Free Salesforce Certified Sales Cloud Consultant Übungsprüfungen - Seite 3 von 8

Question #21

What type of report should a consultant recommend to show sales performance trends over time?

A . Tabular Report
B . Summary Report
C . Matrix Report
D . Joined Report

Question #22

Cloud Kicks (CK) acquired a shoe distribution partner. The marketing and sales directors want to migrate the existing sales and marketing data into CK’s Sales Cloud instance.

Which aspect should the consultant consider first before proceeding with the data migration?

A . Number of marketing campaign licenses required for the migration
B . Role hierarchy and sharing rules set up prior to migration
C . Volume of customer, partner, and prospect data identified prior to migration

Lösung einblenden Lösung ausblenden

Question #23

Cloud Kicks (CK) requires its sales associates to record all interactions with prospects within Salesforce.

Which sales metric should a sales manager at CK use to monitor and reinforce its sales strategy?

A . Activity Tracking
B . Lead Status
C . Event Monitor

Lösung einblenden Lösung ausblenden

Question #24

Cloud Kicks noticed its data quality has degraded since its initial Sales Cloud implementation and is working with a consultant to develop a data management plan. The consultant suggested some best practices for creating, processing, and maintaining data.

Which functional area can be improved by using third-party data enrichment tools?

A . Monitoring changes and updates
B . Owning roles and records
C . Enforcing validation rules

Lösung einblenden Lösung ausblenden

Question #25

The sales team at Cloud Kicks needs to track the number of retail locations for each of its leads. Once the lead is converted, the sales team wants to see the number of retail locations related to their customers. The service team also wants to view this information.

What should the consultant do to meet this requirement?

A . Create a custom object related to the Account and Lead objects to store the retail locations.
B . Map the custom field from the Lead object to the custom field on the Account object during lead conversion.
C . Add roll-up summary fields to calculate the number of retail locations related to the Account and Lead objects.

Lösung einblenden Lösung ausblenden

Richtige Antwort: B
B

Explanation:

To meet the requirement for Cloud Kicks, where both the sales and service teams need visibility on the number of retail locations associated with leads and customers, mapping a custom field from the Lead object to the Account object during lead conversion is the best solution. This approach ensures that the retail location information is carried over from the lead to the account once the lead is converted. This aligns with Salesforce’s recommended practice for managing lead conversion and preserving critical data.

Here’s how it works:

Custom Field Mapping: In Salesforce, custom fields on the Lead object can be mapped to custom fields on the Account, Contact, or Opportunity objects. When a lead is converted, the data in these fields will automatically transfer to the corresponding custom fields in the resulting records.

Data Consistency Across Objects: By mapping the custom field from Lead to Account, the sales and service teams will have a consistent view of the retail locations both during the lead phase and after conversion to a customer account.

Visibility and Access: Since both the sales and service teams need access to this data, mapping the field ensures that it remains available and visible on the Account object, where it can be referenced in account-related activities and service cases.

In this scenario, Option A would require creating a new custom object and building additional relationships, which may complicate the data model unnecessarily.

Option C, using roll-up summary fields, is not applicable here, as roll-up summaries are typically used for parent-child relationships on related records and not for field mapping during lead conversion.

For more information on lead conversion and custom field mapping, refer to Salesforce’s official documentation on Mapping Custom Lead Fields for Lead Conversion. This document outlines how custom field mapping functions during lead conversion, allowing for seamless data transfer to maintain information continuity between lead and account records.

Question #26

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

Lösung einblenden Lösung ausblenden

Question #27

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 . Update the project plan and communicate it to stakeholders.
C . Ask the client to sign off on requirements and start the Build phase.

Lösung einblenden Lösung ausblenden

Question #28

The admin at Universal Containers has been getting complaints from sales reps about duplicate leads within Sales Cloud. The admin has already set up a Matching Rule for Leads.

What should the consultant recommend to resolve the issue?

A . Change the criteria for the standard Lead Matching Rule.
B . Confirm the standard Lead Matching Rule is deactivated.
C . Confirm the custom Lead Matching Rule is activated.

Lösung einblenden Lösung ausblenden

Question #29

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

Lösung einblenden Lösung ausblenden

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

Lösung einblenden Lösung ausblenden