Sales Cloud Consultant v1.0 (CRT-251)

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Total 70 questions

Universal Containers has enables Advanced Currency Management.
How is the converted amount data reported on a report that spans time periods when the exchange rate was different?

  • A. Converted amounts are based on exchange rates that use the oldest entry.
  • B. Converted amounts are based on the exchange rates entered in the opportunity.
  • C. Converted amounts are based on exchange rates that use the current entry.
  • D. Converted amounts are based on the historical exchange rate associated with the close date.


Answer : D

Universal Containers wants to improve sales productivity in inside sales and is has been advised to consider Salesforce Console for Sales.
Which two use cases justify this recommendation? (Choose two.)

  • A. Need to add notes quickly while talking to the client.
  • B. Need to view the caller ID on screen and quickly make calls with one click.
  • C. Need to prioritize search results for contacts and opportunities.
  • D. Need to chat with customers in real time with Chatter.


Answer : AB

Universal Containers has a private sharing model and wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team.
How can the documents be shard efficiently and securely?

  • A. The documents should be uploaded to Salesforce Files and shared with the field sales organization.
  • B. The documents should be emailed to the sales team on the opportunity record.
  • C. The documents should be uploaded to Salesforce Files from the opportunity record.
  • D. The documents should be uploaded to a library that is shared with the field sales organization.


Answer : A

Universal Containers is moving from a legacy customer relationship management (CRM) system to Salesforce Sales Cloud. What should a consultant recommend to ensure a successful implementation?

  • A. Review the current system with all levels of users to understand their requirements.
  • B. Review the current system with executive management to understand their requirements.
  • C. Review the current system with IT management to understand their requirements.
  • D. Review the current system and configure Sales Cloud to work in the same way.


Answer : A

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. Direct selling
  • D. Solution selling


Answer : D

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 last modified date on the quotes.
  • B. Reference the synced quote field on the opportunity record.
  • C. Reference synced quote history on the opportunity.
  • D. Follow the opportunities"™ quotes in Chatter.


Answer : B

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?

  • A. Use Apex to update a custom field on the parent account with the total value of open opportunities form the child accounts.
  • B. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
  • C. Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
  • D. Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy.


Answer : A

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.)

  • A. Run the opportunity pipeline standard report to view the upcoming opportunities by stage.
  • B. Use a workflow rule to email sales management when the opportunity is created in the closed/won stage.
  • C. Create a report that displays opportunities that have a closed date less than or equal to the created date.
  • D. Create a workflow rule that automatically updates the opportunity to the first stage in the sales process.


Answer : BC

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. Enable Email to Salesforce before sending email templates to Salesforce.


Answer : C

What are two capabilities of Data Loader? (Choose two.)

  • A. Ability to extract organization and configuration data.
  • B. Ability to prevent importing duplicate records.
  • C. Ability to export field history data
  • D. Ability to run one-time or scheduled data loads


Answer : CD

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.)

  • A. Number of reports exported to Excel for analysis
  • B. Number of neglected opportunities over time by role
  • C. Completeness of records entered into the new system
  • D. Overall effectiveness of mass email campaigns


Answer : BC

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

  • A. Add the Person Account to the Contact Roles.
  • B. Add the Person Account to the Account owner"™s default team.
  • C. Add the Person Account to the Partners Related List.
  • D. Add the Person Account to the Account Team.


Answer : C

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

  • A. Build a joined report with closed opportunities, forecasting items, and quotas.
  • B. Customize quotas with product report, and add necessary fields.
  • C. Build a custom report type with forecasting quotas and forecasting items.
  • D. Create an analytic snapshot to capture the opportunity forecast.


Answer : D

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.)

  • A. Create a Chatter group to share product information with the sales team, product managers, and customers.
  • B. Use Process Builder to create a chatter post.
  • C. Use an assignment to notify product managers when opportunities are updated.
  • D. Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals.


Answer : AB

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 non-technical marketing team.
Which solution should the consultant recommend?

  • A. Lightning Platform
  • B. Salesforce Mobile Sites
  • C. Lightning Components
  • D. Customer Community


Answer : D

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Total 70 questions