Sales-Cloud-Consultant Practice Test

Northern Trail Outfitters (NTO) wishes to track relationships between its customers. For
example, some customers are suppliers for other customers. What should a consultant
recommend to track multiple customer relations?

A.

Add the related company to the first company's account team, with supplier as the role.

B.

Add the related company to the first company's custom supplier lookup field as a value.

C.

Add the related company to the first company's partner related list, with supplier as a
value.

D.

Add the related company to the first company's contact roles related list, with supplier as
a value

Northern Trail Outfitters (NTO) requires that each of its products is sold with 12 months of
product maintenance. There is a separate opportunity product line item on the opportunity.
Once an opportunity is closed/won and the order has been shipped to the customer, the
service manager manually records the maintenance line item in the assets object and
sends an alert 90 days prior to the expiration date. What should a consultant recommend to
streamline this process?

A.

Turn on the sync asset feature from the asset settings to create an asset record once an
opportunity is closed/won.

B.

Create a trigger on the asset object once an opportunity is closed/won, and add a button
to the opportunity layout.

C.

Request the sync order to asset feature from salesforce to create an asset record once
an opportunity is closed/won

D.

Install an AppExchange app or create a trigger to automatically create an asset record
once an opportunity is closed/won.

Cloud Kicks has just completed a Sales Cloud implementation and the marketing team is
creating campaigns. Cloud Kicks wants to gain feedback on the implementation. What
should the Consultant recommend?

A.

Undergo training

B.

Upgrade to the latest Salesforce release

C.

Sign off on the Statement of work

D.

Complete a post-mortem

Cloud Kicks has two sales divisions: • a franchise sale division and • a public sales
division. The sales representatives for each division have their own user profiles and
person Accounts. The franchise sales division sales representatives cannot create person
Accounts, and they should only be able to set up franchise Accounts. What should the
Consultant recommended to meet this requirement?

A.

Remove person Account record types from the franchise sales division's sales
representative user profile

B.

Hide the Person Account checkbox from the franchise sales division's sales
representative user profile through Field-level Security.

C.

Utilize Divisions to hide person Account from the franchise sales division's sales
representative user profile

D.

Ensure that the "Disable Person Accounts" permission on the franchise sales division's
sales representative user profile is checked

Cloud Kicks is implementing Enterprise Territory Management for its retail sales unit. The
sales director wants a detailed roll-up forecast for Territories to be provided. Which two
recommendations should the Consultant make? Choose 2 answers

A.

Include the Forecast Manager field on the Territory page layout

B.

Create Apex class code to roll up forecast details for a Territory

C.

Include the Formula field in the Territory page layout.

D.

Assign a Forecast Manager to a Territory