Sales Cloud コンサルタント PR

Salesforce CRT-251 V15.75 #161〜#170

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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

161

“Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.
Which two recommendations should the consultant make?
Choose 2 answers”

  • Include the Forecast Manager field on the Territory page layout.
  • Include the Forecast Manager field on the Opportunity page layout.
  • Assign a forecast-enabled forecast manager to each territory.
  • Assign a role for each manager in the user role hierarchy.
  • 答え

    C,D

    162

    “Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.
    Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected in Sales Cloud.
    How should the consultant show sales operations what the data will look like after the change?”

    • Use Tableau to geocode account addresses and display on a territory map.
    • Install the Territory Management Reporting Pack from the AppExchange.
    • Run the updated assignment rules in planning State and view the accounts on the territory detail page.
    • Use Data Loader to export the accounts and make updates in Google Sheets.
    • 答え

      C

      163

      “Sales reps at Cloud Kicks (CK) often receive important customer emails they want to record as activities related to contacts in Salesforce. CK has Office 365, as well as a policy that prevents users from installing anything directly on their computers.
      Which solution should a consultant recommend meeting this requirement?”

      • Salesforce for Outlook
      • Salesforce Console for Sales
      • Einstein Activity Capture
      • Lightning Console for Sales
      • 答え

        C

        164

        Cloud Kicks has a requirement to measure end user adoption and data quality in Salesforce. Which solution should the consultant recommend?

        • Einstein Conversation Insight-;
        • tableau custom dashboard
        • Adoption and Data Quality Dashboards Pack
        • Salesforce Surveys
        • 答え

          C

          165

          “The admin at Universal Containers is attempting to retire a Product, but they are receiving an error because the Product is associated to an Opportunity.
          What should the consultant recommend to resolve the issue most efficiently'”

          • Remove the related Product from all Opportunities and Quotes.
          • Archive the Product or Price Book and each related Price Book entry.
          • Edit the Product record and uncheck the Active field.
          • Create a Flow to automatically delete the Product from the Price Book.
          • 答え

            A

            166

            “Northern Trails Outfitters (NTO) is ready to start the next phase of its Salesforce implementation. A consultant recommends using Universal Process Notation (UPN) to document the business process maps NTO will use as its guide.
            As NTO maps out its processes, which two key principals of UPN should the team keep in mind?
            Choose 2 answers”

            • Attach supporting information at the detail level.
            • Use symbols of different colors, arrows, and swim lanes for clarity.
            • Limit the number of activity boxes on the screen to 8 to 10.
            • Keep version control and change history at the diagram level.
            • 答え

              C,D

              167

              “A Consultant is configuring Einstein Forecasting to help the sales team predict how much they will sell by the end of a forecasting period.
              Which two considerations should the consultant keep in mind to ensure that predictions are displayed.
              Choose 2 answers”

              • Predictions are based only on the standard close date and Amount fields.
              • Predictions are only shown when at least 12 months of Opportunity data exists.
              • 答え

                A,B

                168

                “Cloud Kicks (CK) wants to migrate data from its existing enterprise resource planning (ERP) system to CK wants to organize its data using the unique ID that is a number type in the ERP.
                What should the consultant recommend to meet the requirement?”

                • Map the ERP unique ID to a custom external ID unique number field.
                • Create a text field and insert the ERP unique ID.
                • Use the ERP unique ID as the Salesforce ID.
                • Create an external ID unique number field in the ERP labeled ERP unique ID.’
                • 答え

                  A

                  169

                  “Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.
                  What are two justifications for using third-party data enrichment tools?
                  Choose 2 answers”

                  • To survey customers to update their data
                  • To enhance prospect data signaling intent to purchase
                  • To find new prospects who match the selling segment
                  • To create customer segments with personas and scoring
                  • 答え

                    B,C

                    170

                    “Universal Containers (UC) has acquired another company that uses Salesforce and is migrating its legacy email alerts, and approval processes.
                    Which two steps should the consultant perform to maintain data integrity?
                    Choose 2 answers”

                    • Enable the Create Audit Fields permission to insert historically accurate records.
                    • Use the Salesforce Approval Process clone feature to migrate approval processes.
                    • Merge the legacy Salesforce org into UC’s Salesforce org and migrate the approval processes.
                    • Insert users, and then migrate email alerts and approval processes into UCS Salesforce org.
                    • 答え

                      A,D