Salesforce Sales Cloud Consultant Test
Questions and Answers (Latest Update
2024)
Universal Containers was bought by a larger company and
needs to provide information on a monthly
basis to the new parent company to help predict sales.
Which data should the new parent company review?
A. Dashboard of user login history
B. Count of new lead records created
C. Number of activities tied to opportunities
D. Opportunity pipeline report grouped by month - Correct
Answer ✅ D. Opportunity pipeline report grouped by month
When the billing address on an account is changed, the
mailing address of all related contact records
should be updated to reflect the new address.
How can this requirement be met?
A. Create a workflow rule on accounts.
B. Create a workflow rule on contacts.
C. Create a process on accounts using Process Builder.
,Salesforce Sales Cloud Consultant Test
Questions and Answers (Latest Update
2024)
D. Create a Force.com trigger on contacts - Correct Answer
✅ C. Create a process on accounts using Process Builder.
Universal Containers is using Salesforce and has set up a
private sharing model. Sam is a sales
executive who reports to John, a sales manager. Sam has
ownership of the ABC Company account
record and has created an opportunity for ABC Company.
There is a sharing rule that allows the
finance team to see all accounts and opportunities.
Which statement about data visibility is true?
A. John and Sam can see all of the same data
B. John can see all of Sam's data but Sam CANNOT see all of
John's data.
C. The finance team must be added to the sales team in
order to see Sam's opportunity.
D. John must be added to the sales team in order to see
Sam's opportunity. - Correct Answer ✅ B. John can see all
of Sam's data but Sam CANNOT see all of John's data.
,Salesforce Sales Cloud Consultant Test
Questions and Answers (Latest Update
2024)
Universal Containers is expanding sales internationally and
has created new price books to handle the
various currencies for the five new countries. When a sales
representative selects one of the new price
books to add a product to an opportunity, there are no
products available.
What should be evaluated when troubleshooting this issue?
A. Confirm that product line items on opportunities are
enabled.
B. Confirm that the products are shared with the sales
representative's role.
C. Confirm that the old pricebook is disabled for the sales
representative.
D. Confirm that the products and currencies are associated
with the pricebook. - Correct Answer ✅ D. Confirm that the
products and currencies are associated with the pricebook.
, Salesforce Sales Cloud Consultant Test
Questions and Answers (Latest Update
2024)
Sales management at Universal Containers needs to provide
channel partners with easy access to
approved product documentation. They also need to notify
partners about the material revisions and
updates.
How can they achieve these goals in Salesforce?
A. Enable Content in the Partner Community and enable
Content email alerts for partner users.
B. Enable the Document tab in the Partner Community and
enable email alerts for partner users.
C. Add the Content related list to the partner contact page
layout and enable content delivery.
D. Add the Content related list to the partner account page
layout and enable content delivery. - Correct Answer ✅ A.
Enable Content in the Partner Community and enable Content
email alerts for partner users.
When using Collaborative forecasts, which forecast category
is not included in the forecast?
Questions and Answers (Latest Update
2024)
Universal Containers was bought by a larger company and
needs to provide information on a monthly
basis to the new parent company to help predict sales.
Which data should the new parent company review?
A. Dashboard of user login history
B. Count of new lead records created
C. Number of activities tied to opportunities
D. Opportunity pipeline report grouped by month - Correct
Answer ✅ D. Opportunity pipeline report grouped by month
When the billing address on an account is changed, the
mailing address of all related contact records
should be updated to reflect the new address.
How can this requirement be met?
A. Create a workflow rule on accounts.
B. Create a workflow rule on contacts.
C. Create a process on accounts using Process Builder.
,Salesforce Sales Cloud Consultant Test
Questions and Answers (Latest Update
2024)
D. Create a Force.com trigger on contacts - Correct Answer
✅ C. Create a process on accounts using Process Builder.
Universal Containers is using Salesforce and has set up a
private sharing model. Sam is a sales
executive who reports to John, a sales manager. Sam has
ownership of the ABC Company account
record and has created an opportunity for ABC Company.
There is a sharing rule that allows the
finance team to see all accounts and opportunities.
Which statement about data visibility is true?
A. John and Sam can see all of the same data
B. John can see all of Sam's data but Sam CANNOT see all of
John's data.
C. The finance team must be added to the sales team in
order to see Sam's opportunity.
D. John must be added to the sales team in order to see
Sam's opportunity. - Correct Answer ✅ B. John can see all
of Sam's data but Sam CANNOT see all of John's data.
,Salesforce Sales Cloud Consultant Test
Questions and Answers (Latest Update
2024)
Universal Containers is expanding sales internationally and
has created new price books to handle the
various currencies for the five new countries. When a sales
representative selects one of the new price
books to add a product to an opportunity, there are no
products available.
What should be evaluated when troubleshooting this issue?
A. Confirm that product line items on opportunities are
enabled.
B. Confirm that the products are shared with the sales
representative's role.
C. Confirm that the old pricebook is disabled for the sales
representative.
D. Confirm that the products and currencies are associated
with the pricebook. - Correct Answer ✅ D. Confirm that the
products and currencies are associated with the pricebook.
, Salesforce Sales Cloud Consultant Test
Questions and Answers (Latest Update
2024)
Sales management at Universal Containers needs to provide
channel partners with easy access to
approved product documentation. They also need to notify
partners about the material revisions and
updates.
How can they achieve these goals in Salesforce?
A. Enable Content in the Partner Community and enable
Content email alerts for partner users.
B. Enable the Document tab in the Partner Community and
enable email alerts for partner users.
C. Add the Content related list to the partner contact page
layout and enable content delivery.
D. Add the Content related list to the partner account page
layout and enable content delivery. - Correct Answer ✅ A.
Enable Content in the Partner Community and enable Content
email alerts for partner users.
When using Collaborative forecasts, which forecast category
is not included in the forecast?
