Free CERTIFIED-SALES-CLOUD-CONSULTANT – Salesforce CERTIFIED-SALES-CLOUD-CONSULTANT Practice Test Question

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• ○ Schedule a custom forecast report to run weekly and store the results in a custom report folder.
• ○ Create a reporting snapshot to run weekly and store the results in a custom object.
• ○ Create a reporting snapshot to run daily and store the results in a custom object.
• ○ Schedule a custom forecast report to run daily and store the results in a custom report folder.

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• ○ Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull the value from the Contact object.
• ○ Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object.
• ○ Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two fields for conversion. Use a trigger to update the Contact field with the Account value.
• ○ Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull the value from the Account object.

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• ○ 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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• ○ 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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• ○ Set Account to Public Read Only, and Opportunity to Public Read Only.
• ○ Set Account to Public Read/Write, and Opportunity to Private.
• ○ Set Account and Opportunity to Private.
• ○ Set Account to Public Read Only, and Opportunity to Controlled by Parent.

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• ○ Create a role-based sharing rule to share all Accounts with the Sales Operations and Renewals roles.
• ○ Create a criteria-based sharing rule to share Accounts with the Sales Operations and Renewals public groups.
• ○ Add Renewals and Sales Operations team members to a sales user's default Opportunity team.
• ○ Create Renewals and Sales Operations Account team member roles and have Sales allocate Account team members to the appropriate users.

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• ○ Access to child Account will need to be manually added.
• ○ The user will have access to child Account records.
• ○ Access can be granted by setting up a sharing rule via Account Hierarchy.
• ○ The user will have access to all Accounts if ג€Grant Access using Hierarchiesג€ is enabled.

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• ○ Use Process Builder to send a time-based notification email.
• ○ Create a Lead escalation rule with criteria "Lead created date NOT equal to TODAY" and "Status equals new."
• ○ Create a dynamic report for sales representatives to subscribe to.
• ○ Create a Lead list view filtered for "Lead created date NOT equal to TODAY" and "Status equals new."

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• ○ Create a custom quick action that creates new records.
• ○ Override the standard Convert button with a custom Lightning Component.
• ○ Enable the customized lead conversion setting from Setup.
• ○ Utilize workflow rules to create records.

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• ○ Sync recurring events created in the Salesforce mobile app with Microsoft or Google Calendar.
• ○ Associate emails with records in Salesforce from Outlook or Gmail.
• ○ Report on contact data as it exists in Outlook or Gmail.
• ○ Sync non-recurring events between Microsoft or Google Calendar and Salesforce.

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• ○ Create two approval processes, one for the RSM, and one for the RVP.
• ○ Create a process with Process Builder to automatically submit approval for discounts of 5% or larger.
• ○ Create a two-step approval process for the RSM and RVP as approvers.
• ○ Configure a Process Builder approval task and email to notify the RSM and RVP.

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• ○ Salesforce-to-Salesforce
• ○ Workflow rules with email alerts
• ○ Salesforce Connect
• ○ Platform Events

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• ○ Add the Sharing button to the page layout so sales reps can share Contacts as needed.
• ○ Use Apex Managed Sharing to automatically share any new Contacts.
• ○ Change the Contact OWD to Private and create sharing rules to grant visibility.
• ○ Set up Account Teams with defaults for each sales rep.

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• ○ The close date regardless of the opportunity stage
• ○ The current exchange rate regardless of the close date
• ○ The close date only when the stage is closed
• ○ The exchange rate at the time the opportunity is closed

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• ○ Track manual changes in a spreadsheet.
• ○ Use Salesforce DX with Visual Studio to deploy changes.
• ○ Utilize change set tool dependency management.
• ○ Leverage cloud-based Git version control to deploy changes.

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• ○ Use Process Builder to create product-specific sales processes.
• ○ Define Opportunity Teams for each product line.
• ○ Create Opportunity record types for each product line.
• ○ Implement sales processes that map to each Opportunity record type.

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• ○ One record type
• ○ Three record types
• ○ Three sets of opportunity stages
• ○ One set of opportunity stages

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• ○ Enable Automated Account Fields in Setup.
• ○ Build a weekly data update from in-house systems to refresh data in Salesforce.
• ○ Use third party data set vices to update and add records to Salesforce.
• ○ Email the contacts and leads to obtain their current information.

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• ○ Deliver training.
• ○ Complete a post-mortem.
• ○ Upgrade to the latest Salesforce Release.
• ○ Sign off on the statement of work.

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• ○ Use Contact roles on the Opportunity object.
• ○ Add a multi-select picklist field on the Opportunity object.
• ○ Use a junction object between the Opportunity and Contact.
• ○ Add a contact lookup field to the Opportunity.

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• ○ Create an Opportunity History report for open pipeline Opportunities in a given date range.
• ○ Create training on how to use date filters on reports to compare pipeline for different date ranges.
• ○ Create a sales pipeline dashboard that includes filters for Opportunity date ranges.
• ○ Create a custom pipeline date range field and display it on the Forecasting tab.

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• ○ Discovery
• ○ Challenge Framing
• ○ Design Direction

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• ○ Analyze the Setup Audit Trail to determine the number of logins per day.
• ○ Install the Salesforce Adoption Dashboard from AppExchange.
• ○ Create and subscribe to a custom report of active users by role

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• ○ Conduct a knowledge transfer with the admin.
• ○ Suggest that CK purchase a support agreement.
• ○ Recommend that the admin attend Salesforce instructor-led training.