SALES-CLOUD practice questions 191–200

1. Question 191 · 233 in bank

   Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a dedicated sales engineer. The sales engineer will need access to their assigned sales representatives' accounts and opportunities. What should a consultant recommend to meet this requirement?

   • ACreate criteria-based sharing rules to share the accounts and opportunities with sales engineers.
   • BEnable account teams and have each sales representative configure their default teams.
   • CHave the sales representatives manually share the accounts and opportunities with their assigned sales engineers.
   • DCreate a trigger to add the sales engineers to their sales representatives' account and opportunity teams.

   Show answer

   Answer: B

   Explanation

   B is correct. Option A comes very close, but for criterion-based sharing roles can assign access to only ROles, ROles Subordinates and Public groups. SO to achive the requirement using A, for each account owner based on Account Owenr ID, the access needs to be given to a ROle in which the sales engineer needs to be added. Overall that's a very cumbersome option. Hence B is correct which is pretty straight forward

   Source: Adapted from community discussion — OldViking

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2. Question 192 · 233 in bank

   Select 2

   Which two processes should be recommended to track campaigns that influence won opportunities? (Choose two.)

   • AHave the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.
   • BAutomatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date.
   • CHave representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
   • DAdd campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.

   Show answer

   Answer: AD

   Explanation

   AD B is not correct as Salesforce does not automatically add child campaigns to the Campaign Influence report. The primary campaign source is manually linked, and child campaigns are typically tracked separately unless manually associated.

   Source: Adapted from community discussion — Colibri

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3. Question 193 · 233 in bank

   Select 2

   The sales management team of Universal Containers has noticed that opportunities are taking longer to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. Which two reporting tools can the sales management team leverage to help determine the cause? (Choose two.)

   • ADashboard of month-over-month trend of lead conversions
   • BReport on campaign return on investment (ROI)
   • CReport on the discount approval time for quotes
   • DDashboard of opportunity stage duration

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   Answer: CD

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4. Question 194 · 233 in bank

   Select 2

   The Sales Director at Cloud Kicks mandated that implementing logic and automation to qualify top leads is priority. Cloud Kicks fully leverages Sales Cloud and has significant data points captured on converted Leads and closed won Opportunities for the past four years. Which two actions can the Consultant first take to ensure a best practices implementation? (Choose two.)

   • AReview converted Lead data with Sales and Marketing leaders to understand the interaction patterns that led to conversion.
   • BBegin with the recommended base Lead Score of 100. After a predetermined amount of time, evaluate the results and adjust the Score accordingly.
   • CBegin with the recommended base Lead Grade of B-. After a predetermined amount of time, evaluate the results and adjust the Grade accordingly.
   • DWork with subject matter experts to define the key attributes of the ideal customer for Cloud Kicks' products.
   • EConfigure a qualification screen-based flow to assist Sales Reps in quickly determining which Leads are high priority.

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   Answer: AD

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5. Question 195 · 233 in bank

   Select 2

   The sales team at Cloud Kicks needs to track the number of retail locations for each of its Leads. Once the Lead is converted, the sales team wants to see the number of retail locations related to its customer. The service team also wants to view this information. Which two actions should the Consultant take to meet this requirement? (Choose two.)

   • AUpdate the Account with number of retail locations after it has been converted.
   • BCreate a rollup field on the Account to calculate the number of retail locations.
   • CCreate custom fields on the Account and Lead objects to store the number of retail locations.
   • DMap the custom field from the Lead object to the custom field on the Account object during lead conversion.
   • EMap the custom field from the Lead object to the standard field on the Account object during lead conversion.

   Show answer

   Answer: CD

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6. Question 196 · 233 in bank

   Select 2

   Sales Management at Cloud Kicks has noticed that the Quote amount on Opportunities does not match the Opportunity amount. Which two actions should the Consultant recommend to resolve this issue? (Choose two.)

   • AAdd a global action to sync the Quote with the Opportunity.
   • BBuild a Workflow rule to update the Opportunity Amount with a Grand Total Value on the Quote Record.
   • CAdd a Sync button to the Page Layout.
   • DAdd the Syncing checkbox to the Quotes related list.
   • EBuild a formula field on Opportunity to roll up Total Value from the Quote Record.

   Show answer

   Answer: BE

   Explanation

   B. Creating a Workflow rule to update the Opportunity Amount with the Grand Total Value from the Quote Record ensures that the Opportunity Amount accurately reflects the total value of the products or services quoted E. Building a formula field on the Opportunity object to roll up the Total Value from the related Quote Records allows for real-time calculation of the total quoted amount on the Opportunity. This approach ensures that the Opportunity Amount is always up-to-date and aligned with the total quoted value.

   Source: Adapted from community discussion — Plohia

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7. Question 197 · 233 in bank

   Cloud Kicks is implementing Enterprise Territory Management for its retail sales. The Sales Director wants to organize Territories based on their characteristics. How can the Consultant meet this requirement?

   • ACreate a Territory Hierarchy, and set allocations and assignments.
   • BCreate a Territory Management Model with Territory Hierarchy and with priority.
   • CCreate a Territory Types with priority and then create a Territory based on Territory Types.
   • DCreate a Territory Model with Territory Hierarchy and set allocations.

   Show answer

   Answer: B

   Explanation

   creating a Territory Management Model with Territory Hierarchy and with priority is the most effective way to organize territories based on their characteristics for Cloud Kicks' implementation of Enterprise Territory Management. This approach will enable Cloud Kicks to make informed decisions about territory management, optimize sales efforts, and achieve its business goals.

   Source: Adapted from community discussion — Plohia

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8. Question 198 · 233 in bank

   Select 2

   In order to increase and promote adoption, sales management at Cloud Kicks wants sales representatives to follow Opportunities they create. Which two actions should the Consultant recommend to create a solution? (Choose two.)

   • AUse Process Builder with an Action Type of Follow Chatter when a record is created or edited.
   • BTurn on the Chatter feed settings that enable users to automatically follow records that they create.
   • CCreate a report with newly created Opportunities and have sales management subscribe to the report.
   • DTurn on the Chatter feed settings that enable stage notifications to opportunity owners.

   Show answer

   Answer: BD

   Explanation

   B. Turn on the Chatter feed settings that enable users to automatically follow records that they create. This setting will automatically follow any opportunity that a sales representative creates, ensuring that they receive updates and notifications about the opportunity in their Chatter feed. This will make it easier for sales representatives to stay informed about the status of their opportunities and take action when necessary. D. Turn on the Chatter feed settings that enable stage notifications to opportunity owners. This setting will send notifications to the opportunity owner whenever the opportunity progresses to a new stage. This will keep sales representatives informed about the progress of their opportunities and help them to identify potential problems or opportunities for closing.

   Source: Adapted from community discussion — Plohia

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9. Question 199 · 233 in bank

   Select 2

   Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to know which territory has the most closed deals in a month. The territory hierarchy has three branches with child territories, with forecast managers assigned to a few of them. Which two actions can forecast managers perform? (Choose two.)

   • AThey can share their forecast with any external user.
   • BThey can add territories to the hierarchy.
   • CThey can see all of their territory forecasts in a single-page summary view.
   • DThey can share their forecast with any Salesforce user.
   • EThey can share their summary view with any Salesforce user.

   Show answer

   Answer: CD

   Explanation

   Forecast managers can share their forecasts with any Salesforce user at their company. When sharing, they specify whether a coworker can make adjustments or only view the shared forecasts. Forecast managers can’t share their summary view. Forecast users can see all their territory forecasts in the single-page summary view

   Source: Adapted from community discussion — sss3333334444

   References

   • Salesforce Help

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10. Question 200 · 233 in bank

    Select 3

    The Sales Director at Cloud Kicks noticed that while Lead conversion rates were high, Opportunities were not moving through the sales cycle. Many of the contacts that were converted had no phone, email, or background information captured. Which three solutions can be used to improve the quality of Leads being converted? (Choose three.)

    • AMandate that all Lead data must be reviewed prior to being created in Salesforce.
    • BReview Lead conversion mapping to ensure necessary fields are mapped correctly.
    • CCreate a validation rule to check that necessary information is complete upon Lead conversion.
    • DImplement a trigger that warns the user of incomplete information during Lead conversion.
    • EUpdate web-to-lead forms to require input fields be completed prior to submission.
    • FSchedule a report that notifies Lead owners daily of Leads with incomplete information.

    Show answer

    Answer: BCE

    Explanation

    D is correct - because, it is capable of stopping the conversion when the "Require Validation for Converted Leads" setting is checked. C has already converted the lead, so the validation rule would go where? That would be after update, or insert, and for which object are we having validation rules? Better to use the before insert trigger. Then again, brand new flow functionality DOES include the "Roll-Back" element which could mean Flows could handle this functionality as well.

    Source: Adapted from community discussion — kaiRoMa

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SALES-CLOUD practice, question 191. 233 questions available.