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Which prerequisite should the consultant consider before enabling Opportunity Splits?
Before enabling Opportunity Splits, it is necessary to enable Opportunity Teams and confirm that the opportunity owner is a team member. Here's why:
Requirement for Opportunity Splits: Opportunity Splits rely on Opportunity Teams to allocate credit across team members. Therefore, enabling Opportunity Teams is a prerequisite, ensuring that splits can be assigned to team members who contribute to the opportunity.
Ownership and Team Membership: The opportunity owner must be part of the Opportunity Team to ensure that they can be assigned a split and manage team member contributions accurately.
Salesforce Best Practices: Salesforce documentation on Opportunity Splits specifies that Opportunity Teams must be set up and members confirmed for split management to be operational.
In summary, the consultant should enable Opportunity Teams and confirm the owner is a team member (Option B) before enabling Opportunity Splits.
Northern Trail Outfitters had issues with its last two Salesforce deployments, both of which caused system downtimes that exceeded planned estimates. The CIO asked a consultant to develop a Risk Register to identify and mitigate these types of issues with future deployments. The CIO asked
the consultant to log the two previously known issues as a starting point for the register.
In which Risk category do these system downtime issues fall?
The system downtimes during past deployments fall under the category of Technical Risk. Here's why:
Technical Nature of Issue: System downtime is directly related to the performance, reliability, and technical aspects of Salesforce deployments. Technical risks encompass potential issues related to system functionality, stability, and the implementation of technology.
Risk Register Considerations: A Risk Register categorizes risks to help with mitigation planning. Since the issues were due to technical failures during deployment, this aligns with Technical Risk, as it involves technology infrastructure and deployment processes.
Salesforce Best Practices: Identifying and categorizing technical risks helps to prepare and allocate resources effectively, reducing the likelihood of similar issues in future deployments.
In summary, Technical Risk (Option A) is the appropriate category for issues related to system downtimes during Salesforce deployments.
Sales reps at Universal Containers receive leads that are generated from various channels. Lead quality varies greatly. Sales managers want the
sales reps to focus on the leads most likely to result in a sale.
What should the consultant recommend to meet this requirement?
A lead scoring strategy helps prioritize leads based on their likelihood of conversion, allowing sales reps to focus on high-quality leads that are more likely to result in sales. Salesforce provides tools such as Einstein Lead Scoring, which can automate this process using AI to analyze lead attributes and behaviors, giving each lead a score that reflects its quality. This strategy supports sales managers' goals of improving focus and efficiency in handling leads from various sources.
Cloud Kicks is implementing Sales Territories for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.
What should the consultant recommend?
The Forecast Manager role is essential in Salesforce when working with Territory Forecasts. By assigning a Forecast Manager to each region, Salesforce can generate a roll-up forecast based on the territories managed within that region. The Forecast Manager oversees the forecasting process and can provide the sales director with the requested detailed roll-up forecast for each territory.
Including the Forecast Manager field on the Account page layout or assigning roles in the user role hierarchy is useful for access control and organizational structure, but they do not directly impact the roll-up forecast functionality for territories. Assigning a Forecast Manager ensures accurate and hierarchical forecasting as per regional sales performance.
Salesforce Documentation Reference:
Set Up Collaborative Forecasts by Territory
Forecast Manager Role in Territory Management
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?
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 Reference:
Salesforce Project Management Lifecycle