Cloud Kicks (CK) needs to comply with GDPR requirements. Personal information is limited to only users who need access to a company's Account. CK has a private Account model.
How should the consultant provide specific Account access to the renewals and sales operations teams?

A. Change the roles of renewals and sales operations team members in the default Opportunity team.

B. Create a criteria-based sharing rule to share Accounts with the sales operations and renewals public groups.

C. Create a role-based sharing rule to share all Accounts with the sales operations and renewals roles.

D. Build renewals and sales operations Account team member roles and allocate them to the appropriate users.

Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasting to all sales users.
Which two statements should a consultant consider when enabling forecasting? (Choose two.)

A. Multiple Forecast Types must be created and activated.

B. Opportunity Splits must be enabled at the same time.

C. The Forecast tab should be visible to easily view the forecasts.

D. A Single Category or Cumulative Forecast Rollup should be defined.

How is the campaign influence for opportunities impacted when a contact is associated to an opportunity in a contact role, if the influence timeframe for a campaign is 60 days?

A. All campaigns created within the last 60 days will be added to the campaign influence related list.

B. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.

C. All contacts associated with campaigns will be added to the campaign influence related list.

D. Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report.

Cloud Kicks is launching an outbound sales campaign to identify potential prospects for its new product. The marketing team has sourced a list of leads for each territory. Cloud Kicks wants to use Salesforce for these tasks:
1. Call center agents call the leads on the list.
2. Agents capture notes from the conversation.
3. Salesforce will automatically present the next lead in the list.
4. Agents should leave a voicemail if the customer is unavailable.
5. Agents call the customers back who were unavailable.
Cloud Kicks likes to have its supervisors coach the consultants based on the call transcripts.
Which Salesforce product should the consultant recommend?

A. Salesforce native CTI Connector

B. Salesforce Sales Cloud

C. Salesforce Service Cloud

D. Salesforce High Velocity Sales

Universal Containers (UC) has acquired another company that uses Salesforce and is migrating its legacy data, email alerts, and approval processes.
Which two steps should the consultant perform to maintain data integrity? (Choose two.)

A. Insert users, and then migrate email alerts and approval processes into UC’s Salesforce.org.

B. Use the Salesforce Approval Process done feature to migrate approval processes.

C. Merge the legacy Salesforce org into UC’s Salesforce org and migrate the approval processes.

D. Enable the Create Audit Fields permission to insert historically accurate records.

Cloud Kicks wants its sales operations team to place orders for United States customers in Sales Cloud. The sales ops team needs to calculate sales tax on the orders. Sales tax is a complex calculation based on tax law that may change at any time.
What should the consultant recommend to meet the requirement?

A. A spreadsheet with formulas

B. A screen flow for orders

C. An app from the AppExchange

D. A formula field on the Order object

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.)

A. Require Phone and Email fields on the Lead page layout.

B. Configure Assignment Rules to only assign Leads with Phone or Email.

C. Require Phone and Email fields on the Lead object.

D. Create a Validation Rule that requires either a Phone or Email.

Which two use cases will protect the integrity of order data with activation limitations? (Choose two.)

A. Multiple reduction orders can be created for a single order.

B. Orders can be activated only if they include a product.

C. Products can be removed from Active Reduction Orders.

D. New Products can be added to Active Orders.

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?

A. Direct selling

B. Solution selling

C. Target account selling

D. Relationship selling

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.)

A. Add a global action to sync the Quote with the Opportunity.

B. Build a Workflow rule to update the Opportunity Amount with a Grand Total Value on the Quote Record.

C. Add a Sync button to the Page Layout.

D. Add the Syncing checkbox to the Quotes related list.

E. Build a formula field on Opportunity to roll up Total Value from the Quote Record.

What are two capabilities of Data Loader? (Choose two.)

A. Extracts organization and configuration metadata

B. Runs one-time or scheduled data loads

C. Exports field history data

D. Prevents importing duplicate records

Universal Containers' sales operations team needs to provide visibility on sales pipeline changes on a monthly basis.
How should the consultant meet this requirement?

A. Create an Opportunity History report for open pipeline Opportunities in a given date range.

B. Create training on how to use date filters on reports to compare pipeline for different date ranges.

C. Create a sales pipeline dashboard that includes filters for Opportunity date ranges.

D. Create a custom pipeline date range field and display it on the Forecasting tab.

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

A. Have 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.

B. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date.

C. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.

D. Add 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.

Northern Trail Outfitters wants to link contacts with more than one account.
What solution should be recommended if a contact is an employee in one account, and on the boards of three additional accounts?

A. Enable contacts to multiple accounts feature.

B. Associate the contact to other accounts using a custom lookup field.

C. Clone the contact record and add it to the second account.

D. Add the contact to the partners related list on the second account.

Management at Universal Containers wants to identify duplicate leads in its org so marketing reps can clear them up later.
Which two approaches should a consultant recommend to prepare leads for the marketing reps? (Choose two.)

A. Give users access to duplicate record sets.

B. Create a validation rule to find duplicates.

C. Run a duplicate job with a matching rule.

D. Create a formula field on Lead for duplicates.

The VP of sales at Cloud Kicks wants to know the percentage of opportunities in a certain stage that were eventually closed won.
Which two steps should a consultant take to create a solution? (Choose two.)

A. Create a roll-up summary formula.

B. Enable Feed Tracking.

C. Update a custom field using automation.

D. Create a report and dashboard.

Cloud Kicks is a large global company. The week of global training falls on a holiday week for the European region, and they will be out of the office on holiday.
Which best practice should the Consultant recommend to overcome this obstacle?

A. Set up a training session for just the European region and run the scheduled training.

B. Talk to the manager of that region and tell them how important training is and that they should come.

C. Run the training as planned and record it so the other users can watch the video.

D. Move training for all users to the following week and communicate the change.

Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first closed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer.
Which option should the consultant recommend to meet the requirement?

A. Identify AppExchange products that can be deployed to update the ERP with opportunity, account, and contact information from Salesforce.

B. Configure Outbound message to publish the opportunity wins and update the ERP with opportunity, account, and contact information from Salesforce.

C. Implement Platform Events to publish opportunity wins to the ERP, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly.

D. Use enterprise ETL tools to extract closed/won opportunities from Salesforce and update the ERP with opportunity, account, and contact information from Salesforce.

Universal Containers (UC) deployed Sales Cloud three months ago to the North American sales teams. One of the reasons UC selected Sales Cloud is its mobile support which provides flexibility for account executives.
How should the consultant assure UC's management that Sales Cloud is being successfully adopted on mobile devices?

A. Create a custom report type to show the use of mobile devices by users in the last three months.

B. Track sales results month-over-month for the last three months to show an increase in the average order size.

C. Leverage Visualforce to show the use of mobile devices by users during the last three months.

D. Create a report to show the volume of opportunities created in the last three months compared to a year ago.

The admin at Cloud Kicks needs to understand the adoption of Salesforce Files and multi-factor authentication.
What should a consultant recommend to analyze adoption?

A. Create a report for the Login History object.

B. Review the Setup Audit Trail.

C. Run the Salesforce Optimizer.

D. Open the Lightning Usage App.

Universal Containers (UC) wants to improve its sales productivity by updating its email solution. UC wants to automatically log incoming and outgoing emails to related Salesforce records and sync user calendars to Salesforce.
Which tool should a consultant recommend to meet this requirement?

A. Lightning for Gmail/Outlook

B. An Apex Trigger

C. My Email to Salesforce

D. Einstein Activity Capture

The shipping department at Universal Containers is responsible for sending product samples as part of the sales process. When an opportunity moves to the
`sampling` stage, Universal Containers wants an automatic email sent to the shipping department listing the products on the opportunity.
How can this requirement be met using a workflow email?

A. Create it on the opportunity using a Visualforce email template.

B. Create it on the opportunity product using a Visualforce email template.

C. Create it on the opportunity product using an HTML email template.

D. Create it on the opportunity using an HTML email template.

Which two actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? (Choose two.)

A. Create scheduled dashboard to be sent weekly to all stakeholders.

B. Establish a stakeholder committee and meeting schedule.

C. Ensure the project key performance indicators are profitable.

D. Acquire the client stakeholder’s key performance indicators.

Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle.
Which solution should a consultant recommend to meet these business requirements?

A. Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.

B. Create different record types and sales processes for each line of business, and assign different stages to each page layout.

C. Create different record types and sales processes for each line of business, and assign different page layouts to each record type.

D. Create different record types and sales processes for each line of business, and assign different sales processes to each page layout.

Cloud Kicks uses Chatter to collaborate corporate-wide. Sales representatives are getting too many items showing on their feed, so it's hard to sort through to find items that are high priority or need the sales representative's immediate attention.
Which solution should the Consultant recommend?

A. Create a Chatter Feed page layout.

B. Create Chatter topics.

C. Increase Chatter Feeds bookmark limit.

D. Increase the Chatter follower limit.

E. Create Chatter Streams.

A salesperson at Northern Trail Outfitters (NTO) cannot view a contact's information from social profiles.
NTO has Social Accounts and Contacts turned on in its account.
Why is the salesperson unable to access the information?

A. Universal Containers must install an APP Exchange package to access public profile information for its users.

B. The fields configured by Universal Containers’ administrator on the contact page layout are missing.

C. The information shown is based on the sales representative’s social connection with the contact.

D. The link to the Facebook profile is NOT configured with the administrator password to access detailed information.

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

A. Add a Forecasts tab to the Sales app.

B. Add territory forecast to the hierarchy.

C. Share the forecast with any Salesforce user.

D. View the territory forecasts as a single-page summary.

The Cloud Kicks marketing team wants to view and report in Lightning or any opportunities created as a result of a Campaign.
Which two choices should a consultant recommend to meet the requirement? (Choose two.)

A. Enable Customizable Campaign Influence in Setup.

B. Add the Campaign Influence related list to the Opportunity page layouts.

C. Create a joined report between Opportunity and Campaign to show influence.

D. Use Data Loader to export Opportunity and Campaign Influence and merge the results.

Cloud Kicks (CK) maintains products and price books on an external platform due to the high frequency of pricing changes to products. CK has a B2B license. Sales managers want to monitor pipeline by sales rep and territory, report on team revenue to goal, and view order status in Salesforce.
What are two actions the consultant should take to meet the requirements? (Choose two.)

A. Import products and price books from the external platform.

B. Implement Opportunity Teams and Opportunity Splits.

C. Enable Optional Price Books for Orders.

D. Use opportunities and enable Forecasts.

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?

A. Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported.

B. Upload the leads and click the “Find Duplicates” button for each of the leads to identify potential duplicate lead records.

C. Upload the leads using Data Loader and enable the “Find Duplicates” setting to prevent duplicate records.

D. Upload the leads using the Data Import Wizard and select the appropriate field to match duplicates against existing records.

Cloud kicks marketing department is migrating from its email campaign and management  system to Salesforce. The marketing administrator wants to ensure that cloud kicks email templates are retained.
Which two Salesforce functions will allow the consultant to meet this requirement? (Choose two.)

A. Record Types

B. Opportunity Teams

C. Process Builder

D. Sales Processes

Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC Corporation account is owned by a sales user whose profile grants create, read, edit, and delete access to accounts, contacts, and opportunities.
Which two actions does the owner of the ABC Corporation account have the right to take? (Choose two.)

A. Transfer ownership of related contacts and opportunities owned by other users.

B. View, edit, and delete activities owned by other users directly related to the account.

C. Share the account with other users through manual sharing and account teams.

D. View, edit, and delete related contacts and opportunities owned by other users.

Each product engineer at Cloud Kicks supports a specific product line. There are three product lines. Sales reps sell all of the company’s product lines. Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their particular product line with Read-Only rights.
What are two actions the consultant can take to meet the requirement? (Choose two.)

A. Manually assign each product engineer based on the opportunity product line.

B. Enable Default Opportunity Teams for the opportunity.

C. Create criteria-based opportunity sharing rules for each product line.

D. Enable Default Account Teams for each product line.

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.)

A. Update the Account with number of retail locations after it has been converted.

B. Create a rollup field on the Account to calculate the number of retail locations.

C. Create custom fields on the Account and Lead objects to store the number of retail locations.

D. Map the custom field from the Lead object to the custom field on the Account object during lead conversion.

E. Map the custom field from the Lead object to the standard field on the Account object during lead conversion.

A consultant is configuring Einstein Forecasting to help the sales team predict how much they will sell by the end of a forecasting period.
Which two considerations should the consultant keep in mind to ensure that predictions are displayed? (Choose two.)

A. Predictions are based only on the standard Close Date and Amount fields.

B. Predictions are only shown when data sync in Tableau CRM is enabled.

C. Predictions are only shown when the user is in the forecasting hierarchy.

D. Predictions are only shown when at least 12 months of Opportunity data exists.

Cloud Kicks wants to integrate back-end systems with Salesforce. They track the `Shoe of the Month` product shipments to each customer and the associated tracking information is stored in a back-end tracking system.
Which set of objects are critical for this integration?

A. Custom object ג€Statusג€, Opportunity, Lead, Account, Product

B. Custom object ג€Statusג€, Opportunity line item, Product

C. Custom Lightning Component, Opportunity, Product

D. Custom Lightning Component, Opportunity, Lead, Product

E. Custom object ג€Statusג€, Opportunity, Product

At Universal Containers, in addition to the sales team, support reps are sometimes eligible for commissions. When support reps are involved in a deal, they should receive a credit of 15% of the revenue.
What should the consultant consider when designing a revenue sharing solution?

A. Revenue splits allocated on an Opportunity can total any percentage.

B. Overlay splits allocated on an Opportunity can total any percentage.

C. Revenue splits are required in order to use overlay splits.

D. Overlay splits can be assigned to any user with the appropriate profile.

Cloud Kicks has sales teams distributed across global regions. The direction from sales leadership is to define access to dashboards based on region. For example, users within the region have access to regional dashboards, while the leadership team has access to global dashboards.
What should the Consultant recommend to meet this requirement?

A. Create region-based sales groups, one leadership group, and one Dashboard folder with View access.

B. Create one Dashboard folder for all regions for both sales and the leadership team with View access.

C. Create one Dashboard folder for all regions’ sales team and one Dashboard folder for the leadership team.

D. Create Dashboard folders for each regional sales team and one Dashboard folder for the leadership team.

When an Opportunity Stage is marked as Closed Won, Cloud Kicks wants an email to be sent to a team of Executives. This email should include details about the
Opportunity along with the related Opportunity Products and the Account.
Which solution should the Consultant recommend to achieve this requirement?

A. Develop a custom Apex Trigger that uses custom email messaging.

B. Use Process Builder and HTML Email Templates.

C. Develop an Inbound Email Service.

D. Use Workflow rules and HTML Email Templates.

A sales rep notices they can edit some opportunities associated with accounts they own, but is unable to edit other opportunities, although these are associated with accounts they own.
Which three reasons could explain the sales rep's experience? (Choose three.)

A. All provisioned Opportunity object permissions enable Read access with all accounts associated with the sales rep.

B. The organization-wide defaults for opportunities are set to Private.

C. Opportunity visibility allows view access to opportunities owned by others and associated with accounts they own.

D. Some opportunities associated with the sales rep’s account are owned by other users.

E. Sharing Rules for opportunities are set to Manager Groups.

Cloud Kicks operates in multiple countries and wants to track historical exchange rates. The Consultant at CK has implemented dated exchange rates by using advanced currency management.
How is the converted currency amount on Opportunities calculated?

A. The close date regardless of the opportunity stage

B. The current exchange rate regardless of the close date

C. The close date only when the stage is closed

D. The exchange rate at the time the opportunity is closed

The sales director at Cloud Kicks wants to prevent users from viewing each other's Opportunities but wants them to check to see that the Account already exists prior to creating a new Account.
Which organization-wide default should the consultant recommend?

A. Set Account to Public Read Only and use a criteria-based sharing rule on opportunity.

B. Set Account to Public Read Only, and Opportunity to Private.

C. Set Account and Opportunity to Public Read Only.

D. Set Account and Opportunity to Private.

Cloud Kicks recently completed the implementation of a new Sales Cloud solution. The stakeholder committee believes that sales user adoption is best measured by opportunities generated by the sales representatives.
What can the Consultant recommend to measure sales user adoption?

A. Create a trend report to determine if there is an increase in deals closed.

B. Provide a report of user logins to show the increase in user adoption.

C. Refer back to the project plan to see if the goals were met.

D. Enable sales team and run an Opportunity report with teams to see how many Opportunities have team members on them.

Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company wants to see the total value of open opportunities for all accounts in the hierarchy.
Which solution should a consultant recommend to meet this requirement?

A. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.

B. Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.

C. Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy.

D. Use Apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.

Cloud Kicks (CK) recently went live with Sales Cloud. Management at CK wants to determine whether Sales Cloud is being used appropriately and whether it is being kept up to date. They want to justify the costs for future implementation phases.
What should a consultant recommend to meet the requirement?

A. Validation Rules for key Opportunity fields

B. Screen flows for new business Opportunities

C. Data Quality Analysis Dashboards from the AppExchange

D. Set Up Audit Trail for monitoring changes

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?

A. Create a Territory Hierarchy, and set allocations and assignments.

B. Create a Territory Management Model with Territory Hierarchy and with priority.

C. Create a Territory Types with priority and then create a Territory based on Territory Types.

D. Create a Territory Model with Territory Hierarchy and set allocations.

Cloud Kicks wants to utilize Opportunities to report and track subscriptions to Its Shoe of the Month club. Subscribers can make a single payment or pay weekly, monthly, or quarterly.
Which solution should the consultant recommend to meet the requirement?

A. Implement contracts with a lookup to the Opportunity object.

B. Enable schedules on the Product object.

C. Configure assets with a lookup to the Opportunity object.

D. Activate schedules on the Opportunity object.

An executive at Cloud Kicks (CK) has asked its admin to create a diagram to show the high level processes within the business. CK plans to use the diagram to show the context of a new process within the overall business as a whole.
What should the admin create to meet this requirement?

A. Value Stream Map

B. Strengths, Weaknesses, Opportunities, Threats (SWOT)

C. Suppliers, Imports, Process, Outputs, Customers (SIPOC)

D. Capability Model

A consultant is recommending Salesforce Console for Sales to Northern Trail Outfitters to improve sales productivity in inside sales.
Which two use cases support this recommendation? (Choose two.)

A. Need to chat with customers in real time with Chatter

B. Need to prioritize search results for contacts and opportunities

C. Need to view the caller ID on screen and quickly make calls with one click

D. Need to add notes quickly while talking to the client

The sales department at Cloud Kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship.
Which solution should the consultant recommend?

A. Use Contact roles on the Opportunity object.

B. Add a multi-select picklist field on the Opportunity object.

C. Use a junction object between the Opportunity and Contact.

D. Add a contact lookup field to the Opportunity.