Released Salesforce CRT-251 Updated Questions PDF
CRT-251 Dumps and Practice Test (66 Exam Questions)
Sales Cloud Consultant CRT-251 Dumps Provided Study Notes
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- Cloud Sale analytics
- Cloud Sales Techniques
- Data Managements
- Cloud Solution Design
- Develop Opportunity
NEW QUESTION 22
Universal Containers uses a seven-step selling methodology. Each sales stage corresponds with a step in the methodology. The first stage is a preliminary qualification step, and opportunities in this stage should NOT contribute to the forecast. Which two actions should a consultant recommend to meet these requirements?
(Choose two.)
- A. Instruct sales users to enter 0$ for the opportunity amount.
- B. Configure the first stage with the omitted forecast category.
- C. Override the forecast to be 0$ for first stage opportunities.
- D. Assign 0% probability to the first sales stage.
Answer: B,D
NEW QUESTION 23
Universal Containers has two business groups, Products and Services. Both groups will be using opportunities to track deals, but different fields are required by each group.
In which two ways should an administrator meet this requirement? (Choose two.)
- A. Create two record types.
- B. Create two leads processes.
- C. Create two page layouts.
- D. Create two permission sets.
Answer: A,C
NEW QUESTION 24
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. Click Add Multiple Users and ensure that Generate New Password and Notify User Immediately are unchecked.
- B. Create a .cvs file ensuring that IsActive = False, and use the data loader to insert.
- C. Create them with the User Import Wizard and ensure that Active is unchecked.
- D. Schedule a Time-Dependent Workflow to create users in two weeks.
Answer: A,B
NEW QUESTION 25
What will happen when a user attempts to log in to Salesforce from an IP address that is outside the login IP range on the user's profile but within the organization-wide trusted IP range?
- A. The user will not be able to log in at all.
- B. The user will be able to log in after answering a security question.
- C. The user will be able to log in after the computer is activated.
- D. The user will be able to log in without activating the computer.
Answer: C
NEW QUESTION 26
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 appropriate sales stage to opportunity stage; assign accurate forecast probability.
- C. Map opportunity stages to forecast categories; assign accurate probability to each stage.
- D. Map sales probability values to forecast categories; assign sales stages accurate percentages.
Answer: C
NEW QUESTION 27
Universal Containers is devising a separate sales methodology to upsell service contracts to its existing customer base. The company wants to track and report on these deals separately from other deals.
What should a consultant recommend to meet this requirement?
- A. Create a separate page layout and report to flag and report on these deals.
- B. Add "upsell" as a stage and create a summary by opportunity stage.
- C. Create an opportunity record type and sales process for reporting on these deals.
- D. Create a custom field on opportunity to flag and report on these sales.
Answer: C
NEW QUESTION 28
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 report would allow the sales representatives to see all opportunities they are involved with?
- A. My team-selling and my opportunities
- B. My team's opportunities
- C. My team-selling shared opportunities
- D. My collaborative opportunities
Answer: A
NEW QUESTION 29
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 using Data Loader and enable the "Find Duplicates" setting to prevent duplicate records.
- B. Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported.
- C. Upload the leads using Data Import Wizard and select the appropriate field to match duplicates against existing records.
- D. Upload the leads and click the "Find Duplicates" button for each of the leads to identify potential duplicate lead records.
Answer: C
NEW QUESTION 30
The sales representatives at Universal Containers use various email applications and often receive important customer emails where they are away from the office. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office.
Which solution should a consultant recommend to meet this requirement?
- A. Forward emails using their Email-to-Salesforce email address from their smartphones and computers.
- B. Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.
- C. Download and install a Salesforce universal connector for their smartphones and computers.
- D. Download and install the Salesforce for Outlook connector on their smartphones and computers.
Answer: A
NEW QUESTION 31
Universal Containers allows its sales representatives to negotiate up to a 5% discount for their opportunities.
Discounts greater than 5% must be sent to their Regional Sales Manager (RSM) to approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval.
Which approach would satisfy these requirements?
- A. Create the two-step approval process for the RSM and RVP as approvers.
- B. Create two approval processes, one for the RSM and one for the RVP.
- C. Configure an approval process for the RSM and a workflow rule for the RVP.
- D. Configure a workflow approval task and email to notify the RSM and RVP.
Answer: A
NEW QUESTION 32
Universal Containers' current solution for managing its forecasts is cumbersome. The sales managers do NOT have visibility into their teams' forecasts and are NOT able to update the forecasts. As a result, the managers are continually asking their sales representatives to provide updated forecast data via email or phone. Which two solutions should a consultant recommend to help Universal Containers improve the management of their forecasts? (Choose two.)
- A. Create forecast Chatter groups where sales representatives can post and share their forecasts.
- B. Configure weekly customized forecast reports and dashboards to be emailed to sales management.
- C. Create a forecast hierarchy and assign managers to the forecast manager role.
- D. Enable override forecast permission in the Manager's profile.
Answer: C,D
NEW QUESTION 33
Universal Containers tracks both customer issues and user issues.
A customer issue can be logged as:
new
working
closed
A user issue can be logged as:
new
waiting for reply
closed
What features should a System Administrator use to track both case types?
- A. Record Types and Page Layouts
- B. Automated Case Users and Workflows
- C. Process Builder and Page Layouts
- D. Support Processes and Record Types
Answer: A
Explanation:
Explanation/Reference:
NEW QUESTION 34
Universal Containers wants to track the campaigns that influence won opportunities.
Which two actions should a consultant recommend to meet this requirement using standard functionality?
(Choose two.)
- A. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.
- B. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that fails before the opportunity close date.
- C. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
- D. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
Answer: A,D
NEW QUESTION 35
The marketing department at Universal Containers is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its communication materials can be migrated as well. What should a consultant recommend to migrate the marketing department's email templates?
- A. Create an email template change set or use the Lighting Platform.
- B. Enable Email-to-Close and use the Import Wizard.
- C. Manually recreate the email and mail merge templates in Salesforce.
- D. EnableEmail to Salesforce before sending email templates to Salesforce.
Answer: C
NEW QUESTION 36
Which three permissions are set in a user's profile? (Choose three.)
- A. Object permissions
- B. Mass Email
- C. Marketing User
- D. Active
- E. Run Reports
Answer: A,B,E
NEW QUESTION 37
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 report would allow the sales representatives to see all opportunities they are involved with?
- A. My team-selling and my opportunities
- B. My team's opportunities
- C. My team-selling shared opportunities
- D. My collaborative opportunities
Answer: A
Explanation:
Explanation/Reference:
NEW QUESTION 38
Sales management at Universal Containers is concerned that pipeline and forecasting reports are inaccurate because sales representatives are creating opportunities after they are closed/won. Which two solutions will help sales management identify and address the issue? Choose two answers.
- A. Run the opportunity pipeline standard report to view the upcoming opportunities by stage.
- B. Create a workflow rule that automatically updates the opportunity to the first stage in the sales process.
- C. Use a workflow rule to email sales management when the opportunity is created in the closed/won stage.
- D. Create a report that displays opportunities that have a closed date less than or equal to the created date.
Answer: C,D
NEW QUESTION 39
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, custom object-shipment status
- C. Lead, opportunity, product, custom object-shipment status
- D. Opportunity, opportunity product, campaign, custom object-shipment status
Answer: B
NEW QUESTION 40
Universal Containers uses a custom object named "Analysis", which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones. What should a consultant recommend to meet this requirement?
- A. Create a Visualforce page.
- B. Create an Action.
- C. Create a related list button.
- D. Create a custom object tab.
Answer: D
Explanation:
Explanation/Reference:
NEW QUESTION 41
Universal Containers has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity.
What should the sales representative do to ensure the marketing team can access the opportunity?
- A. Add the public group to the opportunity team.
- B. Add the public group to an opportunity queue.
- C. Manually share the record with the public group.
- D. Change the opportunity owner to the public group.
Answer: C
NEW QUESTION 42
Universal Containers uses a custom object named "Analysis", which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones. What should a consultant recommend to meet this requirement?
- A. Create a Visualforce page.
- B. Create an Action.
- C. Create a related list button.
- D. Create a custom object tab.
Answer: D
NEW QUESTION 43
Universal Containers sells two product lines that each use a distinct selling methodology. Additionally, each product line captures different information that is used to sell the products.
What should a consultant recommend to support selling the two product lines?
- A. Create two page layouts and two sales processes; assign them to the respective product lines to collect relevant information.
- B. Create one page layout, two sales processes, and validation rules to capture relevant opportunity information.
- C. Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line.
- D. Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type.
Answer: C
NEW QUESTION 44
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