Salesforce Sales Cloud Consultant Practice Exam 2025: Latest Questions

A sales manager wants reps to follow a consistent discovery process and capture key details during qualification. The company wants guidance to appear in the user’s flow of work and to be reportable. Which solution should a consultant recommend?

A company wants to avoid duplicates when sales reps create new leads from business cards. The company needs to detect potential matches against existing Leads and Contacts and allow the user to decide what to do. Which feature should be configured?

Sales leadership wants to evaluate campaign effectiveness by attributing closed-won revenue to campaigns that influenced an opportunity. Which standard capability supports this requirement?

A company has multiple sales divisions. Each division needs its own sales process with different stages and related page layouts for opportunities. What should a consultant recommend?

A global company uses Enterprise Territory Management. Leadership wants reps to see opportunities relevant to their territories without changing opportunity ownership. What should the consultant implement?

A company wants reps to log calls and emails in Salesforce and automatically relate those activities to the right contacts, accounts, and opportunities from their inbox. The company uses Microsoft 365. Which approach is recommended?

Sales leadership wants a single dashboard that shows pipeline by stage, win rate trends, and average sales cycle length. They want users to explore underlying records without giving broad report-building permissions. What should the consultant recommend?

A company is rolling out Sales Cloud to 800 users across four regions. Leadership wants to reduce risk and ensure adoption by validating critical processes with a pilot group first. What implementation strategy should the consultant recommend?

A company uses Leads and converts them into Accounts and Contacts. They want a new business rule: during lead conversion, if an Account already exists, users must be prevented from creating a new Account and must select an existing one. What is the best practice solution?

A company sells subscription products with tiered pricing. Reps must generate quotes where discounting is controlled, approvals are required for exceptions, and quotes must sync with opportunities. The company also wants to reduce custom development. What should a consultant recommend?

A sales manager wants reps to update Opportunities directly from Outlook and have the activities logged automatically in Salesforce. The company wants minimal user setup and a consistent experience across Windows and Mac. What should a consultant recommend?

Marketing wants to ensure Contacts can be related to multiple Accounts to reflect complex customer relationships (e.g., consultants working with several clients). They also want sales users to see a Contact’s role at each Account. Which feature should be used?

A regional sales team wants to prevent duplicate Leads when importing lists from events. They want duplicates to be blocked when a matching email already exists on a Lead or Contact. What is the best recommendation?

A company sells hardware and services. Sales leadership wants forecasts to roll up by product family, not just by Opportunity amount, to better predict supply needs. Which approach best meets this requirement?

Sales Operations wants to report on pipeline coverage by stage, compare it to quota, and allow managers to drill into the underlying Opportunities. Which solution should a consultant recommend?

A global company is implementing Sales Cloud across multiple business units. Each unit wants different page layouts and picklist values for Opportunity Stage, but leadership requires consolidated reporting with consistent stage mapping. What should the consultant recommend?

A sales org is rolling out a new lead qualification process. They want to ensure all new Leads are assigned automatically based on Lead source and geography, and they want to prevent any Leads from being left unassigned if a rule does not match. What should the consultant configure?

The VP of Sales wants to understand which marketing efforts contribute to closed revenue. The company runs many campaigns and uses Opportunities to track deals. They need a solution that supports multiple campaigns influencing a single Opportunity. What should the consultant recommend?

A company uses Enterprise Territory Management (ETM). They need to ensure that when an Account is assigned to a territory, the correct sales rep automatically gets access to the Account and its related Opportunities, without changing the record owner. What should be implemented?

A sales team reports that their Opportunity pipeline report is missing deals that are owned by a queue. They confirm the Opportunities exist but don’t show up for users who should see them. What is the most likely cause and fix?

Sales management wants to ensure that whenever an Opportunity reaches the "Proposal/Price Quote" stage, the assigned sales rep must attach at least one file (e.g., a proposal document) before moving the stage forward. What is the recommended solution?

A global sales organization uses Enterprise Territory Management. Leadership wants to see pipeline and forecast totals by territory, with rollups for parent and child territories. Which approach best meets the requirement with standard capabilities?

Marketing runs campaigns in an external system and needs Salesforce to attribute revenue to the campaign that most recently influenced an Opportunity. Reps should not have to manually maintain campaign influence records. What is the best solution?

A sales ops team built an Opportunity pipeline dashboard using a custom report type. Some users see significantly lower totals than expected, even when they have access to the same Opportunities via sharing. Which setting is the most likely cause?

A company wants to implement Einstein Opportunity Scoring to help reps prioritize deals. After enabling scoring, the scores are not appearing for most Opportunities, and the model reports insufficient data. What should the consultant recommend first to increase model readiness?