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Salesforce CRT-251 V15.75 #41〜#50

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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

41

“Cloud Kicks has a private sharing model on Accounts. Account executives need to ensure that specific users can qualify marketing Opportunities on their Accounts. There can be different users for a given Opportunity. Sales management needs to report on which users are assigned to Opportunities.
What should the consultant recommend to the account executives?”

  • Add specific users as Opportunity team members with a role that grants Read/Write Access.
  • 答え

    A

    42

    “Universal Containers continues to see substantial growth year-over-year. Outside sales reps think the* territories are too dense to cover adequately. Leadership has decided to modify the existing safes territories and hire additional staff to make the account allocations more manageable. So the states win 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 m Sales Cloud.
    How should the consultant show sales operations what the data will look like after the change?”

    • Use Tableau to geocode account addresses and display on a territory map.
    • Install the Territory Management Reporting Pack from the AppExchange.
    • Run the updated assignment rules in Planning State and view the accounts on the territory detail page.
    • Use Data Loader to export the accounts and make updates in Google Sheets.
    • 答え

      C

      43

      “Sales managers at Cloud Kicks need to visualize all open opportunities based on the location of the related Account.
      Which solution should a consultant recommend?”

      • Using Tableau CRM, import a data lens with the State and City for all opportunities.
      • Enable Location Services and add the Account Address field to the Opportunity page layout.
      • Create a dashboard that uses a report grouping opportunities by Account.
      • Using Salesforce Maps, configure a Data Layer showing open opportunities.
      • 答え

        D

        44

        “The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org.
        Which action should be taken to convert a lead into a Person Account?”

        • Create an Individual Lead Record Type.
        • Populate the Company field with ‘Person.
        • Enable Contacts to Multiple Accounts.
        • Leave the Company field blank.
        • 答え

          D

          45

          Cloud Kicks wants to enable representatives to view the individual team member’s split percentage, where the split percentage is less than 100% of the revenue amount. Which attribution method should the consultant recommend?

          • Opportunity Percent field
          • Opportunity Overlay Split
          • Opportunity Currency field
          • Opportunity Revenue Split
          • 答え

            A

            46

            “Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts. The organization-wide default for Accounts is Private.
            Which two factors should the consultant consider when updating the sales territories and Account owners?
            Choose 2 answers”

            • The organization-wide default should be set to Public before the update can be performed.
            • The Salesforce Platform can update up to 200 accounts at a time.
            • The data update will cause sharing recalculations and should be completed during off- peak hours.
            • The team can defer sharing calculations to decrease the risk of lock errors during the data update.
            • 答え

              A,D

              47

              Cloud Kicks (CK) hired a consultant to analyse its Selesforce forecasting configuration end advise CK on how to improve it. The consultant found opportunities in the Value Proposition stage showed up m Collaborative Forecasting inconsistently, which led to inaccurate reporting What should the consultant recommend to ensure that opportunities show up consistently?

              • Make the Forecast Category a required held.
              • Change the Forecast Report to include Forecast Category.
              • Map opportunity stages to the Forecast Category.
              • Add a validation rule to the Forecast Category.
              • 答え

                C

                48

                “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
                • Account Teams
                • Sales Cloud Einstein
                • Territory Management
                • 答え

                  D

                  49

                  Cloud Kicks likes to have its supervisors coach the consultants based on the call transcripts. Which Salesforce product should the consultant recommend?

                  • Salesforce Service Cloud
                  • Salesforce native CTI Connector
                  • Salesforce High Velocity Sales
                  • Salesforce Sales Cloud
                  • 答え

                    C

                    50

                    “Cloud Kicks has 300,000 account records and 16 million invoices In a custom object with a master-detail relationship to the Account. Each account record takes a long time to display due to the rendering time of the invoice related list.
                    What should the consultant do to solve this issue?”

                    • Enable Collapsible Sections for the Invoice related list
                    • Move the invoice related list to a separate tab on the Lightning page.
                    • Convert the Invoice object into a lookup relationship.
                    • Enable indexing on all visible fields on the invoice related list.
                    • 答え

                      D