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Sales-Cloud-Consultant Certified Salesforce Sales Cloud Consultant (WI25) Questions and Answers

Questions 4

Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.

What is a justification for using AppExchange data services?

Options:

A.

To use Salesforce Surveys to update customers’ data

B.

To create customer segments with personas and scoring

C.

To activate customizable sales forecasting and lead scoring

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Questions 5

During a discovery session at Cloud Kicks, a major topic is highlighted that is outside the current statement of work (SOW). The addition to the project scope is necessary but will be difficult to

implement.

How should the consultant proceed?

Options:

A.

Create a change request for the new items.

B.

Revise the timeline to accommodate the new Items.

C.

Conduct another discovery session to define the new items.

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Questions 6

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?

Options:

A.

End user feedback

B.

Salesforce Premier Success

C.

Trailblazer Community

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Questions 7

Cloud Kicks is implementing Sales Territories for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.

What should the consultant recommend?

Options:

A.

Include the Forecast Manager field on the Account page layout.

B.

Assign a Forecast Manager to each region.

C.

Assign a role for each manager in the user role hierarchy.

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Questions 8

Sales reps at Cloud Kicks (CK) often receive important customer emails they want to log as records related to Contacts in Salesforce. CK has Office 365, as well as a policy that prevents users

from installing anything directly on their computers.

Which solution should a consultant recommend to meet this requirement?

Options:

A.

Einstein Activity Capture

B.

Salesforce Inbox

C.

Lightning Console for Sales

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Questions 9

The sales team at Cloud Kicks has been late meeting project deadlines and missed multiple meetings.

What should the consultant recommend to the project manager?

Options:

A.

Bring additional resources from the consulting firm to the project.

B.

Confirm that the statement of work (SOW) Is realistic.

C.

Revisit the communication plan and set up more frequent check-ins.

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Questions 10

What should the consultant take into consideration when activating Orders?

Options:

A.

Orders can be activated only if they include a Product.

B.

New Products can be added to active orders.

C.

Products can be removed from active reduction orders.

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Questions 11

Universal Containers uses Sales Territories and is working with a consultant to reassign Accounts into new territories.

Which attribute of Sales Territories should the consultant consider when developing the new territory model?

Options:

A.

The system administrator profile is required to run territory planning reports.

B.

A model must be activated in order to view reassigned accounts.

C.

All Account assignment rules should be run when the model state is set to Planning.

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Questions 12

The sales manager at Universal Containers has noticed that sales teams are having trouble understanding who should own an Opportunity. Sales teams base their sales opportunities on

assignments to specific ZIP codes.

Which solution should the consultant recommend?

Options:

A.

Sharing Rules

B.

Sales Territories

C.

Account Teams

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Questions 13

Which prerequisite should the consultant consider before enabling Opportunity Splits?

Options:

A.

Ensure open opportunities are owned by active users,

B.

Enable Opportunity Teams and confirm the owner is a team member.

C.

Add customized split types to opportunities.

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Questions 14

A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that has a public sharing model for Accounts. Different sales reps own local accounts that create a multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities and the revenue value for all accounts in the hierarchy when viewing a parent account.

Which recommendation meets this requirement?

Options:

A.

Configure after-save flow to update a custom field on the parent account with the total value of won opportunities from the child accounts.

B.

Reference the revenue totals on the parent accounts in the Account Hierarchy view.

C.

Create a roll-up summary field on the Account with the total value of won opportunities from the child accounts.

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Questions 15

Universal Containers (UC) has an Account Hierarchy of customer accounts, with parent accounts representing corporate headquarters and child accounts representing franchises. The VP of sales believes that many franchises are missing from UC's Sales Cloud org because sales reps are unaware of

them.

What should the consultant recommend to fill in the missing franchises?

Options:

A.

Utilize Sales Engagement to add an External ID to the data.

B.

Implement a data enrichment package from AppExchange.

C.

Download the Data Quality Analysis Dashboard from AppExchange.

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Questions 16

Cloud Kicks (CK) requires its sales associates to record all interactions with prospects within Salesforce.

Which sales metric should a sales manager at CK use to monitor and reinforce its sales strategy?

Options:

A.

Activity Tracking

B.

Lead Status

C.

Event Monitor

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Questions 17

Cloud Kicks wants to help its sales reps identify stalled opportunities in a single view.

Which solution should the consultant recommend to meet the requirement?

Options:

A.

Create a Lightning Web Component.

B.

Use Deal Insights In Pipeline Inspection

C.

Create a screen flow.

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Questions 18

Cloud Kicks (CK) has recently rolled out Sales Cloud. CK uses an enterprise resource planning (ERP) system as its system of record for customer data. When an account has its first Closed Won

opportunity, the ERP system should be updated immediately from the account and opportunity records.

Which option should the consultant recommend to meet the requirement?

Options:

A.

Script the ERP to call a Flow endpoint every 5 minutes to fetch newly won opportunities and their related accounts.

B.

Implement Platform Events to publish Opportunity wins to the ERP, which will call back for opportunity and account Information.

C.

Create an Accounts with Opportunities report filtered on Opportunities won today that the ERP can subscribe to.

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Questions 19

Northern Trail Outfitters had issues with its last two Salesforce deployments, both of which caused system downtimes that exceeded planned estimates. The CIO asked a consultant to develop a Risk Register to identify and mitigate these types of issues with future deployments. The CIO asked

the consultant to log the two previously known issues as a starting point for the register.

In which Risk category do these system downtime issues fall?

Options:

A.

Technical Risk

B.

Compliance Risk

C.

Operational Risk

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Questions 20

A small company has hired a consultant to plan its Sales Cloud implementation. The company wants to get up and running with Sales Cloud right away. The deadline has yet to be established and the requirements still need to be defined.

Which project management methodology should a consultant recommend to ensure the implementation is successful?

Options:

A.

Agile

B.

Waterfall

C.

Kanban

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Questions 21

In a recent management meeting, the VP of sales voiced concern over the current economic environment. To better understand the effectiveness of its marketing efforts, the VP expressed a need to monitor and reduce churn going forward.

Which strategy should a consultant recommend to address the VP's concern?

Options:

A.

Create a year over year sales by Account report.

B.

Create an average stage duration by Opportunity report.

C.

Create a Historical Trending report.

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Questions 22

Cloud Kicks (CK) wants to implement sharing rules.

Which consideration should the consultant explain to CK?

Options:

A.

Sharing rules can expand access beyond the organization-wide default levels.

B.

When a sharing rule is deleted, the sharing access created by that rule must be manually removed.

C.

Sharing rules apply only to new records that meet the definition of the source data set.

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Questions 23

Cloud Kicks needs to set sales quotas for all sales reps.

Which solution should the consultant consider?

Options:

A.

Use the Data Import Wizard.

B.

Enable Forecast Quotas from Setup.

C.

Assign quota values by profile.

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Questions 24

Cloud Kicks uses an external Enterprise Resource Planning (ERP) application to process its orders. The ERP application needs to receive data about opportunities when the opportunity closes.

Which solution should the consultant recommend?

Options:

A.

External Relationship with custom object

B.

Salesforce Connect

C.

Outbound Message with record-triggered flow

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Questions 25

Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system.

Which stage of the project lifecycle does this fall under?

Options:

A.

Initiate

B.

Plan

C.

Execute

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Questions 26

Cloud Kicks uses Salesforce to manage business Accounts and Person Accounts. The sales director wants to associate Person Accounts to business Accounts and/or Contacts.

Which approach should the consultant recommend to meet these requirements?

Options:

A.

Use the Contacts to Multiple Accounts feature.

B.

Create a junction object between Account and Contact.

C.

Create a custom lookup from Account to Contact.

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Questions 27

Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas.

Which solution should a consultant recommend?

Options:

A.

Configure Quotas with a Product family report and add necessary fields.

B.

Create a joined report with closed Opportunities, Forecasting Items, and Quotas.

C.

Create a custom report type with Forecasting Quotas and Forecasting Items.

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Questions 28

Cloud Kicks (CK), a large global organization, is rolling out a complex Salesforce Release to its staff located in offices around the world.

Which approach should the consultant recommend that CK use for training this audience?

Options:

A.

Leverage Trailhead and documentation.

B.

Conduct Train-the-trainer sessions.

C.

Configure In-App Guidance.

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Questions 29

The Cloud Kicks pipeline and forecasting reports are inaccurate because sales reps are creating opportunities after they are already closed won. Sales management wants visibility into how often

the sales reps are creating these types of opportunities.

Which solution should the consultant recommend?

Options:

A.

Run the Opportunity Pipeline standard report to view the upcoming opportunities by stage.

B.

Configure a report that displays opportunities that have an earlier closed date then created date.

C.

Implement automation to update the opportunity to the first stage in the sales process.

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Questions 30

Cloud Kicks (CK) frequently works with contractors for marketing focus groups. These contractors change companies often, and CK wants to retain its company history through Accounts.

What should the consultant recommend?

Options:

A.

Use a custom object to represent the previous companies.

B.

Implement the Contacts to Multiple Accounts feature.

C.

Implement Person Accounts to represent the relationship.

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Questions 31

Cloud Kicks is restructuring its sales teams to align with its product lines. Each sales rep will focus only on the accounts they've been assigned.

Sales reps will run specific product upsell processes.

Which action should the consultant take to support a successful sales team transition?

Options:

A.

Meet with territory sales leadership to design territory assignment rules.

B.

Meet with sales reps to review products they are assigned and implement Opportunity Teams.

C.

Meet with executive sales leadership to understand the requirements for record sharing.

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Questions 32

Sales reps at Universal Containers want to know when a customer or prospect contact opens an email the reps sent so they can follow up with the contact shortly afterward.

Which tool should a consultant recommend to meet the requirement?

Options:

A.

Salesforce Inbox

B.

Enhanced Email

C.

Einstein Activity Capture

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Questions 33

Northern Trail Outfitters (NTO) finished implementing Sales Cloud for a mid-market sales team. Sales management wants to track data completeness.

Which common metric should the consultant recommend that NTO use to measure core Sales Cloud data?

Options:

A.

Record Count

B.

User Adoption

C.

Field Usage

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Questions 34

Access to Opportunities at Cloud Kicks should be restricted.

Sales users should only have access to two categories of Opportunities:

* Opportunities they own

* Opportunities that are tied to accounts they own

Which action should a consultant take to meet the requirement?

Options:

A.

Set organization-wide defaults for Accounts and Opportunities to Private.

B.

Set organization-wide defaults for Accounts and Opportunities to Public Read- Only.

C.

Set Opportunity access on the role to View All Opportunities associated with the owner's accounts.

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Questions 35

The sales team at Cloud Kicks needs to track the number of retail locations for each of its leads. Once the lead is converted, the sales team wants to see the number of retail locations related to their

customers. The service team also wants to view this information.

What should the consultant do to meet this requirement?

Options:

A.

Create a custom object related to the Account and Lead objects to store the retail locations.

B.

Map the custom field from the Lead object to the custom field on the Account object during lead conversion.

C.

Add roll-up summary fields to calculate the number of retail locations related to the Account and Lead objects.

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Questions 36

What is a key capability of Data Loader?

Options:

A.

Prevents importing duplicate record data

B.

Imports organization and configuration metadata

C.

Runs one-time or scheduled data imports

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Questions 37

Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts without creating duplicate Contact records.

What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature?

Options:

A.

Create a junction object to link Accounts and Contacts.

B.

Designate a default account as the Contact's primary account.

C.

Add account relationships from the Contact record.

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Questions 38

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?

Options:

A.

Use a formula field based on the forecast category.

B.

Add the Forecast Summary component to the page.

C.

Enable Cumulative Forecast Rollups.

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Questions 39

The leadership team at Cloud Kicks wants to improve the rate of user adoption of Sales Cloud.

Which option should the consultant recommend?

Options:

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.

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Questions 40

At a kickoff meeting for a new project, a consultant starts gathering information to be used in the project implementation plan.

They ask the participants to define what project success will look like.

Which strategy is the consultant using?

Options:

A.

Design Direction

B.

Discovery

C.

Challenge Framing

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Questions 41

A consultant is addressing Cloud Kicks' performance measurement needs and overcoming challenges within Sales Cloud.

Which approach should a consultant adopt?

Options:

A.

Collaborate closely with the customer to discern their specific performance measurement requirements.

B.

Implement standardized performance measurement practices to ensure consistency across Sales Cloud.

C.

Rely on general industry standards to determine performance measurement criteria and system architecture.

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Questions 42

As part of a Sales Territories implementation, Cloud Kicks wants the user to manually search for a territory in an active territory model and

assign it to opportunities.

Which approach should the consultant recommend to meet this requirement?

Options:

A.

Enable sharing access to the Account to assign any active territory to opportunities.

B.

Use default Sales Territories to assign any active territory to the opportunity.

C.

Update the profile with the Manage Territory permission.

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Questions 43

Universal Containers (UC) deployed Sales Cloud 3 months ago to the North American sales teams. One of the reasons UC selected Sales Cloud is its mobile support which provides flexibility for sales reps.

How should the consultant assure UC's management that Sales Cloud is being successfully adopted on mobile devices?

Options:

A.

Report on the opportunity records created on a mobile device.

B.

Download the Login History report and filter by device type.

C.

Review the user profiles for mobile device permissions.

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Questions 44

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?

Options:

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.

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Questions 45

Sales reps at Cloud Kicks are responsible for creating leads manually and uploading leads. The marketing department has noticed that some leads are missing important information.

Which functionality should the consultant apply to ensure that the main fields are populated?

Options:

A.

Path with key fields

B.

Required fields

C.

Screen flows

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Questions 46

Cloud Kicks has recently hired a new inside sales team. Management wants to ensure that steps in the sales process are clear and adhered to by the team. Each step must have clear guidelines, support materials, and coaching tips.

What should the consultant recommend to support the new sales team and management?

Options:

A.

Create validation Rules on the Opportunity Stage field.

B.

Create a flow paired to each of the Opportunity stages.

C.

Create a Path on the Opportunity object.

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Questions 47

Universal Containers (UC) notices a large increase in leads created overnight which exceed the daily limits. Upon examination, the leads appear to

be created by bots. UC uses a standard Web-to-Lead form without safeguards in place to limit spam on forms.

What should the consultant recommend as the first line of defense before republishing the form?

Options:

A.

Use a custom Web-to-Lead alternative with built-in protection.

B.

Use an AppExchange package with custom Web-to-Lead handling.

C.

Select Require reCAPTCHA Verification in Web-to-Lead settings.

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Questions 48

A consultant has successfully deployed Sales Cloud at Cloud Kicks.

What is the final step in completing an engagement?

Options:

A.

Activate users in the system.

B.

Validate the implementation.

C.

Obtain stakeholder sign-off.

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Questions 49

Northern Trail Outfitters published detailed activity measures for its sales teams 6 months ago. The VP of sales has noticed that the number of sales activities reps have logged has increased to meet the new standards, but the actual number of booking activities remains low. The VP suspects that sales reps misunderstand the activity measures process.

What should the consultant recommend?

Options:

A.

Deploy Sales Engagement and use Cadences.

B.

Train the reps on targeted interactions.

C.

Reevaluate Opportunity stages.

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Questions 50

During the last requirements meeting, Cloud Kicks team members said they will be attending a conference next week.

What should a consultant do in response to this news?

Options:

A.

Use the downtime to develop User Acceptance Testing (UAT) scripts.

B.

Update the project plan and communicate it to stakeholders.

C.

Ask the client to sign off on requirements and start the Build phase.

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Questions 51

Cloud Kicks has a large remote sales department working in many different locations. Management wants greater visibility into the opportunities in progress with their respective teams. They also

want to receive emails when opportunities reach key metrics (for example, stage progression) or a high probability. However, they want to control the frequency of their emails.

Which solution should a consultant recommend?

Options:

A.

Subscribe to Chatter Feed Tracking to receive updates.

B.

Define a record-triggered flow when the stage is updated to new values.

C.

Create a report filtering for the criteria and allow managers to subscribe to the report.

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Questions 52

The sales department at Cloud Kicks is growing quickly. New sales executives want to prioritize interacting with contacts who make or influence the decision to purchase Sales Cloud.

What should the consultant recommend to document the decision- makers and influencers?

Options:

A.

Update Primary Contact on all Opportunities.

B.

Use Contact Roles on the Opportunity object.

C.

Create @ report showing Contacts with executive job titles.

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Questions 53

Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has closed the most deals in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few

of them.

Which action can forecast managers perform?

Options:

A.

Share the forecast with any Sales Cloud user.

B.

Add territory forecast to the hierarchy.

C.

Add a Forecasts tab to the Sales app.

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Questions 54

Universal Containers (UC) is going to kick off a Sales Cloud implementation project next month. In preparation for discovery workshops with the business stakeholders, the project manager has

asked for a list of key topics the team wants to ask the client about prior to the workshop.

Which topics will help the team get to know UC better?

Options:

A.

Goals, values, Initiatives, strategies, and obstacles

B.

Specific, measurable, achievable, relevant, and time-bound

C.

Budget, authority, need, and time

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Questions 55

Universal Containers has been using Sales Cloud for the last 5 years to manage leads, accounts, contacts, and opportunities.

The SVP of sales recently attended a conference and learned about Sales Cloud Einstein features. The SVP is very interested in Einstein Lead Scoring and Einstein Deal Insights. The SVP hired a consultant to create an implementation immediately.

Which step should the consultant take first?

Options:

A.

Run the Einstein Readiness Assessor in a sandbox.

B.

Enable Einstein Activity Capture In a developer org.

C.

Enable both Einstein features In production.

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Questions 56

Each product engineer at Cloud Kicks supports a specific product line. There are five product lines. While sales reps sell all of the company’s product lines, sales management wants the appropriate product engineer to be able to automatically view any new Opportunity for their particular product line with Read-Only rights.

What should the consultant do to meet the requirement?

Options:

A.

Enable Default Account Teams for each product line.

B.

Enable Default Opportunity Teams for the Opportunity.

C.

Create criteria-based opportunity sharing rules for each product line.

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Questions 57

It is challenging for the sales operations team to provide Universal Containers with accurate and insightful reports due to the poor quality and high volume of Account, Contact, and Lead data. As

the team performs data cleansing, productivity has been impacted, leading to inefficiency and low adoption.

What should the consultant do first?

Options:

A.

Install and configure a data cleansing app from AppExchange.

B.

Create a data management plan and a data quality dashboard.

C.

Use Duplicate Rules to identify and report data quality issues.

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Exam Name: Certified Salesforce Sales Cloud Consultant (WI25)
Last Update: Apr 3, 2025
Questions: 190
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