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 3)

Questions 11–15

1. 11expert · hard

   A consultant is designing an Agentforce solution for a client that has a complex sales process with multiple approval steps. The client wants to automate the approval process but also wants to maintain flexibility for managers to override decisions. The consultant must design a solution that balances automation with human control. What should the consultant do?

   • ADesign a fully automated approval process with no manual overrides to maximize efficiency.
   • BDesign an automated approval flow that routes to managers, with the ability to manually override or adjust the outcome.
   • CDesign the approval process to be automated only for low-value deals and manual for high-value deals.
   • DKeep the approval process manual and only automate data entry.
   Reveal Solution Discussion Select an answer first
2. 12foundation · easy

   A consultant wants to verify that a new Flow works correctly when a record is created. Which type of testing is MOST appropriate for this check?

   • ALoad testing
   • BSecurity testing
   • CUnit testing
   • DUser acceptance testing
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4. 13expert · hard

   A consultant is engaged for an Agentforce project with a tight deadline. The client's project manager insists on skipping the requirements-gathering phase and moving straight to design based on a previous similar project. The consultant knows that the client's business processes differ significantly from that previous project. What should the consultant do?

   • ADesign the solution based on the previous project and note the differences in the documentation.
   • BConduct a brief discovery session with key stakeholders to validate assumptions, then proceed with design.
   • CRefuse to proceed unless the full requirements-gathering phase is completed.
   • DComply with the project manager's request to keep the client happy and meet the deadline.
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5. 14application · medium

   A consultant is starting a new Agentforce implementation for a retail client. The client's IT lead has already scheduled a single 90-minute kickoff meeting next week and expects the consultant to 'just get it done' within the next month. The consultant knows that a typical engagement involves planning, requirements gathering, design, build, test, and documentation. What is the most important first step to set the engagement up for success?

   • ABegin building the Agentforce solution immediately using standard templates to save time.
   • BAsk the IT lead to cancel the kickoff and instead send a detailed email questionnaire to all stakeholders.
   • CPropose a revised engagement plan that includes a discovery workshop, design review, and UAT phase, and align on it with the IT lead.
   • DConduct the kickoff as scheduled but use it to demo the proposed solution to get quick buy-in.
   Reveal Solution Discussion Select an answer first
6. 15foundation · easy

   Which activity is part of a successful handoff to the customer?

   • AConducting a knowledge transfer session
   • BDisabling all user licenses
   • CDeleting the project's sandbox
   • DRemoving all custom fields
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