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Overview about SALESFORCE CRT-251 Exam
- Length of Examination: 105 minutes
- Registration Fee: 200 USD
- Number of Questions: 60
NEW QUESTION 80
Universal Containers' (UC) sales reps have said there are too many reports and dashboards which makes it hard to find what is important to them.
What should a consultant recommend that use to solve this issue?
- A. Enhanced Folder Sharing
Answer: A
NEW QUESTION 81
Sales management at Northern Trail Outfitters (NTO) wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers. What solution should a consultant recommend to help product managers engage in sales deals? Choose 2 answers
- A. Create a chatter group to share product information with sales team, product managers, and customers
- B. Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals
- C. @mention product managers in chatter posts on relevant sales deals
- D. Use an assignment rule to notify product managers when opportunities are updated
Answer: A,D
NEW QUESTION 82
The sales director at Cloud Kicks does not want users viewing each other's Opportunities, but wants users to check to see that the Account does not already exist prior to creating a new Account.
Which Organization-Wide Default should the Consultant recommend?
- A. Set Account to Public Read Only, and Opportunity to Controlled by Parent.
- B. Set Account to Public Read Only, and Opportunity to Public Read Only.
- C. Set Account to Public Read/Write, and Opportunity to Private.
- D. Set Account and Opportunity to Private.
Answer: C
NEW QUESTION 83
Cloud Kicks has a complicated sales process. Sales reps often have difficulty deciding when to move opportunities through various stages.
Which solution should the consultant recommend?
- A. Configure a dashboard that shows opportunities that have remained in the same stage for 30 days
- B. Advise sales reps to collaborate on Slack to move opportunities along the pipeline.
- C. Use automation to send emails to sales reps with Guidance for Success
- D. Activate Path and add up to five key fields and Guidance for Success
Answer: D
NEW QUESTION 84
Each product engineer at Cloud Kicks supports 3 specific product lines. There are three product lines. Sales reps sell all the company's product lines; Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their product line with Read-Only rights.
What are two actions the consultant can take to meet the requirement?
Choose 2 answers
- A. Enable Default Opportunity Teams for the Opportunity.
- B. Enable Default Account Teams for each product line.
- C. Manually assign a product-specific role to each product engineer.
- D. Create criteria-based opportunity sharing rules for each product line.
Answer: C
NEW QUESTION 85
The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org. How can the Consultant ensure that Leads are converted into either a business Account or a person Account where appropriate?
- A. Ensure the Company field is populated with "Person" to ensure it's converted into a person Account.
- B. Ensure the Company field is left blank to ensure it is converted into person Account.
- C. Ensure that there are separate record types for business Account Leads and person Account Leads.
- D. Ensure the Person Account checkbox on the Lead is checked prior to conversion.
Answer: B
NEW QUESTION 86
Management at Northern Trail Outfitters want to see forecast numbers by all sales representatives and by multiple product groups. Which two actions should a consultant recommend to meet these requirements? Choose 2 answers
- A. Build a forecast list view by product family groups
- B. Implement Collaborative Forecasting with quota attainment.
- C. Implement Collaborative Forecasting with product family.
- D. Build a custom forecast report showing product groups
Answer: B,C
NEW QUESTION 87
Joe is the record owner of a Lead. A Lead sharing rule has been defined so that leads owned by Joe are shared with public group called 'Joe's Team'. When the Lead is converted to an Account, Contact, and Opportunity, who will have access to these records assuming that a private sharing model in place on these objects and there are no sharing rules defined for these objects?
- A. Joe will be the only person who will be able to access the Account, Contact, and opportunity records.
- B. Joe, all members of the public group, Joe's Team, and anyone above any group member in the role hierarchy will be able to access the three records.
- C. Joe, all members of the public group, and Joe's Team will be able to access the three records
- D. Joe and anyone above him in the role hierarchy will be able to access the three records
Answer: D
NEW QUESTION 88
Universal Containers is planning to hire more sales representatives in response to three consecutive quarters of rapid growth. To optimize their sales impact, the sales management team wants to develop a better sales territory structure. Which two data points should the sales management team consider when developing the new sales territories? Choose two answers.
- A. Distance between customer headquarters and their sales representatives
- B. Number of currencies needed to support each sales territory.
- C. Average number of customers managed by a sales representative.
- D. Attributes needed to segment and categorize customers.
Answer: B,D
NEW QUESTION 89
How is the campaign influence for opportunities impacted when a contact is associated to an opportunity in a contact role, if the influence timeframe for a campaign is 60 days?
- A. Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence report.
- B. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
- C. All campaigns created within the last 60 days will be added to the campaign influence related list.
- D. All contacts associated with campaigns will be added to the campaign influence related list.
Answer: A
NEW QUESTION 90
Universal Containers' (UC) sales reps have said there are too many reports and dashboards that are unrelated to their roles which makes it hard to find what is important to them.
What should a consultant recommend that UC use to solve this issue?
- A. Prioritize private folders
- B. Dashboard Filters
- C. Enhanced Folder Sharing
- D. Custom report types
Answer: B
NEW QUESTION 91
Northern Trail Outfitters wants to link contacts with more than one account.
What solution should be recommended if a contact is an employee in one account, and on the boards of three additional accounts?
- A. Associate the contact to other accounts using a custom lookup field.
- B. Enable contacts to multiple accounts feature.
- C. Add the contact to the partners related list on the second account.
- D. Clone the contact record and add it to the second account.
Answer: C
NEW QUESTION 92
Northern Trail Outfitters (NTO) wants controlled access for its users allowing them to see all accounts, but only make changes to the accounts they own and the contacts within those accounts. How should NTO set its default access for accounts and contacts
- A. Set accounts to public read-only and contacts to private
- B. Set accounts to private and contacts to private
- C. Set accounts to public read-only and contacts to controlled by parents
- D. Set accounts to private and contacts to controlled by parents
Answer: C
NEW QUESTION 93
Universal Containers is onboarding ten new employees in two weeks.
Which two methods should a System Administrator use to create user records in Salesforce without activating them? (Choose two.)
- A. Create them with the User Import Wizard and ensure that Active is unchecked.
- B. Click Add Multiple Users and ensure that Generate New Password and Notify User Immediately are unchecked.
- C. Schedule a Time-Dependent Workflow to create users in two weeks.
- D. Create a .cvs file ensuring that IsActive = False, and use the data loader to insert.
Answer: B,D
NEW QUESTION 94
Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first dosed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer.
Which option should the consultant recommend to meet the requirement?
- A. Configure Outbound message to publish the opportunity wins and update the ERP with opportunity, account, and contact information from Salesforce.
- B. Identify AppExchange products that can be deployed to update the ERP with opportunity, account, and contact information from Salesforce.
- C. Implement Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly.
- D. Use enterprise ETL tools to extract closed/won opportunities from Salesforce and update the ERP with opportunity, account, and contact information from Salesforce.
Answer: A
NEW QUESTION 95
The management at Universal Containers noticed the lead conversion ratio has remained the same for the hospitality industry despite an increase in lead creation.
Which reporting tool can help determine the issue?
- A. Report on leads by source
- B. Campaign dashboard by industry
- C. Industry performance dashboard
- D. Report on lead lifetime by industry
Answer: D
NEW QUESTION 96
Cloud Kicks has many customers that regularly renew their "shoe of the month" club membership. The sales representatives use an Account type called "shoe of the month" club for these customers. Sales management wants to use Salesforce to automate repeat opportunities. What should a Consultant. recommend to meet this requirement?
- A. Develop an Apex trigger for renewal customers that inserts a copy of an Opportunity for the sales representative when it reaches the closed/won stage.
- B. Configure a Process Builder process for renewal customers that sends a reminder task to the sales representative to create a new Opportunity when it reaches the closed/won stage.
- C. Configure a workflow rule for renewal customers that inserts a copy of an Opportunity for the sales representative when it reaches the closed/won stage.
- D. Develop a lightning Component to set an Opportunity revenue schedule that automatically sets up a new Opportunity for renewal customers when it reaches the closed/won stage.
Answer: A
NEW QUESTION 97
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