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Salesforce Certified Sales Cloud Consultant Sample Questions:

1. Cloud Kicks (CK) frequently works with contractors for marketing focus groups. These contractors change companies often, and CK wants to retain its company history through Accounts.
What should the consultant recommend?

A) Use a custom object to represent the previous companies.
B) Implement Person Accounts to represent the relationship.
C) Implement the Contacts to Multiple Accounts feature.

2. Some of the large accounts at Northern Trail Outfitters have many contacts. Sales reps want to see how these contacts relate to each other and understand the reporting structure.
Which feature should the consultant recommend to meet this requirement?

A) Contact Roles
B) Contacts to Multiple Accounts
C) Contact Hierarchy

3. Cloud Kicks is implementing Sales Territories for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.
What should the consultant recommend?

A) Include the Forecast Manager field on the Account page layout.
B) Assign a role for each manager in the user role hierarchy.
C) Assign a Forecast Manager to each region.

4. Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts.
The organization-wide default for Accounts is Private.
Which factor should the consultant consider when updating the sales territories and Account owners?

A) The organization-wide default should be set to Public before the update can be performed.
B) The operations team can defer sharing calculations to decrease the risk of lock errors during the data update.
C) The Salesforce recycle bin needs to be emptied prior to realignment.

5. A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that has a public sharing model for Accounts. Different sales reps own local accounts that create a multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities and the revenue value for all accounts in the hierarchy when viewing a parent account.
Which recommendation meets this requirement?

A) Create a roll-up summary field on the Account with the total value of won opportunities from the child accounts.
B) Configure after-save flow to update a custom field on the parent account with the total value of won opportunities from the child accounts.
C) Reference the revenue totals on the parent accounts in the Account Hierarchy view.

Solutions: