Sales Cloud Consultant Intermediate Practice Exam: Medium Difficulty 2025

A B2B sales organization wants to improve forecast accuracy and executive visibility. Sales reps update Opportunities inconsistently, and leadership wants a consistent view of pipeline by stage and close date. Which solution best addresses this with minimal customization?

A company sells two product lines with different sales processes: Enterprise deals require legal review and have more stages, while SMB deals are simpler. Management wants accurate reporting by process without confusing reps. What should the consultant recommend?

A sales manager wants to ensure reps consistently capture competitors and product interest during Opportunity qualification. The fields should be required only for early stages and not block later-stage updates when values are already captured. What is the best approach?

A company receives web leads and wants them automatically assigned to the correct regional sales team based on Country and State. Some leads should be routed to a partner queue if they match specific industries. Which solution should be implemented?

A company has duplicate customer records because reps create Accounts with slightly different names. They want to prevent obvious duplicates at creation time and also clean up existing duplicates. What should the consultant recommend?

A company’s support team needs visibility into key customer executives, while sales wants to manage multiple roles per Account and keep relationships current as people change jobs. Which design best supports this requirement using standard capabilities?

Sales leadership wants reps to spend less time searching for the right collateral and to follow a consistent sequence of actions during qualification. They also want new reps to ramp quickly. Which combination best supports these goals?

A company wants to share specific knowledge articles and a deal registration form with partners. Partners should authenticate, see only their own registered deals, and collaborate with internal channel managers. What is the best solution?

A VP of Sales wants a dashboard showing pipeline coverage (pipeline amount vs. quota) by region, with drill-down to reps and the ability to filter by fiscal quarter. What should the consultant recommend?

A company is migrating Accounts and Contacts from a legacy CRM. Some Contacts belong to multiple Accounts (e.g., consultants working with several customers). They also want to minimize duplicate Contacts during the load. Which approach is best?