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New Sales Cloud Consultant CRT-251 Exam Practice Questions

Total 306 Questions

Last Updated On: 17-Mar-2025

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Question # 1

A premier customer for Universal Containers needs access to confidential product roadmap information. Which two steps should a sales representative take to securely send this information using content delivery? Choose two answers.
A. Remove access to content after a specified date.
B. Require the customer to enter a password to view the content.
C. Require the customer to enter a security token to download the content.
D. Require the recipient to log into Salesforce to access the content.

Remove access to content after a specified date.

Require the customer to enter a password to view the content.

Question # 2

Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points. Which three approaches should a consultant use to learn about and empathize with the customer? (Choose 3 answers)
A. Embodying
B. Shadowing
C. Interviewing
D. Role Playing
E. Leading Workshops

A. Embodying
B. Shadowing
C. Interviewing

Question # 3

Cloud Kicks has recently lost several large deals to a competitor. Cloud Kicks management wants to start tracking the reasons why opportunities are being lost. What is the most efficient way for a consultant to meet this requirement?
A. Create a Competitors channel in Slack to share insights and stories.
B. Create a new custom object and automation to track competitors.
C. Create a new custom field on the Opportunity object.

C. Create a new custom field on the Opportunity object.

Question # 4

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 # 5

Universal Containers wants to prevent sales users form modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However, sales directors must be able to edit these opportunity fields in case last minute updates are required. Which solution should a consultant recommend?
A. Modify the profile for sales directors to enable the “Modify All” object permission for opportunities.
B. Change the field-level security for sales representatives to restrict field access based on the sales stage.
C. Create a validation rule to enforce field access based on the sales stage and a custom permission.
D. Create a workflow rule to enable field access for sales directors based on the sales stage.

Create a validation rule to enforce field access based on the sales stage and a custom permission.

Question # 6

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

C. Use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.

Explanation:

Using the Related List - Single component to display the Account’s Contracts on the Opportunity Lightning page is the best way to meet the requirement of viewing all contracts for the Account on the Opportunity record. A Related List - Single component is a Lightning component that shows a single related list of records from another object on a record page. A Contract is a record that represents an agreement between an Account and an organization for products or services sold or delivered by an organization. By using the Related List - Single component to display the Account’s Contracts on the Opportunity Lightning page, sales reps can easily see all contracts for the Account related to an Opportunity without having to navigate to another page or create another lookup field.

Question # 7

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.

Review the current system with all levels of users to understand their requirements.

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