Ultimate Guide to the CRT-251 - Latest May 03, 2024 Edition Available Now
2024 Updated Verified Pass CRT-251 Exam - Real Questions and Answers
Salesforce Certified Sales Cloud Consultant exam is a challenging test that covers a wide range of topics related to sales and marketing management. It includes questions on topics such as sales forecasting, opportunity management, lead management, account and contact management, and more. CRT-251 exam is designed to test not only your knowledge of Salesforce Sales Cloud, but also your ability to apply that knowledge to real-world scenarios.
NEW QUESTION # 41
Cloud Kicks wants to see how many closed won opportunities a campaign has generated over the last 30 days. They have implemented a campaign influence model that uses the primary campaign source. Which two steps are needed to meet this requirement using standard functionality? Choose 2 answers
- A. Add child campaigns of the primary campaign source automatically if the child campaigns have an end date that falls before the opportunity close date
- B. Have the administrator define rules for campaigns to automatically add opportunities and then lock after 30 days.
- C. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date
- D. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity
- E. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
Answer: C,E
NEW QUESTION # 42
Cloud Kicks wants sales representatives to be able to share key documents directly with customers who are not Community users. Which Salesforce feature satisfies this requirement?
- A. Attachments
- B. Documents
- C. CRM Content
- D. Chatter Links
Answer: C
NEW QUESTION # 43
Cloud Kicks (CK) maintains products and price books on an external platform due to the high frequency of pricing changes to products. CK has a B2B license. Sales managers want to monitor pipeline by sales rep and territory, report on team revenue to goal, and view order status «n Salesforce.
What are two actions the consultant should take to meet the requirements?
Choose 2 answers
- A. Implement Opportunity Teams and Opportunity Splits
- B. Enable Optional Price Books for Orders.
- C. Use opportunities and enable Forecasts
- D. Import products and price books from the external platform.
Answer: A,B
NEW QUESTION # 44
Universal Containers forecasts and closes business monthly, and it needs to store details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month. What should a consultant recommend to meet this requirement?
- A. Schedule a custom forecast report to run daily and store the results in a custom report folder.
- B. Schedule a custom forecast report to run weekly and store the results in a custom report folder.
- C. Create a reporting snapshot to run daily and store the results in a custom object.
- D. Create a reporting snapshot to run weekly and store the results in a custom object.
Answer: B
NEW QUESTION # 45
Universal Containers wants to track the campaigns that influence won opportunities.
Which two actions should a consultant recommend to meet this requirement using standard functionality?
(Choose two.)
- A. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
- B. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that fails before the opportunity close date.
- C. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
- D. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.
Answer: C,D
NEW QUESTION # 46
Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. CK relationship wants to identify users who have yet to use the new application.
Which method should the consultant recommend to determine these users?
- A. Run a report on Users Never Logged In.
- B. Run a Mobile Login report.
- C. Log a case with Salesforce Support
- D. Use the Lightning Usage app.
Answer: A
NEW QUESTION # 47
Cloud Kicks noticed its data quality has degraded since its initial Sales 'Cloud Hs ion and is working with a co to ip a data management plan. The consultant suggested some best practices for creating, processing, and maintaining data.
Which two areas could be improved by using third-party data enrichment tools?
Choose 2 answers
- A. Monitoring changes and updates
- B. Naming and formatting
- C. Validation rules
- D. Roles and record ownership
Answer: A,C
NEW QUESTION # 48
Cloud Kicks has a complicated sales process. Sales reps often have difficulty deciding when to move opportunities through various stages.
Which solution should the consultant recommend?
- A. Activate Path and add up to five key fields and Guidance for Success
- B. Advise sales reps to collaborate on Slack to move opportunities along the pipeline.
- C. Configure a dashboard that shows opportunities that have remained in the same stage for 30 days
- D. Use automation to send emails to sales reps with Guidance for Success
Answer: A
NEW QUESTION # 49
Leads created from the "Contact Us" form on the Northern Trail Outfitters' website are not being followed-up on in a timely manner. Management wants to be notified when a lead has NOT been followed-up within 24 hours if being submitted. Which action should be recommended?
- A. Notify using Chatter on leads
- B. Send an email using time-based workflow
- C. Notify using publisher action
- D. Send an email using lead escalation rule
Answer: B
NEW QUESTION # 50
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 share individual emails or make them private.
- B. Users can choose to show emails added via EAC in the Related Lists activities view.
- C. Users must connect an email account to Salesforce and agree to terms before they can send emails in Lightning.
- D. Users can set their Excluded Addresses list which takes priority over the global Excluded Addresses list.
Answer: B,C
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 # 51
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 installments beginning in the month the products are sold. The admin needs to configure Sales Good to accommodate the new pricing term and to help the finance department forecast easily.
What should the consultant recommend to meet the requirement?
- A. Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales.
- B. Use Revenue Schedules to capture installment payment plan details for each Product.
- C. Add a custom field to the Quotes object to capture the number of installments,
- D. Create a Process Builder to create an Order for each installment payment.
Answer: B
Explanation:
Explanation
Revenue Schedules are a feature that allow users to track the revenue and quantity of products over time, such as for subscription or installment payments. Revenue Schedules can be enabled for any product that has a schedule type of Revenue or Quantity, and they can be customized to match the payment terms of each opportunity. By using Revenue Schedules, Universal Containers can capture the installment payment plan details for each product, such as the number of installments, the amount per installment, and the frequency of installments. This can help the finance department forecast the revenue and cash flow from each opportunity more accurately.
NEW QUESTION # 52
Sales management at Northern Trail Outfitters (NTO) would like to track the following information: * Number of open opportunities in the current quarter by sales representative * Number of closed opportunities in the last quarter by sales representatives What should a consultant recommend to meet these requirements?
- A. Create a dynamic dashboard
- B. Create a summary report with cross filters
- C. Create an analytic snapshot
- D. Create a joined report
Answer: A
NEW QUESTION # 53
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
- A. Assign the Sales Cloud Einstein permission set.
- B. Add the Lead Score field to the Lead Page layout.
- C. Assign the Einstein Lead Scoring permission set.
- D. Add the Lead Score field to the Lead List View.
Answer: A,B
NEW QUESTION # 54
Cloud Kicks has a multi-phase selling process where every sales stage corresponds with a phase in the process. The first phase is preliminary qualification, where Opportunities should not contribute to Cloud Kicks' forecast. Which two actions should be taken to ensure that Opportunities do not contribute to Cloud Kicks' forecast during the first stage? Choose 2 answers
- A. Require sales staff to enter $0 for the Opportunity amount
- B. Assign probability to the first sales stage.
- C. Configure the first stage with the omitted forecast category.
- D. Require sales staff to enter for the Opportunity probability.
- E. Override the forecast to be $0 for first stage Opportunities
Answer: B,C
NEW QUESTION # 55
Cloud Kicks (CK) has an external enterprise resource planning (ERP) system that stores product order information. CK wants to view those orders as a related list on the account record in real time.
Which best practice should the consultant recommend?
- A. Create a Lightning component, and get the real-time product order information from ERP using REST integration.
- B. Create external object product onto" information in Salesforce, run a nightly batch to get details from ERP, and add the external object as a related fist on the Account.
- C. Implement Salesforce-to-Salesforce to get real-time product order information, and add it as a related list on the Account.
- D. Implement Salesforce Connect and an external object to get real-time product order information, and add the external object as a related fist on the Account.
Answer: D
Explanation:
Explanation
Salesforce Connect is a feature that allows users to access and view data from external sources in real time, without copying or syncing the data into Salesforce. An external object is a special kind of custom object that maps to a data source outside Salesforce, such as an ERP system. By implementing Salesforce Connect and an external object, CK can view the product order information from the ERP system as a related list on the account record, without storing or updating the data in Salesforce.
NEW QUESTION # 56
Cloud Kicks (CK) maintains products and price books on an external platform due to the high frequency of pricing changes to products. CK has a B2B license. Sales managers want to monitor pipeline by sales rep and territory, report on team revenue to goal, and view order status an Salesforce.
What are two actions the consultant should take to meet the requirements?
Choose 2 answers
- A. Implement Opportunity Teams and Opportunity Splits
- B. Enable Optional Price Books for Orders.
- C. Use opportunities and enable Forecasts
- D. Import products and price books from the external platform.
Answer: A,B
NEW QUESTION # 57
The Sales Manager at Cloud Kicks has asked an analyst to create a report when Opportunities reach a certain stage with an amount equal to $100,000 dollars. The analyst saves the report to the sales team's subfolder called Big Deals. The Big Deals folder is a subfolder of the sales team folder, with View access to the Sales Manager roles. The Sales Manager wants to subscribe to the report.
Which permission does the Sales Manager need in order to subscribe to the report created by the analyst?
- A. Chatter Subscribe to Reports permission
- B. Subscribe to Reports: Set Running User permission
- C. Subscribe to Reports: Run Reports permission
- D. Subscribe to Reports permission
Answer: A
NEW QUESTION # 58
A Sales Rep at Cloud Kicks has a requirement to have access to all child Accounts of the Accounts they own. The Organization-wide Default setting for Account is private. What happens if a user has access to a parent Account?
- A. Access can be granted by setting up a sharing rule via Account Hierarchy.
- B. The user will access to All Accounts if "Grant Access using Hierarchies" is enabled.
- C. Access to child Account will need to be manually added.
- D. The user will have access to child Account records.
Answer: D
NEW QUESTION # 59
The consultant at Cloud Kicks has successfully implemented the Einstein Lead Scoring feature, and now wants to measure its effectiveness and track lead conversion rates.
Which three standard dashboards are available?
Choose 3 answers
- A. Lead Score Distribution
- B. Lead Scores by Created Date
- C. Average Lead Score by Lead Source
- D. Conversion Rate by Lead Source
- E. Conversion Rate by Lead Score
Answer: A,D,E
NEW QUESTION # 60
Cloud Kicks has a private sharing model on Accounts. Account Executives need to ensure that Business Development Users can qualify marketing Opportunities on their accounts. There can be different Business Development Users for a given opportunity. Sales Management needs to be able to report on which Business Development Users are assigned to opportunities. What should the Consultant recommend to the Account Executives?
- A. Share Accounts with Business Development Users
- B. Add Business Development Users as Opportunity Team members with a role that grants read/write access
- C. Share Opportunities with Business Development Users by granting read access to Opportunities in their portfolio
- D. Add Business Development Users as Account Team members with a role that grants Modify All access.
Answer: B
NEW QUESTION # 61
The sales manager at a company has noticed that sales teams are having trouble understanding who should an Opportunity. Sales teams base their sales Opportunities on assignments to specific ZIP codes.
Which solution should the consultant recommend?
- A. Territory Management
- B. Sharing Rules
- C. Account Teams
- D. Sales Cloud Einstein
Answer: A
NEW QUESTION # 62
Universal Containers wants to implement a website for a new product launch. The siteshould be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team.
Which solution should the consultant recommend?
- A. Customer Community
- B. Lightning Platform
- C. LightningComponents
- D. Salesforce Mobile Sites
Answer: A
NEW QUESTION # 63
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Salesforce CRT-251, also known as the Salesforce Certified Sales Cloud Consultant Exam, is a certification exam designed to test an individual's knowledge and skills in implementing and consulting on Salesforce Sales Cloud solutions. CRT-251 exam is intended for professionals who have experience in sales operations, sales management, or sales consulting, and are looking to validate their expertise in the field of Salesforce Sales Cloud.
Salesforce CRT-251 (Salesforce Certified Sales Cloud Consultant) Certification Exam is designed for professionals with experience in Salesforce Sales Cloud. CRT-251 exam tests the candidates' knowledge and skills in implementing Sales Cloud solutions that meet business requirements, configuring and managing Sales Cloud, and designing Sales Cloud solutions that align with best practices and industry standards. Salesforce Certified Sales Cloud Consultant certification exam is an excellent choice for professionals seeking to advance their careers in Salesforce Sales Cloud and demonstrate their expertise to employers and clients.
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