Sales-Cloud-Consultant Free Practice Test

Each product engineer at Cloud Kicks supports 3 specific product lines. There are three product lines. Sales reps sell all the company’s product lines; Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their product line with Read-Only rights.
What are two actions the consultant can take to meet the requirement? Choose 2 answers

1. A. Manually assign a product-specific role to each product engineer.
2. B. Create criteria-based opportunity sharing rules for each product line.
3. C. Enable Default Opportunity Teams for the Opportunity.
4. D. Enable Default Account Teams for each product line.

Correct Answer: AB
* A. Create criteria-based opportunity sharing rules for each product line. This allows you to specify criteria for sharing an Opportunity with a specific user or group of users. For example, you could create a rule that shares an Opportunity with the product engineer when the Opportunity has a certain product line assigned to it. B. Enable Default Opportunity Teams for the Opportunity. This allows you to set a default Opportunity Team for an Opportunity, which will automatically assign the product engineer to the Opportunity when it is created. This is useful when you need to assign a specific user to multiple Opportunities.

Universal Containers is planning to migrate two million account records and 10 million contact records from its existing legacy CRM application to sales cloud.
Which solution should the consultant recommend?

1. A. Batch Apex
2. B. Data Import Wizard
3. C. Data Loader
4. D. Third-party tool

Correct Answer: D

Cloud Kicks wants to know how many closed won Opportunities a Campaign has generated over the last 30 days. Which two steps should the consultant take to meet this requirement using standard functionality?
Choose 2 answers

1. A. Add child Campaigns of the primary Campaign source automatically.
2. B. Add criteria to the auto-association settings to limit the matches to the past 30 days.
3. C. Define rules for Campaigns to add Opportunities and then lock after 30 days.
4. D. Ask the admin to enable Customizable Campaign Influence.

Correct Answer: BD

The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or contract details for a created order.
Which two conditions should the consultant consider to meet this requirement' Choose 2 answers

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

Correct Answer: AD

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

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

Correct Answer: A