Question # 1
| Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points. Which three approaches should a consultant use to learn about and empathize with the customer? (Choose 3 answers) |
| A. Embodying | | B. Shadowing | | C. Interviewing | | D. Role Playing | | E. Leading Workshops |
A. Embodying
B. Shadowing
C. Interviewing
Question # 2
| 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 a consultant Implement to meet the requirement? |
| A. Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable. | | B. Add the Contracts 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 Account's Contracts on the Opportunity Lightning page. | | D. Create an object-specific action to create a Contract record from the Opportunity page layouts used by sales. |
C. Use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.
Explanation:
Using the Related List - Single component to display the Account’s Contracts on the Opportunity Lightning page is the best way to meet the requirement of viewing all contracts for the Account on the Opportunity record. A Related List - Single component is a Lightning component that shows a single related list of records from another object on a record page. A Contract is a record that represents an agreement between an Account and an organization for products or services sold or delivered by an organization. By using the Related List - Single component to display the Account’s Contracts on the Opportunity Lightning page, sales reps can easily see all contracts for the Account related to an Opportunity without having to navigate to another page or create another lookup field.
Question # 3
| Universal Containers' sales operations team needs to provide visibility on sales pipeline changes on a monthly basis. How should the consultant meet this requirement? |
| A. Create an Opportunity History report for open pipeline Opportunities in a given date range. | | B. Create a custom pipeline date range field and display it on the Forecasting tab. | | C. Create a sales pipeline dashboard that includes filters for Opportunity date ranges. | | D. Create training an how to use date filters on reports to compare pipeline for different date ranges. |
A. Create an Opportunity History report for open pipeline Opportunities in a given date range.
Explanation:
Creating an Opportunity History report for open pipeline Opportunities in a given date range is the best way to meet the requirement of providing visibility on sales pipeline changes on a monthly basis. An Opportunity History report is a report that shows how opportunities have changed over time based on historical data, such as stage, amount, probability, etc. An open pipeline Opportunity is an opportunity that has not been closed yet and has a positive amount and probability. A date range is a filter that limits the report data to a specific period of time, such as last month, this month, next month, etc. By creating an Opportunity History report for open pipeline Opportunities in a given date range, Universal Containers’ sales operations team can track and compare how the sales pipeline has changed from month to month based on different metrics and dimensions.
Question # 4
| 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 |
A. Adoption Dashboards Pack
Explanation:
Adoption Dashboards Pack is the best feature to measure core Sales Cloud record data and track data trends and adoption after implementing Sales Cloud for a mid market sales team. Adoption Dashboards Pack is a package that contains pre-built dashboards and reports that show how users are adopting and using Salesforce features and functionalities, such as creating and updating records, logging activities, running reports, etc. By using Adoption Dashboards Pack, Universal Containers sales management can monitor and analyze core Sales Cloud record data such as accounts, contacts, opportunities, etc., and see how they change over time and across different dimensions.
Question # 5
| Cloud Kicks has recently lost several large deals to a competitor. Cloud Kicks management wants to start tracking the reasons why opportunities are being lost. What is the most efficient way for a consultant to meet this requirement? |
| A. Create a Competitors channel in Slack to share insights and stories. | | B. Create a new custom object and automation to track competitors. | | C. Create a new custom field on the Opportunity object. |
C. Create a new custom field on the Opportunity object.
Question # 6
| Universal Containers has configured a private sharing model with opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary. As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives. Which data set filter report would allow the sales representatives to see all opportunities they are involved with? |
| A. My team-selling and my opportunities | | B. My team-selling shared opportunities | | C. My team’s opportunities | | D. My collaborative opportunities |
A. My team-selling and my opportunities
Question # 7
Universal Containers does NOT have a direct sales team; its channel partners are responsible for selling and servicing products. Over the past quarter, these has been an increased volume of leads.
However, the Vice President of Channels has been receiving many complaints from partners on the poor quality of the leads and has noticed a significant drop in the lead conversion rate. What should a consultant recommend to improve partner satisfaction with the leads being shared?
|
| A. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners. | | B. Create multiple validation rules to ensure that all fields on the lead record are populated with data. | | C. Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners. | | D. Use the lead score on the Find Duplicates button and assign the leads with a score in the high category. |
C. Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners.
Question # 8
| Universal Containers uses Products in Salesforce and has a private security model. The product
management employees do NOT have access to all opportunities but wants to track the
performance of a new product after it is launched. What should a consultant recommend to allow the product management employees to track the performance of the product? |
| A. Create a trigger to add the product management team to the sales team of relevant opportunities. | | B. Create a criteria-based sharing rule to add the product management team to relevant opportunities. | | C. Create a trigger to set the product manager as owner for opportunities on the new product. | | D. Create a new product and add it to the price book with the product manager as an owner. |
B. Create a criteria-based sharing rule to add the product management team to relevant opportunities.
Question # 9
Universal Containers is preparing for the launch of its new Sales Cloud implementation to a global user base. With previous sales automation applications, the company had slow adoption of the new solution.
Which three Sales Cloud deployment factors should be considered to help ensure adoption? Choose three answers.
|
| A. Type of training delivered | | B. Sales rep quota targets | | C. Management communications | | D. Maintenance release schedule | | E. Training in local language |
A. Type of training delivered
C. Management communications
E. Training in local language
Question # 10
The sales management team of Universal Containers has noticed that opportunities are taking longer
to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won.
Recently, this time period has increased to 45 days. Which two reporting tools can the sales
management team leverage to help determine the cause? Choose two answers.
|
| A. Report on campaign return on investment (ROI)
| | B. Report on the discount approval time for quotes
| | C. Dashboard of month-over-month trend of lead conversions
| | D. Dashboard of opportunity stage duration |
B.
Report on the discount approval time for quotes
D. Dashboard of opportunity stage duration
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Salesforce Certified Sales Cloud Consultant (SU24) Exam Dumps
Exam Code: CRT-251
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