SALESFORCE SALES CLOUD
CERTIFICATION 2025 TO 2026 COMPLETE
STUDY GUIDE PRACTICE QUESTIONS
CRM CONCEPTS AND CERTIFICATION
EXAM PREP
Salesforce Maps is a location intelligence technology offered by Salesforce
that allows a company to visualize data, plan territories, track live locations,
and optimize routes and schedules. The real-time location of delivery
drivers and other assets of an organization can be tracked using Live
Tracking. Drivers can turn on Live Tracking in the Salesforce mobile app
and share their location, which allows managers to view their location, trip-
related data, and other metrics.
Salesforce Maps can be used on a mobile device to find nearby
accounts/customers. Customer locations can be visualized geographically
to identify clustered customers and plan delivery routes based on the travel
time and distance of each customer
However, it does not allow a customer to chat with a driver who is en route
to the delivery location. Geofencing can be enforced using longitude and
latitude coordinates, territory/geographic boundaries like state lines, or
proximity to customers, but its purpose is to ensure that drivers aren't
traveling outside of their zones. Alerts of any unauthorized travel or
movement can be enabled, and follow-up communication can be
automated.
Cosmic Software Solutions has a sales team that consists of dozens of inside
sales reps who regularly reach out to prospects to sell the company's
software
,products. They work on each lead using a specific set of actions. However,
they
spend too much time navigating from one lead to another and managing
the
associated tasks. Moreover, they're often not sure who they should contact
next. Which of the following can streamline this process and give the reps a
prioritized list of tasks to work on leads?
Choose 1 answer.
A. Pipeline Inspection
B. Sales Cloud Einstein Insights
C. Salesforce Inbox
D. Sales Engagement -CORRECT ANSWER-D
Sales Engagement is a streamlined solution offered by Salesforce that is
tailored to inside sales teams. It includes features such as the Lightning
Sales Console, Cadences, Work Queues, and Einstein Lead Scoring. A sales
rep can access the Work Queue in the Lightning Sales Console to view a
prioritized list of tasks to work on leads, which helps them know exactly
what next step to take with each prospect. Einstein Lead Scoring prioritizes
the leads based on lead scores and displays the factors behind the scores.
Sales managers can use the Cadence Builder to define the sequences of
activities to guide the inside sales reps through the best next steps. They
can add contacts, leads, or person accounts to a cadence using a record
detail page, list view, or report.
Other solutions cannot be used to meet this requirement. Sales Cloud
Einstein Insights gives sales reps intelligent information about accounts
and opportunities using predictions based on AI. Salesforce Inbox is an
,email productivity tool that gives sales reps the ability to log emails and
events to records, schedule emails to be sent later, insert available times for
meetings, etc. Pipeline Inspection provides a consolidated view of pipeline
metrics, opportunities, week-to-week changes, and close date predictions.
A sales rep of Cosmic Solutions created a task to call a contact related to the
'Edge Communications' account. He would like to follow up on the task by
meeting with the contact at a particular location. Which of the following can
be created in Lightning Experience to allow the sales rep to follow up and
ensure that the account and contact are copied from the original task?
Choose 1 answer.
A. Follow-Up Record
B. Follow-Up Activity
C. Follow-Up Task
D. Follow-Up Event -CORRECT ANSWER-D
A follow-up event can be created in Lightning Experience to follow up on an
existing task. The key information is copied from the original task so sales
reps don't have to enter data twice. Unlike a follow-up task, a location can
be specified in a follow-up event. There is no follow-up activity or record.
The IT team of Cosmic Innovation has completed the development and
validation of all the features required by the company on its existing org. It
is
ready to deploy all the related configuration, code, and data from the
sandbox
, environment to the production environment. Which of the following
activities
should be performed prior to the deployment?
Choose 3 answers.
A. Announcement of a maintenance window
B. Sending satisfaction surveys
C. Migrating changes to staging environment
D. Testing deployment
E. Measurement of adoption -CORRECT ANSWER-The following
activities can be performed prior to deployment of Sales Cloud
functionality:
1) Announcement of a maintenance window
2) Stopping changes in production
3) Creation of a staging environment
4) Migrating changes to staging environment
5) Replicating changes based on production
6) Locking users out of system
7) Testing deployment
After a deployment is complete, adoption can be measured and satisfaction
surveys can be sent to end users.
During a new Sales Cloud implementation, which of the following activities
would be a part of a successful engagement plan?
CERTIFICATION 2025 TO 2026 COMPLETE
STUDY GUIDE PRACTICE QUESTIONS
CRM CONCEPTS AND CERTIFICATION
EXAM PREP
Salesforce Maps is a location intelligence technology offered by Salesforce
that allows a company to visualize data, plan territories, track live locations,
and optimize routes and schedules. The real-time location of delivery
drivers and other assets of an organization can be tracked using Live
Tracking. Drivers can turn on Live Tracking in the Salesforce mobile app
and share their location, which allows managers to view their location, trip-
related data, and other metrics.
Salesforce Maps can be used on a mobile device to find nearby
accounts/customers. Customer locations can be visualized geographically
to identify clustered customers and plan delivery routes based on the travel
time and distance of each customer
However, it does not allow a customer to chat with a driver who is en route
to the delivery location. Geofencing can be enforced using longitude and
latitude coordinates, territory/geographic boundaries like state lines, or
proximity to customers, but its purpose is to ensure that drivers aren't
traveling outside of their zones. Alerts of any unauthorized travel or
movement can be enabled, and follow-up communication can be
automated.
Cosmic Software Solutions has a sales team that consists of dozens of inside
sales reps who regularly reach out to prospects to sell the company's
software
,products. They work on each lead using a specific set of actions. However,
they
spend too much time navigating from one lead to another and managing
the
associated tasks. Moreover, they're often not sure who they should contact
next. Which of the following can streamline this process and give the reps a
prioritized list of tasks to work on leads?
Choose 1 answer.
A. Pipeline Inspection
B. Sales Cloud Einstein Insights
C. Salesforce Inbox
D. Sales Engagement -CORRECT ANSWER-D
Sales Engagement is a streamlined solution offered by Salesforce that is
tailored to inside sales teams. It includes features such as the Lightning
Sales Console, Cadences, Work Queues, and Einstein Lead Scoring. A sales
rep can access the Work Queue in the Lightning Sales Console to view a
prioritized list of tasks to work on leads, which helps them know exactly
what next step to take with each prospect. Einstein Lead Scoring prioritizes
the leads based on lead scores and displays the factors behind the scores.
Sales managers can use the Cadence Builder to define the sequences of
activities to guide the inside sales reps through the best next steps. They
can add contacts, leads, or person accounts to a cadence using a record
detail page, list view, or report.
Other solutions cannot be used to meet this requirement. Sales Cloud
Einstein Insights gives sales reps intelligent information about accounts
and opportunities using predictions based on AI. Salesforce Inbox is an
,email productivity tool that gives sales reps the ability to log emails and
events to records, schedule emails to be sent later, insert available times for
meetings, etc. Pipeline Inspection provides a consolidated view of pipeline
metrics, opportunities, week-to-week changes, and close date predictions.
A sales rep of Cosmic Solutions created a task to call a contact related to the
'Edge Communications' account. He would like to follow up on the task by
meeting with the contact at a particular location. Which of the following can
be created in Lightning Experience to allow the sales rep to follow up and
ensure that the account and contact are copied from the original task?
Choose 1 answer.
A. Follow-Up Record
B. Follow-Up Activity
C. Follow-Up Task
D. Follow-Up Event -CORRECT ANSWER-D
A follow-up event can be created in Lightning Experience to follow up on an
existing task. The key information is copied from the original task so sales
reps don't have to enter data twice. Unlike a follow-up task, a location can
be specified in a follow-up event. There is no follow-up activity or record.
The IT team of Cosmic Innovation has completed the development and
validation of all the features required by the company on its existing org. It
is
ready to deploy all the related configuration, code, and data from the
sandbox
, environment to the production environment. Which of the following
activities
should be performed prior to the deployment?
Choose 3 answers.
A. Announcement of a maintenance window
B. Sending satisfaction surveys
C. Migrating changes to staging environment
D. Testing deployment
E. Measurement of adoption -CORRECT ANSWER-The following
activities can be performed prior to deployment of Sales Cloud
functionality:
1) Announcement of a maintenance window
2) Stopping changes in production
3) Creation of a staging environment
4) Migrating changes to staging environment
5) Replicating changes based on production
6) Locking users out of system
7) Testing deployment
After a deployment is complete, adoption can be measured and satisfaction
surveys can be sent to end users.
During a new Sales Cloud implementation, which of the following activities
would be a part of a successful engagement plan?
