Questions for the SALES CLOUD CONSULTANT were updated on : Dec 01 ,2025
When a lead is created, Cloud Kicks wants to implement rules to assign the lead to the appropriate
user. The new record should have the assignee's default record type.
Which approach should the consultant recommend to meet the requirement most efficiently?
A
A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that has a public
sharing model for Accounts. Different sales reps own local accounts that create a multi-level Account
Hierarchy. CK needs to see the total number of closed won opportunities and the revenue value for
all accounts in the hierarchy when viewing a parent account.
Which recommendation meets this requirement?
C
The sales director at Cloud Kicks wants to prevent users from viewing each other’s Opportunities but
wants them to check to see that the Account already exists prior to creating a new Account.
Which organization-wide default should the consultant recommend?
C
Universal Containers has implemented Salesforce for all of its sales reps. All sales reps are required
to select the win or loss stage on every
closed opportunity. Managers like to measure the win ratio for all of the sales reps.
How should a consultant meet the requirement?
B
During the Discovery phase of a Sales Cloud implementation, which step should a consultant
complete to prepare for a successful engagement?
A
The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete
their tasks. The sales team needs to create
and edit leads, contacts, and opportunities with ease.
Which feature should the consultant recommend the sales team use?
A
Cloud Kicks rolled out Sales Cloud recently. The VP of sales wants to display a view of internal and
external data on the lifetime spend for each
account on the Salesforce account detail page.
Which option should a consultant recommend to meet this requirement?
B
Cloud Kicks has organization-wide defaults set to Private for Account.
With the rollout of Opportunity Teams, what should a consultant consider?
C
Cloud Kicks (CK) has requested a Statement of Work (SOW) that clearly details who will train users on
new features and how the training will be delivered.
Which section of a SOW should the consultant discuss with CK to meet the requirement?
B
Cloud Kicks manages prospects for lead generation in a marketing application.
To ensure data quality, which prospects should the consultant migrate from the marketing
application to lead records?
C
During end-to-end testing, users report that a key business process is missing a step.
What should a consultant do first to resolve the issue?
A
Sales reps at Universal Containers receive leads that are generated from various channels. Lead
quality varies greatly. Sales managers want the
sales reps to focus on the leads most likely to result in a sale.
What should the consultant recommend to meet this requirement?
A
Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to
track these contacts on associated accounts without creating duplicate Contact records.
What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature?
B
Predefined groups of sales reps work collaboratively on Accounts in the Cloud Kicks (CK) sales model.
Each group is also responsible for specific accounts. CK has organization-wide default access set to
Public Read/Write for Accounts. CK discovered this caused issues with data quality where reps edited
accounts outside their scope of responsibility. CK wants to allow reps to view any account, but
restrict editing to only reps who are responsible for those specific accounts.
Which step should a consultant recommend to allow reps to continue to collaborate while
eliminating incorrect edits?
A
Universal Containers (UC) notices a large increase in leads created overnight which exceed the daily
limits. Upon examination, the leads appear to
be created by bots. UC uses a standard Web-to-Lead form without safeguards in place to limit spam
on forms.
What should the consultant recommend as the first line of defense before republishing the form?
C