Free CRT-251: Sales Cloud Consultant Exam Questions and Answers

Universal Containers’ current solution for managing its forecasts is cumbersome. The sales managers do NOT have visibility into their teams’ forecasts and are NOT able to update the forecasts. As a result, the managers are continually asking their sales representatives to provide updated forecast data via email or phone. Which two solutions should a consultant recommend to help Universal Containers improve the management of their forecasts? Choose two answers.

Select 2 answers.

• AA. Enable override forecast permission in the Manager’s profile.
• BB. Configure weekly customized forecast reports and dashboards to be emailed to sales management.
• CC. Create a forecast hierarchy and assign managers to the forecast manager role.
• DD. Create forecast Chatter groups where sales representatives can post and share their forecasts.

Universal Containers has a customer base that includes both individual consumers and businesses. The company has implemented Person Accounts in Salesforce and has a custom object for “Policies” that needs to relate to both Person Accounts and business accounts. What is the minimum configuration on the policy custom object needed to meet this requirement?

• AA. Create a contact lookup field and an account lookup field.
• BB. Create a master-detail account relationship.
• CC. Create a custom contact lookup field.
• DD. Create a master-detail contact relationship.

Universal Containers has automated the process of creating new account records in Salesforce. All accounts records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. Universal Containers is now seeing performance issues when it makes any changes to account sharing rules. What can Universal Containers do to address the issue without changing its integration?

• AA. Set the organization-wide defaults for accounts to public read/write.
• BB. Contact Salesforce support to add an index to the account object.
• CC. Ensure that the generic user has the Modify All Data permission.
• DD. Ensure that the generic user has NOT been assigned to a role.

Universal Containers is planning to implement Salesforce Sales Cloud to support its professional services division. The Universal Containers sales team wants to easily see customer purchasing activity on account, contact, and contact detail pages. What should a consultant recommend to meet this requirement?

• AA. Enable Salesforce Console for Sales to see customer purchasing activity.
• BB. Create a global publisher action to view all customer purchasing activity.
• CC. Enable the Orders object in Salesforce to track customer purchases.
• DD. Create a custom object related to the account, contact, and contract objects.

Universal Containers is preparing for the launch of its new Sales Cloud implementation to a global user base. With previous sales automation applications, the company had slow adoption of the new solution. Which three Sales Cloud deployment factors should be considered to help ensure adoption? Choose three answers.

Select 3 answers.

• AA. Type of training delivered
• BB. Sales rep quota targets
• CC. Management communications
• DD. Maintenance release schedule
• EE. Training in local language

What are two capabilities of Data Loader? Choose two answers.

Select 2 answers.

• AA. Ability to extract organization and configuration data.
• BB. Ability to prevent importing duplicate records.
• CC. Ability to export field history data
• DD. Ability to run one-time or scheduled data loads

Universal Containers forecasts and closes business monthly, and it needs to store details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month. What should a consultant recommend to meet this requirement?

• AA. Schedule a custom forecast report to run weekly and store the results in a custom report folder.
• BB. Create a reporting snapshot to run daily and store the results in a custom object.
• CC. Create a reporting snapshot to run weekly and store the results in a custom object.
• DD. Schedule a custom forecast report to run daily and store the results in a custom report folder.

Universal Containers uses a seven-step selling methodology. Each sales stage corresponds with a step in the methodology. The first stage is a preliminary qualification step, and opportunities in this stage should NOT contribute to the forecast. Which two actions should a consultant recommend to meet these requirements? Choose two answers.

Select 2 answers.

• AA. Instruct sales users to enter 0$ for the opportunity amount.
• BB. Configure the first stage with the omitted forecast category.
• CC. Override the forecast to be 0$ for first stage opportunities.
• DD. Assign 0% probability to the first sales stage.

Universal Containers has enables Advanced Currency Management. How is the converted amount data reported on a report that spans time periods when the exchange rate was different?

• AA. Converted amounts are based on exchange rates that use the oldest entry.
• BB. Converted amounts are based on the exchange rates entered in the opportunity.
• CC. Converted amounts are based on exchange rates that use the current entry.
• DD. Converted amounts are based on the historical exchange rate associated with the close date.

Universal Containers has a large sales department that is dispersed worldwide. Sales managers want greater visibility into the opportunities in progress with their respective teams and want to receive email notifications when opportunities reach key metrics ( e.g. progress to a certain stage or reach a specific probability). However, individuals want to control the frequency of their email notifications. Which two solutions should a consultant recommend? Choose two answers.

Select 2 answers.

• AA. Configure the individual Salesforce for Outlook email settings to control notification frequency.
• BB. Configure Chatter Feed Tracking to provide updates for the key metrics the sales managers are looking for.
• CC. Create a report filtering for the desired criteria and individuals subscribe to the report.
• DD. Define a workflow rule and email task that is triggered when key fields are updated to new values.