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Salesforce CRT-251 is a globally recognized certification exam designed for professionals who want to demonstrate their expertise in sales cloud implementation and optimization. Salesforce Certified Sales Cloud Consultant certification exam is specifically designed for individuals who have experience in sales cloud solution design, implementation, and optimization. The Salesforce CRT-251 certification exam is designed to validate your knowledge and skills in sales cloud implementation, configuration, and management.
Salesforce CRT-251 Certification Exam is a proctored exam that consists of 60 multiple-choice questions. Candidates have 105 minutes to complete the exam, and they must score at least 68% to pass. CRT-251 exam covers topics such as Sales Cloud implementation, Sales Cloud configuration, Sales Cloud automation, Sales Cloud analytics, and Sales Cloud integration. CRT-251 exam is available in English, Japanese, and Portuguese.
NEW QUESTION # 48
Cloud Kicks requires its sales reps to 90 through an internal certification process on myTrallhead before they add specific groups of Products to Opportunities.
Which two solutions should be used to validate that sales reps have completed the myTrailhead badge?
Choose 2 answers
- A. Use a Process Builder process on Products marked as requiring the myTrallhead badge to automatically share the Products with sales reps who have completed the badge.
- B. Use a separate once book for the Products requiring the myTrailhead badge and only share the once book with sales reps who have completed the badge-
- C. Use a validation rule on Opportunity Products to prevent a sales rep from adding Products marked as requiring the myTrailhead badge if the rep has yet to complete the badge.
- D. Use a validation rule on Products marked as requiring the myTrailhead badge to prevent those Products from being added to an Opportunity.
Answer: A,C
NEW QUESTION # 49
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
- A. Create an Account sharing rule to grant Read/Write access to all Accounts
- B. Change Account organization-wide defaults to Public/Read-Only.
- C. Enable Account Teams to allow opines to grant Read/Write access.
- D. Change Account organization-wide defaults to Private.
Answer: B,C
Explanation:
Explanation
Changing the Account organization-wide defaults to Public/Read-Only will allow reps to view any Account but not edit them. Enabling Account Teams will allow owners to grant Read/Write access to specific reps who are responsible for those Accounts. This will ensure that only the relevant reps can edit the Accounts they are assigned to1
NEW QUESTION # 50
The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts and wants to merge them.
What should the consultant explain to the team about merging Person Accounts?
- A. They can be merged with any type of Account.
- B. They can be merged with contact records.
- C. They can be merged with other Person Accounts.
Answer: C
Explanation:
In Salesforce, Person Accounts are designed to represent individual customers rather than businesses. When it comes to managing duplicates, Person Accounts can only be merged with other Person Accounts. This is because Person Accounts have a unique structure that combines attributes of both Accounts and Contacts into a single record, making them incompatible for merging with standard Business Accounts or Contact records directly.
Here's a breakdown:
Merge Process for Person Accounts: Salesforce provides a native merging feature specifically for Person Accounts. This process allows duplicate Person Accounts to be combined, with the primary account retaining essential data while duplicates are consolidated.
Limitations: Person Accounts cannot be merged with standard Business Accounts or standalone Contacts due to differences in record structure and usage.
For further guidance on merging Person Accounts, Salesforce provides instructions in the Merging Accounts documentation, which outlines how to use the merge feature specifically for Person Accounts.
NEW QUESTION # 51
At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assigned sales ops specialist and sales engineer have access to the correct Accounts. The organization wide defaults (OWO) for Contact are set to 'Controlled by Parent', Which solution should the consultant recommend to meet this requirement?
- A. Set up Account Teams with defaults for each sales rep.
- B. Use Apex Managed Sharing to automatically share any new Contacts.
- C. Add the Sharing button to the page layout so sales reps can share Contacts as needed.
- D. Change the Contact OWD to Private and create sharing rules to grant visibility.
Answer: A
NEW QUESTION # 52
Which two actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? (Choose two.)
- A. Establish a stakeholder committee and meeting schedule.
- B. Ensure the project key performance indicators are profitable.
- C. Create scheduled dashboard to be sent weekly to all stakeholders.
- D. Acquire the client stakeholder's key performance indicators.
Answer: A,D
NEW QUESTION # 53
A Lightning for Outlook layout can be assigned to which two options? (Choose two.)
- A. Role
- B. Profile
- C. User
- D. Team
Answer: B,C
NEW QUESTION # 54
Universal Containers is analyzing data to identify gaps and wants to know which Accounts with open Opportunities are missing Contacts.
Which feature should a consultant recommend building this report?
- A. Custom filter
- B. Custom report type
- C. Cross filter
- D. Joined report
Answer: C
Explanation:
Explanation
This answer will allow CK to build a report that shows Accounts with open Opportunities that are missing Contacts, by using a cross filter to filter Accounts by related objects. A cross filter can show records that have or do not have related records, such as Accounts without Contacts. Official References: [Cross Filters]
NEW QUESTION # 55
The sales director at Cloud Kicks wants to enable Person Accounts in its org. The sales director asked a consultant to evaluate the solution and present it to the sales team.
What should the consultant consider when evaluating Person Accounts?
- A. Enabling Person Accounts requires a Public Read/Write sharing model,
- B. Enabling Person Accounts is irreversible.
- C. Person Accounts must have at least two record types.
Answer: B
Explanation:
Person Accounts in Salesforce are a specialized account type that represents individual customers rather than businesses. A critical consideration is that enabling Person Accounts is irreversible; once activated, this setting cannot be turned off. Therefore, it's essential to carefully evaluate and understand the implications before enabling Person Accounts, as it permanently impacts data model configurations and potentially other features within the org.
For more details on the considerations for enabling Person Accounts, see: Person Accounts Overview and Considerations.
NEW QUESTION # 56
The Contact Us form on the Cloud Kicks website creates leads that sales reps need to contact in a timely manner. The VP of sales wants to know when the lead status is still new a day after the lead was created. Sales reps want a simple way to contact these leads.
Which action should the consultant take to meet the requirements?
- A. Create a dynamic report with a filter where "Lead created date is equal to TODAY" and "Status equals new",
- B. Create a Lead list view filtered for "Lead created date not equal to TODAY" and "Status equals new".
- C. Create a Lead escalation rule with criteria "Lead created date not equal to TODAY" and "Status not equal to new".
Answer: B
NEW QUESTION # 57
Cloud Kicks wants to improve its Return On investment (ROI) by creating intelligent processes built on trusted, targeted dat a. What are two justifications for using third-party data enrichment tools? Choose 2 answers
- A. To survey prospects on post-purchase of competitors' products
- B. To monitor customers' and prospects' NPS score with their customers
- C. To enrich customer data signaling intent to purchase
- D. To create customer segment with personas and scoring
Answer: B,C
NEW QUESTION # 58
Cloud Kicks has completed the discovery stage, and leadership has aligned on the project's business goals.
What should the consultant formalize with stakeholders before moving to the next project stage?
- A. Define key metrics to identify how success will be measured.
- B. Create user stories to present for prioritization.
- C. Develop wireframes to visualize the product end state.
- D. Onboard team members to start development of the solution.
Answer: A
NEW QUESTION # 59
It is challenging for the sales operations team to provide Universal Containers with accurate and insightful reports due to the poor quality and high volume of Account, Contact, and Lead data. As the team performs data cleansing, productivity has been impacted, leading to Inefficiency and low adoption.
What should the consultant do first?
- A. Create a data management plan and a data quality dashboard.
- B. Use Duplicate Rules to identify and report data quality issues.
- C. Install and configure a data cleansing app from AppExchange.
Answer: A
Explanation:
The first step to addressing poor data quality and high volume issues is to create a data management plan and a data quality dashboard. A data management plan outlines the processes and responsibilities for maintaining data quality, including data cleansing and validation procedures. A data quality dashboard provides visibility into data quality issues, helping the team monitor and address them proactively. This approach helps improve data accuracy and enables the sales operations team to produce more reliable and insightful reports, enhancing overall efficiency and adoption.
References:
* Data Quality Management
* Creating Data Quality Dashboards
NEW QUESTION # 60
Sales director at Northern Trail Outfitters (NTO) cannot see or update their teams forecasts. Sales representatives are constant asked to provide the directors with their updated forecast information. Which two methods should NTO use to correct how forecasts are managed? Choose 2 answers
- A. Create a forecast hierarchy and assign managers to the forecast manager role.
- B. Configure weekly customized forecast reports and dashboards to be emailed to sales management.
- C. Enable override forecast permissions in the Manager's profile.
- D. Create a forecast Chatter groups where sales representatives can post and share their forecasts.
Answer: A
NEW QUESTION # 61
Northern Trail Outfitters (NTO) uses channel partners for selling and servicing its products. As volume of leads has increased, NTO has noticed a decrease in satisfaction from partners on the quality of leads and a noticeable decrease in the lead conversion rate. What should the consultant suggest in order to increase partner satisfaction with the leads being shared?
- A. Create a custom lead score field to assess lead quality and assign the leads that exceed the score to partners
- B. Use the lead Score on the find duplicates button and assign the leads with a score in the high category
- C. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners
- D. Create multiple validation rules to ensure that all fields on the lead record are populated with data
Answer: A
NEW QUESTION # 62
Cloud Kicks has two sales divisions: a franchise sale division and a public sales division. The sales representatives for each division have their own user profiles and person Accounts. The franchise sales division sales representatives cannot create person Accounts, and they should only be able to set up franchise Accounts. What should the Consultant recommended to meet this requirement?
- A. Remove person Account record types from the franchise sales division's sales representative user profile
- B. Utilize Divisions to hide person Account from the franchise sales division's sales representative user profile
- C. Ensure that the "Disable Person Accounts" permission on the franchise sales division's sales representative user profile is checked
- D. Hide the Person Account checkbox from the franchise sales division's sales representative user profile through Field-level Security.
Answer: A
NEW QUESTION # 63
When custom fiscal year is enabled, which two statements apply? (Choose two.)
- A. The custom fiscal year automatically updates product schedules.
- B. The custom fiscal year setting cannot be disabled.
- C. The defined custom fiscal year only affects forecasts.
- D. The custom fiscal year must be defined manually.
Answer: B,D
NEW QUESTION # 64
The sales department at cloud kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship.
Which solution should the consultant recommend?
- A. Use a junction object between the Opportunity and Contact.
- B. Add a contact lookup Meld to the Opportunity.
- C. Use Contact roles on the Opportunity object.
- D. Add a multi-select picklist field on the Opportunity object.
Answer: C
Explanation:
Contact roles on the Opportunity object allow sales executives to identify the contacts who are involved in the sales process and their roles, such as decision maker or influencer4. This helps sales executives prioritize their interactions with existing contacts and track their influence on the opportunity.
NEW QUESTION # 65
Sales Management at Cloud Kicks has noticed that the Quote amount on Opportunities does not match the Opportunity amount. Which two actions should the Consultant recommend to resolve this issue? Choose 2 answers
- A. Add the Syncing checkbox to the Quotes related list.
- B. Add a Sync button to the Page Layout.
- C. Build a Workflow rule to update the Opportunity Amount with a Grand Total Value on the Quote Record.
- D. Build a formula field on Opportunity to roll up Total Value from the Quote Record.
- E. Add a global action to sync the Quote with the Opportunity.
Answer: A,B
NEW QUESTION # 66
Cloud Kicks has 12 stages m its sales process. The probability of winning the sale must be indicated. The sales manager uses sales stages and probability for forecasting. The sales manager wants a condensed summary of the forecasts without affecting the sales team.
Which approach should a consultant recommend to streamline forecast reporting?
- A. Align opportunity stages with probability and use collaborative forecasts for reporting.
- B. Create a custom object to be used in forecast reporting.
- C. Reduce the number of opportunity stages and report on probability.
- D. Align forecast categories to multiple opportunity stages and report on forecast category.
Answer: D
NEW QUESTION # 67
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
- A. Implement sales processes that map to each Opportunity record type.
- B. Create Opportunity record types for each product line.
Answer: A,B
Explanation:
* Implementing sales processes that map to each Opportunity record type and creating Opportunity record types for each product line are the two actions that can meet these requirements. A sales process is a set of stages that represent the steps in your sales cycle for a specific product line or business unit.
An Opportunity record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. By creating Opportunity record types for each product line and mapping them to different sales processes, sales reps can follow the product-specific sales cycle once they qualify a prospect.
NEW QUESTION # 68
Sales reps at Cloud Kicks are responsible for creating leads manually and uploading leads. The marketing department has noticed that some leads are missing important information.
Which functionality should the consultant apply to ensure that the main fields are populated?
- A. Required fields
- B. Screen flows
- C. Path with key fields
Answer: A
NEW QUESTION # 69
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