Salesforce CRT-251 Free Practice Questions

NEW QUESTION 1
Universal Containers wants to associate some contacts with more than one account (e.g., a contact in an employee of one account and on the boards of several other accounts). Which solution should a consultant recommend to meet this requirement?

• A. Enable contacts to multiple accounts feature.
• B. Clone the contact record and add it to the second account.
• C. Add the contact to the partners related list on the second account.
• D. Associate the contact to other accounts using a custom lookup field.

Answer: C

NEW QUESTION 2
Universal Containers wants to improve sales productivity in inside sales and is has been advised to consider Salesforce Console for Sales.
Which two use cases justify this recommendation? (Choose two.)

• A. Need to add notes quickly while talking to the client.
• B. Need to view the caller ID on screen and quickly make calls with one click.
• C. Need to prioritize search results for contacts and opportunities.
• D. Need to chat with customers in real time with Chatter.

Answer: AB

NEW QUESTION 3
Universal Containers uses PDF documents to help the Sales Team learn about new Products. Which feature should a Consultant recommend to store these documents?

• A. File Sync
• B. Salesforce Files
• C. Attachments
• D. File Contact for SharePoint

Answer: B

NEW QUESTION 4
Universal Containers acquires sales leads each year through trade shows. Occasionally, duplicate leads are generated when the marketing team imports leads that already exist in the system. What should a consultant recommend to prevent duplicate leads in the system?

• A. Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported.
• B. Upload the leads and click the “Find Duplicates” button for each of the leads to identify potential duplicate lead records.
• C. Upload the leads using Data Loader and enable the “Find Duplicates” setting to prevent duplicate records.
• D. Upload the leads using Data Import Wizard and select the appropriate field to match duplicates against existing records.

Answer: D

NEW QUESTION 5
Universal Containers has a large sales department that is dispersed worldwide. Sales managers want greater visibility into the opportunities in progress with their respective teams and want to receive email notifications when opportunities reach key metrics ( e.g. progress to a certain stage or reach a specific probability). However, individuals want to control the frequency of their email notifications. Which two solutions should a consultant recommend? Choose two answers.

• A. Configure the individual Salesforce for Outlook email settings to control notification frequency.
• B. Configure Chatter Feed Tracking to provide updates for the key metrics the sales managers are looking for.
• C. Create a report filtering for the desired criteria and individuals subscribe to the report.
• D. Define a workflow rule and email task that is triggered when key fields are updated to new values.

Answer: BC

NEW QUESTION 6
Universal Containers wants to measure revenue based on when individual Products are sold. What should a Consultant implement to meet this requirement?

• A. Forecasting by Order Amount
• B. Forecasting by Opportunity Amount
• C. Forecasting by Product Dates
• D. Forecasting by Schedule Date

Answer: B

NEW QUESTION 7
Universal Containers has configured a private sharing model with opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary. As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives. Which data set filter report would allow the sales representatives to see all opportunities they are involved with?

• A. My team-selling and my opportunities
• B. My team-selling shared opportunities
• C. My team’s opportunities
• D. My collaborative opportunities

Answer: A

NEW QUESTION 8
Universal Containers wants to track the campaigns that influence won opportunities.
Which two actions should a consultant recommend to meet this requirement using standard functionality? Choose two answers.

• A. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.
• B. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that fails before the opportunity close date.
• C. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
• D. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.

Answer: AC

NEW QUESTION 9
The Universal Containers credit department uses a third-party application for credit ratings. Credit department managers need to launch an external web-based credit application from a customer’s account record in Salesforce. The application uses a credit ID on the account object. What should a consultant recommend to meet this requirement?

• A. Create a workflow rule to launch the product fulfillment application and pass the credit ID.
• B. Create a custom button that calls an Apex trigger to launch the credit application and pass the credit ID.
• C. Create a formula field that uses the hyperlink function to launch the credit application and pass the credit ID.
• D. Create a custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID.

Answer: C

NEW QUESTION 10
A lead sharing rule has been defined so that leads owned by the record owner are shared with the public group called “Sales Team.”
Who will have access to these records, assuming that a private sharing model is in place on these objects and there are no sharing rules defined for those objects, when the lead is converted to an account, contact, and opportunity?

• A. The record owner will be the only person who is able to access the account, contact, and opportunity records.
• B. The record owner, all members of the public group, and a group called “Sales team” will be able to access the three records.
• C. The record owner and anyone above the record owner in the role hierarchy will be able to access the three records.
• D. The record owner, all members of the public group, and a group called “Sales team”, and anyone above any group member in the role hierarchy will be able to access the three records.

Answer: C

NEW QUESTION 11
Universal Containers wants to implement a website for a new product launch. The site should be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team.
Which solution should the consultant recommend?

• A. Lightning Platform
• B. Salesforce Mobile Sites
• C. Lightning Components
• D. Customer Community

Answer: D

NEW QUESTION 12
Universal Containers wants to equip its sales team with mobile capabilities. The sales team needs to quickly look up contacts, accounts, and opportunities and easily log calls. Due to limited coverage in certain geographic areas, the sales team wants access to customer information even without an Internet connection. Which mobile solution is appropriate for the Universal Containers’ sales team?

• A. Salesforce Mobile app
• B. SalesforceA App
• C. Custom hybrid App
• D. Salesforce Touch App

Answer: A

NEW QUESTION 13
Universal Containers wants to implement a sales methodology that focuses on identifying customer’s challenges and addressing them with its offerings. Which sales methodology is described above?

• A. Relationship selling
• B. Target account selling
• C. Direct selling
• D. Solution selling

Answer: D

NEW QUESTION 14
The shipping department at Universal Containers is responsible for sending product samples as part of the sales process. When an opportunity moves to the “sampling” stage, Universal Containers wants 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 is on the opportunity product using an HTML email template.
• B. Create is on the opportunity using a Visualforce email template.
• C. Create is on the opportunity product using a Visualforce email template.
• D. Create is on the opportunity using an HTML email template.

Answer: B

NEW QUESTION 15
The management at Universal Containers noticed the lead conversion ratio has remained the same for the hospitality industry despite an increase in lead creation.
Which reporting tool can help determine the issue?

• A. Report on leads by source
• B. Campaign dashboard by industry
• C. Report on lead lifetime by industry
• D. Industry performance dashboard

Answer: C

NEW QUESTION 16
The sales representatives at Universal Containers use various email applications and often receive important customer emails where they are away from the office. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office.
Which solution should a consultant recommend to meet this requirement?

• A. Download and install a Salesforce universal connector for their smartphones and computers.
• B. Download and install the Salesforce for Outlook connector on their smartphones and computers.
• C. Forward emails using their Email-to-Salesforce email address from their smartphones and computers.
• D. Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.

Answer: C