The sales team at Cloud Kicks has roughly 100 members. The sales director has requested that newly created reports be shared with the sales team.
How should the consultant efficiently share these reports?

A. Create a Report folder, add members in a specific Queue, and share the Report folder.

B. Create a Report folder, add members to a Private Group, and share the Report folder.

C. Create a Report folder, add members in a specific Profile, and share the Report folder.

D. Create a Report folder, add members in a specific Role, and share the Report folder.

Cloud Kicks (CK) sells online subscriptions for its leading Shoe of the Month club. Customers can make a single payment or pay weekly, monthly, or quarterly. CK wants to use Opportunities to track and report on these subscription deals.
What should a consultant recommend to meet this requirement?

A. Enable schedules on the Product object.

B. Enable schedules on the Contract object.

C. Enable schedules on the Orders object.

D. Enable schedules on the Opportunity object.

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

A. Enable Email Import and use the Import Wizard.

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

C. Import email templates with the Data Loader.

D. Create an email template change set or use the Lightning Platform.

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.

Which two considerations should be made when deploying dynamic dashboards? (Choose two.)

A. Dynamic dashboards must be manually refreshed.

B. Dynamic dashboards allow all users to view data as any user.

C. Dynamic dashboards must be saved m public or shared folders.

D. Dynamic dashboards require users to follow each component.

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.

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

The Cloud Kicks website Contact Us form creates Leads that need to be followed-up in a timely manner by sales representatives. The VP of Sales wants to be notified when the Lead creation date has passed 24 hours and the Lead status is still new. Sales representatives want a list of Leads to follow up.
Which two actions should the consultant take to meet the requirements? (Choose two.)

A. Use Process Builder to send a time-based notification email.

B. Create a Lead escalation rule with criteria “Lead created date NOT equal to TODAY” and “Status equals new.”

C. Create a dynamic report for sales representatives to subscribe to.

D. Create a Lead list view filtered for “Lead created date NOT equal to TODAY” and “Status equals new.”

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

Universal Containers has four product lines, each with its unique sales cycle. Once the prospect is qualified, the sales reps should follow the product-specific sales cycle.
Which two actions should a consultant recommend to meet these requirements? (Choose two.)

A. Use Process Builder to create product-specific sales processes.

B. Define Opportunity Teams for each product line.

C. Create Opportunity record types for each product line.

D. Implement sales processes that 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

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.

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.

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.

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 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.

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 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 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.

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.

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 has organization-wide defaults set to Private for Account.
With the rollout of Opportunity Teams, what should a consultant consider?

A. The Opportunity will be implicitly Write for the team.

B. Opportunity should be set to Public Read/Write first.

C. The Opportunity’s Account will be implicitly Read for the team.

D. Account should be set to Public Read first.

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.

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 (CK) uses a sales model where pre-defined groups of reps work collaboratively on Accounts. Each group is also responsible for specific Accounts. CK has organization-wide default access set to Public Read/Write for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope of responsibility. CK wants to allow reps to view any Account, but restrict editing to only reps who are responsible for those specific Accounts.
Which two steps should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits? (Choose two.)

A. Change Account organization-wide defaults to Private.

B. Change Account organization-wide defaults to Public/Read-Only.

C. Enable Account Teams to allow owners to grant Read/Write access.

D. Create an Account sharing rule to grant Read/Write access to all Accounts.

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.

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

Sales management at Universal Containers wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers.
Which two solutions should a consultant recommend to help product managers engage in sales deals? (Choose two.)

A. Use Process Builder to create a chatter post.

B. Use an assignment rule to notify product managers when opportunities are updated.

C. Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals.

D. Create a Chatter group to share product information with the sales team, product managers, and customers.

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 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.

Cloud Kicks has a large remote sales department working in many different locations. Management wants greater visibility into the opportunities in progress with their respective teams. They also want to receive email alerts when opportunities reach key metrics (e.g., stage progression) or a high probability. However, they want to control the frequency of their email alerts.
Which solution should a consultant recommend?

A. Configure Outlook Integration email settings to control alert frequency.

B. Define a workflow rule and email task that is triggered when the stage is updated to new values.

C. Create a report filtering for the desired criteria, and allow managers to subscribe to the report.

D. Subscribe to Chatter Feed Tracking to receive updates for the key metrics.

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 Sales Director at Cloud Kicks mandated that implementing logic and automation to qualify top leads is priority. Cloud Kicks fully leverages Sales Cloud and has significant data points captured on converted Leads and closed won Opportunities for the past four years.
Which two actions can the Consultant first take to ensure a best practices implementation? (Choose two.)

A. Review converted Lead data with Sales and Marketing leaders to understand the interaction patterns that led to conversion.

B. Begin with the recommended base Lead Score of 100. After a predetermined amount of time, evaluate the results and adjust the Score accordingly.

C. Begin with the recommended base Lead Grade of B-. After a predetermined amount of time, evaluate the results and adjust the Grade accordingly.

D. Work with subject matter experts to define the key attributes of the ideal customer for Cloud Kicks’ products.

E. Configure a qualification screen-based flow to assist Sales Reps in quickly determining which Leads are high priority.

The enterprise architect for Cloud Kicks wants to understand how objects in Sales Cloud are connected to one another.
Which two approaches should a consultant use to help the architect? (Choose two.)

A. Review the Object Manager tab in Setup with the customer.

B. Obtain an export of object data from the current system.

C. Explain the types of object relationships in Salesforce.

D. Use Schema Builder to show a visual of related objects.

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.

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.

The sales manager at Cloud Kicks has proposed that the consultant hold one large discovery meeting with 250 employees who use Salesforce currently to gain information to improve adoption.
What are the three efficient approaches the consultant could recommend to the sales manager? (Choose three.)

A. Send a survey to all employees asking for a list of desired charges.

B. Ask all employees to email their ideas and feedback to the consultant.

C. Ask management to select which employees should participate in sessions.

D. Arrange multiple sessions with small groups of employees.

E. Meet with a large group of employees to listen to then feedback.

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.

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.

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.

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

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.

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.

A consultant is meeting with a new client for the first time to design a rollout strategy for its Sales Cloud implementation.
What should the consultant do during the planning phase to ensure a successful implementation?

A. Design a prototype of the suggested solution.

B. Identify which Salesforce features to use.

C. Define goals, metrics, and sales processes.

D. Build and test the new functionality.

The sales management team of Universal Containers has noticed that opportunities are taking longer to close.
Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days.
Which two reporting tools can the sales management team leverage to help determine the cause? (Choose two.)

A. Dashboard of month-over-month trend of lead conversions

B. Report on campaign return on investment (ROI)

C. Report on the discount approval time for quotes

D. Dashboard of opportunity stage duration

Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly installments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast easily.
What should the consultant recommend to meet the requirement?

A. Create a Process Builder to create an Order for each installment payment.

B. Use Revenue Schedules to capture installment payment plan details for each Product.

C. Add a custom field to the Quotes object to capture the number of installments.

D. Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales.

The Universal Containers management team wants to help sales reps determine the right time to contact prospects.
What should the consultant recommend to meet the requirement?

A. Implement Sales Dialer and begin cold calling leads to request availability.

B. Configure Einstein Lead Scoring to determine the best time to make contact.

C. Enable Email Tracking with reporting and activity timeline.

D. Create a formula field to determine the prospects time zone.

Management at Northern Trail Outfitters wants to make sure their sales representatives are recording important email communication with customers while they are away from their offices. The sales representatives use various email applications.
Which solution should be recommended?

A. Download and install a Salesforce universal connector for their smartphones and computers.

B. Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.

C. Forward emails using their Email-to-Salesforce email address from their smartphones and computers.

D. Download and install the Salesforce for Outlook connector on their smartphones and computers.