Sales Cloud Consultant Practice Exam: Test Your Knowledge 2025

A sales manager wants to track the effectiveness of different sales methodologies across their team. They need to capture specific information at each stage of the sales process that varies by product line. What is the best solution to meet this requirement?

Universal Containers has a complex organizational structure where opportunities should be visible to sales reps in the same region, even if they don't own the account. The account hierarchy uses a private sharing model. What is the most efficient way to accomplish this?

A B2B company's sales cycle typically takes 6-9 months, and they need to track multiple decision-makers at customer organizations who influence the buying decision. What Sales Cloud feature should be recommended?

A sales organization wants to automatically convert leads to accounts, contacts, and opportunities when they reach a certain lead score threshold. However, they want sales reps to review and approve the conversion before it happens. What is the best approach?

During discovery, a consultant learns that a company has 50 sales representatives, 5 sales managers, and processes approximately 10,000 opportunities per year. They currently use spreadsheets and want to move to Salesforce. What is the MOST important first step in the implementation?

A company uses a third-party marketing automation platform that creates leads in Salesforce. Sales reps report that many duplicate leads are being created with slightly different information. What combination of features should be implemented to address this issue?

A sales team wants to track competitors mentioned during the sales process and analyze which competitors are most frequently encountered. What is the standard Sales Cloud capability to meet this requirement?

Universal Containers has a private account model and uses account hierarchies. A sales rep owns a parent account but not its child accounts. They need to run a report showing all opportunities across the entire account hierarchy. What feature enables this capability?

A manufacturing company follows a consultative sales approach where sales engineers need to collaborate on technical requirements during the sales process. What Sales Cloud feature would best facilitate this collaboration?

A SaaS company needs to track recurring revenue and allow sales reps to easily create renewal opportunities when subscriptions are expiring. What combination of Sales Cloud features should be recommended?

A retail company is implementing Salesforce and needs to treat individual consumers as accounts since they don't have traditional business relationships. What account model should be implemented?

A company wants to provide their partner organizations with access to Salesforce so they can register deals and track their pipeline. Partners should only see their own opportunities and accounts. What is the recommended solution?

Sales leadership wants a dashboard that shows real-time pipeline coverage by sales rep and region, with the ability to drill down into specific opportunities. What should a consultant recommend?

A pharmaceutical company must track which sales reps have visited which healthcare providers and ensure compliance with industry regulations. They need detailed visit reports and approval workflows. What should be implemented?

A sales team uses email heavily to communicate with prospects and customers. They want to automatically log emails to relevant records and track email engagement. What combination of features should be recommended?

A company wants to implement lead scoring based on demographic information (job title, company size) and behavioral data (email opens, website visits). High-scoring leads should be prioritized for sales follow-up. What is the best solution?

During a Sales Cloud implementation, a consultant discovers that the client has three different sales teams selling different products with unique processes, data requirements, and reporting needs. What is the best design approach?

A company has completed their Sales Cloud implementation and is planning the rollout to 200 users across multiple regions. What is the recommended approach for user training and adoption?

A financial services company needs to track household relationships where multiple contacts share accounts and opportunities. They need to see roll-up summaries of total assets under management across all related contacts. What is the best solution?

Sales operations wants to build a report showing closed-won opportunities by product family, with average deal size and win rate percentage. The report should be grouped by quarter. What report format should be used?