[Full-Version] 2026 New Preparation Guide of Salesforce Sales-Cloud-Consultant Exam Sales-Cloud-Consultant Practice Exam - 192 Unique Questions NEW QUESTION # 26 Match this tip with its design consideration. \'Make it easy for usersto find data\' A. Search B. Record types and page layouts C. Reduced clicks D. Tab and field naming E. Workflow rules and approvals F. Minimized redundant data entry Answer: [...]

[Full-Version] 2026 New Preparation Guide of Salesforce Sales-Cloud-Consultant Exam [Q26-Q49]

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[Full-Version] 2026 New Preparation Guide of Salesforce Sales-Cloud-Consultant Exam

Sales-Cloud-Consultant Practice Exam - 192 Unique Questions

NEW QUESTION # 26
Match this tip with its design consideration. "Make it easy for usersto find data"

  • A. Search
  • B. Record types and page layouts
  • C. Reduced clicks
  • D. Tab and field naming
  • E. Workflow rules and approvals
  • F. Minimized redundant data entry

Answer: A


NEW QUESTION # 27
Universal Containers is deploying Salesforce for lead and opportunity Management. Several area of
the application need to be customized using Apex & Visualforce in order to meet business
requirements.
Which step can be taken to execute an effective test plan that will ensure high quality components?

  • A. Write detailed test scripts that define specific conditions, actions, and expected results
  • B. Delegate unit testing to application end users because they understand the requirements best
  • C. Rely on automated test script tools to ensure maximum test coverage
  • D. Create test conditions that cross-reference use cases from project documents

Answer: A,D


NEW QUESTION # 28
Universal Containers requires that each of its products is sold with 12 months of product maintenance. This is
enter... a separate opportunity product line item on the opportunity. Once an opportunity is closed/won and the
order has been shipped to the customer, the service manager manually records the maintenance line item in the
assets object and sends an alert 90 days prior to the expiration date. What should a consultant recommend to
streamline this process?

  • A. Turn on the sync asset feature from the asset settings to create an asset record once an opportunity is
    closed/won.
  • B. Create a trigger on the asset object once an opportunity is closed/won, and add a button to the '-'
    opportunity layout.
  • C. Install an AppExchange app or create a trigger to automatically create an asset record once an '-'
    opportunity is closed/won.
  • D. Request the sync order to asset feature from salesforce to create an asset record once an opportunity is
    '-' closed/won.

Answer: C


NEW QUESTION # 29
CORRECT TEXT
Can you email a dashboard to a non- Salesforce user, and will theybe able to access it?

Answer:

Explanation:
No
. Only Salesforce users can access dashboards.


NEW QUESTION # 30
Cloud Kicks maintains products and price books on an external platform due to the high frequency of product pricing changes. Sales managers want to monitor pipeline by sales rep and track team revenue to goal in Sales Cloud.
What should the consultant do to meet the requirement?

  • A. Use Opportunities and enable Forecasts.
  • B. Create reports on closed Opportunities.
  • C. Implement Opportunity Teams and Opportunity Splits.

Answer: A

Explanation:
To monitor pipeline and track team revenue to goal, using Opportunities with Salesforce Forecasts is the best approach. Opportunities enable tracking of individual deals, while Forecasts provide a consolidated view of expected revenue, allowing sales managers to view progress toward goals by rep, team, or other criteria. This configuration supports both pipeline monitoring and revenue goal tracking, which aligns with CK's requirements.
While Opportunity Teams and Opportunity Splits are useful for revenue sharing and tracking contributions on specific deals, they do not offer the comprehensive goal-tracking functionality that Forecasts provide.
Creating reports on closed Opportunities is helpful but lacks the real-time forecasting capabilities required.
Salesforce Documentation References:
* Sales Forecasting in Salesforce
* Using Opportunities with Forecasts


NEW QUESTION # 31
Cloud Kicks wants to send a notification to sales reps when their opportunities remain open past the close date.
Which two solutions should the consultant recommend to meet the requirement?
Choose 2 answers

  • A. Enable Einstein Opportunity Insights.
  • B. Instruct sales reps to follow their opportunities.
  • C. Add sales reps to the Opportunity Team.
  • D. Use Flow with a scheduled action and an email alert.

Answer: A,D


NEW QUESTION # 32
Universal Containers is migrating data from a legacy system into Salesforce. The company needs to migrate
lead, contact, and opportunity data from its legacy system and must be able to report on historical lead
conversion for both legacy and newly created data. What is the recommended order for data migration?

  • A. User, Opportunity, Account, Contact, Lead.
  • B. User, Account, Contact, Opportunity, Lead.
  • C. User, Contact, Account, Lead, Opportunity

Answer: B


NEW QUESTION # 33
Universal Containers acquires sales leads each year through trade show attendance by its sales and marketing employees. Occasionally, duplicate leads are generated when the marketing team imports leads that already exist in the system. What should a consultant recommend to prevent duplicate leads in the system?

  • A. Lead Import wizard
  • B. Data loader with find duplicate setting
  • C. Find duplicate button
  • D. Data.com

Answer: A


NEW QUESTION # 34
The sales at Cloud Kicks needs to track the number of retail locations for each of its Leads. Once the Lead is converted, the sales team wants to see the number of retail locations related to its customer. The service team also wants to view this information. Which two actions should the Consultant take to meet this requirement? Choose 2 answers

  • A. Update the Account with number of retail locations after it has been converted.
  • B. Create a rollup field on the Account to calculate the number of retail locations.
  • C. Map the custom field from the Lead object to the custom field on the Account object during lead conversion.
  • D. Create custom fields on the Account and Lead objects to store the number of retail locations.
  • E. Map the custom field from the Lead object to the standard field on the Account object during lead conversion.

Answer: C,D


NEW QUESTION # 35
The consultant at Cloud Kicks has successfully implemented the Einstein Lead Scoring feature, and now wants to measure its effectiveness and track lead conversion rates.
Which three standard dashboards are available?
Choose 3 answers

  • A. Average Lead Score by Lead Source
  • B. Conversion Rate by Lead Score
  • C. Lead Score Distribution
  • D. Conversion Rate by Lead Source
  • E. Lead Scores by Created Date

Answer: B,C,D


NEW QUESTION # 36
The Forecast Category on the Opportunity record maps directly, on a one-to-one basis, to the aggregates on the Forecast tab.

  • A. True
  • B. False

Answer: B


NEW QUESTION # 37
Which best describes the Salesforce Automation feature "Workflow/Approvals" ?

  • A. Enforces the business process.
  • B. Makes sure we recognize those involved in the sales process.
  • C. Determines the sales stages of an organization
  • D. Identifies key stakeholders from the buy side.
  • E. Allows to better automate the sales methodology.
  • F. Ensures that we are tracking our progress towards the desired states.

Answer: E


NEW QUESTION # 38
CORRECT TEXT
Where multiple currencies are enabled, how is theuser'spersonal currency amount displayed?

Answer:

Explanation:
In
parentheses.


NEW QUESTION # 39
Cloud Kicks wants to integrate back-end systems with Salesforce. The track the "Shoe of the Month" product shipments to each customer and the associated tracking information is stored in a back-end tracking system.
Which set of this integration?

  • A. Custom object "Status," Opportunity, Lead, Account, Product
  • B. Custom object "Status," Opportunity, Product
  • C. Custom Lightning Component, opportunity, Lead, Product
  • D. Custom Lightning Component, Opportunity, Product
  • E. Custom object "Status," Opportunity line Item, Product

Answer: B


NEW QUESTION # 40
Universal containers uses a custom object named Insight, which is the child in a master-detail relationship with the opportunity object. Sales teams use this object to create requests for analysts who conduct supporting research regarding an opportunity. Sales teams use Salesforcel mobile app and want to easily create new insight records from their phones. What should a consultant recommend to meet this requirement?

  • A. Create a visualforce page
  • B. Create a custom object tab
  • C. Create a related list button
  • D. Create a publisher action

Answer: B


NEW QUESTION # 41
Cloud Kicks wants to measure the impact of its recent Sales Cloud implementation upon completion.
How should a consultant meet the requirement?

  • A. Evaluate user adoption.
  • B. Establish KPIs.
  • C. Demonstrate new functionality.
  • D. Provide a customer satisfaction survey.

Answer: B


NEW QUESTION # 42
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 efficiently track the reasons why opportunities are being lost, the consultant should create a new custom field on the Opportunity object. This custom field can be used to capture standardized reasons for lost opportunities, allowing for consistent data entry and easy reporting. This approach is straightforward to implement and leverages the existing data structure, ensuring that the information is readily available for analysis and strategic decision-making. Salesforce best practices recommend using custom fields for tracking specific business metrics to enhance data visibility and accuracy.


NEW QUESTION # 43
Cloud Kicks' (CK) high-value opportunities are delayed in the approval process because sales managers' approval requests go unnoticed for various reasons. CK wants to streamline the approval process and give sales managers more ways to approve opportunities in a timely manner.
Which two strategies should the consultant recommend to improve the approval process?
Choose 2 answers

  • A. Create a dashboard of pending approvals and add it to the Chatter feed.
  • B. Enable approvals by email for the approval process for high-value opportunities.
  • C. Build an automation to approve high-value opportunities.
  • D. Allow managers to approve or reject requests via the Approval Requests tab.

Answer: B,D


NEW QUESTION # 44
CORRECT TEXT
Person accounts combine the functionality of accounts with the functionality of contacts. For example, you can:

Answer:

Explanation:
Use contact fields and related lists on person account detail and edit pages Associate person accounts with tasks and events usingeither the Name or Related To fields Send individual and mass emails to person accounts Invite person accounts to multi-person events Add person accounts to campaigns Convert leads into person accounts On cases, enter person accounts in the Account Namefield, the Contact Name field, or both Add person accounts to the


NEW QUESTION # 45
When converting a lead associated with a campaign, will the campaign be associated to the account on conversion?

Answer:

Explanation:
No. Campaigns are typically associated with Opportunity. 'Primary Campaign Source' is the field that tracks the campaign associated with a lead prior to lead conversion. This value can be manually changed in the lead detail. It provides 100% of the amount revenue credited to the specified campaign.


NEW QUESTION # 46
Cloud Kicks has just deployed an of its configurations. The admin wants to build a separate process but uses most of the objects that were deployed.
What is the best practice a consultant should recommend to the admin?

  • A. Build in a Developer Sandbox and test changes in a test release environment.
  • B. Build m a test release environment and test changes in Production.
  • C. Build m a test release environment and test changes in a test release environment.
  • D. Build in a Developer Sandbox and test changes in Production.

Answer: A


NEW QUESTION # 47
Territory Mgt (why use it?) - choose 3 answers:

  • A. Alignment of overlay sales teams
  • B. Sales commissions
  • C. Data access rules for accounts & opportunities
  • D. Assigning accounts to territories
  • E. Currency reconciliation

Answer: A,C,D


NEW QUESTION # 48
Universal Containers has set accounts, contacts, and opportunities to private. Sales representatives manage the accounts for which they are the account owner. The company also employs sales specialists to assist sales representatives on deals. What should a consultant recommend to allow the sales specialists to see account information and any opportunity information associated with an account?

  • A. Assign the sales specialists to the same role in the role hierarchy as the account owners.
  • B. Assign the sales specialists to the same profile as the account owners.
  • C. Add the sales specialists to the account team and assign them read access to opportunities.
  • D. Share opportunities manually with the sales specialists and assign them read access.

Answer: C


NEW QUESTION # 49
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