Changing the Concept of CRT-251 Exam Preparation 2024
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Salesforce CRT-251 exam is a comprehensive test that covers different aspects of Salesforce Sales Cloud functionalities. It is an ideal certification for professionals who want to validate their expertise and knowledge of Salesforce Sales Cloud and enhance their career in sales, sales management, and customer relationship management. Holding this certification can open up new career opportunities, increase job security, and lead to higher salaries.
NEW QUESTION # 60
What are two considerations for enabling multiple currencies at Cloud Kicks? Choose 2 answers
- A. Accounts, Opportunities, Leads, Cases, and Opportunity Product Schedules support multi-currency reporting.
- B. The primary currency is automatically displayed in parentheses when using multi-currency.
- C. When multi-currency is enabled, changes to exchange rates update the converted amount on all records except closed opportunities.
- D. The multi-currency enablement process is irreversible.
Answer: A,B
NEW QUESTION # 61
Cloud Kicks has configured Einstein Activity Capture (EAC) for email and is waiting to deploy it. In the meantime, a consultant is preparing training to help end users get up to speed on the product.
Which two points should the consultant include in the training information?
Choose 2 answers
- A. Users can set their Excluded Addresses list which takes priority over the global Excluded Addresses list.
- B. Users can choose to show emails added via EAC in the Related Lists activities view.
- C. Users can share individual emails or make them private.
- D. Users must connect an email account to Salesforce and agree to terms before they can send emails in Lightning.
Answer: B,D
Explanation:
Explanation
Einstein Activity Capture (EAC) allows users to store emails and attachments in Salesforce and have them visible in the Activity Timeline and Related Lists. Users can choose to show emails added via EAC in the Related Lists activities view.
To use Einstein Activity Capture, users must connect their email accounts to Salesforce. They must also agree to the terms of the service provider before they can send emails in Lightning.
NEW QUESTION # 62
Universal Containers uses PDF documents to help the Sales Team learn about new Products. Which feature should a Consultant recommend to store these documents?
- A. File Sync
- B. Salesforce Files
- C. File Contact for SharePoint
- D. Attachments
Answer: B
NEW QUESTION # 63
A Consultant is configuring Einstein Forecasting to help the sales team predict how much they will sell by the end of a forecasting period.
Which two considerations should the consultant keep in mind to ensure that predictions are displayed.
Choose 2 answers
- A. Predictions are only shown when at least 12 months of Opportunity data exists
- B. Predictions are only shown when data sync in Tableau CRM is enabled. Tableau
- C. Predictions are only shown when the user is in the forecasting hierarchy.
- D. Predictions are based only on the standard Close Date and Amount fields
Answer: A,D
NEW QUESTION # 64
Prospects at Cloud Kicks are exposed to many different marketing activities. In most cases, a combination of several different activities result in a successful sale.
How should the consultant configure Salesforce to track which marketing activities influenced the customer to make a purchase?
- A. Use Surveys to request the information from the customer.
- B. Create a junction object between Campaign and Opportunity.
- C. Make the Primary Campaign Source required.
- D. Implement Customizable Campaign Influence.
Answer: B
Explanation:
Creating a junction object between Campaign and Opportunity is the best way to track which marketing activities influenced a customer to make a purchase. This junction object will allow you to track the influence of multiple Campaigns on a single Opportunity, which can be used to gain insights into which Campaigns are most effective.
NEW QUESTION # 65
Cloud Kicks wants to be able to forecast revenue on a quarterly basis. Which date field should the Consultant recommend to ensure accurate forecasting?
- A. The close date on the Opportunity
- B. The created date on the Opportunity
- C. The last modified date on the Opportunity
- D. The converted date on the Lead
Answer: A
NEW QUESTION # 66
An executive at Cloud Kicks (CK) has asked its admin to create a diagram to show the high level processes the business. CK plans to use the diagram to show the context of a new process within the overall business whole.
What should the admin create to meet this requirement?
- A. Capability Model
- B. Suppliers, Imports, Processes, Outputs, Customers (SIPOC) Diagram
- C. Value Stream Map
- D. Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram
Answer: A
NEW QUESTION # 67
Northern Trail Outfitters (NTO) wants to boost the importance of its sales stages and their role in NTO's sales methodology; they also want to enhance the precision of their sales forecast. How should the steps in the sales process be mapped so NTO's requirements are met?
- A. Map appropriate sales stage to opportunity stage; assign accurate forecast probability
- B. Map sales probability values to forecast categories; assign sales stages accurate percentages
- C. Map opportunity stages to forecast categories; assign accurate probability to each stage.
- D. Map forecast probability to opportunity probability; assign appropriate sales stage
Answer: C
NEW QUESTION # 68
Universal Containers has automated the process of creating new account records in Salesforce. All accounts records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. Universal Containers is now seeing performance issues when it makes any changes to account sharing rules.
What can Universal Containers do to address the issue without changing its integration?
- A. Set the organization-wide defaults for accounts to public read/write.
- B. Contact Salesforce support to add an index to the account object.
- C. Ensure that the generic user has the Modify All Data permission.
- D. Ensure that the generic user has NOT been assigned to a role.
Answer: D
NEW QUESTION # 69
Cloud Kicks needs to forecast on monthly business that closes and details of open opportunities on a weekly basis. The VP of Sales asks the business analyst to review how the sales funnel is changing month over months. Which two actions should the Consultant take to meet this requirement? Choose 2 answers
- A. Create a custom report folder to store the results in.
- B. Create a custom object to store the results in
- C. Configure a report snapshot to run weekly.
- D. Schedule a custom forecast report to run weekly
- E. Configure a reporting snapshot to run daily.
Answer: B,C
NEW QUESTION # 70
The Sales Director at Cloud Kicks noticed that while Lead conversion rates were high, Opportunities were not moving through the sales cycle. many of the contacts that were converted had no phone, email, or background information captured. Which three solutions can be used to improve the quality of Leads being converted? Choose 3 answers
- A. Create a validation rule to check that necessary information is complete upon Lead conversion
- B. Mandate that all Lead data must be reviewed prior to being created in Saesforce.
- C. Implement a trigger that warns the user of incomplete information during Lead conversion.
- D. Update web-to-lead forms to require input fields be completed prior to submission.
- E. Review Lead conversion mapping to ensure necessary fields are mapped correctly.
- F. Schedule a report that notifies Lead owners daily of Leads with incomplete information.
Answer: C,D,E
NEW QUESTION # 71
Cloud Kicks is excited about implementing Lightning features during the implementation. The company has rolled out a few groups of Sales Cloud users in Lightning already, but not all are trained on the Sales Cloud Lightning features requested for this implementation. What should the Consultant recommend for a successful deployment?
- A. Adjust the project plan and communicate that the deployment will now be a week earlier.
- B. Deploy all the changes that do not affect the Sales team and deploy the changes in the following sprint
- C. Communicate the information so that they have more staff available for changes
- D. Adjust the project plan and delay the deployment of the sprint.
Answer: D
NEW QUESTION # 72
Cloud Kicks manages contacts for lead generation in a marketing application. Following a new Salesforce implementation, inbound leads will be reviewed in the marketing application and then migrated to Salesforce.
Which contacts should the consultant migrate from the marketing application to leads in Salesforce?
- A. Qualified contacts
- B. New contacts
- C. Active contacts
- D. All contacts
Answer: A
Explanation:
Qualified contacts are the contacts that should be migrated from the marketing application to leads in Salesforce when following a new Salesforce implementation. A contact is a record that represents an individual who is associated with an account or business. A lead is a record that represents a potential customer who has shown interest in a product or service. A qualified contact is a contact who has met certain criteria or thresholds that indicate their readiness or willingness to buy, such as score, behavior, demographics, etc. By migrating qualified contacts from the marketing application to leads in Salesforce, Cloud Kicks can ensure that only the most promising prospects are handed off to the sales team for further follow up and conversion.
NEW QUESTION # 73
Which two use cases will protect the integrity of order data with activation limitations? Choose 2 answers
- A. Products can be removed from Active Reduction Orders.
- B. New Products can be added to Active Orders.
- C. Multiple reduction orders can be created for a single order.
- D. Orders can be activated only if they include a product.
Answer: C,D
NEW QUESTION # 74
Universal Containers wants to improve sales productivity in inside sales and is has been advised to consider Salesforce Console for Sales.
Which two use cases justify this recommendation? (Choose two.)
- A. Need to chat with customers in real time with Chatter.
- B. Need to view the caller ID on screen and quickly make calls with one click.
- C. Need to add notes quickly while talking to the client.
- D. Need to prioritize search results for contacts and opportunities.
Answer: B,C
NEW QUESTION # 75
Northern Trail Outfitters (NTO) customer orders four lanterns. The order is activated in Salesforce, and the products are successfully shipped to the customer. One week later, the customer returns one lantern. How should NTO record the return in Salesforce?
- A. Change the quantity value on the Order Product to 3
- B. Create a new Order Product with quantity set to -1
- C. Create a custom field on the Order Product object
- D. Create a reduction Order under the activated Order
Answer: D
NEW QUESTION # 76
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?
- A. Workflows to create a Task for each team member
- B. Task "Assigned To" set to Opportunity Team role
- C. Task queues for each Opportunity Team
- D. Assignment rule selected by default
Answer: B
NEW QUESTION # 77
Which two object records can be synced with Lightning Sync?
- A. Contacts
- B. Calendar Events
- C. Opportunities
- D. Accounts
Answer: A,B
Explanation:
Explanation/Reference:
Reference: https://help.salesforce.com/articleView?
id=productivity_sync_exchange_admin_overview.htm&type=0
NEW QUESTION # 78
A Cloud Kicks syncs with a distributor partner's external system that ships the "Shoe of the Month" club to all Cloud Kicks' monthly subscribers. The VP Of Delivery wants to get notifications when machines that fold the boxes are malfunctioning, so that they can preemptively communicate to subscribers that the shipment may be delayed. What should the Consultant recommend?
- A. Platform Events
- B. Salesforce Connect
- C. Workflow rules with email alerts
- D. Salesforce-to- Salesforce
Answer: B
NEW QUESTION # 79
The sales representatives at Universal Containers use various email applications and often receive important customer emails where they are away from the office. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office.
Which solution should a consultant recommend to meet this requirement?
- A. Forward emails using their Email-to-Salesforce email address from their smartphones and computers.
- B. Download and install the Salesforce for Outlook connector on their smartphones and computers.
- C. Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.
- D. Download and install a Salesforce universal connector for their smartphones and computers.
Answer: A
Explanation:
Explanation/Reference:
NEW QUESTION # 80
A salesperson at Northern Trail Outfitters (NTO) cannot view a contact's information from social profiles.
NTO has Social Accounts and Contacts turned on in its account.
Why is the salesperson unable to access the information?
- A. Universal Containers must install an APP Exchange package to access public profile information for its users.
- B. The information shown is based on the sales representative's social connection with the contact.
- C. The fields configured by Universal Containers' administrator on the contact page layout are missing.
- D. The link to the Facebook profile is NOT configured with the administrator password to access detailed information.
Answer: B
NEW QUESTION # 81
Northern Trail Outfitters (NTO) has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company would like to see the total value of open opportunities for all accounts in the hierarchy. What solution should a consultant recommend to meet this requirement?
- A. Use apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.
- B. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
- C. Create a link on the account that opens a report showing the total value of open opportunities for all the accounts in the hierarchy.
- D. Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
Answer: A
NEW QUESTION # 82
Northern Trail Outfitters (NTO) has automated the process of creating new account records in salesforce. All account records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. NTO is now seeing performance issues when it makes any changes to account sharing rules. What can NTO do to address the issue without changing its integration?
- A. Contact salesforce support to add an index to the account object.
- B. Ensure that the generic user has the Modify All Data permission.
- C. Set the organization wide defaults for accounts to public read/write.
- D. Ensure that the generic user has not been assigned a role.
Answer: D
NEW QUESTION # 83
Which two solutions should a consultant recommend if a sales process requires opportunities to have associated product line items before moving the opportunity to the negotiation stage? Choose 2 answers.
- A. Ensure that all sales representatives have access to at least one pricebook when creating product lines.
- B. Configure the opportunity record types to enforce product line item entry before selecting the negotiation stage.
- C. Configure a validation rule that types the Has Line Item and Stage fields for the correct condition.
- D. Define a workflow rule that automatically defaults to a pricebook and product line item when selecting the negotiation stage.
Answer: A,D
NEW QUESTION # 84
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
- A. Implement Inbox to sync Outlook or Gmail calender events.
- B. Log emails with records in Salesforce from Outlook or Gmail.
Answer: A,B
Explanation:
Explanation
Inbox is a suite of email productivity tools that integrates Salesforce with Outlook or Gmail. With Inbox, sales reps can sync their calender events between Salesforce and their email application, and log emails with related records in Salesforce without leaving their inbox. This way, they can easily track their customer interactions and report on them in Salesforce.
NEW QUESTION # 85
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