SALES-CLOUD practice questions 11–20

1. Question 11 · 233 in bank

   Select 2

   A consultant needs to migrate data in Sales Cloud and is considering using Data Loader. What are two capabilities of this migration tool? (Choose two.)

   • AExtract organization and configuration data
   • BPrevent importing duplicate records
   • CRun one-time or scheduled data loads
   • DExport field history data

   Show answer

   Answer: CD

   Explanation

   Use the Data Loader export process to extract data older than 18 months from your field history. https://help.salesforce.com/s/articleView?id=000383373&type=1 You want to schedule regular data loads, such as nightly imports. https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/when_to_use_the_data_loader.htm

   Source: Adapted from community discussion — fu_chan

   References

   • Salesforce Help
   • developer.salesforce.com documentation

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2. Question 12 · 233 in bank

   A Sales Rep at Cloud Kicks has a requirement to have access to all child Accounts of the Accounts they own. The Organization-wide Default setting for Account is private. What happens if a user has access to a parent Account?

   • AAccess to child Account will need to be manually added.
   • BThe user will have access to child Account records.
   • CAccess can be granted by setting up a sharing rule via Account Hierarchy.
   • DThe user will have access to all Accounts if ג€Grant Access using Hierarchiesג€ is enabled.

   Show answer

   Answer: A

   Explanation

   The question isn't complete. It says user has access to parent account but it was not mentioned how the access was granted, was it manually shared? granted via hierarchy? territory? account team? Given that the question is incompleted, the answer should be A.

   Source: Adapted from community discussion — Nikkordc

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3. Question 13 · 233 in bank

   Cloud Kicks has 300K Account records and 16M Invoices. These were within a custom object in a master-detail relationship with the Account. Each Account record takes a long time to display because of the Invoice related list's lengthy rendering time. What should the Consultant do to solve this issue?

   • AEnable indexing on all the fields visible on the related list of Invoices, as this will allow the related list to load faster.
   • BEnable ג€Load Individual Component Separatelyג€ at the Lightning record page of the Account object, as this will allow Account details to render while Invoice related list data will be visible after querying details from Invoices.
   • CEnable ג€Separate Loading of Related Listsג€ setting from User Interface Settings, as this will allow the Account detail to render while Invoice related list data will be visible after querying details from Invoices.
   • DRaise a case with Salesforce to enable Fast Loading of the related list of Invoices, as this will help to render Account details faster.

   Show answer

   Answer: C

   References

   • Salesforce Help

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4. Question 14 · 233 in bank

   Select 2

   The Cloud Kicks website Contact Us form creates Leads that need to be followed-up in a timely manner by sales representatives. The VP of Sales wants to be notified when the Lead creation date has passed 24 hours and the Lead status is still new. Sales representatives want a list of Leads to follow up. Which two actions should the consultant take to meet the requirements? (Choose two.)

   • AUse Process Builder to send a time-based notification email.
   • BCreate a Lead escalation rule with criteria "Lead created date NOT equal to TODAY" and "Status equals new."
   • CCreate a dynamic report for sales representatives to subscribe to.
   • DCreate a Lead list view filtered for "Lead created date NOT equal to TODAY" and "Status equals new."

   Show answer

   Answer: AC

   Explanation

   A and C are correct, there's no standard lead escalation rule, and since it specifically says "24 hours", TODAY won't meet that requirement as that filter will not show the leads created on or before 11:59 PM comes 12:00 AM as that lead will be already considered as created yesterday not TODAY.

   Source: Adapted from community discussion — Nikkordc

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5. Question 15 · 233 in bank

   Northern Trail Outfitters gains sales leads at its annual trade show. Duplicate leads are generated when they are imported and already exist in the system. What should be done to address the issue with duplicate leads?

   • AUpload the leads to Data.com to remove the duplicates and select the option to have them automatically imported.
   • BUpload the leads and click the "Find Duplicates" button for each of the leads to identify potential duplicate lead records.
   • CUpload the leads using Data Loader and enable the "Find Duplicates" setting to prevent duplicate records.
   • DUpload the leads using the Data Import Wizard and select the appropriate field to match duplicates against existing records.

   Show answer

   Answer: D

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6. Question 16 · 233 in bank

   A sales manager at Universal Containers wants to give a sales operations user access to the team's forecast. The sales manager is the forecast manager. The sales operations user will need to report on the forecast. How can the sales operations user get access to the forecast data for the sales manager's team?

   • AThe sales manager can temporarily assign the sales operations user as the manager of the forecast.
   • BThe consultant can create a custom report type on the forecast and share it with the sales operations user.
   • CThe sales manager can share the forecasts page with the sales operations user.
   • DThe consultant can enable the "View All Forecasts" permission on the sales operations profile.

   Show answer

   Answer: D

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7. Question 17 · 233 in bank

   Select 2

   The Northern Trail Outfitters sales team has reported that many of the Leads they receive are missing an email address or phone number. Which two approaches should a consultant recommend to address this problem? (Choose two.)

   • ARequire Phone and Email fields on the Lead page layout.
   • BConfigure Assignment Rules to only assign Leads with Phone or Email.
   • CRequire Phone and Email fields on the Lead object.
   • DCreate a Validation Rule that requires either a Phone or Email.

   Show answer

   Answer: AD

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8. Question 18 · 233 in bank

   Select 2

   Cloud Kicks' (CK) marketing department is migrating from its email campaign and management system to Salesforce. The marketing administrator wants to ensure that CK's email templates are retained. Which two solutions should a consultant recommend for a successful migration? (Choose two.)

   • AEnable Email Import and use the Import Wizard.
   • BManually recreate the email and mail merge templates in Salesforce.
   • CImport email templates with the Data Loader.
   • DCreate an email template change set or use the Lightning Platform.

   Show answer

   Answer: CD

   Explanation

   C. Import email templates with the Data Loader. The Data Loader is a powerful tool for importing and exporting data, including email templates. It allows for the migration of large volumes of data in a structured and efficient manner. By using the Data Loader, CK can ensure that all of their email templates are accurately transferred to Salesforce. D. Create an email template change set or use the Lightning Platform. Change sets and the Lightning Platform provide a more controlled and organized approach to migrating email templates. Change sets allow for the creation of a bundle of changes that can be previewed and tested before being deployed. The Lightning Platform provides a more flexible and user-friendly interface for creating and managing email templates.

   Source: Adapted from community discussion — Plohia

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9. Question 19 · 233 in bank

   Sales reps at Universal Containers have found that Leads they have been pursuing contain outdated and missing contact information. What should a consultant recommend to obtain current Lead contact information?

   • AUpload Marketing Cloud data on a daily basis for more complete information.
   • BUse a company insights and data enrichment app from the AppExchange.
   • CCreate a Web-to-Lead form with required fields.
   • DUse Mass Delete to remove Leads with invalid data.

   Show answer

   Answer: B

   Explanation

   A company insights and data enrichment app can connect to external data sources and automatically update Lead contact information with the latest available data. This can help to ensure that sales reps are working with the most accurate and up-to-date information possible.

   Source: Adapted from community discussion — Plohia

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10. Question 20 · 233 in bank

    Universal Containers' (UC) sales reps have said there are too many reports and dashboards that are unrelated to their roles which makes it hard to find what is important to them. What should a consultant recommend that UC use to solve this issue?

    • ACustom report types
    • BEnhanced Folder Sharing
    • CDashboard Filters
    • DPrioritize private folders

    Show answer

    Answer: B

    References

    • Salesforce Help

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Keyboard:J Kmove between questionsA–Dselect an answerRshow or hide the answer← →change page

SALES-CLOUD practice, question 11. 233 questions available.