Salesforce CRT-251 Practice Exam Questions

  • 234 Questions With Valid Answers
  • Updation Date : 8-Dec-2023
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Related Exams

CRT-251 Test Sample Questions:



Universal Containers has configured a private sharing model with opportunity team selling enabled.
The company allows its sales representatives to add sales team members to their opportunities
when necessary. As a result, each sales representative has opportunities they directly manage and
opportunities on which they collaborate with other sales representatives. Which data set filter report
would allow the sales representatives to see all opportunities they are involved with?

  ↠ 

My team-selling and my opportunities

  ↠ 

My team-selling shared opportunities

  ↠ 

My team’s opportunities

  ↠ 

My collaborative opportunities


My team-selling and my opportunities





Universal Containers does NOT have a direct sales team; its channel partners are responsible for
selling and servicing products. Over the past quarter, these has been an increased volume of leads.
However, the Vice President of Channels has been receiving many complaints from partners on the
poor quality of the leads and has noticed a significant drop in the lead conversion rate. What should
a consultant recommend to improve partner satisfaction with the leads being shared?

  ↠ 

Assign all leads to the partner channel manager to validate the lead data and manually assign to partners.

  ↠ 

Create multiple validation rules to ensure that all fields on the lead record are populated with data.

  ↠ 

Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners.

  ↠ 

Use the lead score on the Find Duplicates button and assign the leads with a score in the high category.


Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners.





Universal Containers uses Products in Salesforce and has a private security model. The product
management employees do NOT have access to all opportunities but wants to track the performance
of a new product after it is launched. What should a consultant recommend to allow the product management employees to track the performance of the product?

  ↠ 

Create a trigger to add the product management team to the sales team of relevant opportunities.

  ↠ 

Create a criteria-based sharing rule to add the product management team to relevant opportunities.

  ↠ 

Create a trigger to set the product manager as owner for opportunities on the new product.

  ↠ 

Create a new product and add it to the price book with the product manager as an owner.


Create a criteria-based sharing rule to add the product management team to relevant opportunities.





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.

  ↠ 

Type of training delivered

  ↠ 

Sales rep quota targets

  ↠ 

Management communications

  ↠ 

Maintenance release schedule

  ↠ 

Training in local language


Type of training delivered


Management communications


Training in local language





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.

  ↠ 

Report on campaign return on investment (ROI)

  ↠ 

Report on the discount approval time for quotes

  ↠ 

Dashboard of month-over-month trend of lead conversions

  ↠ 

Dashboard of opportunity stage duration


Report on the discount approval time for quotes


Dashboard of opportunity stage duration





Universal Containers wants to implement a website for a new product launch. The site should be
publicly available, allow visitors to submit requests for information, and be managed by the nontechnical
marketing team.
Which solution should the consultant recommend?

  ↠ 

Lightning Platform

  ↠ 

Salesforce Mobile Sites

  ↠ 

Lightning Components

  ↠ 

Customer Community


Customer Community





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.

  ↠ 

Create a Chatter group to share product information with the sales team, product managers, and
customers.

  ↠ 

Use Process Builder to create a chatter post.

  ↠ 

Use an assignment to notify product managers when opportunities are updated.

  ↠ 

Add the opportunity team, product managers, and customers to libraries containing files relevant


Create a Chatter group to share product information with the sales team, product managers, and
customers.


Use Process Builder to create a chatter post.





Universal Containers needs to show a dashboard with forecast by product family with quotas. Which
solution should a consultant recommend?

  ↠ 

Build a joined report with closed opportunities, forecasting items, and quotas.

  ↠ 

Customize quotas with product report, and add necessary fields.

  ↠ 

Build a custom report type with forecasting quotas and forecasting items.

  ↠ 

Create an analytic snapshot to capture the opportunity forecast.


Create an analytic snapshot to capture the opportunity forecast.





What is the recommended approach to relate a Person Account to another Account?

  ↠ 

Add the Person Account to the Contact Roles.

  ↠ 

Add the Person Account to the Account owner’s default team.

  ↠ 

Add the Person Account to the Partners Related List.

  ↠ 

Add the Person Account to the Account Team.


Add the Person Account to the Partners Related List.





Universal Containers recently completed the implementation of a new Sales Cloud solution. The
stakeholder committee believes that sales user adoption is best measured by the number of daily
logins. Which two measures of sales user adoption should be considered? Choose two answers.

  ↠ 

Number of reports exported to Excel for analysis

  ↠ 

Number of neglected opportunities over time by role

  ↠ 

Completeness of records entered into the new system

  ↠ 

Overall effectiveness of mass email campaigns


Number of neglected opportunities over time by role


Completeness of records entered into the new system





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

  ↠ 

Ability to extract organization and configuration data.

  ↠ 

Ability to prevent importing duplicate records.

  ↠ 

Ability to export field history data

  ↠ 

Ability to run one-time or scheduled data loads


Ability to export field history data


Ability to run one-time or scheduled data loads





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?

  ↠ 

Enable Email-to-Close and use the Import Wizard.

  ↠ 

Create an email template change set or use the Lighting Platform.

  ↠ 

Manually recreate the email and mail merge templates in Salesforce.

  ↠ 

Enable Email to Salesforce before sending email templates to Salesforce.


Manually recreate the email and mail merge templates in Salesforce.





Sales management at Universal Containers is concerned that pipeline and forecasting reports are
inaccurate because sales representatives are creating opportunities after they are closed/won.
Which two solutions will help sales management identify and address the issue? Choose two
answers.

  ↠ 

Run the opportunity pipeline standard report to view the upcoming opportunities by stage.

  ↠ 

Use a workflow rule to email sales management when the opportunity is created in the
closed/won stage.

  ↠ 

Create a report that displays opportunities that have a closed date less than or equal to the
created date.

  ↠ 

Create a workflow rule that automatically updates the opportunity to the first stage in the sales
process.


Use a workflow rule to email sales management when the opportunity is created in the
closed/won stage.


Create a report that displays opportunities that have a closed date less than or equal to the
created date.





Universal Containers has a public sharing model for accounts and uses the parent account field to
create a multi-level account hierarchy. When viewing a parent account, the company wants to see
the total value of open opportunities for all accounts in the hierarchy. Which solution should a
consultant recommend to meet this requirement?

  ↠ 

Use Apex to update a custom field on the parent account with the total value of open
opportunities form the child accounts.

  ↠ 

Create a roll-up summary field on the parent account showing the total value of open
opportunities from the child accounts.

  ↠ 

Define a workflow rule to update the custom field on the parent account with the total value of
open opportunities from the child accounts.

  ↠ 

Create a link on the account that opens a report showing the total value of open opportunities for
all accounts in the hierarchy


Use Apex to update a custom field on the parent account with the total value of open
opportunities form the child accounts.





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?

  ↠ 

Reference the last modified date on the quotes.

  ↠ 

Reference the synced quote field on the opportunity record.

  ↠ 

Reference synced quote history on the opportunity.

  ↠ 

Follow the opportunities’ quotes in Chatter.


Reference the synced quote field on the opportunity record.




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