Salesforce New 2022 CRT-251 Test Tutorial (Updated 66 Questions)
CRT-251 Exam Questions Dumps, Selling Salesforce Products
NEW QUESTION 32
Sales Management at Cloud Kicks has noticed that the Quote amount on Opportunities does not match the Opportunity amount.
Which two actions should the Consultant recommend to resolve this issue? (Choose two.)
- A. Build a formula field on Opportunity to roll up Total Value from the Quote Record.
- B. Add a Sync button to the Page Layout.
- C. Build a Workflow rule to update the Opportunity Amount with a Grand Total Value on the Quote Record.
- D. Add a global action to sync the Quote with the Opportunity.
- E. Add the Syncing checkbox to the Quotes related list.
Answer: B,E
NEW QUESTION 33
A user profile has login hour restrictions set to Monday through Friday, 8:00 a.m. to 5:00 p.m. The user logged in at 4:30 p.m. on a Tuesday and it is now 5:01 p.m.
What application behavior should the user expect?
- A. The user will be able to continue working and start new sessions.
- B. The user will be to continue working, but will be unable to start any new sessions.
- C. The user will be logged out and any unsaved work-in-process will be lost.
- D. The user will be logged out and any unsaved work-in-process will be saved.
Answer: C
NEW QUESTION 34
Universal Containers has set up a sales process that requires opportunities to have associated product line items before moving to the negotiation stage.
Which two solutions should a consultant recommend to meet this requirement? Choose two answers.
- A. Ensure that all sales representatives have access to at least one PriceBook when creating product lines.
- B. Configure the opportunity record types to enforce product line item entry before selecting the negotiation stage.
- C. Define a workflow rule that automatically defaults to a PriceBook and product line item when selecting the negotiation stage.
- D. Configure a validation rule that tests the Has Line Item and Stage fields for the correct condition.
Answer: A,D
NEW QUESTION 35
Northern Trail Outfitters' Board of Directors thinks that sales user adoption should be calculated by the number of daily logins.
Which two measures of sales user adoption should be considered when implementing Sales Cloud? (Choose two.)
- A. Completeness of records entered into the new system
- B. Number of neglected opportunities over time by role
- C. Number of reports exported to Excel for analysis
- D. Overall effectiveness of mass email campaigns
Answer: A,B
NEW QUESTION 36
Northern Trail Outfitters (NTO) plans to integrate with Salesforce and track product shipments from each customer. The tracking information is currently available in a back-end system.
Which set of objects are important for this integration?
- A. Lead, account, opportunity product, custom object-shipment status
- B. Opportunity, opportunity product, campaign, custom object-shipment status
- C. Opportunity, opportunity product, custom object-shipment status
- D. Lead, opportunity, product, custom object-shipment status
Answer: C
NEW QUESTION 37
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. Enable Email-to-Close and use the Import Wizard.
- B. Manually recreate the email and mail merge templates in Salesforce.
- C. EnableEmail to Salesforce before sending email templates to Salesforce.
- D. Create an email template change set or use the Lighting Platform.
Answer: B
NEW QUESTION 38
Universal Containers uses PDF documents to help the Sales Team learn about new Products. Which feature should a Consultant recommend to store these documents?
- A. Attachments
- B. File Sync
- C. Salesforce Files
- D. File Contact for SharePoint
Answer: C
NEW QUESTION 39
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 an Action.
- B. Create a related list button.
- C. Create a custom object tab.
- D. Create a Visualforce page.
Answer: C
NEW QUESTION 40
Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle.
Which solution should a consultant recommend to meet these business requirements?
- A. Create different record types and sales processes for each line of business, and assign different page layouts to each record type.
- B. Create different record types and sales processes for each line of business, and assign different stages to each page layout.
- C. Create different record types and sales processes for each line of business, and assign different sales processes to each page layout.
- D. Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.
Answer: A
NEW QUESTION 41
Which three permissions are set in a user's profile? (Choose three.)
- A. Run Reports
- B. Object permissions
- C. Marketing User
- D. Active
- E. Mass Email
Answer: A,B,E
NEW QUESTION 42
Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted.
How can these requirements be met?
- A. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull the value from the Account object.
- B. Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object.
- C. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull the value from the Contact object.
- D. Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two fields for conversion. Use a trigger to update the Contact field with the Account value.
Answer: A
NEW QUESTION 43
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 on a single report would allow the sales representatives to see all opportunities they are involved with?
- A. My collaborative opportunities
- B. My team-selling shared opportunities
- C. My team's opportunities
- D. My team-selling and my opportunities
Answer: D
NEW QUESTION 44
Universal Containers has a private sharing model and wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team.
How can the documents be shard efficiently and securely?
- A. The documents should be uploaded to Salesforce Files and shared with the field sales organization.
- B. The documents should be emailed to the sales team on the opportunity record.
- C. The documents should be uploaded to Salesforce Files from the opportunity record.
- D. The documents should be uploaded to a library that is shared with the field sales organization.
Answer: A
NEW QUESTION 45
The members of an opportunity team at Universal Containers are working together to close an opportunity. The sales engineer on the team is having trouble keeping up with the active quote. How can the sales engineer identify the opportunity's active quote?
- A. Reference the synced quote field on the opportunity record.
- B. Follow the opportunities' quotes in Chatter.
- C. Reference the last modified date on the quotes.
- D. Reference synced quote history on the opportunity.
Answer: A
NEW QUESTION 46
The sales director at Cloud Kicks does not want users viewing each other's Opportunities, but wants users to check to see that the Account does not already exist prior to creating a new Account.
Which Organization-Wide Default should the Consultant recommend?
- A. Set Account to Public Read/Write, and Opportunity to Private.
- B. Set Account and Opportunity to Private.
- C. Set Account to Public Read Only, and Opportunity to Public Read Only.
- D. Set Account to Public Read Only, and Opportunity to Controlled by Parent.
Answer: A
NEW QUESTION 47
A Sales Rep at Cloud Kicks has a requirement to have access to all child Accounts of the Accounts they own.
The Organization-wide Default setting for Account is private.
What happens if a user has access to a parent Account?
- A. Access to child Account will need to be manually added.
- B. Access can be granted by setting up a sharing rule via Account Hierarchy.
- C. The user will have access to all Accounts if "Grant Access using Hierarchies" is enabled.
- D. The user will have access to child Account records.
Answer: D
Explanation:
Explanation/Reference:
NEW QUESTION 48
Universal Containers does NOT have a direct sales team; its channel partners are responsible for selling and servicing products. Over the past quarter, these has been an increased volume of leads. However, the Vice President of Channels has been receiving many complaints from partners on the poor quality of the leads and has noticed a significant drop in the lead conversion rate. What should a consultant recommend to improve partner satisfaction with the leads being shared?
- A. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners.
- B. Use the lead score on the Find Duplicates button and assign the leads with a score in the high category.
- C. Create multiple validation rules to ensure that all fields on the lead record are populated with data.
- D. Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners.
Answer: D
NEW QUESTION 49
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 50
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Sales Cloud Consultant CRT-251 Dumps Provided Study Notes
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- Cloud Solution Design
- Cloud Sale analytics
- Data Managements
- Develop Opportunity
- Cloud Sales Techniques
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