【2026年版】Salesforce Data - Cloud - Consultant ：Salesforce Data Cloud Consultant Salesforce 数据云顾问

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During a discovery session at CK, a topic is highlighted that is outside the statement of work(SOW).
How should the consultant proceed?

CK has 30000 account records and 16 million invoices in a custom object with a master-detail relationship to the Account. Each account record takes a long time to display due to the rendering time of the invoice related list.
What should the consultant do to solve this issue?

单选题

The sales manager at CK has asked a consultant to create a report to track when opportunities reach a certain stage with an amount equal to $100,000. The consultant saves the report to the Big Deals folder, which is a subfolder of the Sales Team folder. The Sales Manager role has View access to the Sales Team folder. The sales manager wants to subscribe to the report.

Which permission does the sales manager need to subscribe to the report created by the consultant?

A consultant has conducted discovery sessions with CK stakeholders and is ready to start gathering use cases for Sales
Which two groups should provide content for the use cases?
Choose 2 answers

单选题

Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected in Sales Cloud.

How should the consultant show sales operations what the data will look like after the change?

After a project deployment, several bugs are identified by end users and prioritized by the project team.
What are two ways the consultant should resolve these issues?
Choose 2 answers

The UC management team wants to help sales reps determine the right time to contact prospects.
What should the consultant recommend to meet the requirement?

CK has a large remote sales department working in many different locations. Management wants greater visibity into the opportunities in progress with their respective teams. They also want to receive email alerts when opportunities reach key metrics (e.g-stage progression) or a high probability. However, they want to control the frequency of their email alerts.
Which solution should a consultant recommend?

CK is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system.
Which stage of the project lifecycle does this fall under?

CK high-value opportunities are delayed in the approval process because sales managers' approval requests go unnoticed for various reasons. CK wants to streamline the approval process and give sales managers more ways to approve opportunities in a timely manner.
Which two strategies should the consultant recommend to improve the approval process? Choose 2 answers

CK uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. CK just added a new business unit to Salesforce. Managers in the new business unit report that their forecasts are accurate but they are unable to see the discount amount in the Opportunity List in Collaborative Forecasting.
What should a consultant do to resolve the issue?

UC has implemented Salesforce for all of its sales associates. All sales associates are required to select the win or loss status on every closed Opportunity. Managers like to measure the win ratio for all of the sales associates.
How should a consultant meet the requirement?

CK wants to utilize Opportunities to report and track subscriptions to its Shoe of the Month club. Subscribers can make a single payment or pay weekly, monthly, or quarterly.
Which solution should the consultant recommend to meet the requirement?

UC is migrating data from a legacy system into Salesforce.
Which two considerations should a consultant take into account when importing Campaign Members? Choose 2 answers

CK 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 details the monthly project management meeting, which limits the amount of time available to cover other critical topics.
Which two strategies should the consultant recommend to address these issues?
Choose 2 answers

A consultant has successfully deployed Sales Cloud at CK.
What is the final step in completing an engagement?