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?
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?
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?
Cloud Kicks (CK) wants to implement sharing rules.
Which consideration should the consultant explain to CK?
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?
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?
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?
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?
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?
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?
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?
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 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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
The leadership team at Cloud Kicks wants to improve the rate of user adoption of Sales Cloud.
Which option should the consultant recommend?
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?
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?
A consultant has successfully deployed Sales Cloud at Cloud Kicks.
What is the final step in completing an engagement?
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?
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.
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?
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?
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?
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?
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?
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?
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?
The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office.
What should a consultant recommend?
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?
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?
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?
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?
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?
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?
What is a consideration when enabling Multiple Currencies?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?