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Ace Your CRT-251 Salesforce Cloud Consultant Exam

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Total 234 questions

Salesforce Certified Sales Cloud Consultant (SP23) Questions and Answers

Question 9

Access to opportunities at Cloud kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.

What are two actions a consultant can take to meet the requirement? Choose 2 answers

Options:

A.

Set opportunity access on the role to View All opportunities associated with their accounts.

B.

Set organization-wide defaults for opportunities to Private.

C.

Set Territory Management to grant Read access to opportunities owned by others.

D.

Set organization-wide defaults for opportunities to Public Read-Only.

Question 10

Cloud Kicks needs to implement a group of Campaigns that are related to a specific marketing initiative to report on success.

What should a consultant recommend to meet the requirement?

Options:

A.

Create a custom Campaign Purpose field.

B.

Create a custom Campaign Group object.

C.

Use the existing Parent Campaign field.

D.

Use a Marketing dashboard from the AppExchange.

Question 11

Cloud Kicks’ (CK) VP of technology wants to start using Salesforce for all the sales

team’s automation. CK migrated 70 million records from a legacy database to the datawarehouse that will be synced with Salesforce. CK wants to search and cross-reference records

with the original source database. What should a consultant recommend meeting this

requirement?

Options:

A.

Use the standard External ID field and map this to the source record ID value.

B.

Use a custom External ID field and map this to the source record ID value.

C.

Use the standard External ID field and map this to the Salesforce record ID value.

D.

Use a custom field named External ID and map this to the Salesforce record ID value.

Question 12

The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current.

What should the consultant recommend to maintain current Account information?

Options:

A.

Build a weekly data update from in-house systems to refresh data in Salesforce.

B.

Email the contacts and leads to obtain their current information.

C.

Enable Automated Account Fields in Setup.

D.

Use third-party data to update and add records to Salesforce.

Page: 3 / 7
Total 234 questions