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| Section | Weight | Objectives |
|---|
| Topic 1: Sales Analytics and Reporting | 12% | - Reports and Dashboards
- 1. Sales Performance Metrics
|
| Topic 2: Sales Productivity Features | 12% | - Collaboration and Productivity Tools
- 1. Email Integration and Activity Management
|
| Topic 3: Lead Management | 12% | - Lead Assignment and Routing
- 1. Lead Scoring and Conversion Rules
|
| Topic 4: Sales Cloud Data Model and Configuration | 15% | - Standard and Custom Objects
- 1. Account and Contact Relationships
- 2. Lead Conversion Process
|
| Topic 5: Data Management and Integration | 15% | - Data Quality and Import Tools
- 1. Data Loader and Import Wizard
- 2. Duplicate Management
|
| Topic 6: Sales Process Automation | 20% | - Sales Processes and Record Types
- 1. Sales Path and Guidance
- 2. Approval Processes
|
| Topic 7: Opportunity Management | 14% | - Opportunity Lifecycle
- 1. Stages and Forecasting
- 2. Products and Price Books
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q50-Q55):
NEW QUESTION # 50
Cloud Kicks (CK) has an external enterprise resource planning (ERP) system that stores product order information. CK wants to view those orders as a related list on the account record in real time.
Which best practice should the consultant recommend?
- A. Create external object product onto" information in Salesforce, run a nightly batch to get details from ERP, and add the external object as a related fist on the Account.
- B. Implement Salesforce Connect and an external object to get real-time product order information, and add the external object as a related fist on the Account.
- C. Create a Lightning component, and get the real-time product order information from ERP using REST integration.
- D. Implement Salesforce-to-Salesforce to get real-time product order information, and add it as a related list on the Account.
Answer: B
Explanation:
Salesforce Connect is a feature that allows users to access and view data from external sources in real time, without copying or syncing the data into Salesforce. An external object is a special kind of custom object that maps to a data source outside Salesforce, such as an ERP system. By implementing Salesforce Connect and an external object, CK can view the product order information from the ERP system as a related list on the account record, without storing or updating the data in Salesforce.
NEW QUESTION # 51
Cloud Kicks manages contacts for lead generation in a marketing application. Following a new Salesforce implementation, inbound leads will be reviewed in the marketing application and then migrated to Salesforce.
Which contacts should the consultant migrate from the marketing application to leads in Salesforce?
- A. All contacts
- B. Active contacts
- C. Qualified contacts
- D. New contacts
Answer: C
Explanation:
* Qualified contacts are the contacts that should be migrated from the marketing application to leads in Salesforce when following a new Salesforce implementation. A contact is a record that represents an individual who is associated with an account or business. A lead is a record that represents a potential customer who has shown interest in a product or service. A qualified contact is a contact who has met certain criteria or thresholds that indicate their readiness or willingness to buy, such as score, behavior, demographics, etc. By migrating qualified contacts from the marketing application to leads in Salesforce, Cloud Kicks can ensure that only the most promising prospects are handed off to the sales team for further follow up and conversion.
NEW QUESTION # 52
Universal Containers has configured the Account organization-wide default (OWD) sharing as Public Read Only. All customer Accounts are owned by the customer successmanager. When a customer calls support to update their contact information, the support agent on their Account team is unable to edit the Account.
Which approach should a consultant recommend allowing the support agent to edit the Account, while still enforcing the Public Read Only OWD?
- A. The support agent should add themselves to the customer's Account team to grant Edit permissions.
- B. The support agent should contact the customer success manager to update the Account.
- C. The customer success manager should change the owner of the Account to the support agent.
- D. The customer success manager should include the support agent on the default Account team with Edit permissions.
Answer: A
Explanation:
This is the approach that the consultant should recommend to allow the support agent to edit the Account, while still enforcing the Public Read Only OWD. Account teams are groups of users who work together on an account. Users can add themselves or others to an account team and specify different levels of access for each team member. By adding themselves to the customer's Account team with Edit permissions, the support agent can update the Account information without changing the owner or the OWD. Verified Reference: [Account Teams]
NEW QUESTION # 53
Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CX has implemented dated exchange rates by using Advanced Currency Management.
How is the converted currency amount calculation on Opportunities determined?
- A. The close date only when the stage is closed
- B. The exchange rate at the time the opportunity is closed
- C. The close date regardless of the opportunity stage
- D. The current exchange rate regardless of the close date
Answer: C
Explanation:
* The close date regardless of the opportunity stage is how the converted currency amount calculation on Opportunities is determined when using dated exchange rates and Advanced Currency Management.
Dated exchange rates are exchange rates that are tied to specific dates or ranges of dates. Advanced Currency Management is a feature that allows users to enable dated exchange rates and track historical exchange rates in Salesforce. When using dated exchange rates and Advanced Currency Management, the converted currency amount on Opportunities is calculated based on the exchange rate that matches the close date of the Opportunity, regardless of whether the Opportunity is open or closed.
NEW QUESTION # 54
A strong pipeline requires sales and marketing alignment. Which of the following example describes a need for sales and marketing alignment?
- A. Leads are tracked in separate systems, not accessible by all
- B. Campaigns are launched without communicating the follow-up plan
- C. Leads are qualified but not routed to the right people
- D. As business matures, it becomes difficult to identify right prospects
Answer: B
NEW QUESTION # 55
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