Salesforce Salesforce Certifications CRT-251 Questions & Answers

• Question 131:

  UC has set accounts, contacts and opportunities to private. Sales Rep manage the account for which they are the account owner. The company also employs sales specialist to assist sales rep on deals. What should a consultant recommended to allow sales specialist to see account information and any opportunity information associated with the account?

  A. Assign the sales specialist to the same profile as Account owner.

  B. Assign the sales specialist to the same role in the role hierarchy as account owners.

  C. Add the sales specialist to the account team and assign them read access to the opportunity.

  D. Share opportunity manually with the sales specialist and assign them read access.

  Correct Answer: C

• Question 132:

  The Salesforce administrator for Cloud Kicks needs to set sales quotas for all sales representatives. Which three solutions should the Consultant consider? Choose 3 answers

  A. Use the API.

  B. Update the sales quota field from the opportunity record.

  C. Enable Forecast Quotas from Setup.

  D. Use Data Loader.

  E. Add a record to the quota object.

  F. Add a record to the Quotas related list from the user record.

  Correct Answer: ADF

• Question 133:

  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 the stage. Which solution should the consultant advise?

  A. Modify the profile for sales directors to enable the 'Modify AN' object permission for opportunities

  B. Change the field-level security for sales representatives to restrict field access based on the sales stage

  C. Create a workflow rule to enable field access for sales directors based on the sales stage

  D. Create a validation rule to enforce field access based on the sales stage and a custom permission

  Correct Answer: D

• Question 134:

  UC needs to show a dashboard with forecast by product family with quotas. What solution should consultant recommend?

  A. Build a custom report with closed forecasting quotas with forecasting items

  B. Build a joined report with closed opportunities, forecasting items, and quotas

  C. Create an analytical snapshot to capture the opportunity forecast

  D. Customize Quotas with product report and add necessary fields

  Correct Answer: C

• Question 135:

  Cloud Kicks has just completed its initial Sales Cloud Go-Live. Cloud Kicks leadership wants to target users who are not yet using the new application.

  A. Track logins in a spreadsheet.

  B. Run a Report on Users never Logged In.

  C. Run a Mobile Login report.

  D. Use the Lightning Usage app.

  Correct Answer: B

• Question 136:

  Universal Containers purchased a new marketing database list and wants to use it to run an email campaign for the launch of a new product. The sales team will be responsible for evaluating the respondents and identifying the decision maker before going through the sales process with a prospect. What steps should a consultant recommend in this scenario?

  A. Create a campaign, associate the leads to the campaign, and qualify the respondents.

  B. Create both account and contact records, then associate the contacts to the campaign.

  C. Create a campaign, qualify the respondents, and create accounts and contacts.

  D. Create leads, convert them to opportunities, and qualify the respondents on the opportunities.

  Correct Answer: A

• Question 137:

  Universal Containers provides customer support for both new products and routine maintenance of existing products. The cases for both types have many stages and fields in common, however, the maintenance cases have additional stages and fields that need to be captured. Which two features should a Consultant recommend to accomplish this objective? Choose 2 Answers

  A. Support Types

  B. Support Processes

  C. Approval Processes

  D. Record Types

  Correct Answer: BD

• Question 138:

  During the Cloud Deploy phase, end users are complaining that they have a new system to log into, and it's holding up training. What is the likely cause of these complaints?

  A. Cloud Kicks did not gain buy-in during the Analyze phase and the did not build buzz during the Build and Validate phase.

  B. Cloud Kicks did not gain buy-in during the Design phase the solution was not designed.

  C. A communication plan was not designed during the Plan phase and buzz was not generated during the Deploy phase.

  D. A training plan was not made during the Validate phase and buzz was not during the Design and Validate phase.

  Correct Answer: C

• Question 139:

  Cloud Kicks is implementing Enterprise Territory Management for its retail sales unit. The sales director wants a detailed roll-up forecast for Territories to be provided.

  Which two recommendations should the Consultant make?

  Choose 2 answers

  A. Include the Forecast Manager field on the Territory page layout.

  B. Create Apex class code to roll up forecast details for a Territory.

  C. Assign a Forecast Manager to a Territory.

  D. Include the Formula field in the Territory page layout.

  Correct Answer: AC

• Question 140:

  UC has three sales divisions: hardware, software, and consulting. The hardware and software divisions follow a ten-step sales process. The consulting division follows an eight-step sales process and does not use the prospecting or perception analysis stages during the sales cycle. What should a consultant recommend to support these requirements? Choose 3 answers

  A. Create sales processes. .

  B. Create record types.

  C. Create separate page layouts

  D. Create separate stage fields .

  E. Define stage picklist values.

  Correct Answer: ABE