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Salesforce Sales Cloud Consultant Certification Exam Questions

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Hey there, future sales superstar! Ready to dip your toes into the ocean of knowledge that is our Salesforce Sales Cloud Exams?

This little sample practice exam is like the appetizer before the main course – just a taste of what’s to come. Don’t worry, 🌟 we’ve cherry-picked some gems to make sure it’s as useful as a pocketful of sunshine! So buckle up and get ready to conquer those Salesforce Sales Cloud like a pro!


Questions from Salesforce Sales Cloud Consultant Certification 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?

  • A. Schedule a custom forecast report to run weekly and store the results in a custom report folder.
  • B. Create a reporting snapshot to run weekly and store the results in a custom object.
  • C. Create a reporting snapshot to run daily and store the results in a custom object.
  • D. Schedule a custom forecast report to run daily and store the results in a custom report folder.

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?

  • A. 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.
  • B. 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.
  • C. 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.
  • D. 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.

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.)

  • A. Maintenance release schedule
  • B. Management communications
  • C. Sales rep quota targets
  • D. Type of training delivered
  • E. Training in local language
Salesforce Sales Cloud
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Universal Containers uses a custom object named `Analysis`, which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones.
What should a consultant recommend to meet this requirement?

  • A. Create a custom object tab.
  • B. Create an Action. Most Voted
  • C. Create a Visualforce page.
  • D. Create a related list button.

Universal Containers is moving from a legacy customer relationship management (CRM) system to Salesforce Sales Cloud.
What should a consultant recommend to ensure a successful implementation?

  • A. Review the current system with all levels of users to understand their requirements. Most Voted
  • B. Review the current system with IT management to understand their requirements.
  • C. Review the current system with executive management to understand their requirements.
  • D. Review the current system and configure Sales Cloud to work in the same way.

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.)

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

Universal Containers wants to implement a website for a new product launch. The site should be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team.
Which solution should the consultant recommend?

  • A. Customer Community
  • B. Lightning Platform
  • C. Lightning Components
  • D. Salesforce Mobile Sites

The sales management team of Universal Containers has noticed that opportunities are taking longer to close.
Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days.

Which two reporting tools can the sales management team leverage to help determine the cause? (Choose two.)

  • A. Dashboard of month-over-month trend of lead conversions
  • B. Report on campaign return on investment (ROI)
  • C. Report on the discount approval time for quotes
  • D. Dashboard of opportunity stage duration

A consultant is recommending Salesforce Console for Sales to Northern Trail Outfitters to improve sales productivity in inside sales.
Which two use cases support this recommendation? (Choose two.)

  • A. Need to chat with customers in real time with Chatter
  • B. Need to prioritize search results for contacts and opportunities
  • C. Need to view the caller ID on screen and quickly make calls with one click
  • D. Need to add notes quickly while talking to the client
Salesforce Sales Cloud Consultant Certification Exam Questions

Northern Trail Outfitters has Advanced Currency Management enabled and needs reports that span time periods when the exchange rate was different.
What is the converted amount based on in this scenario?

  • A. On exchange rates that use the oldest entry
  • B. On the exchange rates entered in the opportunity
  • C. On exchange rates that use the most current entry
  • D. On the historical exchange rate associated with the close date
Salesforce Reports and Dashboards Salesforce Data Management Salesforce Integration Salesforce Best Practices Change Management Customer Relationship Management (CRM) Salesforce Sales Cloud

Northern Trail Outfitters uses a third-party application for credit ratings. An external web-based credit application has to be launched from a customer’s account record in Salesforce. The application uses a credit ID on the account object.
What should be created to meet this requirement?

  • A. A workflow rule to launch the product fulfillment application and pass the credit ID
  • B. A custom button that calls an Apex trigger to launch the credit application and pass the credit ID
  • C. A custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID
  • D. A formula field that uses the hyperlink function to launch the credit application and pass the credit ID

Universal Containers is planning to implement Salesforce Sales Cloud to support its professional services division. The Universal Containers sales team wants to easily see customer purchasing activity on account, contact, and contract detail pages.
What should a consultant recommend to meet this requirement?

  • A. Enable Salesforce Console for Sales to see customer purchasing activity.
  • B. Create a custom object related to the account, contact, and contract objects.
  • C. Enable the Orders object in Salesforce to track customer purchases.
  • D. Create a global publisher action to view all customer purchasing activity.
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Management at Northern Trail Outfitters wants to see forecast numbers by all sales representatives and by multiple product groups.
Which two actions should a consultant recommend to meet these requirements? (Choose two.)

  • A. Build a custom forecast report showing product groups.
  • B. Implement Collaborative Forecasting with quota attainment.
  • C. Build a forecast list view by product family group.
  • D. Implement Collaborative Forecasting with product family.

A consultant needs to migrate data in Sales Cloud and is considering using Data Loader.
What are two capabilities of this migration tool? (Choose two.)

  • A. Extract organization and configuration data
  • B. Prevent importing duplicate records
  • C. Run one-time or scheduled data loads
  • D. Export field history data

Northern Trail Outfitters gains sales leads at its annual trade show. Duplicate leads are generated when they are imported and already exist in the system.
What should be done to address the issue with duplicate leads?

  • A. Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported.
  • B. Upload the leads and click the “Find Duplicates” button for each of the leads to identify potential duplicate lead records.
  • C. Upload the leads using Data Loader and enable the “Find Duplicates” setting to prevent duplicate records.
  • D. Upload the leads using the Data Import Wizard and select the appropriate field to match duplicates against existing records.
Salesforce Implementation Salesforce Customization Sales Cloud Features

Universal Containers wants to implement a sales methodology that focuses on identifying customer’s challenges and addressing them with its offerings.
Which sales methodology is described above?

  • A. Direct selling
  • B. Solution selling
  • C. Target account selling
  • D. Relationship selling

What should a consultant recommend to show a dashboard with forecast by product family with quotas?

  • A. Build a joined report with closed opportunities, forecasting items, and quotas.
  • B. Create an analytic snapshot to capture the opportunity forecast.
  • C. Customize quotas with product report, and add necessary fields.
  • D. Build a custom report type with forecasting quotas and forecasting items.

Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle.
Which solution should a consultant recommend to meet these business requirements?

  • A. Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.
  • B. Create different record types and sales processes for each line of business, and assign different stages to each page layout.
  • C. Create different record types and sales processes for each line of business, and assign different page layouts to each record type.
  • D. Create different record types and sales processes for each line of business, and assign different sales processes to each page layout.

Sales representatives at Northern Trail Outfitters are creating opportunities after they are closed/won. Sales management is concerned that pipeline and forecasting reports are inaccurate because of this.
Which two solutions should resolve this issue? (Choose two.)

  • A. Create a report that displays opportunities that have a closed date less than or equal to the created date.
  • B. Create a workflow rule that automatically updates the opportunity to the first stage in the sales process.
  • C. Use a workflow rule to email sales management when the opportunity is created in the closed/won stage.
  • D. Run the opportunity pipeline standard report to view the upcoming opportunities by stage.
Salesforce Sales Cloud Salesforce Consultant

Sales directors at Northern Trail Outfitters (NTO) cannot see or update their teams’ forecasts. Sales representatives are constantly asked to provide the directors with their updated forecast information.
Which two methods should NTO use to correct how forecasts are managed? (Choose two.)

  • A. Create forecast Chatter groups where sales representatives can post and share their forecasts.
  • B. Configure weekly customized forecast reports and dashboards to be emailed to sales management. Most Voted
  • C. Enable override forecast permission in the Manager’s profile.
  • D. Create a forecast hierarchy and assign managers to the forecast manager role. Most Voted

Northern Trail Outfitters is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its email templates are retained.
What should be recommended for a successful migration?

  • A. Create an email template change set or use the Lightning Platform. Most Voted
  • B. Manually recreate the email and mail merge templates in Salesforce.
  • C. Enable Email to Salesforce before sending email templates to Salesforce.
  • D. Enable Email-to-Case and use the Import Wizard.

Universal Containers has automated the process of creating new account records in Salesforce. All account records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. Universal Containers is now seeing performance issues when it makes any changes to account sharing rules.
What can Universal Containers do to address the issue without changing its integration?

  • A. Ensure that the generic user has NOT been assigned to a role. Most Voted
  • B. Ensure that the generic user has the Modify All Data permission.
  • C. Contact Salesforce support to add an index to the account object.
  • D. Set the organization-wide defaults for accounts to public read/write.

Universal Containers sells two product lines that each use a distinct selling methodology. Additionally, each product line captures different information that is used to sell the products.
What should a consultant recommend to support selling the two product lines?

  • A. Create two page layouts and two sales processes; assign them to the respective product lines to collect relevant information.
  • B. Create one page layout, two sales processes, and validation rules to capture relevant opportunity information.
  • C. Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line.
  • D. Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type.

Which two solutions should a consultant recommend if a sales process requires opportunities to have associated product line items before moving the opportunity to the negotiation stage? (Choose two.)

  • A. Configure a validation rule that tests the Has Line Item and Stage fields for the correct condition.
  • B. Ensure that all sales representatives have access to at least one PriceBook when creating product lines.
  • C. Define a workflow rule that automatically defaults to a PriceBook and product line item when selecting the negotiation stage.
  • D. Configure the opportunity record types to enforce product line item entry before selecting the negotiation stage.

How is the campaign influence for opportunities impacted when a contact is associated to an opportunity in a contact role, if the influence timeframe for a campaign is 60 days?

  • A. All campaigns created within the last 60 days will be added to the campaign influence related list.
  • B. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
  • C. All contacts associated with campaigns will be added to the campaign influence related list.
  • D. Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report.

The members of an opportunity team at Universal Containers are working together to close an opportunity. The sales engineer on the team is having trouble keeping up with the active quote.
How can the sales engineer identify the opportunity’s active quote?

  • A. Reference the last modified date on the quotes.
  • B. Reference the synced quote field on the opportunity record.
  • C. Reference synced quote history on the opportunity.
  • D. Follow the opportunity’s quotes in Chatter.
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Northern Trail Outfitters (NTO) wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team. NTO currently has a private sharing model.
How should the documents be shared efficiently and securely?

  • A. Emailed to the sales team on the opportunity record
  • B. Uploaded to a library that is shared with the field sales organization
  • C. Uploaded to Salesforce Files and shared with the field sales organization
  • D. Uploaded to Salesforce Files from the opportunity record
Salesforce Sales Cloud

A lead sharing rule has been defined so that leads owned by the record owner are shared with the public group called `Sales team.`
Who will have access to these records, assuming that a private sharing model is in place on these objects and there are no sharing rules defined for those objects, when the lead is converted to an account, contact, and opportunity?

  • A. The record owner, all members of the public group, a public group called ג€Sales team,ג€ and anyone above any group member in the role hierarchy will be able to access the three records.
  • B. The record owner, all members of the public group, and a group called ג€Sales teamג€ will be able to access the three records.
  • C. The record owner will be the only person who is able to access the account, contact, and opportunity records.
  • D. The record owner and anyone above the record owner in the role hierarchy will be able to access the three records.

Resellers for Universal Containers need access to reports in the Partner Communities to help manage their opportunities.
How should Salesforce be configured to give resellers the correct level of access to reports?

  • A. Create the appropriate list views and report folders, and share with all partner users. Most Voted
  • B. Create a Chatter group that allows partners to post links to appropriate list views and reports.
  • C. Create the appropriate list views and report folders in the Partner Communities for all partner users.
  • D. Create a new tab in the Partner Communities to display the appropriate list views and report folders.

Channel sales representatives at Northern Trail Outfitters (NTO) need to push pre-qualified leads to their partners. Partners need the ability to access and update the leads assigned to them. To meet this requirement, NTO plans to implement lead management functionality.
Which solution should a consultant recommend?

  • A. Create a customized site where partners can self-register and access their leads.
  • B. Create a task for a partner when a new lead is created and assign the task to the partner in the Partner Community.
  • C. Configure a separate lead record type and page layout for the Partner Community.
  • D. Add the leads tab to the Partner Community and configure partner profiles to access leads.

Is the sales cloud consultant exam hard?

The difficulty of the Salesforce Sales Cloud Consultant exam depends on your background and preparation. Here’s the deal:

  • Conquering the Cloud: It’s no walk in the park. This certification is designed for consultants with a deep understanding of Salesforce Sales Cloud, so expect some challenging scenarios that test your ability to design and implement solutions.
  • Knowledge is Power: But fear not, brave adventurer! With enough dedication and studying, you can conquer this exam. Salesforce offers a ton of resources like Trailhead modules and practice exams to get you up to speed.
  • Experience Counts: Salesforce experience is a big plus. If you’ve already used Sales Cloud in the real world, you’ll have a head start understanding its features and functionalities.
  • Practice Makes Perfect: Don’t underestimate the power of practice exams. These will familiarize you with the exam format, question styles, and help you identify areas needing improvement.
Salesforce Sales Cloud

So, is it hard? Yes, it can be. But with the right preparation and resources, you can absolutely pass the Salesforce Certified Sales Cloud Consultant exam and become a certified Salesforce pro!


Exam Difficulty of Salesforce Sales Cloud

The road to becoming a Salesforce Sales Cloud Consultant can be exciting, but it’s no walk in the park. This certification validates your expertise in wielding the power of Salesforce Sales Cloud to design and implement customized solutions for organizations. Here’s a breakdown of some key points to consider:

  • Challenging but Achievable: The exam is designed for consultants with a solid understanding of Salesforce Sales Cloud. Expect scenarios that test your ability to solve problems and design effective solutions using the platform’s features.
  • Preparation is Key: Don’t fret! With dedication and studying, you can conquer this exam. Salesforce offers a treasure trove of resources like Trailhead modules and practice exams specifically designed for the Salesforce Sales Cloud Consultant exam.
  • Experience Pays Off: Real-world experience with Salesforce Sales Cloud gives you a significant advantage. Having used the platform firsthand gives you a deeper understanding of its functionalities and how they can be applied to solve real-world sales challenges.
  • Practice Makes Perfect: Don’t underestimate the power of practice exams. Taking practice exams familiarizes you with the exam format, question styles, and helps you identify areas that need more focus during your studies.

Passing Score of Salesforce Sales Cloud

The passing score for the Salesforce Sales Cloud Cloud Consultant exam is 68%. This means you need to answer at least 41 out of 60 questions correctly. Unfortunately, Salesforce doesn’t disclose passing percentages for their certifications, only the fixed passing score.

Salesforce Sales Cloud Exam Cost

The cost to take the Salesforce Sales Cloud Consultant exam is USD $200, plus any applicable taxes. There’s also a retake fee of USD $100 if needed. Be sure to check the Salesforce website for the latest information about exam fees.

Salesforce Sales Cloud Features

Buckle up, because the Salesforce Sales Cloud Consultant is here to turn your sales team into superheroes! This certification throws shade on basic CRM solutions and instead focuses on wizards (consultants, that is) who can craft a customized Salesforce Sales Cloud experience just for your organization.

Salesforce Sales Cloud

These wizards can cast spells (we mean, configure) all sorts of cool features to match your unique sales process. Think of it as your very own sales fortress built on the cloud!

Here’s a peek into their magic toolbox:

FeatureDescription
Sales Cloud EinsteinThis AI sidekick automates tasks like a tireless trainee, predicts future sales like a fortune teller, and generates insights to make your salespeople unstoppable.
Reporting and DashboardsForget boring spreadsheets! These visual tools are like crystal balls, giving you a clear view of key sales metrics and trends so you can identify opportunities faster than ever.
Data ManagementAccurate data is the fuel for your sales engine. These wizards ensure your data stays clean and organized, keeping your CRM running smoothly.
IntegrationsTired of data silos? Integrations connect Sales Cloud with other systems, creating a unified customer data hub – it’s like having a telepathic link to your customers!

But being a certified consultant is more than just wielding cool tech features. They also understand the secrets of CRM best practices, sales methodologies, and the art of change management – because even superheroes need a good coach to reach their full potential!


Conclusion

The Salesforce Sales Cloud Consultant validates an individual’s expertise in implementing Salesforce solutions specifically geared towards the Sales Cloud.

This certification focuses on consultants who can design, customize, and manage Salesforce Sales Cloud features to fit an organization’s unique sales process. To be successful, consultants should possess knowledge of Salesforce Sales Cloud functionalities, including Salesforce Sales Cloud for advanced automation, reporting and dashboards, data management, and integrations with other systems.

Understanding of best practices in CRM, sales methodologies, and change management is also crucial for consultants to ensure successful implementation and user adoption.


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