SALES-CLOUD practice questions 161–170

1. Question 161 · 233 in bank

   When emails are synched into Salesforce by Einstein Activity Capture, how are the emails matched to Salesforce Lead and Contact record data?

   • AMatching is based on standard Email and custom fields with a type of Email.
   • BMatching is based on the standard Email field.
   • CMatching is based on Last Name and the standard Email fields.
   • DMatching is based on First Name, Last Name and the standard Email fields.

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   Answer: A

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2. Question 162 · 233 in bank

   A consultant is beginning a new project with Cloud Kicks to implement Collaborative Forecasting. What should the consultant use to gather requirements using an Agile methodology?

   • ARole hierarchy
   • BForecast hierarchy
   • CUser stories
   • DLinear process

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   Answer: C

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3. Question 163 · 233 in bank

   Select 2

   Universal Containers sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant product's sales process. Which two solutions should a consultant recommend to meet these requirements? (Choose two.)

   • ACreate sales stages that align with opportunity record types.
   • BDefine the default opportunity teams for each opportunity record type.
   • CConfigure opportunity record types for each sales process.
   • DDefine sales processes to map to each opportunity record type.

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   Answer: CD

   Explanation

   A- Stages arern't directly to record types. Stages are to sales processes. B- Nothing to do with the problem. Answer C & D.

   Source: Adapted from community discussion — FriedConsole2000

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4. Question 164 · 233 in bank

   Cloud Kicks has 12 stages in its sales process. The probability of winning the sale must be indicated. The sales manager uses sales stages and probability for forecasting. The sales manager wants a condensed summary of the forecasts without affecting the sales team. Which approach should a consultant recommend to streamline forecast reporting?

   • ACreate a custom object to be used in forecast reporting.
   • BAlign opportunity stages with probability and use collaborative forecasts for reporting.
   • CReduce the number of opportunity stages and report on probability.
   • DAlign forecast categories to multiple opportunity stages and report on forecast category.

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   Answer: B

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5. Question 165 · 233 in bank

   Select 2

   Cloud Kicks noticed its data quality has degraded since its initial Sales Cloud implementation and is working with a consultant to develop a data management plan. The consultant suggested some best practices for creating, processing, and maintaining data. Which two areas could be improved by using third-party data enrichment tools? (Choose two.)

   • ANaming and formatting
   • BMonitoring changes and updates
   • CValidation rules
   • DRoles and record ownership

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   Answer: AB

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6. Question 166 · 233 in bank

   Cloud Kicks (CK) needs to comply with GDPR requirements. Personal information is limited to only users who need access to a company's Account. CK has a private Account model. How should the consultant provide specific Account access to the renewals and sales operations teams?

   • AChange the roles of renewals and sales operations team members in the default Opportunity team.
   • BCreate a criteria-based sharing rule to share Accounts with the sales operations and renewals public groups.
   • CCreate a role-based sharing rule to share all Accounts with the sales operations and renewals roles.
   • DBuild renewals and sales operations Account team member roles and allocate them to the appropriate users.

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   Answer: B

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7. Question 167 · 233 in bank

   Universal Containers wants to implement Collaborative Forecasts in Salesforce. There are multiple levels above the sales reps, including team managers, regional managers, and country VPs. This structure has been built in the role hierarchy. Some of the regional manager roles Include multiple users. How should the consultant configure the wav opportunities roll up through the management structure?

   • AUse Assign Manager to select the appropriate role member.
   • BUpdate the role hierarchy so each manager role has one user.
   • CAdd the appropriate managers to the Opportunity Team.
   • DCreate a forecast hierarchy separate from the role hierarchy.

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   Answer: A

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8. Question 168 · 233 in bank

   Cloud Kicks has created an integration from its consumer website's Contact form to Salesforce. The integration creates a Contact in Salesforce for each form submission without storing it in the external system. The Contact is created on an Account named "Website" which represents Contacts that were generated from the website. The integration has been in use for a while, and users are reporting slow performance when dealing with Contacts in Salesforce. What should a consultant recommend to improve performance?

   • AUse Contacts as external objects.
   • BUse multiple Accounts to store the related records.
   • CUse Salesforce Connect.
   • DUse Opportunities instead of Contacts.

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   Answer: B

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9. Question 169 · 233 in bank

   The Cloud Kicks marketing team purchased a marketing automation tool and is implementing a lead qualification process. The sales director provided key attributes and activity history of the ideal lead. What should marketing do to improve the current process?

   • ACreate reports based on the sales metrics provided in the marketing automation tool and train marketing users to identify and qualify leads.
   • BDevelop the Lead score and grade based on the information provided automatically and manually determine when a lead should become qualified.
   • CDevelop the Lead score and grade based on the information provided to automatically determine when a lead should become qualified.
   • DSet up the marketing automation tool to send prospects to the sales director and ask sales reps to assist in the qualification process.

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   Answer: C

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10. Question 170 · 233 in bank

    The shipping department at Universal Containers is responsible for sending product samples as part of the sales process. When an opportunity moves to the `sampling` stage, Universal Containers wants an automatic email sent to the shipping department listing the products on the opportunity. How can this requirement be met using a workflow email?

    • ACreate it on the opportunity using a Visualforce email template.
    • BCreate it on the opportunity product using a Visualforce email template.
    • CCreate it on the opportunity product using an HTML email template.
    • DCreate it on the opportunity using an HTML email template.

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    Answer: D

    Explanation

    The best way to meet Universal Containers' requirement using a workflow email is to create it on the opportunity using an HTML email template.

    Source: Adapted from community discussion — Plohia

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SALES-CLOUD practice, question 161. 233 questions available.