Question # 1
Universal Containers has implemented a lead qualification process that uses a lead scoring
formula. Upon review, many of the converted leads with the highest scores had little
interest in making a
purchase.
Which modification to the current lead qualification process should a consultant
recommend? |
A. Include a measure for the number of marketing touches. | B. Increase points for actions that Indicate Intent. | C. Evaluate each record against the target marketing persona. |
B. Increase points for actions that Indicate Intent.
Explanation: When leads with high scores do not convert as expected, it suggests that the
scoring model may not effectively measure purchase intent. Adjusting the lead scoring
formula to assign higher points for actions that indicate strong intent (such as downloading
a whitepaper or requesting a demo) can improve the accuracy of the scoring process,
ensuring that highly interested leads are prioritized.
Including a measure of marketing touches or evaluating against personas could also help,
but increasing points for high-intent actions directly addresses the issue of prioritizing leads
based on purchase readiness.
Question # 2
Cloud Kicks is running a campaign for the Shoe of the Month club. Sales management
wants to use Campaign Influence features with Opportunities to attribute a percentage of
success to Influential campaigns.
Which feature will allow for revenue share with standard and custom attribution models? |
A. Create a reporting snapshot for Campaign Influence. | B. Customizable Campaign Influence for reporting. | C. Create a formula field to track Campaign Influence. |
B. Customizable Campaign Influence for reporting.
Explanation: The Customizable Campaign Influence feature in Salesforce allows users to
assign revenue attribution to campaigns that have influenced Opportunities. It supports
both standard and custom attribution models, enabling users to define how much influence
a campaign had on the Opportunity's success. This feature is ideal for assigning specific
percentages of revenue to influential campaigns, which can then be reported and analyzed
to understand their impact.
Salesforce’s documentation on Campaign Influence details how Customizable Campaign
Influence supports complex attribution models and offers flexible reporting capabilities,
making it the right choice for revenue sharing in scenarios like Cloud Kicks’ campaign.
Reference: Salesforce Customizable Campaign Influence
Question # 3
Cloud Kicks manages prospects for lead generation in a marketing application.
To ensure data quality, which prospects should the consultant migrate from the marketing
application to lead records? |
A. All prospects | B. Contacted prospects | C. Qualified prospects |
C. Qualified prospects
Explanation: To ensure data quality, only qualified prospects should be migrated from the
marketing application to Salesforce as lead records. This approach reduces clutter and
ensures that only leads with a higher potential for conversion are brought into Sales Cloud,
aligning with Salesforce best practices for lead management. Qualified prospects typically
meet predefined criteria that make them more likely to convert, thereby supporting sales
efficiency and data integrity.
Reference: Salesforce Lead Management
Question # 4
Cloud Kicks (CK) is developing its organizational change management (OCM) and rollout
strategy. The consultant has emphasized the value of leveraging the experiences of
partners and customers within the Salesforce ecosystem.
Which resource should the consultant recommend to help CK reach its goal? |
A. End user feedback | B. Salesforce Premier Success | C. Trailblazer Community |
C. Trailblazer Community
Explanation: The Trailblazer Community is an ideal resource for Cloud Kicks to leverage
for organizational change management (OCM) and rollout strategies. This community
provides access to a network of Salesforce users, partners, and experts who share best
practices, experiences, and insights related to Salesforce implementations. Engaging with
the Trailblazer Community can help CK gain valuable perspectives from those who have
successfully navigated similar changes.
Peer Insights and Best Practices: The Trailblazer Community allows CK to connect
with other Salesforce users and partners, offering a platform to discuss challenges,
solutions, and strategies for successful change management.
Access to Real-World Experiences: By tapping into the community, CK can learn
from firsthand experiences, which can be instrumental in planning and executing
an effective OCM strategy.
Option A (end user feedback) is essential but limited to internal insights, and Option B
(Salesforce Premier Success) provides support services rather than a peer-sharing
platform. For more details, refer to the Trailblazer Community.
Question # 5
The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts and
wants to merge them.
What should the consultant explain to the team about merging Person Accounts? |
A. They can be merged with contact records. | B. They can be merged with any type of Account. | C. They can be merged with other Person Accounts. |
C. They can be merged with other Person Accounts.
Explanation: In Salesforce, Person Accounts are designed to represent individual
customers rather than businesses. When it comes to managing duplicates, Person
Accounts can only be merged with other Person Accounts. This is because Person
Accounts have a unique structure that combines attributes of both Accounts and Contacts
into a single record, making them incompatible for merging with standard Business
Accounts or Contact records directly.
Here’s a breakdown:
Merge Process for Person Accounts: Salesforce provides a native merging feature
specifically for Person Accounts. This process allows duplicate Person Accounts to
be combined, with the primary account retaining essential data while duplicates
are consolidated.
Limitations: Person Accounts cannot be merged with standard Business Accounts or standalone Contacts due to differences in record structure and usage.
For further guidance on merging Person Accounts, Salesforce provides instructions in the
Merging Accounts documentation, which outlines how to use the merge feature specifically
for Person Accounts.
Question # 6
Universal Containers (UC) has Account and Contact data it wants to migrate to Sales
Cloud. The data comes from several sources and the data quality is unknown. The
consultant wants to assess the
entire data set for quality prior to loading it to production without impacting UC's current
operations. The consultant recommends using a Full Copy sandbox as an initial step.
Which Sales Cloud feature should the consultant use to support this approach? |
A. Import Wizard | B. Duplicate Jobs | C. External IDs |
B. Duplicate Jobs
Explanation: When migrating data to Sales Cloud, especially from various sources with
potentially unknown data quality, Duplicate Jobs are useful for assessing and managing
duplicates within Salesforce. Duplicate Jobs allow consultants to identify duplicate records
across the data set before loading it into production.
Using Duplicate Jobs for Data Quality Assessment: Duplicate Jobs can run against
imported data in a sandbox environment to identify and report potential duplicate records,
allowing for cleansing and merging as necessary.
Ensuring Clean Data Migration: This method enables data assessment and cleanup
without impacting the live system, which is essential for maintaining operations while
ensuring data quality.
Option A (Import Wizard) is more suited for small-scale imports, and Option C (External
IDs) are mainly for data relationships rather than quality assessment. Salesforce’s
Duplicate Management documentation provides more insights on using Duplicate Jobs for
data quality checks.
Question # 7
During the Deploy phase at Cloud Kicks, users are finding it difficult to navigate a new
system which is contributing to low adoption.
How should the consultant avoid this issue in the future? |
A. Develop test scripts during the Plan phase. | B. Provide company-wide training throughout the project. | C. Conduct a beta review during the Validate phase. |
B. Provide company-wide training throughout the project.
Explanation: User adoption issues, like difficulty navigating a new system, can often be
mitigated through ongoing, role-based training provided throughout the implementation
project. Rather than waiting until deployment, offering training at different phases allows
users to build familiarity with Salesforce gradually, enabling them to better understand and
retain information. This approach, coupled with regular updates and support, ensures users
are prepared and more comfortable with the new system by the time it goes live.
Consistent training also reinforces the system’s benefits and encourages users to engage
with Salesforce more confidently and effectively, ultimately leading to higher adoption rates
and better productivity in the long run.
Salesforce recommends varied training methods, including hands-on sessions, webinars,
and in-app guidance, which cater to different learning preferences and support user
engagement at every project stage. Conducting company-wide training can ensure all
stakeholders have the skills they need to succeed with the system from day one.
References: Salesforce Trailhead emphasizes the importance of ongoing training and
phased user engagement to boost adoption and ease the transition during a Salesforce
implementation.
Question # 8
The leadership team at Cloud Kicks wants to improve the rate of user adoption of Sales
Cloud.
Which option should the consultant recommend? |
A. Add Approval processes to enforce data standards. | B. Conduct a requirements workshop to gather user stories. | C. Use a collaboration tool to gather feedback from users. |
C. Use a collaboration tool to gather feedback from users.
Explanation: Using a collaboration tool to gather feedback is an effective way to improve
user adoption of Sales Cloud. Such tools allow users to share their experiences, voice
concerns, and suggest improvements in real time. By actively involving users in the
process and addressing their feedback, Cloud Kicks can enhance user engagement,
identify and resolve adoption barriers, and ultimately increase satisfaction with Sales
Cloud.
Salesforce suggests utilizing collaboration tools like Chatter or third-party tools for ongoing
feedback and communication, which supports continuous improvement and user-centric
development practices.
Reference: Salesforce User Adoption and Change Management
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