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Salesforce CRT-251 Dumps

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Total 231 questions
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Salesforce Certified Sales Cloud Consultant (SP23) Questions and Answers

Question 1

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?

Options:

A.

Use Contact roles on the Opportunity object.

B.

Add a contact lookup Meld to the Opportunity.

C.

Add a multi-select picklist field on the Opportunity object.

D.

Use a junction object between the Opportunity and Contact.

Question 2

Cloud Kicks (CK) needs to determine the effectiveness of a recent marketing campaign on new leads' quality. CK is using Einstein Lead Scoring,

Which solution should the consultant recommend?

Options:

A.

Create a custom object to track the Lead Score and relate it to the Lead.

B.

Create a custom score field to capture the marketing Campaign's quality.

C.

Add the Lead Score component to the Lead Detail page.

D.

Specify a default score of the leads added to the Campaign.

Question 3

The project is almost finished, and now it’s time to test the changes and updates that

have been made before go-five. Cloud Kicks does not have a Partial or Full Sandbox.

How should the consultant recommend testing be conducted?

Options:

A.

Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases.

B.

Create test Accounts and Opportunities in Production and ask volunteers to test it with use cases.

C.

Create a new Developer Edition org, populate it with data, and ask volunteers to test it with use cases.

D.

Create a new Sandbox and ask volunteers to test it with use cases.

Question 4

The Cloud Kicks admin is planning to deploy new functionality as part of its quarterly update process. The consultant has recommended completing the update outside of business hours to avoid impacting users.

Where should the consultant direct the admin to check for scheduled system maintenance?

Options:

A.

Company Profile

B.

Trailblazer Community

C.

Trailhead

D.

Salesforce Trust

Question 5

Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts. The organization-wide default for Accounts is Private.

Which two factors should the consultant consider when updating the sales territories and Account owners?

Choose 2 answers

Options:

A.

The organization-wide default should be set to Public before the update can be performed.

B.

The Salesforce Platform can update up to 200 accounts at a time.

C.

The data update will cause sharing recalculations and should be completed during off-peak hours.

D.

The team can defer sharing calculations to decrease the risk of lock errors during the data update.

Question 6

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.

Question 7

Cloud Kicks uses .pdf documents in Sales Cloud to help the sales team learn about new products. Which feature should a consultant recommend to store these documents?

Options:

A.

Files sync

B.

Salesforce Files

C.

Document lists

D.

Salesforce Knowledge

Question 8

Northern Trail Outfitters (NTO) wants to expand its use of Salesforce and start tracking orders on accounts. NTO has hired a consultant to complete the project.

Which two considerations should the consultant take into account when implementing sales orders'

Choose 2 answers

Options:

A.

Order line items can be added or removed after an order is activated.

B.

Products have to be manually added to a cloned order.

C.

Contract Number is a required field on the order page layout.

D.

Organization-Wide defaults must be set to Controlled by Parent.

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.

Question 13

The sales manager at a company has noticed that sales teams are having trouble understanding who should an Opportunity. Sales teams base their sales Opportunities on assignments to specific ZIP codes.

Which solution should the consultant recommend?

Options:

A.

Sharing Rules

B.

Territory Management

C.

Account Teams

D.

Sales Cloud Einstein

Question 14

At Universal Containers, in addition to the sales team, support reps are sometimes eligible for commissions. When support reps are involved in a deal, they should receive a credit of 15% of the revenue.

What should the consultant consider when designing a revenue sharing solution?

Options:

A.

Revenue splits are required in order to use overlay splits.

B.

Overlay splits Allocated on art Opportunity can total any percentage.

C.

Overlay splits can be assigned to any user with the appropriate profile.

D.

Revenue splits allocated on an Opportunity can total any percentage.

Question 15

The admin at Cloud Kicks needs to understand the adoption of Salesforce Files and multi-factor authentication.

What should a consultant recommend analysing adoption?

Options:

A.

Review the Setup Audit Trail.

B.

Create a report for the Login History object.

C.

Run the Salesforce Optimizer.

D.

Open the Lightning Usage App.

Question 16

A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that

has a public sharing model for Accounts. Different sales reps own local Accounts that create a

multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities

and the revenue value for all Accounts in the hierarchy when viewing 2 Parent Account.

Which recommendation meets this requirement?

Options:

A.

Configure an after-save flow to update a custom field on the parent Account with the

total value of opportunities from the child Accounts.

B.

Create a Roll-Up Summary field on the parent Account with the total value of won Opportunities from the child Accounts

C.

Create a workflow rule to update the custom field on the parent Account with the total value of won Opportunities from the child Accounts

D.

Use the View Account Hierarchy option and include a custom Roll-Up Summary field with the total value of won Opportunities in the displayed columns.

Question 17

Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points. Which three approaches should a consultant use to learn about and empathize with the customer?

Choose 3 answers

Options:

A.

Embodying

B.

Shadowing

C.

Interviewing

D.

Role Playing

E.

Leading Workshops

Question 18

Cloud Kicks likes to have its supervisors coach the consultants based on the call transcripts.

Which Salesforce product should the consultant recommend?

Options:

A.

Salesforce Service Cloud

B.

Salesforce native CTI Connector

C.

Salesforce High Velocity Sales

D.

Salesforce Sales Cloud

Question 19

Universal Containers wants to set up Einstein Activity Capture for Microsoft to allow automatic syncing of sales reps" Person Accounts with Microsoft contacts and vice versa.

Which consideration should the consultant be aware of?

Options:

A.

Lightning Sync works in conjunction with Einstein Activity Capture.

B.

Einstein Activity Capture is supported in the Salesforce Classic interface.

C.

New Person Accounts should be created in Microsoft and synced to Salesforce.

D.

New Person Accounts should be created in Salesforce and synced to Microsoft.

Question 20

The Universal Containers management team wants to help sales reps determine the nght time to contact prospects.

What should the consultant recommend to meet the requirement?

Options:

A.

Implement Sales Dialer and begin cold calling leads to request availability.

B.

Create a formula field to determine the prospects time zone.

C.

Configure Einstein Lead Scoring to determine the best time to make contact.

D.

Enable Email Tracking with reporting and activity timeline.

Question 21

A consultant has completed the Build and Validate phases of a Sales Cloud implementation at Cloud Kicks.

Which step should the consultant complete next?

Options:

A.

Upgrade to the latest Salesforce Release.

B.

Sign off on the statement of work.

C.

Deliver training.

D.

Complete a post-mortem.

Question 22

Cloud Kicks just deployed Sales Cloud globally and wants to make sure that all of its users are using Salesforce. How should the consultant determine if all regions are using Salesforce?

Options:

A.

Assign all users to a region, build a report using user login history, and filter on region.

B.

Create an Opportunity report per region, filtering by User.

C.

Ask each regional sales manager to run the standard User Adoption report.

D.

Install Salesforce Adoption Dashboards from the AppExchange and use the region chart.

Question 23

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

Options:

A.

Change Account organization-wide defaults to Private.

B.

Change Account organization-wide defaults to Public/Read-Only.

C.

Create an Account sharing rule to grant Read/Write access to all Accounts

D.

Enable Account Teams to allow opines to grant Read/Write access.

Question 24

Norther Trail Outfitters wants to migrate its Territory Management to a new structure for the upcoming fiscal year,

What are two aspects a consultant should consider for this migration?

Choose 2 answers

Options:

A.

Access to a territory model is controlled through profiles or permission sets.

B.

Territories can inherit assignment rules from other territories higher in the model.

C.

Only one territory model can be active at any given time.

D.

Territory user assignments are migrated to the new model.

Question 25

Universal Containers is migrating data from a legacy system into Salesforce.

Which two considerations should a consultant take into account when importing Campaign Members?

Choose 2 answers

Options:

A.

Leads, Contacts, and Business Accounts can be Campaign Members.

B.

The Marketing User feature license must be assigned.

C.

The Campaign ID is required in the import file.

D.

The Status of the Campaign Member is optional.

Question 26

The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK's management wants the sales team to follow two different lead qualification processes before converting the Lead into an opportunity.

Which three actions should a consultant recommend to meet this requirement?

Choose 3 answers

Options:

A.

Create retailer and distributor lead processes.

B.

Create a new profile and only assign one lead record type to it.

C.

Add leads to different campaigns based on lead type.

D.

Create Status picklist values specific to each lead type.

E.

Create distributor and retailer lead record types.

Question 27

Cloud Kicks’ sales productivity is on the decline, while its competitors are more

successful. The consultant has suggested Einstein Opportunity Insights.

Which three insights can this provide?

Choose 3 answers

Options:

A.

Opportunity Representative Score

B.

Sentiment Analysis

C.

Follow-up Reminders

D.

Deal Prediction

E.

Key Moments

Question 28

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?

Options:

A.

Utilize an application from the AppExchange.

Question 29

Cloud Kicks has enabled multi-Currency in its organization. All the rates are set.

What will happen if the exchange rates are adjusted?

Options:

A.

All newly closed opportunities will use the new conversion rate.

B.

Opportunities created this month will use the new conversion rate and old opportunities will remain the same.

C.

New opportunities will use the new conversion rate and old opportunities will remain the same.

D.

All opportunities with conversion rates will use the new rate.

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Total 231 questions
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