Free CERTIFIED-SALES-CLOUD-CONSULTANT Salesforce CERTIFIED-SALES-CLOUD-CONSULTANT Practice Test Question

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Showing 1–3 of 24 questions

Question 1 (Topic 1)

The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly. What should be recommended?

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  • Schedule a custom forecast report to run weekly and store the results in a custom report folder.
  • Create a reporting snapshot to run weekly and store the results in a custom object.
  • Create a reporting snapshot to run daily and store the results in a custom object.
  • Schedule a custom forecast report to run daily and store the results in a custom report folder.
Question 2 (Topic 1)

Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met?

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  • Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull the value from the Contact object.
  • Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object.
  • Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two fields for conversion. Use a trigger to update the Contact field with the Account value.
  • Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull the value from the Account object.
Question 3 (Topic 1)

Northern Trail Outfitters uses a third-party application for credit ratings. An external web-based credit application has to be launched from a customer's account record in Salesforce. The application uses a credit ID on the account object. What should be created to meet this requirement?

Select an option, then click Submit answer.

  • A workflow rule to launch the product fulfillment application and pass the credit ID
  • A custom button that calls an Apex trigger to launch the credit application and pass the credit ID
  • A custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID
  • A formula field that uses the hyperlink function to launch the credit application and pass the credit ID