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Sales Cloud Consultant CRT-251 Dumps Provided Study Notes
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- Cloud Solution Design
- Cloud Sale analytics
- Develop Opportunity
- Cloud Sales Techniques
- Data Managements
Overview about SALESFORCE CRT-251 Exam
- Number of Questions: 60
- Length of Examination: 105 minutes
- Registration Fee: 200 USD
- Format: Multiple choice, multiple answer
- Retake Fee : 100 USD
NEW QUESTION 14
In order to increase and promote adoption, sales management at Cloud Kicks wants sales representatives to follow Opportunities they create.
Which two actions should the Consultant recommend to create a solution? (Choose two.)
- A. Turn on the Chatter feed settings that enable stage notifications to opportunity owners.
- B. Use Process Builder with an Action Type of Follow Chatter when a record is created or edited.
- C. Turn on the Chatter feed settings that enable users to automatically follow records that they create.
- D. Create a report with newly created Opportunities and have sales management subscribe to the report.
Answer: C,D
NEW QUESTION 15
Which two actions can be completed with a workflow field update? (Choose two.)
- A. Update the value of a field on a child object.
- B. Change the record type of a record.
- C. Select a formula field for a field update.
- D. Apply a specific value to a field.
Answer: B,D
NEW QUESTION 16
Northern Trail Outfitters' sales manager noticed the lead conversion ratio stayed the same for the healthcare industry even though the lead creation increased.
Which reporting tool should resolve 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 17
The shipping department at Universal Containers is responsible for sending product samples as part of the sales process. When an opportunity moves to the "sampling" stage, Universal Containers wants an automatic email sent to the shipping department listing the products on the opportunity. How can this requirement be met using a workflow email?
- A. Create is on the opportunity product using an HTML email template.
- B. Create is on the opportunity product using a Visualforce email template.
- C. Create is on the opportunity using an HTML email template.
- D. Create is on the opportunity using a Visualforce email template.
Answer: D
NEW QUESTION 18
The Universal Containers credit department uses a third-party application for credit ratings. Credit department managers need to launch an external web-based credit application from a customer's account record in Salesforce. The application uses a credit ID on the account object. What should a consultant recommend to meet this requirement?
- A. Create a custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID.
- B. Create a custom button that calls an Apex trigger to launch the credit application and pass the credit ID.
- C. Create a formula field that uses the hyperlink function to launch the credit application and pass the credit ID.
- D. Create a workflow rule to launch the product fulfillment application and pass the credit ID.
Answer: C
NEW QUESTION 19
Universal Containers acquires sales leads each year through trade shows. Occasionally, duplicate leads are generated when the marketing team imports leads that already exist in the system. What should a consultant recommend to prevent duplicate leads in the system?
- A. Upload the leads and click the "Find Duplicates" button for each of the leads to identify potential duplicate lead records.
- B. Upload the leads using Data Loader and enable the "Find Duplicates" setting to prevent duplicate records.
- C. Upload the leads using Data Import Wizard and select the appropriate field to match duplicates against existing records.
- D. Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported.
Answer: C
NEW QUESTION 20
Universal Containers has configured a private sharing model with opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary.
As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives.
Which data set filter on a single report would allow the sales representatives to see all opportunities they are involved with?
- A. My collaborative opportunities
- B. My team-selling shared opportunities
- C. My team's opportunities
- D. My team-selling and my opportunities
Answer: D
NEW QUESTION 21
Cloud Kicks' sales productivity is on the decline, while its competitors are doing great. The Consultant has suggested Einstein Opportunity Insights.
Which three insights can this provide? (Choose three.)
- A. Follow-up Reminders
- B. Deal Prediction
- C. Key Moments
- D. Sentiment Analysis
- E. Opportunity Representative Score
Answer: A,B,C
NEW QUESTION 22
Sales management at Universal Containers 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. Which two solutions should a consultant recommend to help product managers engage in sales deals? (Choose two.)
- A. Create a Chatter group to share product information with the sales team, product managers, and customers.
- B. Use an assignment to notify product managers when opportunities are updated.
- C. Use Process Builder to create a chatter post.
- D. Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals.
Answer: A,C
NEW QUESTION 23
Universal Containers has its sales representatives enter a new lead whenever they are prospecting a new customer. After qualifying the new lead, a new opportunity must be created to track the deal.
Which three actions should a consultant recommend to enforce data quality and accuracy? (Choose three.)
- A. Enable validation rules on the opportunity.
- B. Create an Apex trigger to perform data quality checks.
- C. Enable the lead conversion permission.
- D. Map custom lead fields to corresponding custom opportunity fields.
- E. Enable validation rules on the lead.
Answer: C,D,E
NEW QUESTION 24
Universal Containers wants to improve the accuracy of its current sales forecast. It also wants to improve the relevance of its sales stages and the role they play in the sales process.
How should the relationship between the various elements of the sales process be defined to meet these requirements?
- A. Map forecast probability to opportunity probability; assign appropriate sales stage.
- B. Map opportunity stages to forecast categories; assign accurate probability to each stage.
- C. Map sales probability values to forecast categories; assign sales stages accurate percentages.
- D. Map appropriate sales stage to opportunity stage; assign accurate forecast probability.
Answer: B
NEW QUESTION 25
The Universal Containers sales team wants to track product shipments for each of its customers. The shipment tracking information is currently available in a back-end system, which the company plans to integrate with Salesforce. Which set of objects are relevant for this integration?
- A. Lead, account, opportunity product, custom object-shipment status
- B. Opportunity, opportunity product, campaign, custom object-shipment status
- C. Opportunity, opportunity product, custom object-shipment status
- D. Lead, opportunity, product, custom object-shipment status
Answer: C
NEW QUESTION 26
Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company wants to see the total value of open opportunities for all accounts in the hierarchy. Which solution should a consultant recommend to meet this requirement?
- A. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
- B. Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
- C. Use Apex to update a custom field on the parent account with the total value of open opportunities form the child accounts.
- D. Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy.
Answer: C
NEW QUESTION 27
Universal Containers has a large sales department that is dispersed worldwide. Sales managers want greater visibility into the opportunities in progress with their respective teams and want to receive email notifications when opportunities reach key metrics (e.g. progress to a certain stage or reach a specific probability). However, individuals want to control the frequency of their email notifications. Which two solutions should a consultant recommend? (Choose two.)
- A. Create a report filtering for the desired criteria and individuals subscribe to the report.
- B. Configure the individual Salesforce for Outlook email settings to control notification frequency.
- C. Configure Chatter Feed Tracking to provide updates for the key metrics the sales managers are looking for.
- D. Define a workflow rule and email task that is triggered when key fields are updated to new values.
Answer: A,C
NEW QUESTION 28
Universal Containers recently completed the implementation of a new Sales Cloud solution. The stakeholder committee believes that sales user adoption is best measured by the number of daily logins.
Which two measures of sales user adoption should be considered? (Choose two.)
- A. Completeness of records entered into the new system
- B. Number of neglected opportunities over time by role
- C. Number of reports exported to Excel for analysis
- D. Overall effectiveness of mass email campaigns
Answer: A,B
NEW QUESTION 29
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/Write, and Opportunity to Private.
- B. Set Account and Opportunity to Private.
- C. Set Account to Public Read Only, and Opportunity to Public Read Only.
- D. Set Account to Public Read Only, and Opportunity to Controlled by Parent.
Answer: A
NEW QUESTION 30
Universal Containers is planning to implement Salesforce Sales Cloud to support its professional services division. The Universal Containers sales team wants to easily see customer purchasing activity on account, contact, and contract detail pages.
What should a consultant recommend to meet this requirement?
- A. Enable Salesforce Console for Sales to see customer purchasing activity.
- B. Create a global publisher action to view all customer purchasing activity.
- C. Create a custom object related to the account, contact, and contract objects.
- D. Enable the Orders object in Salesforce to track customer purchases.
Answer: D
NEW QUESTION 31
Which three options are available when customizing a report? (Choose three.)
- A. Schedule a refresh time
- B. Summarize fields
- C. Add a grouping
- D. Add a gauge component
- E. Add a filter
Answer: B,C,E
NEW QUESTION 32
The sales management team of Universal Containers has noticed that opportunities are taking longer to close.
Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. Which two reporting tools can the sales management team leverage to help determine the cause? (Choose two.)
- A. Dashboard of opportunity stage duration
- B. Report on campaign return on investment (ROI)
- C. Dashboard of month-over-month trend of lead conversions
- D. Report on the discount approval time for quotes
Answer: A,D
NEW QUESTION 33
A marketing department that runs many concurrent campaigns has specified that the influence timeframe for a campaign is 60 days. What is the impact on the campaign influence for opportunities when a contact is associated to an opportunity in a contact role?
- A. Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities 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 34
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