Access to opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.
What are two actions a consultant can take to meet the requirement? (Choose two.)

A. Set organization-wide defaults for opportunities to Public Read-Only.

B. Set opportunity access on the role to View All opportunities associated with their accounts.

C. Set Territory Management to grant Read access to opportunities owned by others.

D. Set organization-wide defaults for opportunities to Private.

Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.
Which two recommendations should the consultant make? (Choose two.)

A. Assign a Forecast-Manager to each region.

B. Include the Forecast Manager field on the Account page layout.

C. Ensure the Forecast Manager user is forecast-enabled.

D. Assign a role for each manager in the user role hierarchy.

Northern Trail Outfitters uses a third-party application for credit ratings. An external web-based credit application has to be launched from a customer's account record in Salesforce. The application uses a credit ID on the account object.
What should be created to meet this requirement?

A. A workflow rule to launch the product fulfillment application and pass the credit ID

B. A custom button that calls an Apex trigger to launch the credit application and pass the credit ID

C. A custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID

D. A formula field that uses the hyperlink function to launch the credit application and pass the credit ID

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

Northern Trail Outfitters has Advanced Currency Management enabled and needs reports that span time periods when the exchange rate was different.
What is the converted amount based on in this scenario?

A. On exchange rates that use the oldest entry

B. On the exchange rates entered in the opportunity

C. On exchange rates that use the most current entry

D. On the historical exchange rate associated with the close date

Universal Containers uses a custom object named `Analysis`, which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones.
What should a consultant recommend to meet this requirement?

A. Create a custom object tab.

B. Create an Action.

C. Create a Visualforce page.

D. Create a related list button.

Cloud Kicks has 300,000 account records and 16 million invoices in a custom object with a master-detail relationship to the Account. Each account record takes a long time to display due to the rendering time of the invoice related list.
What should the consultant do to solve this issue?

A. Move the invoice related list to a separate tab on the Lightning page.

B. Convert the Invoice object into a lookup relationship.

C. Enable indexing on all visible fields on the invoice related list.

D. Enable Dynamic Related List for the invoice related list.

Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted.
How can these requirements be met?

A. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull the value from the Contact object.

B. Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object.

C. Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two fields for conversion. Use a trigger to update the Contact field with the Account value.

D. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull the value from the Account object.

Cloud Kicks has a custom object, Projects, that has a Lookup relationship to the Opportunity object.
How can the Consultant build a report that contains data from both the Project and Opportunity objects?

A. Dashboards

B. Matrix Reports

C. Custom Report Types

D. Cross-object Filters

Cloud Kicks is currently going through a fast-paced growth of its sales department. The Sales Director notices that new sales executives are investing time connecting with existing contacts who are not influential in furthering the business relationship.
Which two potential solutions can the Consultant recommend? (Choose two.)

A. Implement the Account Contact Role feature.

B. Add an Influencing Contact multi-select picklist field on the Account.

C. Add a Lookup field to Contacts to indicate Influential Contacts.

D. Track time invested in a custom field for each contact.

Cloud Kicks has 300K Account records and 16M Invoices. These were within a custom object in a master-detail relationship with the Account. Each Account record takes a long time to display because of the Invoice related list's lengthy rendering time.
What should the Consultant do to solve this issue?

A. Enable indexing on all the fields visible on the related list of Invoices, as this will allow the related list to load faster.

B. Enable ג€Load Individual Component Separatelyג€ at the Lightning record page of the Account object, as this will allow Account details to render while Invoice related list data will be visible after querying details from Invoices.

C. Enable ג€Separate Loading of Related Listsג€ setting from User Interface Settings, as this will allow the Account detail to render while Invoice related list data will be visible after querying details from Invoices.

D. Raise a case with Salesforce to enable Fast Loading of the related list of Invoices, as this will help to render Account details faster.

Universal Containers is migrating data from a legacy system into Salesforce.
Which two considerations should a consultant take into account when importing Campaign Members? (Choose two.)

A. Leads, Contacts, and Business Accounts can be Campaign Members.

B. The Campaign ID is required in the import file.

C. The Marketing User feature license must be assigned.

D. The Status of the Campaign Member is optional.

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.

Sales representatives at Northern Trail Outfitters are creating opportunities after they are closed/won. Sales management is concerned that pipeline and forecasting reports are inaccurate because of this.
Which two solutions should resolve this issue? (Choose two.)

A. Create a report that displays opportunities that have a closed date less than or equal to the created date.

B. Create a workflow rule that automatically updates the opportunity to the first stage in the sales process.

C. Use a workflow rule to email sales management when the opportunity is created in the closed/won stage.

D. Run the opportunity pipeline standard report to view the upcoming opportunities by stage.

A consultant is beginning a new project with Cloud Kicks to implement Collaborative Forecasting.
What should the consultant use to gather requirements using an Agile methodology?

A. Role hierarchy

B. Forecast hierarchy

C. User stories

D. Linear process

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?

A. Create a new forecast and include the new sales stage.

B. Use forecast adjustments to correct the forecast.

C. Edit the Forecast Category field to reflect the proper category for the new stage.

D. Create a report to track Opportunities in the Negotiation stage.

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

Northern Trail Outfitters (NTO) has over 20,000 Accounts and 75,000 Contacts. NTO wants to ensure the customer data is accurate and that the customers are still currently at their respective companies.
How can this be confirmed?

A. Use a data enrichment tool to verify account and contact data is up-to-date.

B. Create a workflow rule to mass email the contacts and capture any email bounces.

C. Create a workflow rule for the account and contact owner to confirm contact data.

D. Use a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts.

Sales operations managers are reporting a higher number of Activities than is accurate for their teams. When viewing reports, managers see Activities related to Opportunities and Accounts only for their team. However, Activity records related to Campaigns appear in all of the reports, regardless of which sales team should get credit for them. Enterprise Territory Management and role hierarchies are used.
Why are Campaign Activities for all teams visible in reports viewed by sales operations managers?

A. The sales operations managers are given Read access to the Campaign object in their profile.

B. Apex managed sharing is used to control the visibility of Activities related to Accounts.

C. The Organization-Wide Default for Accounts is set to Private.

D. The Organization-Wide Default for Campaigns is set to Public Read-Only.

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.

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.

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.

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

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.

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 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 has configured Einstein Activity Capture (EAC) for email and is waiting to deploy it. In the meantime, a consultant is preparing training to help end users get up to speed on the product.
Which two points should the consultant include in the training information? (Choose two.)

A. Users can share individual emails or make them private.

B. Users must connect an email account to Salesforce and agree to terms before they can send emails in Lightning.

C. Users can choose to show emails added via EAC in the Related Lists activities view.

D. Users can set their Excluded Addresses list which takes priority over the global Excluded Addresses list.

Users at Cloud Kicks (CK) say the global search is returning too many results when searching for contacts. CK’s admin confirmed that users have the correct permissions and record access for the contacts they want to see.
What should a consultant recommend to yield better search results?

A. Use quotation marks operator around contact’s first and last name.

B. Add company name next to contact’s full name in the search window.

C. Add LIKE keyword next to contact s full name in the search window.

D. Use parentheses operator to limit search to the Contacts object.

Cloud Kicks needs to implement a group of Campaigns that are related to a specific marketing initiative to report on success.
What should a consultant recommend to meet the requirement?

A. Use the existing Parent Campaign field.

B. Create a custom Campaign Group object.

C. Use a Marketing dashboard from the AppExchange.

D. Create a custom Campaign Purpose field.

Sales reps at Universal Containers have found that Leads they have been pursuing contain outdated and missing contact information.
What should a consultant recommend to obtain current Lead contact information?

A. Upload Marketing Cloud data on a daily basis for more complete information.

B. Use a company insights and data enrichment app from the AppExchange.

C. Create a Web-to-Lead form with required fields.

D. Use Mass Delete to remove Leads with invalid data.

Cloud Kicks has 12 stages in its sales process. The probability of winning the sale must be indicated. The sales manager uses sales stages and probability for forecasting. The sales manager wants a condensed summary of the forecasts without affecting the sales team.
Which approach should a consultant recommend to streamline forecast reporting?

A. Create a custom object to be used in forecast reporting.

B. Align opportunity stages with probability and use collaborative forecasts for reporting.

C. Reduce the number of opportunity stages and report on probability.

D. Align forecast categories to multiple opportunity stages and report on forecast category.

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.

Northern Trail Outfitters allows its sales representatives to negotiate up to a 10% discount for their opportunities. Discounts greater than 10% must be sent to their
Regional Sales Manager (RSM) for approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval.
Which approach would satisfy these requirements?

A. Configure an approval process for the RSM and a workflow rule for the RVP.

B. Configure a workflow approval task and email to notify the RSM and RVP.

C. Create a two-step approval process for the RSM and RVP as approvers.

D. Create two approval processes, one for the RSM and one for the RVP.

The VP of Sales at Cloud Kicks wants to automate the process of reassigning Accounts when an Account owner gets transferred to a different team or region. The
VP wants reassignment to be based on the Account status and confirmation that the new Account owner is informed of their new Account inheritance.
Which two strategies can the Consultant use to design the solution? (Choose two.)

A. Use Flow Builder for capturing Account details, design an element to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

B. Use Process Builder for capturing Account details, design workflow rules to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

C. Use Process Builder for capturing Account details, design nodes to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

D. Use Flow Builder for capturing Account details, define Account assignment rules to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

E. Use Process Builder for capturing Account details, define Account assignment rules to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

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.

The Sales Manager at Cloud Kicks has asked an analyst to create a report when Opportunities reach a certain stage with an amount equal to $100,000 dollars.
The analyst saves the report to the sales team's subfolder called Big Deals. The Big Deals folder is a subfolder of the sales team folder, with View access to the
Sales Manager roles. The Sales Manager wants to subscribe to the report.
Which permission does the Sales Manager need in order to subscribe to the report created by the analyst?

A. Subscribe to Reports permission

B. Subscribe to Reports: Run Reports permission

C. Chatter Subscribe to Reports permission

D. Subscribe to Reports: Set Running User permission

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.

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

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.

Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a dedicated sales engineer.
The sales engineer will need access to their assigned sales representatives' accounts and opportunities.
What should a consultant recommend to meet this requirement?

A. Create criteria-based sharing rules to share the accounts and opportunities with sales engineers.

B. Enable account teams and have each sales representative configure their default teams.

C. Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers.

D. Create a trigger to add the sales engineers to their sales representatives’ account and opportunity teams.

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.

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) is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points.
Which three approaches should a consultant use to team about and empathize with the customer? (Choose three.)

A. Interviewing

B. Embodying

C. Shadowing

D. Role Playing

E. Leading Workshops

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.

Universal Containers is planning to implement Salesforce Sales Cloud to support its professional services division. The Universal Containers sales team wants to easily see customer purchasing activity on account, contact, and contract detail pages.
What should a consultant recommend to meet this requirement?

A. Enable Salesforce Console for Sales to see customer purchasing activity.

B. Create a custom object related to the account, contact, and contract objects.

C. Enable the Orders object in Salesforce to track customer purchases.

D. Create a global publisher action to view all customer purchasing activity.

Cloud Kicks is undergoing a GDPR-focused implementation to ensure access to personal information data is limited to only users who need access to a company's account. Cloud Kicks has a private Account model.
How should the Consultant provide specific Account access to the Renewals and Sales Operations teams?

A. Create a role-based sharing rule to share all Accounts with the Sales Operations and Renewals roles.

B. Create a criteria-based sharing rule to share Accounts with the Sales Operations and Renewals public groups.

C. Add Renewals and Sales Operations team members to a sales user’s default Opportunity team.

D. Create Renewals and Sales Operations Account team member roles and have Sales allocate Account team members to the appropriate users.

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.

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

A. Build a joined report with closed opportunities, forecasting items, and quotas.

B. Create an analytic snapshot to capture the opportunity forecast.

C. Customize quotas with product report, and add necessary fields.

D. Build a custom report type with forecasting quotas and forecasting items.

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

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.