[Salesforce Certified Sales Cloud Consultant] Dump 오답 일기

※ 각 자격증별 Dump는 시험을 준비하면서, 
웹상에 공개된 Dump와 유료 Dump를 풀면서 자주 틀렸던 문제를 위주로 작성하였습니다. 
오래된 문제도 간혹 있기 때문에 버전에 따라 답이 다른 경우도 있으며,
개인이 공부하면서 푼 문제이기 때문에 오답일 가능성도 있습니다.
이점 유의하여 공부하시길 바랍니다.

 

Sales Cloud Consultant는 Administrator 자격증을 취득하니, 특별히 많은 노력을 투자하지 않고 취득할 수 있었습니다.

Trailhead 학습과 온라인에 공개되어있는 Dump를 풀어보니, 문제 유형이 거의 비슷하고 반복됩니다.

각 시나리오 예시에 따른 올바른 가이드가 생각날 수 있도록 학습해보세요.

 

15. Universal Containers has a lead qualification team that qualifies and converts leads into opportunities. During lead conversion, the new opportunity must be assigned to the account owner.
Which solution should a consultant recommend to meet this requirement?
a. Create a trigger on the opportunity.
b. Create a workflow on the opportunity.
c. Create an assignment rule on the account.
d. Create an assignment rule on the opportunity.

답 : a
opportunity에는 assignment rule이 존재하지 않는다.

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28. What are the benefits of enabling territory management? Choose 3 answers
a. Ability to generate account sharing rule based on territory membership
b. Ability to expand private sharing model using account criteria
c. support to complex and frequently changing sales organization
d. Support for multiple forecast per user based on territory membership
e. Ability to include opportunity in more than one record.

Key benefits of the Salesforce Territory Management feature include:
· The ability to use account criteria to expand a private sharing model.
· Support for complex and frequently changed sales organization structures.
· Support for transferring users between territories, with the option to retain opportunities.
· Multiple forecasts per user, based on territory membership.
· Territory-based sales reports.

답 : b, c, d
다음에 다시 확인하기 위해 기록.

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29. Universal containers has recently started using forecasting in collaboration with sales stages to better understand pipeline. All sales reps have submitted their forecasting numbers for approval. The VP pf sales is reviewing the forecast and sees that the open opportunity pipeline report contains a total of $25,000. The VP of sales then notices that there is $15,000 that is not included in the pipeline forecast summary. What should a consultant suggest as a possible reason for exclusion?
a. The $15,000 is business that is too new and has been assigned to the Omitted forecast category
b. The $15,000 is business that had already been lost and, therefore, is excluded from the pipeline forecast summary
c. The $15,000 is business that is in the Best case category, which is excluded from the pipeline forecast summary
d. The $15,000 is business that is in the commit category, which is excluded from the pipeline forecast summary*

Closed includes amounts for closed/won opportunities.
Best Case includes amounts you are likely to close, closed/won opportunity amounts, and amounts in the Commit category.
Commit includes amounts you are confident about closing and closed/won opportunity amounts.
Omitted means the amount does not contribute to your forecast.
Pipeline includes amounts from all open opportunities.
답 : b
용어 확인을 위해 기록 (Best Case / Commit / Omitted)

* Universal Containers currently uses the customizable forecasting feature. A sales representative at Universal Containers has four opportunities for the current quarter that are detailed below:
• $3,500 opportunity in the Best Case forecast category
• $2,000 opportunity in the Commit forecast category
• $1,000 opportunity that has been closed/won
• $1,000 opportunity that has been lost
What are the sales representatives Best Case forecast for the current quarter?
A. $2,000
B. $3,500
C. $5,500
D. $6,500

Customizable Forecasting은 누적 Forecasting만 가능

• Closed Only: Won (1,000)
• Commit: Won+Commit (3,000)
• Best Case: Won+Commit+BestCase (6,500)
• Open Pipeline: Commit+BestCase+Pipeline (5500+Pipeline)

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* Universal Containers has enabled Social Accounts and Contacts. When a sales representative accesses a contact within Salesforce, the representative is unable to see detailed information from the contact's Facebook profile (e.g., contact's wall postings).What is preventing the sales representative from accessing detailed information on the contact's Facebook page?
A. The link to the Facebook profile is not configured with the administrator password to access detailed information.
B. Universal Containers must purchase the Facebook license to access public profile information for its users.
C. The information shown is based on the sales representative's connection level with the contac.t on Facebook.
D. The fields configured by Universal Containers' administrator on the contact page layout are missing.

Contact 기본셋팅
OWD : Public R/W
Profile: Default Off
--> OWD: Public R/W, Read Only, Private모두 담당 영업은 내용을 볼 수 있음.
--> Marketing용 Pagelayout에서 보도록 할 수 있음
--> Profile에서 Default Off for Sales, Default On for marketing
--> SNS정보 추가방법: SNS 아이콘으로 서치하여 추가하면, 바로 링크
--> Social Persona는 Field Level Security 설정불가, 개인의 SNS계정을 등록해야 볼 수 있음

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* Universal Containers has implemented account hierarchies with a private sharing model. A sales representative would like to give another user access to one of the accounts she owns and the three child accounts. How can the sales representative provide this access?
A. Add the user manually to the parent account team and each of the child account teams.
B. Add the user to each child account team; visibility will then roll up to the parent account.
C. Add the user to a public group for that account and share all child accounts to this group.
D. Add the user to the account team on the parent account; the child accounts will inherit access.

Parent Account의 Access 권한이 있어도, Child Account의 Access권한은 별개이기때문에, 각각 권한을 부여해야함

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* Universal Containers marketing department runs many concurrent campaigns. It has specified that the influence timeframe for a campaign is 60 days. When a contact is associated to an opportunity in a contact role, what is the impact on the campaign influence for opportunities?
A. Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list.
B. All campaigns created within the last 60 days will be added to the campaign influence related list.
C. All contacts associated with campaigns will be added to the campaign influence related list.
D. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.

Campaign Influence Auto로 설정 시, Time Frame 설정가능(등록-Opp생성기간), Campaign 조건을 수립하면, 자동으로 Influencer로 등록할 수 있게 설정가능, 이외의 상황에서는 매뉴얼로 등록 필요

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* Universal Containers wants to track the campaigns that influence won opportunities. Using standard functionality, what should a consultant recommend to meet this requirement?Choose 2 answers
A. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
B. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.
C. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
D. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date.

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Forecasting을 매달하는데, 매주 Pipeline report를 저장해야한다. 어떻게?

• snoptshot을 특정 폴더에 저장한다.
• snapshot을 특정 object에 저장한다.
• report를 특정폴더에 저장한다. (daily, weekly)
• report를 특정 object에 저장한다.

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Universal publications are a publishing house that sells online subscriptions for its leadingmagazine. Customers can make a single Payment, or set up to pay weekly, monthly or quarterly. Universal Publications wants to use opportunities to track and report on these subscription deals. What should a consultant recommend to meet this requirement?
A. Use assets with a lookup to opportunity object.
B. Enable schedules on opportunity object.
C. Enable schedules on product object.
D. Use contracts with a lookup to opportunity object.

Enable Product Schedules

Create default revenue and quantity schedules for products that are delivered or paid for over a period of time. In addition, administrators can enable schedule settings that allow users to create schedules for individual products on opportunities.

REQUIRED EDITIONS

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

1. From Setup, enter Product Schedules in the Quick Find box, then select Product Schedules Settings.
2. Select the appropriate checkboxes to enable quantity and revenue schedules for your organization. Note that disabling a schedule type automatically deletes all existing schedule information from products.
   For a definition of each schedule type, see Products, Price Books, and Schedules Overview.
3. For each schedule type you enable, select whether to automatically enable that schedule type for every product in your price books. This option automatically selects the Quantity Scheduling Enabled or Revenue Scheduling Enabledcheckboxes on every product in your price books.
4. Click Save.

For greater control of schedules on a product-by-product basis, administrators can also determine which schedule types users can establish for each product.

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How can work.com increase productivity of Sales rep
A. Coaching statistics can be linked to reports
B. Feedback can be given publicly or privately
C. Feedback can be requested for the entire sales team
D. Coaching goals can be linked to reports

코칭, 피드백 내용 확인
나/특정인의 피드백을 해줄수있음(share with)
특정인에게 나/Person/Topic에 대한 피드백을 요청할 수 있음
Goal-Metric에서 리포트와 링크하여 달성율 파악가능

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Universal Containers has a private sharing model and wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team.How can the documents be shared efficiently and securely?
A. The documents should be uploaded to chatter files and shared with the field sales organization.
B. The documents should be uploaded to chatter files from the opportunity record.
C. The documents should be emailed to the sales team on the opportunity record.
D. The documents should be uploaded to a library that is shared with the field sales organization.

Private Sharing Model이기 때문에, Opp에 공유해도 볼 수 없을 수 있음, 공유하는 액션이 필요함

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Universal Containers has launched an initiative to increase the number of leads being qualified each week, the number of activities being created for each opportunity, and the opportunity win rate. The Vice President (VP) of Sales would like to receive a daily update on the progress being made towards these goals. What solution should a consultant recommend to accomplish this?
A. Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.
B. Build three reports for the lead, activity, and opportunity information; have them automatically refreshed daily.
C. Build three reports for the lead, activity, and opportunity information; add them to a dashboard to be emailed daily to the VP of Sales.
D. Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.

• Lead전환율, Opp-Activity, Closed Opp 보고서를 각각 만들어야 할 듯
• Email Alert: 대시보드&보고서 모두 주기적으로 발송가능
• Report Subscribe: 보고서의 경우 특정기준 이상값이 되면, 주기적으로 Alert가능(Chatter, email, SP1, Action)

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What is a capability of Data Loader? Choose 2 answers
A. Ability to extract organization and configuration data
B. Ability to export field history data
C. Ability to run one-time or scheduled data loads
D. Ability to prevent importing duplicate records

Data Loader는 다음과 같은 주요 기능을 제공합니다.

• 대화식 사용을 위한 간편한 마법사 인터페이스
• 자동화된 일괄 처리 작업에 대한 대체 명령행 인터페이스(Windows 전용)
• 최대 5백만 개의 레코드가 포함된 대용량 파일 지원
• 끌어서 놓기 필드 매핑
• 사용자 정의 개체를 포함한 모든 개체 지원
• Salesforce와 Database.com에서 모두 데이터를 처리하는 데 사용 가능
• CSV 형식의 자세한 성공 및 오류 로그 파일
• 기본 제공 CSV 파일 뷰어
• Windows 및 Mac 지원

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What are the key benefits of Territory Management?

• The ability to use account criteria to expand a private sharing model
• Provide support for complex and frequently changed sales organization structures
• Provide support for transferring users between territories, with the option to retain opportunities
• Enable multiple forecasts per user, based on territory membership
• Enable territory-based sales reports