[Q48-Q62] Get Prepared for Your CRT-251 Exam With Actual Salesforce Study Guide!

Q48. Cloud Kicks’ (CK) VP of technology wants to start using Salesforce for all the sales team’s automation. CK migrated 70 million records from a legacy database to the datawarehouse that will be synced with Salesforce. CK wants to search and cross-reference records with the original source database. What should a consultant recommend meeting this requirement?

Use the standard External ID field and map this to the source record ID value.

Use a custom External ID field and map this to the source record ID value.

Use the standard External ID field and map this to the Salesforce record ID value.

Use a custom field named External ID and map this to the Salesforce record ID value.

Q49. On larger opportunity, multiple sale, representative at Universal Container, collaborate on a single Opportunity to complete the sale. Revenue for the Opportunity a divided among sales representatives. Additionally, technical sale, managers receive a percentage of the sales credit.
How should the consultant meet this business requirement?

Create a formula field on the Opportunity to track revenue attributed to technical sales managers.

Enable Opportunity Teams and ask opportunity owners to add a sales team.

Use adjustments In Collaborative Forecasting to track the appropriate revenue for each Opportunity.

Enable Opportunity splits, enable revenue splits for sales representatives, and overly splits for technical. sales managers.

Q50. 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 installments beginning in the month the products are sold. The admin needs to configure Sales Good to accommodate the new pricing term and to help the finance department forecast easily.
What should the consultant recommend to meet the requirement?

Use Revenue Schedules to capture installment payment plan details for each Product.

Add a custom field to the Quotes object to capture the number of installments,

Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales.

Create a Process Builder to create an Order for each installment payment.

Q51. Universal Containers sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant product’s sales process.
Which two solutions should a consultant recommend to meet these requirements? Choose two answers.

Configure opportunity record types for each sales process.

Create sales stages that align with opportunity record types.

Define sales processes to map to each opportunity record type.

Define the default opportunity teams for each opportunity record type.

Q52. Universal Containers wants to set up Einstein Activity Capture for Microsoft to allow automatic syncing of sales reps” Person Accounts with Microsoft contacts and vice versa.
Which consideration should the consultant be aware of?

Lightning Sync works in conjunction with Einstein Activity Capture.

Einstein Activity Capture is supported in the Salesforce Classic interface.

New Person Accounts should be created in Microsoft and synced to Salesforce.

New Person Accounts should be created in Salesforce and synced to Microsoft.

Q53. Cloud Kicks manages its sales pipeline using Salesforce. When an opportunity moves to the closed/lost stage, the company wants to enforce that the expected revenue value be $0 in reports and dashboards.
Which solution should a consultant recommend to meet this requirement?

Define an approval process to set the expected revenue field to $0 when the opportunity stage Is closed/lost.

Define a Process Builder process to set the forecast category to omitted when the Opportunity stage Is closed/lost.

Ensure there Is a dependency between stage and forecast category picklists to enforce the closed value for closed/lost stages.

Create a validation rule to verify the forecast probability for closed/lost opportunities is 0% and omit the forecast category for closed/lost.

Q54. What actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? Choose 2 answers

Establish a stakeholder committee and meeting schedule.

Create scheduled dashboard to be sent weekly to all stakeholders.

Acquire the client stakeholders’ key performance indicators.

Ensure the project key performance indicators are profitable

Q55. 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.

Q56. 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.

Q57. Northern Trail Outfitters (NTO) wants to boost the importance of its sales stages and their role in NTO’s sales methodology; they also want to enhance the precision of their sales forecast. How should the steps in the sales process be mapped so NTO’s requirements are met?

Map sales probability values to forecast categories; assign sales stages accurate percentages

Map opportunity stages to forecast categories; assign accurate probability to each stage.

Map appropriate sales stage to opportunity stage; assign accurate forecast probability

Map forecast probability to opportunity probability; assign appropriate sales stage

Q58. Organization-wide default settings for Account is set to Private at Cloud Kicks- Users are unable to see each others accounts.
When a Salesforce admin assigns User A as the owner of an opportunity related to User B’s account, which additional access will User A gain?

User A will have Read-Write access to the opportunity’s Account and its related contact records.

User A will have Read-Only access to the opportunity’s Account record.

User A will have Read-Only access to the opportunity’s Account and its related contact records.

User A will have Read-Write access only to the opportunity’s Account record.

Q59. Sales directors at Northern Trail Outfitters (NTO) cannot see or update their teams’ forecasts. Sales representatives are constantly asked to provide the directors with their updated forecast information.
Which two methods should NTO use to correct how forecasts are managed? (Choose two.)

Create forecast Chatter groups where sales representatives can post and share their forecasts.

Configure weekly customized forecast reports and dashboards to be emailed to sales management.

Enable override forecast permission in the Manager’s profile.

Create a forecast hierarchy and assign managers to the forecast manager role.

Q60. Universal Containers uses a custom object named “Analysis”, which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones. What should a consultant recommend to meet this requirement?

Create a Visualforce page.

Create an Action.

Create a related list button.

Create a custom object tab.

Q61. 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.

Q62. When importing data, what happens if some records do not meet the data validation criteria?

Import process ignores the data validation criteria.

Import process fails only for the records with invalid data.

Import process aborts when it encounters the first invalid record.

Import process requires user authorization to import the invalid records.