Question # 1
| When emails sync by Einstein Activity Capture, how are the emails matched to Sales Cloud
records? | | A. Matching Is based on the standard Email field. | | B. Matching is based on any Email field. | | C. Matching is based on Full Name and standard Email field. |
A. Matching Is based on the standard Email field.
Explanation: With Einstein Activity Capture, emails are matched to Sales Cloud records
based on the standard Email field. Here’s why:
Matching Logic: Einstein Activity Capture uses the email address in the standard
Email field of Lead or Contact records to automatically associate emails with
corresponding records. This ensures that communications are correctly linked to
relevant Sales Cloud data.
Standard Field Matching: By matching on the standard Email field, Salesforce
ensures consistency and accuracy in associating emails with Lead and Contact
records, facilitating better tracking and visibility into customer interactions.
Salesforce Best Practices: Salesforce’s documentation specifies that Einstein
Activity Capture uses the standard Email field for matching, which allows for
reliable and consistent syncing of email interactions.
References: Additional details on Einstein Activity Capture and Email Matching
can be found in Salesforce resources, which outline how emails are matched to
Lead and Contact records based on standard fields.
In summary, matching is based on the standard Email field (Option A) for associating
emails with Sales Cloud records when using Einstein Activity Capture.
Question # 2
Sales reps at Universal Containers want to know when a customer or prospect contact
opens an email the reps sent so they can follow up with the contact shortly afterward.
Which tool should a consultant recommend to meet the requirement? | | A. Salesforce Inbox | | B. Enhanced Email | | C. Einstein Activity Capture |
A. Salesforce Inbox
Explanation: Salesforce Inbox provides email tracking capabilities, allowing sales reps to
see when recipients open emails, click links, or reply. This real-time tracking enables reps
to follow up promptly after a customer or prospect has interacted with an email, which
aligns with Universal Containers' requirement for immediate insights on email engagement.
Real-Time Email Tracking: Salesforce Inbox offers insights into customer
interactions, giving reps timely information on when emails are opened, which can
help prioritize follow-up actions.
Integration with Sales Cloud: It integrates directly with Sales Cloud, enabling reps
to manage customer interactions seamlessly from their inbox.
Option B (Enhanced Email) and Option C (Einstein Activity Capture) lack direct email
open tracking, which is specifically offered by Salesforce Inbox. More information on
Salesforce Inbox can be found in Salesforce Inbox documentation.
Question # 3
A consultant is initiating a Sales Cloud project for Cloud Kicks.
Which essential action should the consultant prioritize to ensure successful implementation
and adoption? | | A. Design end user training plan. | | B. Set project milestones and establish key performance indicators (KPIs). | | C. Develop Quality Assurance (QA) testing scripts. |
B. Set project milestones and establish key performance indicators (KPIs).
Explanation: For successful Sales Cloud implementation and adoption, establishing clear
project milestones and defining KPIs is crucial. These elements provide a structured
framework for measuring progress and ensuring that the project aligns with business
objectives. By setting measurable KPIs, the consultant can track essential metrics like user
adoption rates, data quality, and process efficiency, which are critical for gauging success
and making data-driven adjustments as needed. This approach ensures that the
implementation stays on track and that any issues can be addressed proactively
Question # 4
Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an
automated process to assign Account owners. If no assignment can be made for an
account, it will be
routed to a specific user who will manually review and re-assign it at a later date. This user
may have thousands of account records assigned.
Which solution should the consultant recommend when CK sets up the new account
process? | | A. Place the user in 4 separate role at the highest level! of the role hierarchy. | | B. Assign the Modify All Data permission to the user. | | C. Add the user to a separate role at the lowest level of the role hierarchy. |
C. Add the user to a separate role at the lowest level of the role hierarchy.
Explanation: When assigning a large number of records to a single user, as in the case of
routing unassigned accounts for manual review, it’s best to place that user at the lowest
level of the role hierarchy. This configuration ensures that the user has access only to
records they directly manage or need to review, minimizing unnecessary data visibility and
reducing security risks. Placing the user at the lowest level in the hierarchy helps maintain
data integrity and provides clear lines of record ownership.
For additional guidance on role hierarchy best practices, see: Salesforce Role Hierarchy
and Sharing.
Question # 5
Sales leadership at Universal Containers is concerned that sales reps are negotiating deals
with contacts without the authority to make a decision, resulting is lost deals.
What should the consultant recommend to resolve the issue? | | A. Allow sales reps to mark the contact on each opportunity as ‘’Primary’’ to indicate the
decision maker | | B. Require sales reps to add the stakeholder as the decision make on each opportunity
before the rep can progress the stage. | | C. Enable Opportunity Teams so sales reps can track the decision maker for each opportunity. |
B. Require sales reps to add the stakeholder as the decision make on each opportunity
before the rep can progress the stage.
Explanation: To avoid lost deals due to negotiating with non-decision makers, requiring
sales reps to identify and designate a contact as the decision maker on each opportunity
ensures that the appropriate stakeholders are involved. This approach enforces the
validation of the decision maker role, which can help prevent deals from stalling or being
lost due to lack of authority on the contact's part. Salesforce allows configuration of
required fields or processes to make sure critical information is captured before advancing
stages, helping align the sales process with effective decision-making structures.
Refer to Salesforce's Opportunity Contact Roles documentation for further insights on
managing contacts in opportunities.
Question # 6
The Cloud Kicks marketing team purchased a marketing automation tool and is
implementing a lead qualification process. The sales director provided key attributes and
activity history of the ideal lead.
What should the consultant do to help marketing improve the process? | | A. Create reports based on the sales metrics provided in the marketing automation tool and
train marketing users to identify and qualify leads. | | B. Develop the Lead score and grade in the marketing automation tool to automatically
determine when a lead should become qualified. | | C. Set up the marketing automation tool to send prospects to the sales director and ask
sales reps to assist in the qualification process. |
B. Develop the Lead score and grade in the marketing automation tool to automatically
determine when a lead should become qualified.
Explanation: To enhance the lead qualification process, developing a Lead score and
grade in the marketing automation tool is the most effective approach. Here’s why:
Automated Qualification: By using lead scoring and grading, the marketing
automation tool can evaluate leads based on key attributes and activity history.
This helps identify which leads meet the criteria for sales readiness, streamlining
the handoff to sales.
Improved Lead Quality: Scoring and grading allow the marketing team to prioritize
high-quality leads based on factors that indicate a higher likelihood of conversion,
which aligns with the sales director’s specifications for an ideal lead.
Salesforce Best Practices: Salesforce recommends using lead scoring and grading
to automate and refine the lead qualification process, improving efficiency and
alignment between marketing and sales.
References: Details on Lead Scoring and Marketing Automation can be found in
Salesforce documentation, which covers best practices for improving lead quality.
In summary, developing the Lead score and grade in the marketing automation tool
(Option B) provides an automated method to qualify leads based on specific criteria,
improving the overall lead management process.
Question # 7
The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to
complete their tasks. The sales team needs to create
and edit leads, contacts, and opportunities with ease.
Which feature should the consultant recommend the sales team use? | | A. Smart Actions | | B. Lightning Mobile Component | | C. Einstein Activity Capture |
A. Smart Actions
Explanation: Smart Actions streamline data entry and common tasks in the Salesforce
mobile app, allowing users to quickly create and edit records such as leads, contacts, and
opportunities. These actions provide a simplified and intuitive interface tailored for mobile
use, enhancing productivity and usability for the sales team. By utilizing Smart Actions,
Cloud Kicks' sales team can efficiently manage their tasks on the go without needing to
navigate complex forms or screens.
Reference: Salesforce Mobile Smart Actions
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