SALES-CLOUD practice questions 181–190

1. Question 181 · 233 in bank

   Northern Trail Outfitters allows its sales representatives to negotiate up to a 10% discount for their opportunities. Discounts greater than 10% must be sent to their Regional Sales Manager (RSM) for approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval. Which approach would satisfy these requirements?

   • AConfigure an approval process for the RSM and a workflow rule for the RVP.
   • BConfigure a workflow approval task and email to notify the RSM and RVP.
   • CCreate a two-step approval process for the RSM and RVP as approvers.
   • DCreate two approval processes, one for the RSM and one for the RVP.

   Show answer

   Answer: C

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2. Question 182 · 233 in bank

   Select 2

   Northern Trail Outfitters' sales representatives have to be certified to sell items in its Professional catalog. Which two ways should Salesforce be set up to prevent those who are NOT certified from adding these items to opportunities? (Choose two.)

   • AUtilize a separate price book for the products requiring certification and only share the price book to users who are certified.
   • BUtilize a validation rule on opportunity products to prevent them from adding products marked as requiring certification if they are NOT certified.
   • CUtilize a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified.
   • DUtilize a validation rule on products marked as requiring certification to prevent them from being added to an opportunity.

   Show answer

   Answer: AB

   Explanation

   When you add Product into an Opportunity, it creates an Opportunity Product Record. Therefore, you create validation rule on Opportunity Product to prevent user without certification from creating a new Opportunity Product related to Product which requires certification

   Source: Adapted from community discussion — Vanthanh

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3. Question 183 · 233 in bank

   Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company wants to see the total value of open opportunities for all accounts in the hierarchy. Which solution should a consultant recommend to meet this requirement?

   • ACreate a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
   • BDefine a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
   • CCreate a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy.
   • DUse Apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.

   Show answer

   Answer: D

   Explanation

   D for me. Option A comes very close but the role-up summary field on the Account for Opportunity value doesn't role-up the opportunity values of the opportunities of the child accounts.

   Source: Adapted from community discussion — OldViking

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4. Question 184 · 233 in bank

   Select 2

   Northern Trail Outfitters (NTO) is hiring additional sales representatives due to rapid sales growth. The NTO sales management team wants to develop more structure around sales territory. Which two data points should be considered? (Choose two.)

   • ANumber of currencies needed to support each sales territory
   • BAttributes needed to segment and categorize customers
   • CDistance between customer headquarters and their sales representatives
   • DAverage number of customers managed by a sales representative

   Show answer

   Answer: BD

   Explanation

   B. Attributes needed to segment and categorize customers: Understanding customer attributes such as industry, location, size, and purchasing behavior can help segment and categorize customers effectively. D. Average number of customers managed by a sales representative: Determining the optimal number of customers managed by each sales representative ensures that the workload is distributed evenly.

   Source: Adapted from community discussion — Plohia

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5. Question 185 · 233 in bank

   Universal Containers wants to implement a website for a new product launch. The site should be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team. Which solution should the consultant recommend?

   • ACustomer Community
   • BLightning Platform
   • CLightning Components
   • DSalesforce Mobile Sites

   Show answer

   Answer: A

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6. Question 186 · 233 in bank

   Northern Trail Outfitters wants to link contacts with more than one account. What solution should be recommended if a contact is an employee in one account, and on the boards of three additional accounts?

   • AEnable contacts to multiple accounts feature.
   • BAssociate the contact to other accounts using a custom lookup field.
   • CClone the contact record and add it to the second account.
   • DAdd the contact to the partners related list on the second account.

   Show answer

   Answer: A

   Explanation

   A is correct because for D we need accounts, not contacts: Partners are the companies with which you collaborate to close your sales deals. For each opportunity or account you create, the Partners related list allows you to store information about your partners and the roles they play in the opportunity or account. A partner must be an existing account within Salesforce.

   Source: Adapted from community discussion — Mims22

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7. Question 187 · 233 in bank

   Universal Containers has a customer base that includes both individual consumers and businesses. The company has implemented Person Accounts in Salesforce and has a custom object for `Policies` that needs to relate to both Person Accounts and business accounts. What is the minimum configuration on the policy custom object needed to meet this requirement?

   • ACreate a contact lookup field and an account lookup field.
   • BCreate a master-detail contact relationship.
   • CCreate a master-detail account relationship.
   • DCreate a custom contact lookup field.

   Show answer

   Answer: A

   Explanation

   To relate a custom object (Policies) to both Person Accounts and business accounts, you would need to establish relationships with both the Contact and Account objects. Option A, creating a contact lookup field and an account lookup field on the Policies custom object, is the most suitable approach. This allows you to link a policy to both an individual consumer (Person Account) through the Contact lookup and a business account through the Account lookup.

   Source: Adapted from community discussion — SFer28

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8. Question 188 · 233 in bank

   Management at Northern Trail Outfitters wants to make sure their sales representatives are recording important email communication with customers while they are away from their offices. The sales representatives use various email applications. Which solution should be recommended?

   • ADownload and install a Salesforce universal connector for their smartphones and computers.
   • BCopy and paste emails manually to the customer record in Salesforce from their smartphones and computers.
   • CForward emails using their Email-to-Salesforce email address from their smartphones and computers.
   • DDownload and install the Salesforce for Outlook connector on their smartphones and computers.

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   Answer: C

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9. Question 189 · 233 in bank

   Select 3

   Which three considerations should be addressed when implementing Advanced Currency Management? (Choose three.)

   • ACurrency roll-up summary fields from opportunity products to an opportunity use the dated exchange rate.
   • BAdvanced Currency Management can be enabled or disabled in the organization under the company profile, if needed.
   • CAdvanced Currency Management dated exchange rates are automatically updated on a monthly basis.
   • DThe converted amount of an opportunity uses dated exchange rates based on the close date of the opportunity.
   • ECurrency roll-up summary fields from opportunities to an account use the static conversion rate.

   Show answer

   Answer: ABD

   Explanation

   ADE is the correct answer, B is not correct because once Advanced Currency Management is enabled, it cannot be disabled. This is a critical consideration when deciding to implement it, as it has a lasting impact on how currency data is managed.

   Source: Adapted from community discussion — Colibri

   References

   • Salesforce Help

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10. Question 190 · 233 in bank

    Select 3

    Northern Trail Outfitters has its sales support team enter new prospecting leads for sales representatives. Which three actions should be implemented to enforce data quality and accuracy once the new lead has been qualified and the opportunity has been created to track the deal? (Choose three.)

    • ACreate an Apex trigger to perform data quality checks.
    • BEnable validation rules on the lead.
    • CMap custom lead fields to corresponding custom opportunity fields.
    • DEnable the lead conversion permission.
    • EEnable validation rules on the opportunity.

    Show answer

    Answer: BCE

    Explanation

    B. Enable validation rules on the lead: Validation rules on the lead ensure that the data entered meets specific criteria and business requirements, maintaining data quality at the lead level. C. Map custom lead fields to corresponding custom opportunity fields: By mapping custom lead fields to corresponding custom opportunity fields, you ensure that the data entered in the lead is accurately transferred to the opportunity, preventing discrepancies and ensuring consistency. E. Enable validation rules on the opportunity: Similar to validation rules on leads, validation rules on opportunities help maintain data accuracy and integrity by enforcing specific criteria for the opportunity records.

    Source: Adapted from community discussion — Plohia

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SALES-CLOUD practice, question 181. 233 questions available.