Free Sales-Cloud-Consultant – Certified Salesforce Sales Cloud Consultant Practice Test Question

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  Add territory forecast to the hierarchy.

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  Add a Forecasts tab to the Sales app.

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  View the territory forecasts as a single-page summary.

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  Share the forecast with any Salesforce user.

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

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

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

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

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

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

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

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

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  User Profiles with Read access to Accounts must also have Read access to Contacts.

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  At least one Record Type should be created for Accounts.

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  The CK customer portal must be disabled to allow Person Account self-registration in the future.

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  The organization-wide default sharing is set so either Contact is Controlled by Parent or both Account and Contact are Private.

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  The organization-wide default for both Accounts and Contacts should be set to Public Read/Write.

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  Dynamic dashboards require users to follow each component.

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  Dynamic dashboards allow all users to view data as any user.

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  Dynamic dashboards must be manually refreshed.

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  Dynamic dashboards must be saved in public or shared folders.
  
  

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  Sales reps

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  Executives

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  Finance team

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  Sales operations

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  Change Account organization-wide defaults to Private.

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  Enable Account Teams to allow owners to grant Read/Write access.

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  Create an Account sharing rule to grant Read/Write access to all Accounts.

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  Change Account organization-wide defaults to Public/Read-Only.

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  Extracts organization and configuration metadata

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  Prevents importing duplicate records

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  Exports field history data

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  Runs one-time or scheduled data loads

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  Check Sales Cloud Einstein permission set assignments.

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  Validate the Connected App Details.

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  Verify Integration User Profile Details

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  Reconfigure the Einstein Lead Scoring app.

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  Use Flow Builder for capturing Account details, design an element to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

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  Use Process Builder for capturing Account details, design workflow rules to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

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  Use Process Builder for capturing Account details, design nodes to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

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  Use Flow Builder for capturing Account details, define Account assignment rules to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

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  Use Process Builder for capturing Account details, define Account assignment rules to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.
  
  

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  Enable Collapsible Sections for the Invoice related list

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  Move the invoice related list to a separate tab on the Lightning page.

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  Convert the Invoice object into a lookup relationship.

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  Enable indexing on all visible fields on the invoice related list.

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  Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.

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  Create different record types and sales processes for each line of business, and assign different stages to each page layout.

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  Create different record types and sales processes for each line of business, and assign different page layouts to each record type.

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  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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  Create formula fields on Opportunity and Activity.

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  Install an AppExchange app for tracking Lead conversion.

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  Build a report on Opportunities and Activities.

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  Build a report on Leads and Activities.

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  Create Mater-Detail on Contact.

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  Create Master-Detail on Account.

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  Create External ID on Contact.

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  Create External ID on Account.

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  Create an Auto launched flow to determine if required fields are missing.

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  Mark the fields as required on the Page layout.

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  Customize Path and create validation rules dependent on stages.

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  Configure Path by checking the Key Field Required checkbox.

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  Ask the client to sign off on requirements and start the build.

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  Update the solution design while the team is out of the office.

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  Set up two requirements workshops for the following week.

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  Update the project plan and communicate it to stakeholders.

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  Create Salesforce users for the marketing team so they can enter leads directly Into Salesforre.

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  Recommend an integration with the marketing platform that creates leads in Salesforce,

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  Recommend an integration with the marketing platform to Salesforce that generates tasks with lead information.

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  Create a report of Salesforce leads and compare it with marketing data on a regular basis.

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  My team's opportunities

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  My team-selling and my opportunities

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  My collaborative opportunities

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  My team-selling shared opportunities
  
  

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  Modify a report based on KPIs.

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  Set up a dashboard with the KPI reports.

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  Set up a Path based on the KPIs.

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  Install a KPI Tracker app from the AppExchange.

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  Implement Web-to-Lead to create Leads in Salesforce from the Cloud Kicks website.

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  Implement Salesforce Connect to create Leads in Salesforce from the Cloud Kicks website.

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  Implement the SOAP web service API to send Leads from the Cloud Kicks website to Salesforce.

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  Implement the REST web service API to send Leads from the Cloud Kicks website to Salesforce.