50 Salesforce Sales Cloud Consultant Practice Questions: Question Bank 2025

A sales org wants opportunity amounts to roll up to the Account so leadership can see total open pipeline by Account. Opportunities are related to Accounts. What is the recommended configuration?

Marketing wants sales reps to create follow-up tasks directly from a Lead record and track the next action date. Which feature best supports this requirement with minimal customization?

A sales manager needs to ensure that only users in a specific Public Group can see and edit a set of custom fields on Opportunity, while all other users can still view the Opportunity record. What should a consultant recommend?

A company uses Campaigns to track webinar attendance. They want to see which Leads and Contacts responded and generate a follow-up call list. Which standard capability supports this?

Sales leadership wants a consistent pipeline process and forecasting. Reps must enter the next step and a close date before moving an Opportunity to the Proposal stage. What is the best solution?

A company wants Leads assigned based on geography and product interest, with different rules for different business units. They also want to easily change assignment logic without deployments. What should be recommended?

A VP of Sales wants a dashboard that shows pipeline by Stage and by Fiscal Quarter, and also wants to drill into the underlying opportunities. What is the best approach?

A global sales organization is implementing Enterprise Territory Management. They need to model territories by geography, allow accounts to be covered by multiple territories, and ensure opportunity access aligns with the account’s territory assignments. Which design is most appropriate?

A company integrates Salesforce with an order management system. When an Opportunity is marked Closed Won, an order must be created in the external system. The business requires near-real-time integration and the ability to handle failures and retries without losing transactions. What should a consultant recommend?

A sales operations team wants Einstein Opportunity Insights to highlight at-risk deals. They enable features but see limited insights. They have inconsistent stage definitions across teams and many opportunities missing key fields. What should be done FIRST to improve Einstein insight quality?

A sales manager wants reps to quickly see all open Opportunities for an Account and update the Stage from one place without opening each record. What configuration best meets this requirement?

Sales reps complain they receive too many email notifications when Opportunity Team members are added or removed. The sales ops team wants to reduce noise while still keeping audit history. What is the best approach?

A consultant is asked to ensure new Leads are not assigned to the sales team until they have a valid email address. Which solution best enforces this at creation time?

A company wants Sales reps to see recommended products on Opportunities and increase cross-sell. They have enough historical Opportunity and Product data. Which Einstein capability is most appropriate?

A global sales organization uses Enterprise Territory Management. They need certain strategic Accounts to be covered by multiple territories so different teams can sell distinct product lines. What should a consultant recommend?

Sales leadership wants pipeline changes tracked so they can see how the Amount and Close Date have shifted over time for each Opportunity. Which feature should be implemented?

A sales operations team needs a report that shows Campaign Members, their status, and the Opportunities that were created from the same Contacts. What is the best reporting approach?

A company uses Outlook and wants to reduce manual logging by automatically capturing emails and events related to Contacts and Opportunities. They also want to minimize storing email content in Salesforce for compliance reasons. What should a consultant recommend?

A company has multiple sales processes for different product lines. They want Opportunities in each process to show only relevant Stage values and require different fields at certain points. What is the best design?

After deploying Enterprise Territory Management, a company notices that some users with access to Accounts still cannot see related Opportunities. The org uses private Opportunity sharing. What is the most likely cause and solution?

A sales team wants to send emails from Salesforce and automatically relate the messages to the correct Contact and Opportunity. They also want reps to use Outlook and Gmail with minimal training. Which solution best meets this requirement?

A company wants to measure marketing effectiveness by tracking which campaigns influence Opportunities across multiple touches (webinar attended, email click, trade show). Sales leadership wants influence credit assigned across multiple campaigns. Which feature should the consultant recommend?

A VP of Sales wants dashboard users to see their own team's pipeline by default, without having to change filters. The company uses role hierarchy to manage visibility. Which dashboard configuration best meets the requirement?

A company wants a guided sales process that prompts reps to complete specific fields at each Opportunity stage and recommends the best next steps. Sales leadership also wants consistent coaching and stage-by-stage guidance. What should the consultant implement?

Sales managers complain that Opportunity Amounts are inconsistent because reps enter either the total contract value or the annual value. The company sells multi-year subscriptions and needs both values for forecasting. Which design is the best practice?

A global company needs to assign Opportunities to different sales teams based on geography and product line. They want consistent account ownership rules, visibility, and forecasting by territory, and they need to support frequent realignments without changing role hierarchy. Which approach should be recommended?

A company uses a third-party CPQ tool that creates Order records in Salesforce after a deal is closed. Sales leadership wants closed-won Opportunities to automatically reflect the final booked amount from the resulting Order, and they need auditability of changes. What is the best implementation strategy?

A company wants to improve lead conversion rates using AI-driven recommendations. They need to prioritize leads most likely to convert and surface key factors driving the score to reps. Which recommendation best fits?

A company sells to large enterprises with complex org structures. Reps need to understand relationships between subsidiaries, parent organizations, and strategic partners. They also need to see Contacts who are affiliated with multiple Accounts (e.g., consultants). Which solution should the consultant recommend?

After implementing Enterprise Territory Management, users report that some Accounts appear in the correct territory but related Opportunities are not visible to the same users. The org uses private sharing for Opportunities. What is the most likely cause?

Sales leadership wants a simple way for reps to see whether an Account has any open Opportunities, without requiring a report. Which solution best meets this requirement with minimal maintenance?

A company wants Sales reps to log emails and meetings in Outlook and have them automatically related to the correct Salesforce records. The company also wants reps to add Salesforce records from Outlook without leaving their inbox. Which product best fits these requirements?

Marketing wants to measure ROI by tying Campaigns to Opportunities and viewing Campaign influence. What must be enabled or used to associate an Opportunity with multiple Campaigns for influence reporting?

A sales manager wants Opportunities to move through a guided process where reps see stage-specific instructions and required fields. Which feature best supports this requirement?

A company sells a subscription product and wants sales reps to generate consistent, accurate quotes from Opportunities and track quote versions through approvals. Which solution should a consultant recommend?

Sales leadership needs a dashboard that shows pipeline and bookings by region, but access should automatically respect each user’s record visibility (users should only see data they can access). Which dashboard setting should be used?

A company is rolling out Sales Cloud to multiple teams. The consultant wants to reduce rework by validating requirements early and iterating quickly with stakeholders. Which approach is most aligned with Salesforce implementation best practices?

A global company uses Enterprise Territory Management. They want Opportunities to be accessible to territory users based on the Account’s territory assignment, and they want to prevent manual sharing maintenance. Which configuration best meets the requirement?

A company wants Sales reps to convert Leads but ensure that duplicates are minimized and existing Contacts/Accounts are reused when appropriate. During conversion, reps often create new Accounts because they don’t see matches. What should the consultant recommend to improve matching during Lead conversion?

A company needs to integrate its ERP to create Orders when an Opportunity is marked Closed Won. The integration must be near real-time, resilient to failures, and avoid creating duplicate Orders if the ERP endpoint times out and retries occur. Which design is best?

A sales operations team wants to prevent duplicate Accounts when reps create new records from the Salesforce mobile app. Reps should be able to see potential matches and decide whether to proceed. Which solution best meets this requirement?

Marketing wants to track which Contacts responded to a webinar invitation and also tie resulting Opportunities back to the webinar for ROI reporting. Which standard Sales Cloud feature should a consultant recommend?

A manager wants Opportunities to automatically move to "Closed Won" when a user sets a custom checkbox field "Contract Signed" to true. Which tool should be used to implement this with minimal code?

A company sells to large enterprises. Multiple sales teams may work the same Account, but each team must only see the Opportunities and Contacts they own. The Account record itself should be visible to all sales teams. Which design best meets the requirement?

Sales leadership wants pipeline reports that compare expected revenue by fiscal quarter, but the company’s fiscal year starts in February. What should a consultant configure to ensure standard reports and forecasts align with this calendar?

A global sales organization uses Enterprise Territory Management. Leadership wants forecasting and pipeline views by territory, even when Opportunity ownership differs from territory assignment. Which approach supports territory-based forecasting and reporting?

Sales operations wants to prioritize inbound leads automatically. The business needs a transparent, adjustable scoring model that uses both demographic fields (e.g., Industry, Company Size) and behavioral signals (e.g., email engagement). Which solution is most appropriate?

A company integrates Salesforce Opportunities to an ERP system. Users report duplicate Opportunities being created in Salesforce when the ERP retries failed API calls. Which design change best prevents duplicates while allowing safe retries?

A sales team wants to send quotes for approval. Requirements: route approvals dynamically based on discount percentage and product family, require multiple approvers in parallel for certain deals, and keep an audit trail. Which solution is the best fit?

A company uses both Leads and Contacts. They want to ensure that when a Lead is converted, the resulting Contact is automatically related to multiple existing Accounts (e.g., a consultant who works with several client Accounts). What should a consultant recommend?