Sales-Cloud-Consultant Certified Salesforce Sales Cloud Consultant (SP23) Question and Answers

• The data update will cause sharing recalculations and should be completed during off-peak hours and the team can defer sharing calculations to decrease the risk of lock errors during the data update are two factors that should be considered when updating the sales territories and Account owners for 400,000 accounts with Private organization-wide defaults. Sharing recalculations are processes that update record access based on changes to sharing settings or ownership. Off-peak hours are times when there is less user activity or system load on Salesforce. Deferring sharing calculations is an option that allows users to postpone or schedule sharing recalculations for later times instead of running them immediately. Lock errors are errors that occur when two or more processes try to access or modify the same record at the same time.
• By considering these two factors, Universal Containers can ensure that the data update is performed efficiently and effectively without affecting user experience or data integrity. By completing the data update during off-peak hours, Universal Containers can avoid impacting user performance or availability during peak hours when there is more user activity or system load on Salesforce. By deferring sharing calculations, Universal Containers can reduce the risk of lock errors during the data update by running them at a later time when there is less concurrent access or modification of records.

Salesforce Trust is a website that provides information about the performance, security, compliance, and maintenance of the Salesforce platform. Users can check for scheduled system maintenance on Salesforce Trust by selecting their instance and viewing the maintenance calendar. Users can also subscribe to receive notifications about maintenance events via email or RSS feed.

Salesforce Connect is a feature that allows users to access and view data from external sources in real time, without copying or syncing the data into Salesforce. An external object is a special kind of custom object that maps to a data source outside Salesforce, such as an ERP system. By implementing Salesforce Connect and an external object, CK can view the product order information from the ERP system as a related list on the account record, without storing or updating the data in Salesforce.

Account Teams are groups of users who work together on an account and its related records, such as opportunities, contracts, and cases. Account Teams allow users to share different levels of access to accounts and associated records based on their team roles and responsibilities. For example, a sales rep may have full access to an account and its opportunities, while a customer service agent may have read-only access to the account and full access to its cases.

Salesforce Maps is a feature that allows users to visualize and optimize their sales territories and activities on interactive maps. Users can also access various data sources to enrich their maps with additional information, such as demographics, weather, traffic, or business data. The Demographic Context data source is one of the data sources that users can add to their maps to display income ranges for regions within their territories, such as zip codes, counties, or states. This can help sales reps determine the best neighborhoods to canvas based on the household income range of their potential customers.

When a Salesforce admin assigns User A as the owner of an opportunity related to User B’s account, User A will have Read-Write access to the opportunity’s Account and its related contact records. This is because of the implicit sharing rules that grant access to parent and child records based on the organization-wide default settings. Since the organization-wide default setting for Account is set to Private, users are unable to see each other’s accounts by default. However, when a user owns an opportunity that is related to another user’s account, the user gains Read-Write access to that account and its related contacts, regardless of the sharing settings for those objects. This ensures that the user can view and edit the account and contact information that is relevant to their opportunity.

Using a validation rule on Opportunity Products can prevent a sales rep from adding Products marked as requiring the myTrailhead badge if the rep has yet to complete the badge. The validation rule can check the value of a custom field on the Product object that indicates whether the myTrailhead badge is required, and compare it with a custom field on the User object that tracks whether the sales rep has completed the badge. If the validation rule evaluates to true, it can display an error message and block the addition of the Product. Using a separate price book for the Products requiring the myTrailhead badge and only sharing the price book with sales reps who have completed the badge can also validate that sales reps have completed the myTrailhead badge. The price book can contain only the Products that require the badge, and it can be shared with sales reps who have a custom field on their User record that indicates they have completed the badge. This way, only those sales reps can access and add those Products to their Opportunities.

This answer will allow CK to enable representatives to view the individual team member’s split percentage, where the split percentage is less than 100% of the revenue amount. An opportunity revenue split is a type of opportunity split that allows reps to divide the revenue amount among opportunity team members based on their contribution or role in the sales process. Official References: [Opportunity Splits]

• Gaining buy-in during the Analyze phase is the best way to avoid user adoption issues in the future when working on a new system at Cloud Kicks. Buy-in is the acceptance or support of an idea or proposal by stakeholders or decision-makers who have influence or authority over its implementation or outcome. The Analyze phase is a stage of a project where requirements are gathered and validated, business processes are mapped and optimized, and solutions are designed and evaluated. By gaining buy-in during the Analyze phase, the consultant can ensure that the new system meets the needs and expectations of the users and stakeholders, and that they are involved and engaged in the project from the start. This can increase user satisfaction and adoption of the new system.

To set sales quotas for all sales reps, the consultant should consider the following solutions:

• Enable Forecast Quotas from Setup. This allows the administrator to enable quotas for users and assign them to forecast types.
• Use the API. This allows the administrator to import quota data from external sources using SOAP or REST API calls.
• Use Data Loader. This allows the administrator to import quota data from CSV files using a graphical user interface.

The most likely cause of the records failing is that updates to child records that have the same parent record are being processed simultaneously. This can cause the records to fail because child records must be imported after the parent records have been imported, and if the parent record is being updated at the same time as the child records, the import will fail. The other options are not likely to be the cause of the failed import.

• Using Process Builder to automatically submit approvals over a 5% discount and creating a two-step Approval Process with the RSM and RVP as approvers are two steps that can satisfy the requirements of approving discounts for the Shoe of the Month club. Process Builder is a tool that allows users to create processes that automate actions or tasks based on certain criteria or triggers. Approval Process is a process that requires one or more users to approve or reject records before they can be finalized or completed. By using Process Builder to automatically submit approvals over a 5% discount, Cloud Kicks can ensure that any opportunity for the Shoe of the Month club that has a discount greater than 5% is sent for approval without requiring manual intervention from sales representatives. By creating a two-step Approval Process with the RSM and RVP as approvers, Cloud Kicks can ensure that discounts greater than 5% are approved by regional sales managers (RSMs) and discounts greater than 10% are also approved by regional vice presidents (RVPs).

This solution will meet the requirement by allowing the CEO to run reports from the sales team’s reports folder, the CEO’s assistant to control access to the reports, and the sales managers to change the reports when necessary. The View access level will allow the CEO to view and run reports in the folder, but not edit or delete them. The Manage access level will allow the CEO’s assistant to view, run, edit, delete, and share reports in the folder, as well as add or remove users from the folder. The Edit access level will allow the sales managers to view, run, and edit reports in the folder, but not delete or share them3

Record types allow you to assign different page layouts, picklist values, and business processes to different users based on their profiles. You can create three record types for the three product lines, and assign them to the appropriate sales teams. You can also create three sets of opportunity stages that reflect the unique sales methodologies for each product line, and associate them with the corresponding record types. This can help you customize the Sales Cloud functionality for each product line and track their progress separately. Verified References:

• https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 17)
• https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5
• https://help.salesforce.com/s/articleView?id=sf.customize_opptystages.htm&type=5

• Building in a Developer Sandbox and testing changes in a test release environment is the best practice for creating a new process that uses most of the objects that were deployed. A Developer Sandbox is a type of sandbox that provides an isolated copy of the production environment for development purposes. A test release environment is another type of sandbox that provides an isolated copy of the production environment for testing purposes before deploying changes to production.
• By building in a Developer Sandbox, the admin can create and modify configurations without affecting the production environment or other sandboxes. By testing changes in a test release environment, the admin can validate and verify the functionality and performance of the new process before deploying it to production.

When implementing sharing rules, the consultant should explain the following considerations to CK:

• CK can expand access beyond the organization-wide default levels with sharing rules. Sharing rules are used to grant additional access to records based on record ownership, criteria, or territory.
• Organization-wide defaults must be Public Read Only or Private to create sharing rules. Sharing rules cannot be created for objects with Public Read/Write or Public Read/Write/Transfer organization-wide defaults.
• When multiple sharing rules are assigned, the user is assigned the least restrictive access. For example, if one sharing rule grants Read-Only access and another sharing rule grants Read/Write access to the same record, the user will have Read/Write access.

• Record Types are a capability that enables the use of custom fields, contextual validation rules, and varied layouts for different types of campaigns. A record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. By creating record types for trade shows and customer webinars, Cloud Kicks can track different details for these types of campaigns by using custom fields, such as location, budget, attendance, etc. Cloud Kicks can also enforce contextual validation rules, such as requiring certain fields or values depending on the record type. Cloud Kicks can also display varied layouts for each record type, such as showing or hiding certain fields or sections based on the campaign type.

User stories are a way of capturing requirements using an Agile methodology. User stories describe what a user wants to do, why they want to do it, and how it will benefit them. User stories are written from the user’s perspective, using simple and clear language. User stories can help the consultant understand the customer’s needs and priorities, and deliver value in small and frequent increments. Verified References:

• https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 19)
• https://trailhead.salesforce.com/en/content/learn/modules/agile-development-with-salesforce-dx/write-user-stories

• EAC a two-way sync for events and contacts means that EAC can synchronize events and contacts between Salesforce and the connected email and calendar applications, such as Gmail or Outlook. This minimizes the need for sales reps to manually create meetings and events that are stored on their calendars, as they will be automatically captured and displayed in Salesforce.
• EAC supports emails, events, and contacts means that EAC can capture these types of activities from the connected email and calendar applications and display them in Salesforce. This allows sales reps to view and track their interactions with customers without having to manually log them in Salesforce.

Creating retailer and distributor lead processes can help CK follow two different lead qualification processes before converting leads into opportunities, as it allows them to define different sets of picklist values for the Status field for each lead type. A lead process is a collection of stages that represent the steps that users take to qualify leads, such as Open, Contacted, Qualified, or Converted. Creating Status picklist values specific to each lead type can also help CK follow two different lead qualification processes, as it allows them to customize how they track and measure their progress with different types of leads. For example, they may have different criteria or actions for qualifying a retailer lead versus a distributor lead. Creating distributor and retailer lead record types can also help CK follow two different lead qualification processes, as it allows them to assign different page layouts, processes, and business logic for each lead type. A record type is a way to categorize records based on different business requirements or user profiles.

The best way for the consultant to present the information about how sales reps use Salesforce to work a deal is to utilize a Business Process Map. This map will provide an overview of the process, and can be used to explain how each step of the process works. Additionally, a Business Process Map can also be used to identify areas of optimization and improvement, as well as to document any changes that need to be made. A Sales Architecture Map, System Landscape Diagram, and Entity Relationship Diagram are not suitable for this purpose.

• Viewing the territory forecasts as a single-page summary and sharing the forecast with any Salesforce user are two actions that forecast managers can perform. A territory forecast is a forecast that shows how much revenue is expected from a specific territory or group of territories. A single-page summary is a view of the territory forecast that displays all the territories in the hierarchy and their forecast amounts in one page. Forecast managers can use this view to compare and analyze the performance of different territories at a glance. Forecast managers can also share their forecasts with any Salesforce user who has access to the same forecast type, regardless of their role or territory assignment. This allows them to collaborate and communicate with other users about their forecasts.

These are two guidelines to consider when cloning an order with products. An order is a confirmation of a sale that lists products sold or services rendered to a customer, along with prices and terms of delivery or service. An order can be cloned to create an exact copy of an existing order with all its products and schedules, which can save time and reduce errors when processing repetitive orders. However, there are some limitations and considerations when cloning an order, such as:

• A new order’s currency or price book will remain the same if the original order has products. This means that users cannot change these fields when cloning an order that has products, as they are determined by the products on the order.
• A cloned order’s start date must fall between the associated contract’s start and end dates. This means that users cannot set a start date for a cloned order that is outside the validity period of the contract that the order is linked to, as this would violate the contract terms.

Configuring a new Forecast Type on Opportunity Product grouped by Product Family can improve CK’s forecasts by dividing them by footwear line. A Forecast Type is a set of settings that define how forecasts are calculated and displayed for a specific business scenario, such as product line, territory, or revenue type. A Forecast Type can use either standard or custom opportunity fields to group and filter forecast data, such as Type, Product Family, or Territory. By grouping forecast data by Product Family, CK can see how much revenue they expect to close for each footwear line, such as Formal or Athletic.

• Activating the products and adding them to the price book are the two steps required to make products available for sales reps to add to Opportunities. A product is a good or service that can be sold in an Opportunity. A product must be active in order to be added to a price book. A price book is a list of products and their prices that sales reps can use when creating Opportunities. A product must be added to a price book before it can be added to an Opportunity.

These are three steps for successful change and seasonal release management. Change and release management is the process of planning, testing, deploying, and communicating changes and updates to a system or process, such as Salesforce. Some steps for effective change and release management are:

• Communicate updates to end user: This step involves informing the end users about the changes and updates that are coming, why they are important, how they will affect their work, and when they will be available. This can help increase user awareness, adoption, and feedback.
• Create an org development model: This step involves defining the roles, responsibilities, tools, and environments for developing, testing, and deploying changes and updates. This can help ensure quality, consistency, and security of the system or process.
• Collect input from stakeholders: This step involves gathering feedback and suggestions from the stakeholders who are affected by or involved in the changes and updates, such as users, managers, customers, or partners. This can help identify needs, requirements, issues, or risks of the system or process.

• Enabling the Person Accounts feature is irreversible is something that the consultant should consider when evaluating Person Accounts. Person Accounts are a type of account that represent individual consumers rather than business accounts. Enabling Person Accounts is a permanent action that cannot be undone or deactivated once it is done. Therefore, the consultant should carefully evaluate the pros and cons of using Person Accounts and make sure that Cloud Kicks understands the implications and limitations of this feature before enabling it.

• Using the Related List - Single component to display the Account’s Contracts on the Opportunity Lightning page is the best way to meet the requirement of viewing all contracts for the Account on the Opportunity record. A Related List - Single component is a Lightning component that shows a single related list of records from another object on a record page. A Contract is a record that represents an agreement between an Account and an organization for products or services sold or delivered by an organization. By using the Related List - Single component to display the Account’s Contracts on the Opportunity Lightning page, sales reps can easily see all contracts for the Account related to an Opportunity without having to navigate to another page or create another lookup field.

This solution should be recommended for Cloud Kicks if they have a complicated sales process and their sales reps often have difficulty deciding when to move opportunities through various stages. Activating Path and adding up to five key fields and Guidance for Success will allow Cloud Kicks to provide their sales reps with a visual representation of the sales process stages and helpful tips and resources for each stage. Path is a feature that helps sales reps move records along predefined steps by displaying key fields and guidance on each step. Guidance for Success is a customizable section on Path that can include text, links, images, or videos to assist sales reps in completing tasks or achieving goals at each stage.

After completing the Build and Validate phases of a Sales Cloud implementation, the next step is to deliver training to the end users and administrators of the system. Training is essential to ensure that the users understand how to use the system effectively and efficiently, and that they adopt the system as part of their daily work. Training can be delivered in various formats, such as online courses, webinars, videos, manuals, or hands-on sessions.

Customizable Campaign Influence is a feature that allows users to attribute revenue share to influential campaigns using standard or custom attribution models. An attribution model is a set of rules that determines how much credit each campaign receives for influencing an opportunity. For example, a 50/50 attribution model gives equal credit to all campaigns associated with an opportunity, while a First Touch attribution model gives 100% credit to only the first campaign that touched an opportunity. Customizable Campaign Influence can be enabled from Setup, and it requires that Campaign Influence is also enabled. Users can then add or edit Campaign Influence records from the Campaign Influence related list on Opportunity page layouts, and use reports and dashboards to analyze campaign performance and ROI.

These answers are some of the insights that Einstein Opportunity Insights can provide to help CK improve its sales productivity. Sentiment analysis can detect the tone and mood of emails between reps and prospects, follow-up reminders can prompt reps to take action on stalled opportunities, and key moments can highlight important events or changes in opportunities.

• Using a Roll-up Summary field from the Opportunity to the Account is the best way to meet the requirement of showing the total values of open opportunities on account records when enabling Advanced Currency Management. A Roll-up Summary field is a field that calculates values from related records, such as count, sum, min, max, etc. Advanced Currency Management is a feature that allows users to enable dated exchange rates and track historical exchange rates in Salesforce. By using a Roll-up Summary field from the Opportunity to the Account, Cloud Kicks can display the sum of the open opportunity amounts on each account record, and use the dated exchange rates to convert the currency amounts based on the close date of the opportunities.

• Building a custom report on Opportunity with custom summary formulas to show win/loss ratio is the best way to meet the requirement of measuring the win ratio for all of the sales associates. A custom report is a report that can be created and customized by users based on their needs and preferences. A custom summary formula is a formula that can be added to a report to calculate values based on the report data, such as sums, averages, percentages, etc. A win/loss ratio is a metric that measures the percentage of closed won Opportunities out of all closed Opportunities. By creating a custom report on Opportunity with a custom summary formula that calculates the win/loss ratio, managers can easily see the performance of their sales associates.

To show sales operations what the data will look like after the territory account assignments are changed, the consultant should run the updated assignment rules in planning State and view the accounts on the territory detail page. Assignment rules are used to assign accounts to territories based on criteria such as account location, industry, or revenue. By running the assignment rules in planning State, the consultant can preview the results of the rules without actually changing the account ownership or visibility. The consultant can then view the accounts on the territory detail page to see which accounts are assigned to which territories.

This is the approach that the consultant should use for the source data migration. Accounts, Contacts, and Opportunities are related objects in Salesforce, and they have dependencies based on their lookup or master-detail relationships. Accounts are parent objects of Contacts and Opportunities, so they should be migrated first. Contacts are child objects of Accounts and parent objects of Opportunity Contact Roles, so they should be migrated second. Opportunities are child objects of Accounts and parent objects of Opportunity Products and Opportunity Splits, so they should be migrated last. Verified References: [Data Migration Best Practices]

• Setting up Account Teams with defaults for each sales rep is the best solution to meet the requirement of ensuring that the assigned sales ops specialist and sales engineer have access to the correct Accounts. An Account Team is a group of users who work together on an Account, such as sales reps, sales engineers, managers, etc. Each Account Team member has a role and a level of access to the Account and its related records, such as Contacts, Opportunities, Cases, etc. By setting up Account Teams with defaults for each sales rep, the admin can automatically add the sales ops specialist and the sales engineer to the Account Team whenever a sales rep creates or owns an Account. This way, the sales ops specialist and the sales engineer can view and edit the Account and its related Contacts.

Opportunity Splits allow users to divide credit for an opportunity among multiple sales reps who contribute to closing it. Users can specify how much revenue or quantity each sales rep receives from an opportunity, either as a percentage or an amount. Opportunity Splits can be enabled from Setup, and they require that Opportunity Teams are also enabled. Users can then add or edit Opportunity Splits from the Opportunity Splits related list on Opportunity page layouts.

Opportunity Splits is a Salesforce feature that allows users to allocate credit to multiple sales reps who collaborate on an opportunity. Users can define different types of splits, such as revenue splits or overlay splits, and assign percentages or amounts to each team member. Opportunity Splits can help track individual and team performance against sales quotas and goals. Verified References: [Opportunity Splits]

Inbox is a suite of email productivity tools that integrates Salesforce with Outlook or Gmail. With Inbox, sales reps can sync their calender events between Salesforce and their email application, and log emails with related records in Salesforce without leaving their inbox. This way, they can easily track their customer interactions and report on them in Salesforce.

This is how CK can revoke Opportunity team access on an ad-hoc basis. Opportunity teams are groups of users who work together on an opportunity and share access to it. Users can add or remove team members as needed, and specify different levels of access for each team member. By removing a user’s Opportunity team member, CK can revoke their access to the opportunity without affecting other team members or changing the sharing model. Verified References: [Opportunity Teams]

• Salesforce Files is the best feature to store .pdf documents in Sales Cloud to help the sales team learn about new products. Salesforce Files are files that can be uploaded and attached to records or shared with other users in Salesforce. Salesforce Files support various file types and formats, including .pdf documents. By using Salesforce Files, Cloud Kicks can store .pdf documents in Sales Cloud and make them available for the sales team to access and view from any device.

These are two steps that the consultant should take to meet the requirement of tracking closed won opportunities generated by a campaign over the last 30 days using standard functionality. Customizable Campaign Influence is a feature that allows users to measure and report on how campaigns influence opportunities throughout the sales cycle. Users can define different influence models, such as first touch, last touch, or custom rules, and assign percentages or amounts of credit to each campaign that influenced an opportunity. Auto-association settings are options that determine how campaigns are automatically associated with opportunities based on criteria such as contact roles, time frames, or record types. By adding criteria to limit the matches to the past 30 days, CK can ensure that only recent campaigns are associated with opportunities. By enabling Customizable Campaign Influence, CK can use reports and dashboards to analyze how many closed won opportunities a campaign has generated based on different influence models. Verified References: [Customizable Campaign Influence]; [Auto-Association Settings for Customizable Campaign Influence]

Salesforce Connect allows you to access data from external sources without copying it to Salesforce. You can create external objects that map to the data in the external system, and use them in Salesforce like any other objects. This can help you view and update customer billing information from another Salesforce org within your current org. Verified References:

• https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 16)
• https://help.salesforce.com/s/articleView?id=sf.data_access_salesforce_connect.htm&type=5

When you adjust the exchange rates in a multi-currency org, the new rates only apply to new opportunities that are created or updated after the change. The old opportunities will retain the conversion rate that was in effect when they were last modified. This can help you preserve historical data and avoid recalculating closed opportunities. Verified References:

• https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 14)
• https://help.salesforce.com/s/articleView?id=sf.admin_currency.htm&type=5

• Adding specific users as Opportunity team members with a role that grants Read/Write access allows account executives to share their Opportunities with other users who can help them qualify marketing Opportunities on their Accounts. Opportunity team members can view, edit, and delete the Opportunity, as well as add products, quotes, and activities. Sales management can report on which users are assigned to Opportunities by using the Opportunity Team Member report type.