Salesforce Sales Cloud Consultant Flashcards
6 cards from real Salesforce Certification practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 6 Salesforce Sales Cloud Consultant flashcards as text
Which Salesforce Sales Cloud feature links contacts to their role on a specific deal?
Answer: Contact Roles on Opportunities
Contact Roles on Opportunities let reps designate each stakeholder's decision-making role such as Economic Buyer or Champion.
What does 'Collaborative Forecasting' in Salesforce enable sales managers to do?
Answer: Adjust forecast amounts and view team rollups in a single view
Collaborative Forecasting lets managers view, adjust, and roll up forecasts across their hierarchy in a single forecasting page.
Which Salesforce tool provides AI-driven recommendations for next steps on opportunities?
Answer: Einstein Next Best Action
Einstein Next Best Action uses AI and configured strategies to recommend specific actions reps should take on opportunities.
What is the primary purpose of Territory Management in Salesforce Sales Cloud?
Answer: Organizing accounts and sales reps into geographic or business segments
Territory Management segments accounts and assigns reps based on geographic, industry, or other business criteria to ensure proper coverage.
Which Salesforce Sales Cloud report type is best for analyzing won/lost opportunity trends over time?
Answer: Opportunity History
Opportunity History reports track all stage changes and field updates over time, allowing trend analysis of pipeline progression.
What is the function of a Salesforce Price Book?
Answer: Lists products with their prices for use on opportunities and quotes
Price Books define the currency and pricing for products, and must be associated with an opportunity before adding products.