Free Salesforce CRT-251 Exam Dumps and CRT-251 Exam Questions

Question No: 11

MultipleChoice

The consultant at Universal Containers recently enabled forecasts. A sales manager is concerned that all open Opportunities appear in the Pipeline forecast category. Opportunities in Perception Analysis and Proposal/Price Quote stages should appear in the Best Case category. Opportunities in the Negotiation/Review stage should appear in the Commit category.

How should a consultant ensure Opportunities appear in the correct forecast categories?

Options

AMap Opportunity stages to the appropriate forecast categories.

BCreate a field update with Process Builder to update the forecast category based on the Opportunity stage.

CEdit the probability percentage on Opportunity stage picklist values.

DUpdate the Opportunity stage picklist value labels to match the category to which they should be assigned.

Question No: 12

MultipleChoice

Universal Containers wants to automatically add emails and events that sales reps send and receive from Gmail to the activity timeline of related records.

What should the consultant recommend to meet the requirement?

Options

AGmail for Salesforce

BMarketing Cloud Journeys

CEmail to Lead

DEinstein Activity Capture

Question No: 13

MultipleChoice

Cloud Kicks (CK) uses a sales model where pre defined groups of reps work collaboratively on Accounts. Each group is also responsible for specific Accounts. CK has organization wide default access set to Public Read/1 for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope responsibility. CK wants to allow reps to view any Account, but restrict editing to only reps who are responsible for those specific Accounts.

Which two steps should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?

Choose 2 answers

Options

AChangeAccount organization-wide defaults to Private.

BEnable Account Teams to allow owners to grant Read/Write access.

CCreate an Account sharing rule to grant Read/Write access to all Accounts.

DChange Account organization-wide defaults to Public/Read-Only.

Question No: 14

MultipleChoice

Universal Containers (UC) has implemented Opportunity Teams. As part of the sales process, tasks are used to track all customer interactions. UC wants any available team member to handle these tasks as soon as possible.

Which Salesforce functionality should the consultant recommend to meet the requirement?

Options

AAssignment rule selected by default

BTask queues for each Opportunity Team

CTask 'Assigned To' set to Opportunity Team role

DWorkflows to create a Task for each team member

Question No: 15

MultipleChoice

A consultant is meeting with a new client for the first time to design a rollout strategy for its Sales Cloud implementation.

What should the consultant do during the planning phase to ensure a successful implementation?

Options

ADefine goals, metrics, and sales processes.

BDesign a prototype of the suggested solution.

CBuild and test the new functionality.

DIdentify which Salesforce features to use.

Question No: 16

MultipleChoice

Universal Containers uses a web-to-lead form to collect leads from its corporate website. Sales representatives want to prioritize their time on high-quality leads.

Which option should the consultant recommend?

Options

AEnable Sales Cloud Lead Scoring.

BCreate a list view to filter leads with a Lead Source of 'Web.'

CCreate a dashboard to locate and track high quality leads.

DValidate data entered in the web-to-lead form.

Question No: 17

MultipleChoice

A consultant is working with a client to implement Territory Management and Collaborative Forecasting. The client has signed off on the solution design document.

Which three steps should the consultant take during the Build stage to ensure a successful implementation?

Choose 3 answers

Options

ADemonstrate how the application works.

BConfigure the application in a sandbox.

CClone feature metadata to production.

DCommunicate the anticipated live date.

EDevelop training material.

Question No: 18

MultipleChoice

The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office.

What should a consultant recommend to allow them to do so?

Options

AIn lead conversion settings, allow 'Enable Conversions for Salesforce Mobile.'

BInstall an AppExchange package to convert Leads via the Salesforce mobile app.

CCreate an automated process to convert Leads when the salesperson logs in from outside of their login IP ranges.

DModify the sales team's profile to include the 'Enable Conversions for Salesforce Mobile' permission.

Question No: 19

MultipleChoice

Cloud Kicks needs to quickly look up Contacts, Accounts, and Opportunities and easily log calls. The team wants access to customer information while out of the office, and without an internet connection, because of limited coverage in certain geographic areas.

Which two steps should the consultant take to create a solution?

Choose 2 answers

Options

AEnable caching and Offline Edit

BEnable Mobile SDK

CEnable Salesforce Inbox

DSalesforce mobile app

Question No: 20

MultipleChoice

At Universal Containers, credit for revenue generated on an Opportunity may be shared among several sales reps. When product support reps are involved in a deal, they should receive a credit of 50% of the revenue.

What should the consultant consider when designing a revenue sharing solution?

Options

ARevenue splits are required in order to use overlay splits.

BSplits can be assigned to any user with the appropriate profile.

CEnabling opportunity splits creates a split record for every Opportunity.

DOverlay splits allocated on an Opportunity must total 100%.