Sales-Cloud-Consultant Practice Test

Cloud Kicks has a multi-phase selling process where every sales stage corresponds with a
phase in the process. The first phase is preliminary qualification, where Opportunities
should not contribute to Cloud Kicks' forecast. Which two actions should be taken to ensure
that Opportunities do not contribute to Cloud Kicks' forecast during the first stage? Choose
2 answers

A.

Require sales staff to enter $0 for the Opportunity amount

B.

Configure the first stage with the omitted forecast category

C.

Override the forecast to be $0 for first stage Opportunities

D.

Require sales staff to enter for the Opportunity probability

E.

Assign probability to the first sales stage

Northern Trail Outfitters (NTO) requires credit checks for all opportunities greater than
$50,000. The credit management team members are all salesforce users. What should a
consultant recommend to notify the credit manager that an opportunity needs a credit
check?

A.

Use workflow to send an email to the credit manager profile

B.

Use an Apex trigger to create a task for the credit manager user

C.

Use a validation rule to send anemail to the credit manager role

D.

Use workflow to assign a task to the credit manager user

Northern Trail Outfitters (NTO) wants to record information about its conferences and
attendees. Some customers attend multiple NTO conferences. What should the consultant recommend if NTO desires to present this data on the contact layout using the standard
configuration?

A.

Utilize Campaigns for conferences and a custom object to record attendee information

B.

Create a custom object for conferences and a custom object to record attendee
information

C.

Create a custom object for conferences and a custom lookup field to conferences on
Contacts

D.

Utilize Campaigns for conferences and add Campaign Members to record attendee
information.

Cloud Kicks needs the ability to determine the effectiveness of a recent marketing
campaign on new leads. Which solution should the Consultant recommend?

A.

Create a custom object and a record for the campaign, then relate the newly created
record to the lead

B.

Enable campaign influence and report on the influence percent and revenue share

C.

Specify the date range of the leads added to the campaign

D.

Create a custom text field to capture the marketing campaign

Northern Trail Outfitters (NTO) has a private sharing model for accounts and opportunities.
Each sales representative is assigned to work with a dedicated sales engineer. The sales
engineer will need access to their assigned sales representative accounts and
opportunities. What should a consultant recommend to meet this requirement?

A.

Enable account teams and have each sales representative configure their default teams

B.

Have the sales representatives manually share the accounts and opportunities with their
assigned sales engineers

C.

Create criteria-based sharing rules to share the accounts and opportunities with sales
engineers

D.

Create a trigger to add the sales engineers to their sales representative account and opportunity teams