Sales Cloud Certification Exam Questions
and Answers (Latest Update 2024)
What are the factors that influence sales metrics, drive KPI's
and form key business challenges?
A. Weak pipeline
B. Low productivity (sales rep)
C. Poor predictability (forecast)
D. Ineffective selling - Correct Answer ✅ A. Weak pipeline
What are the factors that influence
marketing metrics and drive key marketing
business challenges?
A. Insufficient lead generation
B. Poor alignment with sales
C. Measuring marketing ROI - Correct Answer ✅ A.
Insufficient lead generation
Explain a sales territory? - Correct Answer ✅ An account
sharing system that grants access based on characteristics of
accounts.
,Sales Cloud Certification Exam Questions
and Answers (Latest Update 2024)
What are the components
of a territory? - Correct Answer ✅ • A collection of
accounts and users that have (at a minimum) read-access to
accounts,
regardless of owner
• Users within a territory have Read, Read/Write or Owner
(the ability to view, edit,
transfer, and delete record) access to records
contained within the territory
• M:M between account, territory and user
• Ability to manually add accounts to territories
or use assignment rules to auto allocate accounts to a
territory
What are the key benefits of Territory Management? -
Correct Answer ✅ • The ability to use account criteria to
expand a private sharing model
• Provide support for complex and frequently changed sales
organization structures
,Sales Cloud Certification Exam Questions
and Answers (Latest Update 2024)
• Provide support for transferring users between territories,
with the option to retain opportunities
• Enable multiple forecasts per user, based on territory
membership
• Enable territory-based sales reports
Are accounts, leads, opportunities and contacts all subject to
the sharing enabled through territory management? -
Correct Answer ✅ No. Territory management only affects
accounts and the
standard objects that have a master-detail relationship to
accounts. For example, opportunities are included in
territory management but leads are not.
Do territories need to be geographically defined? - Correct
Answer ✅ No, territories can be setup according to any
hierarchy that you like.
How do territories affect
forecasts? - Correct Answer ✅ When you enable territory
management for your
, Sales Cloud Certification Exam Questions
and Answers (Latest Update 2024)
organization, your forecast data is derived from the
opportunities that are associated with the accounts in your
territories.
Users will have a different forecast for each territory to
which they are assigned.
Is territory management automatically enabled out of the
box? - Correct Answer ✅ No. Territory management is not
enabled by default in
Salesforce. To request territory management for your
organization, contact salesforce.com.
What prerequisites must you meet before territory
management can be enabled? - Correct Answer ✅ Your
organization must be using customizable forecasting
in order to enable territory management. (Check this, might
not be accurate any longer)
What happens when you enable territory management? -
Correct Answer ✅ • Your Org Name is set as the top of the
territory hierarchy
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