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Salesforce Certified Sales Cloud Consultant Sample Questions (Q51-Q56):
NEW QUESTION # 51
The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks.
The sales team needs to create
and edit leads, contacts, and opportunities with ease.
Which feature should the consultant recommend the sales team use?
- A. Lightning Mobile Component
- B. Einstein Activity Capture
- C. Smart Actions
Answer: C
Explanation:
Smart Actions streamline data entry and common tasks in the Salesforce mobile app, allowing users to quickly create and edit records such as leads, contacts, and opportunities. These actions provide a simplified and intuitive interface tailored for mobile use, enhancing productivity and usability for the sales team. By utilizing Smart Actions, Cloud Kicks' sales team can efficiently manage their tasks on the go without needing to navigate complex forms or screens.
NEW QUESTION # 52
Cloud Kicks has completed the discovery stage and leadership has aligned on the project's business goals.
What should the consultant formalize with stakeholders before moving on to the next project stage?
- A. Create user stories to present for prioritization.
- B. Onboard team members to start development of the solution.
- C. Define key metrics to identify how success will be measured.
Answer: C
Explanation:
Before advancing from the discovery phase, it's essential to have a clear understanding of how success will be evaluated. By formalizing key metrics with stakeholders, Cloud Kicks can ensure that all parties agree on what constitutes project success. This step aligns with Salesforce best practices, as it helps maintain focus on business goals throughout the project lifecycle and provides measurable benchmarks for tracking progress and outcomes.
The Salesforce project management guidelines emphasize that defining metrics at this stage is critical to guiding the implementation process, assessing the impact of Sales Cloud, and ensuring alignment between the solution and business objectives.
NEW QUESTION # 53
The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts and wants to merge them.
What should the consultant explain to the team about merging Person Accounts?
- A. They can be merged with contact records.
- B. They can be merged with any type of Account.
- C. They can be merged with other Person Accounts.
Answer: C
Explanation:
In Salesforce, Person Accounts are designed to represent individual customers rather than businesses. When it comes to managing duplicates, Person Accounts can only be merged with other Person Accounts. This is because Person Accounts have a unique structure that combines attributes of both Accounts and Contacts into a single record, making them incompatible for merging with standard Business Accounts or Contact records directly.
Here's a breakdown:
* Merge Process for Person Accounts: Salesforce provides a native merging feature specifically for Person Accounts. This process allows duplicate Person Accounts to be combined, with the primary account retaining essential data while duplicates are consolidated.
* Limitations: Person Accounts cannot be merged with standard Business Accounts or standalone Contacts due to differences in record structure and usage.
For further guidance on merging Person Accounts, Salesforce provides instructions in the Merging Accounts documentation, which outlines how to use the merge feature specifically for Person Accounts.
NEW QUESTION # 54
Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas.
Which solution should a consultant recommend?
- A. Configure Quotas with a Product family report and add necessary fields.
- B. Create a joined report with closed Opportunities, Forecasting Items, and Quotas.
- C. Create a custom report type with Forecasting Quotas and Forecasting Items.
Answer: C
Explanation:
To meet Cloud Kicks' need for reports and dashboards showing Opportunity Forecast by Product Family alongside team Quotas, creating a custom report type that includes Forecasting Quotas and Forecasting Items is the most effective solution. This approach allows the sales managers to report on forecasts segmented by product family while also incorporating team quotas, providing a comprehensive view of performance against targets. Custom report types can pull data from multiple objects, enabling the creation of detailed and tailored reports that can feed into dashboards for easy tracking and visualization.
For more information on creating custom report types, refer to Salesforce documentation: Custom Report Types Guide.
NEW QUESTION # 55
Northern Trail Outfitters launched Salesforce for its EMEA subsidiary 3 months ago and wants to gain insight into usage.
Which option should a consultant recommend to meet this requirement?
- A. Analyze the Setup Audit Trail to determine the number of logins per day.
- B. Install the Salesforce Adoption Dashboard from AppExchange.
- C. Create and subscribe to a custom report of active users by role.
Answer: B
Explanation:
For organizations like Northern Trail Outfitters looking to gain insight into user adoption, the Salesforce Adoption Dashboard from the AppExchange provides a comprehensive and customizable solution. This dashboard offers key metrics, such as login frequency, feature usage, and data quality indicators, allowing stakeholders to monitor and analyze how users are interacting with Salesforce.
The dashboard offers visual insights into adoption trends and user behavior across different roles and regions, enabling administrators to identify areas where additional training or support might be needed. By tracking usage metrics, Northern Trail Outfitters can proactively address any challenges in user adoption and ensure that users are effectively leveraging Salesforce for their daily operations.
References: Salesforce AppExchange offers various adoption dashboards that are pre-configured for tracking key metrics, making it easier for organizations to assess and enhance user engagement with the platform.
NEW QUESTION # 56
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