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 feature automatically assigns leads to users or queues based on defined criteria?
Answer: Lead Assignment Rules
Lead Assignment Rules evaluate incoming leads against criteria and route them to the appropriate user or queue automatically.
What is the purpose of an Opportunity Stage in Salesforce Sales Cloud?
Answer: Indicating where a deal is in the sales process
Opportunity Stages represent milestones in the sales pipeline such as Prospecting, Proposal, or Closed Won.
Which Salesforce Sales Cloud feature lets reps track and manage their quota against pipeline?
Answer: Forecasting
Salesforce Forecasting aggregates opportunity amounts by stage, period, and rep to compare against quotas.
What does 'Lead Conversion' in Salesforce do?
Answer: Creates an Account, Contact, and optionally an Opportunity from a lead
Converting a lead creates related Account, Contact, and optional Opportunity records while archiving the original lead.
Which object in Salesforce Sales Cloud is used to track products added to an opportunity?
Answer: OpportunityLineItem
OpportunityLineItem (also called Opportunity Product) stores each product linked to an opportunity, including quantity and price.
What is the Salesforce feature that allows reps to see a visual guide of best practices for each pipeline stage?
Answer: Sales Path
Sales Path displays stage-specific guidance, key fields, and coaching tips on opportunity records as reps move deals forward.