Last Updated: Jun 20, 2026
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1. 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.
2. Cloud Kicks wants to enable Person Accounts.
What does the consultant need to do before enabling Person Accounts?
A) Set default sharing of Account to Public Read/Write.
B) Disable access to Experience Cloud sites during the cutover.
C) Create at least one Account record type.
3. The sales team at Cloud Kicks needs to track the number of retail locations for each of its leads. Once the lead is converted, the sales team wants to see the number of retail locations related to their customers. The service team also wants to view this information.
What should the consultant do to meet this requirement?
A) Map the custom field from the Lead object to the custom field on the Account object during lead conversion.
B) Add roll-up summary fields to calculate the number of retail locations related to the Account and Lead objects.
C) Create a custom object related to the Account and Lead objects to store the retail locations.
4. Universal Containers (UC) is going to kick off a Sales Cloud implementation project next month. In preparation for discovery workshops with the business stakeholders, the project manager has asked for a list of key topics the team wants to ask the client about prior to the workshop.
Which topics will help the team get to know UC better?
A) Specific, measurable, achievable, relevant, and time-bound
B) Budget, authority, need, and time
C) Goals, values, Initiatives, strategies, and obstacles
5. Universal Containers has implemented a lead qualification process that uses a lead scoring formula. Upon review, many of the converted leads with the highest scores had little interest in making a purchase.
Which modification to the current lead qualification process should a consultant recommend?
A) Increase points for actions that Indicate Intent.
B) Evaluate each record against the target marketing persona.
C) Include a measure for the number of marketing touches.
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: C | Question # 3 Answer: A | Question # 4 Answer: C | Question # 5 Answer: A |
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