EMT Practice Test

1. Question Content...


Question List

Question1: Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned.
Which solution should the consultant recommend when CK sets up the new account process?

Question2: Cloud Kicks currently supports three business lines within a single Salesforce instance: Running, Athleisure, and Celebrity Co- Branded. The VP of Athleisure controls a large budget and is often able to re-prioritize business stories and 'shadow projects' into releases ahead of other groups.
This topic comes up frequently and often derails the monthly project management meeting. This limits the amount of time available to cover other critical topics.
Which strategy should the consultant recommend to address these issues?

Question3: A consultant is working with Cloud Kicks (CK) on its initial Sales Could implementation. CK wants its sales reps to be able to use Sales Cloud to track accounts, contacts, and opportunities before its global conference in 4 months.
What should the consultant recommend to meet the requirement?

Question4: Cloud Kicks (CK) acquired a shoe distribution partner. The marketing and sales directors want to migrate the existing sales and marketing data into CK's Sales Cloud instance.
Which aspect should the consultant consider first before proceeding with the data migration?

Question5: Cloud Kicks has configured Account Teams and is ready to live in production.
How should the consultant migrate the Account Team Members records to production?

Question6: Sales managers at Cloud Kicks want to create a sales dashboard of key performance indicators (KPIs) to measure day-to- day operations.
Which key metric should the consultant include in the dashboard?

Question7: Universal Containers (UC) has Account and Contact data it wants to migrate to Sales Cloud. The data comes from several sources and the data quality is unknown. The consultant wants to assess the entire data set for quality prior to loading it to production without impacting UC's current operations. The consultant recommends using a Full Copy sandbox as an initial step.
Which Sales Cloud feature should the consultant use to support this approach?

Question8: Northern Trail Outfitters wants to migrate its Sales Territories to a new structure for the upcoming fiscal year.
Which aspect should a consultant consider for this migration?

Question9: Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deals.
Which report should the consultant create to meet the requirement?

Question10: 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?

Question11: A sales rep at Cloud Kicks must have access to all child accounts of the accounts they own. The organization- wide default setting for Account is Private.
What happens if a sales rep has access to a parent account?

Question12: Cloud Kicks recently purchased Salesforce, and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to forecasted amounts during the pipeline meetings is time consuming, and it is difficult to review all of the committed opportunities within the meeting time.
What should the consultant recommend to help make meetings more efficient while making real-time forecast updates?

Question13: Cloud Kicks has just deployed all of its configurations. The admin wants to build a new process using objects that were deployed.
Which best practice should a consultant recommend to the admin?

Question14: Cloud Kicks wants to measure the adoption of its Sales Cloud rollout.
Which key performance indicator (KPI) should the consultant recommend?

Question15: The Cloud Kicks global sales team has asked for a simpler way to view and manage its opportunity pipeline.
The team is often responsible for hundreds of deals at a time across multiple countries and currencies. The sales reps have suggested using the Kanban view.
What is a consideration when using the Kanban view?

Question16: Cloud Kicks (CK) has hired a consultant to help enhance its current Salesforce implementation.
What should the consultant do first to help CK meet its business requirements?

Question17: The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts and wants to merge them.
What should the consultant explain to the team about merging Person Accounts?

Question18: During end-to-end testing, users report that a key business process is missing a step.
What should a consultant do first to resolve the issue?

Question19: Universal Containers is planning to migrate two million account records and 10 million contact records from its existing legacy CRM application to Sales Cloud.
Which solution should the consultant recommend?

Question20: The sales director of retail products at Cloud Kicks wants to allow sales reps to clone orders to avoid repetitive tasks.
Which guideline should a consultant consider when cloning an order with products?

Question21: Cloud Kicks' (CK) VP of technology wants to start using Sales Cloud for all of the sales team's automation.
CK migrated 70 million records from a legacy database to the data warehouse that will be synced with Sales Cloud. CK wants to search and cross-reference records with the original source database.
What should a consultant recommend to meet this requirement?

Question22: Universal Containers is using Collaborative Forecasts and wants to show sales reps their individual numbers for opportunities they are predicted to win based on amounts for all forecast categories over the next quarter.
What should a consultant recommend to meet this requirement?

Question23: Cloud Kicks (CK) is planning to use Person Accounts to maintain information on its retail customers. CK likes to track connections among customers to capture household relationships, referrals, and so on. One customer can have many relationships.
What should a consultant consider when implementing Person Accounts and supporting many relationships between customers in Salesforce?

Question24: Cloud Kicks manages prospects for lead generation in a marketing application.
To ensure data quality, which prospects should the consultant migrate from the marketing application to lead records?

Question25: Cloud Kicks wants to enable Person Accounts.
What does the consultant need to do before enabling Person Accounts?

Question26: Cloud Kicks (CK) has organization-wide defaults set to Public Read-Only for Opportunity. One of the Account Team roles at CK is Executive Sponsor. Account Team members with the Executive Sponsor role need Read/Write access to all child Opportunities.
How should the consultant meet the requirement?

Question27: Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines.
What should the consultant do?

Question28: Sometimes, Universal Containers sales reps need to create contacts without accounts based on business processes.
What should the consultant take into consideration?

Question29: Cloud Kicks wants to implement a methodology to determine which current leads have the most in common with leads that have successfully been converted in the past.
How should the consultant meet this requirement?

Question30: Universal Containers has a large amount of data that currently lives in a system outside of Sales Cloud. Users need to see a subset of this data.
Which consideration should the consultant take into account?

Question31: Cloud Kicks wants to enable sales reps to view an individual team member's split percentage when the split percentage is less than 100% of the revenue amount.
Which attribution method should the consultant recommend?

Question32: 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?

Question33: A small company has hired a consultant to plan its Sales Cloud implementation. The company wants to get up and running with Sales Cloud right away. The deadline has yet to be established and the requirements still need to be defined.
Which project management methodology should a consultant recommend to ensure the implementation is successful?

Question34: The admin at Universal Containers has been getting complaints from sales reps about duplicate leads within Sales Cloud. The admin has already set up a Matching Rule for Leads.
What should the consultant recommend to resolve the issue?

Question35: The Northern Trail Outfitters sales team has reported that many of the leads they receive are missing an email address or phone number.
Which approach should a consultant recommend to address this issue?

Question36: 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?

Question37: Cloud Kicks noticed its data quality has degraded since its initial Sales Cloud implementation and is working with a consultant to develop a data management plan. The consultant suggested some best practices for creating, processing, and maintaining data.
Which functional area can be improved by using third-party data enrichment tools?

Question38: Northern Trail Outfitters had issues with its last two Salesforce deployments, both of which caused system downtimes that exceeded planned estimates. The CIO asked a consultant to develop a Risk Register to identify and mitigate these types of issues with future deployments. The CIO asked the consultant to log the two previously known issues as a starting point for the register.
In which Risk category do these system downtime issues fall?

Question39: During the Deploy phase at Cloud Kicks, users are finding it difficult to navigate a new system which is contributing to low adoption.
How should the consultant avoid this issue in the future?

Question40: Cloud Kicks (CK) has requested a Statement of Work (SOW) that clearly details who will train users on new features and how the training will be delivered.
Which section of a SOW should the consultant discuss with CK to meet the requirement?

Question41: The sales manager at Universal Containers has noticed that sales teams are having trouble understanding who should own an Opportunity. Sales teams base their sales opportunities on assignments to specific ZIP codes.
Which solution should the consultant recommend?

Question42: A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account.
What should the consultant recommend to allow Account owners to selectively share an Account's Contacts with Opportunity owners?

Question43: Universal Containers (UC) recently implemented new Sales Cloud solutions. UC stakeholders believe that user adoption is best measured by the login rate.
Which additional key metric should the consultant recommend?

Question44: When addressing challenges within Cloud Kicks' Sales Cloud project, which approach should a consultant prioritize to extend declarative development effectively?

Question45: Cloud Kicks recently launched Sales Cloud. Admins need to know the pages with the highest traffic.
Which option should a consultant recommend to meet this requirement?

Question46: Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts without creating duplicate Contact records.
What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature?

Question47: The sales department at Cloud Kicks is growing quickly. New sales executives want to prioritize interacting with contacts who make or influence the decision to purchase Sales Cloud.
What should the consultant recommend to document the decision- makers and influencers?

Question48: Cloud Kicks (CK) requires its sales associates to record all interactions with prospects within Salesforce.
Which sales metric should a sales manager at CK use to monitor and reinforce its sales strategy?

Question49: Universal Containers (UC) has acquired another company that uses Sales Cloud and is migrating its legacy data, email alerts, and approval processes.
Which steps should the consultant perform to maintain data integrity?

Question50: Cloud Kicks has a large remote sales department working in many different locations. Management wants greater visibility into the opportunities in progress with their respective teams. They also want to receive emails when opportunities reach key metrics (for example, stage progression) or a high probability. However, they want to control the frequency of their emails.
Which solution should a consultant recommend?

Question51: Each product engineer at Cloud Kicks supports a specific product line. There are five product lines. While sales reps sell all of the company's product lines, sales management wants the appropriate product engineer to be able to automatically view any new Opportunity for their particular product line with Read-Only rights.
What should the consultant do to meet the requirement?

Question52: Cloud Kicks is running a campaign for the Shoe of the Month club. Sales management wants to use Campaign Influence features with Opportunities to attribute a percentage of success to Influential campaigns.
Which feature will allow for revenue share with standard and custom attribution models?

Question53: The Discovery phase with Cloud Kicks (CK) has just ended.
CK wants a visual way to see how the new business processes will work. CK's process is complex and requires multiple slides.
What should the consultant create to provide this high-level view?

Question54: The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office.
What should a consultant recommend?

Question55: At a kickoff meeting for a new project, a consultant starts gathering information to be used in the project implementation plan.
They ask the participants to define what project success will look like.
Which strategy is the consultant using?

Question56: A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation.
What should the consultant do during the planning stage to ensure a successful implementation?

Question57: Cloud Kicks has 300,000 account records and 16 million invoices in a custom object with a master-detail relationship to the Account. End users have stated that each account record takes a long time to display.
What should the consultant do to reduce the amount of time it takes to load pages and increase adoption?

Question58: Cloud Kicks has recently set up Sales Cloud and wants to measure the health of an account by comparing the amount of emails that are exchanged in a month.
What should the consultant recommend?

Question59: A consultant is initiating a Sales Cloud project for Cloud Kicks.
Which essential action should the consultant prioritize to ensure successful implementation and adoption?

Question60: Annual sales numbers change depending on renewal periods and new products. Sales managers at Universal Containers (UC) want to emphasize the importance of customer retention when prioritizing the pipeline and customer engagement for the sales team.
Which metric should the consultant recommend to help UC emphasize
the importance of customer retention to the overall business strategy?

Question61: 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?

Question62: Predefined groups of sales reps work collaboratively on Accounts in the Cloud Kicks (CK) sales model. Each group is also responsible for specific accounts. CK has organization-wide default access set to Public Read
/Write for Accounts. CK discovered this caused issues with data quality where reps edited accounts outside their scope of responsibility. CK wants to allow reps to view any account, but restrict editing to only reps who are responsible for those specific accounts.
Which step should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?

Question63: Cloud Kicks (CK), a large global organization, is rolling out a complex Salesforce Release to its staff located in offices around the world.
Which approach should the consultant recommend that CK use for training this audience?

Question64: Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with open Opportunities are missing Contacts.
What should a consultant recommend to build this report?

Question65: Cloud Kicks is in the process of implementing Sales Cloud for its sales teams. Senior management has concerns about adoption.
What should a consultant recommend to encourage adoption?

Question66: Which prerequisite should the consultant consider before enabling Opportunity Splits?

Question67: The sales director at Universal Containers wants to ensure that a custom field on the Lead object is excluded from Einstein Lead Scoring.
How should the consultant meet the requirement?

Question68: Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas.
Which solution should a consultant recommend?

Question69: A consultant is preparing to release an updated version of a sales process they have been working on for an existing Sales Cloud client.
Which action should the consultant take first to ensure a smooth rollout for the sales team?

Question70: Management at Universal Containers wants to identify duplicate Leads in its org so marketing reps can clean them up later.
What should a consultant do to ensure clean leads for the marketing reps?

Question71: The admin at Cloud Kicks recently implemented Sales Cloud and needs to understand the adoption of Lightning Sales Console. What should a consultant recommend to analyze adoption?

Question72: Cloud Kicks (CK) recently finished a redeployment of its Lightning pages. CK users report that Lightning pages are loading slowly. CK management wants to consider the impact this has on adoption.
What should the consultant recommend that CK use to evaluate Lightning pages?

Question73: Cloud Kicks (CK) wants to implement sharing rules.
Which consideration should the consultant explain to CK?

Question74: Universal Containers (UC) does business with a contact associated with a specific account with the contact role of executive.
The contact is also on the board of a nonprofit that has requested a charitable donation from UC. UC wants to track the contact on both accounts.
What is the most efficient solution that the consultant should implement to meet the requirement?

Question75: After creating a brand new sneaker Product object record for Cloud Kicks, the admin is unable to add this product to Price Books.
How should the consultant resolve the issue?

Question76: Northern Trail Outfitters (NTO) finished implementing Sales Cloud for a mid-market sales team. Sales management wants to track data completeness.
Which common metric should the consultant recommend that NTO use to measure core Sales Cloud data?

Question77: The project at Universal Containers is almost finished and now it is time to test the changes and updates that have been made before go-live.
Partial and Full sandboxes are unavailable.
Where should the consultant recommend testing be conducted?

Question78: After a project deployment, several bugs were identified by end users and prioritized by the project team.
How should a consultant resolve these issues?

Question79: A consultant for Universal Containers is preparing to migrate the company's legacy CRM to Sales Cloud. The admin for the previous system is enthusiastic about Sales Cloud and driving the objectives of the implementation, but end users have expressed dissatisfaction about moving to a new platform.
How should the consultant determine and validate their approach with end users?

Question80: After Cloud Kicks implemented Sales Cloud Einstein, a consultant realizes they are unable to activate all of the features.
Which step should the consultant take to troubleshoot the issue?

Question81: The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or contract details for a created order.
Which condition should the consultant consider to meet this requirement?

Question82: An executive at Cloud Kicks (CK) has asked its admin to create a diagram showing the high-level processes within the business. CK plans to use the diagram to show the context of a new process within the overall business.
What should the admin create to meet this requirement?

Question83: The admin at Universal Containers is attempting to retire a Product that is being replaced by a newer version, but they are receiving an error because the Product is associated to an Opportunity.
What should the consultant recommend to resolve the issue most efficiently?

Question84: Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them.
Which functionality should the consultant recommend?

Question85: Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org.
Which action should the consultant recommend?

Question86: Sales managers at Cloud Kicks need to visualize all open opportunities within a 10-mile radius based on the location of the related account.
Which solution should a consultant recommend?

Question87: Cloud Kicks has completed the discovery stage and leadership has aligned on the project's business goals.
What should the consultant formalize with stakeholders before moving on to the next project stage?

Question88: The sales director at Universal Containers is concerned the percentage of all opportunities marked Closed Won is lower than expected. Historically, qualified leads must have a budget that is at least $10,000. The director wants sales reps to prioritize high-value prospects.
Which action should a consultant recommend to meet the requirement?

Question89: Cloud Kicks is implementing Sales Territories for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.
What should the consultant recommend?