Sales Cloud Consultant Practice Exam 2025: Latest Questions

A sales manager wants reps to consistently capture key qualification details (Budget, Authority, Need, Timeline) on every new Lead. The company wants an approach that is easy to report on and encourages consistent data entry. What should the consultant recommend?

Sales leadership wants reps to follow a consistent sales process and see the required steps per stage, with guidance on what to do next and which fields to complete. Which Sales Cloud feature best supports this requirement?

A consultant is asked to ensure that sales reps only see Opportunities for Accounts in their assigned territory, while sales managers can see all Opportunities for their region. What should be recommended?

A company wants to prevent duplicate creation of Accounts when users enter new business customers. They want Salesforce to warn users about potential duplicates and allow controlled merge/management. What should the consultant configure?

Sales operations wants Leads assigned automatically based on geography and product interest, and they want the process to be maintainable as rules change. What should the consultant recommend?

A B2B company sells to large enterprises. The VP of Sales wants forecasting aligned to the team’s Opportunity stages and wants to compare forecasts across regions. Which approach should the consultant recommend?

A company needs to support a partner sales channel where partners can register deals and collaborate with internal reps. Partners should only see their own data and submitted deal registrations. What should the consultant recommend?

A sales team complains that when converting a Lead, they often create a new Contact even when an existing Contact already exists at the Account. They want to reduce duplicates during conversion. What should the consultant recommend?

A company uses a complex Opportunity sales process with multiple product lines. They want different sets of Opportunity stages, page layouts, and required fields based on product line, while still allowing unified reporting. What is the best solution design?

After implementing a new Lead-to-Opportunity process, leadership notices pipeline reports are inconsistent because reps are skipping required fields and selecting incorrect stages to move deals forward. They want to improve data quality without heavy customization and with clear user prompts. Which combination is most appropriate?

Sales managers want each sales rep to start their day with a prioritized list of open opportunities and tasks, and they want the list to automatically update based on due dates and opportunity stage changes. Which Sales Cloud feature best meets this requirement?

A company uses Lead assignment rules, but some leads are being assigned to the wrong sales teams. The issue started after a new rule entry was added. What is the most likely cause?

A sales operations team needs to standardize how users record meeting outcomes on Opportunities and ensure consistent reporting across regions. What is the best approach?

A company sells to both consumers and businesses. They want to track households for consumers and also track company hierarchies for B2B. Which data model approach best supports both needs in Sales Cloud?

A global sales org wants to restrict visibility so that reps can only see Opportunities for Accounts in their region, but executives need visibility into all pipeline. The company does not want to create duplicate records per region. What is the best solution?

A company wants to allow partner users to register deals and collaborate on Opportunities, but they should only see their own partner accounts and related Opportunities. Which solution best fits this requirement?

Sales leadership needs a dashboard showing pipeline by stage, by owner, and trending over time. They also want to compare current quarter pipeline to last quarter at the same point in the sales cycle. Which analytics approach is most appropriate?

A company integrates leads from a marketing automation system. They want to prevent duplicate Leads and Contacts when new records arrive, but they still want users to be able to manually create leads that might match existing contacts for review. What is the best solution?

A company has multiple product lines with different sales steps and probabilities. They want Opportunity forecasts and pipeline reports to be consistent, but each product line needs its own sales process stages. What design best supports this requirement?

A sales org wants to implement a new qualification methodology. Reps must capture key qualification data before moving an Opportunity from Qualification to Proposal. The company wants this enforced without building code and with minimal maintenance. What is the best solution?

A sales operations team wants to improve call logging consistency. Reps frequently forget to log calls after speaking with prospects, and leadership wants better activity reporting without adding extra manual steps. Which Sales Cloud capability best addresses this requirement?

A company’s marketing team uses multiple web forms and list uploads to bring in prospects. They want to automatically route new Leads to the correct sales team based on product interest and region, and ensure the assignment logic is consistent across all Lead sources. What should a consultant recommend?

Sales leadership wants pipeline visibility by product line and requires forecasts to roll up by both a “New Business vs. Renewal” category and geography. The org uses a single Opportunity object and wants to avoid custom objects. What is the best approach?

A company is implementing Sales Cloud for three regions. Each region has different sales stages, page layouts, and required fields. Leadership wants to ensure users only see what is relevant and that reporting can still roll up globally. What should a consultant recommend?

A partner wants to access a customer’s Salesforce data in a private Partner Community to collaborate on co-selling. The partner should only see Opportunities they are explicitly included on, even if they share the same partner account as other partner users. What should the consultant recommend?