Salesforce Certified Sales Cloud Consultant Sample Questions:

1. Universal Containers has implemented Salesforce for all of its sales reps. All sales reps are required to select the win or loss stage on every closed opportunity. Managers like to measure the win ratio for all of the sales reps.
How should a consultant meet the requirement?

A) Build a custom report on Opportunity with custom summary formulas to show win ratio.
B) Ensure that all managers have access to the standard Win report.
C) Create 3 custom formula field on Opportunity to capture the win ratio for opportunities.

2. The sales director at Cloud Kicks wants to enable Person Accounts in its org. The sales director asked a consultant to evaluate the solution and present it to the sales team.
What should the consultant consider when evaluating Person Accounts?

A) Enabling Person Accounts is irreversible.
B) Person Accounts must have at least two record types.
C) Enabling Person Accounts requires a Public Read/Write sharing model,

3. Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org.
Which action should the consultant recommend?

A) Export the data from the competitor's system and merge it into Ck's org.
B) Conduct discovery sessions and document existing business practices for each company.
C) Hold a kickoff meeting with the CK stakeholders.

4. The Cloud Kicks pipeline and forecasting reports are inaccurate because sales reps are creating opportunities after they are already closed won. Sales management wants visibility into how often the sales reps are creating these types of opportunities.
Which solution should the consultant recommend?

A) Configure a report that displays opportunities that have an earlier closed date then created date.
B) Implement automation to update the opportunity to the first stage in the sales process.
C) Run the Opportunity Pipeline standard report to view the upcoming opportunities by stage.

5. The sales director at Cloud Kicks wants to prevent users from viewing each other's Opportunities but wants them to check to see that the Account already exists prior to creating a new Account.
Which organization-wide default should the consultant recommend?

A) Set Account and Opportunity to Public Read Only.
B) Set Account to Public Read Only and set Opportunity to Private.
C) Set Account to Public Read Only and use & criteria-based sharing rule on Opportunity.

Solutions: