Sales-Cloud-Consultant Free Practice Test

Cloud Kicks (CK) plans to implement Advanced Currency Management for its Salesforce implementation. CK has Roll-up Summary fields on the Account and Opportunity.
What should CK consider when enabling Advanced Currency Management in its Salesforce org?

1. A. Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports.
2. B. Opportunity Roll-up Summary fields will update from the Opportunity Line Item object.
3. C. Account Roll-up Summary fields will update from the Opportunity object.
4. D. Account cross-object formulas always use the dynamic conversion rate for currency conversion.

Correct Answer: B

During the Discovery phase of a project, which three steps should a consultant complete to prepare for a successful engagement? Choose 3 answers

1. A. Create implementation plan.
2. B. Establish project goals.
3. C. Define sales processes.
4. D. Define success metrics.
5. E. Set project milestones.

Correct Answer: ADE

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?

1. A. Set Account to Public Read Only and use a criteria-based sharing rule on Opportunity.
2. B. Set Account and Opportunity to Public Read Only.
3. C. Set Account to Public Read Only, and Opportunity to Private.
4. D. Set Account and Opportunity to Private.

Correct Answer: C

Universal Containers (UC) has established Sales Ops teams. As part of the sales process, Tasks are used to track all customer interactions. UC wants any available Sales Ops team member to handle these Tasks as soon as possible.
Which Salesforce functionality should the consultant recommend to meet the requirement?

1. A. Create Opportunity Teams to manage Tasks.
2. B. Leave the Task's Assigned To held bank
3. C. Use workflows to create a Task for each team member.
4. D. Assign Tasks to a queue to share work efficiently.

Correct Answer: D

The sates manager at Cloud Kicks has proposed that the consultant one large Discovery meeting with 250 employees who use Salesforce currently to gain information to improve adoption.
What are the three efficient approaches the consultant could recommend to the sales manager? Choose 3 answers

1. A. Arrange multiple sessions with small groups of employees.
2. B. Send a survey to all employees asking for a list of desired changes.
3. C. Ask management to select which employees should participate In sessions.
4. D. Ask all employees to email their ideas and feedback to the consultant.
5. E. Meet with a large group of employees to listen to their feedback.

Correct Answer: ABC