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Salesforce CRT-251 V15.75 #191〜#200

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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

191

“The sales managers at Universal Containers (UC) believe that many of the sales reps’ deals that are being lost to competitors are getting less attention than deals that are won.
What should a consultant build so management can assess whether its belief is correct and monitor it going forward?”

  • Create formula fields on Opportunity and Activity.
  • Install an AppExchange app for tracking Lead conversion.
  • Build a report on Opportunities and Activities.
  • Build a report on Leads and Activities.

    • 答え

    D

    192

    ”
    Cloud Kicks requires its sales associates to record all customer interactions within Salesforce. Which sales metric can a sales manager at Cloud Kicks use to monitor and reinforce its sales strategy?”

  • Close Rate
  • Renewal Rate
  • Forecast Accuracy
  • Activity Tracking

    • 答え

    D

    193

    “Universal Containers’ (UC) sales reps have said there are too many reports and dashboards which makes it hard to find what is important to them.
    What should a consultant recommend that use to solve this issue?”

  • Enhanced Folder Sharing

  • 答え

    A

    194

    “Cloud Kicks (CK) maintains products and price books on an external platform due to the high frequency of pricing changes to products. CK has a B2B license. Sales managers want to monitor pipeline by sales rep and territory, report on team revenue to goal, and view order status «n Salesforce.
    What are two actions the consultant should take to meet the requirements? Choose 2 answers”

  • Enable Optional Price Books for Orders.
  • Implement Opportunity Teams and Opportunity Splits
  • Use opportunities and enable Forecasts
  • Import products and price books from the external platform.

    • 答え

    A,B

    195

    “Users at Cloud Kicks (CK) say the global search is returning too many results when searching for contacts. CK’s admin confirmed that users have the correct permissions and record access to the contacts they want to see.
    What should a consultant recommend to yield better search results?”

  • Use quotation marks operator around contact’s first and last name.
  • Add company name next to contacts full name in the search window.
  • Add LIKE keyword next to contact’s full name in the search window.
  • Use parentheses operator to limit search to the Contacts object.

    • 答え

    B

    196

    “Cloud Kicks (CK) has an external enterprise resource planning (ERP) system that stores product order information. CK wants to view those orders as a related list on the account record in real time.
    Which best practice should the consultant recommend?”

  • Implement Salesforce Connect and an external object to get real-time product order information, and add the external object as a related fist on the Account.
  • Create a Lightning component, and get the real-time product order information from ERP using REST integration.
  • Create external object product onto” information in Salesforce, run a nightly batch to get details from ERP, and add the external object as a related fist on the Account.
  • Implement Salesforce-to-Salesforce to get real-time product order information, and add it as a related list on the Account.

    • 答え

    A

    197

    “A sales rep notices they can edit some opportunities associated with accounts they own, but is unable to edit other opportunities, although these are associated with accounts they own. Which three reasons could explain the sales rep’s experience?
    Choose 3 answers”

  • Sharing Rules for opportunities are set to Manager Groups.
  • Opportunity visibility allows View access to opportunities owned by others and associated with accounts they own.
  • The organization-wide defaults for opportunities are set to Private.
  • All provisioned Opportunity object permissions enable Read access with all accounts the sales rep.
  • Some opportunities associated with the sales rep’s account are owned by other users.

    • 答え

    B,C,E

    198

    “Multiple sales reps work together to close opportunities at Good Kicks. Management needs to know how much each sales nap receives on opportunities they dose to maintain accurate quota reports.
    Which solution should a consultant recommend to meet the requirement?”

  • Set the organization-wide sharing default for the Opportunity object to Private.
  • Create custom fields on the Opportunity object for sales reps to enter a credit percentage.
  • Enable Opportunity Spats and add the Opportunity Splits related list to Opportunity page layouts.
  • Enable Opportunity Team Selling and create a report grouped by Opportunity team member.

    • 答え

    C

    199

    Cloud Kicks is migrating from its current CRM application to Salesforce in phases across various regions. The current CRM application manages customer and pipeline information that resides in a legacy back-end application which needs to be migrated to Salesforce. Which approach should the consultant use for the source data migration?

  • Migrate all Contacts, then Opportunities, and then Accounts from the legacy back-end application.
  • Migrate all Accounts, then Contacts, and then Opportunities from the legacy back-end application.
  • Migrate all Opportunities, and then associate Accounts and Contacts from the current CRM application.
  • Migrate all Contacts, then Accounts, and then Opportunities from the current CRM application.

    • 答え

    B

    200

    “Cloud Kicks has a complicated sales process. Sales reps often have difficulty deciding when to move opportunities through various stages.
    Which solution should the consultant recommend?”

  • Use automation to send emails to sales reps with Guidance for Success
  • Configure a dashboard that shows opportunities that have remained in the same stage for 30 days
  • Activate Path and add up to five key fields and Guidance for Success
  • Advise sales reps to collaborate on Slack to move opportunities along the pipeline.

    • 答え

    C

    2023 過去問
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