2024 New Training Course CRT-251 Tutorial Preparation Guide [Q134-Q149]

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2024 New Training Course CRT-251 Tutorial Preparation Guide

Dumps of CRT-251 Cover all the requirements of the Real Exam

NEW QUESTION # 134
Cloud Kicks has decided to implement Sales Cloud Einstein. After setting up Sales Cloud Einstein, a consultant finds some of the features are not enabled.
What are two steps the consultant can take to troubleshoot the issue?
Choose 2 answers

  • A. Verify Integration User Profile Details
  • B. Validate the Connected App Details.
  • C. Reconfigure the Einstein Lead Scoring app.
  • D. Check Sales Cloud Einstein permission set assignments.

Answer: A,B


NEW QUESTION # 135
Universal Containers wants to implement a website for a new product launch. The siteshould 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. LightningComponents
  • B. Salesforce Mobile Sites
  • C. Customer Community
  • D. Lightning Platform

Answer: C


NEW QUESTION # 136
Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stages often lack key information that sales managers at each stage because sales reps have yet to enter the data.
What should the consultant recommend so opportunity stage reports always contain the data managers expect?

  • A. Customize path and create validate rules dependent on stages.
  • B. Configure Path by checking the key field required checkbox.
  • C. Create an Auto launched flow to determine if required fields are missing.
  • D. Mark the fields as required on the page layout.

Answer: B

Explanation:
Explanation
Configuring Path by checking the key field required checkbox can ensure that opportunity stage reports always contain the data managers expect, as it makes certain fields mandatory for users to fill in before they can move an opportunity to a specific stage. Path is a feature that guides users through a set of stages for a particular business process, such as opportunity sales stages. Users can see key fields and guidance for each stage, and update them as they progress along the path. Marking fields as required on the page layout can also ensure that opportunity stage reports always contain the data managers expect, as it prevents users from saving an opportunity record without entering values for those fields. Page layouts control how fields, related lists, and other components are arranged on a record detail or edit page.


NEW QUESTION # 137
Cloud Kicks manages its sales pipeline using Salesforce. When an opportunity moves to the closed/lost stage, the company wants to enforce that the expected revenue value be $0 in reports and dashboards.
Which solution should a consultant recommend to meet this requirement?

  • A. Ensure there Is a dependency between stage and forecast category picklists to enforce the closed value for closed/lost stages.
  • B. Create a validation rule to verify the forecast probability for closed/lost opportunities is 0% and omit the forecast category for closed/lost.
  • C. Define an approval process to set the expected revenue field to $0 when the opportunity stage Is closed/lost.
  • D. Define a Process Builder process to set the forecast category to omitted when the Opportunity stage Is closed/lost.

Answer: D


NEW QUESTION # 138
On larger opportunity, multiple sale, representative at Universal Container, collaborate on a single Opportunity to complete the sale. Revenue for the Opportunity a divided among sales representatives. Additionally, technical sale, managers receive a percentage of the sales credit.
How should the consultant meet this business requirement?

  • A. Enable Opportunity Teams and ask opportunity owners to add a sales team.
  • B. Enable Opportunity splits, enable revenue splits for sales representatives, and overly splits for technical. sales managers.
  • C. Create a formula field on the Opportunity to track revenue attributed to technical sales managers.
  • D. Use adjustments In Collaborative Forecasting to track the appropriate revenue for each Opportunity.

Answer: B


NEW QUESTION # 139
Cloud Kicks requires its sales reps to 90 through an internal certification process on myTrallhead before they add specific groups of Products to Opportunities.
Which two solutions should be used to validate that sales reps have completed the myTrailhead badge?
Choose 2 answers

  • A. Use a validation rule on Products marked as requiring the myTrailhead badge to prevent those Products from being added to an Opportunity.
  • B. Use a Process Builder process on Products marked as requiring the myTrallhead badge to automatically share the Products with sales reps who have completed the badge.
  • C. Use a separate once book for the Products requiring the myTrailhead badge and only share the once book with sales reps who have completed the badge-
  • D. Use a validation rule on Opportunity Products to prevent a sales rep from adding Products marked as requiring the myTrailhead badge if the rep has yet to complete the badge.

Answer: C,D

Explanation:
Explanation
Using a validation rule on Opportunity Products can prevent a sales rep from adding Products marked as requiring the myTrailhead badge if the rep has yet to complete the badge. The validation rule can check the value of a custom field on the Product object that indicates whether the myTrailhead badge is required, and compare it with a custom field on the User object that tracks whether the sales rep has completed the badge. If the validation rule evaluates to true, it can display an error message and block the addition of the Product.
Using a separate price book for the Products requiring the myTrailhead badge and only sharing the price book with sales reps who have completed the badge can also validate that sales reps have completed the myTrailhead badge. The price book can contain only the Products that require the badge, and it can be shared with sales reps who have a custom field on their User record that indicates they have completed the badge.
This way, only those sales reps can access and add those Products to their Opportunities.


NEW QUESTION # 140
Cloud Kicks has a complicated sales process and is currently using 12 stages for Opportunities. Sales representatives often have difficulties deciding when to move Opportunities through the various stages.
Which solution should the Consultant recommend?

  • A. Configure a dashboard that shows Opportunities that have not moved stages for 30 days, and provide training to those Opportunity owners.
  • B. Use Process Builder to send emails to sales representatives when Opportunities reach key stages, providing detailed information on what they need to do to move the Opportunities to the next stage(s).
  • C. Advise sales representatives to post on Chatter so the sales team can collaborate to move Opportunities along the pipeline quicker.
  • D. Use Path to provide guidance for key Opportunity stages.

Answer: D


NEW QUESTION # 141
Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks. Contracts are created from the Account page. Sales reps need to view all contracts for the Account on the Opportunity record.
What should a consultant Implement to meet the requirement?

  • A. use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.
  • B. Add the Contracts related list to each of the Opportunity page layouts used In the sales record types.
  • C. Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable.
  • D. Create an object-specific action to create a Contract record from the Opportunity page layouts used by sales.

Answer: C


NEW QUESTION # 142
The Cloud Kicks Sales Support team manually enters leads into Salesforce throughout the week. It was discovered that many of the leads already exist as Contacts in the system based on matching email address. This has resulted in high volume of unconverted leads. Which solution should be used to identify and block future duplicates from being created?

  • A. Build a report that groups leads by email address to identify and merge duplicates
  • B. Create a process builder and flow that emails the user of a potential duplicate Contact when a Lead is created.
  • C. Use Dataloader to import the leads each week instead of entering leads individually.
  • D. Activate the Standard Lead Duplicate Rule that matches on both Lead and Contact.

Answer: D


NEW QUESTION # 143
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. Direct selling
  • B. Target account selling
  • C. Relationship selling
  • D. Solution selling

Answer: D


NEW QUESTION # 144
The shipping department at Universal Containers is responsible for sending product samples as part of the sales process. When an opportunity moves to the "sampling" stage, Universal Containers wants an automatic email sent to the shipping department listing the products on the opportunity.
How can this requirement be met using a workflow email?

  • A. Create it on the opportunity using an HTML email template.
  • B. Create it on the opportunity using a Visualforce email template.
  • C. Create it on the opportunity product using an HTML email template.
  • D. Create it on the opportunity product using a Visualforce email template.

Answer: B


NEW QUESTION # 145
Sales Management at Cloud Kicks has noticed that the Quote amount on Opportunities does not match the Opportunity amount. Which two actions should the Consultant recommend to resolve this issue? Choose 2 answers

  • A. Add the Syncing checkbox to the Quotes related list.
  • B. Add a global action to sync the Quote with the Opportunity.
  • C. Build a formula field on Opportunity to roll up Total Value from the Quote Record.
  • D. Build a Workflow rule to update the Opportunity Amount with a Grand Total Value on the Quote Record.
  • E. Add a Sync button to the Page Layout.

Answer: A,E


NEW QUESTION # 146
The sales at Cloud Kicks needs to track the number of retail locations for each of its Leads. Once the Lead is converted, the sales team wants to see the number of retail locations related to its customer. The service team also wants to view this information. Which two actions should the Consultant take to meet this requirement? Choose 2 answers

  • A. Map the custom field from the Lead object to the standard field on the Account object during lead conversion.
  • B. Create custom fields on the Account and Lead objects to store the number of retail locations.
  • C. Update the Account with number of retail locations after it has been converted.
  • D. Create a rollup field on the Account to calculate the number of retail locations.
  • E. Map the custom field from the Lead object to the custom field on the Account object during lead conversion.

Answer: B,E


NEW QUESTION # 147
The sales team at Cloud Kicks needs to track the number of retail locations for each of its Leads. Once the Lead is converted, the sales team wants to see the number of retail locations related to its customer. The service team also wants to view this information.
Which two actions should the Consultant take to meet this requirement? (Choose two.)

  • A. Map the custom field from the Lead object to the standard field on the Account object during lead conversion.
  • B. Update the Account with number of retail locations after it has been converted.
  • C. Create a rollup field on the Account to calculate the number of retail locations.
  • D. Create custom fields on the Account and Lead objects to store the number of retail locations.
  • E. Map the custom field from the Lead object to the custom field on the Account object during lead conversion.

Answer: C,E


NEW QUESTION # 148
The management at Universal Containers noticed the lead conversion ratio has remained the same for the hospitality industry despite an increase in lead creation.
Which reporting tool can help determine the issue?

  • A. Report on lead lifetime by industry
  • B. Industry performance dashboard
  • C. Campaign dashboard by industry
  • D. Report on leads by source

Answer: A


NEW QUESTION # 149
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