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Free Salesforce Sales Cloud Consultant CRT-251 Ultimate Study Guide (Updated 66 Questions)
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NEW QUESTION 10
The members of an opportunity team at Universal Containers are working together to close an opportunity. The sales engineer on the team is having trouble keeping up with the active quote. How can the sales engineer identify the opportunity's active quote?
- A. Reference the synced quote field on the opportunity record.
- B. Reference synced quote history on the opportunity.
- C. Follow the opportunities' quotes in Chatter.
- D. Reference the last modified date on the quotes.
Answer: A
NEW QUESTION 11
Universal Containers wants to associate some contacts with more than one account (e.g., a contact in an employee of one account and on the boards of several other accounts). Which solution should a consultant recommend to meet this requirement?
- A. Add the contact to the partners related list on the second account.
- B. Enable contacts to multiple accounts feature.
- C. Associate the contact to other accounts using a custom lookup field.
- D. Clone the contact record and add it to the second account.
Answer: A
NEW QUESTION 12
What are two capabilities of Data Loader? (Choose two.)
- A. Ability to run one-time or scheduled data loads
- B. Ability to export field history data
- C. Ability to extract organization and configuration data.
- D. Ability to prevent importing duplicate records.
Answer: A,B
NEW QUESTION 13
A marketing department that runs many concurrent campaigns has specified that the influence timeframe for a campaign is 60 days. What is the impact on the campaign influence for opportunities when a contact is associated to an opportunity in a contact role?
- A. Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report.
- B. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
- C. All campaigns created within the last 60 days will be added to the campaign influence related list.
- D. All contacts associated with campaigns will be added to the campaign influence related list.
Answer: A
Explanation:
Explanation/Reference:
NEW QUESTION 14
A marketing department that runs many concurrent campaigns has specified that the influence timeframe for a campaign is 60 days. What is the impact on the campaign influence for opportunities when a contact is associated to an opportunity in a contact role?
- A. Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report.
- B. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
- C. All campaigns created within the last 60 days will be added to the campaign influence related list.
- D. All contacts associated with campaigns will be added to the campaign influence related list.
Answer: A
NEW QUESTION 15
Universal Containers has a customer base that includes both individual consumers and businesses. The company hasimplemented Person Accounts in Salesforce and has a custom object for "Policies" that needs to relate to both Person Accounts and business accounts.
What is the minimum configuration on the policy custom object needed to meet this requirement?
- A. Createa contact lookup field and an account lookup field.
- B. Create a custom contact lookup field.
- C. Create a master-detail contact relationship.
- D. Create a master-detail account relationship.
Answer: D
NEW QUESTION 16
Universal Containers recently completed the implementation of a new Sales Cloud solution. The stakeholder committee believes that sales user adoption is best measured by the number of daily logins.
Which two measures of sales user adoption should be considered? (Choose two.)
- A. Number of reports exported to Excel for analysis
- B. Number of neglected opportunities over time by role
- C. Overall effectiveness of mass email campaigns
- D. Completeness of records entered into the new system
Answer: B,D
NEW QUESTION 17
Resellers for Universal Containers need access to reports in the Partner Communities to help manage their opportunities.
How should Salesforce be configured to give resellers the correct level of access to reports?
- A. Create the appropriate list views and report folders in the Partner Communities for all partner users.
- B. Create a new tab in the Partner Communities to display the appropriate list views and report folders.
- C. Create a Chatter group that allows partners to post links to appropriate list views and reports.
- D. Create the appropriate list views and report folders, and share with all partner users.
Answer: D
NEW QUESTION 18
Universal Containers sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant product's sales process.
Which two solutions should a consultant recommend to meet these requirements? Choose two answers.
- A. Configure opportunity record types for each sales process.
- B. Define the default opportunity teams for each opportunity record type.
- C. Define sales processes to map to each opportunity record type.
- D. Create sales stages that align with opportunity record types.
Answer: C,D
NEW QUESTION 19
The management at Universal Containers noticed the lead conversion ratio has remained the same for the hospitality industry despite an increase in lead creation.
Which reporting tool can help determine the issue?
- A. Report on lead lifetime by industry
- B. Industry performance dashboard
- C. Campaign dashboard by industry
- D. Report on leads by source
Answer: A
NEW QUESTION 20
Universal Containers does NOT have a direct sales team; its channel partners are responsible for selling and servicing products. Over the past quarter, these has been an increased volume of leads. However, the Vice President of Channels has been receiving many complaints from partners on the poor quality of the leads and has noticed a significant drop in the lead conversion rate. What should a consultant recommend to improve partner satisfaction with the leads being shared?
- A. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners.
- B. Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners.
- C. Use the lead score on the Find Duplicates button and assign the leads with a score in the high category.
- D. Create multiple validation rules to ensure that all fields on the lead record are populated with data.
Answer: B
NEW QUESTION 21
Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC Corporation account is owned by a sales user whose profile grants create, read, edit, and delete access to accounts, contacts, and opportunities.
Which two actions does the owner of the ABC Corporation account have the right to take? (Choose two.)
- A. Share the account with other users through manual sharing and account teams.
- B. View, edit, and delete related contacts and opportunities owned by other users.
- C. View, edit, and delete activities owned by other users directly related to the account.
- D. Transfer ownership of related contacts and opportunities owned by other users.
Answer: A,C
NEW QUESTION 22
Which two actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? (Choose two.)
- A. Create scheduled dashboard to be sent weekly to all stakeholders.
- B. Establish a stakeholder committee and meeting schedule.
- C. Ensure the project key performance indicators are profitable.
- D. Acquire the client stakeholder's key performance indicators.
Answer: B,D
NEW QUESTION 23
Universal Containers wants to prevent sales users form modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However, sales directors must be able to edit these opportunity fields in case last minute updates are required.
Which solution should a consultant recommend?
- A. Create a workflow rule to enable field access for sales directors based on the sales stage.
- B. Create a validation rule to enforce field access based on the sales stage and a custom permission.
- C. Change the field-level security for sales representatives to restrict field access based on the sales stage.
- D. Modify the profile for sales directors to enable the "Modify All" object permission for opportunities.
Answer: B
NEW QUESTION 24
When custom fiscal year is enabled, which two statements apply? (Choose two.)
- A. The custom fiscal year setting cannot be disabled.
- B. The custom fiscal year must be defined manually.
- C. The defined custom fiscal year only affects forecasts.
- D. The custom fiscal year automatically updates product schedules.
Answer: A,B
NEW QUESTION 25
Which two benefits are realized when using Lightning Email Content Delivery instead of sending attachment outside of Salesforce? (Choose two.)
- A. Create password-protected documents.
- B. Ability to remove permissions to view/download.
- C. View the amount of times the file has been downloaded.
- D. Documents are stored in Salesforce Files.
Answer: A,C
Explanation:
Explanation/Reference:
Reference: https://help.salesforce.com/articleView?id=content_delivery_about.htm&type=5
NEW QUESTION 26
Universal Containers 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. Which two actions should a consultant recommend to meet these requirements?
Choose two answers.
- A. Instruct sales users to enter 0$ for the opportunity amount.
- B. Assign 0% probability to the first sales stage.
- C. Configure the first stage with the omitted forecast category.
- D. Override the forecast to be 0$ for first stage opportunities.
Answer: B,C
NEW QUESTION 27
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