50 Sales Cloud Consultant Practice Questions: Question Bank 2025

A sales manager wants reps to follow a consistent sales process and have required fields vary by Opportunity Stage (e.g., require Close Date and Amount early, require Competitor and Loss Reason later). Which solution should a consultant recommend?

A company imports 50,000 leads weekly from a third-party list vendor. The marketing team wants to prevent duplicates against existing Leads and Contacts using matching logic that can be adjusted over time. What is the best approach?

Sales reps complain they are not receiving new Leads even though marketing is creating them. A consultant finds that the Lead Assignment Rule exists but is not routing any new records. What is the most likely cause?

A company wants to allow sales reps to log calls and emails quickly from Salesforce and see related activity history on Accounts, Contacts, and Opportunities. Which standard feature best supports this requirement?

A B2B company sells to large enterprises with multiple buying units. They need to track one Account with multiple related locations and allow reporting rollups to the parent. Which data model should be recommended?

A sales operations team wants Opportunity Amount to be automatically calculated from products added to the Opportunity and to reflect discounts. What should a consultant recommend?

A VP of Sales wants a dashboard that shows pipeline by Stage, trending over time, and can be filtered by Region without creating separate dashboards for each region. Which solution best meets the requirement?

A company wants to standardize the discovery questions sales reps ask and ensure key fields are completed before moving an Opportunity from Qualification to Proposal. They also want in-app coaching tips per stage. Which combination should a consultant recommend?

A company uses a partner portal (Experience Cloud) so resellers can register deals. Partners should only see and update the Opportunities they own, and internal sales managers should see all partner Opportunities for their region. What is the best approach to meet these sharing requirements?

After migrating Accounts from a legacy system, users report that some Contacts are associated with the wrong Accounts. The migration used an external system identifier for Accounts, but Contacts were loaded using Account Name matching. What should be done to prevent this issue in future loads?

Sales reps complain that their Account pages show too much information, making it hard to find key fields like Industry, Account Owner, and Customer Tier. Which approach best improves usability with minimal impact to data model?

A sales manager wants opportunities in the "Proposal/Price Quote" stage to automatically create a follow-up task for the Opportunity Owner due in 3 days. What is the most appropriate declarative solution?

Marketing wants to ensure that when a Lead is converted, the resulting Account and Contact are associated with the correct campaign attribution for reporting. Which feature supports this requirement most directly?

A company sells to both small businesses and enterprises. They require different required fields, sales stages, and page layouts for each sales motion. Which design best supports this while keeping reporting consistent?

A global organization wants reps to view and collaborate on accounts by region, while management wants flexible reassignment as territories change. What is the recommended solution?

Sales leadership wants to improve pipeline hygiene by requiring a "Close Plan" field when an opportunity reaches late-stage negotiation. However, they do not want to block early-stage opportunity creation. What should a consultant recommend?

A VP of Sales asks for a dashboard showing total pipeline by fiscal quarter and by team, with the ability to drill into the underlying opportunities. What should be used to meet this requirement?

After migrating data, users report many duplicate Contacts and Leads. The company wants to prevent future duplicates and also identify existing ones to merge. Which solution best addresses both needs?

A partner portal (Experience Cloud) needs to allow partners to create and update Opportunities, but only for Accounts that have been explicitly shared with that partner. Internal users should retain full visibility. What is the best access design?

A company integrates an external CPQ system that is the system of record for Quotes. Salesforce Opportunities must reflect the latest quote amount and primary products for forecasting, but sales reps should not manually edit these fields. What architecture best meets the requirement?

Sales leadership wants reps to follow a consistent qualification process. Each stage change on an Opportunity should prompt reps to complete specific fields and tasks, and prevent advancing if key information is missing. What is the best solution?

A sales manager needs a dashboard that shows each rep’s pipeline, but reps should only see their own numbers. The manager should see the full team. What is the recommended approach?

A company receives leads from a web form and wants Salesforce to automatically prevent duplicates by matching on email address. What should a consultant recommend?

An organization wants B2B buyers to request a quote and check order status without contacting a sales rep. They also want authenticated access for existing customers. What should be implemented?

A sales operations team needs different sales processes and picklist values for Opportunities based on whether the business is New Sales or Renewals. What is the best practice configuration?

A global company needs to ensure reps can quickly log calls and emails from Outlook and see related Salesforce records. Which solution best meets this requirement?

Marketing wants to score leads and route high-scoring leads directly to the appropriate sales team while keeping low-scoring leads in a nurture queue. What configuration should a consultant recommend?

A company uses a third-party ERP as the system of record for customer addresses. Salesforce users need to view addresses on Accounts, but changes must be made in the ERP. What is the best design?

Sales leadership wants to forecast by product family and expects reps to split revenue across multiple product lines within a single Opportunity. They also want forecasts to roll up accurately by manager. What should be implemented?

A consultant is designing a Sales Cloud implementation for a complex selling organization with multiple divisions. Each division has different qualification steps, stage definitions, and required fields. Leadership also wants consistent executive reporting across divisions. What is the best strategy?

A sales manager wants a standard way for reps to qualify new opportunities by answering the same set of questions (e.g., budget confirmed, decision maker identified). The responses should be visible on the Opportunity and reportable. What should the consultant recommend?

A company uses Enterprise Territory Management. A rep covers multiple territories and needs separate forecasts for each territory they belong to. Which forecasting approach supports this requirement?

Marketing wants web form submissions to create Leads and automatically route them to the correct owner based on country, while ensuring no duplicates are created. Which solution is the most appropriate?

A sales operations team wants reps to log calls and meetings and have those activities visible in the Salesforce Activity Timeline on Accounts, Contacts, and Opportunities. What should be recommended?

A consulting team is planning a Sales Cloud implementation. Executive sponsors want to reduce risk by validating key use cases with users before building every feature. Which implementation strategy best fits?

A company sells to multiple divisions within a large enterprise customer. They want to track each division separately while still rolling up to the parent organization for reporting and visibility. What data model should be used?

After enabling Person Accounts, users report they cannot relate a Person Account to multiple Opportunities with different contact roles as expected. What is the correct explanation?

A sales manager wants a dashboard to show this quarter’s pipeline by stage and allow filtering by Region and Product Line. The company wants to minimize maintenance and leverage standard capabilities. What should the consultant recommend?

A partner portal is required so resellers can register deals (creating Leads) and later collaborate on associated Opportunities. The company needs to limit partner access so each partner sees only their own records. Which approach best meets the requirement?

A company is migrating Accounts and Contacts from a legacy system. They want to preserve legacy IDs for traceability and support future integrations. What is the best practice in Salesforce?

Sales reps complain that they must open many related lists to understand an Account's current business (open Opportunities, active Cases, recent activity). The consultant wants a simple way to summarize key information on the Account record without custom code. What should be recommended?

Marketing wants to ensure that when a Lead is converted, the resulting Account is not owned by the converting user, but instead is always owned by a queue for a specialized onboarding team. What is the best practice approach?

A VP of Sales wants a dashboard that shows pipeline by stage and can be filtered by fiscal quarter and region. Different users should see only their team's data automatically, without creating separate dashboards for each region. What should the consultant recommend?

A company sells to both businesses and individual consumers. Sales reps need to track a consumer as a customer with minimal fields and avoid creating duplicate Account and Contact records. Which feature best supports this requirement?

A sales operations team needs to ensure that reps always select at least one competitor when an Opportunity is marked Closed Lost. The competitor list should allow multiple selections and be reportable. What should the consultant recommend?

A company uses Enterprise Territory Management. A sales rep is a member of two territories and reports that Opportunities they create are sometimes assigned to the wrong territory. What is the most likely cause?

Sales leadership wants to prevent sales reps from changing the Close Date to a past date after an Opportunity has reached the Proposal stage, because it disrupts forecasting. What should the consultant recommend?

A company is implementing Sales Cloud for multiple business units. They want to reduce risk by starting with core Opportunity management, then adding products/price books, approvals, and integrations in later releases. What implementation strategy best aligns with this approach?

A partner community needs to submit new deals and update only Opportunities they own. They should not see internal-only fields such as margin and internal approval notes. What is the best practice to meet this requirement?

A legacy system is migrating Opportunities into Salesforce nightly. The integration user receives errors stating it cannot insert Opportunities because the referenced Accounts do not exist. The business wants to avoid creating duplicate Accounts and ensure consistent matching. What should the consultant recommend?