Sales-Con-201 Consulting Practices Practice Question
A consultant has completed the configuration of a Sales Cloud sandbox. Before promoting the changes to staging and production, what is the best practice for documenting the configuration work?
Answer choices
Why each option matters
Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.
Correct answer & explanation
✓
Create and maintain a comprehensive Technical Design Document (TDD) detailing objects, fields, flows, profiles, and permissions.
Maintaining a comprehensive Design and Configuration document ensures traceability and aids future administrators.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Export the entire schema into an unformatted CSV file without field descriptions.
Why it's wrong here
CSV exports lack context, business rules, and design rationale.
- ✗
Record a video walkthrough of the sandbox setup and email it to the client admin.
Why it's wrong here
Video walkthroughs are helpful supplementary aids but lack structured reference capability for audits.
- ✓
Create and maintain a comprehensive Technical Design Document (TDD) detailing objects, fields, flows, profiles, and permissions.
Why this is correct
A TDD provides a permanent reference record of all custom metadata and configuration.
- ✗
Rely entirely on the automatically generated Salesforce release notes.
Why it's wrong here
Release notes do not document custom configurations made for a specific client.
About these practice questions
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JA
Written and reviewed by Johnson Ajibi, MSc IT Security
Senior Network & Security Engineer · founder of Courseiva
Last reviewed August 2026 · checked against the official Salesforce exam blueprint
This Sales-Con-201 practice question is part of Courseiva's free Salesforce certification practice question bank. Courseiva provides original exam-style practice questions with explanations, topic-based practice, mock exams, readiness tracking, and study analytics to help learners prepare for the Sales-Con-201 exam.