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Salesforce Certified Sales Cloud Consultant Sample Questions (Q128-Q133):
NEW QUESTION # 128
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
Answer: B
Explanation:
Creating an architecture diagram typically occurs during the planning phase of a Salesforce project. In this phase, the consultant outlines the system architecture and defines how Salesforce will interact with other systems, integrations, and data flows. This diagram is essential for ensuring that the system design meets business requirements and aligns with technical considerations before moving into the execution phase.
During the Initiate phase, high-level planning and goal setting occur, while the Execute phase focuses on actual implementation and configuration.
Salesforce Documentation References:
* Salesforce Project Management Lifecycle
* System Architecture Planning
NEW QUESTION # 129
During a discovery session at Cloud Kicks, a major topic is highlighted that is outside the current statement of work (SOW). The addition to the project scope is necessary but will be difficult to implement.
How should the consultant proceed?
- A. Conduct another discovery session to define the new items.
- B. Create a change request for the new items.
- C. Revise the timeline to accommodate the new Items.
Answer: B
Explanation:
When a new requirement arises outside the original scope of the project, the best practice is to initiate a change request. This formal process evaluates the new requirement's impact on the project's scope, timeline, and budget. Creating a change request allows all stakeholders to review and agree on the scope expansion before implementation, ensuring transparency and proper resource allocation for the added items.
For guidance on managing project scope changes, refer to: Salesforce Change Management Best Practices.
NEW QUESTION # 130
Cloud Kicks (CK) has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opportunities are being lost.
What is the most efficient way for a consultant to meet this requirement?
- A. Create a new custom object and automation to track competitors.
- B. Create a new custom field on the Opportunity object.
- C. Create a Competitors channel in Slack to share insights and stories.
Answer: B
Explanation:
To track the reasons why opportunities are lost, creating a new custom field on the Opportunity object is the most efficient solution. Here's why:
* Simplicity and Efficiency: A custom field allows users to select predefined reasons for lost opportunities directly on the Opportunity record, providing a streamlined method for data entry and reporting.
* Data Collection and Reporting: With a dedicated field, CK can easily gather consistent data on lost reasons and generate reports to identify trends. This helps management understand why deals are lost and adjust strategies accordingly.
* Salesforce Best Practices: Salesforce encourages the use of custom fields to track critical sales data points, making it easy to capture and analyze specific metrics related to opportunity outcomes.
* References: Salesforce's documentation on Opportunity Management discusses using custom fields for enhanced tracking and data collection on opportunities.
In summary, creating a new custom field on the Opportunity object (Option C) provides a straightforward and effective way for Cloud Kicks to track reasons for lost opportunities.
NEW QUESTION # 131
A consultant for Cloud Kicks is migrating data from an on-premises system to Salesforce. The consultant has imported Account records, and is attempting to import the associated Contacts using Data Loader, but the import has failed records. The error messages all read UNABLE TO LOCK ROW.
What is causing these records to fail?
- A. Contact records should be imported in the same batch as Account records.
- B. Updates to child records that have the same parent records are being processed simultaneously.
- C. An Apex trigger on the Account object is firing on insert and causing the Contact import to fall.
Answer: B
Explanation:
The "UNABLE TO LOCK ROW" error typically occurs when multiple processes attempt to update child records that share the same parent record at the same time. In this case, when importing Contacts associated with Accounts, the Data Loader is likely attempting to update several Contacts for the same Account simultaneously, causing row-level locking issues.
Salesforce's documentation explains that row locks can occur when related records are updated concurrently.
To avoid this, it is recommended to batch imports so that child records with the same parent are processed sequentially rather than simultaneously.
NEW QUESTION # 132
Cloud Kicks recently purchased Salesforce, and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to forecasted amounts during the pipeline meetings is time consuming, and it is difficult to review all of the committed opportunities within the meeting time.
What should the consultant recommend to help make meetings more efficient while making real-time forecast updates?
- A. Use in-line editing to update the forecast amount for records.
- B. Modify multiple opportunities at one time in the Forecast page.
- C. Tell reps to use the list view to move opportunities between stages.
Answer: A
Explanation:
The Forecasts page in Salesforce allows sales managers and reps to view and manage forecast data in real- time. By using the "Forecasts" page, managers can efficiently modify multiple opportunities at once without needing to navigate between individual records. This capability is particularly useful during pipeline meetings as it enables real-time updates to forecasted amounts, streamlining the process and making meetings more efficient.
Salesforce's Forecasts functionality includes the ability to quickly adjust forecast amounts, manage opportunity splits, and commit forecast figures, all within the same interface. This is ideal for pipeline meetings where sales managers need to make quick adjustments based on real-time discussions.
While in-line editing can be helpful, it's limited to updating individual records rather than making bulk changes. Using list views for moving opportunities between stages might help reps manage their pipeline, but it doesn't offer the direct forecasting adjustments required to streamline forecast meetings.
Salesforce Documentation References:
Collaborative Forecasts Overview
Forecasts Page Features
NEW QUESTION # 133
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