Free Salesforce Certified Sales Cloud Consultant Übungsprüfungen

Question #1

Cloud Kicks (CK) plans to implement Advanced Currency Management in Sales Cloud. CK has roll-up summary fields on the Opportunity.

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

A . Opportunity roll-up summary fields will update from the Opportunity Line Item object.
B . Opportunity cross-object formulas always use the dynamic conversion rate for currency conversion.
C . Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports.

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Richtige Antwort: A
A

Explanation:

Cloud Kicks (CK) plans to implement Advanced Currency Management and has roll-up summary

fields on the Opportunity object. When enabling Advanced Currency Management, CK should

consider that Opportunity roll-up summary fields will update from the Opportunity Line Item object,

but with certain limitations.

Key Points:

Advanced Currency Management (ACM): ACM allows organizations to manage dated exchange rates for Opportunities and Opportunity-related objects, which is essential for accurate reporting over time in multi-currency environments.

Roll-Up Summary Fields Limitations:

Roll-up summary fields that SUM currency amounts from related records (like Opportunity Products/Line Items) use the static conversion rate rather than the dated exchange rate. This means that when using ACM, roll-up summary fields on the Opportunity that aggregate Opportunity Line Item amounts may not reflect the expected values based on dated exchange rates. Considerations for CK:

CK should be aware that roll-up summaries may not align with the dated exchange rates applied to Opportunities when using ACM.

CK may need to adjust their reporting or consider alternative solutions, such as custom formulas or Apex triggers, to achieve the desired calculations.

Why Other Options Are Less Suitable:

B. Opportunity cross-object formulas always use the dynamic conversion rate for currency conversion:

Cross-object formulas do not support dated exchange rates; they use the static conversion rate.

Therefore, this statement is inaccurate.

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

Dated exchange rates are not used in forecasting, custom formula fields, or currency fields in other objects. They are only applied to Opportunities, Opportunity Line Items, and related standard reports.

Salesforce Sales Cloud

Reference: Advanced Currency Management Overview: Salesforce Help – Advanced Currency Management Limitations with Roll-Up Summary Fields: Salesforce Help – Considerations for Advanced Currency Management

"Advanced currency management isn’t supported in cross-object formula fields or roll-up summary fields."

Implications for Reporting: Organizations must plan for these limitations when implementing ACM to ensure financial data accuracy.

By understanding that Opportunity roll-up summary fields will update from the Opportunity Line Item object but may not use dated exchange rates, CK can address potential discrepancies and make informed decisions when enabling Advanced Currency Management.

Question #2

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 factor should the consultant consider when updating the sales territories and Account owners?

A . The organization-wide default should be set to Public before the update can be performed.
B . The Salesforce recycle bin needs to be emptied prior to realignment.
C . The operations team can defer sharing calculations to decrease the risk of lock errors during the data update.

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Question #3

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 . Recommend that the admin attend Salesforce instructor-led training.
C . Conduct a knowledge transfer with the admin.

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Question #4

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 Sales 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 #5

Universal Containers (UC) is going to kick off a Sales Cloud implementation project next month. In preparation for discovery workshops with the business stakeholders, the project manager has asked for a list of key topics the team wants to ask the client about prior to the workshop.

Which topics will help the team get to know UC better?

A . Goals, values, Initiatives, strategies, and obstacles
B . Specific, measurable, achievable, relevant, and time-bound
C . Budget, authority, need, and time

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Question #6

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 #7

The sales director of retail products at Cloud Kicks wants to allow sales reps to clone orders to avoid repetitive tasks.

Which guideline should a consultant consider when cloning an order with products?

A . A cloned order must have a later end date from the associated contract.
B . A cloned order must be associated with the same contract as the original order.
C . A cloned order’s start date must fall between the associated contract’s start and end dates.

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Question #8

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 role need Read/Write access to all child Opportunities.

How should the consultant meet the requirement?

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

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Question #9

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 . Run the Opportunity Pipeline standard report to view the upcoming opportunities by stage.
B . Configure a report that displays opportunities that have an earlier closed date then created date.
C . Implement automation to update the opportunity to the first stage in the sales process.

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Question #10

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

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