Salesforce Certified Sales Cloud Consultant

Question - 20 Maximum mark : - 36

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Salesforce Certified Sales Cloud Consultant

Northern Trail Outfitters has Advanced Currency Management enabled and needs reports that span time periods when the exchange rate was different. What is the converted amount based on in this scenario?

On exchange rates that use the oldest entry ✘ On the exchange rates entered in the opportunity ✘ On exchange rates that use the most current entry ✘ On the historical exchange rate associated with the close date ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

Northern Trail Outfitters uses a third-party application for credit ratings. An external web-based credit application has to be launched from a customer's account record in Salesforce. The application uses a credit ID on the account object. What should be created to meet this requirement?

A workflow rule to launch the product fulfillment application and pass the credit ID ✘ A custom button that calls an Apex trigger to launch the credit application and pass the credit ID ✘ A custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID ✘ A formula field that uses the hyperlink function to launch the credit application and pass the credit ID ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

Universal Containers is planning to implement Salesforce Sales Cloud to support its professional services division. The Universal Containers sales team wants to easily see customer purchasing activity on account, contact, and contract detail pages. What should a consultant recommend to meet this requirement?

Enable Salesforce Console for Sales to see customer purchasing activity. ✘ Create a custom object related to the account, contact, and contract objects. ✘ Enable the Orders object in Salesforce to track customer purchases. ✘ Create a global publisher action to view all customer purchasing activity. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

What should a consultant recommend to show a dashboard with forecast by product family with quotas?

Build a joined report with closed opportunities, forecasting items, and quotas. ✘ Create an analytic snapshot to capture the opportunity forecast. ✘ Customize quotas with product report, and add necessary fields. ✘ Build a custom report type with forecasting quotas and forecasting items. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle. Which solution should a consultant recommend to meet these business requirements?

Create different record types and sales processes for each line of business, and use workflow field updates to assign stages. ✘ Create different record types and sales processes for each line of business, and assign different stages to each page layout. ✘ Create different record types and sales processes for each line of business, and assign different page layouts to each record type. ✘ Create different record types and sales processes for each line of business, and assign different sales processes to each page layout. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

Northern Trail Outfitters is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its email templates are retained. What should be recommended for a successful migration?

Create an email template change set or use the Lightning Platform. ✘ Manually recreate the email and mail merge templates in Salesforce. ✘ Enable Email to Salesforce before sending email templates to Salesforce. ✘ Enable Email-to-Case and use the Import Wizard. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

Universal Containers has automated the process of creating new account records in Salesforce. All account records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. Universal Containers is now seeing performance issues when it makes any changes to account sharing rules. What can Universal Containers do to address the issue without changing its integration?

Ensure that the generic user has NOT been assigned to a role. ✘ Ensure that the generic user has the Modify All Data permission. ✘ Contact Salesforce support to add an index to the account object. ✘ Set the organization-wide defaults for accounts to public read/write. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

Universal Containers uses a custom object named "Analysis", which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones. What should a consultant recommend to meet this requirement?

Create a custom object tab. ✘ Create an Action. ✘ Create a Visualforce page. ✘ Create a related list button. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

Universal Containers is moving from a legacy customer relationship management (CRM) system to Salesforce Sales Cloud. What should a consultant recommend to ensure a successful implementation?

Review the current system with all levels of users to understand their requirements. ✘ Review the current system with IT management to understand their requirements. ✘ Review the current system with executive management to understand their requirements. ✘ Review the current system and configure Sales Cloud to work in the same way. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

10.

Universal Containers sells two product lines that each use a distinct selling methodology. Additionally, each product line captures different information that is used to sell the products. What should a consultant recommend to support selling the two product lines?

Create two page layouts and two sales processes; assign them to the respective product lines to collect relevant information. ✘ Create one page layout, two sales processes, and validation rules to capture relevant opportunity information. ✘ Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line. ✘ Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

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