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Salesforce CRT-251 Exam Practice Questions? | SPOTO

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Question #1
Cloud Kicks wants to implement a methodology to determine which current Leads have the most in common with Leads that have successfully been converted in the past. How can Cloud Kicks support this requirement?
A. Use Einstein Lead Scoring
B. Create a lead Rollup Summary Field
C. Use Lead Conversation Reporting
D. Create a Joined report
View answer
Correct Answer: A
Question #2
A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering use cases for Sales Processes.Which two groups should provide content for the use cases?Choose 2 answers
A. Sales reps
B. Finance team
C. Sales operations
D. Executives
View answer
Correct Answer: AC
Question #3
Northern Trail Outfitter has created a Complaints custom object related to Accounts. Due to the sensitive nature of these records, the object's visibility has been set to Private. A dedicated subnet of support users who will work on these items has been added to a Complaints Specialist public group. Only users within the Complaints Specialist public group should be able to view and edit any Compliant record.Which two options should a consultant recommend to meet the requirements? Choose 2 answers
A. Use Apex managed sharing to grant record access to users In the Complaints Specialist public group and restrict manager visibility
B. Uncheck the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object
C. Create a catena-based sharing rule that grants Read/Write access to the Complaints Specialist public group
D. Set the Complaint object's default visibility to allow only the users in the Complaints Specialist group to access the records
View answer
Correct Answer: BC
Question #4
The sales director of retail products at Cloud Kicks wants to allow cloning of orders to help sales reps process repetitive orders.What are two guidelines to consider when cloning an order with products? Choose 2 answers
A. A new order's currency or price book will remain the same If the original order has products
B. The admin will be able to set up which fields can be cloned to a new order
C. A cloned order must be associated with the same contract as the original order
D. A cloned order's start date must fall between the associated contract's start and end dates
View answer
Correct Answer: AD
Question #5
Management at Northern Trail Outfitters wants to see forecast numbers by all sales representatives and by multiple product groups. Which two actions should a consultant recommend to meet these requirements? (Choose two.)
A. Build a custom forecast report showing product groups
B. Implement Collaborative Forecasting with quota attainment
C. Build a forecast list view by product family group
D. Implement Collaborative Forecasting with product family
View answer
Correct Answer: BD
Question #6
A consultant for Universal Containers is preparing to migrate the company's legacy CRM to Salesforce. The admin for the previous system is enthusiastic about Salesforce and driving the objectives of the implementation, but end users have expressed dissatisfaction about moving to a new platform.What are two ways the consultant can determine and validate their approach with end users? (Choose two.)
A. Conduct a technical review with developers to evaluate solutions designed for end users
B. Interview top-level executives to understand the KPIs for end users
C. Validate the solution plans and implementation with end users
D. Enlist the help of a champion to ensure that Salesforce is meeting end user needs
View answer
Correct Answer: CD
Question #7
Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account's discount field. CK sales reps are located in different regions and use different currencies. A consultant creates a custom formula field on the Opportunity.Which currency will the custom formula use for its value if the opportunity and account records have different currencies?
A. Account currency
B. Corporate currency
C. Opportunity currency
D. User currency
View answer
Correct Answer: C
Question #8
Universal Containers contact center would like to measure and communicate case escalation rates to management. Which solution should a consultant recommend to meet this requirement?
A. Create a formula field on the case record to calculate percentage of escalated cases
B. Create a daily snapshot report of all cases and calculate percentage of escalated cases
C. Create a case report with a custom summary formula to calculate the percentage of escalated cases
D. Create a bucket field on a report to calculate the percentage of escalated cases
View answer
Correct Answer: D
Question #9
Cloud Kicks wants to sell to both consumer and Business. There will be a consumer sales team and a business sales team. Which two Salesforce functions will allow the Consultant to meet this requirement? Choose 2 answers
A. Opportunity Teams
B. Process Builder
C. Sales Processes
D. Record Types
View answer
Correct Answer: CD
Question #10
Good Kicks has the goal of generating high-quality leads by implementing Sales Cloud. Which metrics should the consultant analyze to determine the success of this goal?
A. Total number of Leads created by a Sales Rep
B. Lead to Opportunity Conversion Rate
C. Lead to Quote Conversion Rate
D. Total number of Leads by source
View answer
Correct Answer: B
Question #11
Cloud Kickshas configured Einstein Activity Capture (EAC) for email and is waiting to deploy it. In the meantime, a consultant is preparing training to help end users get up to speed on the product.Which two points should the consultant include in the training information? Choose 2 answers
A. Users can choose to show emails added via EAC in the Related Lists activities view
B. Users must connect an email account to Salesforce and agree to terms before they can send emails in Lightning
C. Users can set their Excluded Addresses list which takes priority over the global Excluded Addresses list
D. Users can share individual emails or make them private
View answer
Correct Answer: AB
Question #12
What statement is true about the Salesforce Knowledge article lifecycle?
A. Knowledge uses public groups as a way to assign users to specific tasks related to articles
B. approval processes CANNOT allow publishing of the articles that have specific statuses
C. Article permission sets allow agents to participate in the article publishing process
D. Articles CANNOT be published until they are reviewed and validated by a qualified author
View answer
Correct Answer: C
Question #13
A customer successfully places an order with UC for five widgets. The order is activated in Salesforce and the products are shipped to the customer, One week later the customer return one widget. What is the effective method of recording the event in salesforce?
A. Create a custom field on the order product object
B. Change the quantity value on the order product to 4
C. Create a reduction order under the activated order
D. Create a new sales product with quantity set to -1
View answer
Correct Answer: C
Question #14
Cloud kicks sells online subscription for its leading shoe of the month club. Customers can make a single payment or setup a weekly and monthly or quarterly. Cloud kicks wants to use opportunities to track and import on the subscription deals.What should a consultant recommended to meet this requirement?
A. Use contacts with lookup to the opportunity object
B. Enable schedules on the product object
C. Use assets with lookup with opportunity object
D. Enable schedules on the opportunity object
View answer
Correct Answer: B
Question #15
The sales director at Cloud Kicks wants to ensure, on the creation of Contacts for an existing Account, that the mailing address of a contact is the same as the shipping address of the parent Account based on the postal code. Which solution should the Consultant suggest to meet this requirement?
A. Create a Validation rule on the Person Account object to validate the MalingPostalCode of thecontact with the ShippingPostalCode of the account
B. Create a Validation rule on the Contact object to validate the ShippingPostalCode of the contactWith the MalingPostalCode of the account
C. Create a Validation rule on the Contact object to validate the MalingPostalCode of the contact withThe Shipping Posta lCode of the account
D. Create a Validation rule on the Account object to validate the MalingPostalCode of the contactWith the ShippingPostalCode of the account
View answer
Correct Answer: C
Question #16
The shipping department at the Universal Containers is responsible for sending product samples as part of the sales process. When an opportunity moves to the 'Sampling1 stage, Universal Containers an automatic email sent to the shipping department listing the Products on the opportunity. How can this requirement be met using a workflow email?
A. Create it on the Opportunity using an HTML email template
B. Create it on the Opportunity Product using a visualforce email template
C. Create it on the Opportunity Product using an HTML email template
D. Create it on the Opportunity using a visualforce email template
View answer
Correct Answer: B
Question #17
The sales team at Cloud kicks Cloud has roughly 100 members. The sales director has requested that newly created reports be shared with the sales team. How should the consultant efficiently share these reports?
A. Create a report folder, add members in a specific profile, and share the Report folder
B. Create a report folder, add members in a specific Role, and share the Report folder
C. Create a report folder, add members to a Private Group, and share the Report folder
D. Create a report folder, add members in a specific Queue, and share the Report folder
View answer
Correct Answer: B
Question #18
Cloud Kicks wants to streamline the approval process and give sales managers more efficient ways to approve opportunities in a timely manner. Which strategy should the consultant recommend to improve Approval Processes?
A. Allow managers to approve or reject requests via an email
B. Add a dashboard of pending approvals to the Chatter feed
C. Configure Einstein Opportunity Insights to approve requests
View answer
Correct Answer: A
Question #19
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?
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
View answer
Correct Answer: D
Question #20
The Cloud Kicks sales team works with two different types of Leads: distributors and retailers. Cloud Kicks' 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
A. Create Status picklist values to accommodate the different qualification statuses for different types of Leads
B. Add Leads to different campaigns to determine if they are distributor or retailer Leads
C. Set up Opportunity splits to measure how different types of Leads are converted
D. Create a new profile and only assign one Lead record type to it
E. Create distributor and retailer Lead record types
F. Create retailer and distributor Lead processes
View answer
Correct Answer: AEF
Question #21
Cloud Kicks' sales representatives need help to remove obstacles when working on high-value sales deals. The sales management team wants to monitor and empower collaboration with cross- functional teams. Which two solutions should a consultant recommend to meet these requirements? Choose 2 answers
A. Enable Chatter feed tracking on Opportunities
B. Enable mobile alerts for Einstein Engagement
C. Enable the Chatter feed on similar Opportunities
D. Enable Big Deal Alerts
E. Allow global team selling on Accounts
View answer
Correct Answer: CE
Question #22
Universal Containers has a single contact center that handles all service requests including chat, Cases, and web form submissions. It is important that Reps are assigned work evenly so that all requests are handled in the order they are received. How would a Consultant address this requirement?
A. Configure Case Assignment Rules
B. Configure Omni - Channel with Most Available Routing
C. Configure Live Agent Skills - based Routing
D. Configure Omni - Channel with Least Active Routing
View answer
Correct Answer: B
Question #23
Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account's discount field. CK sales reps are located in different regions and use different currencies. A consultant creates acustom formula field on the Opportunity.Which currency will the custom formula use for its value if the opportunity and account records have different currencies?
A. Opportunity currency
B. User currency
C. Corporate currency
View answer
Correct Answer: A
Question #24
Cloud Kicks wants to utilize Opportunities to report and track subscriptions to its Shoe of the Month club. Subscribers can make a single payment or pay weekly, monthly, or quarterly. Which solution should the consultant recommend to meet the requirement?
A. Implement contracts with a lookup to the Opportunity object
B. Enable schedules on the Product object
C. Configure assets with a lookup to the Opportunity object
D. Activate schedules on the Opportunity object
View answer
Correct Answer: B
Question #25
A sales manager for one of Cloud Kicks" sales territories is unable to see a forecast for the current quarter. How should theconsultant resolve this issue?
A. Add the sales manager to the Forecasting public group
B. Configure the date filter on the forecast and assign it to the sales manager
C. Set the sales manager as the Forecast Manager for this territory
D. Select the correct forecast on the sales manager's user record
View answer
Correct Answer: C
Question #26
Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with ...opportunities are missing Contacts.Which feature should a consultant recommend to build this report?
A. Custom report type
B. Joined report
C. Cross filter
D. Custom filter
View answer
Correct Answer: C
Question #27
The Consultant at Cloud Kicks has successfully implemented the Einstein lead Scoring feature and now wants to measure the effectiveness and track lead conversation rates. Which three standard dashboards are available? Choose 3 answers
A. Lead Scores by Created Date
B. Conversion Rate by Lead Source
C. Lead score Distribution
D. Conversion Rate by Lead Score
E. Average Lead Score by Lead Source
View answer
Correct Answer: CDE
Question #28
Universal Containers agents often need to access the same cases, contacts, and orders multiple times per day. What should a consultant recommend to meet this requirement?
A. Enable the "History" component within the Salesforce Console for Service
B. Enable the "Access Recent Items" user permission on the user profiles
C. Create a custom list view for cases, contacts, and orders and pin them to the side bar
D. Embed a "Recent Items" Visualforce component into the Salesforce Console for Service
View answer
Correct Answer: A
Question #29
Cloud Kicks wants to integrate back-end systems with Salesforce. The track the "Shoe of the Month" product shipments to each customer and the associated tracking information is stored in a back-end tracking system.Which set of this integration?
A. Custom object "Status," Opportunity, Product
B. Custom Lightning Component, opportunity, Lead, Product
C. Custom object "Status," Opportunity line Item, Product
D. Custom Lightning Component, Opportunity, Product
E. Custom object "Status," Opportunity, Lead, Account, Product
View answer
Correct Answer: A
Question #30
A consultant is meeting with a nonprofit client for the first time to discuss implementing the Salesforce Nonprofit Success Pack. The client outlines their current processes, including the standard and custom objects they use in Salesforce. What two topics should the consultant consider during the analyze phase of the implementation? Choose 2 answers
A. Identify stakeholders and create a project team
B. Discuss implementation timelines and potential barriers
C. Establish specific topics for end user admin training
D. Suggest a new process for gathering lead and campaign data
View answer
Correct Answer: AC

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