Astone SFDC Sales Cloud Certification Exam Questions Fully Solved
What is a KPI? - Answers Key Performance Indicator
What is PADBVD? - Answers An implementation strategy sequence. Plan, Analyze, Design, Build,
Validate, and Deploy.
What is an important time issue to consider when choosing a "go live" date? - Answers The company's
fiscal quarter. Near the end of the quarter, salesreps are usually too busy for training and rollout.
Would you create an approval process for each stage of the lead process? - Answers No, not likely.
Would you create a different lead process for each line of business? - Answers no, not likely, unless they
were really handled quite differently.
What is a key use of workflow rules related to leads? - Answers Assigning an automatic follow-up task
for open leads.
What are 4 common status used in the lead field? - Answers Contacted, open, qualified, unqualified.
How can you improve the quality of leads passed from marketing to sales? - Answers 1. Use custom
fields to capture critical lead information, and 2. use validation rules.
If you want all the users in a company to be able to see the records in the lead object, but you only want
to allow Managers to create and modify the data, what OWD would you use for the lead object? -
Answers Public Read-only.
What are reports that can be used to track the quantity and quality of leads passed from marketing to
sales? - Answers 1. Leads conversion ratio 2. Percentage of dead leads.
What's a report that will help you identify the effectiveness of your various marketing channels or
segments? - Answers Number of Leads by Source.
What's a report that will show you the general productivity of the marketing department? - Answers
Number of leads created per year.
A client has 2 different product lines with different sales stages. Some of those stages may require
approval to advance when certain criteria are met. How would you set up a solution for this? - Answers
1. Create sales stages for each line of business. 2. Create different record types and sales processes for
each line of business. 3. Create the approval process for necessary stages that apply when certain
criteria are met.
What Sales Cloud features would allow a company to improve data quality and consistency across their
sales deals? - Answers 1. Validation rules for opportunities. 2. Use Opportunity Record Types and page
layouts to display information specific to each line of business. 3. Use required fields to enforce critical
data entry.
, What is a key way to improve sales productivity through automation? - Answers Use workflow rules to
automatically follow-up on tasks.
A client wants only sales reps and managers to be able to create and modify sales deals. They also want
only the marketing users to be able to report on all sales deals. How would you design a solution for this
need? - Answers 1. Use the Private sharing model for Opportunities. 2. Use role hierarchies. 3. Create a
sharing rule to share all sale deals with marketing.
in a Private sharing model for sales, what could you do to make it easier for sales and marketing to work
together? - Answers 1. Create sales teams for specific opportunities. 2. Enable feed tracking for
opportunities.
What are ways to help a company improve the accuracy of its revenue and quantity forecasts? -
Answers 1. Allow management to adjust forecasts. 2. Align opportunity stages with the correct forecast
category.
What sort of report would you use to track lead conversion time metrics? - Answers A custom report for
leads.
What sort of report would you use to track the time it takes to close deals? - Answers A custom report
for opportunities.
What sort of report would you use to track the number of open deals at each stage? - Answers The
standard Opportunity Pipeline report.
What sort of report would you use to track the length of time a deal is at each stage? - Answers The
standard Opportunity Stage Duration Report.
A client says they want a 360 degree view of their accounts. What would you do to ensure this? -
Answers Ensure that the appropriate related lists are on the accont page layout.
How would you design a solution to update the contact addresses when an account address is changed?
- Answers Create an Apex trigger on accounts to update contacts when the account address is changed.
What kind of report would you use to track the industries that a client works with the most? - Answers A
custom report on Accounts based on the industry field.
If you have multiple campaigns, but they capture the same information, should you use one or many
page layouts? - Answers One.
What Sales Cloud feature would allow you to track which campaigns have directly led to sales deals? -
Answers Campaign Influence.
What Sales Cloud feature allows you to track which campaigns are related to a specific program
initiative? - Answers Campaign hierarchy, which allows campaigns to be grouped within a specific
program.
What is a KPI? - Answers Key Performance Indicator
What is PADBVD? - Answers An implementation strategy sequence. Plan, Analyze, Design, Build,
Validate, and Deploy.
What is an important time issue to consider when choosing a "go live" date? - Answers The company's
fiscal quarter. Near the end of the quarter, salesreps are usually too busy for training and rollout.
Would you create an approval process for each stage of the lead process? - Answers No, not likely.
Would you create a different lead process for each line of business? - Answers no, not likely, unless they
were really handled quite differently.
What is a key use of workflow rules related to leads? - Answers Assigning an automatic follow-up task
for open leads.
What are 4 common status used in the lead field? - Answers Contacted, open, qualified, unqualified.
How can you improve the quality of leads passed from marketing to sales? - Answers 1. Use custom
fields to capture critical lead information, and 2. use validation rules.
If you want all the users in a company to be able to see the records in the lead object, but you only want
to allow Managers to create and modify the data, what OWD would you use for the lead object? -
Answers Public Read-only.
What are reports that can be used to track the quantity and quality of leads passed from marketing to
sales? - Answers 1. Leads conversion ratio 2. Percentage of dead leads.
What's a report that will help you identify the effectiveness of your various marketing channels or
segments? - Answers Number of Leads by Source.
What's a report that will show you the general productivity of the marketing department? - Answers
Number of leads created per year.
A client has 2 different product lines with different sales stages. Some of those stages may require
approval to advance when certain criteria are met. How would you set up a solution for this? - Answers
1. Create sales stages for each line of business. 2. Create different record types and sales processes for
each line of business. 3. Create the approval process for necessary stages that apply when certain
criteria are met.
What Sales Cloud features would allow a company to improve data quality and consistency across their
sales deals? - Answers 1. Validation rules for opportunities. 2. Use Opportunity Record Types and page
layouts to display information specific to each line of business. 3. Use required fields to enforce critical
data entry.
, What is a key way to improve sales productivity through automation? - Answers Use workflow rules to
automatically follow-up on tasks.
A client wants only sales reps and managers to be able to create and modify sales deals. They also want
only the marketing users to be able to report on all sales deals. How would you design a solution for this
need? - Answers 1. Use the Private sharing model for Opportunities. 2. Use role hierarchies. 3. Create a
sharing rule to share all sale deals with marketing.
in a Private sharing model for sales, what could you do to make it easier for sales and marketing to work
together? - Answers 1. Create sales teams for specific opportunities. 2. Enable feed tracking for
opportunities.
What are ways to help a company improve the accuracy of its revenue and quantity forecasts? -
Answers 1. Allow management to adjust forecasts. 2. Align opportunity stages with the correct forecast
category.
What sort of report would you use to track lead conversion time metrics? - Answers A custom report for
leads.
What sort of report would you use to track the time it takes to close deals? - Answers A custom report
for opportunities.
What sort of report would you use to track the number of open deals at each stage? - Answers The
standard Opportunity Pipeline report.
What sort of report would you use to track the length of time a deal is at each stage? - Answers The
standard Opportunity Stage Duration Report.
A client says they want a 360 degree view of their accounts. What would you do to ensure this? -
Answers Ensure that the appropriate related lists are on the accont page layout.
How would you design a solution to update the contact addresses when an account address is changed?
- Answers Create an Apex trigger on accounts to update contacts when the account address is changed.
What kind of report would you use to track the industries that a client works with the most? - Answers A
custom report on Accounts based on the industry field.
If you have multiple campaigns, but they capture the same information, should you use one or many
page layouts? - Answers One.
What Sales Cloud feature would allow you to track which campaigns have directly led to sales deals? -
Answers Campaign Influence.
What Sales Cloud feature allows you to track which campaigns are related to a specific program
initiative? - Answers Campaign hierarchy, which allows campaigns to be grouped within a specific
program.
