Pass Salesforce CRT-251 exam questions - convert Test Engine to PDF
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NEW QUESTION # 25
Northern Trail Outfitters' partners need the new quoting functionality that was recently implemented for sales representatives. What should be recommended?
- A. Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.
- B. Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.
- C. Update the partner sales process to include stages for managing and submitting partner quotes.
- D. Enable quotes and content in the Partner Communities to allow partners to store their PDF quotes.
Answer: A
NEW QUESTION # 26
After completing a successful Sales Cloud rollout to a new business unit at Universal Containers, sales forecasting within Salesforce is inaccurate. Upon closer inspection, some opportunities appear in the incorrect forecast category.
How should a consultant troubleshoot this issue efficiently?
- A. Make the Forecast Category a required field on relevant Opportunity page layouts.
- B. Write a conditional validation rule on the Forecast Category field.
- C. Verify the Stage to Forecast Category Mappings on the Opportunity object
- D. Create a report to determine the number of opportunities in each forecast category.
Answer: C
Explanation:
This is the step that the consultant should take to troubleshoot the issue of inaccurate sales forecasting. Stage to Forecast Category Mappings are settings that determine how each opportunity stage is mapped to a forecast category, such as Pipeline, Best Case, Commit, or Closed. These mappings affect how opportunities are rolled up and calculated in forecasts. If some opportunities appear in the incorrect forecast category, it may indicate that the mappings are not configured correctly or consistently for each stage. Verified Reference: [Set Up Stage to Forecast Category Mappings]
NEW QUESTION # 27
After Cloud Kicks implemented Sales Cloud Einstein, a consultant realizes they are unable to activate all of the features.
Which step should the consultant take to troubleshoot the issue?
- A. Reconfigure the Einstein Lead Scoring app.
- B. Check the Soles Insights Integration User profile configuration.
- C. Confirm users have the feature license assigned.
Answer: C
Explanation:
To troubleshoot the issue of not being able to activate all Sales Cloud Einstein features, the consultant should confirm that users have the necessary feature licenses assigned. Without the appropriate licenses, users will not be able to access or activate certain Einstein functionalities. Ensuring that all required licenses are correctly assigned is a crucial step in enabling full functionality.
Reference:
Sales Cloud Einstein License Management
Assigning Feature Licenses
NEW QUESTION # 28
Universal Containers wants to prevent sales users form modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However, sales directors must be able to edit these opportunity fields in case last minute updates are required.
Which solution should a consultant recommend?
- A. Create a workflow rule to enable field access for sales directors based on the sales stage.
- B. Create a validation rule to enforce field access based on the sales stage and a custom permission.
- C. Modify the profile for sales directors to enable the "Modify All" object permission for opportunities.
- D. Change the field-level security for sales representatives to restrict field access based on the sales stage.
Answer: B
NEW QUESTION # 29
Universal Containers wants to implement a website for a new product launch. The siteshould be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team.
Which solution should the consultant recommend?
- A. Customer Community
- B. LightningComponents
- C. Salesforce Mobile Sites
- D. Lightning Platform
Answer: A
NEW QUESTION # 30
Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. CK just added a new business unit to Salesforce. Managers in the new business unit report that their forecasts are accurate but they are unable to see the discount amount in the Opportunity list in Collaborative Forecasting.
What should a consultant do to resolve the issue?
- A. Use a validation rule to ensure that a discount is entered.
- B. Check the field level security for the managers' profile.
- C. Add a new discount field for the new business unit.
- D. Add the Discount field to the Sales Path for the managers.
Answer: B
NEW QUESTION # 31
Annual sales numbers change depending on renewal periods and new products. Sales managers at Universal Containers (UC) want to emphasize the importance of customer retention when prioritizing the pipeline and customer engagement for the sales team.
Which metric should the consultant recommend to help UC emphasize the importance of customer retention to the overall business strategy?
- A. Total pipeline Value
- B. Customer Lifetime Value (CLV)
- C. Annual Contract Value (ACV)
Answer: B
Explanation:
Customer Lifetime Value (CLV) is a key metric that helps organizations understand the long-term value of a customer relationship. It emphasizes the importance of customer retention by measuring the total revenue a business can reasonably expect from a single customer account throughout the business relationship. For Universal Containers, focusing on CLV will help sales managers prioritize customer engagement and retention strategies, highlighting the ongoing value of maintaining strong customer relationships over simply acquiring new customers.
References:
* Customer Lifetime Value (CLV) in Salesforce
* Metrics for Customer Retention
NEW QUESTION # 32
Cloud Kicks manages contacts for lead generation in a marketing application. Following a new Salesforce implementation, inbound leads will be reviewed in the marketing application and then migrated to Salesforce.
Which contacts should the consultant migrate from the marketing application to leads in Salesforce?
- A. All contacts
- B. Qualified contacts
- C. Active contacts
- D. New contacts
Answer: B
Explanation:
Qualified contacts are the contacts that should be migrated from the marketing application to leads in Salesforce when following a new Salesforce implementation. A contact is a record that represents an individual who is associated with an account or business. A lead is a record that represents a potential customer who has shown interest in a product or service. A qualified contact is a contact who has met certain criteria or thresholds that indicate their readiness or willingness to buy, such as score, behavior, demographics, etc. By migrating qualified contacts from the marketing application to leads in Salesforce, Cloud Kicks can ensure that only the most promising prospects are handed off to the sales team for further follow up and conversion.
NEW QUESTION # 33
The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK's management wants the sales team to follow two different lead qualification processes before converting the Lead into an opportunity.
Which three actions should a consultant recommend to meet this requirement?
Choose 3 answers
- A. Create distributor and retailer lead record types.
- B. Add leads to different campaigns based on lead type.
- C. Create retailer and distributor lead processes.
- D. Create Status picklist values specific to each lead type.
- E. Create a new profile and only assign one lead record type to it.
Answer: A,C,D
Explanation:
Explanation
Creating retailer and distributor lead processes can help CK follow two different lead qualification processes before converting leads into opportunities, as it allows them to define different sets of picklist values for the Status field for each lead type. A lead process is a collection of stages that represent the steps that users take to qualify leads, such as Open, Contacted, Qualified, or Converted. Creating Status picklist values specific to each lead type can also help CK follow two different lead qualification processes, as it allows them to customize how they track and measure their progress with different types of leads. For example, they may have different criteria or actions for qualifying a retailer lead versus a distributor lead. Creating distributor and retailer lead record types can also help CK follow two different lead qualification processes, as it allows them to assign different page layouts, processes, and business logic for each lead type. A record type is a way to categorize records based on different business requirements or user profiles.
NEW QUESTION # 34
Cloud Kicks uses .pdf documents in Sales Cloud to help the sales team learn about new products. Which feature should a consultant recommend to store these documents?
- A. Salesforce Knowledge
- B. Files sync
- C. Salesforce Files
- D. Document lists
Answer: C
Explanation:
Salesforce Files is the best feature to store .pdf documents in Sales Cloud to help the sales team learn about new products. Salesforce Files are files that can be uploaded and attached to records or shared with other users in Salesforce. Salesforce Files support various file types and formats, including .pdf documents. By using Salesforce Files, Cloud Kicks can store .pdf documents in Sales Cloud and make them available for the sales team to access and view from any device.
NEW QUESTION # 35
Asia Pacific and Japanese sales teams from Cloud Kicks have requested separate report folders for each region. The VP of Sales needs one place to find reports for all the regions and still wants to retain visibility of the reports in each folder. What should the Consultant recommend to meet this requirement?
- A. Create grouped folders, keeping the top region folder sharing settings and limiting the sharing settings for the grouped folders for each region.
- B. Create subfolders, keeping the top region folder sharing settings and limiting the sharing settings for the subfolders for each region.
- C. Create all new regional folders and move the reports to the respective region folder with subscribe access.
- D. Create all new regional folders and move the reports to the respective region folder with viewer access.
Answer: D
NEW QUESTION # 36
Universal Containers forecasts and closes business monthly, and it needs to store details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month.
What should a consultant recommend to meet this requirement?
- A. Schedule a custom forecast report to run daily and store the results in a custom report folder.
- B. Create a reporting snapshot to run weekly and store the results in a custom object.
- C. Create a reporting snapshot to run daily and store the results in a custom object.
- D. Schedule a custom forecast report to run weekly and store the results in a custom report folder.
Answer: D
NEW QUESTION # 37
The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current.
What should the consultant recommend to maintain current Account information?
- A. Use third-party data to update and add records to Salesforce.
- B. Build a weekly data update from in-house systems to refresh data in Salesforce.
- C. Enable Automated Account Fields in Setup.
- D. Email the contacts and leads to obtain their current information.
Answer: A
NEW QUESTION # 38
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 contact the customer success manager to update the Account.
- B. The customer success manager should change the owner of the Account to the support agent.
- C. The support agent should add themselves to the customer's Account team to grant Edit permissions.
- D. The customer success manager should include the support agent on the default Account team with Edit permissions.
Answer: C
Explanation:
Explanation
This is the approach that the consultant should recommend to allow the support agent to edit the Account, while still enforcing the Public Read Only OWD. Account teams are groups of users who work together on an account. Users can add themselves or others to an account team and specify different levels of access for each team member. By adding themselves to the customer's Account team with Edit permissions, the support agent can update the Account information without changing the owner or the OWD. Verified References: [Account Teams]
NEW QUESTION # 39
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. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
- B. All contacts associated with campaigns will 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. Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report.
Answer: D
Explanation:
Explanation/Reference:
NEW QUESTION # 40
Cloud Kicks has a complicated sales process and is currently using 12 stages for Opportunities. Sales representatives often have difficulties deciding when to move Opportunities through the various stages. Which solution should the Consultant recommend?
- A. Advise sales representatives to post on Chatter so the sales team can collaborate to move Opportunities along the pipeline quickly
- B. Configure a dashboard that shows Opportunities that have not moved stage for 30 days, and provide training to those Opportunities owners.
- C. Use Path to provide guidance for key Opportunity stages
- D. Use Process Builder to send emails to sales representatives when Opportunities reach key stages, providing detailed information on what they need to do move the Opportunities to the next stage(s).
Answer: C
NEW QUESTION # 41
Channel sales representatives at Northern Trail Outfitters (NTO) need to push pre-qualified leads to their partners. Partners need the ability to access and update the leads assigned to them. To meet this requirement, NTO plans to implement lead management functionality. Which solution should a consultant recommend?
- A. Create a task for the partner where a new lead is created and assign it to partner in the Partner Community.
- B. Create a customized site where partners can self-register and access their leads.
- C. Add the leads tab to the Partner Community and configure partner profile to access leads
- D. Configure a separate lead record type and page layout for the partner community.
Answer: C
NEW QUESTION # 42
Sales directors at Northern Trail Outfitters (NTO) need access to edit opportunity fields in the case of last minute updates once the sales stage reaches Negotiation/Review; however, sales representatives should not have editing rights at that stage. Which solution should the consultant advise?
- A. Create a validation rule to enforce field access based on the sales stage and a custom permission.
- B. Modify the profile for sales directors to enable the "Modify All" object permission for the opportunities.
- C. Create a workflow rule to enable field access for the sales directors based on sales stage.
- D. Change the field level security for the sales representatives to restrict field access based on the sales stage.
Answer: A
NEW QUESTION # 43
The Cloud Kicks sales team collaborates on opportunities which help them close more deals. What should the consultant configure to allow contributing sales team members to share in the revenue from closed opportunities?
- A. Add the contributors to the Opportunity's Contact role related list.
- B. Create Quick Actions to create child Opportunities.
- C. Add the Opportunities to a Campaign
- D. Enable Opportunity Splits from Setup.
Answer: D
NEW QUESTION # 44
When an Opportunity Stage is marked as Closed Won, Cloud Kicks wants an email to be sent to a team of Executives. This email should include details about the Opportunity along with the related Opportunity Products and Account. Which solution should the Consultant recommend to active this requirement?
- A. Use Process Builder and HTML Email Templates
- B. Use Workflow rules and HTML Email Templates
- C. Develop a custom Apex Trigger that uses custom email messaging
- D. Develop an Inbound Email Service
Answer: C
NEW QUESTION # 45
Sales directors at Northern Trail Outfitters (NTO) need access to edit opportunity fields in the case of last minute updates once the sales stage reaches Negotiation/Review; however, sales representatives should not have editing rights at that stage.
Which solution should the consultant advise?
- A. Create a workflow rule to enable field access for sales directors based on the sales stage.
- B. Create a validation rule to enforce field access based on the sales stage and a custom permission.
- C. Modify the profile for sales directors to enable the "Modify All" object permission for opportunities.
- D. Change the field-level security for sales representatives to restrict field access based on the sales stage.
Answer: B
NEW QUESTION # 46
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