Sales Cloud Consultant EXAM 2025
QUESTIONS AND ANSWERS
Questions from Sales Cloud cert prep workshop-Jeopardy - ANS 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 - ANS 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 - ANS C. Lead conversion
When converting a Lead with an associated Campaign, the Campaign will follow the process
and be associated to the Account.
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Page
True or False - ANS False
@COPYRIGHT BRAINBARTER 2025/2026
, 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 - ANS 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 - ANS 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
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Page
E. Standardize campaign hierarchy - ANS B. Ask how lead scoring is calculated
@COPYRIGHT BRAINBARTER 2025/2026
, 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 - ANS 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 - ANS 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 -
ANS B. Use field level security to make the field read only for all users except the System
Administrator
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Page
@COPYRIGHT BRAINBARTER 2025/2026
, 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 - ANS 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 - ANS 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?
4
Page
@COPYRIGHT BRAINBARTER 2025/2026
QUESTIONS AND ANSWERS
Questions from Sales Cloud cert prep workshop-Jeopardy - ANS 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 - ANS 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 - ANS C. Lead conversion
When converting a Lead with an associated Campaign, the Campaign will follow the process
and be associated to the Account.
1
Page
True or False - ANS False
@COPYRIGHT BRAINBARTER 2025/2026
, 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 - ANS 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 - ANS 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
2
Page
E. Standardize campaign hierarchy - ANS B. Ask how lead scoring is calculated
@COPYRIGHT BRAINBARTER 2025/2026
, 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 - ANS 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 - ANS 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 -
ANS B. Use field level security to make the field read only for all users except the System
Administrator
3
Page
@COPYRIGHT BRAINBARTER 2025/2026
, 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 - ANS 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 - ANS 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?
4
Page
@COPYRIGHT BRAINBARTER 2025/2026
