[Aug 22, 2023] Verified CRT-251 dumps and 235 unique questions
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NEW QUESTION # 73
Access to opportunities at Cloud kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.
What are two actions a consultant can take to meet the requirement? Choose 2 answers
- A. Set Territory Management to grant Read access to opportunities owned by others.
- B. Set opportunity access on the role to View All opportunities associated with their accounts.
- C. Set organization-wide defaults for opportunities to Private.
- D. Set organization-wide defaults for opportunities to Public Read-Only.
Answer: B,C
NEW QUESTION # 74
The Universal Containers credit department uses a third-party application for credit ratings. Credit department managers need to launch an external web-based credit application from a customer's account record in Salesforce. The application uses a credit ID on the account object. What should a consultant recommend to meet this requirement?
- A. Create a custom button that calls an Apex trigger to launch the credit application and pass the credit ID.
- B. Create a custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID.
- C. Create a workflow rule to launch the product fulfillment application and pass the credit ID.
- D. Create a formula field that uses the hyperlink function to launch the credit application and pass the credit ID.
Answer: D
NEW QUESTION # 75
Northern Trail Outfitters is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its email templates are retained. What should be recommended for a successful migration?
- A. Enable Email to salesforce before sending email templates to salesforce
- B. Manually recreate the email and mail merge templates in salesforce
- C. Enable Email-to-case and use Import Wizard.
- D. Create an email template change set or use the Lightning Platform.
Answer: D
NEW QUESTION # 76
Northern Trail Outfitters (NTO) plans to integrate with Salesforce and track product shipments from each customer. The tracking information is currently available in a back-end system.
Which set of objects are important for this integration?
- A. Lead, account, opportunity product, custom object-shipment status
- B. Opportunity, opportunity product, custom object-shipment status
- C. Lead, opportunity, product, custom object-shipment status
- D. Opportunity, opportunity product, campaign, custom object-shipment status
Answer: B
NEW QUESTION # 77
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. Salesforce Files
- B. Attachments
- C. File Sync
- D. File Contact for SharePoint
Answer: A
NEW QUESTION # 78
The sales manager at Cloud Kicks has asked a consultant to create a report to track when opportunities reach a certain stage with an amount equal to $100,000. The consultant saves the report to the Big Deals folder, which is a subfolder of the Sales Team folder. The Sales Manager role has View access to the Sales Team folder. The sales manager wants to subscribe to the report.
Which permission does the sales manager need to subscribe to the report created by the consultant?
- A. Subscribe to Reports: Set Running User permission
- B. Subscribe to Reports: Run Reports permission
- C. Subscribe to Reports: Add Recipients permission
- D. Subscribe to Reports permission
Answer: D
NEW QUESTION # 79
Cloud Kicks needs to migrate data Into Salesforce and Is considering using Data Loader.
What are two capabilities of this migration tool?
Choose 2 answers
- A. Runs one-time or scheduled data loads
- B. Extracts organization and configuration metadata
- C. Exports field history data
- D. Imports more than 100 fields per record
- E. Prevents importing duplicate records
Answer: A,C
NEW QUESTION # 80
The Cloud Kicks marketing team wants to view and report in Lightning on any opportunities created as a result of 2 Campaign. Which two choices should a consultant recommend meeting the requirement?
Choose 2 answers
- A. Add the Campaign Influence related list to the Opportunity page layouts.
- B. Enable Customizable Campaign Influence in Setup.
- C. Use Data Loader to export Opportunity and Campaign Influence and merge the results.
- D. Create a joined report between Opportunity and Campaign to show influence.
Answer: A,B
NEW QUESTION # 81
Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. The leadership team at CK wants to improve the rate of user adoption, What should the consultant recommend?
- A. Add an Approvals process to the Opportunity object to enforce data standards.
- B. Create a report to track the login rate over the last 7 days.
- C. Create a Slack channel to gather and discuss feedback from users.
- D. Conduct a requirements workshop to gather user stories.
Answer: B
NEW QUESTION # 82
Access to opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.
What are two actions a consultant can take to meet the requirement?
Choose 2 answers
- A. Set Territory Management to grant Read access to opportunities owned by others.
- B. Set organization-wide defaults for opportunities to Private.
- C. Set organization-wide defaults for opportunities to Public Read-Only.
- D. Set opportunity access on the role to view all opportunities associated with their accounts.
Answer: B,D
NEW QUESTION # 83
Cloud Kicks acquired a shoe distribution partner. The Marketing and Sales Directors want to migrate the existing sales and marketing data into Cloud Kicks' Salesforce instance.
Which three aspects should the Consultant consider before proceeding with the data migration? (Choose three.)
- A. Classic features that have been improved by Lightning Experience.
- B. Total number of records being imported compared to the Salesforce edition.
- C. Criteria to apply to records that should be archived before migration.
- D. Number of marketing campaign licenses required for the migration.
- E. Volume of customer, partner, and prospect data from the existing system.
Answer: B,C,E
NEW QUESTION # 84
Cloud Kicks (CK) is implementing Sales Cloud and expects hundreds of new Accounts will be added into Salesforce on a daily basis. CK has an automated process to assign the Account owners. If no assignment can be made for an Account, it will be assigned to a fictitious owner and a person will manually review and re-assign it at a later date. At any given time, a fictitious owner may have more than 10,000 Account records assigned to it. Which two solutions should the consultant recommend when CK sets up the new Account process?
Choose 2 answers
- A. Keep the fictitious owner out of public groups that could be used in sharing rules.
- B. Add the fictitious owner to a role at the lowest level of the role hierarchy.
- C. Place the fictitious owner in a separate role at the top of the role hierarchy.
- D. Assign the Modify All Data system permission to the fictitious owner.
Answer: A,C
NEW QUESTION # 85
Universal Containers ts analyzing data to identify gaps, and wants to know which Accounts with open Opportunities are missing Contacts.
Which feature should a consultant recommend to build this report7
- A. Joined report
- B. Custom report type
- C. Custom filter
- D. Cross filter
Answer: D
NEW QUESTION # 86
The VP of Sales at Cloud Kicks wants to provide options to sales representatives for changing Account or Contract details for a created order. Which two conditions should the Consultant consider to meet this requirement? Choose 2 answers
- A. The Contract associated with the Order is also associated to the new Account
- B. The price book associated with the Order is also associated to the new Account
- C. The Order should be in Draft Status
- D. The Currency associated with the Order can be different from the new contract
Answer: A,C
NEW QUESTION # 87
Cloud Kicks has an integration between the data warehouse and Salesforce. The VP of operations wants to synchronize customer data between the systems.
What should the consultant recommend to ensure data integrity?
- A. Set up an import of the data from the data warehouse on a monthly basis using Data Loader
- B. Set up a Process Builder process on the Account object to check for unique values on a monthly basis.
- C. Set up an encrypted field on the Account object with Read Only on the field security settings for all profiles except the admin profile.
- D. Set up an External ID field on the Account object with Read Only on the field security settings for all profiles except the admin profile.
Answer: C
NEW QUESTION # 88
Up to this point, two sales reps have had separate Accounts and Opportunities. Sales rep A wants to Include sales rep B in a few Opportunities on one Account. Which two things will happen if Account Teams are enabled and used for this Account? Choose 2 answers
- A. Rep A can let rep B view the Account but keep private Contacts.
- B. Rep A can let rep B view one of the Opportunities on the Account.
- C. Rep A can let rep B view the Account but keep private Activities.
- D. Rep A can let rep B edit all Opportunities on the Account
Answer: A,D
NEW QUESTION # 89
Which two processes should be recommended to track campaigns that influence won opportunities? (Choose two.)
- A. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
- B. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
- C. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.
- D. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date.
Answer: B,C
NEW QUESTION # 90
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. Build a formula field on Opportunity to roll up Total Value from the Quote Record.
- B. Build a Workflow rule to update the Opportunity Amount with a Grand Total Value on the Quote Record.
- C. Add the Syncing checkbox to the Quotes related list.
- D. Add a Sync button to the Page Layout.
- E. Add a global action to sync the Quote with the Opportunity.
Answer: C,D
NEW QUESTION # 91
The sales management team of Universal Containers has noticed that opportunities are taking longer to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. Which two reporting tools can the sales management team leverage to help determine the cause? (Choose two.)
- A. Dashboard of opportunity stage duration
- B. Report on campaign return on investment (ROI)
- C. Report on the discount approval time for quotes
- D. Dashboard of month-over-month trend of lead conversions
Answer: A,C
NEW QUESTION # 92
Universal Containers tracks both customer issues and user issues.
A customer issue can be logged as:
new
working
closed
A user issue can be logged as:
new
waiting for reply
closed
What features should a System Administrator use to track both case types?
- A. Process Builder and Page Layouts
- B. Automated Case Users and Workflows
- C. Support Processes and Record Types
- D. Record Types and Page Layouts
Answer: D
Explanation:
Explanation/Reference:
NEW QUESTION # 93
Universal Containers wants to set up Einstein Activity Capture for Microsoft to allow automatic syncing of sales reps" Person Accounts with Microsoft contacts and vice versa.
Which consideration should the consultant be aware of?
- A. New Person Accounts should be created in Salesforce and synced to Microsoft.
- B. Einstein Activity Capture is supported in the Salesforce Classic interface.
- C. New Person Accounts should be created in Microsoft and synced to Salesforce.
- D. Lightning Sync works in conjunction with Einstein Activity Capture.
Answer: B
NEW QUESTION # 94
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