Given a Scenario, Determine How to Facilitate a Successful Consulting Engagement (plan, Gather Requirements, Design, Build, Test, and Document). AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 1)

Questions 1–5

1. 1application · medium

   A consulting firm is starting an Agentforce project for a client. The project has a fixed budget and a go-live date in three months. The client has provided a list of desired features but no detailed requirements. The consultant needs to plan the engagement. Which activity should be included in the planning phase?

   • ADefine the project scope, timeline, and roles and responsibilities for both the consultant and the client.
   • BSchedule the UAT phase for the last week before go-live.
   • CCreate a detailed design document before gathering requirements.
   • DStart building the solution immediately to meet the deadline.
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2. 2application · medium

   A consultant is gathering requirements for an Agentforce implementation. The client has multiple stakeholder groups: sales managers, sales reps, and IT. The sales managers want detailed reporting, the sales reps want ease of use, and IT wants security and maintainability. The consultant needs to document requirements that satisfy all groups. What is the best technique to use?

   • AUse a survey to collect requirements and then pick the most popular ones.
   • BInterview each group separately and then combine the requirements without prioritization.
   • CAsk the IT team to define all requirements since they will manage the solution.
   • DConduct a joint workshop with all stakeholder groups to discuss and prioritize requirements together.
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4. 3expert · hard

   A consultant is planning an Agentforce implementation for a client that has a very aggressive go-live date. The client's stakeholders have conflicting priorities: sales wants maximum automation, compliance wants strict controls, and IT wants minimal custom code. The consultant must create a plan that balances these needs. What should the consultant do?

   • APropose a phased approach that delivers core automation first and adds compliance controls in a later phase.
   • BDesign a solution that uses custom code to meet all requirements quickly.
   • CPrioritize sales automation and address compliance and IT concerns later.
   • DFacilitate a prioritization workshop to align on scope and trade-offs before finalizing the plan.
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5. 4foundation · easy

   When translating requirements into a Salesforce solution design, which principle is MOST aligned with Salesforce best practices?

   • ABuilding custom objects for every data type instead of using standard objects
   • BWriting Apex code for all automation to ensure flexibility
   • CCustomizing standard objects with unnecessary fields to match every user request
   • DUsing declarative tools like Flow and validation rules before writing custom code
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6. 5foundation · easy

   During the build phase, a consultant needs to automate a business process without writing code. Which Salesforce feature should they use?

   • AFlow Builder
   • BExternal objects
   • CApex triggers
   • DVisualforce pages
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