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Salesforce Sales-Cloud-Consultant Certified Salesforce Sales Cloud Consultant (WI25) Exam Practice Test

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Total 190 questions

Certified Salesforce Sales Cloud Consultant (WI25) Questions and Answers

Question 1

The sales manager at Cloud Kicks has proposed that the consultant hold a discovery meeting with 250 employees who use Sales Cloud currently to gain information to improve adoption.

Which approach should the consultant recommend to the sales manager to meet this goal efficiently?

Options:

A.

Ask all employees to email their ideas and feedback to the consultant.

B.

Send a survey to all employees asking for a list of desired changes.

C.

Meet with a large group of employees to listen to their feedback.

Question 2

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?

Options:

A.

Release in a Box

B.

Release Matrix

C.

Release Notes

Question 3

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?

Options:

A.

Leverage Trailhead and documentation.

B.

Conduct Train-the-trainer sessions.

C.

Configure In-App Guidance.

Question 4

Cloud Kicks (CK) wants to implement sharing rules.

Which consideration should the consultant explain to CK?

Options:

A.

Sharing rules can expand access beyond the organization-wide default levels.

B.

When a sharing rule is deleted, the sharing access created by that rule must be manually removed.

C.

Sharing rules apply only to new records that meet the definition of the source data set.

Question 5

Each product engineer at Cloud Kicks supports a specific product line. There are five product lines. While sales reps sell all of the company’s product lines, sales management wants the appropriate product engineer to be able to automatically view any new Opportunity for their particular product line with Read-Only rights.

What should the consultant do to meet the requirement?

Options:

A.

Enable Default Account Teams for each product line.

B.

Enable Default Opportunity Teams for the Opportunity.

C.

Create criteria-based opportunity sharing rules for each product line.

Question 6

The sales team at Cloud Kicks has been late meeting project deadlines and missed multiple meetings.

What should the consultant recommend to the project manager?

Options:

A.

Bring additional resources from the consulting firm to the project.

B.

Confirm that the statement of work (SOW) Is realistic.

C.

Revisit the communication plan and set up more frequent check-ins.

Question 7

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?

Options:

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.

Question 8

Cloud Kicks acquired a company. The VP of technology wants to migrate all the sales data into Sales Cloud.

Which data migration sequence should the consultant recommend for the objects?

Options:

A.

Opportunities, Products, Product Line Items, Cases, Leads, Campaigns, Accounts, Contacts

B.

Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads, Campaigns

C.

Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns

Question 9

Cloud Kicks is in the process of implementing Sales Cloud for its sales teams. Senior management has concerns about adoption.

What should a consultant recommend to encourage adoption?

Options:

A.

Establish goals and key metrics.

B.

Re-define the sales process.

C.

Run training in a sandbox environment.

Question 10

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?

Options:

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.

Question 11

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?

Options:

A.

Smart Actions

B.

Lightning Mobile Component

C.

Einstein Activity Capture

Question 12

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?

Options:

A.

Opportunity currency

B.

User currency

C.

Corporate currency

Question 13

A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that has a public sharing model for Accounts. Different sales reps own local accounts that create a multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities and the revenue value for all accounts in the hierarchy when viewing a parent account.

Which recommendation meets this requirement?

Options:

A.

Configure after-save flow to update a custom field on the parent account with the total value of won opportunities from the child accounts.

B.

Reference the revenue totals on the parent accounts in the Account Hierarchy view.

C.

Create a roll-up summary field on the Account with the total value of won opportunities from the child accounts.

Question 14

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?

Options:

A.

Salesforce Data Pipelines

B.

Einstein Discovery

C.

Sales Engagement

Question 15

Cloud Kicks recently purchased Salesforce, and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to forecasted

amounts during the pipeline meetings is time consuming, and it is difficult to review all of the committed opportunities within the meeting time.

What should the consultant recommend to help make meetings more efficient while making real-time forecast updates?

Options:

A.

Use in-line editing to update the forecast amount for records.

B.

Modify multiple opportunities at one time in the Forecast page.

C.

Tell reps to use the list view to move opportunities between stages.

Question 16

Universal Containers is growing its international business.

Domestic sales reps believe that the standard price book has too many records reflecting different currencies and country-specific product variations.

What should the consultant recommend to improve usability for sales reps?

Options:

A.

Update the product naming conventions to Include the currency In the product name.

B.

Use separate product catalogs for domestic and international customers.

C.

Use custom price books for domestic and International customers.

Question 17

Universal Containers has been using Sales Cloud for the last 5 years to manage leads, accounts, contacts, and opportunities.

The SVP of sales recently attended a conference and learned about Sales Cloud Einstein features. The SVP is very interested in Einstein Lead Scoring and Einstein Deal Insights. The SVP hired a consultant to create an implementation immediately.

Which step should the consultant take first?

Options:

A.

Run the Einstein Readiness Assessor in a sandbox.

B.

Enable Einstein Activity Capture In a developer org.

C.

Enable both Einstein features In production.

Question 18

A consultant is preparing to release an updated version of a sales process they have been working on for an existing Sales Cloud client.

Which action should the consultant take first to ensure a smooth rollout for the sales team?

Options:

A.

Conduct a series of informational sessions with the sales team to explain the benefits of the new sales process and address common questions in an online FAQ.

B.

Implement a program to incentivize users and publicly reward early adopters to motivate others and create a sense of competition within the sales team.

C.

Create a plan for implementation, drive awareness with the sales team, design training and coaching programs, update and document workflows, and measure success.

Question 19

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?

Options:

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.

Question 20

Universal Containers has hired a new employee for the global sales leadership team. The employee is interested in fostering friendly competition between account executives, with an emphasis on reinforcing activities that drive sales.

Which action should help support the sales teams?

Options:

A.

Create a dashboard that displays the most sales closed by region using charts to show sales in green and lost opportunities in red.

B.

Show a leaderboard on the regional sales dashboards highlighting the account executives who have created the most opportunities.

C.

Show a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings.

Question 21

Cloud Kicks currently supports three business lines within a single Salesforce instance: Running, Athleisure, and Celebrity Co- Branded. The VP of Athleisure controls a large budget and is often

able to re-prioritize business stories and 'shadow projects' into releases ahead of other groups.

This topic comes up frequently and often derails the monthly project management meeting. This limits the amount of time available to cover other critical topics.

Which strategy should the consultant recommend to address these issues?

Options:

A.

Create a weekly all-hands call, including business and technology resources, to review direction and priority of development.

B.

Propose a monthly executive steering committee to manage budget, handle direction questions, and ensure development capacity is split equitably.

C.

Divide the development team into three units/tracks to support each line of business Independently.

Question 22

Cloud Kicks has a large remote sales department working in many different locations. Management wants greater visibility into the opportunities in progress with their respective teams. They also

want to receive emails when opportunities reach key metrics (for example, stage progression) or a high probability. However, they want to control the frequency of their emails.

Which solution should a consultant recommend?

Options:

A.

Subscribe to Chatter Feed Tracking to receive updates.

B.

Define a record-triggered flow when the stage is updated to new values.

C.

Create a report filtering for the criteria and allow managers to subscribe to the report.

Question 23

A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account.

What should the consultant recommend to allow Account owners to selectively share an Account's Contacts with Opportunity owners?

Options:

A.

Add Opportunity owners to the Opportunity Team and configure Contact sharing.

B.

Add Opportunity owners to the Account Team and configure Contact sharing.

C.

Transfer Contact ownership from themselves to the Opportunity owner.

Question 24

Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with open Opportunities are missing Contacts.

What should a consultant recommend to build this report?

Options:

A.

Reporting snapshot

B.

Roll-up summary flied

C.

Cross filter

Question 25

The leadership team at Cloud Kicks wants to improve the rate of user adoption of Sales Cloud.

Which option should the consultant recommend?

Options:

A.

Add Approval processes to enforce data standards.

B.

Conduct a requirements workshop to gather user stories.

C.

Use a collaboration tool to gather feedback from users.

Question 26

Northern Trail Outfitters (NTO) wants to start tracking orders accounts in Sales Cloud. NTO has hired a consultant to complete the project.

What should the consultant take into account when implementing sales orders?

Options:

A.

Contract Number is a required field on the Order page layout.

B.

Order line items can be added or removed after an order is activated.

C.

Orders can be activated for active and inactive contracts.

Question 27

Universal Containers (UC) sales reps want to be assigned quality leads.

Which action should the consultant recommend to improve UC's process to produce higher quality leads?

Options:

A.

Identify business metrics and factors, then use picklists and formula fields to ensure data consistency.

B.

Create 4 custom field on the Lead object to generate a lead score to determine lead quality.

C.

Analyze historical data on closed leads and conversions to improve the quality of leads.

Question 28

A consultant has successfully deployed Sales Cloud at Cloud Kicks.

What is the final step in completing an engagement?

Options:

A.

Activate users in the system.

B.

Validate the implementation.

C.

Obtain stakeholder sign-off.

Question 29

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?

Options:

A.

Technical Risk

B.

Compliance Risk

C.

Operational Risk

Question 30

Cloud Kicks (CK) sells formal and athletic footwear lines. using Product Families on Products to associate each product to corresponding line. CK currently forecasts an Expected Revenue amount that combines all products together.

Options:

A.

consultant is assessing how CK can divide its forecasts by footwear line.

Which solution should the consultant recommend to improve CK's forecasts?

B.

Configure separate stages and sales processes for each Product Family.

C.

Configure a new Forecast Type on Opportunity Product grouped by Product Family.

D.

Configure a new Forecast Type on Opportunity grouped by Product Family.

Question 31

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?

Options:

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.

Question 32

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?

Options:

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.

Question 33

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?

Options:

A.

Monitoring changes and updates

B.

Owning roles and records

C.

Enforcing validation rules

Question 34

Northern Trail Outfitters published detailed activity measures for its sales teams 6 months ago. The VP of sales has noticed that the number of sales activities reps have logged has increased to meet the new standards, but the actual number of booking activities remains low. The VP suspects that sales reps misunderstand the activity measures process.

What should the consultant recommend?

Options:

A.

Deploy Sales Engagement and use Cadences.

B.

Train the reps on targeted interactions.

C.

Reevaluate Opportunity stages.

Question 35

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?

Options:

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.

Question 36

Cloud Kicks is implementing Sales Territories for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.

What should the consultant recommend?

Options:

A.

Include the Forecast Manager field on the Account page layout.

B.

Assign a Forecast Manager to each region.

C.

Assign a role for each manager in the user role hierarchy.

Question 37

Sales managers at Cloud Kicks want to create a sales dashboard of key performance indicators (KPIs) to measure day-to- day operations.

Which key metric should the consultant include in the dashboard?

Options:

A.

Number of outbound calls made over a period of time

B.

Number of updated opportunities

C.

Number of marketing qualified leads (MQL)

Question 38

The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office.

What should a consultant recommend?

Options:

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.

Question 39

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?

Options:

A.

Activity Tracking

B.

Lead Status

C.

Event Monitor

Question 40

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?

Options:

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

Question 41

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?

Options:

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.

Question 42

Cloud Kicks wants to release product enhancements effectively to drive user adoption and have the greatest impact on the organization and users' day-to-day functions.

Which step should the consultant recommend to successfully manage changes and releases initiated by Salesforce?

Options:

A.

Collect input from stakeholders.

B.

Train end users after deployment.

C.

Prioritize executive requests.

Question 43

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?

Options:

A.

Create a Sales Engagement report.

B.

Customize Sales Path.

C.

Enable Sales Forecasting.

Question 44

Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system.

Which stage of the project lifecycle does this fall under?

Options:

A.

Initiate

B.

Plan

C.

Execute

Question 45

What is a consideration when enabling Multiple Currencies?

Options:

A.

Accounts, Opportunities, Leads, Cases, and Opportunity Product Schedules support multiple currencies reporting.

B.

When Multiple Currencies Is enabled, changes to exchange rates update the converted amount on all records except closed opportunities.

C.

If any issues arise during implementation, Multiple Currencies can be disabled.

Question 46

Sales managers at Cloud Kicks need to visualize all open opportunities within a 10-mile radius based on the location of the related account.

Which solution should a consultant recommend?

Options:

A.

Leverage Salesforce Maps to show open opportunities on a Data Layer.

B.

Create a dashboard that uses a report grouping opportunities by account location.

C.

Enable Location Services and add the Account Address field to the Opportunity page layout.

Question 47

Cloud Kicks has recently set up Sales Cloud and wants to measure the health of an account by comparing the amount of emails

that are exchanged in a month.

What should the consultant recommend?

Options:

A.

Salesforce Inbox

B.

Activity Report

C.

Einstein Activity Capture

Question 48

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?

Options:

A.

Design Direction

B.

Discovery

C.

Challenge Framing

Question 49

The sales director at Cloud Kicks wants to prevent users from viewing each other’s Opportunities but wants them to check to see that the Account already exists prior to creating a new Account.

Which organization-wide default should the consultant recommend?

Options:

A.

Set Account and Opportunity to Public Read Only.

B.

Set Account to Public Read Only and use & criteria-based sharing rule on Opportunity.

C.

Set Account to Public Read Only and set Opportunity to Private.

Question 50

Cloud Kicks' (CK) global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. CK wants to

generate accurate reporting directly in Sales Cloud.

After enabling Advanced Currency Management, what should the consultant do next?

Options:

A.

Update currency values manually on a weekly basis.

B.

Show deal values in a user's default currency.

C.

Adjust currency conversion dynamically based on date range.

Question 51

It is a priority at Cloud Kicks to implement logic and automation to qualify top leads. The company has captured significant data points on converted leads and won opportunities.

What should the consultant do first to ensure a best practices implementation?

Options:

A.

Identify a recommended base Lead score, evaluate the results, and adjust the score accordingly.

B.

Review converted lead data with sales and marketing to understand the interaction patterns that led to conversion.

C.

Configure a qualification screen flow to help sales reps quickly determine which leads are most important.

Question 52

Universal Containers has a large amount of data that currently lives in a system outside of Sales Cloud. Users need to see a subset of this data.

Which consideration should the consultant take into account?

Options:

A.

Salesforce Connect External Objects count against the limit of custom objects.

B.

Salesforce Connect should be used with on-premises data systems.

C.

Salesforce Connect allows real-time access to current data.

Question 53

The admin at Cloud Kicks recently implemented Sales Cloud and needs to understand the adoption of Lightning Sales Console. What should a consultant recommend to analyze adoption?

Options:

A.

Run the Salesforce Optimizer.

B.

Open the Lightning Usage App.

C.

Create a custom report.

Question 54

Cloud Kicks is running a campaign for the Shoe of the Month club. Sales management wants to use Campaign Influence features with Opportunities to attribute a percentage of success to Influential campaigns.

Which feature will allow for revenue share with standard and custom attribution models?

Options:

A.

Create a reporting snapshot for Campaign Influence.

B.

Customizable Campaign Influence for reporting.

C.

Create a formula field to track Campaign Influence.

Question 55

The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or contract details for a created order.

Which condition should the consultant consider to meet this requirement?

Options:

A.

The order must be associated with an active contract.

B.

The order associated with the account is in draft status.

C.

The currency associated with the order can be different from the contract.

Question 56

The project at Universal Containers is almost finished and now it is time to test the changes and updates that have been made before go-live.

Partial and Full sandboxes are unavailable.

Where should the consultant recommend testing be conducted?

Options:

A.

Create a new Developer Edition org and populate it with data.

B.

Create test accounts and opportunities in a new Trailhead Playground org.

C.

Create a new Developer sandbox and populate it with data.

Question 57

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?

Options:

A.

Contact Hierarchy

B.

Contacts to Multiple Accounts

C.

Contact Roles

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Total 190 questions