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Salesforce Certified Sales Cloud Consultant Sample Questions (Q186-Q191):

NEW QUESTION # 186
Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has closed the most deals in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few of them.
Which action can forecast managers perform?

A. Share the forecast with any Sales Cloud user.
B. Add a Forecasts tab to the Sales app.
C. Add territory forecast to the hierarchy.

Answer: A

Explanation:
When using Collaborative Forecasts with Territory Management in Salesforce, forecast managers play a crucial role:
Forecast Managers: Assigned to territories, they are responsible for managing and submitting forecasts for their territories. They can view, adjust, and share forecasts within their organization.
Sharing Forecasts: Forecast managers can share their forecasts with any Sales Cloud user who has the necessary permissions. This promotes collaboration and transparency across different territories and teams.
Reference: Salesforce Help - Share Forecasts
Adding Territory Forecasts: Only administrators can add territories to the territory hierarchy or set up territory forecasts. Forecast managers do not have the capability to add territory forecasts to the hierarchy.
Forecasts Tab: While users can customize their own tabs, adding a Forecasts tab to the Sales app is typically an administrative task and not specific to forecast managers.
Therefore, the action that forecast managers can perform is sharing the forecast with any Sales Cloud user.

NEW QUESTION # 187
The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office.
What should a consultant recommend?

A. Enable Conversions for the Salesforce mobile app in Lead Conversion settings.
B. Install an AppExchange package to convert leads via the Salesforce mobile app.
C. Create a Global Action to convert leads vie the Salesforce mobile app.

Answer: C

Explanation:
Creating a Global Action to convert leads via the Salesforce mobile app allows sales reps to efficiently convert leads while on the go. This approach ensures that the functionality is easily accessible from the mobile interface, streamlining the lead conversion process for sales reps who are frequently traveling.
Reference:
Global Actions Overview
Setting Up Global Actions

NEW QUESTION # 188
Cloud Kicks wants to set up Contacts and Accounts, where Contacts can be associated to multiple Accounts. Additionally, Cloud Kicks wants the ability to identify where activities are happening at the Account level.
Which two configurations will allow this setup?
Choose 2 answers

A. Add relevant fields for Account Contact Relationship to the page layouts.
B. Set up Lookup fields on the Account for each tier of relationship.
C. Enable the roll-up to a contact's primary account.
D. Allow users to relate a Contact to multiple Accounts in Account settings.

Answer: A,D

NEW QUESTION # 189
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?

A. Include the Forecast Manager field on the Account page layout.
B. Assign a Forecast Manager to each region.
C. Assign a role for each manager in the user role hierarchy.

Answer: B

Explanation:
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

NEW QUESTION # 190
Cloud Kicks has a large remote sales department working in many different locations. Management wants greater visibility into the opportunities in progress with their respective teams. They also want to receive emails when opportunities reach key metrics (for example, stage progression) or a high probability. However, they want to control the frequency of their emails.
Which solution should a consultant recommend?

A. Subscribe to Chatter Feed Tracking to receive updates.
B. Create a report filtering for the criteria and allow managers to subscribe to the report.
C. Define a record-triggered flow when the stage is updated to new values.

Answer: B

Explanation:
Subscribing to a report allows managers to receive scheduled emails that summarize key metrics and track changes on opportunities. In this scenario, managers can configure report subscriptions to include criteria such as stage progression or probability thresholds. Additionally, they can control the frequency of these email notifications to suit their needs. This provides a practical solution for Cloud Kicks' management to monitor opportunity progress without requiring constant, real-time alerts.
For more information on report subscriptions, see: Salesforce Report Subscriptions.

NEW QUESTION # 191
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