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Salesforce CRT-251 Exam Questions
- Topic 1: Explain The Factors That Influence Sales Metrics, Kpis And Business Challenges/ Explain Common Sales Processes And Key Considerations
- Topic 2: Given A Scenario, Determine How To Facilitate A Successful Consulting Engagement (Plan, Gather Requirements, Design, Build, Test, And Document)
- Topic 3: Given A Scenario, Determine Appropriate Sales Deployment Considerations/ Given A Scenario, Measure The Success Of A Sales Cloud Implementation Project
- Topic 4: Given A Set Of Requirements, Design An End-To-End Sales Process From Lead To Opportunity To Quote To Close To Order
- Topic 5: Given A Scenario, Analyze Customer Requirements To Determine An Appropriate Solution Design Considering Capabilities, Limitations, And Design Trade-Offs
- Topic 6: Given A Scenario, Identify An Appropriate Approach When Designing The Lead Conversion Process/ Describe The Implementation Considerations When Designing A Sales Process
- Topic 7: Given A Scenario, Determine When It Is Appropriate To Include Custom Application Development Or A Third-Party Application
- Topic 8: Describe The Appropriate Uses Cases For Account And Opportunity Teams And The Effect On Sales Roles, Visibility, Access, And Reporting
- Topic 9: Explain The Capabilities And Use Cases For Enterprise Territory Management/ Explain The Capabilities, Use Cases And Design Considerations When Implementing Orders
- Topic 10: Explain The Capabilities, Use Cases And Design Considerations Of Salesforce Mobile Applications Pertinent To The Sales Process
- Topic 11: Explain How Marketing Capabilities Support The Sales Process/ Given A Scenario, Recommend Appropriate Methods For Lead Scoring And Criteria For Lead Qualification
- Topic 12: Explain The Best Practices For Managing Lead Data Quality/ Identify Use Cases And Design Considerations For Social Accounts And Contacts
- Topic 13: Explain How The Ownership Of Account And Contact Records Drive Visibility Of Related Sales Information Such As Opportunities, Activities, Etc
- Topic 14: Explain The Various Methods For Establishing Relationships Between Accounts And Contacts/ Explain The Impact Of Having An Account Hierarchy/ Explain The Use Cases And Implications For Implementing Person Accounts
- Topic 15: Explain The Methods For Populating And Maintaining Account And Contact Data Using Data Enrichment Tools/ Given A Set Of Requirements, Determine How To Support Different Sales Process Scenarios
- Topic 16: Given A Scenario, Determine The Relationships Between Sales Stages, Forecast And Pipeline
- Topic 17: Describe The Relationships Between Opportunities To Assets, Product Line Items And Schedules, Price Books, Quotes, Contracts, Campaigns, Etc
- Topic 18: Given A Set Of Requirements, Determine The Appropriate Forecasting Solution/ Describe The Impact Of Multi-Currency On Opportunities
- Topic 19: Given A Scenario, Determine The Key Features That Help To Enable And Measure Sales Productivity And Adoption/ Identify Use Cases And Considerations For Using Email And Productivity Tools
- Topic 20: Given A Scenario, Identify The Appropriate Mobile Solution To Improve Sales Productivity/ Explain The Use Cases And Best Practices For Using Content Vs. Salesforce Files In The Sales Process
- Topic 21: Explain The Use Cases For Communities And Sites In The Sales Process/ Identify The Impact Of Enabling Communities
- Topic 22: Given A Set Of Desired Metrics, Determine The Appropriate Report, Dashboard Or Reporting Snapshot Solution
- Topic 23: Describe The Implementation Considerations Of Multi-Currency On Reports And Dashboards/ Explain The Use Cases And Considerations For Integrations Common To Sales Cloud Implementations
- Topic 24: Explain The Use Cases And Considerations For Data Migration In Sales Cloud/ Given A Scenario, Analyze The Implications And Design Considerations Of Large Data And Transaction Volumes
- Topic 25:
Free Salesforce CRT-251 Exam Actual Questions
Note: Premium Questions for CRT-251 were last updated On Dec. 08, 2024 (see below)
Cloud Kicks (CK) recently implemented Einstein Opportunity Scoring in its production org. CK is using the Amount field in its Opportunity Scoring model.
What will a user without access to the Amount field on the Opportunity object observe?
In Einstein Opportunity Scoring, if a user lacks access to a field (such as the Amount field) that is used as a contributing factor, that field is omitted from the scoring details that the user sees. Salesforce respects field-level security settings, so users without permission to view certain fields will not see those fields in the contributing factors section. Instead, the scoring model will still display, but without the restricted fields in the breakdown of contributing factors.
Sales leadership at Universal Containers is concerned that sales reps are negotiating deals with contacts without the authority to make a decision, resulting is lost deals.
What should the consultant recommend to resolve the issue?
To avoid lost deals due to negotiating with non-decision makers, requiring sales reps to identify and designate a contact as the decision maker on each opportunity ensures that the appropriate stakeholders are involved. This approach enforces the validation of the decision maker role, which can help prevent deals from stalling or being lost due to lack of authority on the contact's part. Salesforce allows configuration of required fields or processes to make sure critical information is captured before advancing stages, helping align the sales process with effective decision-making structures.
During the Discovery phase of a Sales Cloud implementation, which step should a consultant complete to prepare for a successful engagement?
In the Discovery phase of a Sales Cloud implementation, it is essential to define the sales processes that will be supported in Salesforce. This step involves understanding the specific stages and steps within the organization's sales cycle and ensures that Salesforce will be configured to align with these processes. Defining sales processes is foundational for creating a solution that meets business needs and is aligned with user expectations, as it impacts subsequent configuration, training, and adoption efforts.
Cloud Kicks (CK) has organization-wide defaults set to Public Read-Only for Opportunity. One of the Account Team roles at CK Is Executive Sponsor. Account Team members with the Executive Sponsor rote need Read/Write access to all child Opportunities.
How should the consultant meet the requirement?
To meet the requirement of granting Read/Write access to child Opportunities for Account Team members with the Executive Sponsor role, an Opportunity sharing rule should be created. Sharing rules in Salesforce allow you to automatically extend access to users based on their roles or other criteria. In this case, the sharing rule would be configured to provide Read/Write access to Opportunities for those in the Executive Sponsor role on the Account Team.
Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas.
Which solution should a consultant recommend?
To show reports and dashboards with Opportunity Forecast by Product family with team Quotas, creating a custom report type that includes Forecasting Quotas and Forecasting Items is the recommended solution. This custom report type allows sales managers to generate detailed reports that combine information about forecasted opportunities and the quotas set for the team, providing a comprehensive view of performance by product family.
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