Sales-Con-201 Practical Application OF Sales Cloud Expertise Practice Test 2 — 15 Questions

Question 1

A sales team uses Campaigns to track trade show ROI. They need to measure the total value of all won opportunities associated with a specific campaign. Which standard Salesforce feature calculates this metric?

Choose an answer to begin — your selection is scored in the full session.

Accepted Answer

Campaign Statistics fields calculated by Salesforce automatically.. Campaign statistics fields like Value Won Opportunities.

Answer

Opportunity split types mapped to campaign records.

Answer

Custom Roll-Up Summary fields on the Campaign object pointing to Opportunities.

Answer

Campaign Hierarchy roll-up summaries.

Question 2

A company uses Orders in Sales Cloud. When an order is activated, what happens to the order record regarding editability?

Accepted Answer

The order status becomes Activated, and standard fields become read-only to preserve financial integrity.. Activated orders cannot be edited unless deactivated or permitted by custom profile permissions.

Answer

The order is automatically deleted from the system and converted into an invoice.

Answer

The order record is locked and cannot be edited by any user.

Answer

The order status resets to Draft automatically after 24 hours.

Question 3

An administrator needs to ensure that opportunity revenue is split among multiple sales reps based on both quota attainment and credit for closing the deal. Which feature should be enabled?

Accepted Answer

Opportunity Splits. Opportunity Splits (Revenue and Overlay/Split types).

Answer

Advanced Currency Management

Answer

Account Teams and Opportunity Teams

Answer

Multi-Currency and Territory Management

Question 4

Universal Containers requires sales reps to follow a strict qualification process before an opportunity can be moved to the 'Proposal/Price Quote' stage. Which TWO features can an administrator use to enforce this requirement? (Choose two.)

Accepted Answer

Guided Selling paths with mandatory Key Fields.. Validation Rules and Path Key Fields or Stage gating.

Answer

A custom report type filter.

Answer

Salesforce Surveys sent automatically via flow.

Answer

Default opportunity team creation rules.

Question 5

An administrator needs to configure Account Teams for an organization. Which THREE capabilities do Account Teams provide? (Choose three.)

Accepted Answer

Allow users to set up a Default Account Team to quickly add members to their accounts.. Account Teams provide record access, team roles, and default team settings.

Answer

Automatically enforce territory realignment based on account revenue changes.

Answer

Allow users to set up a Default Account Team to quickly add members to opportunities they own.

Question 6

When configuring Collaborative Forecasts, which THREE metrics or parameters can be selected to define forecast types? (Choose three.)

Accepted Answer

Opportunity Quantity. Forecast types can use Revenue, Quantity, or Opportunity Splits.

Answer

Lead Conversion Count

Answer

Campaign ROI Percentage

Question 7

A sales manager wants to ensure that all opportunities created by a specific team automatically include predefined standard products. Which TWO methods can an administrator use to achieve this? (Choose two.)

Accepted Answer

A record-triggered Flow that creates Opportunity Product records when an Opportunity is created with a specific criteria.. Lightning Flows or Apex or standard default price book setup (though default products usually require automation or CPQ). Let's frame around Flows and Apex or Opportunity Templates.

Answer

A custom button leveraging URL hacking to launch a flow with pre-selected products.

Answer

Standard Opportunity Product Default settings in Setup.

Answer

Configuring a Price Book entry override rule in Account Settings.

Question 8

An administrator is setting up Lead Assignment Rules for inbound web leads. Which TWO criteria types are available when defining assignment rule entries? (Choose two.)

Accepted Answer

Criteria are met (Standard field operator comparisons).. Lead criteria can be based on field values or custom formulas.

Answer

Assigned user's role hierarchy depth.

Answer

Chatter post sentiment analysis score.

Answer

Direct integration with Einstein Lead Scoring threshold.

Question 9

An organization uses Enterprise Territory Management. Which THREE actions can be performed using territory rules? (Choose three.)

Accepted Answer

Manually run territory rules for a model to re-evaluate all accounts in the model.. Territory rules assign accounts based on criteria, evaluate existing accounts, and can be run manually or on save.

Answer

Automatically assign users to territories based on user profile attributes.

Answer

Automatically convert leads upon meeting territory assignment criteria.

Question 10

Which THREE factors affect whether a user can convert a Lead in Sales Cloud? (Choose three.)

Accepted Answer

The user has the 'Convert Leads' user permission enabled in their profile or permission set.. Lead conversion requires 'Convert' permission, edit access to lead/account/contact/opportunity, and active user status.

Answer

The Lead has at least one associated Task in the Activity timeline.

Answer

The Lead's email address matches an existing Contact in the database.

Question 11

Sales reps at Cloud Kicks frequently need to send the exact same multi-line introductory email template to newly assigned Leads. Which feature should the administrator configure to streamline this process?

Accepted Answer

Email Templates. Email Templates combined with List Email or Send Email actions allow users to send standardized messages efficiently.

Answer

Sales Cadences

Answer

Macro Builder

Answer

Quick Actions on Campaign

Question 12

Universal Containers wants sales reps to track whether an email interaction with a Lead was positive, neutral, or negative. Which feature should the administrator configure to capture this specific qualitative data on the standard Task object?

Accepted Answer

Create a custom picklist field on the Task object.. Custom fields can be created on the standard Task object to capture specific qualitative details like sentiment.

Answer

Modify the standard Subject field to be a dependent picklist.

Answer

Enable Opportunity Scoring in Einstein to categorize task outcomes.

Answer

Enable Email-to-Case to automatically score inbound email sentiment.

Question 13

A sales manager at Ursa Major Solar needs to ensure that when an Opportunity is created from an accepted Lead, specific custom Lead fields (e.g., Budget__c and Timeline__c) automatically populate the corresponding custom Opportunity fields. What is the most efficient declarative method to achieve this?

Accepted Answer

Use Lead Settings in Setup to map standard and custom Lead fields to Opportunity fields.. Mapping custom lead fields to custom opportunity fields ensures that data transfers seamlessly upon conversion.

Answer

Configure a Process Builder to update the converted Opportunity upon creation.

Answer

Create a Record-Triggered Flow on the Opportunity object to look up the related Lead.

Answer

Write an Apex trigger on Lead conversion to copy field values.

Question 14

Northern Trail Outfitters uses Collaborative Forecasting with Opportunity Revenue. A sales rep updates an Opportunity stage from 'Prospecting' to 'Closed Won' and changes the Amount from $10,000 to $12,000, but fails to update the Close Date, which remains set to a date in the previous fiscal quarter. How does this impact the forecast?

Accepted Answer

The $12,000 will be attributed to the previous fiscal quarter forecast based on the Close Date.. Forecasts rely on the Close Date to determine which time period the revenue is attributed to.

Answer

The forecast will show an error until the Close Date is updated to match the current fiscal quarter.

Answer

The $12,000 will appear in the current fiscal quarter forecast based on the date the stage changed.

Answer

The opportunity will be excluded entirely from forecasts because it is closed-won with a mismatched date.

Question 15

An administrator at DreamHouse Realty needs to ensure that Quotes generated from an Opportunity always reflect the active Price Book entries. When a sales rep adds a new Quote to an Opportunity, what dictates the available Products and prices?

Accepted Answer

The Price Book selected on the Opportunity record.. The Price Book associated with the Opportunity dictates the available products and pricing for associated quotes.

Answer

The Standard Price Book regardless of the Opportunity Price Book.

Answer

The user profile permissions governing Price Book access.

Answer

A global price book assignment rule defined in Setup.