Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month club. Regional sales managers (RSMs) must approve discounts greater than 5%. Regional vice presidents (RVPs) also must approve discounts greater than 10%.
Which two steps should a consultant recommend to satisfy these requirements? (Choose two.)

A. Use How to automatically submit approvals over a 5% discount.

B. Use Flow to send an approval Task and email to the RSM and RVP.

C. Create two Approval Processes, one with the RSM and one with the RVP.

D. Create a two-step Approval Process with the RSM and RVP as approvers.

Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deals.
Which report should the consultant create to meet the requirement?

A. Closed Won Opportunities with Recommendations

B. Closed Won Opportunities with Activities

C. Closed Won Opportunities by the sales team

D. Closed Won Opportunities by Account

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.

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 (CK) plans to implement Advanced Currency Management for its Salesforce implementation. CK has Roll-up Summary fields on the Account and Opportunity.
What should CK consider when enabling Advanced Currency Management in its Salesforce org?

A. Opportunity Roll-up summary fields will update from the opportunity Line item object.

B. Account Roll-up Summary fields will update from the Opportunity object.

C. Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports.

D. Account cross-object formulas always use the dynamic conversion rate for currency conversion.

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.)

A. Use Process Builder with an Action Type of Follow Chatter when a record is created or edited.

B. Turn on the Chatter feed settings that enable users to automatically follow records that they create.

C. Create a report with newly created Opportunities and have sales management subscribe to the report.

D. Turn on the Chatter feed settings that enable stage notifications to opportunity owners.

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

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 (NTO) is hiring additional sales representatives due to rapid sales growth. The NTO sales management team wants to develop more structure around sales territory.
Which two data points should be considered? (Choose two.)

A. Number of currencies needed to support each sales territory

B. Attributes needed to segment and categorize customers

C. Distance between customer headquarters and their sales representatives

D. Average number of customers managed by a sales representative

Delivery wants to get notifications when machines that fold the boxes are malfunctioning so they can communicate to subscribers when the shipment may be delayed.
What should the consultant recommend?

A. Salesforce-to-Salesforce

B. Workflow rules with email alerts

C. Salesforce Connect

D. Platform Events

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 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.

The Cloud Kicks CEO needs to run reports from the sales team's reports folder. The CEO's assistant needs to control access to the reports. Sales managers need to change the reports when necessary.
How should the consultant meet the requirement?

A. Set the CEO access level to View, the CEO’s assistant to Manage, and the sales manager to Edit on the folder.

B. Set the CEO access level to View All, the CEO’s assistant to Modify All, and the sales manager public group to Create.

C. Enable Manage Reports in Public Folders and give access to the CEO and their subordinates.

D. Enable Manage access for the CEO role and subordinates, and Manage access for the CEO’s assistant profile.

Cloud Kicks sales reps want to see all of their current opportunities, and the full details, with a minimal amount of navigation or clicks to cycle through them.
Which functionality should the consultant recommend?

A. Create a ‘My Opportunities’ report and open each opportunity in a new browser tab.

B. Create a ‘My Team Opportunities’ report and open each opportunity in a new browser tab.

C. Construct a new Sales Console app including opportunities.

D. From the ‘My Opportunities’ list view, select the Split View option.

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.

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.

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.

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.
Which two actions can Sales Rep A allow Sales Rep B to do when Account Teams are enabled and used for this account? (Choose two.)

A. Grant Read access on the accounts cases.

B. View one of the opportunities on the account.

C. View the account and keep activities private.

D. Edit all opportunities on the account.

Universal Containers is preparing for the launch of its new Sales Cloud implementation to a global user base. With previous sales automation applications, the company had slow adoption of the new solution.
Which three Sales Cloud deployment factors should be considered to help ensure adoption? (Choose three.)

A. Maintenance release schedule

B. Management communications

C. Sales rep quota targets

D. Type of training delivered

E. Training in local language

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.

A sales representative at Northern Trail Outfitters needs to securely send confidential product roadmap information to a premier customer.
Which two steps should be taken to send this information using content delivery? (Choose two.)

A. Require the customer to enter a security token to download the content.

B. Remove access to the content after a specified date.

C. Require the recipient to log into Salesforce to access the content.

D. Require the customer to enter a password to view the content.

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.)

A. Rep A can let rep B edit all Opportunities on the Account.

B. Rep A can let rep B view the Account but keep private Contacts.

C. Rep A can let rep B view one of the Opportunities on the Account.

D. Rep A can let rep B view the Account but keep private Activities.

Northern Trail Outfitters (NTO) wants to share revenue from opportunities with multiple reps. A consultant recommends using opportunity splits.
Which two prerequisites should be considered before splits are enabled? (Choose two.)

A. Add customized split types before enabling splits.

B. Transfer opportunities owned by inactive users to active users.

C. Enable opportunity teams and add the opportunity owner as a team member.

D. Resolve any inactive currencies prior to enabling splits.

The Cloud Kicks global sales teams are distributed across regions. Sales leadership wants to give access to dashboards based on region. For example, users within the region should have access to regional dashboards, while the leadership team should have access to global dashboards.
What should the consultant recommend to meet this requirement?

A. Create one Dashboard folder for all regions for sales and leadership teams with View access.

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

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

D. Create one Dashboard folder for all regional sales teams and one Dashboard folder for the leadership team.

The project is almost finished, and now it’s time to test the changes and updates that have been made before go-live. A Partial or Full Sandbox is unavailable.
How should the consultant recommend testing be conducted?

A. Create test Accounts and Opportunities in Production and ask volunteers to test it with use cases.

B. Create a new Developer Edition org, populate it with data, and ask volunteers to test it with use cases.

C. Create a new Sandbox and ask volunteers to test it with use cases.

D. Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases.

Cloud Kicks has a lengthy and complex sales cycle. Opportunities have twelve stages that sales reps must move a deal through, as well as indicate the probability of winning the sale. The sales manager presently uses sales stages and probability for forecasting and wants to simplify the process of reporting on projected sales for the sales team.
Which approach should a Consultant recommend to streamline forecast reporting?

A. Align Opportunity stages with probability and use collaborative forecasts for reporting.

B. Reduce the number of Opportunity stages and report on forecast category.

C. Align forecast categories to multiple Opportunity stages and report on forecast category.

D. Reduce the number of Opportunity stages and report on probability.

Northern Trail Outfitters (NTO) uses channel partners for selling and servicing its products. As volume of leads has increased, NTO has noticed a decrease in satisfaction from partners on the quality of leads and a noticeable decrease in the lead conversion rate.
What should the consultant suggest in order to increase partner satisfaction with the leads being shared?

A. Use the lead score on the Find Duplicates button and assign the leads with a score in the high category.

B. Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners.

C. Create multiple validation rules to ensure that all fields on the lead record are populated with data.

D. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners.

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.

Cloud Kicks wants to enable representatives to view the individual team member's split percentage, where the split percentage is less than 100% of the revenue amount.
Which attribution method should the consultant recommend?

A. Opportunity Revenue Split

B. Opportunity Overlay Split

C. Opportunity Currency field

D. Opportunity Percent field

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.

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.

Universal Containers has a customer base that includes both individual consumers and businesses. The company has implemented Person Accounts in
Salesforce and has a custom object for `Policies` that needs to relate to both Person Accounts and business accounts.
What is the minimum configuration on the policy custom object needed to meet this requirement?

A. Create a contact lookup field and an account lookup field.

B. Create a master-detail contact relationship.

C. Create a master-detail account relationship.

D. Create a custom contact lookup field.

The executive sponsor at Northern Trail Outfitters wants Salesforce users to know when other users are out of office leveraging Chatter functionality.
What should the consultant recommend?

A. Create an Out of Office group and add users to it.

B. Implement an email integration to post automatic Chatter notifications.

C. Create a form in Flow Builder to post Chatter notifications on records.

D. Enable Set Out of Office Messages on the user profile.

Cloud Kicks' (CK) marketing department is migrating from its email campaign and management system to Salesforce. The marketing admin wants to ensure that CK’s email templates are retained.
Which two solutions should a consultant recommend for a successful migration? (Choose two.)

A. Create and deploy an email template change set.

B. Manually recreate the email and mail merge templates in Salesforce.

C. Enable Email Import and use the Import Wizard.

D. Import email templates with the Data Loader.

A lead sharing rule has been defined so that leads owned by the record owner are shared with the public group called `Sales team.`
Who will have access to these records, assuming that a private sharing model is in place on these objects and there are no sharing rules defined for those objects, when the lead is converted to an account, contact, and opportunity?

A. The record owner, all members of the public group, a public group called ג€Sales team,ג€ and anyone above any group member in the role hierarchy will be able to access the three records.

B. The record owner, all members of the public group, and a group called ג€Sales teamג€ will be able to access the three records.

C. The record owner will be the only person who is able to access the account, contact, and opportunity records.

D. The record owner and anyone above the record owner in the role hierarchy will be able to access the three records.

During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new system, which is impacting adoption.
How should the consultant avoid this issue in the future?

A. Conduct a Beta review during the Validate phase.

B. Design a solution during the Build phase.

C. Develop test scripts during the Plan phase.

D. Gain buy-in during the Analyze phase.

Cloud Kicks requires sales associates to record all activities within Salesforce.
Which sales metric can be derived from these activities?

A. Close Rate

B. Marketing Influence

C. Forecast Accuracy

D. Rate of Contact

Cloud Kicks wants to allow a single view of Contacts that belong to the same Account Hierarchy chain.
How should the Consultant meet this requirement?

A. Navigate to the default Contact Hierarchy Lightning Component on the parent Account.

B. Enable the View All Child Contacts feature.

C. Navigate to the Account Hierarchy page to view all related Contacts.

D. Create a report to display all related Contacts.

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.

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

Universal Containers sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant product's sales process.
Which two solutions should a consultant recommend to meet these requirements? (Choose two.)

A. Create sales stages that align with opportunity record types.

B. Define the default opportunity teams for each opportunity record type.

C. Configure opportunity record types for each sales process.

D. Define sales processes to map to each opportunity record type.

Universal Containers is planning to migrate two million account records and 10 million contact records from its existing legacy CRM application to Sales Cloud.
Which solution should the consultant recommend?

A. Data Loader

B. Third-party tool

C. Data Import Wizard

D. Batch Apex

Cloud Kicks wants sales representatives to be able to share key documents directly with customers who are not Community users.
Which Salesforce feature satisfies this requirement?

A. CRM Content

B. Chatter links

C. Documents

D. Attachments

The Universal Containers sales team wants to easily show Account relationships to its sales reps and report on these relationships.
Which two considerations should the consultant take into account? (Choose two.)

A. Account Hierarchy displays only the Accounts users have Read permission to view.

B. Accounts can be organized into different divisions based on specific criteria.

C. Account relationships are visible from Person Account records.

D. A Person Account can be either a parent or child in the Account Hierarchy.

Northern Trail Outfitters (NTO) wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team. NTO currently has a private sharing model.
How should the documents be shared efficiently and securely?

A. Emailed to the sales team on the opportunity record

B. Uploaded to a library that is shared with the field sales organization

C. Uploaded to Salesforce Files and shared with the field sales organization

D. Uploaded to Salesforce Files from the opportunity record

Cloud Kicks (CK) recently finished a redeployment of its Lightning pages. CK users report that Lightning pages are loading slowly. CK management wants to consider the impact this has on adoption.
Which two tools should the consultant recommend that CK use to evaluate Lightning pages? (Choose two.)

A. Performance Analysis for App Builder

B. Guidance for App Builder

C. Real-Time Event Monitoring

D. Lightning Usage App

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.)

A. Mandate that all Lead data must be reviewed prior to being created in Salesforce.

B. Review Lead conversion mapping to ensure necessary fields are mapped correctly.

C. Create a validation rule to check that necessary information is complete upon Lead conversion.

D. Implement a trigger that warns the user of incomplete information during Lead conversion.

E. Update web-to-lead forms to require input fields be completed prior to submission.

F. Schedule a report that notifies Lead owners daily of Leads with incomplete information.

Universal Containers wants to implement a website for a new product launch. The site should be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team.
Which solution should the consultant recommend?

A. Customer Community

B. Lightning Platform

C. Lightning Components

D. Salesforce Mobile Sites

The sales director at Cloud Kicks does not want users viewing each other's Opportunities, but wants users to check to see that the Account does not already exist prior to creating a new Account.
Which Organization-Wide Default should the Consultant recommend?

A. Set Account to Public Read Only, and Opportunity to Public Read Only.

B. Set Account to Public Read/Write, and Opportunity to Private.

C. Set Account and Opportunity to Private.

D. Set Account to Public Read Only, and Opportunity to Controlled by Parent.

A Sales Rep at Cloud Kicks has a requirement to have access to all child Accounts of the Accounts they own. The Organization-wide Default setting for Account is private.
What happens if a user has access to a parent Account?

A. Access to child Account will need to be manually added.

B. The user will have access to child Account records.

C. Access can be granted by setting up a sharing rule via Account Hierarchy.

D. The user will have access to all Accounts if ג€Grant Access using Hierarchiesג€ is enabled.