Salesforce Sales Cloud Consultant CRT-251 Questions & Answers

• Question 21:

  A consultant is working with a client to implement Territory Management and Collaborative Forecasting. The client has signed off on the solution design document.

  Which three steps should the consultant take during the Build stage to ensure a successful implementation? Choose 3 answers

  A. Demonstrate how the application works.

  B. Configure the application in a sandbox.

  C. Clone feature metadata to production.

  D. Communicate the anticipated live date.

  E. Develop training material.

  Correct Answer: ABD

• Question 22:

  Universal Containers wants to automatically add emails and events that sales reps send and receive from Gmail to the activity timeline of related records.

  What should the consultant recommend to meet the requirement?

  A. Gmail for Salesforce

  B. Marketing Cloud Journeys

  C. Email to Lead

  D. Einstein Activity Capture

  Correct Answer: D

• Question 23:

  Cloud Kicks needs to quickly look up Contacts, Accounts, and Opportunities and easily log calls. The team wants access to customer information while out of the office, and without an internet connection, because of limited coverage in certain geographic areas.

  Which two steps should the consultant take to create a solution? Choose 2 answers

  A. Enable caching and Offline Edit

  B. Enable Mobile SDK

  C. Enable Salesforce Inbox

  D. Salesforce mobile app

  Correct Answer: BD

• Question 24:

  Northern Trail Outfitters (NTO) wants to record information about its conferences and attendees. Some customers attend multiple NTO conferences. What should the consultant recommend if NTO desires to present this data on the contact layout using the standard configuration?

  A. Utilize Campaigns for conferences and a custom object to record attendee information

  B. Create a custom object for conferences and a custom object to record attendee information

  C. Create a custom object for conferences and a custom lookup field to conferences on Contacts

  D. Utilize Campaigns for conferences and add Campaign Members to record attendee information.

  Correct Answer: D

• Question 25:

  Universal Containers' (UC) sales reps have said there are too many reports and dashboards that are unrelated to their roles which makes it hard to find what is important to them.

  What should a consultant recommend that UC use to solve this issue?

  A. Custom report types

  B. Enhanced Folder Sharing

  C. Dashboard Filters

  D. Prioritize private folders

  Correct Answer: C

• Question 26:

  Universal Containers uses a web-to-lead form to collect leads from its corporate website. Sales representatives want to prioritize their time on high-quality leads.

  Which option should the consultant recommend?

  A. Enable Sales Cloud Lead Scoring.

  B. Create a list view to filter leads with a Lead Source of "Web."

  C. Create a dashboard to locate and track high quality leads.

  D. Validate data entered in the web-to-lead form.

  Correct Answer: B

• Question 27:

  Northern Trail Outfitters wants a visual representation in the Salesforce Mobile App of each account's sales by month. What should be recommended ?

  A. Embed a chart on the account page ; no other customization is needed.

  B. Create a dashboard component and use a Chatter feed on the account in Salesforce.

  C. Embed a chart on the account page and use custom link to filter by account

  D. Create a Visualforce page with an embedded chart component for each account

  Correct Answer: A

• Question 28:

  A consultant is preparing for a Sales Cloud deployment at Universal Containers. Which two best practices should the consultant follow to make user training effective? Choose 2 answers

  A. Choose one training modality to simplify the user experience.

  B. Conduct hands-on training for users in production.

  C. Provide user training based on relevant business scenarios.

  D. Include a user training milestone in the implementation plan.

  Correct Answer: AC

• Question 29:

  Northern Trail Outfitters has organization-wide defaults set to private. Sales representatives own the accounts and want to collaborate with relevant people from other departments.

  A. marketing and finance). Collaborating team members must be able to access and report on relevant data. Which two solutions should be recommended?

  B. Use Opportunity team to share records to relevant people

  C. Use manual sharing on account to share specific record.

  D. Use Chatter to share records with relevant people

  E. Use account team to share records with relevant people

  Correct Answer: AD

• Question 30:

  Northern Trail Outfitters (NTO) manages opportunity forecasts using the standard forecast categories in Salesforce customizable forecasting. Each sales stage is aligned with a forecast category. When reviewing the forecast, NTO wants the roll-up of just the opportunities that are in pipeline, best case, and commit. What number in the forecast would provide NTO with the appropriate information?

  A. Pipeline + Closed/Won

  B. Pipeline + Best Case

  C. Pipeline

  D. Pipeline + Commit

  Correct Answer: B