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 5)

Questions 21–25

1. 21foundation · easy

   A consultant is starting a new Salesforce implementation. According to standard consulting engagement phases, which activity is typically performed FIRST?

   • APlanning the engagement
   • BGathering business requirements
   • CExecuting user acceptance testing
   • DCreating the solution design document
   Reveal Solution Discussion Select an answer first
2. 22foundation · easy

   Which activity is part of the build and configuration phase of a Salesforce implementation?

   • AWriting the project charter
   • BCreating custom objects and fields
   • CPerforming user acceptance testing
   • DConducting a stakeholder interview
   Reveal Solution Discussion Select an answer first
4. 23application · medium

   A consultant is nearing the end of an Agentforce implementation. The client's IT team will take over administration, and business users need training. The consultant has built a comprehensive solution with custom flows and objects. What is the most important deliverable to ensure a successful handoff?

   • AA recorded demo of the solution for the business users.
   • BA list of all the customizations made during the project.
   • CA technical design document and an admin guide that explain the flows, objects, and maintenance procedures.
   • DA final presentation to the executive sponsor summarizing the project.
   Reveal Solution Discussion Select an answer first
5. 24application · medium

   A consultant is designing an Agentforce solution for a financial services firm. The firm wants to automate lead qualification but has strict compliance requirements: all actions must be logged, and any escalation to a human must be transparent. The consultant has gathered requirements and is now translating them into a solution design. Which design decision best aligns with Salesforce best practices and the customer's goals?

   • AConfigure Agentforce to automatically escalate all leads to humans to avoid compliance risks.
   • BCreate a modular design with separate flows for lead scoring, logging, and escalation, and use standard Salesforce audit trails.
   • CDesign the solution to bypass standard logging to reduce data storage costs.
   • DUse a single, complex Agentforce flow that handles all lead qualification and logging in one place.
   Reveal Solution Discussion Select an answer first
6. 25foundation · easy

   A consultant needs to understand how sales reps currently manage their pipeline. Which technique is BEST suited for observing real user behavior and uncovering unspoken needs?

   • AJob shadowing
   • BReading the system administration guide
   • CReviewing the project budget
   • DSending a mass email to all users
   Reveal Solution Discussion Select an answer first