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Salesforce CRT-251 V15.75 #51〜#60

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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

51

“Cloud Kicks has identified the KPIs it wants to track for the year. The inside sales team wants a visual way to see the team’s progress for the year.
What should the consultant recommend to meet the requirement?”

  • Modify a report based on KPIs.
  • Set up a dashboard with the KPI reports.
  • Set up a Path based on the KPIs.
  • Install a KPI Tracker app from the AppExchange.

    • 答え

    B

    52

    “The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or contract details for a created order.
    Which two conditions should the consultant consider to meet this requirement’ Choose 2 answers”

    • The order associated with the account should be in draft status.
    • The price book associated with the order is associated with the new account.
    • The currency associated with the order can be different from the new contract.
    • The contract associated with the order is associated with the new account.

      • 答え

      A,D

      53

      “The marketing team is using a separate platform for managing prospects and wants to hand off qualified prospects to the sales team.
      How should the consultant meet this requirement?”

      • Create Salesforce users for the marketing team so they can enter leads directly Into Salesforre.
      • Recommend an integration with the marketing platform that creates leads in Salesforce,
      • Recommend an integration with the marketing platform to Salesforce that generates tasks with lead information.
      • Create a report of Salesforce leads and compare it with marketing data on a regular basis.

        • 答え

        B

        54

        “A customer notices a large increase in leads created overnight which exceed the daily limits. Upon examination, the leads appear to be created by bots. The Customer uses a standard web-to-lead from without safeguards in place to limit spam on forms.
        What should the consultant recommend as the first line of defense before republishing the form?”

        • Select Require reCAPTCHA Verification in Web-to-Lead settings.

        • 答え

          A

          55

          “Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasting to all sales users.
          Which two statements should a consultant consider when enabling forecasting? Choose 2 answers”

          • Opportunity Splits must be enabled at the same time.
          • Multiple Forecast Types must be created and activated.
          • A Single Category or Cumulative Forecast Rollup should be defined.
          • The Forecast tab should be visible to easily view the forecasts.

            • 答え

            C,D

            56

            A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that has a public sharing model for Accounts. Different sales reps own local Accounts that create a multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities and the revenue value for all Accounts in the hierarchy when viewing 2 Parent Account. Which recommendation meets this requirement?

            • Configure an after-save flow to update a custom field on the parent Account with the total value of opportunities from the child Accounts.
            • Create a Roll-Up Summary field on the parent Account with the total value of won Opportunities from the child Accounts
            • Create a workflow rule to update the custom field on the parent Account with the total value of won Opportunities from the child Accounts
            • Use the View Account Hierarchy option and include a custom Roll-Up Summary field with the total value of won Opportunities in the displayed columns.

              • 答え

              A

              57

              “Organization-wide default settings for Account is set to Private at Cloud Kicks- Users are unable to see each others accounts.
              When a Salesforce admin assigns User A as the owner of an opportunity related to User B’s account, which additional access will User A gain?”

              • User A will have Read-Write access to the opportunity’s Account and its related contact records.
              • User A will have Read-Only access to the opportunity’s Account record.
              • User A will have Read-Only access to the opportunity’s Account and its related contact records.
              • User A will have Read-Write access only to the opportunity’s Account record.

                • 答え

                D

                58

                “Cloud Kicks (CK) wants to migrate a data file containing 8,000 leads from a legacy system into Salesforce. Many of the lead owners have left the company, so CK wants to populate the Lead Owner field for these records using the active assignment rule.
                Which two tools should a consultant recommend to meet the requirement?
                Choose 2 answers”

                • Data Import Wizard
                • Data Loader

                • 答え

                  A,B

                  59

                  “The sales director of retail products at Cloud Kicks wants to allow cloning of orders to help sales reps process repetitive orders.
                  What are two guidelines to consider when cloning an order with products? Choose 2 answers ”

                  • A new order’s currency or price book will remain the same If the original order has products.
                  • The admin will be able to set up which fields can be cloned to a new order.
                  • A cloned order must be associated with the same contract as the original order.
                  • A cloned order’s start date must fall between the associated contract’s start and end dates.

                    • 答え

                    A,D

                    60

                    “The Universal Containers sales team wants to easily show Account relationships to its sales reps and report on these relationship.
                    Which two considerations should the consultant take into account?
                    Choose 2 answers”

                    • Account relationships are visible from Person Account records.
                    • A Person Account can be either a parent or child in the Account Hierarchy.
                    • Account Hierarchy displays only the Amounts users have Read permission to view.
                    • Accounts can be organized into different divisions based on specific criteria.

                      • 答え

                      C,D

                      2023 過去問
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