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Last Updated: Aug 27, 2026
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| Section | Objectives |
|---|---|
| Topic 1: Sales Productivity and Management | |
| Topic 2: Sales Lifecycle Management | |
| Topic 3: Data Management | |
| Topic 4: Account and Contact Management | |
| Topic 5: Industry Knowledge | |
| Topic 6: Collaboration and Integration | |
| Topic 7: Reports and Dashboards | |
| Topic 8: Opportunity Management | |
| Topic 9: Implementation Strategies |
1. Cloud Kicks wants its sales operations team to place orders United States customers in Sales Cloud. The sales ops team needs calculate sales tax on the orders. Sales tax is a complex calculation based on tax law that may change at any time. What should the consultant recommend to meet the requirement?
A) An app from AppExchange
B) screen flow for orders
C) formula field on the Order object
2. A consultant is initiating a Sales Cloud project for Cloud Kicks. Which essential action should the consultant prioritize to ensure successful implementation and adoption?
A) Develop Quality Assurance (QA) testing scripts.
B) Set project milestones and establish key performance indicators (KPIs).
C) Design end user training plan.
3. It is a priority at Cloud Kicks to implement logic and automation to qualify top leads. The company has captured significant data points on converted leads and won opportunities. What should the consultant do first to ensure a best practices implementation?
A) Identify a recommended base Lead score, evaluate the results, and adjust the score accordingly.
B) Review converted lead data with sales and marketing to understand the interaction patterns that led to conversion.
C) Configure a qualification screen flow to help sales reps quickly determine which leads are most important.
4. Cloud Kicks (CK) recently implemented Einstein Opportunity Scoring in its production org. CK is using the Amount field in its Opportunity Scoring model. What will a user without access to the Amount field on the Opportunity object observe?
A) The Amount field will be hidden from the contributing factors section.
B) The Amount field will display an error in the contributing factors section.
C) The Opportunity Score field and the Amount field will be hidden for that user.
5. Cloud Kicks is utilizing Advanced Currency Management. The sales director submitted a request to display to total amount of all the open opportunities related to the Account page layout. How should the should consultant implement a solution to meet the requirement?
A) Use a record-triggered flow to set the value on the account.
B) Create a roll-up summary field on the Account object.
C) Use a custom formula field on the Opportunity object.
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: B | Question # 3 Answer: B | Question # 4 Answer: A | Question # 5 Answer: A |
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