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Salesforce Certified Sales Cloud Consultant Sample Questions (Q147-Q152):
NEW QUESTION # 147
Sales management at Universal Containers is concerned that pipeline and forecasting reports are inaccurate because sales representatives are creating opportunities after they are closed/won. Which two solutions will help sales management identify and address the issue? (Choose two.)
- A. Create a report that displays opportunities that have a closed date less than or equal to the created date.
- B. Run the opportunity pipeline standard report to view the upcoming opportunities by stage.
- C. Create a workflow rule that automatically updates the opportunity to the first stage in the sales process.
- D. Use a workflow rule to email sales management when the opportunity is created in the closed/won stage.
Answer: A,D
NEW QUESTION # 148
Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a desiccated sales engineer. The sales engineer will need access to their assigned sales representatives' accounts and opportunities.
What should a consultant recommend to meet this requirement?
- A. Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers.
- B. Enable account teams selling and have each sales representative configure their default teams.
- C. Create a trigger to add the sales engineers to their sales representatives' account and opportunity teams.
- D. Create criteria-based sharing rules to share the accounts and opportunities with sales engineer.
Answer: B
NEW QUESTION # 149
Cloud Kicks has 12 stages m its sales process. The probability of winning the sale must be indicated. The sales manager uses sales stages and probability for forecasting. The sales manager wants a condensed summary of the forecasts without affecting the sales team.
Which approach should a consultant recommend to streamline forecast reporting?
- A. Align forecast categories to multiple opportunity stages and report on forecast category.
- B. Reduce the number of opportunity stages and report on probability.
- C. Align opportunity stages with probability and use collaborative forecasts for reporting.
- D. Create a custom object to be used in forecast reporting.
Answer: A
NEW QUESTION # 150
Cloud Kicks recently completed an implementation of Sales Cloud. CK has trained its users to use the Salesforce Mobile app to access Salesforce from their mobile devices and wants to determine how often the Salesforce Mobile app is being used. What should the consultant recommend?
- A. Create a custom report type between users and Identity Event Logs
- B. Create a custom report type between users and Mobile activity
- C. Open a case with Salesforce
- D. Use the Lightning Usage app to view Mobile activity
Answer: C
NEW QUESTION # 151
The Sales Cloud implementation at Cloud Kicks (CK) is now live.
End user training is complete. IT stakeholders have signed off on the technical aspects of the project. The CK admin continues to call the consultant with questions about the sales process.
What should the consultant do?
- A. Recommend that the admin attend Salesforce instructor-led training.
- B. Conduct a knowledge transfer with the admin.
- C. Suggest that CK purchase a support agreement.
Answer: B
Explanation:
Since the Cloud Kicks admin continues to reach out with questions about the sales process, the consultant should facilitate a knowledge transfer session.
Key Points:
Knowledge Transfer Importance: A knowledge transfer ensures the admin understands the configurations, customizations, and rationale behind the implemented sales processes.
Empowerment: By thoroughly educating the admin, they become more self-sufficient and capable of supporting end-users effectively.
Tailored Learning: The session can address specific questions and scenarios relevant to CK, providing immediate value.
Post-Implementation Support: Knowledge transfer is a critical component of a successful implementation, ensuring long-term sustainability.
Salesforce Sales Cloud Reference:
Training and Adoption: Salesforce emphasizes the importance of training and knowledge sharing in its Adoption Best Practices.
Administrator Resources: Salesforce Administrator Resources
Why Options A and B are Incorrect:
Option A: Purchasing a support agreement may not provide the personalized assistance the admin needs and could incur unnecessary costs.
Option B: While formal training is beneficial, it may not address immediate concerns and is less personalized than a knowledge transfer session.
Conducting a knowledge transfer with the admin addresses their questions directly and ensures they have the necessary understanding to manage the sales process effectively.
NEW QUESTION # 152
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