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Certified Sales Cloud Consultant
Certified Sales Cloud Consultant Exam

The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly.
What should be recommended?

  1. Schedule a custom forecast report to run weekly and store the results in a custom report folder.
  2. Create a reporting snapshot to run weekly and store the results in a custom object.
  3. Create a reporting snapshot to run daily and store the results in a custom object.
  4. Schedule a custom forecast report to run daily and store the results in a custom report folder.

Answer(s): B



Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met?

  1. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull the value from the Contact object.
  2. Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object.
  3. Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two fields for conversion. Use a trigger to update the Contact field with the Account value.
  4. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull the value from the Account object.

Answer(s): D



Universal Containers is preparing for the launch of its new Sales Cloud implementation to a global user base. With previous sales automation applications, the company had slow adoption of the new solution.
Which three Sales Cloud deployment factors should be considered to help ensure adoption? (Choose three.)

  1. Maintenance release schedule
  2. Management communications
  3. Sales rep quota targets
  4. Type of training delivered
  5. Training in local language

Answer(s): B,D,E



Sales management at Universal Containers wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers.

Which two solutions should a consultant recommend to help product managers engage in sales deals? (Choose two.)

  1. Use Process Builder to create a chatter post.
  2. Use an assignment rule to notify product managers when opportunities are updated.
  3. Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals.
  4. Create a Chatter group to share product information with the sales team, product managers, and customers.

Answer(s): A,D




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