Sales Cloud Consultant Exam QUESTIONS AND
ANSWERS GRADED A+(LATEST UPDATE 2025)
Questions from Sales Cloud cert prep workshop-Jeopardy - (ANSWER)Questions
from Sales Cloud cert prep workshop-Jeopardy
It is best practice to limit the workflows on Leads because Leads will not be
converted if there is an applicable workflow action on it.
True or False - (ANSWER)True
A prospective customer completed a Web-to-lead form on your corporate Web
site. Upon follow up with a sales representative, the customer indicated he
intends to buy your product.
In the Salesforce CRM application, what is the process for moving a prospect to a
customer?
A. Prospect validation
B. Account setup
C. Lead conversion
D. Contact management - (ANSWER)C. Lead conversion
When converting a Lead with an associated Campaign, the Campaign will follow
the process and be associated to the Account.
,True or False - (ANSWER)False
Marketing is excited to launch a new product, and wants to track related
transactions. They requested an email be automatically sent to notify them. As a
system administrator, you:
A. Create a Dashboard for the Marketing group to review Opportunities by
Product on a regular basis
B. Create a workflow to send an email each time for Opportunities with that
product
C. Train them to leverage the new Global Search function
D. Add a flag on the Opportunity identifying it for review - (ANSWER)B. Create a
workflow to send an email each time for Opportunities with that product
The marketing department would like to determine earlier in the lead hand-off
process how effective their efforts are instead of looking only at the number of
Closed/Won Opportunities tied to a campaign. Marketing owns the conversion of
a lead.
Which of the following is the best indicator of quality leads as deemed by the
sales team?
A. A report showing the upward trend of converted leads
B. A dashboard depicting an increase in new contacts created
,C. A dashboard depicting an increase in new opportunities created
D. A report showing an upward trend of non-rejected, converted leads -
(ANSWER)D. A report showing an upward trend of non-rejected, converted leads
Which metrics should you consider when building Marketing dashboards for your
client manager? (Select the best 2)
A. Ask for her opportunity escalation SLA
B. Ask how lead scoring is calculated
C. Understand her sales pipeline goals
D. Define quality vs. quantity of leads
E. Standardize campaign hierarchy - (ANSWER)B. Ask how lead scoring is
calculated
D. Define quality vs. quantity of leads
You have completed the configuration of Salesforce CRM for your client. You have
Leads that are clean and ready to be migrated into Salesforce CRM.
What three steps should you consider prior to loading this data set?
A. Activating historical users
B. Suspend workflow rules
C. Deactivate queues
, D. Define Data Loader mapping - (ANSWER)A. Activating historical users
B. Suspend workflow rules
D. Define Data Loader mapping
If your Org Wide Default for Accounts is set to Private, adding someone to an
Account Team with access of read/write will override the Org Wide Default.
True or False - (ANSWER)TRUE
As the System Administrator, you want to ensure that you are the only profile
able to modify the Financial System ID field on the Account record. To best secure
the field, you should:
A. Use the page layout to make the field Read Only on the Page Layout
B. Use field level security to make the field read only for all users except the
System Administrator
C. Create a validation rule to ensure that only the Profile of System Administrator
can modify the field
D. Create a Sharing rule so that only the System Administrator can view/edit the
field - (ANSWER)B. Use field level security to make the field read only for all users
except the System Administrator
Users can always view all Accounts owned by or shared with users below them in
the role hierarchy. Which setting creates an exception:
ANSWERS GRADED A+(LATEST UPDATE 2025)
Questions from Sales Cloud cert prep workshop-Jeopardy - (ANSWER)Questions
from Sales Cloud cert prep workshop-Jeopardy
It is best practice to limit the workflows on Leads because Leads will not be
converted if there is an applicable workflow action on it.
True or False - (ANSWER)True
A prospective customer completed a Web-to-lead form on your corporate Web
site. Upon follow up with a sales representative, the customer indicated he
intends to buy your product.
In the Salesforce CRM application, what is the process for moving a prospect to a
customer?
A. Prospect validation
B. Account setup
C. Lead conversion
D. Contact management - (ANSWER)C. Lead conversion
When converting a Lead with an associated Campaign, the Campaign will follow
the process and be associated to the Account.
,True or False - (ANSWER)False
Marketing is excited to launch a new product, and wants to track related
transactions. They requested an email be automatically sent to notify them. As a
system administrator, you:
A. Create a Dashboard for the Marketing group to review Opportunities by
Product on a regular basis
B. Create a workflow to send an email each time for Opportunities with that
product
C. Train them to leverage the new Global Search function
D. Add a flag on the Opportunity identifying it for review - (ANSWER)B. Create a
workflow to send an email each time for Opportunities with that product
The marketing department would like to determine earlier in the lead hand-off
process how effective their efforts are instead of looking only at the number of
Closed/Won Opportunities tied to a campaign. Marketing owns the conversion of
a lead.
Which of the following is the best indicator of quality leads as deemed by the
sales team?
A. A report showing the upward trend of converted leads
B. A dashboard depicting an increase in new contacts created
,C. A dashboard depicting an increase in new opportunities created
D. A report showing an upward trend of non-rejected, converted leads -
(ANSWER)D. A report showing an upward trend of non-rejected, converted leads
Which metrics should you consider when building Marketing dashboards for your
client manager? (Select the best 2)
A. Ask for her opportunity escalation SLA
B. Ask how lead scoring is calculated
C. Understand her sales pipeline goals
D. Define quality vs. quantity of leads
E. Standardize campaign hierarchy - (ANSWER)B. Ask how lead scoring is
calculated
D. Define quality vs. quantity of leads
You have completed the configuration of Salesforce CRM for your client. You have
Leads that are clean and ready to be migrated into Salesforce CRM.
What three steps should you consider prior to loading this data set?
A. Activating historical users
B. Suspend workflow rules
C. Deactivate queues
, D. Define Data Loader mapping - (ANSWER)A. Activating historical users
B. Suspend workflow rules
D. Define Data Loader mapping
If your Org Wide Default for Accounts is set to Private, adding someone to an
Account Team with access of read/write will override the Org Wide Default.
True or False - (ANSWER)TRUE
As the System Administrator, you want to ensure that you are the only profile
able to modify the Financial System ID field on the Account record. To best secure
the field, you should:
A. Use the page layout to make the field Read Only on the Page Layout
B. Use field level security to make the field read only for all users except the
System Administrator
C. Create a validation rule to ensure that only the Profile of System Administrator
can modify the field
D. Create a Sharing rule so that only the System Administrator can view/edit the
field - (ANSWER)B. Use field level security to make the field read only for all users
except the System Administrator
Users can always view all Accounts owned by or shared with users below them in
the role hierarchy. Which setting creates an exception:
