SALES-CLOUD practice questions 21–30

1. Question 21 · 233 in bank

   Cloud Kicks uses the Lead Source field to track the event from which a Lead originated. The marketing director requested a report that shows every event a Lead has attended. This information is impossible to provide with the current configuration. Which standard Salesforce functionality should a consultant recommend?

   • AImplement Campaigns to track events and define a campaign management process.
   • BUpdate the Lead Source field to the most recent event a Lead has attended using Process Builder.
   • CConfigure a Custom Events object and relate it to the Lead object.
   • DCreate a custom field to track the second event a Lead attends.

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   Answer: A

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2. Question 22 · 233 in bank

   Universal Containers wants to implement a sales methodology that focuses on identifying customer's challenges and addressing them with its offerings. Which sales methodology is described above?

   • ADirect selling
   • BSolution selling
   • CTarget account selling
   • DRelationship selling

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   Answer: B

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3. Question 23 · 233 in bank

   When a lead record is converted, Cloud Kicks wants the Account, Contact, Opportunity, and Product records to be automatically created with minimal user input. Which strategy should the consultant use to meet this requirement?

   • ACreate a custom quick action that creates new records.
   • BOverride the standard Convert button with a custom Lightning Component.
   • CEnable the customized lead conversion setting from Setup.
   • DUtilize workflow rules to create records.

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   Answer: D

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4. Question 24 · 233 in bank

   A consultant is meeting with a new client for the first time to design a rollout strategy for its Sales Cloud implementation. What should the consultant do during the planning phase to ensure a successful implementation?

   • ADesign a prototype of the suggested solution.
   • BIdentify which Salesforce features to use.
   • CDefine goals, metrics, and sales processes.
   • DBuild and test the new functionality.

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   Answer: C

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5. Question 25 · 233 in bank

   After a successful implementation of Sales Cloud at Universal Containers, sales management wants to add a new Negotiation stage immediately prior to the Closed stage. After adding the stage, a user reports that some Opportunities are missing from quarterly forecasts. How should the consultant resolve this issue?

   • ACreate a new forecast and include the new sales stage.
   • BUse forecast adjustments to correct the forecast.
   • CEdit the Forecast Category field to reflect the proper category for the new stage.
   • DCreate a report to track Opportunities in the Negotiation stage.

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   Answer: C

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6. Question 26 · 233 in bank

   Select 2

   Universal Containers (UC) wants to make it easier for sales reps to log their customer interactions, such as emails and events, directly from their email and calendar applications. UC wants to report on these activities in Salesforce. What are two capabilities of Outlook and Gmail integration tools? (Choose two.)

   • ASync recurring events created in the Salesforce mobile app with Microsoft or Google Calendar.
   • BAssociate emails with records in Salesforce from Outlook or Gmail.
   • CReport on contact data as it exists in Outlook or Gmail.
   • DSync non-recurring events between Microsoft or Google Calendar and Salesforce.

   Show answer

   Answer: BD

   References

   • Salesforce Help

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7. Question 27 · 233 in bank

   Select 2

   Up to this point, two sales reps have had separate Accounts and Opportunities. Sales rep A wants to include sales rep B in a few Opportunities on one Account. What are two outcomes when Account Teams are enabled and used for this Account? (Choose two.)

   • ARep A can let rep B edit all Opportunities on the Account.
   • BRep A can let rep B view the Account but keep private Contacts.
   • CRep A can let rep B view one of the Opportunities on the Account.
   • DRep A can let rep B view the Account but keep private Activities.

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   Answer: AB

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8. Question 28 · 233 in bank

   Select 2

   The VP of Sales at Cloud Kicks wants to provide options to sales representatives for changing account or contract details for a created order. Which two conditions should the consultant consider to meet this requirement? (Choose two.)

   • AThe price book associated with the order is also associated to the new account.
   • BThe contract associated with the order is also associated to the new account.
   • CThe currency associated with the order can be different from the new contract.
   • DThe order associated with the account should be in draft status.

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   Answer: BD

   Explanation

   no, B and D are correct: https://help.salesforce.com/s/articleView?id=sf.order_edit.htm&type=5 After an order is created, you can change its Account field only when the following conditions are true. The order is in Draft status. If the order has an associated contract, that contract is associated with the new account. After an order is created, you can change its Contract field only when the following conditions are true. The order is in Draft status. The account associated with the order is the same as the account associated with the new contract. The currency associated with the order is the same as the currency associated with the new contract. If the order has an associated price book, that price book is associated with the new contract.

   Source: Adapted from community discussion — NCert

   References

   • Salesforce Help

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9. Question 29 · 233 in bank

   What should a consultant recommend to show a dashboard with forecast by product family with quotas?

   • ABuild a joined report with closed opportunities, forecasting items, and quotas.
   • BCreate an analytic snapshot to capture the opportunity forecast.
   • CCustomize quotas with product report, and add necessary fields.
   • DBuild a custom report type with forecasting quotas and forecasting items.

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   Answer: D

   Explanation

   the correct answer is D. You must create a custom report type, report and then you can add the component to the dashboard.

   Source: Adapted from community discussion — semio

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10. Question 30 · 233 in bank

    Select 2

    Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month club. Regional Sales Managers (RSM) must approve discounts greater than 5%. Regional Vice Presidents (RVP) must approve discounts greater than 10%. Which two steps should a consultant recommend to satisfy these requirements? (Choose two.)

    • ACreate two approval processes, one for the RSM, and one for the RVP.
    • BCreate a process with Process Builder to automatically submit approval for discounts of 5% or larger.
    • CCreate a two-step approval process for the RSM and RVP as approvers.
    • DConfigure a Process Builder approval task and email to notify the RSM and RVP.

    Show answer

    Answer: BC

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SALES-CLOUD practice, question 21. 233 questions available.