Free Salesforce Certified Sales Cloud Consultant Übungsprüfungen - Seite 2 von 8

Question #11

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 #12

During the requirements gathering workshops at Cloud Kicks, the project team and subject matter experts bring up new ideas to incorporate into the current project.

Which best practice should the consultant use to refocus the meeting and stay on topic?

A . Remind the team of the purpose and scope of this project.
B . Incorporate the new ideas into the solution design.
C . Invite only the subject matter experts to subsequent workshops.

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Question #13

Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CK has implemented dated exchange rates by using Advanced Currency Management.

How is the converted currency amount calculation on opportunities determined?

A . The close date only when the opportunity stage is closed
B . The date the opportunity stage is closed regardless of the close date
C . The close date regardless of the opportunity stage

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Question #14

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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Question #15

During the Discovery phase of a Sales Cloud implementation, which step should a consultant complete to prepare for a successful engagement?

A . Set project milestones.
B . Create the implementation plan
C . Define sales processes

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Question #16

Cloud Kicks uses Salesforce to manage business Accounts and Person Accounts. The sales director wants to associate Person Accounts to business Accounts and/or Contacts.

Which approach should the consultant recommend to meet these requirements?

A . Use the Contacts to Multiple Accounts feature.
B . Create a junction object between Account and Contact.
C . Create a custom lookup from Account to Contact.

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Question #17

Northern Trail Outfitters has created a Complaints custom object related to Accounts. The organization-wide default has been set to Private. Only users within the Complaints Specialist public group should be able to view and edit any Complaint record.

Which option should a consultant recommend to meet the requirements?

A . Use Apex managed sharing to grant record access to users In the Complaints Specialist public group.
B . Create a criteria-based sharing rule that grants Read/Write access to the Complaints Specialist public group.
C . Set the Complaints object’s default visibility to allow only the users In the Complaints Specialist public group to access the records.

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Richtige Antwort: B
B

Explanation:

To ensure that only the Complaints Specialist public group can view and edit Complaint records in a Private sharing model, creating a criteria-based sharing rule is appropriate. This rule can be configured to grant Read/Write access to users in the Complaints Specialist group for all records in the Complaints object. This approach meets the requirement of limiting access while providing the necessary permissions to the designated group.

For more on sharing rules, refer to: Salesforce Sharing Rules Overview.

Northern Trail Outfitters has a Complaints custom object related to Accounts with an organization-wide default (OWD) of Private. Only users in the Complaints Specialist public group should view and edit all Complaint records.

Solution:

Criteria-Based Sharing Rule:

Purpose: Sharing rules open up record access beyond the OWD settings.

Implementation Steps:

Navigate to Setup > Sharing Settings.

Select the Complaints object and create a new Criteria-Based Sharing Rule.

Set the criteria to include all Complaint records (e.g., CreatedDate != null).

Share with the Complaints Specialist public group.

Set access level to Read/Write.

Advantages:

Scalability: Automatically includes all current and future Complaint records without manual intervention.

Security Compliance: Ensures only authorized users have access, adhering to the principle of least privilege.

Why Other Options Are Less Suitable:

Option A: Apex managed sharing is more complex and requires custom development. Standard sharing rules suffice for this requirement.

Option C: It’s not possible to set default visibility to only specific users via OWD settings; OWD applies universally and cannot target a public group. Salesforce Sales Cloud

Reference: Sharing Rules Overview: Salesforce Help – Sharing Rules

Creating Criteria-Based Sharing Rules: Salesforce Help – Create Sharing Rules

Public Groups: Salesforce Help – Create a Public Group

By creating a criteria-based sharing rule, Northern Trail Outfitters ensures that only the Complaints Specialist public group has the necessary access to all Complaint records.

Question #18

The sales director at Cloud Kicks wants to enable Person Accounts in its org. The sales director asked a consultant to evaluate the solution and present it to the sales team.

What should the consultant consider when evaluating Person Accounts?

A . Enabling Person Accounts requires a Public Read/Write sharing model,
B . Enabling Person Accounts is irreversible.
C . Person Accounts must have at least two record types.

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Question #19

Cloud Kicks (CK) frequently works with contractors for marketing focus groups. These contractors change companies often, and CK wants to retain its company history through Accounts.

What should the consultant recommend?

A . Use a custom object to represent the previous companies.
B . Implement the Contacts to Multiple Accounts feature.
C . Implement Person Accounts to represent the relationship.

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Richtige Antwort: B
B

Explanation:

The Contacts to Multiple Accounts feature in Salesforce allows a single contact to be associated with multiple accounts, which is useful for situations where individuals change companies or have multiple affiliations. For Cloud Kicks, this feature enables tracking of contractors‘ historical company associations while maintaining a single contact record for each individual. This method retains a complete history of each contractor’s company associations over time, aligning with CK’s need to retain company history.

For more on Contacts to Multiple Accounts, refer to: Contacts to Multiple Accounts Overview. Cloud Kicks (CK) frequently works with contractors who change companies often. CK wants to retain the company history of these contractors through Accounts. To meet this requirement, the consultant should recommend implementing the Contacts to Multiple Accounts feature. Key Points:

Contacts to Multiple Accounts Feature:

Overview: This feature allows a single contact to be associated with multiple accounts in Salesforce. Primary Account: Each contact has a primary account, which is the account reflected in the Account Name field on the contact’s detail page.

Related Accounts: Additional accounts can be associated with the contact via the Related Accounts list, maintaining a history of previous employers or associations. Benefits:

Historical Tracking: CK can track the history of contractors as they move between different companies, retaining valuable relationship data.

Data Integrity: Eliminates the need for duplicate contact records, ensuring data remains clean and consistent.

Enhanced Relationships: Provides a complete view of a contact’s affiliations, aiding in marketing and communication efforts.

Why Other Options Are Less Suitable:

Option A: Using a custom object to represent previous companies is unnecessary and complicates the data model when standard functionality exists.

Option C: Implementing Person Accounts is intended for organizations that deal with individuals rather than businesses. It merges account and contact fields for B2C scenarios, which doesn’t align with CK’s need to track contractors associated with multiple companies. Salesforce Sales Cloud

Reference: Relate a Single Contact to Multiple Accounts: Salesforce Help – Contacts to Multiple Accounts

Setting Up Contacts to Multiple Accounts: Salesforce Setup Guide

By implementing the Contacts to Multiple Accounts feature, Cloud Kicks can effectively manage contractors who frequently change companies while preserving their company history through Accounts.

Question #20

Cloud Kicks (CK) has recently rolled out Sales Cloud. CK uses an enterprise resource planning (ERP) system as its system of record for customer data. When an account has its first Closed Won opportunity, the ERP system should be updated immediately from the account and opportunity records.

Which option should the consultant recommend to meet the requirement?

A . Script the ERP to call a Flow endpoint every 5 minutes to fetch newly won opportunities and their related accounts.
B . Implement Platform Events to publish Opportunity wins to the ERP, which will call back for opportunity and account Information.
C . Create an Accounts with Opportunities report filtered on Opportunities won today that the ERP can subscribe to.

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