Latest CRT-251 Preparation Exams For Salesforce Certified Sales Cloud Consultant (SU18) Certification

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NEW QUESTION 1
A marketing department that runs many concurrent campaigns has specified that the influence timeframe for a campaign is 60 days. What is the impact on the campaign influence for opportunities when a contact is associated to an opportunity in a contact role?

  • A. Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report.
  • B. All contacts associated with campaigns will be added to the campaign influence related list.
  • C. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
  • D. All campaigns created within the last 60 days will be added to the campaign influence related list.

Answer: A

NEW QUESTION 2
Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC Corporation account is owned by a sales user whose profile grants create, read, edit, and delete access to accounts, contacts, and opportunities.
Which two actions does the owner of the ABC Corporation account have the right to take? Choose two answers.

  • A. View, edit, and delete activities owned by other users directly related to the account.
  • B. View, edit, and delete related contacts and opportunities owned by other users.
  • C. Share the account with other users through manual sharing and account teams.
  • D. Transfer ownership of related contacts and opportunities owned by other users.

Answer: AC

NEW QUESTION 3
Universal Containers uses a seven-step selling methodology. Each sales stage corresponds with a step in the methodology. The first stage is a preliminary qualification step, and opportunities in this stage should NOT contribute to the forecast. Which two actions should a consultant recommend to meet these requirements? Choose two answers.

  • A. Instruct sales users to enter 0$ for the opportunity amount.
  • B. Configure the first stage with the omitted forecast category.
  • C. Override the forecast to be 0$ for first stage opportunities.
  • D. Assign 0% probability to the first sales stage.

Answer: BD

NEW QUESTION 4
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.

Answer: AC

NEW QUESTION 5
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

Answer: ACE

NEW QUESTION 6
Universal Containers wants to improve the accuracy of its current sales forecast. It also wants to improve the relevance of its sales stages and the role they play in the sales process.
How should the relationship between the various elements of the sales process be defined to meet these requirements?

  • A. Map sales probability values to forecast categories; assign sales stages accurate percentages.
  • B. Map forecast probability to opportunity probability; assign appropriate sales stage.
  • C. Map appropriate sales stage to opportunity stage; assign accurate forecast probability.
  • D. Map opportunity stages to forecast categories; assign accurate probability to each stage.

Answer: D

NEW QUESTION 7
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

NEW QUESTION 8
What are two capabilities of Data Loader? Choose two answers.

  • 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

NEW QUESTION 9
Universal Containers forecasts and closes business monthly, and it needs to store details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month. What should a consultant recommend to meet this requirement?

  • A. Schedule a custom forecast report to run weekly and store the results in a custom report folder.
  • B. Create a reporting snapshot to run daily and store the results in a custom object.
  • C. Create a reporting snapshot to run weekly and store the results in a custom object.
  • D. Schedule a custom forecast report to run daily and store the results in a custom report folder.

Answer: A

NEW QUESTION 10
Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met?

  • A. Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two field for conversio
  • B. Use a trigger to update the Contact field with the Account value.
  • C. Create a custom field on the Lead and Account object
  • D. Create a custom formula field on the Contact object to pull the value from the Account object.
  • E. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversio
  • F. Create a custom formula field on the Contact object to pull value form the Account object.
  • G. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversio
  • H. Create a custom formula field on the Account object to pull value form the Contact object.

Answer: C

NEW QUESTION 11
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

NEW QUESTION 12
Universal Containers uses PDF documents to help the Sales Team learn about new Products. Which feature should a Consultant recommend to store these documents?

  • A. File Sync
  • B. Salesforce Files
  • C. Attachments
  • D. File Contact for SharePoint

Answer: B

NEW QUESTION 13
Which two actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? (Choose two.)

  • A. Create scheduled dashboard to be sent weekly to all stakeholders.
  • B. Ensure the project key performance indicators are profitable.
  • C. Acquire the client stakeholder’s key performance indicators.
  • D. Establish a stakeholder committee and meeting schedule.

Answer: CD

NEW QUESTION 14
A lead sharing rule has been defined so that leads owned by the record owner are shared with the public group called “Sales Team.”
Who will have access to these records, assuming that a private sharing model is in place on these objects and there are no sharing rules defined for those objects, when the lead is converted to an account, contact, and opportunity?

  • A. The record owner will be the only person who is able to access the account, contact, and opportunity records.
  • B. The record owner, all members of the public group, and a group called “Sales team” will be able to access the three records.
  • C. The record owner and anyone above the record owner in the role hierarchy will be able to access the three records.
  • D. The record owner, all members of the public group, and a group called “Sales team”, and anyone above any group member in the role hierarchy will be able to access the three records.

Answer: C

NEW QUESTION 15
Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a desiccated sales engineer. The sales engineer will need access to their assigned sales representatives’ accounts and opportunities.
What should a consultant recommend to meet this requirement?

  • A. Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers.
  • B. Create criteria-based sharing rules to share the accounts and opportunities with sales engineer.
  • C. Enable account teams selling and have each sales representative configure their default teams.
  • D. Create a trigger to add the sales engineers to their sales representatives’ account and opportunity teams.

Answer: C

NEW QUESTION 16
Universal Containers is planning to hire more sales representatives in response to three consecutive quarters of rapid growth. To optimize their sales impact, the sales management team wants to develop a better sales territory structure. Which two data points should the sales management team consider when developing the new sales territories? Choose two answers.

  • A. Attributes needed to segment and categorize customers.
  • B. Distance between customer headquarters and their sales representatives
  • C. Average number of customers managed by a sales representative.
  • D. Number of currencies needed to support each sales territory.

Answer: AD

NEW QUESTION 17
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 answers.

  • 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

NEW QUESTION 18
Universal Containers does NOT have a direct sales team; its channel partners are responsible for selling and servicing products. Over the past quarter, these has been an increased volume of leads. However, the Vice President of Channels has been receiving many complaints from partners on the poor quality of the leads and has noticed a significant drop in the lead conversion rate. What should a consultant recommend to improve partner satisfaction with the leads being shared?

  • A. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners.
  • B. Create multiple validation rules to ensure that all fields on the lead record are populated with data.
  • C. Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners.
  • D. Use the lead score on the Find Duplicates button and assign the leads with a score in the high category.

Answer: C

NEW QUESTION 19
The sales representatives at Universal Containers use various email applications and often receive important customer emails where they are away from the office. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office.
Which solution should a consultant recommend to meet this requirement?

  • A. Download and install a Salesforce universal connector for their smartphones and computers.
  • B. Download and install the Salesforce for Outlook connector on their smartphones and computers.
  • C. Forward emails using their Email-to-Salesforce email address from their smartphones and computers.
  • D. Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.

Answer: C

NEW QUESTION 20
Universal Containers has automated the process of creating new account records in Salesforce. All accounts records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. Universal Containers is now seeing performance issues when it makes any changes to account sharing rules.
What can Universal Containers do to address the issue without changing its integration?

  • A. Set the organization-wide defaults for accounts to public read/write.
  • B. Contact Salesforce support to add an index to the account object.
  • C. Ensure that the generic user has the Modify All Data permission.
  • D. Ensure that the generic user has NOT been assigned to a role.

Answer: D

NEW QUESTION 21
Universal Containers sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant product’s sales process.
Which two solutions should a consultant recommend to meet these requirements? Choose two answers.

  • A. Configure opportunity record types for each sales process.
  • B. Create sales stages that align with opportunity record types.
  • C. Define sales processes to map to each opportunity record type.
  • D. Define the default opportunity teams for each opportunity record type.

Answer: BC

NEW QUESTION 22
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