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Salesforce Certified Sales Cloud Consultant (Salesforce CRT-251) Test Questions and Answers? | SPOTO

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Question #1
Sales reps at Universal Containers have found that Leads they has been purchasing contain outdated and missing contact information.What should a consultant recommend to obtain current Lead contact information?
A. Use a company insights and data enrichment app from the AppExchange
B. Use Mass Delete to remove Leads with invalid data
C. Upload Marketing Cloud data on a daily basis for more complete information
D. Create a Web-to-Lead form with required fields
View answer
Correct Answer: A
Question #2
Universal Containers sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant products sales process. What solution should a consultant recommend to meet these requirements? Choose 2 answers
A. Create sales stages that align with opportunity record types
B. Configure opportunity record types for each sales process
C. Define sales processes to map to each opportunity record type
D. Define the default opportunity teams for each opportunity record type
View answer
Correct Answer: BC
Question #3
As part of a new Salesforce Knowledge implementation, Universal Containers would like to migrate articles from their current database. Which factor should a Consultant consider as part of the migration strategy?
A. Prepare a single
B. Verify that each article type has field-level security on all fields set to read-only prior to import, in order to prevent any loss of data
C. Ensure that each existing article type has a corresponding Salesforce Knowledge article type that matches it structure and content
D. Convert any articles containing HTML into plain text before importing because HTML is NOT support in any article field types
View answer
Correct Answer: C
Question #4
Northern Trail Outfitters has its sales support team enter new prospecting leads for sales representatives. Which three actions should be implemented to enforce data quality and accuracy once the new lead has been qualified and the opportunity has been created to track the deal? Choose 3 answers
A. Enable the lead conversion permission
B. Map custom fields to corresponding opportunity fields
C. Enable validation rules on the opportunity
D. Create an Apex trigger to perform data quality checks
E. Enable validation rules on the lead
View answer
Correct Answer: ABE
Question #5
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 Contract associated with the Order is also associated to the new Account
C. The Order should be in Draft Status
D. The price book associated with the Order is also associated to the new Account
View answer
Correct Answer: BC
Question #6
The Cloud Kicks sales team can create leads for both business and individual customers. Person accounts have been enabled in its Salesforce org.How can the consultant ensure that Leads are converted into either a business account or a person account where appropriate?
A. Populate the Company field with "Person'',
B. Leave the Company field blank
C. Create separate record types for business account leads and person account leads
D. Check the person account checkbox on the lead
View answer
Correct Answer: B
Question #7
Northern Trail Outfitters (NTO) has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a dedicated sales engineer. The sales engineer will need access to their assigned sales representative accounts and opportunities. What should a consultant recommend to meet this requirement?
A. Enable account teams and have each sales representative configure their default teams
B. Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers
C. Create criteria-based sharing rules to share the accounts and opportunities with sales engineers
D. Create a trigger to add the sales engineers to their sales representative account and opportunity teams
View answer
Correct Answer: A
Question #8
Universal Containers would like to associate some contacts with more than one Account (e.g., a contact is an employee of one account and on the boards of several other Accounts). What solution should a consultant recommend to meet this requirement?
A. Associate the contact to other account using lookup field
B. Clone the contact record and add to the 2nd account
C. Add the contacts to the partner related list on the second Account
D. Enable Contact to multiple Accounts feature
View answer
Correct Answer: D
Question #9
Universal Containers (UC) needs to invoke a process on an external system (NOT in Salesforce) whenever cases are created or updated by Contact center agents. UC does NOT want to use any customized code to accomplish this. Which solution should a Consultant recommend?
A. Workflow-driven outbound messaging
B. Scheduled batch Apex processing job
C. Visualforce page APEX SOAP async callout
D. RESTful services with GET, POST, or PUT
View answer
Correct Answer: A
Question #10
The executive sponsor at Northern Trail Outfitters wants Salesforce users to know when other users are out of office leveraging Chatter functionality.What should the consultant recommend'
A. Create an Out of Office group and add users to it
B. Enable Set Out of Office Messages on the user profile
C. Create a form in Flow Builder to post Chatter notifications on records
D. Implement an email integration to post automatic Chatter notifications
View answer
Correct Answer: B
Question #11
A case is created from a web form. If no active assignment rules exist, who will be assigned ownership?
A. Default Case Owner
B. Default Workflow User
C. System Administrator
D. Automated Case User
View answer
Correct Answer: A
Question #12
Northern Trail Outfitters has two sales divisions; ?An individual sales division, and ?A business sales division The Sales representatives for each division have their own user profiles and person accounts. The business sales division sales representatives cannot create person accounts and they should only be able to set up business accounts. How can these requirements be met?
A. Use field-level security to hide "Is Person Account" checkbox from the business sales division's sales representative user profile
B. Remove person account record types from the business sales division's sales presentative user profile
C. Use Divisions to hide person accounts from the business sales division's sales presentative user profile
D. Check the "disable person accounts" permission on the business sales division's sales representative user profile
View answer
Correct Answer: B
Question #13
A Consultant for Cloud Kicks notices that the Deploy date for the Sales Cloud project is also the same weekend of a Salesforce release.What should the Consultant recommend?
A. Complete the project sooner and push before the Salesforce release
B. Let Cloud Kicks know that there is a Salesforce release and that it may take longer
C. Stop all work because the impact of the Salesforce release is unknown
D. Update the project plan for the following week and communicate the change
View answer
Correct Answer: D
Question #14
Cloud Kicks is concerned that the sales team is taking longer to close Opportunities each month is comparison to the same time last year. The VP Sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results. Which two actions should the Consultant take to create a solution? Choose 2 answers
A. Schedule an analytic snapshot of the Opportunity object to run monthly
B. Create a custom Opportunity report using custom formula fields for the stage closed/won
C. Create a dashboard component; schedule the dashboard to refresh monthly
D. Create a report based on the Opportunity snapshot
E. Schedule an analytic snapshot of the Opportunity history object run monthly
View answer
Correct Answer: AD
Question #15
Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company would like to see the total value of open opportunities for all accounts in the hierarchy. What solution should a consultant recommend to meet this requirement?
A. Use apex to update a custom field on the parent account with the total value of open opportunities from the child accounts
B. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts
C. Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts
D. Create a link on the account that opens a report showing the total value of open opportunities for all the accounts in the hierarchy
View answer
Correct Answer: A
Question #16
Universal Containers requires its sales representatives to go through an internal certification process to sell certain groups of products. What could be done to prevent a sales representative from adding these products to opportunities if they are not certified to sell them? Choose 2 answers
A. Use a separate price book for the products requiring certification and only share the price book to users who are I--I certified
B. Use a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified
C. Use a validation rule on products marked as requiring certification to prevent them from being added to an opportunity
D. Use a validation rule on opportunity products to prevent them from adding products marked as requiring certification if they are not certified
View answer
Correct Answer: BD
Question #17
Northern Trail Outfitters is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its email templates are retained. What should be recommended for a successful migration?
A. Enable Email to salesforce before sending email templates to salesforce
B. Manually recreate the email and mail merge templates in salesforce
C. Enable Email-to-case and use Import Wizard
D. Create an email template change set or use the Lightning Platform
View answer
Correct Answer: D
Question #18
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
View answer
Correct Answer: ABD
Question #19
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)
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
View answer
Correct Answer: AD
Question #20
Cloud Kicks acquired a shoe distribution partner. The Marketing and Sales Directors want to migrate the existing sales and marketing data into Cloud Kicks' Salesforce instance.Which three aspects should the Consultant consider before proceeding with the data migration? Choose 3 answers
A. Classic feature that have been improved by Lightning Experience
B. Total number of records being imported compared to the Salesforce edition
C. Criteria to apply to records that should be archived before migration
D. Number of marketing campaign licenses required for the migration
E. Volume of customer, partner, and prospect data from existing system
View answer
Correct Answer: CDE
Question #21
Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to know which territory has the most closed deals in a month. The territory hierarchy has three branches with child territories, with forecast managers assigned to a few of them. Which two actions can forecast managers perform? Choose 2 answers
A. They can share their forecast with any external user
B. They can share their forecast with any Salesforce user
C. They can see all of their territory forecast in a single-page summary view
D. They can share their summary view with any Salesforce user
View answer
Correct Answer: BC

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