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Salesforce CRT-251 V15.75 #111〜#120

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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

111

“Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. CK just added a new business unit to Salesforce. Managers in the new business unit report that their forecasts are accurate but they are unable to see the discount amount in the Opportunity list in Collaborative Forecasting.
What should a consultant do to resolve the issue?”

  • Add a new discount field for the new business unit.
  • Check the field level security for the managers’ profile.
  • Add the Discount field to the Sales Path for the managers.
  • Use a validation rule to ensure that a discount is entered.

    • 答え

    B

    112

    What are two capabilities of Data Loader? Choose 2 answers

    • Extracts organization and configuration metadata
    • Prevents importing duplicate records
    • Exports field history data
    • Runs one-time or scheduled data loads

      • 答え

      C,D

      113

      “A consultant has completed the Build and Validate phases of a Sales Cloud implementation at Cloud Kicks.
      Which step should the consultant complete next?”

      • Upgrade to the latest Salesforce Release.
      • Sign off on the statement of work.
      • Deliver training.
      • Complete a post-mortem.

        • 答え

        C

        114

        ”
        Cloud Kicks is running a campaign for the Shoe of the Month club. Sales management wants to use Campaign Influence features with Opportunities to attribute a percentage of success to influential campaigns.
        Which feature will allow for revenue share with standard and custom attribution models?”

        • Create a reporting snapshot for Campaigns.
        • Use sharing rules to give access to Campaign members.
        • Create a formula field to track Campaign Influence.
        • Use Customizable Campaign Influence for reporting.

          • 答え

          D

          115

          Cloud Kicks needs to associate some Contacts with many Accounts. Which solution should a consultant recommend meeting this requirement?

          • Use the Contact roles related list on Accounts.
          • Add a custom Account lookup field on the Contact.
          • Use the Contact to Multiple Accounts feature.
          • Add Contact to the partners related list on other Accounts.

            • 答え

            C

            116

            “After completing a successful Sales Cloud rollout to a new business unit at Universal Containers, sales forecasting within Salesforce is inaccurate. Upon closer inspection, some opportunities appear in the incorrect forecast category.
            How should a consultant troubleshoot this issue efficiently?”

            • Write a conditional validation rule on the Forecast Category field.
            • Make the Forecast Category a required field on relevant Opportunity page layouts.
            • Create a report to determine the number of opportunities in each forecast category.
            • Verify the Stage to Forecast Category Mappings on the Opportunity object

              • 答え

              D

              117

              “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/1 for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope 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 to allow reps to continue to collaborate while eliminating incorrect edits?
              Choose 2 answers”

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

                • 答え

                B,D

                118

                “Cloud Kicks (CK) sells online subscriptions for its leading Shoe of the Month club.
                Customers can make a single payment or pay weekly, monthly, or quarterly. CK wants to use Opportunities to track and report on these subscription deals.
                What should a consultant recommend to meet this requirement?”

                • Enable schedules on the Product object.

                • 答え

                  A

                  119

                  Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. The leadership team at CK wants to improve the rate of user adoption, What should the consultant recommend?

                  • Add an Approvals process to the Opportunity object to enforce data standards.
                  • Conduct a requirements workshop to gather user stories.
                  • Create a report to track the login rate over the last 7 days.
                  • Create a Slack channel to gather and discuss feedback from users.

                    • 答え

                    C

                    120

                    “Cloud Kicks needs to implement a group of Campaigns that are related to a specific marketing initiative to report on success.
                    What should a consultant recommend to meet the requirement?”

                    • Create a custom Campaign Purpose field.
                    • Create a custom Campaign Group object.
                    • Use the existing Parent Campaign field.
                    • Use a Marketing dashboard from the AppExchange.

                      • 答え

                      C

                      2023 過去問
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