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. Annual Contract Value (ACV)
• B. Total Pipeline Value
• C. Customer Lifetime Value (CLV)

Universal Containers has implemented a lead qualification process that uses a lead scoring formul
a. 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.

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 field 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. User currency
• C. Corporate currency

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. Create a Lightning Web Component.
• B. Use Deal Insights In Pipeline Inspection
• C. Create a screen flow.