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New Sales Cloud Consultant CRT-251 Exam Practice Questions

Total 304 Questions

Last Updated On: 16-Jan-2025

Question # 1

Universal Containers wants to associate some contacts with more than one account (e.g., a contact in an employee of one account and on the boards of several other accounts). Which solution should a consultant recommend to meet this requirement?
A. Enable contacts to multiple accounts feature.
B. Clone the contact record and add it to the second account.
C. Add the contact to the partners related list on the second account.
D. Associate the contact to other accounts using a custom lookup field

Add the contact to the partners related list on the second account.

Question # 2

Universal Containers requires its sales representatives to go through an internal certification process to sell certain groups of products. Which two actions prevent a sales representative from adding these products to opportunities if they are NOT certified to sell them? Choose two answers.
A. Use a validation rule on opportunity products to prevent them from adding products marked as required certification if they are NOT certified.
B. Use a validation rule on products marked as requiring certification to prevent them from being added to an opportunity.
C. Use a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified.
D. Use a separate price book for the products requiring certification and only share the price book to users who are certified.

Use a validation rule on opportunity products to prevent them from adding products marked as
required certification if they are NOT certified.

Use a separate price book for the products requiring certification and only share the price book to
users who are certified.

Question # 3

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.
A. Type of training delivered
B. Sales rep quota targets
C. Management communications
D. Maintenance release schedule
E. Training in local language

A. Type of training delivered
C. Management communications
E. Training in local language

Question # 4

Universal Containers is devising a separate sales methodology to upsell service contracts to its existing customer base. The company wants to track and report on these deals separately from other deals. What should a consultant recommend to meet this requirement?
A. Create a custom field on opportunity to flag and report on these sales.
B. Create an opportunity record type and sales process for reporting on these deals.
C. Create a separate page layout and report to flag and report on these deals.
D. Add “upsell” as a stage and create a summary by opportunity stage.

Create an opportunity record type and sales process for reporting on these deals.

Question # 5

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

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

Question # 6

Universal Containers’ current solution for managing its forecasts is cumbersome. The sales managers do NOT have visibility into their teams’ forecasts and are NOT able to update the forecasts. As a result, the managers are continually asking their sales representatives to provide updated forecast data via email or phone. Which two solutions should a consultant recommend to help Universal Containers improve the management of their forecasts? Choose two answers.
A. Enable override forecast permission in the Manager’s profile.
B. Configure weekly customized forecast reports and dashboards to be emailed to sales management.
C. Create a forecast hierarchy and assign managers to the forecast manager role.
D. Create forecast Chatter groups where sales representatives can post and share their forecasts.

Enable override forecast permission in the Manager’s profile.

Create a forecast hierarchy and assign managers to the forecast manager role.

Question # 7

Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle. Which solution should a consultant recommend to meet these business requirements?
A. Create different record types and sales processes for each line of business, and assign different stages to each page layout.
B. Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.
C. Create different record types and sales processes for each line of business, and assign different page layouts to each record type.
D. Create different record types and sales processes for each line of business, and assign different sales processes to each page layout.

Create different record types and sales processes for each line of business, and assign different
page layouts to each record type.

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