Sales Cloud コンサルタント PR

Salesforce CRT-251 V15.75 #11〜#20

記事内に商品プロモーションを含む場合があります

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

11

“The sales manager at a company has noticed that sales teams are having trouble understanding who should an Opportunity. Sales teams base their sales Opportunities on assignments to specific ZIP codes.
Which solution should the consultant recommend?”

  • Sharing Rules
  • Territory Management
  • Account Teams
  • Sales Cloud Einstein
  • 答え

    B

    12

    “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”

    • Explain the types of object relationships in Salesforce.
    • Use Schema Builder to show a visual of related objects
    • 答え

      A,B

      13

      “A Cloud Kicks sales team based in the U.S. wants to grow market share in Australi a. The company has multicurrency enabled and has added the Australian Dollar as an available currency.
      How should the consultant allow the sales team to report on Australian deal values in U.S. Dollars (USO)?”

      • Set each sales user’s default currency to the Australian Dollar.
      • Enable parenthetical currency conversion.
      • Create a formula field to perform a currency calculation.
      • Use USD for Australian Opportunity currencies.
      • 答え

        B

        14

        “Universal Containers has implemented Salesforce for all of its sales associates. All Sales associates are required to select the win or loss status every dosed Opportunity. Managers like to measure the win ratio for all of the sales associates.
        How should a consultant meet the requirement?”

        • Build a custom report on Opportunity with custom summary formulas to show win/loss ratio.
        • Create a custom formula held on Opportunity to capture the win ratio for Opportunities.
        • Ensure that all managers have access to the standard Win/Loss report.
        • Build a custom lightning component to show the win ratio based on won Opportunities.
        • 答え

          A

          15

          “Universal Containers has hired a new employee for the Global Sales Leadership team. The employee is intere in fostering friendly competition between account executives, with emphasis on reinforcing activities that dm sales. Historically, for every four prospect meetings held, one sale was generated.
          Which action would help support the sales teams?”

          • Create subscription reports to send daily prospect meetings planned to the Assigned user for those events.
          • Show a leaderboard on the regional sales dashboards highlighting the account executives who have created the most opportunities.
          • Show a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings.
          • Create a dashboard that displays the most sales dosed by region using charts to show sale: green and lost opportunities in red.
          • 答え

            B

            16

            “The sales director at Universal Containers wants to ensure that a custom field on the Lead object is excluded from Einstein Lead Scoring.
            How should the consultant meet the requirement?”

            • Exclude the custom field from all page layouts.
            • Omit the custom field from the scoring model.
            • Clear the custom field’s values on all records.
            • Make the custom field Read-Only on all profiles.
            • 答え

              B

              17


              Cloud Kicks’ (CK) high-value opportunities are delayed in the approval process because sales managers’ approval requests go unnoticed for various reasons. CK wants to streamline the approval process and give sales managers more ways to approve opportunities in a timely manner.
              Which two strategies should the consultant recommend to improve the approval process? Choose 2 answers”

              • Enable approvals by email for the approval process for high-value opportunities.
              • Allow managers to approve or reject requests via the Approval Requests tab.
              • Build an automation to approve high-value opportunities.
              • Create a dashboard of pending approvals and add it to the Chatter feed.
              • 答え

                A,B

                18

                “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?”

                • Account currency
                • Corporate currency
                • Opportunity currency
                • User currency
                • 答え

                  C

                  19

                  “Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has dosed the most deals in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few of them.
                  Which two actions can forecast managers perform? Choose 2 answers”

                  • Add territory forecast to the hierarchy.
                  • Add a Forecasts tab to the Sales app.
                  • View the territory forecasts as a single-page summary.
                  • Share the forecast with any Salesforce user.
                  • 答え

                    C,D

                    20

                    Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month dub. Regional sales managers (RSMs) must approve discounts greater than 5%. Regional vice presidents (RVPs) also must approve discounts greater than 10%. Which two steps should a consultant recommend to satisfy these requirements7 Choose 2 answers

                    • Create two Approval Processes, one with the RSM and one with the RVP.
                    • Use Process Builder to send an approval Task and email to the RSM and RVP.
                    • Use Process Builder to automatically submit approvals over a 5% discount.
                    • Create a two-step Approval Process with the RSM and RVP as approvers.
                    • 答え

                      A,D