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Sales-Cloud-Consultant Practice Test


Page 8 out of 38 Pages

Universal Containers is using Collaborative Forecasts and wants to show sales reps their individual numbers for opportunities they are predicted to win based on amounts for all forecast categories over the next quarter.
What should a consultant recommend to meet this requirement?


A. Use a formula field based on the forecast category.


B. Add the Forecast Summary component to the page.


C. Enable Cumulative Forecast Rollups.





C.
  Enable Cumulative Forecast Rollups.

Cloud Kicks has completed the discovery stage and leadership has aligned on the project's business goals.
What should the consultant formalize with stakeholders before moving on to the next project stage?


A. Create user stories to present for prioritization.


B. Onboard team members to start development of the solution.


C. Define key metrics to identify how success will be measured.





C.
  Define key metrics to identify how success will be measured.

Explanation: Before advancing from the discovery phase, it’s essential to have a clear understanding of how success will be evaluated. By formalizing key metrics with stakeholders, Cloud Kicks can ensure that all parties agree on what constitutes project success. This step aligns with Salesforce best practices, as it helps maintain focus on business goals throughout the project lifecycle and provides measurable benchmarks for tracking progress and outcomes.
The Salesforce project management guidelines emphasize that defining metrics at this stage is critical to guiding the implementation process, assessing the impact of Sales Cloud, and ensuring alignment between the solution and business objectives.
Reference: Salesforce Project Management and Metrics

Cloud Kicks wants to enable Person Accounts.
What does the consultant need to do before enabling Person Accounts?


A. Disable access to Experience Cloud sites during the cutover.


B. Set default sharing of Account to Public Read/Write.


C. Create at least one Account record type.





C.
  Create at least one Account record type.

Explanation: Before enabling Person Accounts, Salesforce requires that at least one Account Record Type is created. This is because Person Accounts function as a hybrid of both Account and Contact objects, with specific configurations required to distinguish between business and person accounts. Without setting up a record type, Person Accounts cannot be enabled.
Salesforce documentation states that enabling Person Accounts will impact data models and certain configurations within the system. Therefore, it’s crucial to review these prerequisites carefully. Disabling access to Experience Cloud sites and modifying account sharing settings are not prerequisites specifically tied to enabling Person Accounts.

Cloud Kicks wants its sales operations team to place orders United States customers in Sales Cloud. The sales ops team needs calculate sales tax on the orders. Sales tax is a complex calculation based on tax law that may change at any time.
What should the consultant recommend to meet the requirement?


A. An app from AppExchange


B. formula field on the Order object


C. screen flow for orders





A.
  An app from AppExchange

Explanation: For calculating complex sales tax that varies based on tax law, an app from the Salesforce AppExchange is the most effective solution. Here’s why:
Complexity of Tax Calculation: Sales tax calculations can be intricate, especially in the United States, where tax rates and regulations differ by state, county, and sometimes city. Using an AppExchange app designed for tax calculations ensures compliance with these frequently changing laws without manual updates.
Real-Time Updates: Many AppExchange apps are specifically built to handle tax calculations and stay up-to-date with changes in tax regulations. These apps often have partnerships with tax authorities or access to updated databases, ensuring that Cloud Kicks’ sales operations team remains compliant.
Automation and Integration: Tax calculation apps from the AppExchange integrate seamlessly with Salesforce Orders, automating the process, reducing errors, and improving efficiency compared to manual calculations or formula fields, which would not account for complex or changing tax rules.
References: Salesforce’s AppExchange offers a variety of tax calculation apps like Avalara and TaxJar, which are commonly used for sales tax management. These apps are featured as solutions in Salesforce documentation for handling tax calculations.
In summary, an AppExchange app (Option A) is recommended for automating complex sales tax calculations within Sales Cloud, ensuring accuracy and compliance with evolving tax laws.

A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation.
What should the consultant do during the planning stage to ensure a successful implementation?


A. Identify which Salesforce features and functions to use.


B. Design a prototype of the suggested solution.


C. Define goals, metrics, project schedule, and sales processes.





C.
  Define goals, metrics, project schedule, and sales processes.

Explanation: During the planning stage of a Sales Cloud implementation, defining goals, metrics, project schedules, and sales processes is critical for a successful rollout. This foundational step ensures that the implementation aligns with the client's business objectives and provides clear criteria for measuring success. Salesforce recommends that implementation planning includes establishing a timeline, setting achievable goals, and documenting existing and desired sales processes. These elements form the basis for effective project management and help in aligning the solution with the client’s business needs.
Identifying Salesforce features and designing a prototype are valuable steps, but they typically occur after establishing clear goals and requirements. Proper planning sets the stage for these subsequent tasks.


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