CONSULTANT CERTIFICATION PREP
2025 TO 2026 COMPLETE STUDY
GUIDE PRACTICE QUESTIONS CRM
SOLUTIONS AND CERTIFICATION
EXAM REVIEW
T/F | Salesforce Adoption Dashboards is available for free on the App
Exchange and can provide visibility and measurement of user adoption -
CORRECT ANSWER-True
Which of the following CANNOT be done to an Opportunity Stage?
Add
Delete
Deactivate
Rename -CORRECT ANSWER-Rename
What report measures the quality of leads that are usually generated by
marketing teams, and therefore independent of sales reps productivity? -
CORRECT ANSWER-Lead Conversion Report
What 2 reports are ideal for measuring sales rep productivity? -CORRECT
ANSWER-(1) Opportunity-related activities
,(2) Opportunity pipeline report
Leads = Marketing team as Opportunity = X Team. -CORRECT
ANSWER-Sales
T/F | Validation rules will be run regardless of data import tool used. -
CORRECT ANSWER-True
Which data import tool supports ALL standard and custom objects? -
CORRECT ANSWER-Data Loader
Which is a better measurement of Sales Cloud success?
(1) Volume of data
(2) Quality of data and adoption across user groups -CORRECT
ANSWER-2
What are the best 2 reports to measure revenue generation? -CORRECT
ANSWER-(1) Opportunity Pipeline report
(2) Quota Vs. Actual sales report
What are the 3 best measures for Sales Cloud Adoption? -CORRECT
ANSWER-(1) Usage (i.e. login rates)
(2) Data Quality (i.e. accurate completion of fields)
(3) Business Performance (i.e. opportunity pipeline)
,T/F | Parent records do NOT need to be imported prior to importing child
records. -CORRECT ANSWER-False
What plan should consist of activities related to collaboration and
communication with the stakeholders, including executive sponsor
identification and collaboration? -CORRECT ANSWER-Engagement
Plan
What are the 3 phases in the Transition Assistant to move from Classic to
Lightning? -CORRECT ANSWER-(1) Discover
(2) Roll Out
(3) Optimize
Who are reps who focus on selling to prospects and customers from a desk,
not out in the field. Some companies have these reps focus on certain tasks
or specific parts of the sales cycle? -CORRECT ANSWER-Inside Sales
Reps (ISR)
Who focuses on handling inbound leads and qualifying opportunities. They
likely handle large volumes of leads. For each lead, they have a specific set
of actions to handle? -CORRECT ANSWER-Sales Development Reps
(SDR)
Who generates net-new opportunities and focus on new business and cross-
sell business. Sometimes, they have specific actions they need to take with
leads, but the volume is lower, and they have more autonomy to make
decisions on what they believe is the best next step? -CORRECT
ANSWER-Business Development Reps (BDR)
, An inside sales rep spends X% of their day selling. -CORRECT
ANSWER-32%
What is a streamlined solution tailored to inside sales teams (including
sales development and business development reps) and designed to speed
up the sales process? -CORRECT ANSWER-Salesforce High Velocity
Sales
What are the 6 features including in Salesforce High Velocity Sales? -
CORRECT ANSWER-(1) Lightning Sales Console
(2) Sales Cadences
(3) Work Queues
(4) Einstein Lead Score
(5) Email Integration
(6) Lightning Dialer (optional, additional SKU)
What are lead management processes that managers can create to
implement best practices for lead conversion at scale? Think of this as a
company deciding on the most successful sales tactics and ensuring
repeatable success. -CORRECT ANSWER-Sales Cadences
Account Teams can include up to X team members. -CORRECT
ANSWER-5
What are the 5 components of a mobile strategy? -CORRECT ANSWER-
(1) Business value
(2) User value