Sales-Cloud-Consultant Free Practice Test

Cloud Kicks (CK) wants to migrate a data file containing 8,000 leads from a legacy system into Salesforce. Many of the lead owners have left the company, so CK wants to populate the Lead Owner field for these records using the active assignment rule.
Which two tools should a consultant recommend to meet the requirement? Choose 2 answers

1. A. Data Import Wizard
2. B. Data Loader
3. C. .Scheduled Apex
4. D. .dataloader.io

Correct Answer: AB

Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly installments beginning in the month the products are sold. The admin needs to configure Sales Good to accommodate the new pricing term and to help the finance department forecast easily.
What should the consultant recommend to meet the requirement?

1. A. Use Revenue Schedules to capture installment payment plan details for each Product.
2. B. Add a custom field to the Quotes object to capture the number of installments,
3. C. Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales.
4. D. Create a Process Builder to create an Order for each installment payment.

Correct Answer: B

The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current.
What should the consultant recommend to maintain current Account information?

1. A. Build a weekly data update from in-house systems to refresh data in Salesforce.
2. B. Email the contacts and leads to obtain their current information.
3. C. Enable Automated Account Fields in Setup.
4. D. Use third-party data to update and add records to Salesforce.

Correct Answer: D

A consultant is beginning a new project with Cloud Kicks to implement collaborative forecasting. What should the consultant use to gather requirements using an Agile methodology?

1. A. Linear process
2. B. Quip spreadsheet
3. C. User stories
4. D. Forecast hierarchy

Correct Answer: D

The VP of sales at Good Kicks wants to know the percentage of opportunities in a certain stage that were eventually closed won.
Which two steps should a consultant take to create a solution? Choose 2 answers

1. A. Enable Feed Tracking.
2. B. Create a roll-up summary formula.
3. C. Update a custom field using automation.
4. D. Create a report and dashboard.

Correct Answer: BD