Salesforce Sales Cloud Certification
A company that uses Salesforce has a large number of duplicate leads that
could potentially have useful information. Which of the following solutions
should be utilized to cleanse the records and remove duplicates?
Choose 2 answers.
A. Use the Salesforce duplicate rules functionality.
B. Use an AppExchange solution.
C. Use the Salesforce duplicate jobs functionality.
D. Find and delete duplicate leads via Data Loader. - correct answer-BC
To dedupe existing data, an AppExchange product could be used. Salesforce does include
the ability to find duplicates on individual records, but this is not suitable when there is a
large number of records to process. The duplicate jobs functionality can scan existing
records such as leads and use matching rules to identify duplicates; the feature is only
available in certain editions.
Duplicate leads (or any records) must always be merged with the original record - and not
deleted - so as to avoid data loss. The Salesforce duplicate & matching rules functionality
only avoids duplication while creating or editing existing records.
A marketing specialist of Cosmic Gemina is required to design a campaign management
process for a marketing plan. The process should primarily focus on the development and
execution of campaigns. Which of the following activities should be included in the plan?
Choose 2 answers.
A. Designing the import process and integration
B. Designing the concept
C. Outlining the roles and responsibilities
D. Defining the criteria for lead qualification - correct answer-BC
A sales rep of Cosmic Solutions created a task to call a contact related to the
'Edge Communications' account. He would like to follow up on the task by
meeting with the contact at a particular location. Which of the following can
be created in Lightning Experience to allow the sales rep to follow up and
ensure that the account and contact are copied from the original task?
Choose 1 answer.
A. Follow-Up Record
B. Follow-Up Activity
C. Follow-Up Task
D. Follow-Up Event - correct answer-D
,A follow-up event can be created in Lightning Experience to follow up on an existing task.
The key information is copied from the original task so sales reps don't have to enter data
twice. Unlike a follow-up task, a location can be specified in a follow-up event. There is no
follow-up activity or record.
A sales representative has sold a deal to supply software to a customer, with
the license costs paid monthly. The deal is for 2 years. There are 3 software
products included in the deal. How would the deal be represented in
Salesforce?
Choose 1 answer.
A. An Opportunity that has 3 Opportunity Product Line Items, each
with multiple revenue schedule records
B. An Opportunity that has 3 Opportunity Product Line Items, with
a quantity schedule related to each product
C. An Opportunity that has 3 Opportunity Product Line Items, each
with one revenue schedule record
D. An Opportunity that has 3 Opportunity Product Line Items,
with one quantity schedule record - correct answer-A
The software is delivered at one time, so a quantity schedule is not required. As there are 3
products and the revenue for each will be collected monthly, each Opportunity Product Line
Item would have 24 associated revenue schedule records.
A sales representative wants to send a personalized email to all the leads who
are part of a campaign. The sales rep has created a custom list view that
displays all the leads in the organization. What can be done to make sure that
the list email is sent only to the leads who are members of the campaign?
Choose 2 answers.
A. Filter the lead list view by the campaign name and add it to the list
email.
B. Filter the campaign member view by the 'Type' field before adding
the campaign members to the list email.
C. Use the 'Campaign Members' related list on the campaign
record to send a list email to the lead list view.
D. Specify the name of the campaign in the list of recipients while
creating the list email. - correct answer-AB
A contact or lead list view can be filtered by the name of a campaign to ensure that the list
view only contains members who are part of the campaign. This list view can then be added
to the list of recipients while creating a list email from the 'List Emails' tab to make sure that
the list email is sent only to the members of the campaign. In this case, since a list email
needs to be sent to all leads related to a campaign, a lead list view that is filtered by a
campaign can be used.
Another way to send the list email is using the campaign member view associated with a
campaign record. By filtering the 'Type' field to display only leads, the recipients can be
manually selected and then added to the mailing list by clicking the 'Send List Email' button
in this view.
,Specifying the name of the campaign in the list email would add all members of the
campaign as recipients, which would include contacts as well as leads.
Although the 'Campaign Members' related list can be used to send a list email to leads in a
custom lead list view, it cannot be used to filter a list view by the name of the campaign.
A Salesforce Administrator has set up the Kanban View on the Opportunity
home page to be used by their company sales reps. What are the factors that
should be considered when using this display view?
Choose 3 answers.
A. Lead conversions can be performed in a kanban view.
B. Mass actions such as delete records and change record types
are available in kanban view.
C. In a multi-currency-org, kanban views show amounts in the
user's personal currency.
D. Users must have 'Edit' access to drag records to a different
kanban column.
E. 'Closed Lost' opportunities are hidden in kanban views. - correct answer-CDE
When users switch to the kanban view, there are a few important factors that should be
considered. Mass actions and Lead conversions cannot be performed in this view. Users
that don't have 'edit' access to a record cannot drag their card to a different kanban column.
Opportunities that have 'Closed Lost' status are not visible in kanban views. Lastly, if multiple
currencies are enabled in the org, kanban views show amounts in the user's personal
currency.
A Salesforce consultant is explaining how Salesforce Order Management
works. Which of the items described below are correct?
Choose 3 answers.
A. After an Order has been activated, Order Products cannot be
deleted
B. An Order must have at least 1 product associated with it prior
to activation
C. Order products can never have negative quantities
D. After an Order product has been reduced, the Order Product can
no longer be deleted
E. Orders are automatically created when Contracts are activated - correct answer-ABD
Orders are not automatically created when Contracts are activated. If an Order is associated
with a Contract, the Contract must be activated before the Order can be activated. An Order
should have at least one product associated with it before it can be activated.
If an Order is activated or reduced, the Order Products cannot be deleted. It is possible to
have negative quantities in Order Products by enabling the negative quantity feature under
Order Settings in Setup.
An account manager at Cosmic Circle Financial is on a leave of absence, and
, the administrator has been asked to transfer the account records owned by
him to a sales manager. Which of the following are transferred with account
records by default using the mass transfer feature in Salesforce?
Choose 2 answers.
A. Open opportunities that belong to the account manager
B. Open cases assigned to the account manager
C. Open activities assigned to the account manager
D. Completed activities assigned to the account manager - correct answer-AC
In Salesforce Classic and Lightning Experience, accounts can be mass transferred to other
users. By default, the new user will own associated Contacts, open Opportunities, Contracts
in Draft & In Approval Process status, Orders in Draft status, Notes, Attachments, and open
Activities assigned to the existing owner.
The option to transfer associated open cases assigned to the existing owner can be
optionally selected. There is no option to include associated completed activities in the mass
transfer feature.
Analyze Phase - correct answer-Gather Requirements
Prioritize requirements and confirming business value
Documenting workshop results
Identify gaps between requirements and project scope
Obtain Signoff of Requirements document
Build Phase - correct answer-Application config and code development in sandbox
Alpha and Beta reviews confirm configuration and demonstrates how it will be used
Data Migration build and review
Training material development
Cosmic Circle Financial has found that sales reps are wasting a lot of time
trying to contact leads and even existing customers because of outdated
information. They are considering using a Lightning Data service from the
AppExchange. How could it assist in this situation?
Choose 2 answers.
A. Update Lightning Data with Salesforce data if the Salesforce
data is believed to be more accurate
B. Automatically cleanse existing data on a daily basis
C. Determine on a field-by-field basis to keep the Salesforce data
value or use the data from the data service
D. Enrich the existing data in real-time - correct answer-CD
With Lightning Data, the 'Check for New Data' button can be used to compare and update
data in real-time. After values are compared between the data service and Salesforce data,
values can be selected for each field, keeping the Salesforce field value or updating the data
from the data service provider.
Rules can be configured to compare and update records automatically but the frequency
varies according to the data service provider. Salesforce data can be updated from the data
The benefits of buying summaries with Stuvia:
Guaranteed quality through customer reviews
Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.
Quick and easy check-out
You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.
Focus on what matters
Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!
Frequently asked questions
What do I get when I buy this document?
You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.
Satisfaction guarantee: how does it work?
Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.
Who am I buying these notes from?
Stuvia is a marketplace, so you are not buying this document from us, but from seller ACTUALSTUDY. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy these notes for $7.99. You're not tied to anything after your purchase.
