Salesforce - Priscilla Hong

Question 1:

Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deals. Which report should the consultant create to meet the requirement?

A.    Closed Won Opportunities by the sales team

B.    Closed Won Opportunities by Account

C.    Closed Won Opportunities with Activities

Answer: C

Explanation: The stakeholders want insights into how logging interactions with customers impacts sales. To provide these insights, the report should show "Closed Won Opportunities" along with the related "Activities." This will help analyze the correlation between customer interactions and the success of sales deals.

Question 2:

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?

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.

Answer: C

Explanation: For a smooth rollout of an updated sales process, it is critical to have a structured plan in place that includes awareness, training, documentation, and success measurement. This ensures that the sales team is well-prepared and that the process is thoroughly implemented.

Question 3:

Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories and to determine which territory has closed the most deals in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few of them. Which action can forecast managers perform?

A.    Share the forecast with any Sales Cloud user.

B.    Add territory forecast to the hierarchy.

C.    Add a Forecasts tab to the Sales app.

Answer: B

Explanation: https://help.salesforce.com/s/articleView?id=sf.forecasts3_territory_forecasts_overview.htm&type=5

Question 4:

When emails sync by Einstein Activity Capture, how are the emails matched to Sales Cloud records?

A.    Matching is based on the standard Email field.

B.    Matching is based on any Email field.

C.    Matching is based on Full Name and standard Email field.

Answer: A

Explanation: https://help.salesforce.com/s/articleView?id=sf.aac_guidelines.htm&type=5

Question 5:

The marketing team is using a separate platform for managing prospects and wants to hand off qualified prospects to the sales team. How should the consultant meet this requirement?

A.    Recommend an integration with the marketing platform that creates leads in Sales Cloud.

B.    Create users for the marketing team so they can enter leads directly into Sales Cloud.

C.    Recommend an integration with the marketing platform to Sales Cloud that generates tasks with lead information.

Answer: A

Explanation: Integrating the marketing platform with Sales Cloud ensures that qualified leads are automatically created and passed to the sales team for follow-up. This streamlines the handoff process and improves efficiency.

Question 6:

A small company has hired a consultant to plan its Sales Cloud implementation. The company wants to get up and running with Sales Cloud right away. The deadline has yet to be established and the requirements still need to be defined. Which project management methodology should a consultant recommend to ensure the implementation is successful?

A.    Agile

B.    Waterfall

C.    Kanban

Answer: A

Explanation: Agile is the most suitable methodology for this situation because the project requirements are still evolving, and the company wants to get started quickly. Agile allows for flexibility in defining requirements as the project progresses, with continuous iteration and client feedback, which is ideal for projects with changing scopes or unclear deadlines.

Question 7:

Universal Containers has a fiscal year that starts in February and ends in January. The SVP of sales has reinforced how important it is to measure the sales teams' performance based on this fiscal year and has asked how Sales Cloud can support this request. Which solution should the consultant recommend?

A.    Update the User settings.

B.    Update the Locale settings.

C.    Update the Company settings.

Answer: C

Explanation: https://help.salesforce.com/s/articleView?id=sf.admin_about_cfy.htm&type=5

Question 8:

When addressing challenges within Cloud Kicks' Sales Cloud project, which approach should a consultant prioritize to extend declarative development effectively?

A.    Prioritize standard Salesforce features to manage costs while ensuring project success.

B.    Assess project requirements to decide if custom development or third-party apps are needed, considering budget and resources.

C.    Prefer custom development, weighing long-term scalability and maintenance against quick solutions.

Answer: A

Explanation: In Salesforce projects, particularly those using declarative development, it is crucial to prioritize the use of standard Salesforce features first. These built-in features are cost-effective and ensure the project’s maintainability and scalability without needing custom code, which can increase complexity and costs. Using Salesforce’s native features maximizes efficiency and helps ensure project success by leveraging the platform’s full capabilities.

Question 9:

Cloud Kicks recently launched Sales Cloud. Admins need to know the pages with the highest traffic. Which option should a consultant recommend to meet this requirement?

A.    Install the Salesforce Adoption Dashboards package from AppExchange.

B.    Create a custom report based on Lightning Exit By Page Metrics.

C.    Create a custom report based on Lightning Usage By Browser Metrics.

Answer: A

Explanation: The Salesforce Adoption Dashboards package from AppExchange is specifically designed to help admins track user adoption and monitor key metrics, such as page traffic. This option provides an out-of-the-box solution for identifying the most visited pages in Salesforce without requiring custom report creation.

Question 10:

The sales department at Cloud Kicks is growing quickly. New sales executives want to prioritize interacting with contacts who make or influence the decision to purchase Sales Cloud. What should the consultant recommend to document the decision-makers and influencers?

A.    Update Primary Contact on all Opportunities.

B.    Use Contact Roles on the Opportunity object.

C.    Create a report showing Contacts with executive job titles.

Answer: B

Explanation: https://help.salesforce.com/s/articleView?id=sf.sales_core_contact_roles.htm&type=5