Latest Success Metrics For Actual CRT-251 Exam (Updated 234 Questions)
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NEW QUESTION # 135
The sales director at Universal Containers is concerned the percentage of all Opportunities marked Closed Won is lower than expected. The director wonders if sales reps are converting leads before enough information is known about the prospects.
Which two criteria should a consultant recommend to determine if a lead is qualified ?
Choose 2 answers
- A. The lead needs Universal Container's products and services.
- B. The lead works for a well-known company.
- C. The lead has submitted a written agreement to purchase.
- D. The sales rep believes there is a strong likelihood of a sale to this lead.
Answer: B,D
NEW QUESTION # 136
Cloud Kicks' global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. What are two use cases for enabling Advanced Currency Management that will allow the company to generate accurate reporting directly in Salesforce?
Choose 2 answers
- A. Show deal value in a user's default currency.
- B. Implement org-wide reporting that displays deal values appropriately.
- C. Adjust currency conversion dynamically based on a given date range.
- D. Adjust currency rates on a set schedule.
Answer: B,C
Explanation:
Explanation
Advanced Currency Management allows you to specify different conversion rates for different time periods, such as monthly or quarterly, and use them in reports and forecasts. This can help you generate accurate reporting that reflects the currency fluctuations over time. Org-wide reporting can also display deal values in different currencies based on the user's preference or the corporate currency. Verified References:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 14)
https://help.salesforce.com/s/articleView?id=sf.admin_currency.htm&type=5
NEW QUESTION # 137
A premier customer for Universal Containers needs access to confidential product roadmap information.
Which two steps should a sales representative take to securely send this information using content delivery?
Choose two answers.
- A. Require the customer to enter a password to view the content.
- B. Require the recipient to log into Salesforce to access the content.
- C. Require the customer to enter a security token to download the content.
- D. Remove access to content after a specified date.
Answer: A,D
NEW QUESTION # 138
Cloud Kicks wants the sales operations team to be able to process customer credit card payments within Salesforce.
Which approach should the consultant recommend to meet this requirement?
- A. Create a flow to alert the finance team to manually charge the account.
- B. Utilize an application from the AppExchange
- C. Develop Apex to connect with the Authorized.net API.
- D. Schedule a nightly batch job to find and post daily charges
Answer: B
Explanation:
Utilizing an application from the AppExchange is the easiest and most secure way to process customer credit card payments within Salesforce. There are many applications that offer this functionality, such as Chargent, Stripe, or PayPal. These applications integrate with Salesforce and allow sales operations team to charge customers directly from their records, without having to write any code or store any sensitive data in Salesforce.
NEW QUESTION # 139
Universal Containers uses a custom object named "Analysis", which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones. What should a consultant recommend to meet this requirement?
- A. Create a Visualforce page.
- B. Create a custom object tab.
- C. Create a related list button.
- D. Create an Action.
Answer: B
NEW QUESTION # 140
The VP of Sales at Cloud Kicks wants to provide options to sales representatives for changing account or contract details for a created order.
Which two conditions should the consultant consider to meet this requirement?
Choose 2 answers
- A. The currency associated with the order can be different from the new contract.
- B. The price book associated with the order is also associated to the new account.
- C. The contract associated with the order is also associated to the new account.
- D. The order associated with the account should be in draft status.
Answer: C,D
NEW QUESTION # 141
Universal Containers' (UC) sales reps have said there are too many reports and dashboards which makes it hard to find what is important to them.
What should a consultant recommend that use to solve this issue?
- A. Enhanced Folder Sharing
Answer: A
NEW QUESTION # 142
Universal Containers wants to divide the revenue of the closed Opportunities between sales reps that worked on the deal. Additionally, on some deals, the sales reps work with technical sales managers and want a way to credit them for their support.
How should the consultant meet this requirement?
- A. Enable Opportunity Teams and ask Opportunity owners to add technical sales managers.
- B. Enable Opportunity splits, revenue splits for sales reps, and overlay splits for technical sales managers.
- C. Use adjustments in Collaborative Forecasting to attribute Opportunity revenue to each technical sales manager
- D. Create 2 formula field on the Opportunity to track revenue attributed to technical sales managers.
Answer: B
Explanation:
Explanation
This solution will meet the requirement by allowing Universal Containers to divide the revenue of the closed Opportunities between sales reps that worked on the deal and credit technical sales managers for their support.
Enabling Opportunity splits will allow sales reps to share credit for an Opportunity with other team members based on their contribution or involvement in closing a deal. Revenue splits will allow sales reps to divide a percentage of an Opportunity's amount among team members who helped generate revenue for that Opportunity. Overlay splits will allow sales reps to give credit to team members who provided assistance or support for that Opportunity without generating revenue directly.
NEW QUESTION # 143
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. Ensure that the "Disable Person Accounts" permission on the franchise sales division's sales representative user profile is checked
- C. Utilize Divisions to hide person Account from the franchise sales division's sales representative user profile
- D. Hide the Person Account checkbox from the franchise sales division's sales representative user profile through Field-level Security.
Answer: A
NEW QUESTION # 144
Cloud Kicks (CK) has two sales divisions: a franchise sales division and a public sales division. The sales reps for each division have different user profiles. The sales reps for the franchise sales division should only be able to set up Business Accounts.
What should the consultant recommend meeting this requirement?
- A. Use sharing rules to share Accounts between franchise and public divisions.
- B. Ask Salesforce Support to disable Person Accounts in CK's org.
- C. Remove Person Account Record Types from the franchise sales user profile.
- D. Ensure there are a minimum of two Record Types for Person Accounts.
Answer: C
NEW QUESTION # 145
To property plan for company growth. Cloud Kicks needs to track monthly revenue projections from the sales of its annual subscription service.
What should the consultant configure to support this reporting need?
- A. Opportunity products with monthly product Schedules
- B. Opportunity dashboard showing opportunities dosed each month
- C. Opportunity products with formula fields for each month's value
- D. Opportunity dashboard showing products sold each month
Answer: A
NEW QUESTION # 146
Universal Containers has automated the process of creating new account records in Salesforce. All account records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. Universal Containers is now seeing performance issues when it makes any changes to account sharing rules.
What can Universal Containers do to address the issue without changing its integration?
- A. Ensure that the generic user has NOT been assigned to a role.
- B. Ensure that the generic user has the Modify All Data permission.
- C. Contact Salesforce support to add an index to the account object.
- D. Set the organization-wide defaults for accounts to public read/write.
Answer: A
NEW QUESTION # 147
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. Implement Salesforce-to-Salesforce to get real-time product order information, and add it as a related list on the Account.
- 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. Create a Lightning component, and get the real-time product order information from ERP using REST integration.
- 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
NEW QUESTION # 148
In the last requirements meeting, Cloud Kicks team member mention that they will be taking the next week off for a conference. What should a Consultant do in response to this news?
- A. Set up two requirements workshops the following week
- B. Update the solution design while they are at the conference
- C. Have the client sign off on requirements and start the build
- D. Update the project plan and communicate it to all the stakeholders
Answer: D
NEW QUESTION # 149
The sales director at Universal Containers wants to ensure that a custom field on the Lead object is excluded from Einstein Lead Scoring.
How should the consultant meet the requirement?
- A. Omit the custom field from the scoring model.
- B. Clear the custom field's values on all records.
- C. Make the custom field Read-Only on all profiles.
- D. Exclude the custom field from all page layouts.
Answer: A
Explanation:
Explanation
This is how the consultant can meet the requirement of excluding a custom field from Einstein Lead Scoring.
Einstein Lead Scoring is a feature that uses artificial intelligence to assign scores to leads based on how likely they are to convert into opportunities. The scores are calculated based on a scoring model that analyzes various fields on leads and historical conversion data. Users can customize the scoring model by selecting or omitting fields that they want Einstein to consider or ignore when scoring leads. By omitting the custom field from the scoring model, the consultant can ensure that it does not affect the lead scores. Verified References:
[Customize Your Scoring Model]
NEW QUESTION # 150
Universal Containers is planning to migrate two million account records and 10 million contact records from its existing legacy CRM application to sales cloud.
Which solution should the consultant recommend?
- A. Partner tool
Answer: A
NEW QUESTION # 151
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