SALES CLOUD CONSULTANT EXAM
QUESTIONS AND ANSWERS (GRADED
A+)
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 process should be recommended to streamline the process?
(Choose 2 answers.)
A. Create a validation rule to submit opportunities for legal approval before a quote is
generated.
B. Create workflow rules to create specific tasks associated with each step in the
process.
C. Create a workflow rule to submit opportunities for legal approval before a quote is
generated.
D. Create an approval process to route opportunities for the legal team to review. -
ANSWER-B. Create workflow rules to create specific tasks associated with each step in
the process.
D. Create an approval process to route opportunities for the legal team to review.
As the VP of Sales, you would like optimize visibility of Opportunity records when
running Pipeline reports for your Executives and Direct reports as well as ensure
visibility of Opportunity records when necessary. The best way to do this is:
A. Set the Org-wide default on the Opportunity object to Private; create Sharing rules to
limit visibility to Opportunities
B. Set the org-wide default on the Opportunity object to Public; Create a role hierarchy
to manage the roll up of the Pipeline report
C. Set the org-wide default on the Opportunity object to Public
D. Create a Role hierarchy to manage the roll up view of Opportunity object only;
everything else takes care of itself - ANSWER-B. Set the org-wide default on the
Opportunity object to Public; Create a role hierarchy to manage the roll up of the
Pipeline report
Universal Containers needs the ability to associate installed products at an account.
Those incumbent products help the Sales team during deals to know how to compete.
Which approach should Universal Containers consider implementing to best satisfy
these requirements?
A. Use the standard Competitor fields
B. Create a lookup to a custom object for the installed products
C. Use the standard Asset relationship
D. Use the standard Opportunity relationship - ANSWER-C. Use the standard Asset
relationship
The Finance department is very interested in knowing how the sales pipeline looks at 3
weeks before each quarter close. You have no licenses left.
What do you recommend they do?
,A. Collaborate through Chatter free licenses
B. Setup automated emails to send the dashboard
C. Have one finance person share a login
D. Make dashboard available on a mobile device - ANSWER-A. Collaborate through
Chatter free licenses
Universal Containers was acquired by a larger company and they were told to provide
information on a monthly basis to the new owner.
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:
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 - 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 - 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
QUESTIONS AND ANSWERS (GRADED
A+)
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 process should be recommended to streamline the process?
(Choose 2 answers.)
A. Create a validation rule to submit opportunities for legal approval before a quote is
generated.
B. Create workflow rules to create specific tasks associated with each step in the
process.
C. Create a workflow rule to submit opportunities for legal approval before a quote is
generated.
D. Create an approval process to route opportunities for the legal team to review. -
ANSWER-B. Create workflow rules to create specific tasks associated with each step in
the process.
D. Create an approval process to route opportunities for the legal team to review.
As the VP of Sales, you would like optimize visibility of Opportunity records when
running Pipeline reports for your Executives and Direct reports as well as ensure
visibility of Opportunity records when necessary. The best way to do this is:
A. Set the Org-wide default on the Opportunity object to Private; create Sharing rules to
limit visibility to Opportunities
B. Set the org-wide default on the Opportunity object to Public; Create a role hierarchy
to manage the roll up of the Pipeline report
C. Set the org-wide default on the Opportunity object to Public
D. Create a Role hierarchy to manage the roll up view of Opportunity object only;
everything else takes care of itself - ANSWER-B. Set the org-wide default on the
Opportunity object to Public; Create a role hierarchy to manage the roll up of the
Pipeline report
Universal Containers needs the ability to associate installed products at an account.
Those incumbent products help the Sales team during deals to know how to compete.
Which approach should Universal Containers consider implementing to best satisfy
these requirements?
A. Use the standard Competitor fields
B. Create a lookup to a custom object for the installed products
C. Use the standard Asset relationship
D. Use the standard Opportunity relationship - ANSWER-C. Use the standard Asset
relationship
The Finance department is very interested in knowing how the sales pipeline looks at 3
weeks before each quarter close. You have no licenses left.
What do you recommend they do?
,A. Collaborate through Chatter free licenses
B. Setup automated emails to send the dashboard
C. Have one finance person share a login
D. Make dashboard available on a mobile device - ANSWER-A. Collaborate through
Chatter free licenses
Universal Containers was acquired by a larger company and they were told to provide
information on a monthly basis to the new owner.
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:
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 - 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 - 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
