Sales-Cloud-Consultant Practice Test
Updated On 10-Nov-2025
186 Questions
Universal Containers has implemented a lead qualification process that uses a lead scoring
formula. Upon review, many of the converted leads with the highest scores had little
interest in making a
purchase.
Which modification to the current lead qualification process should a consultant
recommend?
A. Include a measure for the number of marketing touches.
B. Increase points for actions that Indicate Intent.
C. Evaluate each record against the target marketing persona.
Explanation:
🔍 Why This Is Correct:
The issue described is that high-scoring leads aren't converting into real opportunities — meaning the scoring model is likely overvaluing superficial engagement (e.g., email opens, page views) and undervaluing true buying signals.
By increasing points for intent-based actions — such as requesting a demo, visiting pricing pages, downloading product specs, or attending sales webinars — the scoring model becomes more predictive of actual purchase behavior.
This aligns the lead score more closely with sales readiness, improving conversion quality.
❌ Why Not the Others?
A. Include a measure for the number of marketing touches
More touches might indicate interest, but it could also reflect indecision or lack of clarity. Quantity ≠ quality.
C. Evaluate each record against the target marketing persona
Helpful for segmentation, but not a direct fix for scoring logic. Personas guide messaging, not necessarily scoring accuracy.
🧠 Consultant Tip:
When refining lead scoring, always ask:
Are we measuring engagement or intent?
Are we aligning scoring criteria with sales feedback?
Are we continuously validating scoring against conversion outcomes?
Cloud Kicks is running a campaign for the Shoe of the Month club. Sales management
wants to use Campaign Influence features with Opportunities to attribute a percentage of
success to Influential campaigns.
Which feature will allow for revenue share with standard and custom attribution models?
A. Create a reporting snapshot for Campaign Influence.
B. Customizable Campaign Influence for reporting.
C. Create a formula field to track Campaign Influence.
Explanation:
Cloud Kicks wants to use Salesforce's Campaign Influence features to attribute a percentage of success (revenue share) to influential campaigns for their Opportunities, utilizing both standard and custom attribution models. Let’s evaluate the options:
Option A: Create a reporting snapshot for Campaign Influence
A reporting snapshot captures data from a report at a specific point in time and stores it in a custom object for historical analysis. While this can be useful for tracking Campaign Influence data over time, it does not enable the configuration of standard or custom attribution models or the assignment of revenue share to campaigns. It is a reporting tool, not a feature for setting up revenue attribution.
Option B: Customizable Campaign Influence for reporting
This is the correct answer. Customizable Campaign Influence in Salesforce allows businesses to track and assign revenue share to campaigns using both standard (out-of-the-box) and custom attribution models. Standard models include First Touch (100% credit to the first campaign), Last Touch (100% credit to the last campaign), and Even Distribution (equal credit to all campaigns). Custom models can be created to define specific revenue-sharing rules based on business needs. This feature integrates with Opportunities and uses Campaign Influence records to associate campaigns with revenue share, making it ideal for Cloud Kicks’ requirement. The data can also be added to reports and related lists for analysis.
Option C: Create a formula field to track Campaign Influence
A formula field can perform calculations or display data based on other fields, but it is not designed to manage complex attribution models or assign revenue share across multiple campaigns. Creating a formula field would not provide the flexibility or functionality needed to support standard and custom attribution models, nor would it integrate with Salesforce’s Campaign Influence framework.
Reference:
Salesforce Help: Customizable Campaign Influence
This documentation details how Customizable Campaign Influence enables revenue attribution using standard and custom models, with integration into reports and related lists.
Cloud Kicks manages prospects for lead generation in a marketing application.
To ensure data quality, which prospects should the consultant migrate from the marketing
application to lead records?
A. All prospects
B. Contacted prospects
C. Qualified prospects
Explanation:
C is correct because the core principle of data migration and management is to ensure quality over quantity. Migrating only "Qualified prospects" (those who have met specific criteria set by marketing or sales, such as expressing explicit interest, fitting the target demographic, or having a high engagement score) ensures that the sales team in Salesforce is focused on high-potential leads. This prevents the Sales Cloud from being cluttered with unvetted, cold, or irrelevant data, which directly harms productivity, skews reporting, and undermines data quality.
A is incorrect because migrating "All prospects" would include a significant number of unqualified, uninterested, or invalid contacts. This would pollute the Salesforce database from the start, leading to wasted sales effort, inaccurate forecasting, and poor reporting insights. It violates the basic tenet of maintaining a clean, actionable database.
B is incorrect because "Contacted prospects" is not a qualification metric. A prospect could have been contacted and immediately rejected, or contacted for a non-sales reason (e.g., a general newsletter). This filter does not guarantee that the prospect has a legitimate business need or interest in Cloud Kicks' products, which is the essential criterion for becoming a Lead in Salesforce.
Reference:
Salesforce data management best practices consistently emphasize the importance of data quality and defining a clear lead qualification process. The key is to establish a shared definition between marketing and sales (e.g., using a lead scoring model or explicit criteria) for what constitutes a "Marketing Qualified Lead (MQL)" before it is migrated or assigned to sales. This process is foundational to a successful lead management strategy.
Cloud Kicks (CK) is developing its organizational change management (OCM) and rollout
strategy. The consultant has emphasized the value of leveraging the experiences of
partners and customers within the Salesforce ecosystem.
Which resource should the consultant recommend to help CK reach its goal?
A. End user feedback
B. Salesforce Premier Success
C. Trailblazer Community
Explanation:
A. End user feedback
While feedback from internal users is critical to improve adoption, it’s not leveraging the wider Salesforce ecosystem (partners, customers, best practices). This is an internal activity, not an ecosystem resource.
B. Salesforce Premier Success
Premier Success is a paid support offering from Salesforce that provides faster support response, 24/7 availability, and proactive services. While useful, it’s more about support and technical guidance rather than learning from the experiences of peers in the ecosystem.
C. Trailblazer Community ✅
This is correct. The Trailblazer Community is Salesforce’s global ecosystem of customers, partners, developers, and admins. It allows CK to connect with others who have already implemented Salesforce, share best practices, lessons learned, and adoption strategies. This directly aligns with the goal of leveraging external experiences.
📚 References:
Salesforce Trailblazer Community
→ “Collaborate with other customers, partners, and experts to solve challenges, share ideas, and learn together.”
Salesforce Change Management Best Practices → Encourage use of Trailblazer Community to learn from peers during OCM planning.
✅ Summary:
To leverage experiences of partners and customers in the Salesforce ecosystem, Cloud Kicks should use the Trailblazer Community.
The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts and
wants to merge them.
What should the consultant explain to the team about merging Person Accounts?
A. They can be merged with contact records.
B. They can be merged with any type of Account.
C. They can be merged with other Person Accounts.
Explanation:
Person Accounts are a hybrid of Account and Contact objects, but they behave as a single record type.
Salesforce enforces strict rules around merging Person Accounts:
You cannot merge a Person Account with a Business Account (standard Account).
You cannot merge a Person Account with a Contact record.
You can only merge Person Accounts with other Person Accounts — and only if they meet merge criteria (e.g., same record type, same parent, etc.).
❌ Why the other options are incorrect:
A. They can be merged with contact records
Person Accounts include contact fields, but they are not standalone Contacts. Merging with a Contact is not supported.
B. They can be merged with any type of Account
Only Person-to-Person merges are allowed. Merging with Business Accounts is blocked by Salesforce.
🧠 Pro Tip for Exams:
When dealing with Person Accounts, always remember:
They’re Accounts, not Contacts — despite having contact-like fields.
Merge logic follows Account-level rules, but with Person Account-specific constraints.
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