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Ace the Salesforce CRT-251 Exam: Ultimate Preparation Guide

Questions 31

Cloud Kicks recently launched Sales Cloud, Admins need to know the pages with the highest traffic.

Which option should a consultant recommend to meet this requirement?

Options:

A.

Install the Salesforce Adoption Dashboards package from AppExchange.

B.

Create a custom report based on Lightning Exit By Page Metrics.

C.

Create a custom report based on Lightning Usage By Browser Metrics.

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Questions 32

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

Options:

A.

Roles and record ownership

B.

Validation rules

C.

Monitoring changes and updates

D.

Naming and formatting

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Questions 33

The sales team at Cloud kicks Cloud has roughly 100 members. The sales director has requested that newly created reports be shared with the sales team.

How should the consultant efficiently share these reports?

Options:

A.

Create a report folder, add members in a specific profile, and share the Report folder.

B.

Create a report folder, add members in a specific Role, and share the Report folder.

C.

Create a report folder, add members to a Private Group, and share the Report folder.

D.

Create a report folder, add members in a specific Queue, and share the Report folder.

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Questions 34

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 35

The sales director of retail products at Cloud Kicks wants to allow cloning of orders to help sales reps process repetitive orders.

What are two guidelines to consider when cloning an order with products? Choose 2 answers

Options:

A.

A new order's currency or price book will remain the same If the original order has products.

B.

The admin will be able to set up which fields can be cloned to a new order.

C.

A cloned order must be associated with the same contract as the original order.

D.

A cloned order's start date must fall between the associated contract's start and end dates.

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Questions 36

The Cloud Kicks sales team collaborates on opportunities which help them close more deals. What should the consultant configure to allow contributing sales team members to share in the revenue from closed opportunities?

Options:

A.

Enable Opportunity Splits from Setup.

B.

Add the Opportunities to a Campaign

C.

Add the contributors to the Opportunity's Contact role related list.

D.

Create Quick Actions to create child Opportunities.

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Questions 37

A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account.

What should the consultant recommend to allow account owners to selectively share an account's contacts with opportunity owners?

Options:

A.

Add opportunity owners to the Opportunity Team and configure contact sharing.

B.

Transfer account ownership from themselves to the opportunity owner.

C.

Transfer contact ownership from themselves to the opportunity owner.

D.

Add opportunity owners to the Account Team and configure contact sharing.

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Questions 38

Cloud Kicks recently purchased Salesforce and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to54. forecasted amounts during the pipeline meetings is time consuming, and it's difficult to review all of the committed opportunities within the meeting time.

What should the consultant recommend to help make meetings more efficient while making real-time forecast updates?

Options:

A.

Use in-line editing to update the forecast amount for records.

B.

Modify many opportunities at one time in a list view.

C.

Only review non-committed opportunities during the meetings.

D.

Have reps use the Kanban view to move opportunities between stages.

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Questions 39

Cloud Kicks has 300,000 account records and 16 million invoices In a custom object with a master-detail relationship to the Account. Each account record takes a long time to display due to the rendering time of the invoice related list.

What should the consultant do to solve this issue?

Options:

A.

Enable Collapsible Sections for the Invoice related list

B.

Move the invoice related list to a separate tab on the Lightning page.

C.

Convert the Invoice object into a lookup relationship.

D.

Enable indexing on all visible fields on the invoice related list.

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Questions 40

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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Exam Code: CRT-251
Exam Name: Salesforce Certified Sales Cloud Consultant (WI24)
Last Update: Dec 14, 2024
Questions: 307

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