Certified Sales Cloud Consultant V3

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...

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?A . Set organization-wide defaults for Accounts and...

Annual sales numbers change depending on renewal periods and new products. Sales managers at Universal Containers (UC) want to emphasize the importance of customer retention when prioritizing the pipeline and customer engagement for the sales team. Which metric should the consultant recommend to help UC emphasize the importance of customer...

Cloud Kicks (CK) recently completed the first phase of its Sales Cloud implementation. In the next phase, one factor that consultants are considering is whether any of CK's 500 sales agents are using a mobile device or a browser to access Salesforce. What should the consultants do to efficiently analyze...

Cloud Kicks maintains products and price books on an external platform due to the high frequency of product pricing changes. Sales managers want to monitor pipeline by sales rep and track team revenue to goal in Sales Cloud. What should the consultant do to meet the requirement?A . Implement Opportunity...

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?A . Include the Forecast Manager field on the Account page layout.B . Assign a Forecast Manager to each region.C . Assign a role...

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?A . Design DirectionB . DiscoveryC . Challenge FramingView AnswerAnswer: B Explanation:...

The admin at Cloud Kicks recently implemented Sales Cloud and needs to understand the adoption of Lightning Sales Console. What should a consultant recommend to analyze adoption?A . Run the Salesforce Optimizer.B . Open the Lightning Usage App.C . Create a custom report.View AnswerAnswer: B Explanation: The Lightning Usage App...

The sales director at Universal Containers wants to ensure that a custom field on the Lead object is excluded from Einstein Lead Scoring. How should the consultant meet the requirement?A . Clear the custom field values on Lead records.B . Omit the custom field from the Scoring Model.C . Remove...

The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office. What should a consultant recommend?A . Enable Conversions for the Salesforce mobile app In Lead Conversion settings.B . Create a Global Action to convert leads via the Salesforce mobile app.C ....