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Sales-Cloud-Consultant – Certified Salesforce Sales Cloud Consultant

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Showing 1–3 of 20 questions

Question 1

Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has dosed 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 two actions can forecast managers perform?

Choose 2 answers

Select all that apply, then click Submit answer.

  • ○

    Add territory forecast to the hierarchy.
  • ○

    Add a Forecasts tab to the Sales app.
  • ○

    View the territory forecasts as a single-page summary.
  • ○

    Share the forecast with any Salesforce user.
Question 2

Universal Containers (UC) has acquired another company that uses Salesforce and is migrating its legacy email alerts, and approval processes.

Which two steps should the consultant perform to maintain data integrity?

Choose 2 answers

Select all that apply, then click Submit answer.

  • ○

    Enable the Create Audit Fields permission to insert historically accurate records.
  • ○

    Use the Salesforce Approval Process clone feature to migrate approval processes.
  • ○

    Merge the legacy Salesforce org into UC's Salesforce org and migrate the approval processes.
  • ○

    Insert users, and then migrate email alerts and approval processes into UCs Salesforce org.
Question 3

Sales representatives at Northern Trail Outfitters are creating opportunities after they are closed/won.

Sales management is concerned that pipeline and forecasting reports are inaccurate because of this.

Which two solutions should resolve this issue? (Choose two.)

Select all that apply, then click Submit answer.

  • ○

    Create a report that displays opportunities that have a closed date less than or equal to the created date.
  • ○

    Create a workflow rule that automatically updates the opportunity to the first stage in the sales process.
  • ○

    Use a workflow rule to email sales management when the opportunity is created in the closed/won stage.
  • ○

    Run the opportunity pipeline standard report to view the upcoming opportunities by stage.