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Salesforce CRT-251 V15.75 #91〜#100

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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

91

“Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with …opportunities are missing Contacts.
Which feature should a consultant recommend to build this report?”

  • Custom report type
  • Joined report
  • Cross filter
  • Custom filter

    • 答え

    C

    92

    “Cloud Kicks has decided to implement Sales Cloud Einstein. After setting up Sales Cloud Einstein, a consultant finds some of the features are not enabled.
    What are two steps the consultant can take to troubleshoot the issue?
    Choose 2 answers”

    • Check Sales Cloud Einstein permission set assignments.
    • Validate the Connected App Details.
    • Verify Integration User Profile Details
    • Reconfigure the Einstein Lead Scoring app.

      • 答え

      B,C

      93

      “Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly installments beginning in the month the products are sold. The admin needs to configure Sales Good to accommodate the new pricing term and to help the finance department forecast easily.
      What should the consultant recommend to meet the requirement?”

      • Use Revenue Schedules to capture installment payment plan details for each Product.
      • Add a custom field to the Quotes object to capture the number of installments,
      • Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales.
      • Create a Process Builder to create an Order for each installment payment.

        • 答え

        B

        94

        “Universal Containers has configured the Account organization-wide default (OWD) sharing as Public Read Only. All customer Accounts are owned by the customer successmanager. When a customer calls support to update their contact information, the support agent on their Account team is unable to edit the Account.
        Which approach should a consultant recommend allowing the support agent to edit the Account, while still enforcing the Public Read Only OWD?”

        • The support agent should add themselves to the customer’s Account team to grant Edit permissions.
        • The support agent should contact the customer success manager to update the Account.
        • The customer success manager should change the owner of the Account to the support agent.
        • The customer success manager should include the support agent on the default Account team with Edit permissions.

          • 答え

          D

          95

          A sales manager at Cloud Kicks wants the sales team to stay informed about the team’s progress in Quip. Which approach should a consultant recommend?

          • Use Salesforce Chatter groups and enable access to the sales team.
          • Utilize Salesforce Notes standalone related list in Lightning Experience.
          • Connect a document or spreadsheet to a Slack channel.
          • Use Salesforce Chatter groups and restrict access to the sales team.

            • 答え

            C

            96

            “Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CX has implemented dated exchange rates by using Advanced Currency Management.
            How is the converted currency amount calculation on Opportunities determined?”

            • The close date regardless of the opportunity stage
            • The close date only when the stage is closed
            • The current exchange rate regardless of the close date
            • The exchange rate at the time the opportunity is closed

              • 答え

              A

              97

              “The admin at uBHMBon tamers has been getting complaints from sales reps about duplicate Leads … Salesforce. The admin has already set up a matching rule for Leads.
              What should the consultant recommend to resolve the issue?”

              • Confirm the standard matching rule is inactivated.
              • Change the criteria for the standard Lead matching rule.
              • Change the criteria for the standard Contact matching rule.
              • Confirm the custom matching rule is activated.

                • 答え

                D

                98

                Which two use cases will protect the integrity of order data with activation limitations? Choose 2 answers

                • New Products can be added to active orders.
                • Products can be removed from active reduction orders.
                • Orders can be activated only if they include a Product.
                • Multiple reduction orders can be created for a single order.

                  • 答え

                  C,D

                  99

                  “The sales department at Cloud Kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship.
                  Which solution should the consultant recommend?”

                  • Use Contact roles on the Opportunity object.
                  • Add a contact lookup Meld to the Opportunity.
                  • Add a multi-select picklist field on the Opportunity object.
                  • Use a junction object between the Opportunity and Contact.

                    • 答え

                    A

                    100

                    Cloud Kicks wants to utilize Opportunities to report and track subscriptions to its Shoe of the Month club. Subscribers can make a single payment or pay weekly, monthly, or quarterly. Which solution should the consultant recommend to meet the requirement?

                    • Enable schedules on the Product object.
                    • Activate schedules on the Opportunity object.
                    • Implement contracts with a lookup to the Opportunity object.
                    • Configure assets with a lookup to the Opportunity object.

                      • 答え

                      A

                      2023 過去問
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