Sales Cloud コンサルタント PR

Salesforce CRT-251 V15.75 #121〜#130

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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

121

“The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks. The sales team needs to create and edit leads, contacts, and opportunities with ease.
Which two features should the consultant recommend for the sales team to use?
Choose 2 answers”

  • Lightning Mobile Component
  • Quick Actions
  • Einstein Activity Capture
  • Mobile Smart Actions
  • 答え

    B,D

    122

    “Cloud Kicks is concerned that the sales team is taking longer to dose opportunities in comparison to the same time last year. The VP of sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results.
    Which two actions should the consultant take to meet the requirement?
    Choose 2 answers”

    • Create a report based on the Opportunity reporting snapshot.
    • Create a dashboard component and schedule the dashboard to refresh monthly.
    • Schedule a reporting snapshot of the Opportunity History object to run monthly.
    • Schedule a reporting snapshot of the Opportunity object to run monthly.
    • 答え

      A,D

      123

      “Cloud Kicks wants to sell to both consumers and businesses. The consumer sales team and business sales team will use different Stages.
      Which two Salesforce functions will allow the consultant to meet this requirement?
      Choose 2 answers”

      • Sales Processes
      • Pipeline Inspection
      • Opportunity Splits
      • Record Types
      • 答え

        A,D

        124

        During a Discovery session at Cloud Kicks, a topic is highlighted that How should the consultant proceed?

        • Conduct another Discovery session.
        • Define and submit a change order for the new items.
        • Revise the timeline for the new items.
        • Continue work because it is covered by the warranty.
        • 答え

          B

          125

          “Cloud Kicks (CK) has a private Opportunity sharing model and leverages Opportunity teams to extend sharing. Occasionally, a team member’s access needs to be removed due to changes in sales structure.
          How can CK revoke Opportunity team access on an ad-hoc basis?”

          • REVISE
          • REVISEC. Remove the user’s Opportunity team member.
          • Remove the Opportunity team related list from page layouts.
          • 答え

            C

            126

            “Cloud Kicks sales reps want to see all of their current opportunities, and the full details, with a minimal amount of navigation or dicks to cycle through them.
            Which functionality should the consultant recommend?”

            • Construct a new Sales Console app including opportunities.
            • Create a ‘My Opportunities’ report and open each opportunity in a new browser tab.
            • Create a ‘My Team Opportunities’ report and open each opportunity in a new browser tab.
            • From the ‘My Opportunities’ list view, select the Split View option.
            • 答え

              D

              127

              “Universal Containers’ sales operations team needs to provide visibility on sales pipeline changes on a monthly basis.
              How should the consultant meet this requirement?”

              • Create an Opportunity History report for open pipeline Opportunities in a given date range.
              • Create a custom pipeline date range field and display it on the Forecasting tab.
              • Create a sales pipeline dashboard that includes filters for Opportunity date ranges.
              • Create training an how to use date filters on reports to compare pipeline for different date ranges.
              • 答え

                C

                128

                “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 instalments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast easily.
                What should the consultant recommend meeting the requirement?”

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

                  A

                  129

                  “During the requirements gathering workshops at Cloud Kicks, the project team and subject matter experts bring up new ideas to incorporate4 into the current project.
                  Which best practice should the consultant use to refocus the meeting and stay on topic? ”

                  • Tell key stakeholders that the team is focused on other ideas,
                  • Remind the team of the purpose and scope of this project.
                  • Incorporate the new ideas into the solution design.
                  • Invite only the subject matter experts to subsequent workshops.
                  • 答え

                    B

                    130

                    “The sales team at Cloud Kicks has been late meeting deadlines on a specific project and has missed multiple project meetings.
                    What should the consultant recommend to the project manager?”

                    • Revisit the communication plan and set up more frequent check-ins.
                    • 答え

                      A