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CRT-251 Dumps Full Questions - Exam Study Guide
Salesforce CRT-251 Certification Exam is a valuable credential for individuals seeking to advance their career in sales and become experts in the Sales Cloud. By demonstrating their knowledge and skills in this area, certified professionals can enhance their credibility and open up new opportunities for professional growth and advancement.
NEW QUESTION # 36
When custom fiscal year is enabled, which two statements apply? (Choose two.)
- A. The custom fiscal year setting cannot be disabled.
- B. The custom fiscal year must be defined manually.
- C. The defined custom fiscal year only affects forecasts.
- D. The custom fiscal year automatically updates product schedules.
Answer: A,B
NEW QUESTION # 37
Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein to ptkst users.
The pilot users are unable to view the Lead Score field on me Lead record page.
Which two steps should the consultant take to fix this issue?
Choose 2 answers
- A. Assign the Sales Cloud Einstein permission set.
- B. Add the Lead Score field to the Lead Page layout.
- C. Add the Lead Score field to the Lead List View.
- D. Assign the Einstein Lead Scoring permission set.
Answer: B,D
Explanation:
Adding the Lead Score field to the Lead Page layout is a necessary step to fix the issue of pilot users not being able to view the Lead Score field on the Lead record page. The Lead Score field is a standard field that shows how likely a lead is to convert based on Einstein's analysis of historical data and predictive factors. The Lead Score field must be added to the Lead Page layout for users to see it on their lead records. Assigning the Einstein Lead Scoring permission set is another necessary step to fix the issue, as it grants users access to view and use Einstein Lead Scoring features, such as Lead Score, Lead Score Insights, and Lead Score Field History Tracking.
NEW QUESTION # 38
Universal Containers (UC) has acquired another company that uses Sales Cloud and is migrating its legacy data, email alerts, and approval processes.
Which steps should the consultant perform to maintain data integrity?
- A. Insert users and migrate email alerts and approval processes into UC's Sales Cloud org.
- B. Use the Sales Cloud clone feature to migrate email alerts and approval processes into UC's Sales Cloud org.
- C. Merge data from the existing Sales Cloud org into UC's Sales Cloud org, migrate email alerts, approval processes, and then users.
Answer: A
NEW QUESTION # 39
Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them.
Which functionality should the consultant recommend?
- A. Create a dashboard with reports on My Opportunities.
- B. Select the Split View option from the My Opportunities list view.
- C. Develop a new Sates Console app including opportunities.
Answer: B
Explanation:
The Split View option in Salesforce allows users to see a list of records on the left side of the screen while viewing the details of a selected record on the right side. This functionality minimizes navigation and clicks, enabling sales reps to efficiently cycle through their current opportunities and view all the details they need. It is designed to enhance productivity by providing quick access to information.
Reference:
Using Split View
Salesforce List Views and Split View
NEW QUESTION # 40
What should the consultant take into consideration when activating Orders?
- A. Products can be removed from active reduction orders.
- B. New Products can be added to active orders.
- C. Orders can be activated only if they include a Product.
Answer: C
Explanation:
In Salesforce Sales Cloud, an order can only be activated if it has at least one product associated with it. This requirement ensures that all active orders are tied to specific products, which is essential for order processing and fulfillment. Without products, the order would not have any items to fulfill, making it ineligible for activation. This rule helps enforce data integrity within the order management process.
For more details, refer to Salesforce's documentation on Activating Orders.
NEW QUESTION # 41
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. Use enterprise ETL tools to extract closed/won opportunities from Salesforce and update the ERP with opportunity, account, and contact information from Salesforce.
- C. Identify AppExchange products that can be deployed to update the ERP with opportunity, account, and contact information from Salesforce.
- D. 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.
Answer: A
NEW QUESTION # 42
Cloud Kicks is expanding its operations to Europe. The company wants to enable able Advanced Currency Management to support both EUR and USD currencies, and show the total values of open opportunities on account records.
How should the consultant implement a solution to meet the requirement?
- A. Create a cross-object formula field on the Account.
- B. Use a custom summary formula field on the Opportunity.
- C. Install a third-party app from the AppExchange.
- D. Use a Roll-up Summary field from the Opportunity to the Account.
Answer: C
NEW QUESTION # 43
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 2 answers
- A. Turn on the Chatter feed settings that enables stage notifications to opportunity owners.
- B. Turn on the Chatter feed settings that enable users to automatically follow records that they create.
- C. Create a report with newly created Opportunities and have sales management subscribe to the report.
- D. Use Process Builder with an Action Type of Follow Chatter when a record is created or edited.
Answer: B,C
NEW QUESTION # 44
As part of a Sales Territories implementation, Cloud Kicks wants the user to manually search for a territory in an active territory model and assign it to opportunities.
Which approach should the consultant recommend to meet this requirement?
- A. Use default Sales Territories to assign any active territory to the opportunity.
- B. Update the profile with the Manage Territory permission.
- C. Enable sharing access to the Account to assign any active territory to opportunities.
Answer: A
NEW QUESTION # 45
A consultant is beginning a new project with Cloud Kicks to implement collaborative forecasting.
What should the consultant use to gather requirements using an Agile methodology?
- A. User stories
- B. Forecast hierarchy
- C. Linear process
- D. Quip spreadsheet
Answer: A
Explanation:
User stories are a way of capturing requirements using an Agile methodology. User stories describe what a user wants to do, why they want to do it, and how it will benefit them. User stories are written from the user's perspective, using simple and clear language. User stories can help the consultant understand the customer's needs and priorities, and deliver value in small and frequent increments. Verified Reference:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 19)
https://trailhead.salesforce.com/en/content/learn/modules/agile-development-with-salesforce-dx/write-user-stories
NEW QUESTION # 46
Universal Containers (UC) deployed Sales Cloud 3 months ago to the North American sales teams. One of the reasons UC selected Sales Cloud is its mobile support which provides flexibility for sales reps.
How should the consultant assure UC's management that Sales Cloud is being successfully adopted on mobile devices?
- A. Review the user profiles for mobile device permissions.
- B. Report on the opportunity records created on a mobile device.
- C. Download the Login History report and filter by device type.
Answer: B
Explanation:
To assure UC's management that Sales Cloud is being successfully adopted on mobile devices, the consultant should report on the opportunity records created on a mobile device. This metric directly demonstrates that sales reps are actively using mobile devices to perform their core activities, such as creating and managing opportunities. By providing tangible evidence of mobile usage, the consultant can validate the adoption and effectiveness of the mobile solution. Salesforce provides various reporting tools to track and analyze mobile device usage and user activity.
NEW QUESTION # 47
A small company has hired a consultant to plan its Sales Cloud implementation. The company wants to get up and running with Sales Cloud right away. The deadline has yet to be established, and the requirements still need to be defined.
Which project management methodology should a consultant recommend to ensure the implementation is successful?
- A. Prince2
- B. Waterfall
- C. Agile
- D. Six Sigma
Answer: C
NEW QUESTION # 48
Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks. Contracts are created from the Account page. Sales reps need to view all contracts for the Account on the Opportunity record.
What should a consultant Implement to meet the requirement?
- A. use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.
- B. Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable.
- C. Add the Contracts related list to each of the Opportunity page layouts used In the sales record types.
- D. Create an object-specific action to create a Contract record from the Opportunity page layouts used by sales.
Answer: A
NEW QUESTION # 49
Each product engineer at Cloud Kicks supports 3 specific productlines. 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 actionsthe consultant can take to meet the requirement?
Choose 2 answers
- A. Enable Default Opportunity Teams for the Opportunity.
- B. Create criteria-based opportunity sharing rules for each product line.
- C. Enable Default Account Teams for each product line.
- D. Manually assign a product-specific role to each product engineer.
Answer: A,B
Explanation:
A) Create criteria-based opportunity sharing rules for each product line. This allows you to specify criteria for sharing an Opportunity with a specific user or group of users. Forexample, you could create a rule that shares an Opportunity with the product engineer when the Opportunity has a certain product line assigned to it.
B) Enable Default Opportunity Teams for the Opportunity. This allows you to set a default Opportunity Team for an Opportunity, which will automatically assign the product engineer to the Opportunity when it is created. This is useful when you need to assign a specific user to multiple Opportunities.
NEW QUESTION # 50
Universal Containers (UC) recently implemented new Sales Cloud solutions. UC stakeholders believe that user adoption is best measured by the login rate.
Which two additional key metrics should the consultant recommend?
Choose 2 answers
- A. License assignments
- B. Activities logged
- C. Login lockouts
- D. Data quality score
Answer: B,D
Explanation:
Activities logged and data quality score are two key metrics that can help measure user adoption of Sales Cloud solutions. Activities logged can indicate how often and how well users are recording their customer interactions and following up on their tasks. Data quality score can indicate how complete and accurate the data entered by users is, and how well it meets the data standards. Verified Reference:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 20)
https://trailhead.salesforce.com/en/content/learn/modules/sales_admin_user_adoption/sales_admin_user_adoption_metrics
NEW QUESTION # 51
Cloud Kicks wants to release product enhancements effectively to drive user adoption and have the greatest impact on the organization and users' day-to-day functions.
Which step should the consultant recommend to successfully manage changes and releases initiated by Salesforce?
- A. Collect input from stakeholders.
- B. Prioritize executive requests.
- C. Train end users after deployment.
Answer: A
Explanation:
To effectively manage changes and releases in Salesforce, particularly when focusing on user adoption and maximizing impact, it is critical to involve stakeholders from the start. Collecting input from stakeholders ensures that the enhancements align with the actual needs and workflows of those who will be using the system daily. Here's why this approach is recommended:
Stakeholder Engagement: Engaging stakeholders early in the process helps to gather a comprehensive understanding of the business requirements and pain points. This collaboration ensures that the enhancements are relevant and beneficial, which increases the likelihood of user adoption.
User-Centric Development: Salesforce emphasizes a user-centric approach in its change management practices. By collecting input from stakeholders, Cloud Kicks can tailor the enhancements to be more impactful for end users, which is essential for driving adoption and improving overall user experience.
Change Management Best Practices: According to Salesforce best practices, successful change management includes planning for change with stakeholder input, addressing user concerns, and creating a roadmap that reflects the priorities of both end-users and executives. This step lays the groundwork for smooth deployment and effective training.
Reference:
In summary, collecting input from stakeholders (Option A) is the initial and essential step in Salesforce's recommended change management process, ensuring that product enhancements are aligned with user needs and drive effective adoption.
NEW QUESTION # 52
Cloud Kicks is running a campaign for the Shoe of the Month club. Sales management wants to use Campaign Influence features with Opportunities to attribute a percentage of success to Influential campaigns.
Which feature will allow for revenue share with standard and custom attribution models?
- A. Create a reporting snapshot for Campaign Influence.
- B. Create a formula field to track Campaign Influence.
- C. Customizable Campaign Influence for reporting.
Answer: C
NEW QUESTION # 53
Universal Containers has configured the Account organization-wide default (OWD) sharing as Public Read Only. All customer Accounts are owned by the customer successmanager. When a customer calls support to update their contact information, the support agent on their Account team is unable to edit the Account.
Which approach should a consultant recommend allowing the support agent to edit the Account, while still enforcing the Public Read Only OWD?
- A. The support agent should add themselves to the customer's Account team to grant Edit permissions.
- B. The support agent should contact the customer success manager to update the Account.
- C. The customer success manager should change the owner of the Account to the support agent.
- D. The customer success manager should include the support agent on the default Account team with Edit permissions.
Answer: D
NEW QUESTION # 54
The enterprise architect for cloud Kicks wants to understand how objects in sales cloud are connected to one another.
Which two approaches should a consultant use to help the architect?
Choose 2 answers
- A. Use Schema Builder to show a visual of related objects
- B. Explain the types of object relationships in Salesforce.
Answer: A,B
NEW QUESTION # 55
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Salesforce Certified Sales Cloud Consultant exam is a challenging test that covers a wide range of topics related to sales and marketing management. It includes questions on topics such as sales forecasting, opportunity management, lead management, account and contact management, and more. CRT-251 exam is designed to test not only your knowledge of Salesforce Sales Cloud, but also your ability to apply that knowledge to real-world scenarios.
Salesforce Sales Cloud Consultant Free Certification Exam Material from Prep4pass with 192 Questions: https://validtorrent.prep4pass.com/CRT-251_exam-braindumps.html
