Updated Mar 24, 2023 Certification Exam CRT-251 Dumps - Practice Test Questions
Updated Verified CRT-251 dumps Q&As - Pass Guarantee or Full Refund
NEW QUESTION 47
A premier customer for Universal Containers needs access to confidential product roadmap information. Which two steps should a sales representative take to securely send this information using content delivery? (Choose two.)
- A. Require the recipient to log into Salesforce to access the content.
- B. Remove access to content after a specified date.
- C. Require the customer to enter a password to view the content.
- D. Require the customer to enter a security token to download the content.
Answer: B,C
NEW QUESTION 48
Sales Manager at Cloud Kicks need to show reports and dashboards with opportunity forecast by Product family with team quotas. Which solution should a Consultant recommend?
- A. Create a joined report with closed Opportunities, forecasting items, and quotas.
- B. Configure quotas with a product report and add necessary fields.
- C. Configure an analytic snapshot to capture the Opportunity forecast and quotas.
- D. Create a custom report type with forecasting quotas and items.
Answer: D
NEW QUESTION 49
Cloud Kicks uses an external ERP application to process its orders. This ERP application needs to receive data about Opportunities when the Opportunity closes. Which two solutions should the Consultant recommend? Choose 2 answers
- A. Single Sign on
- B. REST Callout
- C. Outbound Message with Workflow Rules
- D. Connected App
Answer: B,C
NEW QUESTION 50
Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.
What are two justifications for using third-party data enrichment tools?
Choose 2 answers
- A. To create customer segments with personas and scoring
- B. To survey customers to update their data
- C. To find new prospects who match the selling segment
- D. To enhance prospect data signaling intent to purchase
Answer: C,D
NEW QUESTION 51
Northern Trail Outfitters (NTO) has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC corporation account is owned by a sales user whose profile grants to create, read, edit and delete access to accounts, contacts and opportunities. Based on this information, the owner of the ABC Corporation account record has the rights to take which actions? Choose 2 answers
- A. Share the account with other users through manual sharing and account teams
- B. View, edit, and delete related contacts and opportunities owned by other users
- C. Transfer ownership of related contacts and opportunities owned by other users
- D. View, edit, and delete activities owned by other users directly related to the account
Answer: A,D
NEW QUESTION 52
The operations manager wants to synchronize the customer list from the back office systems with Salesforce. What should the consultant recommend to ensure data integrity?
- A. Create a webservice connection between the Salesforce instance and the back office system.
- B. Create an External ID field on the Account object
- C. Create an Apex trigger to exchange data between the Salesforce instance and the back office system.
- D. Create a unique ID field on the Opportunity object.
Answer: B
NEW QUESTION 53
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. Campaign dashboard by industry
- B. Report on leads by source
- C. Report on lead lifetime by industry
- D. Industry performance dashboard
Answer: C
NEW QUESTION 54
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 answers.
- A. Create a Chatter group to share product information with the sales team, product managers, and customers.
- B. Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals.
- C. Use an assignment to notify product managers when opportunities are updated.
- D. Use Process Builder to create a chatter post.
Answer: A,D
NEW QUESTION 55
Northern Trail Outfitters (NTO) needs to quickly look up contacts, accounts, and opportunities and easily log calls. The team wants to access to customer information even without an Internet connection because of limited coverage in certain geographic areas. Which mobile solution should NTO use?
- A. Salesforce Touch App
- B. Salesforce App
- C. Salesforce Mobile App
- D. Custom hybrid App
Answer: C
NEW QUESTION 56
At Universal Containers, in addition to the sales team, support reps are sometimes eligible for commissions. When support reps are involved in a deal, they should receive a credit of 15% of the revenue.
What should the consultant consider when designing a revenue sharing solution?
- A. Revenue splits allocated on an Opportunity can total any percentage.
- B. Revenue splits are required in order to use overlay splits.
- C. Overlay splits can be assigned to any user with the appropriate profile.
- D. Overlay splits Allocated on art Opportunity can total any percentage.
Answer: D
NEW QUESTION 57
Cloud Kicks has purchased a list of leads and wants sales reps to contact and measure the return on investment (ROI) of the purchased list.
Which solution should the consultant recommend?
- A. Import the list as new Leads and update the Lead Source to "Purchased Lead.
- B. Create a new custom object to import purchased Leads,
- C. Import the list as new Leads using the Data Import Wizard.
- D. Create a Campaign, import the list as Leads, and add them to the Campaign.
Answer: D
NEW QUESTION 58
Which three considerations should be addressed when implementing Advanced Currency Management?
(Choose three.)
- A. The converted amount of an opportunity uses dated exchange rates based on the close date of the opportunity.
- B. Currency roll-up summary fields from opportunity products to an opportunity use the dated exchange rate.
- C. Currency roll-up summary fields from opportunities to an account use the static conversion rate.
- D. Advanced Currency Management dated exchange rates are automatically updated on a monthly basis.
- E. Advanced Currency Management can be enabled or disabled in the organization under the company profile, if needed.
Answer: A,B,E
NEW QUESTION 59
Northern Trail Outfitters (NTO) uses a custom object named Insight, which is the child in a master-detail relationship with the opportunity object. Sales teams use this object to create requests for analysts who conduct supporting research regarding an opportunity. Sales teams use Salesforce1 mobile app and want to easily create new insight records from their phones. What should a consultant recommend to meet this requirement?
- A. Create a related list button
- B. Create a publisher action
- C. Create a Visualforce page
- D. Create a custom object tab
Answer: A
NEW QUESTION 60
Which two processes should be recommended to track campaigns that influence won opportunities? (Choose two.)
- A. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
- B. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date.
- C. 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.
- 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: C,D
NEW QUESTION 61
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. Create an object-specific action to create a Contract record from the Opportunity page layouts used by sales.
- B. Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable.
- C. use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.
- D. Add the Contracts related list to each of the Opportunity page layouts used In the sales record types.
Answer: C
NEW QUESTION 62
Cloud Kicks has organization-wide defaults set to Private for Account.
With the rollout of Opportunity Teams, what should a consultant consider?
- A. The Opportunity's Account will be implicitly Read for the team.
- B. The Opportunity will be implicitly Write for the team,
- C. Account should be set to Public Read first.
- D. Opportunity should be set to Public Read/Write first.
Answer: A
NEW QUESTION 63
Cloud Kicks has enabled quotas in collaborative forecasts. In which three ways can the quotas be managed for all users in forecast hierarchy? Choose 3 answers.
- A. Setup -> Forecast Settings -> Configure
- B. Upload quotas using API
- C. Setup -> Quotas -> Forecast Quotas
- D. Add/update quotas using DataLoader
- E. Add/update quotas using the Data Import Tool
Answer: A,B,D
NEW QUESTION 64
The sales team at Cloud Kicks has been late meeting deadlines on a specific project and has missed multiple project meetings.
What should the consultant recommend to the project manager?
- A. Revisit the communication plan and set up more frequent check-ins.
Answer: A
NEW QUESTION 65
Cloud Kicks is currently going through a fast-paced growth of its sales department. The Sales Director notices that new sales executives are investing time connecting with existing contacts who are not influential in furthering the business relationship. Which two potential solutions can the Consultant recommend? Choose 2:
- A. Implement the Account Contact Role feature.
- B. Add an Influencing Contact multi-select picklist field on the Account.
- C. Add a Lookup field to Contacts to indicate Influential Contacts.
- D. Track time invested in a custom field for each contact
Answer: A,B
NEW QUESTION 66
Universal Containers wants to equip its sales team with mobile capabilities. The sales team needs to quickly look up contacts, accounts, and opportunities and easily log calls. Due to limited coverage in certain geographic areas, the sales team wants access to customer information even without an Internet connection.
Which mobile solution is appropriate for the Universal Containers' sales team?
- A. Salesforce Touch App
- B. Custom hybrid App
- C. SalesforceA App
- D. Salesforce Mobile app
Answer: D
NEW QUESTION 67
On larger opportunity, multiple sale, representative at Universal Container, collaborate on a single Opportunity to complete the sale. Revenue for the Opportunity a divided among sales representatives. Additionally, technical sale, managers receive a percentage of the sales credit.
How should the consultant meet this business requirement?
- A. Enable Opportunity Teams and ask opportunity owners to add a sales team.
- B. Use adjustments In Collaborative Forecasting to track the appropriate revenue for each Opportunity.
- C. Enable Opportunity splits, enable revenue splits for sales representatives, and overly splits for technical. sales managers.
- D. Create a formula field on the Opportunity to track revenue attributed to technical sales managers.
Answer: C
NEW QUESTION 68
Cloud Kicks (CK) uses a sales model where pre-defined groups of reps work collaboratively on Accounts. Each group is also responsible for specific Accounts. CK has organization-wide default access set to Public Read/Write for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope of responsibility. CK wants to allow reps to view any Account but restrict editing to only reps who are responsible for those specific Accounts.
Which two steps should a consultant recommend allowing reps to continue to collaborate while eliminating incorrect edits?
Choose 2 answers
- A. Create an Account sharing rule to grant Read/Write access to all Accounts
- B. Change Account organization-wide defaults to Public/Read-Only.
- C. Enable Account Teams to allow opines to grant Read/Write access.
- D. Change Account organization-wide defaults to Private.
Answer: B,C
NEW QUESTION 69
During end-to-end testing, the test users log issues stating that the solution is not working according to what they expected. The stakeholders have signed off on the solution.
What should a Consultant do to remedy this?
- A. Address these issues during the sign-off stage.
- B. Revise the solution to meet the needs of the test users and develop training materials for the full team.
- C. Set up a meeting with test users and do a requirements workshop.
- D. Contact key stakeholders to determine if a change to the requirements is necessary.
Answer: D
NEW QUESTION 70
Cloud Kicks wants to enable representatives to view the individual team member's split percentage, where the split percentage is less than 100% of the revenue amount.
Which attribution method should the consultant recommend?
- A. Opportunity Overlay Split
- B. Opportunity Revenue Split
- C. Opportunity Currency field
- D. Opportunity Percent field
Answer: D
NEW QUESTION 71
Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stage reports often lack key information that sales managers expect at each stage because sales reps have yet to enter the data.
What should the consultant recommend so opportunity stage reports always contain the data managers expect?
- A. Customize Path and create validation rules dependent on stages.
- B. Create an Auto launched flow to determine if required fields are missing.
- C. Mark the fields as required on the Page layout.
- D. Configure Path by checking the Key Field Required checkbox.
Answer: A
NEW QUESTION 72
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