Salesforce Certification Salesforce Sales Cloud Consultant 2 — Questions and Answers
Question 1: Which Salesforce Sales Cloud feature links contacts to their role on a specific deal?
- Contact Roles on Opportunities (Correct answer)
- Opportunity Teams
- Account Teams
- Contact Hierarchy
Correct answer: Contact Roles on Opportunities
Contact Roles on Opportunities let reps designate each stakeholder's decision-making role such as Economic Buyer or Champion.
Question 2: What does 'Collaborative Forecasting' in Salesforce enable sales managers to do?
- Co-edit opportunity records with reps
- Adjust forecast amounts and view team rollups in a single view (Correct answer)
- Share forecast dashboards externally
- Automate quota assignments
Correct 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.
Question 3: Which Salesforce tool provides AI-driven recommendations for next steps on opportunities?
- Einstein Opportunity Scoring
- Einstein Next Best Action (Correct answer)
- Einstein Activity Capture
- Einstein Lead Scoring
Correct answer: Einstein Next Best Action
Einstein Next Best Action uses AI and configured strategies to recommend specific actions reps should take on opportunities.
Question 4: What is the primary purpose of Territory Management in Salesforce Sales Cloud?
- Grouping opportunities by revenue
- Organizing accounts and sales reps into geographic or business segments (Correct answer)
- Tracking product availability by region
- Managing campaign assignments
Correct 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.
Question 5: Which Salesforce Sales Cloud report type is best for analyzing won/lost opportunity trends over time?
- Leads with Converted Lead Information
- Opportunities with Products
- Opportunity History (Correct answer)
- Account with Contacts
Correct answer: Opportunity History
Opportunity History reports track all stage changes and field updates over time, allowing trend analysis of pipeline progression.
Question 6: What is the function of a Salesforce Price Book?
- Stores contract templates
- Lists products with their prices for use on opportunities and quotes (Correct answer)
- Manages subscription billing
- Tracks competitor pricing
Correct 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.
Which Salesforce Sales Cloud feature links contacts to their role on a specific deal?