Sales-Cloud-Consultant Practice Test
Updated On 18-Sep-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: When leads with high scores do not convert as expected, it suggests that the scoring model may not effectively measure purchase intent. Adjusting the lead scoring formula to assign higher points for actions that indicate strong intent (such as downloading a whitepaper or requesting a demo) can improve the accuracy of the scoring process, ensuring that highly interested leads are prioritized. Including a measure of marketing touches or evaluating against personas could also help, but increasing points for high-intent actions directly addresses the issue of prioritizing leads based on purchase readiness.
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: The Customizable Campaign Influence feature in Salesforce allows users to
assign revenue attribution to campaigns that have influenced Opportunities. It supports
both standard and custom attribution models, enabling users to define how much influence
a campaign had on the Opportunity's success. This feature is ideal for assigning specific
percentages of revenue to influential campaigns, which can then be reported and analyzed
to understand their impact.
Salesforce’s documentation on Campaign Influence details how Customizable Campaign
Influence supports complex attribution models and offers flexible reporting capabilities,
making it the right choice for revenue sharing in scenarios like Cloud Kicks’ campaign.
Reference: Salesforce Customizable Campaign Influence
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: To ensure data quality, only qualified prospects should be migrated from the
marketing application to Salesforce as lead records. This approach reduces clutter and
ensures that only leads with a higher potential for conversion are brought into Sales Cloud,
aligning with Salesforce best practices for lead management. Qualified prospects typically
meet predefined criteria that make them more likely to convert, thereby supporting sales
efficiency and data integrity.
Reference: Salesforce Lead Management
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: The Trailblazer Community is an ideal resource for Cloud Kicks to leverage
for organizational change management (OCM) and rollout strategies. This community
provides access to a network of Salesforce users, partners, and experts who share best
practices, experiences, and insights related to Salesforce implementations. Engaging with
the Trailblazer Community can help CK gain valuable perspectives from those who have
successfully navigated similar changes.
Peer Insights and Best Practices: The Trailblazer Community allows CK to connect
with other Salesforce users and partners, offering a platform to discuss challenges,
solutions, and strategies for successful change management.
Access to Real-World Experiences: By tapping into the community, CK can learn
from firsthand experiences, which can be instrumental in planning and executing
an effective OCM strategy.
Option A (end user feedback) is essential but limited to internal insights, and Option B
(Salesforce Premier Success) provides support services rather than a peer-sharing
platform. For more details, refer to 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: In Salesforce, Person Accounts are designed to represent individual
customers rather than businesses. When it comes to managing duplicates, Person
Accounts can only be merged with other Person Accounts. This is because Person
Accounts have a unique structure that combines attributes of both Accounts and Contacts
into a single record, making them incompatible for merging with standard Business
Accounts or Contact records directly.
Here’s a breakdown:
Merge Process for Person Accounts: Salesforce provides a native merging feature
specifically for Person Accounts. This process allows duplicate Person Accounts to
be combined, with the primary account retaining essential data while duplicates
are consolidated.
Limitations: Person Accounts cannot be merged with standard Business Accounts or standalone Contacts due to differences in record structure and usage.
For further guidance on merging Person Accounts, Salesforce provides instructions in the
Merging Accounts documentation, which outlines how to use the merge feature specifically
for Person Accounts.
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