Sales-Cloud-Consultant Practice Test
Updated On 1-Jan-2026
186 Questions
Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity
Forecast by Product family with team Quotas.
Which solution should a consultant recommend?
A. Configure Quotas with a Product family report and add necessary fields.
B. Create a joined report with closed Opportunities, Forecasting Items, and Quotas.
C. Create a custom report type with Forecasting Quotas and Forecasting Items.
Explanation:
Forecasting Items = what’s in the forecast (Opportunities by Product Family, etc.).
Forecasting Quotas = assigned quota values.
To analyze Forecast vs. Quota by Product Family, you need to build a custom report type combining these two datasets.
Then you can build dashboards for managers to track performance.
A. Configure Quotas with a Product family report and add necessary fields.
❌ Incorrect.
Standard Opportunity reports don’t automatically tie Quotas to Forecast by Product Family.
You can show Product Family in Opportunity reports, but you can’t merge that directly with Quota data.
B. Create a joined report with closed Opportunities, Forecasting Items, and Quotas.
❌ Incorrect / misleading.
Joined reports can show different report types together, but Forecasting Items & Quotas are not exposed in standard report types for joined reports.
So this isn’t feasible.
C. Create a custom report type with Forecasting Quotas and Forecasting Items.
✅ Correct.
With Collaborative Forecasts, you can report on:
Forecasting Items (opportunity forecasts broken down by Product Family, Territory, Owner, etc.)
Forecasting Quotas (team/individual quota assignments).
A custom report type combining these objects enables managers to compare forecast vs. quota by Product Family.
This is the Salesforce-recommended solution.
Salesforce Reference
Salesforce Help: Collaborative Forecasts Reports
“Create custom report types with Forecasting Items and Forecasting Quotas to report on forecast data against quotas.”
✅ Exam Tip:
Whenever you see Forecast + Quota reporting → answer is usually custom report type with Forecasting Items + Quotas.
Cloud Kicks currently supports three business lines within a single Salesforce instance:
Running, Athleisure, and Celebrity Co- Branded. The VP of Athleisure controls a large
budget and is often
able to re-prioritize business stories and 'shadow projects' into releases ahead of other
groups.
This topic comes up frequently and often derails the monthly project management meeting.
This limits the amount of time available to cover other critical topics.
Which strategy should the consultant recommend to address these issues?
A. Create a weekly all-hands call, including business and technology resources, to review direction and priority of development.
B. Propose a monthly executive steering committee to manage budget, handle direction questions, and ensure development capacity is split equitably.
C. Divide the development team into three units/tracks to support each line of business Independently.
Explanation:
Cloud Kicks is facing a governance and prioritization challenge — one business line (Athleisure) is disproportionately influencing release planning due to budget control, which disrupts meetings and sidelines other critical topics.
✅ Why Option B Is the Best Strategy:
An executive steering committee provides a formal governance structure to:
Balance priorities across business lines
Resolve conflicts over budget and scope
Ensure transparent and equitable allocation of development capacity
It shifts decision-making upstream, so monthly project meetings can focus on execution rather than rehashing strategic disputes.
Encourages cross-functional alignment and gives all business units a voice in planning.
This approach is scalable, strategic, and aligns with best practices for multi-line Salesforce implementations.
❌ Why the Other Options Don’t Fit:
A. Weekly all-hands call
Adds more meetings without solving the root issue. It may increase noise and confusion rather than streamline prioritization.
C. Divide the development team into three tracks
Risks resource inefficiency, siloed development, and inconsistent standards. It doesn’t address the budget-driven prioritization imbalance.
📘 Reference:
Salesforce Implementation Guide: Governance Models
Trailhead: Project Management Best Practices
Sales reps at Universal Containers want to know when a customer or prospect contact
opens an email the reps sent so they can follow up with the contact shortly afterward.
Which tool should a consultant recommend to meet the requirement?
A. Salesforce Inbox
B. Enhanced Email
C. Einstein Activity Capture
Explanation:
Salesforce Inbox is the primary tool designed to meet this requirement. It's a suite of productivity features that integrates with a sales rep's email client (like Outlook or Gmail) and Salesforce. A key feature of Salesforce Inbox is email tracking, which notifies reps in real time when a recipient opens an email, clicks a link, or views an attachment. This gives reps the timely insight they need to follow up with an engaged contact.
Why the other options are incorrect:
B. Enhanced Email: This is a Salesforce feature that logs emails as a dedicated "Email" record instead of a task. While it improves the way email content is displayed and stored in Salesforce, it doesn't provide the real-time open tracking functionality that the reps are asking for. It's a foundational component for email logging, not an email productivity suite with tracking.
C. Einstein Activity Capture: This feature automatically logs emails and calendar events to the activity timeline of related Salesforce records. It's an excellent tool for reducing manual data entry and providing a complete view of a customer's activity. However, in its base functionality, it does not provide real-time notifications about email opens. While it does capture email activity, it's not a live tracking tool for immediate follow-up like Salesforce Inbox.
The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account
or contract details for a created order.
Which condition should the consultant consider to meet this requirement?
A. The order must be associated with an active contract.
B. The order associated with the account is in draft status.
C. The currency associated with the order can be different from the contract.
Explanation:
The requirement is to allow sales reps to change account or contract details for a created order. The key is to understand the Salesforce Order Management process and the lifecycle of an Order.
An Order progresses through different statuses, typically from Draft to Activated.
The Draft status is the initial, editable state of an Order. During this stage, it is expected and intended that users can make changes to the Order itself and its related details.
Once an Order is Activated, it becomes locked and is considered finalized. Making changes after activation usually requires a more complex process like creating a change order or a new order version.
Therefore, the logical condition that must be true to allow changes to the account or contract linked to the order is that the Order must still be in a mutable state, which is "Draft".
This condition provides a clear, rule-based guardrail for when edits are permitted.
Why the Other Options Are Incorrect:
A. The order must be associated with an active contract.
This is often a prerequisite for creating or activating an Order, not a condition for editing it. The presence of an active contract governs whether you can create an order from a quote, but it does not determine the editability of an order that already exists. An order in Draft status can be edited regardless of its contract association.
C. The currency associated with the order can be different from the contract.
This statement is typically false and describes a problematic scenario, not a condition for editing.
In Salesforce, the currency of an Order is usually inherited from the related Opportunity or Quote and should be consistent with the contract's currency to avoid data integrity and reporting issues. Allowing different currencies would be a complication to avoid, not a condition to enable editing.
Reference:
Salesforce Help: Order Lifecycle
Key Concept:
Understanding the Salesforce B2B Order Management lifecycle, specifically that the Draft status is the only status where an Order and its related fields are freely editable. This makes it the correct condition for controlling user access to make changes.
Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an
architecture diagram of the system.
Which stage of the project lifecycle does this fall under?
A. Initiate
B. Plan
C. Execute
Explanation:
Creating an architecture diagram for the Sales Cloud implementation falls under the Plan stage of the project lifecycle. During the planning phase, the consultant defines the system’s structure, including how Salesforce will be configured, integrated, and customized to meet Cloud Kicks’ requirements. The architecture diagram outlines the technical and functional design, such as objects, integrations, data flows, and customizations, which is a key deliverable of the planning process.
Why not A. Initiate?
The Initiate stage involves project kickoff, defining objectives, and gathering high-level requirements (e.g., stakeholder alignment or success criteria). Creating an architecture diagram is a more detailed task that occurs after initial requirements are gathered, making it part of planning, not initiation.
Why not C. Execute?
The Execute stage involves building, configuring, and testing the system based on the plan. While the architecture diagram may be referenced during execution, its creation is a planning activity to guide the implementation, not an execution task.
Reference:
Salesforce Trailhead: Project Management for Salesforce Implementations (describes project lifecycle stages, including planning for system design and architecture).
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