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Salesforce CRT-251 V15.75 #1〜#10

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Sales Cloud Consultantとは

Validate that you have the knowledge to design and implement a Sales Cloud solution as a consultant.

Sales Cloud Consultantの過去問の概要

試験概要
試験種別CRT-251
VerV15.75

1

“Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein to ptkst users. The pilot users are unable to view the Lead Score field on me Lead record page.
Which two steps should the consultant take to fix this issue?
Choose 2 answers”

  • Add the Lead Score field to the Lead List View.
  • Add the Lead Score field to the Lead Page layout.
  • Assign the Einstein Lead Scoring permission set.
  • Assign the Sales Cloud Einstein permission set.

    • 答え

    A,B

    2

    “Cloud Kicks uses Salesforce in Lightning Experience to manage business Accounts and Person Accounts. The sales director wants to associate Person Accounts to business Accounts and/or Contacts.
    Which Salesforce feature should the consultant recommend to meet these requirements? ”

    • Use a junction object between Accounts and Contacts.
    • Use the Contacts to Multiple Accounts feature.
    • Create a custom lookup from Accounts to Contacts.
    • Create a reverse lookup from Contacts to Accounts.

      • 答え

      B

      3

      Which two considerations should be made when deploying dynamic dashboards? Choose 2 answers

      • Dynamic dashboards must be manually refreshed.
      • Dynamic dashboards allow all users to view data as any user.
      • Dynamic dashboards must be saved in public or shared folders.
      • Dynamic dashboards require users to follow each component.

        • 答え

        B,C

        4

        “Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deafs.
        Which report should the consultant create to meet the requirement?”

        • Closed Won Opportunities by Account
        • Closed Won Opportunities with Activities
        • Closed Won Opportunities by the sales team
        • Closed Won Opportunities with Recommendations

          • 答え

          B

          5

          Cloud Kicks needs to set sales quotas for all sales reps. Which three solutions should the consultant consider? Choose 3 answers

          • Use the Data Import Wizard.
          • Enable Forecast Quotas from Setup.
          • Use the API.
          • Assign Quota values by profile.
          • Use Data Loader.

            • 答え

            C,D,E

            6

            “Cloud Kicks (CK) frequently works with contractors for marketing focus groups.
            These contractors change companies often, and CK wants to retain its company history through Accounts.
            What should the consultant recommend?”

            • Implement the Contacts to Multiple Accounts feature.
            • the Contacts to Multiple Accounts feature.

            • 答え

              A

              7

              “Cloud Kicks sales reps want to see all of their current opportunities, and the full details, with a minimal amount of navigation or dicks to cycle through them.
              Which functionality should the consultant recommend?”

              • From the ‘My Opportunities’ list view, select the Split View option.
              • Construct a new Sales Console app including opportunities.
              • Create a ‘My Team Opportunities’ report and open each opportunity in a new browser tab.
              • Create a ‘My Opportunities’ report and open each opportunity in a new browser tab.

                • 答え

                A

                8

                “Cloud Kicks (CK) uses a sales model where pre-defined groups of reps work collaboratively on Accounts. Each group is also responsible for specific Accounts. CK has organization-wide default access set to Public Read/Write for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope of responsibility. CK wants to allow reps to view any Account but restrict editing to only reps who are responsible for those specific Accounts.
                Which two steps should a consultant recommend allowing reps to continue to collaborate while eliminating incorrect edits?
                Choose 2 answers”

                • Change Account organization-wide defaults to Private.
                • Change Account organization-wide defaults to Public/Read-Only.
                • Create an Account sharing rule to grant Read/Write access to all Accounts
                • Enable Account Teams to allow opines to grant Read/Write access.

                  • 答え

                  B,D

                  9

                  “Cloud Kicks wants to send a notification to sales reps when their opportunities remain open past the close date.
                  Which two solutions should the consultant recommend to meet the requirement?
                  Choose 2 answers”

                  • Add sales reps to the Opportunity Team.
                  • Instruct sales reps to follow their opportunities.
                  • Enable Einstein Opportunity Insights.
                  • Use Flow with a scheduled action and an email alert.

                    • 答え

                    C,D

                    10

                    “Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first dosed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer.
                    Which option should the consultant recommend to meet the requirement?”

                    • Identify AppExchange products that can be deployed to update the ERP with opportunity, account, and contact information from Salesforce.
                    • Configure Outbound message to publish the opportunity wins and update the ERP with opportunity, account, and contact information from Salesforce.
                    • Implement Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly.
                    • Use enterprise ETL tools to extract closed/won opportunities from Salesforce and update the ERP with opportunity, account, and contact information from Salesforce.

                      • 答え

                      B

                      2023 過去問
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