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Sales Cloud Consultant Exam Guide

The document outlines various questions and answers related to the Sales Cloud Consultant Certification, covering topics such as data visibility, process automation, and reporting in Salesforce. It includes multiple-choice questions addressing specific scenarios and features within Salesforce. The content serves as a study guide for individuals preparing for the certification exam.
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0% found this document useful (0 votes)
19 views15 pages

Sales Cloud Consultant Exam Guide

The document outlines various questions and answers related to the Sales Cloud Consultant Certification, covering topics such as data visibility, process automation, and reporting in Salesforce. It includes multiple-choice questions addressing specific scenarios and features within Salesforce. The content serves as a study guide for individuals preparing for the certification exam.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Sales Cloud Consultant Certification

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1. Universal Containers was bought by a larger company D. Opportunity


and needs to provide information on a monthly pipeline report
basis to the new parent company to help predict sales. grouped by month
Which data should the new parent company review?

A. Dashboard of user login history


B. Count of new lead records created
C. Number of activities tied to opportunities
D. Opportunity pipeline report grouped by month

2. When the billing address on an account is changed, C. Create a


the mailing address of all related contact records process on ac-
should be updated to reflect the new address. counts using
How can this requirement be met? Process Builder.

A. Create a workflow rule on accounts.


B. Create a workflow rule on contacts.
C. Create a process on accounts using Process
Builder.
D. Create a [Link] trigger on contacts

3. Universal Containers is using Salesforce and has set B. John can see
up a private sharing model. Sam is a sales all of Sam's data
executive who reports to John, a sales manager. Sam but Sam CANNOT
has ownership of the ABC Company account see all of John's
record and has created an opportunity for ABC Com- data.
pany. There is a sharing rule that allows the
finance team to see all accounts and opportunities.
Which statement about data visibility is true?

A. John and Sam can see all of the same data


B. John can see all of Sam's data but Sam CANNOT
see all of John's data.
C. The finance team must be added to the sales team
in order to see Sam's opportunity.
D. John must be added to the sales team in order to
see Sam's opportunity.

4.
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Universal Containers is expanding sales internation- D. Confirm that the
ally and has created new price books to handle the products and cur-
various currencies for the five new countries. When a rencies are associ-
sales representative selects one of the new price ated with the price-
books to add a product to an opportunity, there are no book.
products available.
What should be evaluated when troubleshooting this
issue?

A. Confirm that product line items on opportunities


are enabled.
B. Confirm that the products are shared with the sales
representative's role.
C. Confirm that the old pricebook is disabled for the
sales representative.
D. Confirm that the products and currencies are asso-
ciated with the pricebook.

5. Sales management at Universal Containers needs to A. Enable Con-


provide channel partners with easy access to tent in the Part-
approved product documentation. They also need to ner Community
notify partners about the material revisions and and enable Con-
updates. tent email alerts
How can they achieve these goals in Salesforce? for partner users.

A. Enable Content in the Partner Community and en-


able Content email alerts for partner users.
B. Enable the Document tab in the Partner Community
and enable email alerts for partner users.
C. Add the Content related list to the partner contact
page layout and enable content delivery.
D. Add the Content related list to the partner account
page layout and enable content delivery.

6. When using Collaborative forecasts, which forecast B. Omitted


category is not included in the forecast?

A. Closed
B. Omitted

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C. Pipeline
D. Best Case

7. When Importing revenue quota data using Data A. User record ID


Loader, what information must be included in the im- C. Start date of the
port file? (Select all that apple). forecast period
D Quota Amount
A. User record ID
B. User Full Name
C. Start date of the forecast period
D Quota Amount
E. Quota Quantity

8. When the forecast type is Opportunities (Revenue), A Opportunity


What fields determine the forecast? (Select all that Owner
Apply), D Amount

A Opportunity Owner
B. Total Price
C. Split Amount
D Amount

9. You can restrict a profiles view to a certain field by 2. Field Level Se-
using which feature? curity

1. Roles
2. Field Level Security
3. Profiles
4. Permission Sets

10. Is it possible to share a custom object record manu- True


ally?
1. True
2. False

11. What should a system administrator use to disable 2. Profiles


access to a custom application for a group of users?

1. Web Tabs
2. Profiles
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3. Page Layouts
4. Sharing Rules

12. If the Org Wide Default is Public Read/Write, what 3. Profile


feature in Salesforce is needed to restrict access to
that object?

1. Role Hierarchy
2. Page Layout
3. Profile
4. Record Type

13. Which profiles listed are a standard Profile? Select all 1. Contract Man-
that apply ager
2. Standard User
1. Contract Manager 4. Marketing User
2. Standard User
3. Invoice Manager
4. Marketing User

14. What is a Bucket Field? 2. Used in reports


to categorise and
1. A custom field that can be created to group values group report val-
2. Used in reports to categorise and group report ues
values
3. A custom field that can be created to store a finite
amount of values
4. Used to group multiple workflows

15. The Sales Director wants to be alerted to deals that are 2. Big Deal Alerts
greater than $1,000,000. Which tool should you use to
achieve this?

1. Ask the Sales Director to create a list view which


shows Opportunities greater than 1,000,000
2. Big Deal Alerts
3. Create a report and monitor it daily
4. Workflow - Create a workflow to send an email if an
Opportunity amount is great than 1,000,000

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16. A roll-up summary field requires a Master Detail rela- 2. True
tionship

1. False
2. True

17. What is a roll-up summary field? 2. A roll-up sum-


mary field is a
1. A roll-up summary field lets you rollback the data custom field that
that was changed last week aggregates child
2. A roll-up summary field is a custom field that aggre- record information
gates child record information into the parent record into the parent
3. The roll-up summary field gives you a summary of record
the data type and object relationship.
4. The roll-up summary field is accessible via the API

18. A user can save a record even if a data validation error 1. False
message appears

1. False
2. True

19. Where can you make a field required? (Select all that 1. Validation Rules
apply) 2. Page Layouts
5. Field Edit page
1. Validation Rules
2. Page Layouts
3. Record Type
4. Workflow Rule
5. Field Edit page

20. In which scenarios will the sharing button appear? 2. When the shar-
ing model for the
1. When the sharing model for the object is private object is private or
2. When the sharing model for the object is private or public read only
public read only
3. When the sharing model for the object is public
read/write
4. It will always appear

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21. What are the ways leads can be captured with Sales- 2. Web to Lead
force? (Choose two answers) 3. Lead Import

1. Email to Lead
2. Web to Lead
3. Lead Import
4. Lead Assignment

22. A sales manager would like to view a dashboard from 2. Create the
the perspective of different users and switch between dashboard as a
users without editing the dashboard, how would an dynamic dash-
administrator enable this? (Select all that apply) board

1. Grant the sales manager the "Manage Dynamic 4. Grant the


Dashboards" permission sales manager the
2. Create the dashboard as a dynamic dashboard "View my Teams
3. Grant the sales manager the "Drag-and-Drop Dash- Dashboard" per-
board builder" permission mission
4. Grant the sales manager the "View my Teams Dash-
board" permission

23. Which of these objects can you map a field to on lead 2. Contacts
conversion? 3. Opportunities
4. Account
1. Cases
2. Contacts
3. Opportunities
4. Account

24. Standard picklist fields cannot be dependent fields 1. True

1. True
2. False

25. Gauge and metric dashboard component types are 3. Grand Total
based on what from a report?

1. Average
2. Chart

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3. Grand Total
4. Sum

26. Fields which are hidden using Field-Level-Security 1. True


are still subject to Validation Rules?

1. True
2. False

27. What is a Junction Object? 1. A Many-to-Many


relationship creat-
1. A Many-to-Many relationship created with two ed with two lookup
lookup master-detail relationship master-detail rela-
2. A Many-to-Many relationship created with two tionship
lookup relationships
3. An object type to connect external web services
4. A standard object

28. Which of these is not a Salesforce feature? 1. Email to Lead

1. Email to Lead
2. Web to Lead
3. Web to Case
4. Email to Case

29. When a lead is converted, it becomes an Account, 1. True


Contact, and Opportunity (unless you opt out of cre-
ating an opportunity)

1. True
2. False

30. Which of the following are standard Salesforce Ob- 1. Pricebook


jects? 2. Opportunity
Product
1. Pricebook 4. Contract
2. Opportunity Product
3. Ticket
4. Contract

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31. What permissions are needed to import leads and 3. Marketing user
contacts to a Campaign? checkbox & profile

1. Marketing user profile


2. Marketing User permission set
3. Marketing user checkbox & profile
4. Marketing user checkbox on user.

32. Which statements about custom summary formulas 1. Custom summa-


in reports is true? (Select all that apply) ry formulas can be
used in a report
1. Custom summary formulas can be used in a report built from a custom
built from a custom report type report type
2. Custom summary formulas can reference another
custom summary formula 4. Custom sum-
3. Reports can be grouped by a custom summary mary formulas can
formula result reference a formu-
4. Custom summary formulas can reference a formula la field within a re-
field within a report port

33. You want to give a profile access to a custom object. 2. Clone a stan-
What would be the best way to do this? dard profile and
grant additional
1. Create a new profile and grant access access
2. Clone a standard profile and grant additional access
3. Edit a standard profile
4. Create a permission set and assign it to relevant
users

34. An Approval Process begins when a record is.. 4. Submitted for


Approval
1. Created
2. Saved
3. Edited
4. Submitted for Approval

35. Formulas ignore Field Level Security settings 1. True

1. True
2. False
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36. When converting a Lead, what values are transferred 1. Close Date =
to the Opportunity? (Select all that Apply) Last day in fiscal
quarter
1. Close Date = Last day in fiscal quarter 4. Stage = First
2. Amount = Lead Amount stage in list
3. Close Date = Today
4. Stage = First stage in list

37. What is true about dynamic dashboards: 1. A dynam-


ic dashboard will
1. A dynamic dashboard will show data according to show data accord-
the user's security settings ing to the user's
2. In dynamic dashboards, the source reports used security settings
can vary according to the user
3. If a user wants to customise the dashboard, they
should use a dynamic dashboard
4. A dynamic dashboard will refresh automatically
several times a day

38. When are Data Validation Rules Enforced? 1. Upon saving a


record
1. Upon saving a record
2. Upon editing a field
3. Upon opening a record
4. Upon closing the record

39. You can use standard reports when creating Dash- 1. False
boards?

1. False
2. True

40. Why should you consider using the Import Wizard 1. If you require
over the Data Loader? some De-Duplica-
tion
1. If you require some De-Duplication
2. If you need to import to custom objects only
3. You need field auto-mapping functionality
4. If you need to import more than 1,000,000 records
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41. How do you delete a user? 4. You cannot


delete a Sales-
1. Using an external application force User
2. Deleting all information from their profile.
3. Going to their profile and clicking the delete button
4. You cannot delete a Salesforce User

42. What is conditional highlighting for reports? 3. Shows you vi-


sual highlights de-
1. You can set conditions that when met, will report the pending on a
calculated fields threshhold
2. Lets you make calculations on custom fields
3. Shows you visual highlights depending on a thresh-
hold
4. Users can highlight particularly interesting parts of
a report

43. A tab is automatically created when you create a cus- 1. False


tom object.

1. False
2. True

44. A Sales Manager would like to get a report of oppor- 1. Summary


tunities grouped by sales stage. What kind of report
meet this requirement:?

1. Summary
2. All Salesforce Reports
3. Tabular
4. Matrix

45. What type of report cannot be used to populate a chart 3. Tabular


in a dashboard?

1. Summary
2. Matrix
3. Tabular

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46. A customer service manager would like to automati- 4. Case Assign-
cally assign cases to the most appropriate agent to ment Rules
handle the request. What feature could be used:

1. Web to Case
2. Email to Case
3. Case Escalation Rules
4. Case Assignment Rules

47. All of the following objects may have a queue EXCEPT 1. Accounts

1. Accounts
2. Leads
3. Cases
4. Custom Objects

48. Quotes & Opportunities are part of which cloud prod- 2. Sales Cloud
uct?

1. Marketing Cloud
2. Sales Cloud
3. Analytics Cloud
4. Service Cloud

49. A user would like to generate a list of contacts for a 2. Tabular


mailing list. What type of report would be the most
appropriate to use?

1. Joined
2. Tabular
3. Summary
4. Matrix

50. What are the different types of Sharing Rules? (Select 1. Lead Sharing
all that Apply) Rules
2. Case Sharing
1. Lead Sharing Rules Rules
2. Case Sharing Rules 4. Account Shar-
3. Solution Sharing Rules ing Rules

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4. Account Sharing Rules 5. Custom Object
5. Custom Object Sharing Rules Sharing Rules

51. What can an email template contain? 1. Text


(Select all that apply) 3. Attached File
1. Text 4. Merge Field
2. Macro
3. Attached File
4. Merge Field

52. Which of the following fields CANNOT be a controlling 3. Custom Mul-


field for Dependent Picklists? ti-Select Picklist

1. Standard Checkbox
2. Custom Picklist
3. Custom Multi-Select Picklist
4. Custom Checkbox
5. Standard Picklist

53. How many objects may be imported or updated using 2. 1


the data loader in one operation?

1. 5
2. 1
3. 10
4. Unlimited

54. Workflow cannot be triggered upon import 1. False

1. False
2. True

55. To track revenue, gain or loss based on currency fluc- 3. Advanced Cur-
tuations, you must implement what feature? rency Manage-
ment
1. Multi-Currency
2. Sandbox
3. Advanced Currency Management
4. Territory Management

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56. A users security token will be refreshed every time 1. True
their password is changed.

1. True
2. False

57. Can you uninstall an App Exchange application once 2. Yes


it has been deployed?

1. No
2. Yes

58. A system administrator needs to restrict users ability 1. Restrict the ac-
to view a dashboard. How can this be accomplished? cess to the folder
that the dashboard
1. Restrict the access to the folder that the dashboard is located
is located
2. Disable access to the dashboard on the users pro-
file
3. Create a sharing rule to restrict the access
4. Restrict the access to the folder that the source
report is located

59. Which of these actions can be triggered from a Work- 1. Field Update,
flow? New Task, Email
Sent, Outbound
1. Field Update, New Task, Email Sent, Outbound Mes- Message
sage
2. Create Object, New Task, Email Sent,
3. Email Sent, Field Update
4. Field Update, Email Sent, APEX Trigger, New Task

60. A user can still report on a field they have access to, 2. True
if it is hidden from the page layout

1. False
2. True

61. Is it possible for a user to own a record and not see 2. True
it?
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1. False
2. True

62. Field Level Security or Page Layout can be used to 1. False


make a field required

1. False
2. True

63. An Marketing manager would like to generate a list of 3. Tabular


contacts for a mailing list. What type of report would
be the most appropriate to use:

1. Matrix
2. Summary
3. Tabular
4. Mailing

64. What is the maximum number of Components avail- 2. 20


able on a Dashboard?

1. 5
2. 20
3. 50
4. 10

65. Data loss can occur when changing fields from the 1. Changing from
following types (choose all that are correct) a multi-select pick-
list to any other
1. Changing from a multi-select picklist to any other type
type 3. To a Number
2. Changing from a Number field to a Text field field from any oth-
3. To a Number field from any other type of field er type of field
4. Changing from a checkbox to any other type of field 4. Changing from
a checkbox to any
other type of field

66. What should a system administrator consider before 2. Data should


importing a set of records into Salesforce? of de-duplicated in
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the import file prior
1. Currency field values will default to the personal to import
currency of the record owner
2. Data should of de-duplicated in the import file prior 4. The import file
to import should include a
3. Validation rules are not triggered when importing record owner for
data using the import wizard each record
4. The import file should include a record owner for
each record

67. You can make fields visible, read-only, and required 1. True
using Page Layouts.

1. True
2. False

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