Sometimes, sales reps need to create contacts without accounts based on business process.

(SU21)

What should the consultant take into consideration about these contacts?

A. Contacts without accounts need to be manually shared

B. Contacts without accounts need to be shared through sharing rules
C. Contacts without accounts are private and only the owner and admin can view them.
D. Contacts without accounts are shared through the Role hierarchy

1. The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or
contact details for a created order. (SU21)

Which two conditions should the consultant consider to meet this requirement?

A. The contract associated with the order is associated with the new account.
B. The currency associated with the order can be different from the new contract.
C. The order associated with the account should be in draft status.
D. The price book associated with the order is associated with the new account.

2. Universal Containers compensates its sales team ased on their achievement of the company’s sales
revenue goals. The sales ops team needs to track the sales rep performance against their goals.

How should the consultant meet this requirement?

A. Construct Opportunity Reports with custom formulas to show attainment.

B. Build automation to aggregate and report on revenue attainment from the User object.
C. Configure custom objects and use automation to calculate and store attainment.
D. Configure sales quotas and compare quota attainment on the forecast

3. A consultant has completed the Build and Validated phases of a Sales Cloud implementation at
Cloud Kicks.

Which step should the consultant complete next?

A. Upgrade to the latest Salesforce Release.

B. Sign off on the statement of work.
C. Deliver training.
D. Complete a post-mortem

4. 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 3 answers.

A. Arrange multiple sessions with small groups of employees.

B. Send a survey to all employees asking for a list of desired changes.
C. Ask management to select which employees should participate in sessions
D. Ask all employees to email their ideas and feedback to the consultant.
E. Meet with a large group of employees to listen to their feedback.

5. 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 answers

A. Set opportunity access on the role to View All opportunities associated with their accounts
B. Set organization-wide defaults for opportunities to Private.
C. Set Territory Management to grant Read access to opportunities owned by others.
D. Set organization-wide defaults for opportunities to Public Read-Only.

6. The Asia Pacific and Japanese sales teams from Cloud Kicks have requested separate report folders
for each region. The VP of sales needs access to both report folders in one place to find reports for
all of the regions, and wants to retain visibility of the reports in each folder.

What should the consultant recommend to meet the requirement?

A. Create all new regional folders and move the reports to the respective region folder with
viewer access.
B. Create all new regional folders and move the reports to the respective region folder with
subscribe access.
C. Create grouped folders, keeping on top region folder sharing settings and limiting the sharing
settings for the grouped folders.
D. Create subfolders and give access to the root folder, keeping to the top region folder sharing
settings.

7. Universal containers wants to minimize the need for sales reps to manually create meetings and
events that are stored on their calendars.

Which two Einsten Activity Capture (EAC) capabilities should the consultant consider?

Choose 2 answers

A. EAC is a two-way sync for events and contacts

B. EAC events are unable to be synched with contact and leads.
C. EAC adds events to the activity timeline for custom objects.
D. EAC supports emails, events and contacts
8. Universal containers has implemented Salesforce for all of its sales associates. All sales associates
are required to select the win or loss status on every closed Opportunity. Managers like to measure
the win ratio for all the sales associates.

How should a consultant meet this requirement?

A. Build a custom report on Opportunity with custom summary formulas to show win/loss ratio.
B. Create a custom formula field on Opportunity to capture the win ratio for Opportunities.
C. Ensure that all managers have access to the standard Win/Loss report.
D. Build a custom Lightning component to show the win ratio based on won Opportunities.

9. The sales manager at a company has noticed that sales teams are having trouble understanding
who should own an Opportunity. Sales teams base their sales Opportunity on assignments to
specific ZIP codes.

Which solution should the consultant recommend?

A. Sharing rules
B. Territory management
C. Account Teams
D. Sales Cloud Einstein

10. 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?

A. Enable Feed Tracking

B. Create a roll-up summary formula
C. Updated a custom field using automation
D. Create a report and dashboard.

11. Cloud Kicks has just deployed all of its configurations. The admin wants to build a separate process
but uses most of the objects that were deployed.

What is the best practice a consultant should recommend to the admin?

A. Build in a test release environment and test changes in Production.

B. Build in a Developer Sandbox and test changes in Production.
C. Build in a Developer Sandbox and test changes in a release environment.
D. Build in a test release environment and test changes in a test release environment.

12. 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
no 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 in 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. Install the Territory Management Reporting Pack from the AppExchange.
C. Run the updated assignment rules in Planning State and view the accounts on the territory detail
page.
D. Use Data Loader to export the accounts and make updates in Google Sheets.

13. 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 the issue?

A. Enable Collapsible Sections of the invoice related list.

B. Move the invoice related list to a separate tab on the Lightning page.
C. Convert the Invoice object into a lookup relationship.
D. Enable indexing on all visible fields on the invoice related list.

14. Sales reps at Cloud Kicks are spending too much time coordinating meetings with prospective
clients.

Which solution should a consultant recommend to schedule meetings more efficiently?

A. Share the sales reps’ calendar with clients

B. Utilize the Insert Availability feature in Salesforce Inbox
C. Ask clients to share their Outlook calendars
D. Create a site that clients can access to schedule meetings.

15. The Cloud Kicks team has made a correction in a sandbox environment that needs to be deployed
to production as soon as possible. The sandbox and production environment are on two different
versions of Salesforce. The fix requires functionality in the sandbox version.

Which action should the consultant recommend?

A. Deploy from version control before the Salesforce Platform upgrade window.
B. Deploy changes from the sandbox to production this weekend.
C. Deploy the changes from the sandbox to production once both environments are on the same
version.
D. Deploy the changes from the sandbox to production currently with the Salesforce Platform
upgrade.

16. Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and
associated records, such as opportunities, contracts and cases, based on team member
responsibilities.
 Which capability should the consultant recommend?

A. Opportunity Teams
B. Role hierarchy
C. Account Teams
D. Sharing Rules

17. 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. (SU21)

Which two actions can Sales Rep A allow Sales Rep B to do when Account Teams are enables and
used for this account?

Choose 2 answers

A. Grant read access on the account’s cases

B. Edit all opportunities on the account
C. View the account and keep activities private
D. View one of the opportunities on the account

18. Multiple sales reps work together to close opportunities at Cloud Kicks. Management needs to
know how much credit each sales rep receives on opportunities they close to maintain accurate
quota reports.

Which solution should a consultant recommend to meet this requirement?

A. Set the organization-wide sharing default for the opportunity object to Private
B. Create custom fields on the Opportunity object for sales reps to enter a credit percentage.
C. Enable Opportunity Splits and add the Opportunity Splits related leads to the opportunity
page layouts.
D. Enable Opportunity Team Selling and create a report grouped by Opportunity team member.

19. At Cloud Kicks (CK) each sales Rep is assigned 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 for contact are set to ‘Controlled by Parent’.

Which solution should the consultant recommend to meet this requirement ?

A. use Apex Managed Sharing to automatically share any new Contacts

B. Set up Account Teams with default for each sales Rep.
C. Change the Contact OWD to private and create sharing rules to grant visibility
D. Add the Sharing button to the page layout so sales reps can share Contacts as needed

20. The marketing team is using a separate platform for managing prospects and wants to hand off
qualified prospects to the sales team.

How should the consultant meet this requirement?

A. Create Salesforce users for the marketing team so they can enter leads directly into Salesforce.
 B. recommend an integration with the marketing platform that creates leads in Salesforce.
C. recommend an integration with the marketing platform to Salesforce that generates tasks with
lead information
D. create a report of Salesforce leads and compare it with marketing data on a regular basis.

21. The sales director at Cloud Kicks wants to enable Person Accounts in its org. The sales director
asked a consultant to evaluate the solution and present it to the sales team.

What should the consultant consider when evaluating Person Accounts?

A. Enabling the Person Accounts feature is irreversible

B. Enabling Person Accounts requires a public Read/Write sharing model
C. Person Accounts records only count toward Account storage
D. The Person Accounts object must have at least two record types

22. Cloud Kicks as requested the Statement of Work (SOW) that clearly states who will train users on
new features and how the training will be delivered.

Which two sections of a SOW should the consultant discuss further with Cloud Kicks to meet this
requirement?

Choose 2 answers

A. Approach
B. Scope
C. Background
D. Terms and Conditions

23. The admin at Universal Containers has been getting complaints from sales reps about duplicate
Leads within Salesforce. The admin has already set up a matching rule for Leads.

What should the consultant recommend to solve the issue?

A. Confirm the standard matching rule is inactivated

B. Change the criteria for standard lead matching rule
C. Change the criteria for standard contract matching rule
D. Confirm the custom matching rule is activated

24. Cloud Kicks requires its sales reps to go through an internal certification process on myTrailhead
before they can add specific groups of Products to Opportunities.

Which solutions should be used to validate that sales reps have completed my trailered badge?

Choose two answers

A. Use a validation rule on Opportunity Products to prevent the sales Rep from adding products
market as requiring the myTrailhead badge if the rep has yet to complete the badge.
B. Use the Process Builder process on product market as requiring the myTrailhead badge to
automatically share the Products with sales reps who have completed the badge.
 C. Use a validation rule on Products market as requiring the myTrailhead badge to prevent those
Products from being added to an Opportunity.
D. Use a separate price book for the products requiring the myTrailhead badge and only share the
price book with sales reps who have completed the badge.

25. Cloud Kicks (CK) has implemented different sales stage across its various product lines. CK wants to
deploy collaborative forecasting to all sales users.

Which two statements should the consultant consider when enabling forecasting?

Choose 2 answers

A. Opportunity splits must be enabled at the same time

B. Multiple Forecast Types must be created and activated
C. A Single Category or cumulative forecast rollup should be defined
D. The Forecast tab should be visible to easily view the forecasts

26. Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein to
pilot users. The pilot users are unable to view the Lead Score field on the Lead record page.

Which two steps should the consultant take to fix this issue?

Choose 2 answers

A. Add the Lead Score field to the Lead list view

B. Add the Lead Score field to the Lead Page layout
C. Assign the Einstein Lead Scoring permission set
D. Assign the Sales Cloud Einstein permission set

27. The Cloud Kicks global sales team are distributed across regions. Sales leadership wants to give
access to dashboard based on a 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 a consultant recommend to meet this requirement?

A. Create one Dashboard folder for all regions for sales and leadership teams with View access
B. Create one Dashboard folder for all regional sales teams 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 Dashboard folders for each regional sales team and one dashboard folder for the
leadership team.
28. Cloud kicks CK uses a custom object named GumShoe__c. GumShoe__c is the child in a master
detail relationship with the opportunity object. Staff members use this object to create requests for
supporting research. CK wants to easily generate new GumShoe__c records from staff phones by
using the Salesforce mobile app.

What should the consultant recommend to meet this requirement?

 A. create a custom hyperlink to a related list
B. create a Lightning component for mobile
C. create a custom Process Builder process
D. create a Quick Action

29. Cloud Kicks (CK) marketing department is migrating from the it's 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? (SU21)

Choose 2 answers

A. Import email templates with the Data Loader

B. Manually recreate the email and merge templates in Salesforce
C. Create an email template change set or use the Lightning Platform
D. Enable Email Import and use Import Wizard

30. Cloud Kicks are sales Rep so I want to see all of the good opportunities and the full details with a
minimal amount of navigation or clicks to cycle through them.

Which functionality should the consultant recommend?

A. Construct a new Sales Console app including opportunities

B. Create a ‘My Opportunities’ report and open each opportunity in a new browser tab
C. Create a ‘My Team Opportunities’ report and open each opportunity in a new browser tab
D. From the ‘My Opportunities’ list view, select the Split View option

31. Cloud kicks is running a campaign for the shoe of the month club . sales management wants to use
campaign influence features with opportunities to attribute a percentage of success to influential
campaigns.

Which feature will allow for revenue share with standard and custom attribution models?

A. Create a reporting snapshot for Campaigns

B. Use sharing rule to give access to Campaign members
C. Create a formula field to track a Campaign Influence
D. Use customizable Campaign Influence for reporting

32. A consultant is working with Cloud Kicks (CK) on its initial Sales Cloud implementation. CK sales reps
to be able to use Sales Cloud to track accounts, contacts and opportunities before its gobal
conference in 4 months.

What should the Gonzalez recommend to meet this requirement?

A. Set obtainable metrics, goals and milestones for the deadline

B. Deploy the Salesforce mobile app to the team prior to the event
C. Reschedule the event to ensure functionality is complete
 D. Implement additional features to make the team more productive

33. Cloud cakes has enabled territory forecast to see how expected revenue compares between sales
territories and the term in which territory has closed the most deals in a month. The territory here
keen has three branches with child territories where forecast managers may be assigned to a few
of them. (SU21)

Which two actions can forecast managers perform?

Choose 2 answer

A. Add territory forecast to the hierarchy

B. Add the forecast tab to the sales app
C. View the directory forecast as a single-page summary
D. Share the forecast with any Salesforce user

34. Cloud Kicks (CK) operates in a 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 calculation on opportunity determined ?

A. the close date regardless of opportunity stage

B. the close date only when the stage is closed
C. the current exchange rate regardless of the close date
D. the exchange rate at a time the opportunity is closed

35. The Cloud Kicks team needs to quick look up contacts accounts and opportunities and easily log
calls from their mobile phones. Due to limited coverage in certain geographic areas, the team
wants access to customer information while out of the office and when they are without an
Internet connection. (SU21)

Which two steps should they consulted the recommend ?

Choose 2 answers

A. Download the Salesforce mobile app

B. Enable mobile SDK
C. Enable Salesforce inbox
D. Enable catching and Offline Edit

36. The Universal Containers the sales team wants to easily show Account relationship to its sales reps
and report on these relationships.

Which two consideration should the consultant take into account?

Choose 2 answers

A. Account relationships are visible from Person Account records

 B. A Person Account can be either a parent or child in the Account Hierarchy
C. Account he added key displays only the accounts users have Read permission to view
D. Accounts can be organized into different divisions based on specific criteria

37. Sales reps want to review pricing on historical contracts when working on new opportunities at
Cloud Kicks. Contracts are created from the Account page. Sales reps need to view all contracts for
the Account on the Opportunity record.

What should the consultant implement to meet the requirement?

A. Build a custom Opportunity look up field to Contracts with an Account dependency filter and
make it editable
B. Add the Contacts related list to each of the Opportunity page layouts used in the sales record
types
C. Use the Related list - Single component to display the accounts contacts on the opportunity
lightning page
D. Create an object-specific action to create a Contract record from the Opportunity page layouts
used by sales.

38. Universal Containers is working to expand its residential business in the U.S sales reps are being
asked to canvas neighborhoods in their areas leveraging new door-to-door campaign materials to
secure new customers. internal studies have shown the most valuable residential customers
typically have a household income range between $50,000 and $70,000.

Which solution should the consultant recommend to help sales reps that remain the best
neighborhoods to canvas?

A. Salesforce Maps using the Demographic Context data source to displaying com ranges for
regions within their territories
B. API integration with Salesforce Maps to plot existing customers on territory maps
C. Salesforce Maps component plotting non-customers in residential neighborhoods
D. Salesforce Maps with ESRI integration to display high density neighborhoods

39. Since managers at cloud kicks have noticed that information in some opportunity reports is
incomplete. a consultant has performed an analysis and determined that opportunity stage reports
often lack key information that sales manager expect at each stage because sales reps have yet to
enter the data.

What should the consultant recommend this opportunity stage reports always contain the data
managers expect ?

A. Configure Path by checking the Key Field Required checkbox

B. Create an Autolaunched flow to determine if required fields are missing
C. Customize Path and create validation rules dependent on stages
D. Mark the fields as required on the page layout
40. Cloud kicks (CK) sells formal and athletic footwear lines. CK is using product families on products to
associate each product to its corresponding line. CK currently forecasts an Expected Revenue
amount that combines all the product together.

Which solution should the consultant recommend to improve CK’s forecasts?

A. Configure a new Forecast Type on Opportunity Product grouped by Product Family

B. configure a new Forecast Type on Opportunity grouped by Product Family
C. Use Flow to populate custom Formal and Athletic currency totals, then forecast by these fields
D. Make separate stages and sales processes for each Product Family

41. Cloud kicks (CK) Sales team works with two different types of leads: distributors and retailers. CK’s
Management wants the sales team to follow two different lead qualification processes before
converting the lead into an opportunity.

which three actions should a consultant recommend to meet this requirement ?

Choose 3 answers

A. Create retailer and distributor lead processes

B. Create a new profile and only assign one lead record type to it
C. Add leads to different campaigns based on lead type
D. Create Status picklist values specific to each lead type
E. Create distributor and retailer lead record types

42. Cloud Kicks needs to associate some Contacts with many Accounts.

Which solution should the consultant recommend to meet this requirement?

A. Add a custom account look up field on the Contact

B. Use the contact roles related list on Accounts
C. Add the contact to the partners related list on other Accounts
D. Use the Contact to Multiple Accounts feature

43. The sales director of retail products at Cloud Kicks wants to allow cloning of orders to help sales
reps process repetitive orders.

What are two guidelines to consider when cloning in order with products ?

Choose 2 answers

A. A new order’s currency or price book will remain the same if the original order as
products
B. the admin will be able to set up which fields can be cloned to a new order
C. A cloned at the mortar must be associated with the same contract as the original order
D. A cloned order’s start date must fall between the associated contract’s start and end dates
44. Consultant easy implementing New sales cloud instance for Cloud Kicks (CK) that has public sharing
model for accounts. Different sales reps on local account create multi-level Account Hierarchy. CK
needs to see total number of closed won opportunities and revenue value for all account in the
hierarchy when viewing parent Account.

Which recommendation meets this requirement?

A. Create a Roll-Up Summary field on the parent Account with the total value of won
Opportunities from the child Accounts.
B. Configure an after-save flow to update custom field on the parent Account its total value of
won opportunities from the child Accounts
C. Create a workflow rule to update the custom field on the parent Account with the total value of
won opportunities from the child Accounts
D. Use the View Account Hierarchy option and include a custom Roll-Up Summary field with the
total value of won Opportunities in the displayed columns

45. Cloud Kicks has the goal of generating high-quality leads by implementing Sales Cloud.

Which metrics should the consultant analyze to determine the success of this goal?

A. Total number of leads created by Sales Rep

B. Lead to Opportunity Conversion Rate
C. Lead to Quote Conversion Rate
D. Total number of Leads by source

46. Northern Trail Outfitters has created a Complaints custom object related to Accounts. Due to
sensitive nature of these records, the object’s visibility has been set to Private. A dedicated subset
of support users who will work on these items has been added to a Complaint Specialist public
group. Only users within the Complaints Specialist public group should be able to view and edit any
Complaint record.

Which two options should the consultant recommend to meet the requirements?

A. Use Apex managed sharing to grant record access to users in the Complaint Specialist public
group and restrict manager visibility.
B. and check the Grant Access Using Hierarchies checkbox in sharing settings for the complaints
object
C. Create a criteria-based sharing rule that grants read/write access to the Complaints Specialist
public group
D. Set the Complaints object’s default visibility to allow only the users in the Complaints
Specialist public group to access the records

47. Cloud kicks want to track different details for trade shows and customer webinars.

Which capability enables the use of custom fields Contextual validation rules and varied layouts.

A. Parent Campaigns
B. Custom Picklist
 C. Campaign Hierarchies
D. Record Types

48. Cloud kicks has organization wide default 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. Account should be set to Public Read first
D. the Opportunity’s Account will be implicitly Read for the team

49. Cloud kicks uses .pdf documents in Sales Cloud to help sales team learn about new products.

Which feature should a consultant recommend to store these documents?

A. Files sync
B. Salesforce Files
C. document lists
D. Salesforce knowledge

50. Cloud kicks has purchased a list of leads and wants sales Rep to contact and measure the return of
investment (ROI) of the purchased list.

Which solution should a consultant recommend ?

A. import the list as a new leads and update the lead source to “purchased lead.”
B. create a Campaign, import the list as Leads, and add them to the Campaign.
C. create a new custom object to import purchased Leads
D. imported the list as new Leads using the data import wizard

51. During a discovery session at cloud kicks a topic highlighted that is outside the statement of work
(SOW).

How should the consultant proceed?

A. Conduct another Discovery session

B. define and submit a change order for the new items
C. Revise the timeline for the new items
D. continue work because it is covered by the warranty
52. During the deploy phase that cloud kicks users are finding it difficult to use as a new system which
is impacting adoption.

How should the consultant avoid this issue in the future?

A. Design a solution during the Build phase

 B. Conduct a Beta review during the Validate phase
C. Gain buy-in during the Analyze phase
D. Develop test scripts during the Plan phase

53. Cloud Kicks (CK) wants to migrate data from its existing Enterprise resource planning ERP system to
Salesforce CK wants to organize its data using the unique ID that is a number type in the ERP.

what should the consultant recommend to meet this requirement ? (SU21)

A. map data ERP unique ID to a custom external ID unique number field

B. create a text field and insert the ERP unique ID
C. use the ERP unique ID as the Salesforce ID
D. create an external ID unique number field in the ERP labeled “ERP unique ID”

54. Universal Containers is growing its international business. domestic account executive believe that
standard price book has become difficult to use because they are too many records reflecting
different currencies and country-specific product variations.

What should the consultant recommended to improve usability of four account executives?

A. Create product families to enable users to filter by continent and country

B. Use custom price books for domestic and international customers
C. Use a separate product catalogs for domestic and international customers
D. Updated the product naming conventions to include the currency in the product name

55. Universal Containers has hired a new employee for The Global Sales Leadership team. The
employee is interested in fostering friendly competition between account executives with emphasis
on reinforcing activities that drive sales. historically for every 4 prospect meetings held one sale
was generated.

which action would help support the sales team?

A. Create subscription reports to send a daily prospect meetings planned to the Assigned user for
those events
B. Show a leaderboard on the regional sales dashboard highlighting the account executives who
have created the most opportunities
C. Show a leaderboard on the regional says dashboard highlighting account executives who have
held the most prospect meetings
D. Create a dashboard that displays the most sales closed by region using charts to show sales in
green and lost opportunities in red.

56. Cloudkick's is concerned that the sales team is taking longer to close Opportunities in comparison
to the same time last year. The VP of sales wants to determine the number of closed deals on a
monthly basis and compare the month-over-month results.
 Which two actions should the consultant take to meet the requirement?

choose 2 answers

A. Create a report based on the Opportunity reporting snapshot

B. Create a dashboard component and schedule the dashboard to refresh monthly
C. Schedule a reporting snapshot of the Opportunity History object to run monthly
D. Schedule a reporting snapshot of the Opportunity object to run monthly

57. A Cloud Kicks a sales team based in the U.S wants to grow market share in Australia. the company
has multicurrency enabled and has added the Australian dollar as available currency.

How should the consultant allow the sales team to report on Australian deal values in U.S. dollars
(USD)?

A. Set each sales user’s default currency to the Australian Dollar

B. Enable parenthetical currency conversion
C. Create a formula field to perform a currency calculation
D. Use USD for Australian opportunity currencies

58. 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 the consultant recommend to streamline forecast reporting ?

A. Reduce the number of opportunity stages and report on forecast category

B. Align forecast categories to multiple opportunity stages and report on forecast category
C. Align opportunity stages with probability and use collaborative forecasts for reporting
D. Reduce the number of opportunity stages and reports on probability

59. Cloud Kicks has read 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 this 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 winds to the ESB which will call back for
account contacting opportunity information and automatically update the ERP accordingly
D. use enterprise ETL tools to extract closed one opportunities from Salesforce and update the
ERP with opportunity account and contact information from Salesforce
60. The Cloud Kicks sales team can create leads for both business and individual customers. personal
accounts have been enabled in its Salesforce org.

Which action should be taken to convert a lead into a person account?

A. Create an Individual Lead Record Type

B. Enable Contacts to Multiple Accounts
C. Leave the Company field blank
D. Populate the Company field with ‘Person’

61. Cloud kicks wants to utilize opportunities to report and track subscription to its shoe of the month
club. subscribers can make a single payment or pay weekly monthly or quarterly. (SU21)

Which solution should the consultant recommend to meet the requirement ?

A. Enable schedules on the Product object

B. Activate schedules on the opportunity object
C. Implement contracts with a look up to the opportunity object
D. Configure assets with a look up on the opportunity object

62. The cloud kicks IT team has noticed that there are many duplicate person accounts. the team can
often easily identify duplicates and wants to merge them. (SU21)

What should the consultant explain to the team about person account merges?

A. Personal Accounts with a redundant relationship can be merged using matching rules
B. Person Accounts can be merged with any type of Account
C. Person Accounts can be merged with other Person Accounts
D. Person Accounts can be merged with contact records

63. The cloud kicks admin is planning to deploy new functionality as part of its quarterly update
process. the consultant has recommended completing the updated side the business hours to avoid
impacting users.

Where should the consultant direct the admin to check for scheduled system maintenance ?

A. Company Profile
B. Trailblazer Community
C. Trailhead
D. Salesforce Trust

64. Organization wide default settings for account is set to Private and at Cloud Kicks. Use rs are unable
to see each other’s accounts.

When a Salesforce admin assigns user A as the owner of an opportunity related to user B’s account,
which additional access will user A gain?
 A. User A will have Read-Write access to the opportunity’s Account and its related contact records
B. User A will have Read Only access to the opportunity’s Account record
C. User A will have Read-Only access to the opportunity’s Account and its related contact
records
D. User A will have Read-Write access only to the opportunity’s Account record

65. Our consultant has conducted discovery sessions with Cloud Kicks stakeholders and is ready to start
gathering use cases for sales processes.

Which two groups should provide content for the use cases?

Choose 2 answers

A. Sales reps
B. Executives
C. Finance team
D. Sales operations

66. 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 currency management in Salesforce org?

A. Dated exchange rates are used in opportunity forecasting or currency fields in other types of
reports
B. Opportunity Roll-up Summary fields will update from the Opportunity Line Item object
C. Account Roll-up Summary fields will update from the opportunity object
D. Account cross object formulas always use dynamic conversion rate for currency conversion

67. Sales reps at cloud kicks CK often receive important customer emails they want to record as
activities related to contacts in Salesforce. CK has Office 365 as well as a policy that prevents users
from installing anything directly on their computers.

Which solution should a consultant recommend to meet this requirement?

A. Lightning Console for Sales

B. Einstein Activity Capture
C. Salesforce for Outlook
D. Salesforce Console for Salesforce

68. Cloud geeks CK wants to implement sharing rules.

Which three consideration should the consultant explain to CK ?

 A. CK can expand access beyond the organization-wide default levels with sharing rules
B. When a sharing rule is deleted, the sharing hacks created by that rule must be manually
removed
C. When multiple sharing rules are assigned, the user is assigned at the least restrictive access
D. Sharing rules apply only to new records that meet the definition of the source data set
E. Organization-wide defaults must be Public Read Only or Private to create sharing rules

69. Cloud kicks CK frequently works with contractors for marketing focus groups. These contractors
change companies often and CK wants to retain its company history through Accounts.

What should the consultant recommend ?

A. Implement the Contacts to Multiple Accounts feature

B. Implement person accounts to represent the relationship
C. Use a junction object to represent the previous companies
D. Use account to teams associated with the previous companies

70. Which two consideration should be made when deploying dynamic dashboards?

choose 2 answers (SU21)

A. Dynamic dashboards must be manually refreshed

B. Dynamic dashboards require the users to follow each component
C. Dynamic dashboards allow users to view data as any user
D. Dynamic dashboards must be saved in public or shared folders

71. Cloud Kicks (CK) acquired a company. The VP of technology wants to migrate all the sales data into
Salesforce instance.

Which data migration sequence should the consultant recommend for the objects?

A. Accounts, Contact, Opportunities, Products, Product Line Items, Cases, Leads, Campaigns
B. Contact Accounts Leads Campaigns, Opportunities, Products, Product Line Items, Cases
C. Opportunities, Products, Product Line Items, Cases, Leads, Campaigns, Account, Contact
D. Accounts, Opportunities, Contact, Products, Product Line Items, Cases, Leads, Campaigns

72. A sales manager at Cloud Kicks wants the sales team to stay informed about the teams progressing
Quip.

Which approach should the consultant recommend?

A. Connect a document or spreadsheet to a Slack channel

B. Utilize Salesforce notes standalone relate the listing in lightning experience
C. Use Salesforce Charter groups and restrict access to the sales team
D. Use Salesforce Chatter groups and enable access to the sales team
73. Universal Containers wants to allow its Salesforce users to view and update customer billing
information from the companies inviting system within a separate Salesforce org.

What should a consultant implement to meet this requirement?

A. Salesforce Connect and External Objects

B. My Domain and Single Sign-On
C. Workflow Rules and Outbound Messaging
D. Nightly scheduled Batch data jobs

74. Universal containers is creating a new program to allow customers to pay for large orders over the
course of one to three years In monthly installments beginning in the month the products are sold.
they are the men needs to configure sales cloud to accommodate this new pricing terms and to
help the finance department forecast easily.

What should the consultant recommend to meet the requirement?

A. Use Revenue Schedules to capture installment payment plan details for each Product
B. Create a Process Builder to create an Order for each installment payment
C. Set the default quantities to 12, 24 and 36 in a new Price Book for installment sales
D. Add a custom field to the Quotes object to capture the number of installments

75. The enterprise architect for cloud kicks wants to understand how objects in sales cloud are
connected to another.

Which two approaches should a consultant use to help the architect?

choose 2 answers

A. Explain the types of object relationships in Salesforce

B. Review the Object Manager tab in set up with the customer
C. Use the Schema Builder to show a visual of related objects
D. Obtain an export of object data from the current system

76. 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 others when opportunities reach key moments (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 email settings to control alert frequency

B. Subscribe to Chatter Feed Tracking to receive updates for the key metrics
 C. Create a report filtering for the desired criteria and allow managers to subscribe to the report
D. Define a workflow rule and email task that is triggered when the stage is updated to the new
values

77. Cloud Kicks is implementing territory management for its retail sales unit. the sales director is
requesting a detailed roll up forecast for territories.(SU21)

which two recommendations should the consultant make?

Choose 2 answers

A. Include the Forecast Manager field on the Opportunity page layout

B. Assign a forecast-enabled forecast manager to each territory
C. Include the Forecast Manager field on the territory page layout
D. Assign a role for each manager in the user role hierarchy

78. Call the geek secret sales associates to record old customers interaction within Salesforce.
Which sales metrics can a sales manager at Cloud Kicks use to monitor and reinforce its sales
strategy?

A. Activity Tracking
B. Renewal Rate
C. Close Rate
D. Forecast Accuracy

79. Cloud Kicks has a requirement to measure and user adoption and data quality in Salesforce.

Which solution should the consultant recommend?

A. Adoption & Data Quality Dashboard Spark

B. Salesforce Surveys
C. Tableau custom dashboard
D. Einstein Conversation Insights

80. cloud Kick Sissy key has just completed its initial sales cloud implementation . the leadership team
at CK wants to improve the rate adoption.

what should the consultant recommend ? CHECK ON NET

A. Create a Slack channel to gather and discuss feedback from users

B. Add an Approval Process to the opportunity object to enforce data standard
C. Conduct a requirement workshop to gather user stories
D. Create a report to track the login rate over the last 7 days
81. Our customer notices a large increase in leads created overnight which exceeds the daily limits.
upon examination the leads appear to be created by bots. the customer uses a standard web to
lead form without safeguards in place to limit spam on forms .
 What should the consultant recommend as the first line of defense before republishing the form ?

A. Select the required reCAPTCHA verification in Web-To-Lead settings

B. Use a custom Web-to-Lead alternative with built-in protection
C. Use an AppExchange package to add on a pot field
D. Engage the web services team to write custom CSS for the form

82. Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account’s discount
field. CK sales reps are located in regions and use different currencies. she's a consultant creates a
custom formula field on the Opportunity.

Which currency will the custom formula use for its value if the opportunity and account records
have different currencies?

A. Corporate currency
B. User currency
C. Account currency
D. Opportunity currency

83. Cloud kicks as enabled multi-currency in its organization. all of the rates are set.

What is the impact is the exchange rates are adjusted?

A. New opportunities will use the new conversion rate and all the opportunities will remain the
same
B. All opportunities with conversion rates will use the new rate
C. All newly closed opportunities will use the new conversion rate
D. Opportunities created this month will use the new conversion rate and end all the
opportunities will remain the same

84. Cloud cakes wants to know how many closed won opportunities our campaign has generated over
the last 30 days. (SU21)
Which two steps should the consultant take to meet this requirement using standard functionality?

Choose 2 answers

A. Add criteria to the auto-association settings and limit it to the past 30 days
B. Ask the admin to enable Customizable Campaign Influence
C. Add the child campaigns for the primary campaign source automatically
D. Define rules for campaigns to add opportunities and then lock after 30 days

85. A sales manager for one of Cloud Kick’s sales territories is unable to see a forecast for the current
quarter. (SU21)

How should the consultant resolve this issue?

A. Set the sales manager as the Forecast Manager for this territory
B. Add the sales manager to the forecasting public group
 C. Configure the date filter on the forecast and assign it to the sales manager
D. Select the correct forecast on the sales manager's user record

86. A consultant is implementing a new instance of sales cloud for Cloud Kicks (CK). CK has a global
sales presence that supports a base throughout the world . CJ wants to set up in a private structure
to track customers with subsidiaries.

which approach should the consultant recommend to meet the requirement?

A. Global Account structure that links all Contacts with one global Account
B. Location-specific account structure with Account Hierarchies
C. Global Contact structure that links all Contacts with one global Account
D. Location-specific Account structure without Account Hierarchies

87. Universal Containers (UC) wants to make it easier for sales Rep to log the customer interaction such
as emails events, their email and calendar applications. UC wants to report on these activities in
Salesforce. (SU21)

Which two actions should the consultant recommend?

A. Implement Inbox to sync Outlook or Gmail calendar events

B. log emails with records in Salesforce from Outlook or Gmail
C. sync events between Outlook or Gmail calendars and the Salesforce
D. report on contact data as it exists in Outlook or Gmail

88. the sales team at cloud kicks has been deadlines on a specific project and has Missing multiple
project meetings.

What should the consultant recommend to the project manager?

A. Validate that the statement of work (SOW) is realistic

B. Revisit the communication plan and set up more frequent check-ins
C. Write a solution design and obtain approval
D. Educate the customer on scope and risk management

89. Cloud cakes CK wants to migrate a data file containing 8000 leads from a legacy system into
Salesforce. many of the lead owners have left the company, so CK wants to populate the lead
owner field for these records using the active assignment rule.

Which two tools should the consultant recommend to meet this requirement?

Choose 2 answer

A. Dataloader.io
B. Scheduled Apex
C. Data Import Wizard
D. Data Loader
90. The sales Department cloud kicks is growing quickly. musei il sexy shop prioritytrack software
design maker Sandy influencer to further the business relationship.

Witch solution should consultant recommend?

A. Add a multi select picklist field on the Opportunity object

B. Use a junction object between the Opportunity and contact
C. Add a contact look up field on the Opportunity
D. Use contact rules on the opportunity object

91. A sales Rep notices they can edit some opportunity 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 3 answers

A. All provisioned Opportunity object permissions enable Read access with all accounts associated
with the sales rep
B. Some opportunities associated with the sales reps account are owned by other users
C. Opportunity visibility allows View access to opportunities owned by others and associated
with accounts they own
D. Sharing rules for opportunities are set to Manager Groups
E. The organization-wide defaults for Opportunity are set to Private

92. Cloud Kicks currently supports three business lines within a single Salesforce instance: Running,
Athleisure, and Celebrity Co-Branded. The VP of Athleisure controls a large budget and is often able
to re-prioritize business stories and “shadow projects” into releases ahead of other groups.

This topic comes up frequently and often derails the monthly project management meeting, which
limits the amount of time available to cover other critical topics.

Which two strategies should the consultant recommend to address these issues?

Choose 2 answers

A. Create a weekly All-Hands call, including business and technology resources, to review
direction and priority of development
B. Divide the development team into three units/tracks to support each line of business
independently
C. Propose a monthly executive steering committee to manage budget, and direction question,
and ensure development capacity is split equitably.
D. Change the project management meeting to weekly, and keep the focus on action items,
project risks, and resource request.

93. Which tool use cases will protect the integrity of order data with activation limitations?

choose 2 answers
 A. New products can be added to active orders
B. Products can be removed from active reduction orders
C. Orders can be activated only if they include a Product
D. Multiple reduction orders can be created for a single order

94. Universal Containers (UC) sales reps have said there are too many reports and dashboards which
makes it hard to find what is important to them. (SU21)

What should a consultant recommend that you see used to solve this issue?

A. Custom report types

B. Private folders
C. Enhanced folder sharing
D. Dashboard filters

95. Cloud Kicks has hired a consultant to help with its quoting process. They consultant has determined
that some Quote custom fields should be viewed from the Opportunity.

What should a consultant consider when implementing the custom fields?

A. Custom Opportunity fields are inaccessible when configuring a Quote Template

B. Related Opportunity Line Items remain when a synched Quote Line Item is deleted
C. Related Quote items on all Quotes are impacted when an Opportunity Line Item is deleted
D. Only standard fields on the quote objects synch to the opportunity

96. Apple saltant is configuring Einstein forecasting to help the sales team predict how much they will
sell by the end of forecasting period.

Which two consideration should the consultant keep in mind to ensure that predictions are
displayed?

choose 2 answers

A. Predictions are only shown when data synch in tableau CRM is enabled
B. Predictions are based only on the standard Close Date and Amount fields
C. Predictions are only shown where at least 12 months of Opportunity data exists
D. Predictions are only shown when the user is in the forecasting hierarchy

97. Cloud kicks is preparing to deploy its configuration. The chosen release date is during a Salesforce
release window. The current configuration is a non-preview sandbox.

Which two strategies should a consultant recommend? (SU21)

choose 2 answers

A. Deploy before the Salesforce release

B. Test new configurations in a Non-preview Sandbox
 C. Deploy after the Salesforce release
D. Test new configurations in a Preview Sandbox

98. Northern trail Outfitters wants to migrate its territory management to a new structure for
upcoming fiscal year.

What are two aspects I consultants should consider for this migration?

Choose 2 answers

A. Territory user assignment are migrated to the new model

B. Only one territory model can be active at any given time
C. Territories can inherit assignment rules from other territories higher in the model
D. Access to a territory model is controlled through profiles or permission sets

99. 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 sandbox and ask volunteers to test it with use cases
C. Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases
D. Create a new developer addition org, populated with data, and ask volunteers to get it to test it
with use cases

100. Sales reps at Universal Containers have found that leads they have been pursuing contain outdated
and missing information. (SU21)

What should a consultant recommend to obtain current lead information?

A. Create a Web-to-Lead form to capture require the data

B. Upload Sales Cloud data on a daily basis for more complete information
C. Use Mass Delete to remove leads with invalid data
D. Use a company insights and data enrichment app from the AppExchange

101. Cloud Kicks wants to send a notification to sales reps when their opportunities remain open past
the close date.

Which two solutions should the consultant recommend to meet the requirement?

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

B. Instruct sales reps to follow their opportunities
C. Add sales reps to the Opportunity Team
D. Enable Einstein Opportunity Insights
102. Cloud Kicks has enabled Orders to track and manage customers requests for products. The sales
team has requested a process to return or reduce the quantity of activated Orders.

Which two Salesforce features should a consultant recommend to meet this requirement?

Choose 2 answers

A. Enable Negative Quantity for Order Products

B. Enable Reduction Orders
C. Enable Orders without Price Books
D. Enable Zero Quantity Orders

103. Cloud Kicks’ sales productivity in on the decline, while its competitors are more successful. The
consultant has suggested Eistein Opportunity Insights. (SU21)

Which three insights can this provide?

Choose 3 answers

A. Deal Prediction
B. Key Moments
C. Opportunity Representative Score
D. Sentiment Analysis
E. Follow-up Reminders

104. The consultant at the Universal Containers recently enabled forecasts. A sales manager is
concerned that all open opportunities appear in the Pipeline forecast category. Opportunities in
Perception Analysis and Proposal/Price Quote stages should appear in the Best Case category.
Opportunities in the Negotiation/Review stage should appear in the Commit category. (SU21)

How should the consultant ensure opportunities appear in the correct forecast categories?

A. Create a field update with Flow to update the forecast category based on the opportunity stage
B. Map opportunity stages to the appropriate forecast category
C. Edit the probability percentage on opportunity stage picklist values
D. Update the opportunity stage picklist value labels to match the category to which they should
be assigned

105. A consultant is beginning a new project will be Cloud Kicks to implement collaborative forecasting.

What should the consultant use to gather requirements using an Agile methodology?

A. Quip spreadsheet
B. Linear process
C. User stories
D. Forecast hierarchy
106. Cloud Kicks wants the sales operations team to be able to process customer credit card payments
within Salesforce.

Which approach should the consultant recommend to meet this requirement?

A. Schedule a nightly batch job to find the post daily charges

B. Create a flow to alert the finance team to manually charge the account
C. Utilize an application from the AppExchange
D. Develop Apex to connect with the Authorized.net API

107. Cloud Kicks has a private sharing model on account. Account executives need to ensure that
specific users can qualify marketing opportunities on their Accounts. There can be different users
for a given opportunity. Sales management needs to report on which users are assigned to
Opportunities.

What should the consultants recommend to the account executives?

A. Share properties with specific users by granting read access to Opportunities in their portfolio
B. Add specific users as Account team members with a rule that grants Modify All access
C. Add specific users as Opportunity team members with a role that grants Read/Write access
D. Share Accounts with specific users and their respective teams.

108. Cloud kicks as an integration between the data warehouse and sales force. The VP of
operations wants to synchronize customer data between the systems.

What should the consultant recommend to ensure that integrity?

A. Set up a process builder on the account object to check for unique values on a monthly basis
B. Set up an encrypted field on the account object we treat only access on the field security
settings for all profiles except the admin profile.
C. Set up an External ID field on the Account object which read only on the field security settings
for all profiles except the admin profile
D. Set up an import of the data from the data warehouse on a monthly basis using data loader

109. A sales Rep owns an opportunity and can view the associated account, but is unable to view
contacts on that account.

What should the consultant recommended to allow the account owners to selectively share and
account’s contacts with opportunity owners?

A. Transfer account ownership from themselves to the opportunity owner

B. Add opportunity owners to the and configure contact sharing
C. Transfer contact ownership from themselves to the opportunity owner
D. Add opportunity owners to the Account Team and configure contact sharing
110. 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 agent 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 have a voicemail if the customer is unavailable
5. agents called the customers back who were unavailable

Cloud Kicks likes to have its supervisor coach the consultants based on the gold 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

111. A sales Rep at Cloud Kicks must have access to all child Accounts of the Account they own.
The organization wide default setting for account is Private.

What happens if a Sales Rep as access to a parent Account?

A. Access can be granted by setting up or sharing rule via Account hierarchy

B. Access to child Account records will need to be manually added
C. The sales Rep will have access to child Account records
D. The sales Rep will have access to all Accounts if Grant Access using Hierarchies is enabled

112. Cloud Kicks in the process of implementing Salesforce for its sales teams. Serial
management has concerns about adoption.

What should a consultant recommend to encourage adoption?

A. Plan a first release with minimum features

B. Define the sales process
C. Give users access to a Sandbox environment
D. Establish goals and key metrics

113. Universal Containers is planning to migrate two million account and 10 million contact
records from existing legacy CRM application to Sales Cloud.

Which solution should the consultant recommend?

 A. Partner tool
B. Batch Apex
C. Data Import Widzard
D. Data Loader

114. To properly plan for company growth, cloud kicks me to forecast monthly revenue
projection from the sales of its annual subscription service.

What should the consultant configure to meet this requirement?

A. Opportunity dashboard is showing opportunities closed each month

B. Opportunity products with formula fields for each month’s value
C. Opportunity dashboard the showing products sold each month
D. Opportunity products with monthly product Schedules

115. Cloud kicks is expanding to international markets. Sales reps are unable to find specific
product in the international price book.

Which two steps should the consultant take to resolve this issue?

Choose 2 answers

A. Add the products to product family

B. Activate the Products
C. Add the products to the price book
D. Share the products with sales rep

116. Universal containers (UC) wants to improve its sales productivity by updating its email
solution. You see wants to automatically log incoming and outgoing emails to related Salesforce
records and sync user calendar to Salesforce.

Which tool should the consultant recommend to meet this requirement?

A. An Apex trigger
B. Einstein Activity Capture
C. My Email to Salesforce
D. Lightning for Gmail/Outlook

117. Universal Containers (UC) Recently implemented a new Salesforce cloud solution. (UC)
stakeholders believe that user adoption is best measured by the login rate.
Which two additional key metrics should the consultant recommend ?

Choose 2 answers

A. Login lockouts
 B. Data quality score
C. License assignments
D. Activities logged

118. The cloud kicks sales team needs to utilize the Salesforce mobile app feature to view,
create, or update opportunities, but the Internet is unavailable on their Android and iOS mobile
devices. Which two actions should the consultant recommend to work around the issue? (SU21)

Choose two answers

A. Enable the system permission to store offline data in Salesforce

B. Enable caching in Salesforce
C. Enable the connect offline feature in Salesforce
D. Enable offline create, edit, and delete in Salesforce

119. During the discovery phase of a sales cloud implementation, which three steps should a
consultant complete to prepare for a successful engagement?

Choose 3 answers

A. Set project milestones

B. Establish project goals
C. Define sales processes
D. Create implementation plan
E. Define success metrics

120. 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 the consultant recommend to meet these requirements?

Choose 2 answers

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

B. Define Opportunity Teams for each product line
C. Implement sales processes that map to each Opportunity record type
D. Create opportunity record types for each product line

121. Cloud kicks (CK) VP of technology wants to start using Salesforce for all the sales teams
automation. CK migrated 70 million records from a legacy database to the data warehouse that will
be synced with Salesforce. CK wants to search and cross-reference records with the original source
database. (SU21)

What should the consultant recommend to meet this requirement?

 A. Use a custom External ID field and map this to the source record ID value
B. Use the standard External ID field and map this to the source record ID value
C. Use a custom field named External ID and map this to the Salesforce record ID value
D. Use the standard External ID field and map this to the Salesforce record ID value

122. An executive at Cloud Kicks (CK) has asked its some 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 that mean create to meet this requirement ?

A. Capability Model
B. Strengths, weaknesses, opportunities, threats (SWOT) diagram
C. Suppliers, import, processes, outputs, customers (SIPOC) diagram
D. Value Stream Map

123. What are two capabilities of the data loader?

choose two answers

A. Extracts organization and configuration metadata

B. Prevents importing duplicate records
C. Runs one time or scheduled data loads
D. Exports field history data

124. Then he's covering face with cloud kicks CK has just ended. CK once a visual way to see how
the new business processes will work. See cases process is complex and requires multiple slides.

What should the consultant design to give CK this high level view ?

A. SIPOC Map
B. Value Stream Map
C. Capability Model
D. Universal Process Notation

125. Cloud kicks has identified the KPIs it wants to track for the year. in the inside the sales team
wants a visual way to see the team's project for the year.

What should the consultant recommend to meet this requirement?

A. Modify a report based on KPIs
B. Set up a dashboard with the KPI reports
C. Set up a path based on the KPIs
D. Install a KPI Tracker app for the AppExchange
126. Cloud kicks users and external enterprise resource planning ERP obligation to process its
orders the ERP application needs to receive data about opportunities when the opportunity closes.

Wich two solutions should the consultant recommend?

A. REST callout
B. Single sign-on
C. Connected app
D. Outbound Message with Workflow Rules

127. Cloud kicks needs to forecast monthly business deals that close as well as open
opportunities on a weekly basis. The VP of sales asks the business analyst to review how the sales
funnel is changing month over month.

Which two actions should the consultant take to meet this requirement?

A. create a custom object to store the results in

B. configure a report snapshot to run weekly
C. schedule a custom forecast report to run weekly
D. configure a report snapshot to run daily

128. Cloud Kicks uses Salesforce in Lightning Experience to manage business Accounts and
Person Accounts. The sales director wants to associate person Accounts to business Accounts
and/or Contacts.

Which Salesforce feature should the consultant recommend to meet these requirements?

A. Use a junction object between Accounts and Contacts

B. Use the Contacts to multiple Accounts feature
C. Create a custom look up from Accounts to Contacts
D. Create a reverse look up from Contacts to Accounts

129. Universal containers is migrating data from a legacy system into Salesforce.

Which two consideration should the consultant take into account when importing
campaign members?

Choose 2 answers

A. Leeds, contact, and business accounts can be Campaign Members

B. the Marketing User feature license must be assigned
C. the Campaign ID is required in the import file
D. the Status of the Campaign Member is optional
130. Cloud Kicks wants to implement a methodology to determine which current leads have the
most in common with leads that have successfully been converted in the past.

How can the consultant meet these requirement? (SU21)

A. Use Lead Conversion Reporting

B. Create Conversation Insights
C. Use Einstein Lead Scoring
D. Create a Sales Cadence Steps

131. Universal Containers recently implemented the Sales Cloud. Stakeholders want insights into
how logging interactions with customer impacts the number of one sales deals.

Which report should the consultant create to meet the requirement?

A. Closed Won Opportunities by Account

B. Closed Won opportunities with Activities
C. Closed Won opportunities by the sales team
D. Closed Won opportunities with Recommendations

132. In the discovery phase of a sales cloud implementation, what are three effective ways a
consultant can determine the design of the system?

Choose 3 answers

A. Schedule training
B. Establish performance benchmarks
C. Observe end users
D. Administer a survey
E. Host a focus group

133. Cloud kicks is expanding its operations to Europe. The company wants to enable advanced
currency management to support both EUR and USD currencies and show the total value of open
opportunities on account records. (SU21)

How should the consultant implement the solution to meet the requirement?

A. Use a custom formula field on the opportunity

B. Install a third-party app from the AppExchange
C. Use a Roll-Up Summary field on the Opportunity to the Account
D. Create a cross-object formula field on the Account

134. Sales of managers at cloud kicks need to visualize all open opportunity based on the
location of the related account.
 Which solution should the consultant recommend ?

A. Using Tableau CRM, import a data lens with the State and City for all Opportunities
B. Enable Location Services and add the Account Address field on the Opportunity page layout
C. Create a dashboard that uses a report grouping opportunities by Account
D. Using Salesforce Maps, configure Data Layer showing open opportunities

135. Cloud kicks managers contacts for lead generation in a marketing application. Following a
new Salesforce implementation, inbound leads will be reviewed in the marketing application then
migrated to Salesforce.

Which contacts should the consultant migrate from the marketing application to leads in
Salesforce?

A. New contacts
B. Active contacts
C. Qualified contacts
D. All contacts

136. Northern Trail Outfitters finished implementing sales cloud for a mid-market sales team.
Sales management wants to track data trends and adoption.

What should the consultant recommend to measure core sales cloud record data ?

A. Adoption Dashboards Pack

B. User Login Report
C. System Overview Page
D. Salesforce Optimizer

137. 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 five.
Regional vice presidents are VPS also must have proved discounts greater than 10%. (SU21)

which two steps should the consultant recommend to satisfy these requirements ?
choose two answers

A. Create two Approval Processes, one with the RSM and one with the RVP
B. Use Process Builder to send an approval task and email to the RSM and RVP
C. Use Process Builder to automatically submit approvals over 5% discount
D. Create a two-step Approval Process with the RSM and RVP as approvers

138. Universal containers (UC) as established sales Ops teams. As part of the sales process, tasks
are used to track all customer interactions. UC wants any available sales team member to handle
these tasks as soon as possible. (SU21)
 Which Salesforce functionality should the consultant recommend to meet this requirement?

A. Create Opportunity teams to manage Tasks

B. Use workflows to create Task for each team member
C. Assign Tasks to queue to share work efficiently
D. leave the Task’s “Assigned To” field blank

139. Universal Containers wants to automatically add the sales representative emails and events
from Gmail to the activity timeline of related records. (SU21)

What should the consultant recommend to meet the requirement?

A. Einstein Activity Capture

B. Email to Lead
C. Marketing Cloud Journeys
D. Gmail integration

140. The consultant had cloud kicks has noticed that sales data is quickly outdated and wants to
keep Account data current.

what should the consultant recommend to maintain current Account information?

A. Build a weekly data update from in house system to refresh data in Salesforce
B. Email the contacts and leads to obtain their current information
C. Use third party data to update and add records to Salesforce
D. Enable Automated Account Fields in Setup

141. Universal containers (UC) has acquired another company that uses Salesforce and is
migrating legacy for email alerts and approval processes.

Which two steps shoulder the consultant perform to maintain data integrity ?

A. Enable the create audit fields permission to insert historically accurate records
B. Use the Salesforce approval process clone feature to migrate approval processes
C. Merge the legacy Salesforce org into UC’s Salesforce org and migrate the approval processes
D. Insert users and then migrate email others and approval processes into UC’s Salesforce org

142. The operations manager wants to synchronize Cloud Kicks’ customer list from its back office
system with Salesforce. (SU21)

What is the first step the consultant should recommend to ensure that integrity?

A. Create an external ID field on the Account object

B. Create an Apex trigger to exchange data between the Salesforce instance and the back office
system
 C. Create a unique ID field on the Opportunity object
D. Create a web service connection between the Salesforce instance and the back office system

143. Sales management at cloud geeks wants to track the following information:
- Open opportunities in the current Quarter by sales Rep
- accounts that are current customers
- open cases in the last quarter for open opportunities

What should a consultant recommend to meet these requirements?

A. Create a summary report with cross filters

B. Create reporting snapshot
C. Create a joined report
D. Create a dynamic dashboard

144. This type of sales that cloud kicks once the sales team to use the Salesforce mobile app to
complete …….. . sales team needs to create and edit Leeds contacts and opportunity with …. .

Which two features should they consultant recommend for the sales team to use?

A. Mobile smart actions

B. Lightning mobile component
C. Einstein activity capture
D. Quick Actions

145. Cloud Kicks (CK) uses a sales model where predefined groups of reps work collaboratively
on Accounts. each group is also responsible for specific account. It has organization-wide default
access set to Public Read/Write for Accounts. CK discovered that this causes 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 the consultant recommended to allow reps to continue to collaborate while
eliminating incorrect edits?

choose 2 answers

A. Change Account organization wide defaults to private

B. Enable Account teams to allow owners to grant Read/Write access
C. Create an Account sharing rule to grant Read/Write access to all accounts
D. Change Account organization-wide defaults to Public Read Only.

146. Cloud Kicks wants to release product enhancements effectively to drive user adoption and
have the greatest impact on the organization and users’ day-to-day functions.

what are three steps for successful change and seasonal release management?
A. Prioritize executive requests
B. Train end users after deployment
C. Communicate updates to end users
D. Create an org development model
E. Collect input from stakeholders