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Salesforce CRT-251 V15.75 #151〜#160

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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

151

“Sometimes, sales reps need to create contacts without accounts based on business processes.
What should the consultant take into consideration about these contacts?”

  • Contacts without accounts need to be shared through sharing rules
  • Contacts without accounts are shared through the Role Hierarchy.
  • Contacts without accounts are private and only the owner and admin can view them.
  • Contacts without accounts need to be manually shared.

    • 答え

    C

    152

    During the Discovery phase of a project, which three steps should a consultant complete to prepare for a successful engagement? Choose 3 answers

    • Create implementation plan.
    • Establish project goals.
    • Define sales processes.
    • Define success metrics.
    • Set project milestones.

      • 答え

      A,D,E

      153

      “Cloud Kicks has hired a consultant to help with its initial Salesforce implementation. Which three steps should the consultant take to help Cloud Kicks get Salesforce up and running?
      Choose 3 answers”

      • Define company vision.
      • Finalize integrations.
      • Prioritize goats.
      • Define KPIs.
      • Analyze competitors.

        • 答え

        A,C,D

        154

        “Access to opportunities at Cloud kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.
        What are two actions a consultant can take to meet the requirement? Choose 2 answers”

        • Set opportunity access on the role to View All opportunities associated with their accounts.
        • Set organization-wide defaults for opportunities to Private.
        • Set Territory Management to grant Read access to opportunities owned by others.
        • Set organization-wide defaults for opportunities to Public Read-Only.

          • 答え

          A,B

          155

          “Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK’s process and pain points. Which three approaches should a consultant use to learn about and empathize with the customer?
          Choose 3 answers”

          • Embodying
          • Shadowing
          • Interviewing
          • Role Playing
          • Leading Workshops

            • 答え

            A,B,C

            156

            “Cloud Kicks is in the process of implementing Salesforce for its sales teams. Senior management has concerns about adoption.
            What should a consultant recommend to encourage adoption?”

            • Establish goals and key metrics.
            • Give users access to a Sandbox environment.
            • Define the sales process.
            • Plan a first release with minimum features

              • 答え

              A

              157

              “Universal Containers wants to minimize the need for sales reps to manually create meetings and events that are stored on their calendars.
              Which two Einstein Activity Capture (EAC) capabilities should the consultant consider? Choose 2 answers”

              • EAC a two-way sync for events and contacts.
              • EAC events are unable to be synched with contacts and leads.
              • EAC adds events to the activity timeline for custom objects.
              • EAC supports emails, events, and contacts.

                • 答え

                A,D

                158

                “Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks. Contracts are created from the Account page. Sales reps need to view all contracts for the Account on the Opportunity record.
                What should a consultant Implement to meet the requirement?”

                • Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable.
                • Add the Contracts related list to each of the Opportunity page layouts used In the sales　record types.
                • use the Related List – Single component to display the Account’s Contracts on the Opportunity Lightning page.
                • Create an object-specific action to create a Contract record from the Opportunity page layouts used by sales.

                  • 答え

                  C

                  159

                  Cloud Kicks want to track different details for trade shows and customer webinars. Which capability enables the use of custom fields, contextual validation rules, and varied layouts?

                  • Parent Campaigns
                  • Custom Picklist
                  • Campaign Hierarchies
                  • Record Types

                    • 答え

                    D

                    160

                    “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. ST.C

                      • 答え

                      A

                      2023 過去問
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