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 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

Universal Containers' (UC) sales reps have said there are too many reports and dashboards that are unrelated to their roles which makes it hard to find what is important to them.
What should a consultant recommend that UC use to solve this issue?

A. Custom report types

B. Enhanced Folder Sharing

C. Dashboard Filters

D. Prioritize private folders

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.

Universal Containers (UC) wants to make it easier for sales reps to log their customer interactions, such as emails and events, directly from their email and calendar applications. UC wants to report on these activities in Salesforce.
Which two actions should the consultant recommend? (Choose two.)

A. Implement Inbox to sync Outlook or Gmail calendar events.

B. Sync events between Outlook or Gmail calendars and Salesforce.

C. Log emails to records in Salesforce from Outlook or Gmail.

D. Report on contact data as it exists in Outlook or Gmail.

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

At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assigned sales ops specialist and sales engineer have access to the correct Accounts. The organization-wide defaults (OWD) for Contact are set to 'Controlled by Parent'.
Which solution should the consultant recommend to meet this requirement?

A. Add the Sharing button to the page layout so sales reps can share Contacts as needed.

B. Use Apex Managed Sharing to automatically share any new Contacts.

C. Change the Contact OWD to Private and create sharing rules to grant visibility.

D. Set up Account Teams with defaults for each sales rep.

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.

Cloud Kicks wants to send a notification to sees reps when their opportunities remain open past the close date.
Which two solutions should the consultant recommend to meet the requirement?

A. Add sales reps to the Opportunity Team.

B. Enable Einstein Opportunity Insights.

C. Use Flow with a scheduled action and an email alert.

D. Instruct sales reps to follow their opportunities.

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

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

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 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.

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

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.

A consultant needs to migrate data in Sales Cloud and is considering using Data Loader.
What are two capabilities of this migration tool? (Choose two.)

A. Extract organization and configuration data

B. Prevent importing duplicate records

C. Run one-time or scheduled data loads

D. Export field history data

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.

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

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.

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

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.

Cloud Kicks needs to set sales quotas for all sales reps.
Which three solutions should the consultant consider? (Choose two.)

A. Assign Quota values by profile.

B. Use the Data Import Wizard.

C. Use Data Loader.

D. Enable Forecast Quotas from Setup.

E. Use the API.

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.

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.

Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.
Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected m Sales Cloud.
How should the consultant show sales operations what the data will look like after the change?

A. Use Tableau to geocode account addresses and display on a territory map.

B. Use Data Loader to export the accounts and make updates in Google Sheets.

C. Install the Territory Management Reporting Pack from the AppExchange.

D. Run the updated assignment rules in the Planning State and view the accounts on the territory detail page.

Management at Northern Trail Outfitters wants to see forecast numbers by all sales representatives and by multiple product groups.
Which two actions should a consultant recommend to meet these requirements? (Choose two.)

A. Build a custom forecast report showing product groups.

B. Implement Collaborative Forecasting with quota attainment.

C. Build a forecast list view by product family group.

D. Implement Collaborative Forecasting with product family.

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.

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.

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.

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

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.

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.

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 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.

The VP of Sales at Cloud Kicks wants to provide options to sales representatives for changing account or contract details for a created order.
Which two conditions should the consultant consider to meet this requirement? (Choose two.)

A. The price book associated with the order is also associated to the new account.

B. The contract associated with the order is also associated to the new account.

C. The currency associated with the order can be different from the new contract.

D. The order associated with the account should be in draft status.

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.

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

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.

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 noticed its data quality has degraded since its initial Sales Cloud implementation and is working with a consultant to develop a data management plan. The consultant suggested some best practices for creating, processing, and maintaining data.
Which two areas could be improved by using third-party data enrichment tools? (Choose two.)

A. Naming and formatting

B. Monitoring changes and updates

C. Validation rules

D. Roles and record ownership

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.

What are two considerations for enabling multiple currencies at Cloud Kicks? (Choose two.)

A. When multi-currency is enabled, changes to exchange rates update the converted amount on all records except dosed opportunities.

B. The primary currency is automatically displayed in parentheses when using multi-currency.

C. Accounts, Opportunities, Leads, Cases, and Opportunity Product Schedules support multi currency reporting.

D. The multi-currency enablement process is irreversible.

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

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' (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.

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.

What are two considerations for enabling multiple currencies at Cloud Kicks? (Choose two.)

A. Once enabled, multiple currencies cannot be disabled.

B. Reports on these objects support multiple currencies: Accounts, Opportunities, Lead, Case, and Opportunity product schedules.

C. After enablement, primary currency displays in the parenthesis and the secondary amount displays as usual.

D. Changing the exchange rate automatically updates the converted amount on all records, except the closed Opportunities.

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

Resellers for Universal Containers need access to reports in the Partner Communities to help manage their opportunities.
How should Salesforce be configured to give resellers the correct level of access to reports?

A. Create the appropriate list views and report folders, and share with all partner users.

B. Create a Chatter group that allows partners to post links to appropriate list views and reports.

C. Create the appropriate list views and report folders in the Partner Communities for all partner users.

D. Create a new tab in the Partner Communities to display the appropriate list views and report folders.