Salesforce CRT-251 Free Practice Questions

NEW QUESTION 1
Universal Containers is planning to implement Salesforce Sales Cloud to support its professional services division. The Universal Containers sales team wants to easily see customer purchasing activity on account, contact, and contact detail pages.
What should a consultant recommend to meet this requirement?

• A. Enable Salesforce Console for Sales to see customer purchasing activity.
• B. Create a global publisher action to view all customer purchasing activity.
• C. Enable the Orders object in Salesforce to track customer purchases.
• D. Create a custom object related to the account, contact, and contract objects.

Answer: C

NEW QUESTION 2
Universal Containers uses Products in Salesforce and has a private security model. The product management employees do NOT have access to all opportunities but wants to track the performance of a new product after it is launched. What should a consultant recommend to allow the product management employees to track the performance of the product?

• A. Create a trigger to add the product management team to the sales team of relevant opportunities.
• B. Create a criteria-based sharing rule to add the product management team to relevant opportunities.
• C. Create a trigger to set the product manager as owner for opportunities on the new product.
• D. Create a new product and add it to the price book with the product manager as an owner.

Answer: B

NEW QUESTION 3
The sales management team of Universal Containers has noticed that opportunities are taking longer to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. Which two reporting tools can the sales management team leverage to help determine the cause? Choose two answers.

• A. Report on campaign return on investment (ROI)
• B. Report on the discount approval time for quotes
• C. Dashboard of month-over-month trend of lead conversions
• D. Dashboard of opportunity stage duration

Answer: BD

NEW QUESTION 4
Universal Containers’ current solution for managing its forecasts is cumbersome. The sales managers do NOT have visibility into their teams’ forecasts and are NOT able to update the forecasts. As a result, the managers are continually asking their sales representatives to provide updated forecast data via email or phone. Which two solutions should a consultant recommend to help Universal Containers improve the management of their forecasts? Choose two answers.

• A. Enable override forecast permission in the Manager’s profile.
• B. Configure weekly customized forecast reports and dashboards to be emailed to sales management.
• C. Create a forecast hierarchy and assign managers to the forecast manager role.
• D. Create forecast Chatter groups where sales representatives can post and share their forecasts.

Answer: AC

NEW QUESTION 5
Universal Containers is preparing for the launch of its new Sales Cloud implementation to a global user base. With previous sales automation applications, the company had slow adoption of the new solution. Which three Sales Cloud deployment factors should be considered to help ensure adoption? Choose three answers.

• A. Type of training delivered
• B. Sales rep quota targets
• C. Management communications
• D. Maintenance release schedule
• E. Training in local language

Answer: ACE

NEW QUESTION 6
Universal Containers has set up a sales process that requires opportunities to have associated product line items before moving to the negotiation stage.
Which two solutions should a consultant recommend to meet this requirement? Choose two answers.

• A. Configure a validation rule that tests the Has Line Item and Stage fields for the correct condition.
• B. Configure the opportunity record types to enforce product line item entry before selecting the negotiation stage.
• C. Ensure that all sales representatives have access to at least one PriceBook when creating product lines.
• D. Define a workflow rule that automatically defaults to a PriceBook and product line item when selecting the negotiation stage.

Answer: AC

NEW QUESTION 7
What are two capabilities of Data Loader? Choose two answers.

• A. Ability to extract organization and configuration data.
• B. Ability to prevent importing duplicate records.
• C. Ability to export field history data
• D. Ability to run one-time or scheduled data loads

Answer: CD

NEW QUESTION 8
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 wants to see the total value of open opportunities for all accounts in the hierarchy. Which 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 form 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 accounts in the hierarchy.

Answer: A

NEW QUESTION 9
A consultant has created a custom formula field on Opportunity that multiples the Opportunity Amount by the Account’s Discount field. Which Currency will the formula field use for its value if the Opportunity and the Account records have different Currencies?

• A. The Account currency
• B. The User currency
• C. The Corporate currency
• D. The Opportunity currency

Answer: B

NEW QUESTION 10
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 product’s sales process.
Which two solutions should a consultant recommend to meet these requirements? Choose two answers.

• A. Configure opportunity record types for each sales process.
• B. Create sales stages that align with opportunity record types.
• C. Define sales processes to map to each opportunity record type.
• D. Define the default opportunity teams for each opportunity record type.

Answer: BC

NEW QUESTION 11
Universal Containers has a customer base of over 15,000 Accounts and 60,000 Contacts. The marketing manager wants to use the customer data for an upcoming new product launch but is concerned contacts may have moved to different companies.
What should a consultant recommend to ensure customer data is accurate?

• A. Use a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts.
• B. Create a workflow rule for an account and contact owner to confirm contact data.
• C. Create a workflow rule to mass email the contacts and capture any email bounces.
• D. Use a data enrichment tool to verify account and contact data is up-to-date.

Answer: A

NEW QUESTION 12
Universal Containers has its sales representatives enter a new lead whenever they are prospecting a new customer. After qualifying the new lead, a new opportunity must be created to track the deal.
Which three actions should a consultant recommend to enforce data quality and accuracy? (Choose three.)

• A. Enable validation rules on the opportunity.
• B. Map custom lead fields to corresponding custom opportunity fields.
• C. Create an Apex trigger to perform data quality checks.
• D. Enable validation rules on the lead.
• E. Enable the lead conversion permission.

Answer: BDE

NEW QUESTION 13
Universal Containers is moving from a legacy customer relationship management (CRM) system to Salesforce Sales Cloud. What should a consultant recommend to ensure a successful implementation?

• A. Review the current system with all levels of users to understand their requirements.
• B. Review the current system with executive management to understand their requirements.
• C. Review the current system with IT management to understand their requirements.
• D. Review the current system and configure Sales Cloud to work in the same way.

Answer: A

NEW QUESTION 14
Universal Containers has enables Advanced Currency Management.
How is the converted amount data reported on a report that spans time periods when the exchange rate was different?

• A. Converted amounts are based on exchange rates that use the oldest entry.
• B. Converted amounts are based on the exchange rates entered in the opportunity.
• C. Converted amounts are based on exchange rates that use the current entry.
• D. Converted amounts are based on the historical exchange rate associated with the close date.

Answer: D

NEW QUESTION 15
Universal Containers is planning to hire more sales representatives in response to three consecutive quarters of rapid growth. To optimize their sales impact, the sales management team wants to develop a better sales territory structure. Which two data points should the sales management team consider when developing the new sales territories? Choose two answers.

• A. Attributes needed to segment and categorize customers.
• B. Distance between customer headquarters and their sales representatives
• C. Average number of customers managed by a sales representative.
• D. Number of currencies needed to support each sales territory.

Answer: AD

NEW QUESTION 16
The Universal Containers sales team wants to track product shipments for each of its customers. The shipment tracking information is currently available in a back-end system, which the company plans to integrate with Salesforce. Which set of objects are relevant for this integration?

• A. Opportunity, opportunity product, campaign, custom object-shipment status
• B. Opportunity, opportunity product, custom object-shipment status
• C. Lead, account, opportunity product, custom object-shipment status
• D. Lead, opportunity, product, custom object-shipment status

Answer: B