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Salesforce CRT-251 Exam Questions
- Topic 1: Introduction and Overview: This section of the exam measures the skills of Salesforce Cloud Consultants and covers the foundational aspects of Salesforce implementation. It includes conducting introductions, reviewing exam objectives, and following the Sales Cloud Fast Path. Candidates will discuss implementation strategies and understand the value of business analysis in the Salesforce ecosystem. A key skill measured is the ability to align Salesforce implementation with business objectives.
- Topic 2: Account and Contact Management: This domain assesses the competencies of Salesforce Account Managers and focuses on the core elements of customer relationship management in Salesforce. It covers the description of accounts and contacts, the definition of enterprise territory management, and the determination of account access.
- Topic 3: Campaign and Lead Management: Sales Cloud Consultants are the target audience for this section, which examines campaign influence, the campaign lifecycle, and lead conversion processes. It also covers assessing lead data quality and reporting on leads.
- Topic 4: Opportunity Management: This domain evaluates the proficiency of Salesforce Consultants in managing sales opportunities within Salesforce. It includes following custom paths, planning product schedules, and organizing products, price books, and quotes.
- Topic 5: Forecasting: In this section, Sales Analysts are the focus and it covers generating collaborative forecasts and conducting historical trend reporting. It also includes building custom report types, designing reporting snapshots, and analyzing project success.
- Topic 6: Sales Productivity: This domain assesses the skills of Salesforce Account managers in leveraging Salesforce features to enhance productivity. It covers integration with Outlook and Gmail, navigation of the Lightning Sales Console, and familiarity with Salesforce Mobile.
- Topic 7: Integration and Data Management: This section measures the competencies of Salesforce Administrators in managing data and integrations within the platform. It covers data migration steps and tools, handling large data volumes, and determining integration options. Candidates will also be assessed on their ability to capture external IDs, harness skinny tables, and improve report performance.
Free Salesforce CRT-251 Exam Actual Questions
Note: Premium Questions for CRT-251 were last updated On Jan. 23, 2025 (see below)
Sales reps at Universal Containers receive leads that are generated from various channels. Lead quality varies greatly. Sales managers want the
sales reps to focus on the leads most likely to result in a sale.
What should the consultant recommend to meet this requirement?
A lead scoring strategy helps prioritize leads based on their likelihood of conversion, allowing sales reps to focus on high-quality leads that are more likely to result in sales. Salesforce provides tools such as Einstein Lead Scoring, which can automate this process using AI to analyze lead attributes and behaviors, giving each lead a score that reflects its quality. This strategy supports sales managers' goals of improving focus and efficiency in handling leads from various sources.
During end-to-end testing, users report that a key business process is missing a step.
What should a consultant do first to resolve the issue?
When a missing step is identified during testing, the first step is to engage with key stakeholders to assess the impact and determine if modifying the requirements is essential before going live. This approach ensures that all parties understand the implications and can make informed decisions about project scope, timeline, and deliverables. Salesforce best practices recommend verifying requirement changes with stakeholders to avoid misalignment with business goals and expectations.
Cloud Kicks (CK) recently implemented Einstein Opportunity Scoring in its production org. CK is using the Amount field in its Opportunity Scoring model.
What will a user without access to the Amount field on the Opportunity object observe?
In Einstein Opportunity Scoring, if a user lacks access to a field (such as the Amount field) that is used as a contributing factor, that field is omitted from the scoring details that the user sees. Salesforce respects field-level security settings, so users without permission to view certain fields will not see those fields in the contributing factors section. Instead, the scoring model will still display, but without the restricted fields in the breakdown of contributing factors.
Sales leadership at Universal Containers is concerned that sales reps are negotiating deals with contacts without the authority to make a decision, resulting is lost deals.
What should the consultant recommend to resolve the issue?
To avoid lost deals due to negotiating with non-decision makers, requiring sales reps to identify and designate a contact as the decision maker on each opportunity ensures that the appropriate stakeholders are involved. This approach enforces the validation of the decision maker role, which can help prevent deals from stalling or being lost due to lack of authority on the contact's part. Salesforce allows configuration of required fields or processes to make sure critical information is captured before advancing stages, helping align the sales process with effective decision-making structures.
During the Discovery phase of a Sales Cloud implementation, which step should a consultant complete to prepare for a successful engagement?
In the Discovery phase of a Sales Cloud implementation, it is essential to define the sales processes that will be supported in Salesforce. This step involves understanding the specific stages and steps within the organization's sales cycle and ensures that Salesforce will be configured to align with these processes. Defining sales processes is foundational for creating a solution that meets business needs and is aligned with user expectations, as it impacts subsequent configuration, training, and adoption efforts.
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