
2021 CRT-251 dumps review - Professional Quiz Study Materials
CRT-251 Test Prep Training Practice Exam Questions Practice Tests
NEW QUESTION 27
The sales management team of Universal Containers has noticed that opportunities are taking longer to close.
Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. Which two reporting tools can the sales management team leverage to help determine the cause? Choose two answers.
- A. Report on campaign return on investment (ROI)
- B. Dashboard of month-over-month trend of lead conversions
- C. Dashboard of opportunity stage duration
- D. Report on the discount approval time for quotes
Answer: C,D
NEW QUESTION 28
Universal Containers has a customer base of over 15,000 Accounts and 60,000 Contacts. The marketing manager wants to use the customer data for an upcoming new product launch but is concerned contacts may have moved to different companies.
What should a consultant recommend to ensure customer data is accurate?
- A. Create a workflow rule to mass email the contacts and capture any email bounces.
- B. Create a workflow rule for an account and contact owner to confirm contact data.
- C. Use a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts.
- D. Use a data enrichment tool to verify account and contact data is up-to-date.
Answer: C
NEW QUESTION 29
The members of an opportunity team at Universal Containers are working together to close an opportunity. The sales engineer on the team is having trouble keeping up with the active quote. How can the sales engineer identify the opportunity's active quote?
- A. Reference the synced quote field on the opportunity record.
- B. Reference synced quote history on the opportunity.
- C. Follow the opportunities' quotes in Chatter.
- D. Reference the last modified date on the quotes.
Answer: A
NEW QUESTION 30
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?
- A. Create a custom object tab.
- B. Create a related list button.
- C. Create an Action.
- D. Create a Visualforce page.
Answer: A
Explanation:
Explanation/Reference:
NEW QUESTION 31
Universal Containers plans to implement lead management functionality for channel sales representatives who need to push pre-qualified leads to their partners. Partners need the ability to access and update the leads assigned to them. Which solution should a consultant recommend for this scenario?
- A. Create a task for a partner when a new lead is created and assign the task to the partner in the Partner Community.
- B. Add the leads tab to the Partner Community and configure partner profiles to access leads.
- C. Configure a separate leas record type and page layout for the Partner Community.
- D. Create a customized site where partners can self-register and access their leads.
Answer: B
NEW QUESTION 32
Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met?
- A. Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two field for conversion. Use a trigger toupdate the Contact field with the Account value.
- B. Create a custom field on the Lead and Account objects and configure mapping of these two fields forconversion. Create a custom formula field on the Account object to pull value form the Contact object.
- C. Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object.
- D. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull value form the Account object.
Answer: D
NEW QUESTION 33
Universal Containers wants to implement a sales methodology that focuses on identifying customer's challenges and addressing them with its offerings. Which sales methodology is described above?
- A. Relationship selling
- B. Target account selling
- C. Solution selling
- D. Direct selling
Answer: C
NEW QUESTION 34
The Universal Containers credit department uses a third-party application for credit ratings. Credit department managers need to launch an external web-based credit application from a customer's account record in Salesforce. The application uses a credit ID on the account object. What should a consultant recommend to meet this requirement?
- A. Create a custom button that calls an Apex trigger to launch the credit application and pass the credit ID.
- B. Create a custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID.
- C. Create a formula field that uses the hyperlink function to launch the credit application and pass the credit ID.
- D. Create a workflow rule to launch the product fulfillment application and pass the credit ID.
Answer: C
NEW QUESTION 35
A marketing department that runs many concurrent campaigns has specified that the influence timeframe for a campaign is 60 days. What is the impact on the campaign influence for opportunities when a contact is associated to an opportunity in a contact role?
- A. Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report.
- B. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
- C. All campaigns created within the last 60 days will be added to the campaign influence related list.
- D. All contacts associated with campaigns will be added to the campaign influence related list.
Answer: A
Explanation:
Explanation/Reference:
NEW QUESTION 36
Which two chart types should be used to display summary values from two different levels of grouping in a report? (Choose two.)
- A. Stacked bar chart
- B. Donut chart
- C. Grouped line chart
- D. Funnel chart
Answer: B,D
NEW QUESTION 37
The marketing department at Universal Containers is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its communication materials can be migrated as well. What should a consultant recommend to migrate the marketing department's email templates?
- A. Enable Email-to-Close and use the Import Wizard.
- B. Create an email template change set or use the Lighting Platform.
- C. Manually recreate the email and mail merge templates in Salesforce.
- D. EnableEmail to Salesforce before sending email templates to Salesforce.
Answer: C
NEW QUESTION 38
Universal Containers is devising a separate sales methodology to upsell service contracts to its existing customer base. The company wants to track and report on these deals separately from other deals.
What should a consultant recommend to meet this requirement?
- A. Add "upsell" as a stage and create a summary by opportunity stage.
- B. Create a custom field on opportunity to flag and report on these sales.
- C. Create a separate page layout and report to flag and report on these deals.
- D. Create an opportunity record type and sales process for reporting on these deals.
Answer: D
NEW QUESTION 39
Universal Containers wants to equip its sales team with mobile capabilities. The sales team needs to quickly look up contacts, accounts, and opportunities and easily log calls. Due to limited coverage in certain geographic areas, the sales team wants access to customer information even without an Internet connection. Which mobile solution is appropriate for the Universal Containers' sales team?
- A. Salesforce Touch App
- B. Custom hybrid App
- C. Salesforce Mobile app
- D. SalesforceA App
Answer: C
NEW QUESTION 40
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.)
- A. Create a forecast hierarchy and assign managers to the forecast manager role.
- B. Create forecast Chatter groups where sales representatives can post and share their forecasts.
- C. Enable override forecast permission in the Manager's profile.
- D. Configure weekly customized forecast reports and dashboards to be emailed to sales management.
Answer: A,C
NEW QUESTION 41
The sales management team of Universal Containers has noticed that opportunities are taking longer to close.
Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. Which two reporting tools can the sales management team leverage to help determine the cause? (Choose two.)
- A. Report on campaign return on investment (ROI)
- B. Dashboard of month-over-month trend of lead conversions
- C. Dashboard of opportunity stage duration
- D. Report on the discount approval time for quotes
Answer: C,D
NEW QUESTION 42
A consultant has created a custom formula field on Opportunity that multiples the Opportunity Amount by the Account's Discount field. Which Currency will the formula field use for its value if the Opportunity and the Account records have different Currencies?
- A. The User currency
- B. The Opportunity currency
- C. The Account currency
- D. The Corporate currency
Answer: A
NEW QUESTION 43
Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC Corporation account is owned by a sales user whose profile grants create, read, edit, and delete access to accounts, contacts, and opportunities.
Which two actions does the owner of the ABC Corporation account have the right to take? (Choose two.)
- A. Share the account with other users through manual sharing and account teams.
- B. View, edit, and delete related contacts and opportunities owned by other users.
- C. View, edit, and delete activities owned by other users directly related to the account.
- D. Transfer ownership of related contacts and opportunities owned by other users.
Answer: A,C
NEW QUESTION 44
Sales management at Universal Containers wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers. Which two solutions should a consultant recommend to help product managers engage in sales deals? Choose two answers.
- A. Use an assignment to notify product managers when opportunities are updated.
- B. Create a Chatter group to share product information with the sales team, product managers, and customers.
- C. Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals.
- D. Use Process Builder to create a chatter post.
Answer: B,D
NEW QUESTION 45
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Sales Cloud Consultant CRT-251 Dumps Provided Study Notes
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- Cloud Sales Techniques
- Cloud Sale analytics
- Develop Opportunity
- Cloud Solution Design
- Data Managements
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