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Passing the Salesforce CRT-251 exam is a significant achievement for sales professionals who want to advance their careers in the Salesforce ecosystem. It not only validates their knowledge and skills in implementing and managing Sales Cloud solutions but also opens up new career opportunities. With the ever-increasing demand for Salesforce experts, having a CRT-251 certification can help professionals stand out in a crowded job market and increase their earning potential.
NEW QUESTION # 75
Northern Trail Outfitter has created a Complaints custom object related to Accounts. Due to the sensitive nature of these records, the object's visibility has been set to Private. A dedicated subnet of support users who will work on these items has been added to a Complaints Specialist public group. Only users within the Complaints Specialist public group should be able to view and edit any Compliant record.
Which two options should a consultant recommend to meet the requirements? Choose 2 answers
- A. Uncheck the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object.
- B. Use Apex managed sharing to grant record access to users In the Complaints Specialist public group and restrict manager visibility.
- C. Set the Complaint object's default visibility to allow only the users in the Complaints Specialist group to access the records.
- D. Create a catena-based sharing rule that grants Read/Write access to the Complaints Specialist public group.
Answer: A,D
NEW QUESTION # 76
Cloud Kicks wants to release product enhancements effectively to drive user adoption mtd have the impact on the organization and users' day-to-day functions.
What are three steps for successful change and seasonal release management?
Choose 3 answers
- A. Create an org development model.
- B. Collect input from stakeholders.
- C. Train end users after deployment.
- D. Prioritize executive requests.
- E. Communicate updates to end user.
Answer: A,B,E
Explanation:
Explanation
These are three steps for successful change and seasonal release management. Change and release management is the process of planning, testing, deploying, and communicating changes and updates to a system or process, such as Salesforce. Some steps for effective change and release management are:
Communicate updates to end user: This step involves informing the end users about the changes and updates that are coming, why they are important, how they will affect their work, and when they will be available. This can help increase user awareness, adoption, and feedback.
Create an org development model: This step involves defining the roles, responsibilities, tools, and environments for developing, testing, and deploying changes and updates. This can help ensure quality, consistency, and security of the system or process.
Collect input from stakeholders: This step involves gathering feedback and suggestions from the stakeholders who are affected by or involved in the changes and updates, such as users, managers, customers, or partners. This can help identify needs, requirements, issues, or risks of the system or process.
NEW QUESTION # 77
Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has dosed the most deals in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few of them.
Which two actions can forecast managers perform?
Choose 2 answers
- A. Add a Forecasts tab to the Sales app.
- B. Add territory forecast to the hierarchy.
- C. View the territory forecasts as a single-page summary.
- D. Share the forecast with any Salesforce user.
Answer: C,D
Explanation:
Viewing the territory forecasts as a single-page summary and sharing the forecast with any Salesforce user are two actions that forecast managers can perform. A territory forecast is a forecast that shows how much revenue is expected from a specific territory or group of territories. A single-page summary is a view of the territory forecast that displays all the territories in the hierarchy and their forecast amounts in one page. Forecast managers can use this view to compare and analyze the performance of different territories at a glance. Forecast managers can also share their forecasts with any Salesforce user who has access to the same forecast type, regardless of their role or territory assignment. This allows them to collaborate and communicate with other users about their forecasts.
NEW QUESTION # 78
The Cloud Kicks IT team wants to enable person Accounts in its Salesforce org. Which three prerequisites must be met before the Consultant can enable person Accounts? Choose 3 answers
- A. At least one record type has been created for Accounts.
- B. User profiles with read access to Accounts also have read access to Contacts.
- C. The Organization-wide Default for both Accounts and Contacts have been set to Public Read/Write.
- D. The Cloud Kicks Salesforce Community has been disabled to allow person Account self-registration in the future.
- E. The Organization-wide Default for Contacts has been set to Controlled by Parent.
Answer: A,B,E
NEW QUESTION # 79
Cloud Kicks recently launched Sales Cloud, Admins need to know the pages with the highest traffic.
Which option should a consultant recommend to meet this requirement?
- A. Install the Salesforce Adoption Dashboards package from AppExchange.
- B. Create a custom report based on Lightning Exit By Page Metrics.
- C. Create a custom report based on Lightning Usage By Browser Metrics.
Answer: A
Explanation:
To identify the pages with the highest traffic in Salesforce, a consultant should recommend installing the Salesforce Adoption Dashboards package from AppExchange. This package provides a set of pre-built dashboards and reports that offer insights into user adoption and engagement metrics, including the most visited pages. These dashboards can help admins understand which pages are most frequently used, aiding in the optimization of user experience and identifying areas for further training or improvement.
NEW QUESTION # 80
Access to opportunities at Cloud kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.
What are two actions a consultant can take to meet the requirement? Choose 2 answers
- A. Set organization-wide defaults for opportunities to Private.
- B. Set Territory Management to grant Read access to opportunities owned by others.
- C. Set opportunity access on the role to View All opportunities associated with their accounts.
- D. Set organization-wide defaults for opportunities to Public Read-Only.
Answer: A,C
Explanation:
Explanation
Setting opportunity access on the role to View All opportunities associated with their accounts allows sales users to view all opportunities that are related to accounts they own or are above them in the role hierarchy.
This meets the requirement of giving sales users access to opportunities that are tied to accounts they own.
Setting organization-wide defaults for opportunities to Private restricts access to opportunities by default, so that only the owner and users above them in the role hierarchy can view them. This meets the requirement of giving sales users access to opportunities they own.
NEW QUESTION # 81
Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. The leadership team at CK wants to improve the rate of user adoption, What should the consultant recommend?
- A. Add an Approvals process to the Opportunity object to enforce data standards.
- B. Create a Slack channel to gather and discuss feedback from users.
- C. Create a report to track the login rate over the last 7 days.
- D. Conduct a requirements workshop to gather user stories.
Answer: C
NEW QUESTION # 82
How can a consultant determine which capabilities of a Sales Cloud implementation are required during the Discovery phase?
- A. Observe end users.
- B. Demo Sales Cloud to end users.
- C. Establish KPIs for end MTV.
Answer: A
Explanation:
During the Discovery phase, observing end users helps consultants understand how users interact with the current system, identify pain points, and determine which capabilities of a Sales Cloud implementation are required. By directly observing the workflow and usage patterns, consultants can gather valuable insights into user needs and requirements, ensuring that the implementation aligns with actual business processes.
Reference:
Discovery Phase Best Practices
Understanding User Needs through Observation
NEW QUESTION # 83
Cloud Kicks to see how many closed won opportunities a campaign has generated over last 30 days. They have implemented a campaign influence model that uses the primary campaign source. Which two steps are needed to meet this requirement using standard functionality? Choose 2 answers
- A. Have representatives populate a field on the opportunity record with the dollar amount of expected revenue from the campaigns that influenced the opportunity.
- B. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
- C. Have the administrator define rules for campaigns to automatically add opportunities and then lock after 30 days.
- D. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.
- E. Add child campaigns of the primary campaign source automatically if the child campaigns have an end date that falls before the opportunity close date.
Answer: B,E
NEW QUESTION # 84
The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks.
The sales team needs to create
and edit leads, contacts, and opportunities with ease.
Which feature should the consultant recommend the sales team use?
- A. Lightning Mobile Component
- B. Smart Actions
- C. Einstein Activity Capture
Answer: B
NEW QUESTION # 85
The sales director at Cloud Kicks wants to prevent users from viewing each other's Opportunities but wants them to check to see that the Account already exists prior to creating a new Account. Which organization-wide default should the consultant recommend?
- A. Set Account to Public Read Only, and Opportunity to Private.
- B. Set Account and Opportunity to Public Read Only.
- C. Set Account to Public Read Only and use a criteria-based sharing rule on Opportunity.
- D. Set Account and Opportunity to Private.
Answer: A
NEW QUESTION # 86
Northern Trail Outfitters' Board of Directors thinks that sales user adoption should be calculated by the number of daily logins. Which two measures of sales user adoption should be considered when implementing Sales Cloud? Choose 2 answers
- A. Number of reports exported to Excel for analysis
- B. Number of neglected opportunities over time by role
- C. Organizational chart with titles
- D. Overall effectiveness of mass email campaigns
- E. Completeness of records entered into the new system
Answer: B,E
NEW QUESTION # 87
The Sales Cloud implementation at Cloud Kicks (CK) is now live. End user training is complete. IT stakeholders have signed off on the technical aspects of the project. The CK admin continues to call the consultant with questions about the sales process.
What should the consultant do?
- A. Conduct a knowledge transfer with the admin.
- B. Suggest that CK purchase a support agreement.
- C. Recommend that the admin attend Salesforce instructor-led training.
Answer: A
Explanation:
A knowledge transfer is essential to ensure that the Cloud Kicks admin is fully equipped to manage the Sales Cloud implementation post-go-live. This process involves detailed discussions, documentation, and training sessions to cover any gaps in understanding and to ensure the admin can handle day-to-day operations and troubleshoot issues. It also fosters independence and confidence in managing the system.
Reference:
Knowledge Transfer Best Practices
Salesforce Training and Adoption
NEW QUESTION # 88
The sales director does not want users viewing each other's Opportunities, but wants users to check to see that the Account does not already exist prior to creating a new Account. Which Organization-Wide Default should the Consultant recommend?
- A. Set Account to Public Read/Write, and opportunity to Controlled by Parent
- B. Set Account t and Opportunity to Private.
- C. Set Account to Public Read Only, and Opportunity to Public Read Only.
- D. Set Account to Public Read/Write, and Opportunity to Private.
Answer: D
NEW QUESTION # 89
The admin at uBHMBon tamers has been getting complaints from sales reps about duplicate Leads ...
Salesforce. The admin has already set up a matching rule for Leads.
What should the consultant recommend to resolve the issue?
- A. Confirm the standard matching rule is inactivated.
- B. Change the criteria for the standard Contact matching rule.
- C. Confirm the custom matching rule is activated.
- D. Change the criteria for the standard Lead matching rule.
Answer: C
Explanation:
Confirming that the custom matching rule is activated is the best way to resolve the issue of duplicate leads in Salesforce. A matching rule is a rule that defines how records are compared for duplicates based on fields and fuzzy logic. A custom matching rule is a matching rule that can be created and customized by users based on their needs and preferences. A custom matching rule must be activated before it can be used by duplicate rules or other features that prevent or allow duplicates. By confirming that the custom matching rule is activated, the admin can ensure that leads are matched according to their criteria and duplicates are detected and handled accordingly.
NEW QUESTION # 90
Which roll-up summary fields are supported between two Advanced Currency Management objects when enabling Advanced Currency Management?
- A. Opportunity object to Account In the default currency of the user's manager
- B. Opportunity line object to Opportunity object
- C. Opportunity line object to Product object in the default currency of the organization
- D. Opportunity object to Opportunity object
Answer: B
NEW QUESTION # 91
Sales reps at Cloud Kicks are spending too much time coordinating meetings with prospective clients.
Which solution should a consultant recommend to schedule meetings more efficiently?
- A. Create a site that clients can access to schedule meetings.
- B. Utilize the Insert Availability feature in Salesforce Inbox.
- C. Share the sales reps' Salesforce calendar wrth clients.
- D. Ask clients to share their Outlook calendars.
Answer: A
NEW QUESTION # 92
Cloud Kicks (CK) frequently works with contractors for marketing focus groups.
These contractors change companies often, and CK wants to retain its company history through Accounts.
What should the consultant recommend?
- A. Implement Person Accounts to represent the relationship.
- B. Use Account Teams associated with the previous companies.
- C. Implement the Contacts to Multiple Accounts feature.
- D. Use a junction object to represent the previous companies
Answer: C
NEW QUESTION # 93
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The CRT-251 exam covers a wide range of topics related to Sales Cloud, including lead and opportunity management, account and contact management, sales process design, sales forecasting, and sales team management. CRT-251 exam also tests the candidate's knowledge of integration with other Salesforce products, such as Service Cloud and Marketing Cloud. Additionally, the exam assesses the candidate's ability to design and implement advanced Sales Cloud solutions that meet the unique needs of each individual organization.
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