Certified Sales Cloud Consultant — Free Practice Questions
10 free sample questions from a bank of 217, with the correct answers and explanations. No signup required — start practising right now.
1The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly.
What should be recommended?
Schedule a custom forecast report to run weekly and store the results in a custom report folder.
Create a reporting snapshot to run weekly and store the results in a custom object.
Create a reporting snapshot to run daily and store the results in a custom object.
Schedule a custom forecast report to run daily and store the results in a custom report folder.
Answer: B
2Universal Containers is planning to implement Salesforce Sales Cloud to support its professional services division. The Universal Containers sales team wants to easily see customer purchasing activity on account, contact, and contract detail pages.
What should a consultant recommend to meet this requirement?
Enable Salesforce Console for Sales to see customer purchasing activity.
Create a custom object related to the account, contact, and contract objects.
Enable the Orders object in Salesforce to track customer purchases.
Create a global publisher action to view all customer purchasing activity.
Answer: C
3Cloud Kicks has a lengthy and complex sales cycle. Opportunities have twelve stages that sales reps must move a deal through, as well as indicate the probability of winning the sale. The sales manager presently uses sales stages and probability for forecasting and wants to simplify the process of reporting on projected sales for the sales team.
Which approach should a Consultant recommend to streamline forecast reporting?
Align Opportunity stages with probability and use collaborative forecasts for reporting.
Reduce the number of Opportunity stages and report on forecast category.
Align forecast categories to multiple Opportunity stages and report on forecast category.
Reduce the number of Opportunity stages and report on probability.
Answer: C
4When 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?
Develop a custom Apex Trigger that uses custom email messaging.
Use Process Builder and HTML Email Templates.
Develop an Inbound Email Service.
Use Workflow rules and HTML Email Templates.
Answer: A
5Cloud Kicks wants to utilize Opportunities to report and track subscription to its Shoe of the Month club. Subscribers can pay in full (all at one time), weekly, monthly, or quarterly.
Which solution should the Consultant recommend to meet Cloud Kicks' needs?
Enable schedules on the Opportunity object.
Enable schedules on the Product object.
Configure the use of contracts with a lookup to the Opportunity object.
Configure the use of assets with a lookup to the Opportunity object.
Answer: B
6Cloud Kicks wants sales representatives to be able to share key documents directly with customers who are not Community users.
Which Salesforce feature satisfies this requirement?
CRM Content
Chatter links
Documents
Attachments
Answer: A
7The Sales Manager at Cloud Kicks has asked an analyst to create a report when Opportunities reach a certain stage with an amount equal to $100,000 dollars.
The analyst saves the report to the sales team's subfolder called Big Deals. The Big Deals folder is a subfolder of the sales team folder, with View access to the
Sales Manager roles. The Sales Manager wants to subscribe to the report.
Which permission does the Sales Manager need in order to subscribe to the report created by the analyst?
Subscribe to Reports permission
Subscribe to Reports: Run Reports permission
Chatter Subscribe to Reports permission
Subscribe to Reports: Set Running User permission
Answer: A
8Management at Northern Trail Outfitters wants to see forecast numbers by all sales representatives and by multiple product groups.
Which two actions should a consultant recommend to meet these requirements? (Choose two.)
Build a custom forecast report showing product groups.
Implement Collaborative Forecasting with quota attainment.
Build a forecast list view by product family group.
Implement Collaborative Forecasting with product family.
Answer:
9Cloud Kicks requires sales associates to record all activities within Salesforce.
Which sales metric can be derived from these activities?
Close Rate
Marketing Influence
Forecast Accuracy
Rate of Contact
Answer: D
10Cloud Kicks wants to allow a single view of Contacts that belong to the same Account Hierarchy chain.
How should the Consultant meet this requirement?
Navigate to the default Contact Hierarchy Lightning Component on the parent Account.
Enable the View All Child Contacts feature.
Navigate to the Account Hierarchy page to view all related Contacts.