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Last Updated: Aug 06, 2026
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| Section | Objectives |
|---|---|
| Account and Contact Management | |
| Industry Knowledge | |
| Reports and Dashboards | |
| Data Management | |
| Collaboration and Integration | |
| Sales Lifecycle Management | |
| Sales Productivity and Management | |
| Opportunity Management | |
| Implementation Strategies |
1. Universal Containers (UC) notices a large increase in leads created overnight which exceed the daily limits.
Upon examination, the leads appear to
be created by bots. UC uses a standard Web-to-Lead form without safeguards in place to limit spam on forms.
What should the consultant recommend as the first line of defense before republishing the form?
A) Select Require reCAPTCHA Verification in Web-to-Lead settings.
B) Use a custom Web-to-Lead alternative with built-in protection.
C) Use an AppExchange package with custom Web-to-Lead handling.
2. Cloud Kicks (CK) has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opportunities are being lost.
What is the most efficient way for a consultant to meet this requirement?
A) Create a new custom field on the Opportunity object.
B) Create a new custom object and automation to track competitors.
C) Create a Competitors channel in Slack to share insights and stories.
3. As part of a Sales Territories implementation, Cloud Kicks wants the user to manually search for a territory in an active territory model and assign it to opportunities.
Which approach should the consultant recommend to meet this requirement?
A) Update the profile with the Manage Territory permission.
B) Use default Sales Territories to assign any active territory to the opportunity.
C) Enable sharing access to the Account to assign any active territory to opportunities.
4. Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.
What is a justification for using AppExchange data services?
A) To use Salesforce Surveys to update customers' data
B) To activate customizable sales forecasting and lead scoring
C) To create customer segments with personas and scoring
5. A consultant has conducted discovery sessions with Cloud Kicks stakeholders and is ready to begin gathering use cases for deal processes.
Which group should provide content for the use cases?
A) Business development team
B) Leadership team
C) Finance team
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: C | Question # 5 Answer: A |
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