Salesforce Salesforce Certifications CRT-251 Questions & Answers

• Question 361:

  UC uses a seven-step selling methodology. Each sales stage corresponds with a step in the methodology. The first stage is a preliminary qualification step, and opportunities in this stage should not contribute to the forecast. What should a consultant recommend for this scenario? Choose 2 answers

  A. Configure the first stage with the omitted forecast category.

  B. Assign 0% probability to the first sales stage.

  C. Override the forecast to be $0 for first stage opportunities.

  D. Instruct sales users to enter $0 for the opportunity amount.

  Correct Answer: AB

• Question 362:

  Universal Containers North American and European sales teams have different business requirements related to creating new of opportunities in Salesforce. As a result, each team must complete a set of geographically- specific fields relevant only to their team as well as common fields that both teams complete. Additionally, each team should NOT be able to report on the others region-specific fields. What solution should a consultant recommend to satisfy this scenario?

  A. Implement field-level security to allow access to fields for the respective regional sales teams

  B. Create separate page layouts and record types for each of the regional sales teams.

  C. Utilize Visual force to build an opportunity page that dynamically checks the users region to determine which fields to display.

  D. Build a custom object with private sharing to capture the additional fields as a separate record.

  Correct Answer: A

• Question 363:

  Customer Support Agents are frustrated with how they interact with their current case management solution and have asked for a more streamlined way to manage and view cases. Which solution will improve productivity and allow the Agents to quickly create and view notes, log calls, update cases, and communicate with customer?

  A. Create a Salesforce Classic Quick Actions

  B. Add a Visualforce page to the Case layout

  C. Configure the Case highlights panel

  D. Configure Case Feed page layouts9

  Correct Answer: B

• Question 364:

  UC wants to give access to Salesforce to its sales reps on the road, even when they are in areas not covered by internet reception. What solution should a consultant propose?

  A. Salesforce Touch

  B. Salesforce Classic

  C. Salesforcel app

  D. Custom hybrid app

  Correct Answer: C

• Question 365:

  Universal Container generates the sales proposal for each opportunity and needs to share it with the customer. All members of the sales team are able to update and comment on the proposal. It is important that customer does not see the earlier version of the proposal or the team comments. Which solution should a consultant recommend to meet this requirement?

  A. Upload proposal as Chatter file on the opportunity record and share with customer using a link.

  B. Save the proposal as an attachment on the opportunity record and share with customer using with the U link.

  C. Upload the proposal in the private chatter group accessible to the sales team and invite the customer to join.

  D. Save the proposal as chatter file on opportunity record and add the customer as follower.

  Correct Answer: A

• Question 366:

  The sales manager at UC is concerned that the leads from the marketing department are outdated and poor quality. What action should be taken to address this issue? Choose 2 answers

  A. Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately.

  B. Create a workflow rule to update the lead rating field based on the lead status field and use assignment rules to route leads to appropriate sales reps.

  C. Create a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps.

  D. Create lead assignment rules to assign leads to sales representatives based on the city and the state in which the lead resides.

  Correct Answer: AC

• Question 367:

  Sales representatives at Universal Software need to collaborate with customers on sales deals to gather requirements, analyse solutions, and deliver proposals. Universal Software wants to ensure that customers are fully engaged throughout each stage in the sales process. What solution should a consultant recommend to facilitate collaboration with customers? Choose 2 answers

  A. Invite customers into private chatter groups

  B. Allow customers to follow opportunities in Chatter

  C. Share Chatter files with customers.

  D. Add customers to Salesforce as Chatter Free users

  Correct Answer: AD

• Question 368:

  A sales representative at Universal Containers who recently lost a sales deal to a competitor has set the opportunity stage to closed/lost. What impact will this have on the opportunity in the forecast?

  A. It will be associated with the omitted forecast category and sales management must override to exclude it from the forecast.

  B. It will be associated with the lost forecast category and only sales managers will be able to view it in the forecast.

  C. It will be associated with the closed forecast category and it contributes to the forecast.

  D. It will be associated with the omitted forecast category and does NOT contribute to the forecast.

  Correct Answer: D

• Question 369:

  Universal Containers acquires sales leads each year through trade show attendance by its sales and marketing employees. Occasionally, duplicate leads are generated when the marketing team imports leads that already exist in the system. What should a consultant recommend to prevent duplicate leads in the system?

  A. Upload leads to Data.com to remove duplicates and select the option to have them automatically imported

  B. Upload leads using Data Loader and enable "Find Duplicate" setting to prevent duplicates

  C. Upload leads using Lead Import wizard and select the appropriate field to match duplicates against existing records

  D. Upload leads and click "Find Duplicates" button for each lead record to identify potential duplicate lead

  Correct Answer: C

• Question 370:

  Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a dedicated sales engineer. The sales engineer will need access to their assigned sales representative accounts and opportunities. What should a consultant recommend to meet this requirement?

  A. Create criteria-based sharing rules to share the accounts and opportunities with sales engineers

  B. Create a trigger to add the sales engineers to their sales representative account and opportunity teams

  C. Enable account and opportunity teams selling and have each sales representative configure their default teams

  D. Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers

  Correct Answer: C