Cloud Kicks to see how many closed won opportunities a campaign has generated over last 30 days. They have implemented a campaign influence model that uses the primary campaign source. Which two steps are needed to meet this requirement using standard functionality? Choose 2 answers
A. 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.
B. Have the administrator define rules for campaigns to automatically add opportunities and then lock after 30 days.
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 child campaigns of the primary campaign source automatically if the child campaigns have an end date that falls before the opportunity close date.
E. Have representatives populate a field on the opportunity record with the dollar amount of expected
F. revenue from the campaigns that influenced the opportunity.
Universal Containers would like to associate some contacts with more than one Account (e.g., a contact is an employee of one account and on the boards of several other Accounts). What solution should a consultant recommend to meet this requirement?
A. Associate the contact to other account using lookup field.
B. Clone the contact record and add to the 2nd account.
C. Add the contacts to the partner related list on the second Account.
D. Enable Contact to multiple Accounts feature
Universal Container wants to improve sales productivity in inside sales and it has been advised to consider Salesforce Console for sales. What use case will satisfy this requirement? Choose 2 answers
A. Need to chat with customer in real time with chatter
B. Need to prioritize search results for contacts and opportunities
C. Need to add notes quickly or log activities for each record
D. Need to see records and related items as tabs under one screen
Universal Containers recently changed the sharing model for accounts from public to private. Users must be able to view contacts they own for accounts that are owned by other users. However, account owners do NOT need access to the contact records owned by others. How should this be accomplished?
A. Set the organization-wide default for contacts to be controlled by the parent.
B. Move contacts NOT owned by the account owner to an account owned by the contact owner.
C. Set the organization-wide default for contacts to private.
D. Instruct users to create new account records and new contacts related to the accounts.
Cloud Kicks wants to implement a methodology to determine which current Leads have the most in common with Leads that have successfully been converted in the past. How can Cloud Kicks support this requirement?
A. Use Einstein Lead Scoring.
B. Create a lead Rollup Summary Field.
C. Use Lead Conversation Reporting.
D. Create a Joined report.
Universal Containers initiates cases based on electronic transmissions from power units. The case management process is as follows:
A work order is submitted to a field service team to perform a technical review.
After the technical review is closed, an agent needs to contact the customer to review activities.
Cases can only be closed after the customer review has been completed
Universal containers needs to determine whether the work orders and customers contacts should be stored as child cases or on a related custom object
Which two aspects should the consultant consider to meet these requirements? Choose 2 answers
A. Visibility and access to the work order records
B. Work Order and customer contact escalation requirements
C. Account team relationship to the primary contact
D. Case closure rules on the original case
E. Total number of account and contact records in the database
Cloud Kicks acquired a shoe distribution partner. The Marketing and Sales Directors want to migrate the existing sales and marketing data into Cloud Kicks' Salesforce instance.
Which three aspects should the Consultant consider before proceeding with the data migration? Choose 3 answers
A. Classic feature that have been improved by Lightning Experience
B. Total number of records being imported compared to the Salesforce edition
C. Criteria to apply to records that should be archived before migration
D. Number of marketing campaign licenses required for the migration
E. Volume of customer, partner, and prospect data from existing system
Universal Containers has just enabled advanced currency management. The Vice-president (VP) of Asia Pacific Sales wants to view currency in opportunity revenue reports in both the corporate currency of USE and the relevant country's currency. The VP of Asia Pacific Sales uses USE as the default currency. What solution should a consultant recommend to meet this requirement?
A. Create a dashboard and set the display currency to show all currencies for Asia Pacific.
B. Create an opportunity revenue report for each country and use a Joined report to display values.
C. Create a dashboard and a dashboard filter to only display Asia Pacific currencies.
D. Create an opportunity revenue report and include the amount and converted amount values.
Universal Containers agents often need to access the same cases, contacts, and orders multiple times per day. What should a consultant recommend to meet this requirement?
A. Enable the "History" component within the Salesforce Console for Service
B. Enable the "Access Recent Items" user permission on the user profiles
C. Create a custom list view for cases, contacts, and orders and pin them to the side bar
D. Embed a "Recent Items" Visualforce component into the Salesforce Console for Service
Cloud Kicks acquired a shoe distribution company. The VP of Technology wants to migrate all the sales data into Cloud Kicks' Salesforce instance. Which data migration sequence should the Consultant recommend for the objects?
A. Users, Products, Price Books, Accounts, Contacts, Opportunities, Opportunity Line Items, Quotes, Quote Line items
B. Products, Price Books, Users, Opportunities, Opportunity Line Items, Quotes, Quote Line items, Accounts, Contacts
C. Products, Price Books, Users, contacts, Accounts, Opportunities, Opportunity Line items, Quotes, Quote Line items
D. Users, Products, Currency, Price Books, Quotes, Quote Line Items, Accounts, Opportunities, Opportunity Line Item
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