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NEW QUESTION # 87
The admin at uBHMBon tamers has been getting complaints from sales reps about duplicate Leads ... Salesforce. The admin has already set up a matching rule for Leads.
What should the consultant recommend to resolve the issue?
- A. Confirm the custom matching rule is activated.
- B. Confirm the standard matching rule is inactivated.
- C. Change the criteria for the standard Contact matching rule.
- D. Change the criteria for the standard Lead matching rule.
Answer: A
Explanation:
Confirming that the custom matching rule is activated is the best way to resolve the issue of duplicate leads in Salesforce. A matching rule is a rule that defines how records are compared for duplicates based on fields and fuzzy logic. A custom matching rule is a matching rule that can be created and customized by users based on their needs and preferences. A custom matching rule must be activated before it can be used by duplicate rules or other features that prevent or allow duplicates. By confirming that the custom matching rule is activated, the admin can ensure that leads are matched according to their criteria and duplicates are detected and handled accordingly.
NEW QUESTION # 88
Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly instalments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast easily.
What should the consultant recommend meeting the requirement?
- A. Use Revenue Schedules to capture instalment payment plan details for each Product.
- B. Create a Process Builder to create an Order for each instalment payment.
- C. Add a custom field to the Quotes object to capture the number of instalments.
- D. Set the default quantities to 12, 24, and 36 in a new Price Book for instalment sales.
Answer: A
Explanation:
Explanation
Revenue Schedules allow you to recognize revenue from a product over a period of time, rather than at the time of sale. You can create revenue schedules for products that are paid in instalments, and specify the amount and date of each instalment. This can help the finance department forecast the revenue more accurately and easily. Verified References:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 15)
https://help.salesforce.com/s/articleView?id=sf.forecasts3_revenue_schedule.htm&type=5
NEW QUESTION # 89
Up to this point, two sales have had separate accounts and opportunities. Sales Rep A wants to include Sales Rep B in a few opportunities on one account.
Which two actions can Sales Rep A allow Sales Rep B to do when Account Teams are enabled and used for this account? Choose 2 answers
- A. Edit all opportunities on the account.
- B. Grant Read access on the account's cases.
- C. View one of the opportunities on the account.
- D. View the account and keep activities private.
Answer: B,C
Explanation:
When Account Teams are enabled and used for an account, Sales Rep A can grant Read access on the account's cases to Sales Rep B by adding Sales Rep B as a team member on the account and assigning a team role that has Read access to cases. Sales Rep A can also allow Sales Rep B to view one of the opportunities on the account by adding Sales Rep B as a team member on that opportunity and assigning a team role that has at least Read access to opportunities.
NEW QUESTION # 90
Which two processes should minimize changes in project scope during the design and build phases, post sign-off, when using a traditional project methodology? Choose 2 answers
- A. Map business requirements to the solution design.
- B. Obtain customer sign-off on the solution design.
- C. Map solution design documents to system test scripts.
- D. Update requirements based on feedback from key stakeholders.
Answer: A,B
NEW QUESTION # 91
Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines.
Which two recommendations should the consultant make?
Choose 2 answers
- A. Three sets of opportunity stages
- B. One record type
- C. One set of opportunity stages
- D. Three record types
Answer: A,D
Explanation:
Explanation
Record types allow you to assign different page layouts, picklist values, and business processes to different users based on their profiles. You can create three record types for the three product lines, and assign them to the appropriate sales teams. You can also create three sets of opportunity stages that reflect the unique sales methodologies for each product line, and associate them with the corresponding record types. This can help you customize the Sales Cloud functionality for each product line and track their progress separately. Verified References:
https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 17)
https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_opptystages.htm&type=5
NEW QUESTION # 92
Cloud Kicks (CK) wants to implement sharing rules. Which three considerations should the consultant explain to CK?
Choose 3 answers
- A. When multiple sharing rules are assigned, the user is assigned the least restrictive access.
- B. When a sharing rule is deleted, the sharing access created by that rule must be manually removed.
- C. Sharing rules apply only to new records that meet the definition of the source data set.
- D. Organization-wide defaults must be Public Read Only or Private to create sharing rules.
- E. CK can expand access beyond the organization-wide default levels with sharing rules.
Answer: A,D,E
Explanation:
Explanation
When implementing sharing rules, the consultant should explain the following considerations to CK:
CK can expand access beyond the organization-wide default levels with sharing rules. Sharing rules are used to grant additional access to records based on record ownership, criteria, or territory.
Organization-wide defaults must be Public Read Only or Private to create sharing rules. Sharing rules cannot be created for objects with Public Read/Write or Public Read/Write/Transfer organization-wide defaults.
When multiple sharing rules are assigned, the user is assigned the least restrictive access. For example, if one sharing rule grants Read-Only access and another sharing rule grants Read/Write access to the same record, the user will have Read/Write access.
NEW QUESTION # 93
What should a Consultant recommend to meet these requirements?
- A. Create a joined report.
- B. Create a dynamic dashboard.
- C. Create a summary report with cross filters.
- D. Create a reporting snapshot
Answer: A
NEW QUESTION # 94
Universal Containers forecasts and closes business monthly, and it needs to store details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month. What should a consultant recommend to meet this requirement?
- A. Schedule a custom forecast report to run daily and store the results in a custom report folder.
- B. Schedule a custom forecast report to run weekly and store the results in a custom report folder.
- C. Create a reporting snapshot to run daily and store the results in a custom object.
- D. Create a reporting snapshot to run weekly and store the results in a custom object.
Answer: B
NEW QUESTION # 95
Cloud Kicks wants to enable sales reps to view an Individual team member's split percentage when the split percentage is less than 100% of the revenue amount.
Which attribution method should the consultant recommend?
- A. Opportunity Overlay Split
- B. Opportunity Amount Split
- C. Opportunity Percentage Split
Answer: C
Explanation:
The Opportunity Percentage Split method in Salesforce allows for revenue sharing among team members. Each member can be assigned a specific percentage of the revenue. This method is ideal when the split percentage is less than 100% of the revenue amount because it allows for granular control over how revenue is distributed among team members. According to Salesforce documentation, Opportunity Splits can be set up to reflect different sales scenarios, including revenue recognition and compensation. The Opportunity Percentage Split method specifically supports scenarios where splits add up to less than 100%.
Reference:
Salesforce Opportunity Splits Overview
Setting Up Opportunity Splits
NEW QUESTION # 96
Universal Containers sells products that require frequent collaboration with the same team of individuals who play a key role in closing deals. The lead sales representative determines the level of access for each of the collaborating team members on an opportunity.
Which solution should a consultant recommend to facilitate the collaboration of the lead sales representative and team members?
- A. Define a sharing rule for each lead sales representative to assign appropriate access for all extended team members.
- B. Enable Chatter to have the lead sales representative facilitate collaboration through sales team swarming.
- C. Configure default opportunity teams for all lead sales representatives with team selling enabled.
- D. Create public groups for extended team members and allow the sales representative to assign manual sharing on their opportunities.
Answer: C
NEW QUESTION # 97
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. Have the client sign off on requirements and start the build
- C. Update the solution design while they are at the conference
- D. Update the project plan and communicate it to all the stakeholders
Answer: D
NEW QUESTION # 98
A consultant has been tasked with analyzing the way sates reps use Salesforce to work a deal from inception to close, and then presenting this information to management.
What should the consultant utilize to present the information?
- A. System Landscape Diagram
- B. Business Process Map
- C. Entity Relationship Diagram
- D. Sales Architecture Map
Answer: B
Explanation:
The best way for the consultant to present the information about how sales reps use Salesforce to work a deal is to utilize a Business Process Map. This map will provide an overview of the process, and can be used to explain how each step of the process works. Additionally, a Business Process Map can also be used to identify areas of optimization and improvement, as well as to document any changes that need to be made. A Sales Architecture Map, System Landscape Diagram, and Entity Relationship Diagram are not suitable for this purpose.
NEW QUESTION # 99
The sales managers at Universal Containers (UC) believe that many of the sales reps' deals that are being lost to competitors are getting less attention than deals that are won.
What should a consultant build so management can assess whether its belief is correct and monitor it going forward?
- A. Install an AppExchange app for tracking Lead conversion.
- B. Create formula fields on Opportunity and Activity.
- C. Build a report on Opportunities and Activities.
- D. Build a report on Leads and Activities.
Answer: A
NEW QUESTION # 100
Multiple sales reps work together to close opportunities at Good Kicks. Management needs to know how much each sales nap receives on opportunities they dose to maintain accurate quota reports.
Which solution should a consultant recommend to meet the requirement?
- A. Enable Opportunity Team Selling and create a report grouped by Opportunity team member.
- B. Create custom fields on the Opportunity object for sales reps to enter a credit percentage.
- C. Set the organization-wide sharing default for the Opportunity object to Private.
- D. Enable Opportunity Spats and add the Opportunity Splits related list to Opportunity page layouts.
Answer: D
NEW QUESTION # 101
A Consultant arrives for a requirements workshop, but key resources are absent.
What is the likely reason the key resources are absent?
- A. The resources were not on the Project kick-off.
- B. The proper roles, resources, and risks were not identified.
- C. The project plan did not receive sign-off.
- D. The purpose and scope were not defined.
Answer: B
NEW QUESTION # 102
Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.
Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected in Sales Cloud.
How should the consultant show sales operations what the data will look like after the change?
- A. Use Tableau to geocode account addresses and display on a territory map.
- B. Use Data Loader to export the accounts and make updates in Google Sheets.
- C. Run the updated assignment rules in planning State and view the accounts on the territory detail page.
- D. Install the Territory Management Reporting Pack from the AppExchange.
Answer: C
NEW QUESTION # 103
Cloud Kicks manages contacts for lead generation in a marketing application. Following a new Salesforce implementation, inbound leads will be reviewed in the marketing application and then migrated to Salesforce.
Which contacts should the consultant migrate from the marketing application to leads in Salesforce?
- A. All contacts
- B. New contacts
- C. Active contacts
- D. Qualified contacts
Answer: D
NEW QUESTION # 104
The Sales Manager at Cloud Kicks has asked an analyst to create a report when Opportunities reach a certain stage with an amount equal to $100,000 dollars. The analyst saves the report to the sales team's subfolder called Big Deals. The Big Deals folder is a subfolder of the sales team folder, with View access to the Sales Manager roles. The Sales Manager wants to subscribe to the report.
Which permission does the Sales Manager need in order to subscribe to the report created by the analyst?
- A. Chatter Subscribe to Reports permission
- B. Subscribe to Reports: Run Reports permission
- C. Subscribe to Reports permission
- D. Subscribe to Reports: Set Running User permission
Answer: A
NEW QUESTION # 105
The enterprise architect for cloud Kicks wants to understand how objects in sales cloud are connected to one another.
Which two approaches should a consultant use to help the architect?
Choose 2 answers
- A. Obtain an export of object data from the current system.
- B. Review the Object Manager tab in Setup with the customer.
- C. Use Schema Builder to show a visual of related objects.
- D. Explain the types of object relationships in Salesforce
Answer: B,D
NEW QUESTION # 106
Cloud Kicks has just completed a Sales Cloud implementation and the marketing team is creating campaigns. Cloud Kicks wants to gain feedback on the implementation. What should the Consultant recommend?
- A. Upgrade to the latest Salesforce release
- B. Complete a post-mortem
- C. Undergo training
- D. Sign off on the Statement of work
Answer: B
NEW QUESTION # 107
Cloud Kicks (CK) has a private Opportunity sharing model and leverages Opportunity teams to extend sharing. Occasionally, a team member's access needs to be removed due to changes in sales structure.
How can CK revoke Opportunity team access on an ad-hoc basis?
- A. REVISEC. Remove the user's Opportunity team member.
- B. REVISE
- C. Remove the Opportunity team related list from page layouts.
Answer: C
NEW QUESTION # 108
The Cloud Kicks CEO needs to run reports from the sales team's reports folder. The CEO's assistant needs to control access to the reports. Sales managers need to change the reports when necessary.
How should the consultant meet the requirement?
- A. Enable Manage access for the CEO role and subordinates, and Manage access for the CEO'S assistant profile.
- B. Enable Manage Reports in Public Folders and give access to the CEO and their subordinates.
- C. Set the CEO access level to View All, the CEO's assistant to Modify All, and the sales manager public group to Create.
- D. Set the CEO access level to View, the CEO's assistant to Manage, and the sales manager to Edit on ACO the folder.
Answer: D
NEW QUESTION # 109
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Salesforce CRT-251 exam comprises 60 multiple-choice questions that need to be completed within 105 minutes. The questions are designed to assess a candidate's knowledge of Sales Cloud, including sales process design, lead and opportunity management, forecasting, and collaboration. CRT-251 exam also covers Salesforce's best practices for implementing Sales Cloud solutions, such as data modeling, security, and automation. Candidates need to score at least 65% to pass the exam and earn the certification.
Salesforce CRT-251, also known as the Salesforce Certified Sales Cloud Consultant, is a certification exam that is designed for professionals who are interested in demonstrating their expertise in Sales Cloud. Sales Cloud is a customer relationship management (CRM) platform that helps organizations manage their sales processes and customer interactions more effectively. The CRT-251 exam is a comprehensive assessment of a candidate's knowledge and skills in Sales Cloud, as well as their ability to design and implement solutions that meet the specific needs of their clients.
To become a Salesforce Certified Sales Cloud Consultant, individuals need to pass the CRT-251 exam. CRT-251 exam comprises 60 multiple-choice questions and lasts for 105 minutes. Candidates must score at least 68% to pass the exam. CRT-251 exam fee is $200, and the certification is valid for two years.
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