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CRT-251 Sample Questions Answers

Questions 4

Universal Containers (UC) does business with a contact associated with a specific account with the contact role of executive. The contact is also on the board of a nonprofit that has requested a charitable donation from UC. UC wants to track the contact on both accounts.

What is the most efficient solution that the consultant should implement to meet the requirement?

Options:

A.

Create a new lookup field on the Contact record.

B.

Create a new Contact record related to the nonprofit account.

C.

Enable the Contact to Multiple Accounts feature.

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Questions 5

During the last requirements meeting. Cloud Kicks team members said they will be taking the next week off to attend a conference.

What should a consultant do in response to this news?

Options:

A.

Ask the client to sign off on requirements and start the build.

B.

Update the solution design while the team is out of the office.

C.

Set up two requirements workshops for the following week.

D.

Update the project plan and communicate it to stakeholders.

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Questions 6

Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points. Which three approaches should a consultant use to learn about and empathize with the customer?

Choose 3 answers

Options:

A.

Embodying

B.

Shadowing

C.

Interviewing

D.

Role Playing

E.

Leading Workshops

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Questions 7

Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.

What are two justifications for using third-party data enrichment tools?

Choose 2 answers

Options:

A.

To survey customers to update their data

B.

To enhance prospect data signaling intent to purchase

C.

To find new prospects who match the selling segment

D.

To create customer segments with personas and scoring

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Questions 8

Cloud Kicks has requested a Statement of Work (SOW) that dearly states who will train users on new features and how the training will be delivered.

Which two sections of a SOW should the consultant discuss further with Cloud Kicks to meet the requirement?

Choose 2 answers

Options:

A.

Approach

B.

Scope

C.

Background

D.

Terms and Conditions

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Questions 9

A sales rep at Cloud Kicks must have access to all child accounts of the accounts they own. The organization-wide default setting for Account Is Private.

What happens if a sales rep has access to a parent account?

Options:

A.

Access to child account records needs to be shared manually.

B.

Access to child account records Is granted via the Account Hierarchy.

C.

Access to child account records is controlled by default Account Teams.

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Questions 10

In a recent management meeting, the VP of sales voiced concern over the current economic environment. To better understand the effectiveness of its marketing efforts, the VP expressed a need to monitor and reduce churn going forward.

Which strategy should a consultant recommend to address the VP's concern?

Options:

A.

Create a Historical Trending report.

B.

Create an average stage duration by Opportunity report.

C.

Create a year over year sales by Account report.

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Questions 11

Cloud Kicks’ global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. What

are two use cases for enabling Advanced Currency Management that will allow the company to generate accurate reporting directly in Salesforce?

Choose 2 answers

Options:

A.

Adjust currency conversion dynamically based on a given date range.

B.

Adjust currency rates on a set schedule.

C.

Show deal value in a user's default currency.

D.

Implement org-wide reporting that displays deal values appropriately.

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Questions 12

Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts. The organization-wide default for Accounts is Private.

Which two factors should the consultant consider when updating the sales territories and Account owners?

Choose 2 answers

Options:

A.

The organization-wide default should be set to Public before the update can be performed.

B.

The Salesforce Platform can update up to 200 accounts at a time.

C.

The data update will cause sharing recalculations and should be completed during off-peak hours.

D.

The team can defer sharing calculations to decrease the risk of lock errors during the data update.

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Questions 13

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 the consultant ensure opportunities appear in the correct forecast categories?

Options:

A.

Create a field update with Flow to update the forecast category based on the opportunity stage

B.

Edit the probability percentage on opportunity stage picklist values.

C.

Map opportunity stages to the appropriate forecast categories.

D.

Update the opportunity stage picklist value labels to match the category to which they should be assigned

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Questions 14

Cloud Kicks currently supports three business lines within a single Salesforce instance:

Running, Athleisure, and Celebrity Co-Branded. The VP of Atheisure controls a large budget

and is often able to re-prioritize business stories and ‘shadow projects’ into releases ahead of

other groups.

This topic comes up frequently and often details the monthly project management meeting,

which limits the amount of time available to cover other critical topics.

Which two strategies should the consultant recommend to address these issues?

Choose 2 answers

Options:

A.

Create a weekly All-Hands call, including business and technology resources, to review direction and priority of development.

B.

Divide the development team into three units/tracks to support each line of business independently.

C.

Propose a monthly executive steering committee to manage budget, handle direction questions, and ensure development capacity is split equitably

D.

Change the project management meeting to weekly, and keep the focus on action items, project risks, and resource requests.

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Questions 15

Each year, representatives from Universal Containers attend two major industry conferences that Generate a large volume of leads. A few months after leads have been converted to opportunities, the team wants to determine the return on Investment (ROI) for each industry conference.

Which solution should the consultant recommend?

Options:

A.

Create the Campaigns related list on the Lead page layout, and associate new leads with a Campaign.

B.

Create a mufti-select picklist, and ask representatives to select which conference (s) influence the lead.

C.

Create industry events as Campaigns, add leads as Campaign Members, and utilize Customizable Campaign influence.

D.

Create a Slack channel for each industry conference and mention this channel on all new leads.

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Questions 16

Cloud Kicks is expanding to international markets. Sales reps are unable to find

specific products in the international price book.

Which two steps should the consultant take to resolve this issue?

Choose 2 answers

Options:

A.

Add the products to a product family.

B.

Activate the products

C.

Add the products to the price book.

D.

Share the products with sales reps.

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Questions 17

Cloud Kicks wants to assign territories in bulk to Opportunities.

What should the consultant do to meet the requirement?

Options:

A.

Update Opportunity sales team with territory assignments.

B.

Schedule auto-assignment rules in the territory model.

C.

Run the filter-based Opportunity territory assignment.

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Questions 18

The sales team at Cloud Kicks has been late meeting deadlines on a specific project

and has missed multiple project meetings.

What should the consultant recommend to the project manager?

Options:

A.

Revisit the communication plan and set up more frequent touch points with the customer.

B.

Setup a requirements workshop and get sign-off.

C.

Write a solution design and get sign-off so the build phase can start.

D.

Ask what the customer would like the solution to be and demo it to them at the end of the build phase.

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Questions 19

Cloud Kicks uses .pdf documents in Sales Cloud to help the sales team learn about new products. Which feature should a consultant recommend to store these documents?

Options:

A.

Files sync

B.

Salesforce Files

C.

Document lists

D.

Salesforce Knowledge

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Questions 20

Universal Containers continues to see substantial growth year-over-year. Outside sales

reps think their territories are too dense to cover adequately. Leadership has decided to modify

the existing sales territories and hire additional staff to make the account allocations more

manageable. Some states will change from one territory to two or more smaller territories. In

these instances, accounts will need to be reassigned to new territories.

Sales operations wants to review the territory account assignments and verify the accuracy

before the changes are reflected in Sales Cloud.

How should the consultant show sales operations what the data will look like after the change?

Options:

A.

Use Tableau to geocode account addresses and display on a territory map.

B.

Install the Territory Management Reporting Pack from the AppExchange.

C.

Run the updated assignment rules in planning State and view the accounts on the territory

detail page.

D.

Use Data Loader to export the accounts and make updates in Google Sheets.

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Questions 21

The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks. The sales team needs to create and edit leads, contacts, and opportunities with ease.

Which two features should the consultant recommend for the sales team to use?

Choose 2 answers

Options:

A.

Lightning Mobile Component

B.

Quick Actions

C.

Einstein Activity Capture

D.

Mobile Smart Actions

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Questions 22

Sales reps at Cloud Kicks (CK) often receive important customer emails they want to record as activities related to contacts in Salesforce. CK has Office 365, as well as a policy that

prevents users from installing anything directly on their computers.

Which solution should a consultant recommend meeting this requirement?

Options:

A.

Salesforce for Outlook

B.

Salesforce Console for Sales

C.

Einstein Activity Capture

D.

Lightning Console for Sales

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Questions 23

Northern Trail Outfitters finished implementing Sales Cloud for a mid market sales team. Sales management wants to track data trends and adoption.

What should the consultant recommend to measure core Sales Cloud record data?

Options:

A.

Adoption Dashboards Pack

B.

User Login Report

C.

System Overview Page

D.

Salesforce Optimizer

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Questions 24

Cloud Kicks has identified the KPIs it wants to track for the year. The inside sales team wants a visual way to see the team's progress for the year.

What should the consultant recommend to meet the requirement?

Options:

A.

Modify a report based on KPIs.

B.

Set up a dashboard with the KPI reports.

C.

Set up a Path based on the KPIs.

D.

Install a KPI Tracker app from the AppExchange.

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Questions 25

Cloud Kicks needs to associate some Contacts with many Accounts. Which solution should a consultant recommend meeting this requirement?

Options:

A.

Use the Contact roles related list on Accounts.

B.

Add a custom Account lookup field on the Contact.

C.

Use the Contact to Multiple Accounts feature.

D.

Add Contact to the partners related list on other Accounts.

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Questions 26

Universal Containers (UC) wants to make it easier for sales reps to log their customer

interactions, such as emails and events, directly from their email and calender applications. UC

wants to report on these activities in Salesforce.

Which two actions should the consultant recommend?

Choose 2 answers

Options:

A.

Implement Inbox to sync Outlook or Gmail calender events.

B.

Log emails with records in Salesforce from Outlook or Gmail.

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Questions 27

Cloud Kicks (CK) has recently implemented Sales Cloud. CK wants to be able to forecast the number of shoes it sells to better coordinate with the logistics department to fulfill orders.

Which three options should a consultant recommend CK implement to accomplish this?

Choose 3 answers

Options:

A.

Opportunity Quantity

B.

Collaborative Forecasts

C.

Forecast Types

D.

A custom field

E.

Product Revenue Schedules

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Questions 28

Universal Containers (UC) has an Account Hierarchy of customer accounts, with parent accounts representing corporate headquarters and child accounts representing franchises. The VP of sales believes that many franchises are missing from UC's Sales Cloud org because sales reps are unaware of

them.

What should the consultant recommend to fill in the missing franchises?

Options:

A.

Utilize Sales Engagement to add an External ID to the data.

B.

Implement a data enrichment package from AppExchange.

C.

Download the Data Quality Analysis Dashboard from AppExchange.

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Questions 29

The Cloud Kicks marketing team purchased a marketing automation tool and is implementing a lead qualification process. The sales director

provided key attributes and activity history of the ideal lead.

What should the consultant do to help marketing improve the process?

Options:

A.

Create reports based on the sales metrics provided in the marketing automation tool and train marketing users to identify and qualify leads.

B.

Develop the Lead score and grade in the marketing automation tool to automatically determine when a lead should become qualified.

C.

Set up the marketing automation tool to send prospects to the sales director and ask sales reps to assist in the qualification process.

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Questions 30

Cloud Kicks (CK), a large global organization, is rolling out a complex Salesforce Release to its staff located in offices around the world,

Which approach should the consultant recommend that CK use for training this audience?

Options:

A.

Leverage Trailhead and documentation.

B.

Conduct Train-the-trainer sessions,

C.

Configure In-App Guidance.

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Questions 31

Which two use cases will protect the integrity of order data with activation limitations?

Choose 2 answers

Options:

A.

New Products can be added to active orders.

B.

Products can be removed from active reduction orders.

C.

Orders can be activated only if they include a Product.

D.

Multiple reduction orders can be created for a single order.

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Questions 32

Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stage reports often lack key information that sales managers expect at each stage because sales reps have yet to enter the data.

What should the consultant recommend so opportunity stage reports always contain the data managers expect?

Options:

A.

Create an Auto launched flow to determine if required fields are missing.

B.

Mark the fields as required on the Page layout.

C.

Customize Path and create validation rules dependent on stages.

D.

Configure Path by checking the Key Field Required checkbox.

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Questions 33

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?

Options:

A.

The Amount field will display an error in the contributing factors section.

B.

The Opportunity Score field and the Amount field will be hidden for that user.

C.

The Amount field will be hidden from the contributing factors section.

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Questions 34

Northern Trail Outfitters launched Salesforce for its EMEA subsidiary 3 months ago and wants to gain insight into usage.

Which option should a consultant recommend to meet this requirement?

Options:

A.

Analyze the Setup Audit Trail to determine the number of logins per day.

B.

Create and subscribe to a custom report of active users by role.

C.

Install the Salesforce Adoption Dashboard from AppExchange.

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Questions 35

Cloud Kicks rtants its sales operations team to place orders for United States customers in Sales Ootid. The sales ops team needs to calculate sates tax on the orders. Sales tax is a complex calculation based on tax law that may change at any time.

What should the consultant recommend to meet the requirement3

Options:

A.

A formula field on the Order object

B.

An app from the AppExchange

C.

A screen flow for orders

D.

A spreadsheet with formulas

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Questions 36

Universal Containers has four product lines, each with its unique sales cycle. Once the

prospect is qualified, the sales reps should follow the product-specific sales cycle.

Which two actions should a consultant recommend to meet these requirements?

Choose 2 answers

Options:

A.

Implement sales processes that map to each Opportunity record type.

B.

Create Opportunity record types for each product line.

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Questions 37

Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks. Contracts are created from the Account page. Sales reps need to view all contracts for the Account on the Opportunity record.

What should a consultant Implement to meet the requirement?

Options:

A.

Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable.

B.

Add the Contracts related list to each of the Opportunity page layouts used In the sales record types.

C.

use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.

D.

Create an object-specific action to create a Contract record from the Opportunity page layouts used by sales.

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Questions 38

Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month dub. Regional sales managers (RSMs) must approve discounts greater than 5%. Regional vice presidents (RVPs) also must approve discounts greater than 10%.

Which two steps should a consultant recommend to satisfy these requirements7

Choose 2 answers

Options:

A.

Create two Approval Processes, one with the RSM and one with the RVP.

B.

Use Process Builder to send an approval Task and email to the RSM and RVP.

C.

Use Process Builder to automatically submit approvals over a 5% discount.

D.

Create a two-step Approval Process with the RSM and RVP as approvers.

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Questions 39

The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current.

What should the consultant recommend to maintain current Account information?

Options:

A.

Build a weekly data update from in-house systems to refresh data in Salesforce.

B.

Email the contacts and leads to obtain their current information.

C.

Enable Automated Account Fields in Setup.

D.

Use third-party data to update and add records to Salesforce.

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Questions 40

Universal Containers wants to divide the revenue of the closed Opportunities between

sales reps that worked on the deal. Additionally, on some deals, the sales reps work with

technical sales managers and want a way to credit them for their support.

How should the consultant meet this requirement?

Options:

A.

Enable Opportunity Teams and ask Opportunity owners to add technical sales managers.

B.

Use adjustments in Collaborative Forecasting to attribute Opportunity revenue to each technical sales manager

C.

Enable Opportunity splits, revenue splits for sales reps, and overlay splits for technical sales managers.

D.

Create 2 formula field on the Opportunity to track revenue attributed to technical sales managers.

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Questions 41

A consultant has completed the Build and Validate phases of a Sales Cloud implementation at Cloud Kicks.

Which step should the consultant complete next?

Options:

A.

Upgrade to the latest Salesforce Release.

B.

Sign off on the statement of work.

C.

Deliver training.

D.

Complete a post-mortem.

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Questions 42

Cloud Kicks wants to enable Person Accounts.

What does the consultant need to do before enabling Person Accounts?

Options:

A.

Set default sharing of Account to Public Read/write.

B.

Disable access to Experience Cloud sites during the cutover.

C.

Create at least one Account record type.

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Questions 43

At a kickoff meeting for a new project, a consultant starts gathering information to be used in the project implementation plan. They ask the participants to define what project success will look like.

Which strategy is the consultant using?

Options:

A.

Design Direction

B.

Challenge Framing

C.

Discovery

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Questions 44

Cloud Kicks has configured Account Teams and is ready to go live in Production.

How should the consultant migrate Account Team configuration to Production?

Options:

A.

Push with Workbench.

B.

import with Data Loader.

C.

Create manually.

D.

Deploy with Change Sets.

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Questions 45

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 the consultant meet this requirement?

Options:

A.

Use Lead Conversion Reporting.

B.

Create Conversation Insights.

C.

Use Einstein Lead Scoring.

D.

Create Cadence Steps.

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Questions 46

Cloud Kicks has decided to implement Sales Cloud Einstein. After setting up Sales Cloud Einstein, a consultant finds some of the features are not enabled.

What are two steps the consultant can take to troubleshoot the issue?

Choose 2 answers

Options:

A.

Check Sales Cloud Einstein permission set assignments.

B.

Validate the Connected App Details.

C.

Verify Integration User Profile Details

D.

Reconfigure the Einstein Lead Scoring app.

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Questions 47

Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first dosed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer.

Which option should the consultant recommend to meet the requirement?

Options:

A.

Identify AppExchange products that can be deployed to update the ERP with opportunity, account, and contact information from Salesforce.

B.

Configure Outbound message to publish the opportunity wins and update the ERP with opportunity, account, and contact information from Salesforce.

C.

Implement Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly.

D.

Use enterprise ETL tools to extract closed/won opportunities from Salesforce and update the ERP with opportunity, account, and contact information from Salesforce.

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Questions 48

Universal Containers has hired a new employee for the Global Sales Leadership team. The employee is intere in fostering friendly competition between account executives, with emphasis on reinforcing activities that dm sales. Historically, for every four prospect meetings held, one sale was generated.

Which action would help support the sales teams?

Options:

A.

Create subscription reports to send daily prospect meetings planned to the Assigned user for those events.

B.

Show a leaderboard on the regional sales dashboards highlighting the account executives who have created the most opportunities.

C.

Show a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings.

D.

Create a dashboard that displays the most sales dosed by region using charts to show sale: green and lost opportunities in red.

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Questions 49

Universal Containers is migrating data from a legacy system into Salesforce.

Which two considerations should a consultant take into account when importing Campaign Members?

Choose 2 answers

Options:

A.

Leads, Contacts, and Business Accounts can be Campaign Members.

B.

The Marketing User feature license must be assigned.

C.

The Campaign ID is required in the import file.

D.

The Status of the Campaign Member is optional.

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Questions 50

A consultant has been tasked with analyzing the way sates reps use Salesforce to work a deal from inception to close, and then presenting this information to management.

What should the consultant utilize to present the information?

Options:

A.

Sales Architecture Map

B.

Business Process Map

C.

System Landscape Diagram

D.

Entity Relationship Diagram

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Questions 51

Universal Containers continues to see substantial growth year-over-year. Outside sales reps think the* territories are too dense to cover adequately. Leadership has decided to modify the existing safes territories and hire additional staff to make the account allocations more manageable. So the states win change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.

Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected m Sales Cloud.

How should the consultant show sales operations what the data will look like after the change?

Options:

A.

Use Tableau to geocode account addresses and display on a territory map.

B.

Install the Territory Management Reporting Pack from the AppExchange.

C.

Run the updated assignment rules in Planning State and view the accounts on the territory detail page.

D.

Use Data Loader to export the accounts and make updates in Google Sheets.

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Questions 52

Cloud Kicks sales reps want to see all of their current opportunities, and the full details, with a minimal amount of navigation or dicks to cycle through them.

Which functionality should the consultant recommend?

Options:

A.

Construct a new Sales Console app including opportunities.

B.

Create a 'My Opportunities' report and open each opportunity in a new browser tab.

C.

Create a 'My Team Opportunities' report and open each opportunity in a new browser tab.

D.

From the 'My Opportunities' list view, select the Split View option.

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Questions 53

Universal Containers wants to allow its Salesforce users to view and update customer

billing information from the company’s invoicing system within a separate Salesforce org.

What should a consultant implement to meet this requirement?

Options:

A.

Salesforce Connect and External Objects

B.

My Domain and Single Sign-On

C.

Ce Nightly scheduled Batch Data jobs

D.

Workflow Rules and Outbound Messaging

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Questions 54

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

What should a consultant recommend?

Options:

A.

Enable Conversions for the Salesforce mobile app in Lead Conversion settings.

B.

Create a Global Action to convert leads vie the Salesforce mobile app.

C.

Install an AppExchange package to convert leads via the Salesforce mobile app.

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Questions 55

Cloud Kicks just deployed Sales Cloud globally and wants to make sure that all of its users are using Salesforce. How should the consultant determine if all regions are using Salesforce?

Options:

A.

Assign all users to a region, build a report using user login history, and filter on region.

B.

Create an Opportunity report per region, filtering by User.

C.

Ask each regional sales manager to run the standard User Adoption report.

D.

Install Salesforce Adoption Dashboards from the AppExchange and use the region chart.

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Questions 56

Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org.

Which action should the consultant recommend?

Options:

A.

Hold a kickoff meeting with the CK stakeholders.

B.

Conduct discovery sessions and document existing business practices for each company.

C.

Export the data from the competitor's system and merge it into Ck’s org.

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Questions 57

Cloud Kicks has hired a consultant to help with its initial Salesforce implementation.

Which three steps should the consultant take to help Cloud Kicks get Salesforce up and running?

Choose 3 answers

Options:

A.

Define company vision.

B.

Finalize integrations.

C.

Prioritize goats.

D.

Define KPIs.

E.

Analyze competitors.

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Questions 58

Cloud Kicks (CK) has two sales divisions: a franchise sales division and a public sales division. The sales reps for each division have different user profiles. The sales reps for

the franchise sales division should only be able to set up Business Accounts.

What should the consultant recommend meeting this requirement?

Options:

A.

Remove Person Account Record Types from the franchise sales user profile.

B.

Ensure there are a minimum of two Record Types for Person Accounts.

C.

Use sharing rules to share Accounts between franchise and public divisions.

D.

Ask Salesforce Support to disable Person Accounts in CK's org.

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Questions 59

Which data migration sequence should consultant recommend for the objects?

Options:

A.

Opportunities, Products, pe Line toe Cases, Leads, Campaigns, Accounts, Contacts:

B.

Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns

C.

Contacts, Accounts, Leads, Campaigns, Opportunities, Products, Product Line Items, Cases.

D.

Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads. Campaigns

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Questions 60

Sales managers at Cloud Kicks need to visualize all open opportunities based on the location of the related Account.

Which solution should a consultant recommend?

Options:

A.

Using Tableau CRM, import a data lens with the State and City for all opportunities.

B.

Enable Location Services and add the Account Address field to the Opportunity page layout.

C.

Create a dashboard that uses a report grouping opportunities by Account.

D.

Using Salesforce Maps, configure a Data Layer showing open opportunities.

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Questions 61

Universal Containers' sales operations team needs to provide visibility on sales pipeline changes on a monthly basis.

How should the consultant meet this requirement?

Options:

A.

Create an Opportunity History report for open pipeline Opportunities in a given date range.

B.

Create a custom pipeline date range field and display it on the Forecasting tab.

C.

Create a sales pipeline dashboard that includes filters for Opportunity date ranges.

D.

Create training an how to use date filters on reports to compare pipeline for different date ranges.

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Questions 62

Cloud Kicks has organization-wide defaults set to Private for Account.

With the rollout of Opportunity Teams, what should a consultant consider?

Options:

A.

The Opportunity will be implicitly Write for the team,

B.

Opportunity should be set to Public Read/Write first.

C.

Account should be set to Public Read first.

D.

The Opportunity's Account will be implicitly Read for the team.

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Questions 63

Cloud Kicks needs to implement a group of Campaigns that are related to a specific marketing initiative to report on success.

What should a consultant recommend to meet the requirement?

Options:

A.

Create a custom Campaign Purpose field.

B.

Create a custom Campaign Group object.

C.

Use the existing Parent Campaign field.

D.

Use a Marketing dashboard from the AppExchange.

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Questions 64

Universal Containers has configured the Account organization-wide default (OWD)

sharing as Public Read Only. All customer Accounts are owned by the customer successmanager. When a customer calls support to update their contact information, the support agent

on their Account team is unable to edit the Account.

Which approach should a consultant recommend allowing the support agent to edit the

Account, while still enforcing the Public Read Only OWD?

Options:

A.

The support agent should add themselves to the customer's Account team to grant Edit permissions.

B.

The support agent should contact the customer success manager to update the Account.

C.

The customer success manager should change the owner of the Account to the support agent.

D.

The customer success manager should include the support agent on the default Account team with Edit permissions.

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Questions 65

Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly instalments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast easily.

What should the consultant recommend meeting the requirement?

Options:

A.

Use Revenue Schedules to capture instalment payment plan details for each Product.

B.

Create a Process Builder to create an Order for each instalment payment.

C.

Add a custom field to the Quotes object to capture the number of instalments.

D.

Set the default quantities to 12, 24, and 36 in a new Price Book for instalment sales.

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Questions 66

Cloud Kicks is running a campaign for the Shoe of the Month club. Sales management wants to use Campaign Influence features with Opportunities to attribute a percentage of success to influential campaigns.

Which feature will allow for revenue share with standard and custom attribution models?

Options:

A.

Create a reporting snapshot for Campaigns.

B.

Use sharing rules to give access to Campaign members.

C.

Create a formula field to track Campaign Influence.

D.

Use Customizable Campaign Influence for reporting.

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Questions 67

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/Write for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope of

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 allowing reps to continue to collaborate while eliminating incorrect edits?

Choose 2 answers

Options:

A.

Change Account organization-wide defaults to Private.

B.

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

C.

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

D.

Enable Account Teams to allow opines to grant Read/Write access.

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Questions 68

Each product engineer at Cloud Kicks supports 3 specific product lines. There are three product lines. Sales reps sell all the company’s product lines; Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their product line with Read-Only rights.

What are two actions the consultant can take to meet the requirement?

Choose 2 answers

Options:

A.

Manually assign a product-specific role to each product engineer.

B.

Create criteria-based opportunity sharing rules for each product line.

C.

Enable Default Opportunity Teams for the Opportunity.

D.

Enable Default Account Teams for each product line.

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Questions 69

Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein to ptkst users. The pilot users are unable to view the Lead Score field on me Lead record page.

Which two steps should the consultant take to fix this issue?

Choose 2 answers

Options:

A.

Add the Lead Score field to the Lead List View.

B.

Add the Lead Score field to the Lead Page layout.

C.

Assign the Einstein Lead Scoring permission set.

D.

Assign the Sales Cloud Einstein permission set.

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Questions 70

Cloud Kicks (CK) has organization-wide defaults set to Public Read-Only for Opportunity. One of the Account Team roles at CK Is Executive Sponsor. Account Team members with the Executive Sponsor rote need Read/Write access to all child Opportunities.

How should the consultant meet the requirement?

Options:

A.

Create an Opportunity snaring rule to grant Read/ Write access to Opportunities.

B.

Create a flow to grant Read/Write access to Opportunities.

C.

Create an Account sharing rule to grant Read/Write access to Opportunities.

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Questions 71

Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account’s

discount field. CK sales reps are located in different regions and use different currencies. A

consultant creates a custom formula field on the Opportunity.

Which currency will the custom formula use for its value if the opportunity and account records

have different currencies?

Options:

A.

Account currency

B.

Corporate currency

C.

Opportunity currency

D.

User currency

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Questions 72

During the last requirements meeting, Cloud Kicks team members said they will be attending a conference next week.

What should a consultant do in response to this news?

Options:

A.

Use the downtime to develop User Acceptance Testing (UAT) scripts.

B.

Ask the client to sign off on requirements and start the Build phase.

C.

Update the project plan and communicate it to stakeholders.

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Questions 73

The leadership team at Cloud Kicks wants to improve the rate of user adoption of Sales Cloud.

Which option should the consultant recommend?

Options:

A.

Add Approval processes to enforce data standards.

B.

Conduct a requirements workshop to gather user stories.

C.

Use a collaboration tool to gather feedback from users.

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Questions 74

Sales reps at Cloud Kicks (CK) often receive important customer emails they want to log as records related to Contacts in Salesforce. CK has Office 365, as well as a policy that prevents users from installing anything directly on their computers.

Which solution should a consultant recommend to meet this requirement?

Options:

A.

Einstein Activity Capture

B.

Salesforce Inbox

C.

Lightning Console for Sales

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Questions 75

Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines.

Which two recommendations should the consultant make?

Choose 2 answers

Options:

A.

One set of opportunity stages

B.

One record type

C.

Three record types

D.

Three sets of opportunity stages

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Questions 76

Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. CK just added a new business unit to Salesforce. Managers in the new business unit report that their forecasts are accurate but they are unable to see the discount amount in the Opportunity list in Collaborative Forecasting.

What should a consultant do to resolve the issue?

Options:

A.

Add a new discount field for the new business unit.

B.

Check the field level security for the managers' profile.

C.

Add the Discount field to the Sales Path for the managers.

D.

Use a validation rule to ensure that a discount is entered.

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Questions 77

When emails sync by Einstein Activity Capture, how are the emails matched to Sales Cloud records?

Options:

A.

Matching is based on the standard Email field.

B.

Matching is based on any Email field.

C.

Matching is based on Full Name and standard Email field.

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Questions 78

Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. The leadership team at CK wants to improve the rate of user adoption,

What should the consultant recommend?

Options:

A.

Add an Approvals process to the Opportunity object to enforce data standards.

B.

Conduct a requirements workshop to gather user stories.

C.

Create a report to track the login rate over the last 7 days.

D.

Create a Slack channel to gather and discuss feedback from users.

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Questions 79

Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasting to all sales users.

Which two statements should a consultant consider when enabling forecasting? Choose 2 answers

Options:

A.

Opportunity Splits must be enabled at the same time.

B.

Multiple Forecast Types must be created and activated.

C.

A Single Category or Cumulative Forecast Rollup should be defined.

D.

The Forecast tab should be visible to easily view the forecasts.

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Questions 80

A consultant is initiating a Sales Cloud project for Cloud Kicks.

Which essential action should the consultant prioritize to ensure successful implementation and adoption?

Options:

A.

Design end user training plan.

B.

Set project milestones and establish key performance indicators (KPIs).

C.

Develop Quality Assurance (QA) testing scripts.

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Questions 81

The admin at Cloud Kicks needs to understand the adoption of Salesforce Files and multi-factor authentication.

What should a consultant recommend analysing adoption?

Options:

A.

Review the Setup Audit Trail.

B.

Create a report for the Login History object.

C.

Run the Salesforce Optimizer.

D.

Open the Lightning Usage App.

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Questions 82

Cloud Kicks has just deployed an of its configurations. The admin wants to build a separate process but uses most of the objects that were deployed.

What is the best practice a consultant should recommend to the admin?

Options:

A.

Build m a test release environment and test changes in Production.

B.

Build in a Developer Sandbox and test changes in Production.

C.

Build in a Developer Sandbox and test changes in a test release environment.

D.

Build m a test release environment and test changes in a test release environment.

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Questions 83

The Universal Containers sales team wants to easily show Account relationships to its sales reps and report on these relationship.

Which two considerations should the consultant take into account?

Choose 2 answers

Options:

A.

Account relationships are visible from Person Account records.

B.

A Person Account can be either a parent or child in the Account Hierarchy.

C.

Account Hierarchy displays only the Amounts users have Read permission to view.

D.

Accounts can be organized into different divisions based on specific criteria.

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Questions 84

Cloud Kicks has enabled Orders to track and manage customer requests for products. The sates team has requested a process to return or reduce the quantity of activated Orders.

Which two Salesforce features should a consultant recommend to meet this requirement

Choose 2 answers

Options:

A.

Enable Orders without Price Books.

B.

Enable Zero Quantity Orders.

C.

Enable Negative Quantity for Order Products.

D.

Enable Reduction Orders.

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Questions 85

Cloud Kicks needs to set sales quotas for all sales reps.

Which three solutions should the consultant consider?

Choose 3 answers

Options:

A.

Use the Data Import Wizard.

B.

Enable Forecast Quotas from Setup.

C.

Use the API.

D.

Assign Quota values by profile.

E.

Use Data Loader.

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Questions 86

Cloud Kicks wants the sales operations team to be able to process customer credit card

payments within Salesforce.

Which approach should the consultant recommend to meet this requirement?

Options:

A.

Schedule a nightly batch job to find and post daily charges

B.

Create a flow to alert the finance team to manually charge the account.

C.

Utilize an application from the AppExchange

D.

Develop Apex to connect with the Authorized.net API.

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Questions 87

The sales managers at Universal Containers (UC) believe that many of the sales reps' deals that are being lost to competitors are getting less attention than deals that are won.

What should a consultant build so management can assess whether its belief is correct and monitor it going forward?

Options:

A.

Create formula fields on Opportunity and Activity.

B.

Install an AppExchange app for tracking Lead conversion.

C.

Build a report on Opportunities and Activities.

D.

Build a report on Leads and Activities.

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Questions 88

The consultant at Cloud Kicks has successfully implemented Einstein Lead Scoring. The VP of sales wants to see the effectiveness of this new functionality.

What should the consultant do to fulfill this request?

Options:

A.

Add the Einstein prediction column to the forecast list view.

B.

Add a standard dashboard for Sales Cloud Einstein.

C.

Create a custom report type tor Seles Cloud Einstein records.

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Questions 89

A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering use cases for Sales Processes.

Which two groups should provide content for the use cases?

Choose 2 answers

Options:

A.

Sales reps

B.

Finance team

C.

Sales operations

D.

Executives

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Questions 90

Cloud Kicks manages prospects for lead generation in a marketing application.

To ensure data quality, which prospects should the consultant migrate from the marketing application to lead records?

Options:

A.

All prospects

B.

Contacted prospects

C.

Qualified prospects

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Questions 91

Cloud Kicks has a private sharing model on Accounts. Account executives need to

ensure that specific users can qualify marketing Opportunities on their Accounts. There can be

different users for a given Opportunity. Sales management needs to report on which users are

assigned to Opportunities.

What should the consultant recommend to the account executives?

Options:

A.

Share Opportunities with specific users by granting Read access to Opportunities in their portfolio

B.

Add specific users as Account team members with a role that grants Modify All access.

C.

Add specific users as Opportunity team members with a role that grants Read/Write access

D.

Share Accounts with specific users and their respective teams.

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Exam Code: CRT-251
Exam Name: Salesforce Certified Sales Cloud Consultant (SU24)
Last Update: Oct 8, 2024
Questions: 307
$64  $159.99
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