Sales-Con-201日本語認定、Sales-Con-201日本語版参考資料

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Salesforce Sales-Con-201 Exam Syllabus Topics:

Section	Objectives
Opportunity Management
Account and Contact Management
Collaboration and Integration
Industry Knowledge
Implementation Strategies
Sales Lifecycle Management
Reports and Dashboards
Sales Productivity and Management
Data Management

>> Sales-Con-201日本語認定 <<

Sales-Con-201日本語版参考資料 & Sales-Con-201日本語復習赤本

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Salesforce Certified Sales Cloud Consultant 認定 Sales-Con-201 試験問題 (Q26-Q31):

質問 # 26
Cloud Kicks' (CK) global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. CK wants to generate accurate reporting directly in Sales Cloud. After enabling Advanced Currency Management, what should the consultant do next?

A. Show deal values in a user's default currency.
B. Update currency values manually on a weekly basis.
C. Adjust currency conversion dynamically based on date range.

正解：C

質問 # 27
Cloud Kicks wants new Opportunities created from won Renewal deals automatically, without manual rep intervention. What should the consultant recommend?

A. Manual duplication by reps
B. A report subscription
C. A Flow triggered on Opportunity Closed Won that clones/creates a renewal Opportunity

正解：C

質問 # 28
Cloud Kicks (CK) plans to implement Advanced Currency Management in Sales Cloud. CK has roll-up summary fields on the Opportunity.
What should CK consider when enabling Advanced Currency Management in its Sales Cloud org?

A. Opportunity roll-up summary fields will update from the Opportunity Line Item object.
B. Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports.
C. Opportunity cross-object formulas always use the dynamic conversion rate for currency conversion.

正解：A

解説：
Cloud Kicks (CK) plans to implement Advanced Currency Management and has roll-up summary fields on the Opportunity object. When enabling Advanced Currency Management, CK should consider that Opportunity roll-up summary fields will update from the Opportunity Line Item object, but with certain limitations.
Key Points:
* Advanced Currency Management (ACM): ACM allows organizations to manage dated exchange rates for Opportunities and Opportunity-related objects, which is essential for accurate reporting over time in multi-currency environments.
* Roll-Up Summary Fields Limitations:
* Roll-up summary fields that SUM currency amounts from related records (like Opportunity Products/Line Items) use the static conversion rate rather than the dated exchange rate.
* This means that when using ACM, roll-up summary fields on the Opportunity that aggregate Opportunity Line Item amounts may not reflect the expected values based on dated exchange rates.
* Considerations for CK:
* CK should be aware that roll-up summaries may not align with the dated exchange rates applied to Opportunities when using ACM.
* CK may need to adjust their reporting or consider alternative solutions, such as custom formulas or Apex triggers, to achieve the desired calculations.
Why Other Options Are Less Suitable:
* B. Opportunity cross-object formulas always use the dynamic conversion rate for currency conversion:
* Cross-object formulas do not support dated exchange rates; they use the static conversion rate.
Therefore, this statement is inaccurate.
* C. Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports:
* Dated exchange rates are not used in forecasting, custom formula fields, or currency fields in other objects. They are only applied to Opportunities, Opportunity Line Items, and related standard reports.
Salesforce Sales Cloud References:
* Advanced Currency Management Overview: Salesforce Help - Advanced Currency Management
* Limitations with Roll-Up Summary Fields: Salesforce Help - Considerations for Advanced Currency Management
* "Advanced currency management isn't supported in cross-object formula fields or roll-up summary fields."
* Implications for Reporting: Organizations must plan for these limitations when implementing ACM to ensure financial data accuracy.
By understanding that Opportunity roll-up summary fields will update from the Opportunity Line Item object but may not use dated exchange rates, CK can address potential discrepancies and make informed decisions when enabling Advanced Currency Management.

質問 # 29
Sales reps at Cloud Kicks are responsible for creating leads manually and uploading leads. The marketing department has noticed that some leads are missing important information.
Which functionality should the consultant apply to ensure that the main fields are populated?

A. Path with key fields
B. Screen flows
C. Required fields

正解：C

解説：
To ensure that critical fields are populated when leads are created or uploaded, setting specific fields as required is the most effective approach. This ensures that sales reps must complete essential information, such as contact details or lead source, before a lead can be saved. Required fields help maintain data quality and completeness, reducing the likelihood of leads missing important information. This method is straightforward to implement and enforces data consistency across records in the Sales Cloud

質問 # 30
Cloud Kicks (CK) has organization-wide defaults set to Public Read-Only for Opportunity. One of the Account Team roles at CK is Executive Sponsor. Account Team members with the Executive Sponsor role need Read/Write access to all child Opportunities.
How should the consultant meet the requirement?

A. Create a flow to grant Read/Write access to Opportunities.
B. Create an Account sharing rule to grant Read/Write access to Opportunities.
C. Create an Opportunity sharing rule to grant Read/Write access to Opportunities.

正解：C

解説：
In Salesforce, organization-wide defaults (OWD) for the Opportunity object can be set to Public Read Only, meaning all users can view Opportunities, but only the record owner and users above them in the role hierarchy have edit access. When OWD is set to Public Read Only, additional access can be granted using sharing rules.
For Cloud Kicks, the Account Team role of Executive Sponsor requires Read/Write access to Opportunities associated with the Accounts they sponsor. Since the OWD is set to Public Read Only, the most effective method to grant this access is through an Opportunity sharing rule. Sharing rules in Salesforce are specifically designed to extend access to users in roles, groups, or territories without altering the OWD settings. By creating an Opportunity sharing rule, Cloud Kicks can ensure that all Account Team members with the Executive Sponsor role gain Read/Write access to related Opportunities, regardless of ownership.
An Account sharing rule would not work in this scenario because sharing rules for Accounts do not automatically extend to related Opportunities when OWD for Opportunities is Public Read Only.
Additionally, creating a flow would not be as efficient or straightforward as using a sharing rule, which is Salesforce's recommended approach for managing access based on roles and relationships like Account Team roles

質問 # 31
......

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