SALES CLOUD CONSULTANT EXAM QUESTIONS AND ANSWERS
Questions from Sales Cloud cert prep workshop-Jeopardy - CORRECT 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 - CORRECT 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 - CORRECT 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 - CORRECT 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 - CORRECT 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 - CORRECT 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 - CORRECT 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 - CORRECT 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 - CORRECT 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 - CORRECT
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:
A. Uncheck the Grant Access Using Hierarchies beside the Organization-wide default setting for
Accounts
B. Contacts that are not linked to an account are always public
C. Managers in the role hierarchy with unchecked "Read" or "Edit" profile permissions
D. Adding managers to account teams with Read only access - CORRECT ANSWER✅✅C. Managers in the
role hierarchy with unchecked "Read" or "Edit" profile permissions
, A customer has a requirement to keep the customer id synchronized real time in the existing back-
office (SAP R/3) system updated in Salesforce CRM.
Which options are viable considerations? (Choose three answers.)
A. Import wizard
B. Native connector to SAP R/3
C. Desktop connectors
D. Middleware connectors
E. Data validation rules
F. Developer toolkits - CORRECT ANSWER✅✅B. Native connector to SAP R/3
D. Middleware connectors
F. Developer toolkits
Universal Containers has two different groups that use the Account record. The sales group needs to
populate 15 fields. The support group does not need to see those fields on the Account record but must
be able to run reports on them.
What solution below would satisfy this requirement?
A. Separate page layout for the sales and support groups
B. Hide the fields through Field Level Security from the support group
C. Create a custom object to hold the 15 fields with a master-detail relationship
D. Create a separate Record Type for the sales and support group - CORRECT ANSWER✅✅A. Separate
page layout for the sales and support groups
Universal Containers would like to integrate Salesforce.com with their accounting system that has a 1-
to-many relationship of addresses to Accounts. The IT department would like to integrate all addresses
from the accounting system into salesforce.com. Current analysis of the addresses shows that on
average, each account has 5 addresses.
Questions from Sales Cloud cert prep workshop-Jeopardy - CORRECT 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 - CORRECT 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 - CORRECT 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 - CORRECT 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 - CORRECT 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 - CORRECT 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 - CORRECT 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 - CORRECT 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 - CORRECT 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 - CORRECT
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:
A. Uncheck the Grant Access Using Hierarchies beside the Organization-wide default setting for
Accounts
B. Contacts that are not linked to an account are always public
C. Managers in the role hierarchy with unchecked "Read" or "Edit" profile permissions
D. Adding managers to account teams with Read only access - CORRECT ANSWER✅✅C. Managers in the
role hierarchy with unchecked "Read" or "Edit" profile permissions
, A customer has a requirement to keep the customer id synchronized real time in the existing back-
office (SAP R/3) system updated in Salesforce CRM.
Which options are viable considerations? (Choose three answers.)
A. Import wizard
B. Native connector to SAP R/3
C. Desktop connectors
D. Middleware connectors
E. Data validation rules
F. Developer toolkits - CORRECT ANSWER✅✅B. Native connector to SAP R/3
D. Middleware connectors
F. Developer toolkits
Universal Containers has two different groups that use the Account record. The sales group needs to
populate 15 fields. The support group does not need to see those fields on the Account record but must
be able to run reports on them.
What solution below would satisfy this requirement?
A. Separate page layout for the sales and support groups
B. Hide the fields through Field Level Security from the support group
C. Create a custom object to hold the 15 fields with a master-detail relationship
D. Create a separate Record Type for the sales and support group - CORRECT ANSWER✅✅A. Separate
page layout for the sales and support groups
Universal Containers would like to integrate Salesforce.com with their accounting system that has a 1-
to-many relationship of addresses to Accounts. The IT department would like to integrate all addresses
from the accounting system into salesforce.com. Current analysis of the addresses shows that on
average, each account has 5 addresses.
