Experience-Cloud-Consultant Practice Test Questions

185 Questions


What is required when creating portal users through Just-Time (JIT) provisioning?


A. FederationIdentifier


B. Organization_id


C. FirstName


D. User.Role





A.
  FederationIdentifier

Explanation:

Correct Options:

🟢 A. FederationIdentifier
For Just-in-Time (JIT) provisioning to work, the FederationIdentifier is a mandatory requirement. 🔗 This field uniquely identifies a user from an external identity provider and is used by Salesforce to match, update, or create a new user record upon the first login via Single Sign-On (SSO). It acts as the key that connects the external user's identity to their corresponding Salesforce user record, making the on-demand provisioning process possible without manual user creation.

Incorrect Options:

B. Organization_id
The Organization_id is a unique identifier for the entire Salesforce org, not an individual user. This field is not used for JIT provisioning, as the process focuses on individual user identity, not the org's identity.

C. FirstName
While the FirstName is part of a user's record, it is not required for the core JIT provisioning logic. The system uses the FederationIdentifier as the unique key to determine if a user record exists or needs to be created. Other user attributes are often included in the SAML assertion but are not mandatory for provisioning itself.

D. User.Role
A user's Role can be passed in the SAML assertion to be automatically assigned upon user creation, but it is not a required field for the provisioning process itself. The user record can be created without a role, which can then be assigned manually later. The FederationIdentifier is the only non-negotiable field for JIT provisioning to occur.

Ursa Major Solar (UMS) wants to differentiate between the leads created by partners and the leads created by its own Sales team. All lead records are shared with partners: however, some of the information captured by the Sales team on the lead record should not be shared with partners. Which two steps should UMS take at a minimum in order to meet the requirement? Choose 2 answers


A. Create Lead Record Types for Lead Distribution.


B. Enable “Lead Sharing" in Digital Experience settings.


C. Create a separate channel for partners in PRM Workspaces.


D. Create Page Layouts for Lead Distribution.





A.
  Create Lead Record Types for Lead Distribution.

D.
  Create Page Layouts for Lead Distribution.

Explanation:

The core requirement has two parts: (1) differentiating the source of a lead (partner vs. internal), and (2) controlling the visibility of specific fields on those leads for partner users.

✅ A. Create Lead Record Types for Lead Distribution:
This is the foundational step. Record Types allow you to categorize leads into different business processes (e.g., "Partner Lead" and "Internal Sales Lead"). This differentiation is crucial because it enables you to assign...

✅ D. Create Page Layouts for Lead Distribution:
...different Page Layouts. Page Layouts control which fields are visible to which users. You can assign a more detailed layout with all sensitive fields to the "Internal Sales" record type for your internal team's profile. For the partner community profile, you assign a different, restricted layout to the "Partner Lead" record type that omits the sensitive fields. This combination directly meets the requirement of hiding specific information.

❌ B. Enable “Lead Sharing" in Digital Experience settings:
This setting controls whether lead records are shared at all with the experience. The question states "All lead records are shared with partners," meaning this is already configured. This setting does not help with differentiating lead sources or hiding specific fields; it is simply an on/off switch for lead sharing.

❌ C. Create a separate channel for partners in PRM Workspaces:
PRM Workspaces are excellent for organizing different groups of partners and tailoring their experience (e.g., which apps, tabs, and records they see). However, a workspace itself does not inherently differentiate between record sources or control field-level visibility on a single object like Lead. The Record Type and Page Layout configuration is a more fundamental and necessary solution.

Reference:
This solution leverages the standard Salesforce tools for object-specific sharing and visibility. The key is using Record Types to classify data and then using Profile- and Record Type-specific Page Layouts to enforce field-level security (FLS) for external users.

Universal Containers is looking to build a new self-service site. Users will post questions, read Knowledge articles, and view case reports, users will not be registering deals or participating in any other sales activity. Which external user license meets these requirements?


A. Authenticated Service Site User


B. External Community Plus


C. External Identity


D. Customer Community Plus





D.
  Customer Community Plus

Explanation:

The requirement is for a licensed external user who can perform specific actions in a service-oriented community:
➡️ Post questions: This is typically done via Chatter feeds or through a custom component that creates feed posts or cases.
➡️ Read Knowledge articles: This requires read access to the Knowledge object.
➡️ View case reports: This requires read access to the Case object and the Report tab.

Let's evaluate the licenses:

✅ D. Customer Community Plus:
This license is specifically designed for this use case. It includes licenses for:
➡️ Chatter (enabling users to post questions in feeds).
➡️ Knowledge User license (enabling read access to Knowledge articles).
➡️ Cases and Reports (enabling users to view their own cases and run reports on them).

❌ A. Authenticated Service Site User:
This is a legacy license with very limited permissions. It does not include access to standard Salesforce tabs like Reports, making it unsuitable for the "view case reports" requirement. Its use is generally discouraged in favor of modern community licenses.

❌ B. External Community Plus:
This is not an official Salesforce license name. The standard licenses are "Customer Community" and "Customer Community Plus." This distractor is likely pointing to the latter, which is the correct choice.

❌ C. External Identity:
This is an Identity Only license. It provides login authentication (via Salesforce Identity) but does not include a license to access any standard Salesforce data like Knowledge, Cases, or Reports. It is used for portals where users only need to access custom applications or storefronts built on the platform without accessing core CRM data.

Reference:
The Salesforce Help article "Experience Cloud License Comparison" details the exact permissions and object access granted to each type of external user license. Customer Community Plus is the minimum license that supports all the listed functionalities out-of-the-box.

Dreamscape Flowers (DF) is a well-known global with a large network of partners in various regions DF currently has a number of manual process with varied complexity. Some of these processes involve lifecycle management that DF is looking to automate as part of a broad digital transformation initiative. In what three ways can Salesforce Partnership Management (PRM) help DF? Choose 3 answers


A. Automating partner onboarding process


B. Helping partners manage their payments and file taxes


C. Providing reports and dashboards access to partners


D. Preventing channel conflict





A.
  Automating partner onboarding process

C.
  Providing reports and dashboards access to partners

D.
  Preventing channel conflict

Explanation:

Salesforce PRM is a set of features on the Experience Cloud platform designed to manage business relationships with a channel of partners.

✅ A. Automating partner onboarding process:
This is a primary benefit of PRM. The "lifecycle management" mentioned directly refers to the partner journey from recruitment and application to training, approval, and activation. PRM automates this with tools like automated welcome emails, task assignments, and required training checklists before granting access.

✅ C. Providing reports and dashboards access to partners:
Transparency is a key tenet of PRM. By providing partners with dedicated reports and dashboards on their performance (e.g., leads converted, opportunities influenced, marketing fund usage), DF can align incentives and help partners focus on the most productive activities.

✅ D. Preventing channel conflict:
This is solved through deal registration. This process allows a partner to formally claim credit for an opportunity they are working on. Once registered, the deal is protected for that partner, preventing other partners or the internal sales team from pursuing the same customer and causing conflict. This builds trust in the partner ecosystem.

❌ B. Helping partners manage their payments and file taxes:
Salesforce is a CRM (Customer Relationship Management) platform, not an ERP (Enterprise Resource Planning) or accounting system. While PRM can track metrics used for calculating commissions or funds (e.g., influenced revenue), it does not handle the actual processing of payments, payroll, or tax calculations and filings. These functions require integration with a dedicated financial system.

Reference:
The core capabilities of Salesforce PRM are outlined in the "Partner Management" Trailhead modules and Salesforce Help documentation, focusing on onboarding, enablement, performance management, and conflict resolution—not financial operations.

Dreamscape Flowers (DF) is planning to use Salesforce Partner Relationship Management (PRM) to manage partner lifecycle. DF is aware that Salesforce PRM can help with channel sales, lead distribution, and co-marketing with partners. Which other three features come standard with Salesforce PRM that DF can leverage without any code customization? Choose 3 answers


A. Partner Value Score Matrix


B. Case Escalation


C. Al-Powered Knowledge Base


D. Partner Incentivization Map


E. Chat





B.
  Case Escalation

C.
  Al-Powered Knowledge Base

E.
  Chat

Explanation:

Salesforce Partner Relationship Management (PRM) is built on Experience Cloud and provides standard features to help businesses like Dreamscape Flowers manage their partner relationships without needing custom code. Let’s go through each option to see why B, C, and E are correct:

A. Partner Value Score Matrix ❌
This is not a standard feature in Salesforce PRM. While Salesforce allows you to evaluate partners (e.g., through reports or dashboards), there’s no specific feature called “Partner Value Score Matrix” that comes out-of-the-box. This sounds like a custom solution that would require development.

B. Case Escalation ✅
Salesforce PRM includes case management features, allowing partners to create and manage cases directly in the partner portal. Case Escalation is a standard feature in Salesforce Service Cloud, which integrates with PRM. It lets DF set up escalation rules to automatically handle urgent partner issues (e.g., escalating a case about a delayed order to a manager). This requires no custom code, as it’s configured through Salesforce’s standard setup.

C. AI-Powered Knowledge Base ✅
Salesforce PRM supports a Knowledge base powered by Salesforce Knowledge, which includes AI-driven features like article recommendations and search optimization (part of Einstein for Service). DF can use this to share guides or FAQs with partners (e.g., how to sell flowers effectively) without coding, as it’s a standard feature in Experience Cloud sites integrated with PRM.

D. Partner Incentivization Map ❌
There’s no standard feature called “Partner Incentivization Map” in Salesforce PRM. While PRM supports partner programs and incentives (e.g., through campaigns or reports), this specific term suggests a custom-built feature, which would require code or additional configuration.

E. Chat ✅
Salesforce PRM includes Chat (powered by Salesforce Service Cloud’s Embedded Service Chat) as a standard feature. DF can enable chat in the partner portal to allow partners to get real-time support (e.g., asking about order status). This is set up through Experience Builder or Service Cloud settings without any custom coding.

Reference:
Salesforce Help: Set Up Salesforce PRM
Trailhead: Partner Relationship Management Basics

Cloud Kicks (CK) has a subscription model to send new sneakers to customers every month. Customers log in to the CK site, where they can manage their accounts, manage and create cases, and submit refund claims. CK also provides access to articles from its Knowledge base. Which template should CK use to give customers the access they need?


A. Build Your Own


B. Microsite


C. Help Center


D. Account Portal





D.
  Account Portal

Explanation:

Salesforce Experience Cloud offers several templates to create sites, each designed for specific use cases. CK needs a site where customers can log in, manage their accounts, create and manage cases, submit refund claims, and access Knowledge articles. Let’s see why D is the best choice:

A. Build Your Own ❌
The Build Your Own template is highly flexible but requires significant customization to set up features like account management, case management, and Knowledge access. It’s not ideal for CK’s needs, as it demands more configuration effort compared to a pre-built template designed for customer interactions.

B. Microsite ❌
The Microsite template is designed for lightweight, public-facing sites with minimal interactivity (e.g., a promotional page). It’s not suited for logged-in experiences where customers need to manage accounts, create cases, or access a Knowledge base, as it lacks these robust features out-of-the-box.

C. Help Center ❌
The Help Center template is great for self-service support, focusing on Knowledge articles and case management. While it supports some of CK’s needs (e.g., Knowledge access and case creation), it’s not optimized for account management or transactional features like refund claims, which are central to CK’s subscription model.

D. Account Portal ✅
The Account Portal template (also known as the Customer Account Portal) is designed for logged-in customer experiences. It provides out-of-the-box features for customers to manage their accounts (e.g., update payment info), create and track cases (e.g., for support issues), submit refund claims, and access Knowledge articles. For example, CK customers can log in to update their sneaker subscription preferences, file a case for a late delivery, or read articles about sneaker care—all within the Account Portal template. This matches CK’s requirements perfectly.

Reference:
Salesforce Help: Experience Cloud Templates
Trailhead: Explore Experience Cloud Templates

To which three objects can the Partner Super User access be applied? Choose 3 answers


A. Opportunities


B. Accounts


C. Cases


D. Custom Objects


E. Campaigns





A.
  Opportunities

B.
  Accounts

D.
  Custom Objects

Explanation:

Partner Super User Access is a feature in Experience Cloud that allows partner users to access data owned by other users in their partner account. It is especially useful for collaboration within a partner organization. However, this feature is limited to specific objects and does not extend to all Salesforce records.

🏆 Correct Option (A – Opportunities):
Super User Access allows partner users to see and collaborate on Opportunities owned by other partner users within their account. This supports effective deal collaboration between partner sales representatives.

🏆 Correct Option (B – Accounts):
Partner Super Users can access Accounts owned by their peers. This ensures the whole partner company has shared visibility into customer records for better account management and coordination.

🏆 Correct Option (D – Custom Objects):
Custom objects that are set up for partner access can also be included in Super User Access. This allows partners to share data beyond standard objects, extending functionality to custom business processes.

🚫 Incorrect Option (C – Cases):
Super User Access does not extend to Cases. Case visibility is managed using Sharing Sets or other sharing rules, not through Partner Super User functionality.

🚫 Incorrect Option (E – Campaigns):
Campaigns are not supported by Super User Access. Campaign participation is controlled separately, usually through Campaign Member settings or sharing rules, not via Super User permissions.

🔗 Reference:
Salesforce Help: Partner Super User Access

Northern Trail Qutfitters has a network of resellers who are Partner Community users. One of the resellers has requested that their parent company get View access to cases created by their child companies. Which functionality will meet the requirement best?


A. Manually share cases.


B. Move users who need case access to a higher level in the Role Hierarchy.


C. Configure an External Account Hierarchy.


D. Create a Sharing Set for the Account.





C.
  Configure an External Account Hierarchy.

Explanation:

🔒 Correct Option (C):
An External Account Hierarchy allows administrators to set up parent-child account relationships for external users. Once configured, parent accounts can view cases and other records created by their child accounts, making it the best solution for Northern Trail Outfitters.

🚫 Incorrect Option (A – Manually share cases):
Manual sharing could provide access but would require ongoing administrative work and is not scalable for a reseller network. It is not a best practice for structured account visibility.

🚫 Incorrect Option (B – Role Hierarchy):
Moving users higher in the role hierarchy helps with internal Salesforce user access but does not apply to external users in Experience Cloud. Role hierarchy cannot provide parent-child reseller case visibility.

🚫 Incorrect Option (D – Create a Sharing Set for the Account):
Sharing Sets grant record access based on user-to-account relationships. However, they do not support parent-child account visibility across related companies. This makes them insufficient for this use case.

💡 Summary:
Resellers often need visibility into cases created across different related accounts. Salesforce supports this through External Account Hierarchies, which mirror the internal account hierarchy but work specifically for external Experience Cloud users. This provides scalable and structured record access without manual workarounds.

🔗 Reference:
Salesforce Help: External Account Hierarchies

What accurately sequences the necessary steps to create a partner user from an enabled partner account?


A. 1) Edit the user record to assign the correct role/profile. ee
2) View the partner account contact. Single Book
3) Select Manage External User.
4) Select Enable Partner User.
5) Save.<


B. 1) View the partner account contact.
2) Select Manage External User. Multiple Books
3) Select Enable Partner Account.
4) Edit the user record to assign the correct role and profile.
5) Save.


C. 1) View the partner account contact.
2) Select Manage External User.
3) Select Enable Partner User.
4) Edit the user record to assign the correct role/profile.
5) Save.


D. 1) Edit the user record to assign the correct role/profile.
2) View the partner account contact.
3) Select Manage External User.
4) Select Enable Partner Account.
5) Save.





C.
  1) View the partner account contact.
2) Select Manage External User.
3) Select Enable Partner User.
4) Edit the user record to assign the correct role/profile.
5) Save.

Explanation:

The process of creating a Partner Community user is distinct from creating a regular internal user. It must be initiated from the Contact record associated with the partner account. The key is that the user is enabled first, and then their profile and role are configured afterward.

Let's break down the correct sequence:

View the partner account contact.
Why: Partner users are created from Contact records, not from the standard "New User" button. You must first navigate to the specific contact that represents the person who needs portal access.
Select Manage External User.
Why: This is the specific action on the Contact record that initiates the process of converting a Contact into an Experience Cloud user.
Select Enable Partner User.
Why: This button confirms the action and actually creates the user record. At this point, the user is created but is not yet fully configured. The system will generate a username and a temporary password.
Edit the user record to assign the correct role/profile.
Why: After the user is enabled, you must navigate to the newly created User record. Here, you assign the appropriate Profile (e.g., "Partner Community User") which grants the user their license and permissions. You also assign a Role within the partner account's role hierarchy, which controls record sharing and visibility.
Save.
Why: This finalizes the user configuration.

Why the Other Options Are Incorrect:

A. This is incorrect because it starts by editing a user record that does not exist yet. You cannot assign a role and profile to a user before the "Enable Partner User" step has been performed to create that user record.
B. This is incorrect because it uses "Enable Partner Account," which is not a standard button or step. The correct term is "Enable Partner User." Furthermore, it places the role/profile assignment before the user is enabled, which is the wrong order.
D. This is incorrect for the same primary reason as A and B. It starts with editing a non-existent user record and uses the non-standard term "Enable Partner Account."

Reference
Salesforce Help: "Create Experience Cloud Users from Contacts"
Core Concept: The correct, unchangeable sequence is Contact -> Manage External User -> Enable Partner User -> Configure User Record. You cannot pre-configure a user before they are enabled for the community. This process ensures the user is properly linked to their associated contact and account.

Northern Trail outfitters (NTO) aims to provide personalization by encouraging its individual customers to self-register in its B2C Experience site. NTO is not looking to create a placeholder account.
NTO Experience consultant has set up self-registration in its Login and Registration pages. NTO’s site manager has configured the Allow external users to self-register’’ option. NTO uses Customer Community Plus Licenses.
Which two steps are needed to complete self-registration in NTO’s Experience site? Choose 2 answers


A. Ensure that the Account field is empty in the registration section.


B. Contact Salesforce Customer Support to enable Communities Self Registration Controller.


C. Ensure that the Contact field is empty in the registration section.


D. Contact Sales customer Support to enable Person Accounts.





A.
  Ensure that the Account field is empty in the registration section.

D.
  Contact Sales customer Support to enable Person Accounts.

Explanation:

Northern Trail Outfitters (NTO) is setting up B2C self-registration for individual customers using Customer Community Plus licenses. Since they are not using placeholder accounts, they must rely on Person Accounts, which combine Account and Contact into a single record — ideal for B2C scenarios.

Here’s why the correct steps are:

✅ A. Ensure that the Account field is empty in the registration section
For Person Account creation, the Account field must be left blank.
If populated, Salesforce assumes a Business Account model and tries to associate the user with an existing account, which is not desired in this B2C flow.

✅ D. Contact Salesforce Customer Support to enable Person Accounts
Person Accounts are not enabled by default.
You must contact Salesforce Support to activate this feature in your org.
Once enabled, self-registration can create Person Accounts automatically when the Account field is blank.

❌ Why the Other Options Are Incorrect
B. Communities Self Registration Controller is a legacy concept. Modern Experience Cloud sites use the SelfRegistrationHandler Apex class or standard flows. No need to contact support for this.
C. Contact field is not relevant in this context. The system creates a Contact automatically when a Person Account is created. Leaving the Contact field empty is not a required step.

📘 References
Salesforce Help: Self-Registration for Experience Cloud Sites
Salesforce Help: Person Accounts Overview
Trailhead: Experience Cloud Basics

Ursa Major Solar (UMS) noticed that quest users are unable to see images on its customer portal.
Which setting should UMS enable in order for quest users to see the images?


A. “Enable Image Connect for guest users” in the Administration Workspace


B. “Let guest users view asset files and CMS content available to the community" in the Administration Workspace


C. “Allow guest users to self register” in the Administration Workspace


D. The "Jepson" theme in the Builder Workspace





B.
  “Let guest users view asset files and CMS content available to the community" in the Administration Workspace

Explanation:

Ursa Major Solar (UMS) is facing an issue where guest users cannot see images on its customer portal, which is likely built using Salesforce Experience Cloud. Guest users are unauthenticated users who access the site without logging in. To allow guest users to view images, which are typically stored as asset files or managed within Salesforce CMS (Content Management System), the appropriate setting must be enabled in the Experience Cloud configuration.

B. “Let guest users view asset files and CMS content available to the community” in the Administration Workspace:
This setting, found in the Administration Workspace under the "Security & Privacy" or "General" settings of the Experience Cloud site, explicitly allows guest users to access asset files (such as images) and CMS content that are marked as available to the community. Enabling this setting ensures that images stored in Salesforce CMS or as asset files are visible to guest users, resolving UMS’s issue. This is the most relevant setting for controlling guest user access to content like images.

Why Other Options Are Incorrect:

A. “Enable Image Connect for guest users” in the Administration Workspace:
This is not a standard Salesforce setting. There is no feature called "Image Connect" in the Administration Workspace or elsewhere in Salesforce Experience Cloud. This option is likely a distractor and does not apply to the scenario.
C. “Allow guest users to self register” in the Administration Workspace:
This setting enables guest users to create their own accounts (self-register) on the site, typically for becoming authenticated users (e.g., Customer Community users). It does not control access to images or other content for unauthenticated guest users, so it is irrelevant to the issue of guest users viewing images.
D. The "Jepson" theme in the Builder Workspace:
The "Jepson" theme refers to a specific theme in the Experience Builder, which controls the visual styling and layout of the site. While themes can affect how images are displayed in terms of design, they do not govern permissions or access to content like images for guest users. This option does not address the visibility issue.

References:
Salesforce Help: Enable Guest User Access to Public Content (Details the "Let guest users view asset files and CMS content available to the community" setting in the Administration Workspace).
Trailhead: Experience Cloud Security and Sharing (Covers guest user permissions, including access to CMS content and asset files).
Salesforce Help: Salesforce CMS for Experience Cloud (Explains how CMS content, including images, is managed and shared with guest users).

Dreamscape Flowers (DF) is evaluating Salesforce Partner Relationship Management (RPM) to help improve its current channel sales performance.
In what two ways can Salesforce PRM help DF accelerate channel sales? Choose 2 answers


A. By automating partner entitlement assignment in Channel sales teams


B. BY automating partner tiering in Channel sales hierarchy


C. By automating partner lead routing


D. By automating quoting with Salesforce CPQ





B.
  BY automating partner tiering in Channel sales hierarchy

C.
  By automating partner lead routing

Explanation:

Salesforce Partner Relationship Management (PRM) is built on the Salesforce Platform, extending core CRM capabilities to an external partner ecosystem. To accelerate sales, PRM focuses on improving the efficiency and speed of the partner's selling process.

C. By automating partner lead routing:
This is a crucial function of PRM. It ensures that new leads are automatically and instantly routed to the most appropriate and qualified partner based on criteria like geography, product specialization, or current partner tier. This automation:
Reduces lead response time, preventing leads from going cold.
Increases partner engagement by ensuring they receive high-quality, relevant leads.
Eliminates channel conflict by clearly assigning leads, thereby accelerating the start of the sales cycle.
D. By automating quoting with Salesforce CPQ:
Salesforce PRM integrates with Revenue Cloud components, most notably Configure, Price, Quote (CPQ). By extending CPQ functionality to the partner portal, partners can:
Generate quotes quickly and accurately without needing manual approval for every detail.
Ensure all quotes are compliant with DF's latest pricing, product bundles, and discounts.
This removes bottlenecks in the sales process, allowing partners to close deals faster.

Detail of Incorrect Answers

A. By automating partner entitlement assignment in Channel sales teams:
While PRM can manage user entitlements (permissions/licenses) and access to features, the core concept of "automating entitlement assignment" is related to the initial setup and maintenance of partner users, not a direct driver of sales acceleration in the context of leads and quoting. Sales acceleration is tied to moving deals forward quickly.
B. By automating partner tiering in Channel sales hierarchy:
PRM certainly enables sophisticated partner tiering (e.g., Gold, Silver, Bronze), which is key for applying the right discounts and incentives. However, the automation of the tiering itself (the promotion/demotion based on performance) is a management and incentive process. It indirectly accelerates sales by motivating partners, but it is less of a transactional acceleration tool than lead routing and quoting. Lead routing and CPQ directly impact the time it takes to process a lead and create a deal, which are the most direct forms of sales acceleration.

References
The concepts of automated lead distribution and extending CPQ for quoting are frequently cited as the primary sales acceleration features of Salesforce PRM (Partner Relationship Management).
Salesforce Documentation - Lead Management: Salesforce PRM includes Lead Distribution functionality, which enables automated lead routing to partners, a key feature for accelerating the sales cycle by improving response time.
Salesforce Documentation - Revenue Cloud Integration: Salesforce often promotes the benefit of extending CPQ (a part of Revenue Cloud) to partners via the PRM platform, allowing them to rapidly generate accurate, branded quotes, which directly accelerates deal closing.


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