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The CRT-251 exam covers a range of topics related to Salesforce Sales Cloud implementation and consulting. These include sales process configuration, data management, sales analytics, sales forecasting, and territory management. CRT-251 exam also tests the candidate's knowledge of Salesforce Sales Cloud features such as lead management, opportunity management, account and contact management, and sales collaboration. Salesforce Certified Sales Cloud Consultant certification requires candidates to have a comprehensive understanding of the Sales Cloud platform and its capabilities.
NEW QUESTION # 126
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 using a Visualforce email template.
- B. Create is on the opportunity product using a Visualforce email template.
- C. Create is on the opportunity product using an HTML email template.
- D. Create is on the opportunity using an HTML email template.
Answer: A
Explanation:
Explanation/Reference:
NEW QUESTION # 127
Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associate records, such as opportunities, contracts, and case, based on team member responsibilities.
Which capability should the consultant recommend?
- A. Role hierarchy
- B. Sharing rules
- C. Account Teams
- D. Opportunity Teams
Answer: C
Explanation:
Explanation
Account Teams are groups of users who work together on an account and its related records, such as opportunities, contracts, and cases. Account Teams allow users to share different levels of access to accounts and associated records based on their team roles and responsibilities. For example, a sales rep may have full access to an account and its opportunities, while a customer service agent may have read-only access to the account and full access to its cases.
NEW QUESTION # 128
Cloud Kicks is concerned that the sales team is taking longer to close Opportunities each month in comparison to the same time last year. The VP of Sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results.
Which two actions should the Consultant take to create a solution? (Choose two.)
- A. Create a dashboard component; schedule the dashboard to refresh monthly.
- B. Create a report based on the Opportunity snapshot.
- C. Schedule an analytic snapshot of the Opportunity object to run monthly.
- D. Create a custom Opportunity report using custom formula fields for the stage closed/won.
- E. Schedule an analytic snapshot of the Opportunity history object to run monthly.
Answer: B,C
NEW QUESTION # 129
Northern Trail Outfitters (NTO) requires credit checks for all opportunities greater than $50,000. The credit management team members are all salesforce users. What should a consultant recommend to notify the credit manager that an opportunity needs a credit check?
- A. Use a validation rule to send an email to the credit manager role.
- B. Use workflow to send an email to the credit manager profile.
- C. Use workflow to assign a task to the credit manager user.
- D. Use an Apex trigger to create a task for the credit manager user.
Answer: C
NEW QUESTION # 130
The admin at uBHMBon tamers has been getting complaints from sales reps about duplicate Leads ...
Salesforce. The admin has already set up a matching rule for Leads.
What should the consultant recommend to resolve the issue?
- A. Confirm the custom matching rule is activated.
- B. Change the criteria for the standard Lead matching rule.
- C. Confirm the standard matching rule is inactivated.
- D. Change the criteria for the standard Contact matching rule.
Answer: A
Explanation:
Confirming that the custom matching rule is activated is the best way to resolve the issue of duplicate leads in Salesforce. A matching rule is a rule that defines how records are compared for duplicates based on fields and fuzzy logic. A custom matching rule is a matching rule that can be created and customized by users based on their needs and preferences. A custom matching rule must be activated before it can be used by duplicate rules or other features that prevent or allow duplicates. By confirming that the custom matching rule is activated, the admin can ensure that leads are matched according to their criteria and duplicates are detected and handled accordingly.
NEW QUESTION # 131
Northern Trail Outfitters launched Salesforce for its EMEA subsidiary 3 months ago and wants to gain insight into usage.
Which option should a consultant recommend to meet this requirement?
- A. Analyze the Setup Audit Trail to determine the number of logins per day.
- B. Create and subscribe to a custom report of active users by role.
- C. Install the Salesforce Adoption Dashboard from AppExchange.
Answer: C
Explanation:
The Salesforce Adoption Dashboard available on the AppExchange provides a comprehensive set of reports and dashboards designed to help organizations monitor and increase Salesforce adoption. It includes metrics on user logins, feature usage, and data quality, making it an effective tool for gaining insights into how users are engaging with Salesforce. This solution is specifically recommended for tracking usage and adoption metrics, making it a better fit than the other options.
References:
* Salesforce Adoption Dashboards on AppExchange
* Measuring User Adoption
NEW QUESTION # 132
What does campaign influence allow a user to do?
- A. Adjust the percentage of influence each campaign has on an opportunity.
- B. Summarize campaign member statistics on a campaign
- C. View the entire campaign hierarchy.
- D. Report on the campaigns that have contributed to an opportunity.
Answer: D
NEW QUESTION # 133
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. Activate Path and add up to five key fields and Guidance for Success
- 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. Configure a dashboard that shows opportunities that have remained in the same stage for 30 days
Answer: A
NEW QUESTION # 134
Universal Containers' sales operations team needs to provide visibility on sales pipeline changes on a monthly basis.
How should the consultant meet this requirement?
- A. Create a custom pipeline date range field and display it on the Forecasting tab.
- B. Create an Opportunity History report for open pipeline Opportunities in a given date range.
- C. Create a sales pipeline dashboard that includes filters for Opportunity date ranges.
- D. Create training an how to use date filters on reports to compare pipeline for different date ranges.
Answer: B
Explanation:
Creating an Opportunity History report for open pipeline Opportunities in a given date range is the best way to meet the requirement of providing visibility on sales pipeline changes on a monthly basis. An Opportunity History report is a report that shows how opportunities have changed over time based on historical data, such as stage, amount, probability, etc. An open pipeline Opportunity is an opportunity that has not been closed yet and has a positive amount and probability. A date range is a filter that limits the report data to a specific period of time, such as last month, this month, next month, etc. By creating an Opportunity History report for open pipeline Opportunities in a given date range, Universal Containers' sales operations team can track and compare how the sales pipeline has changed from month to month based on different metrics and dimensions.
NEW QUESTION # 135
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, opportunity, product, custom object-shipment status
- B. Opportunity, opportunity product, custom object-shipment status
- C. Opportunity, opportunity product, campaign, custom object-shipment status
- D. Lead, account, opportunity product, custom object-shipment status
Answer: B
NEW QUESTION # 136
Northern Trail Outfitters launched Salesforce for its EMEA subsidiary 3 months ago and wants to gain insight into usage.
Which option should a consultant recommend to meet this requirement?
- A. Analyze the Setup Audit Trail to determine the number of logins per day.
- B. Create and subscribe to a custom report of active users by role.
- C. Install the Salesforce Adoption Dashboard from AppExchange.
Answer: C
Explanation:
The Salesforce Adoption Dashboard available on the AppExchange provides a comprehensive set of reports and dashboards designed to help organizations monitor and increase Salesforce adoption. It includes metrics on user logins, feature usage, and data quality, making it an effective tool for gaining insights into how users are engaging with Salesforce. This solution is specifically recommended for tracking usage and adoption metrics, making it a better fit than the other options.
Reference:
Salesforce Adoption Dashboards on AppExchange
Measuring User Adoption
NEW QUESTION # 137
The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office.
What should a consultant recommend?
- A. Install an AppExchange package to convert leads via the Salesforce mobile app.
- B. Create a Global Action to convert leads vie the Salesforce mobile app.
- C. Enable Conversions for the Salesforce mobile app in Lead Conversion settings.
Answer: B
Explanation:
Creating a Global Action to convert leads via the Salesforce mobile app allows sales reps to efficiently convert leads while on the go. This approach ensures that the functionality is easily accessible from the mobile interface, streamlining the lead conversion process for sales reps who are frequently traveling.
Reference:
Global Actions Overview
Setting Up Global Actions
NEW QUESTION # 138
A consultant for Cloud Kicks notices that the deploy date for the Sales Cloud project is also the same weekend as a Salesforce Release.
What should the consultant recommend?
- A. Continue the planned deployment concurrent with the Salesforce Release.
- B. Inform Cloud Kicks about the Salesforce Release and that the project may take longer.
- C. Stop all work because the impact of the Salesforce Release is unknown.
- D. Update the project plan for the following week and communicate the change.
Answer: D
NEW QUESTION # 139
Cloud Kicks has requested a Statement of Work (SOW) that dearly states who will train users on new features and how the training will be delivered.
Which two sections of a SOW should the consultant discuss further with Cloud Kicks to meet the requirement?
Choose 2 answers
- A. Background
- B. Approach
- C. Terms and Conditions
- D. Scope
Answer: B,D
Explanation:
Approach and Scope are two sections of a SOW that the consultant should discuss further with Cloud Kicks to meet the requirement of clearly stating who will train users on new features and how the training will be delivered. A SOW is a document that defines the project objectives, deliverables, timeline, costs, and responsibilities of both parties involved in a project. The Approach section describes the methodology and strategy that will be used to achieve the project objectives and deliverables. The Scope section defines the specific work items and activities that will be performed as part of the project, as well as any assumptions, exclusions, or dependencies. By discussing these two sections with Cloud Kicks, the consultant can specify who will be responsible for providing user training (e.g., consultant or client), what type of training will be offered (e.g., online or onsite), how many sessions will be conducted (e.g., one or multiple), what topics will be covered (e.g., new features or best practices), etc.
NEW QUESTION # 140
Northern Trail Outfitters (NTO) wants to improve the information profile of its current Contacts in salesforce by using social networking application (e.g. LinkedIn or Twitter) to add the information currently gathered for accounts, contacts and leads. Which solution should a consultant recommend to meet this requirement?
- A. Enable the salesforce to Social network API connection to sync records.
- B. Define the social network fields and enabled then for account, contacts and leads.
- C. Enable social Accounts and Contacts to link records to social profiles.
- D. Create custom fields that hold URL links to the social profile of accounts, contacts and leads.
Answer: C
NEW QUESTION # 141
The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org.
Which action should be taken to convert a lead into a Person Account?
- A. Populate the Company field with 'Person.
- B. Create an Individual Lead Record Type.
- C. Enable Contacts to Multiple Accounts.
- D. Leave the Company field blank.
Answer: D
NEW QUESTION # 142
Cloud Kicks has enabled multi-Currency in its organization. All the rates are set.
What will happen if the exchange rates are adjusted?
- A. All opportunities with conversion rates will use the new rate.
- B. All newly closed opportunities will use the new conversion rate.
- C. New opportunities will use the new conversion rate and old opportunities will remain the same.
- D. Opportunities created this month will use the new conversion rate and old opportunities will remain the same.
Answer: C
NEW QUESTION # 143
Cloud Kicks acquired a shoe distribution partner. The Marketing and Sales Directors want to migrate the existing sales and marketing data into Cloud Kicks' Salesforce instance. Which three aspects should the Consultant consider before proceeding with the data migration? Choose 3 answers
- A. Total number of records being imported compared to the Salesforce edition
- B. Volume of customer, partner, and prospect data from existing system
- C. Classic feature that have been improved by Lightning Experience
- D. Criteria to apply to records that should be archived before migration
- E. Number of marketing campaign licenses required for the migration
Answer: A,B,D
NEW QUESTION # 144
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