NEWEST SALESFORCE - CRT-251 ONLINE EXAM

Newest Salesforce - CRT-251 Online Exam

Newest Salesforce - CRT-251 Online Exam

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q59-Q64):

NEW QUESTION # 59
At a kickoff meeting for a new project, a consultant starts gathering information to be used in the project implementation plan. They ask the participants to define what project success will look like.
Which strategy is the consultant using?

  • A. Design Direction
  • B. Discovery
  • C. Challenge Framing

Answer: B

Explanation:
During the discovery phase of a project, a consultant gathers information to understand the client's needs, objectives, and definitions of success. Asking participants to define what project success will look like is a key part of the discovery process, as it helps establish clear goals and expectations for the project implementation plan.
Reference:
Discovery Phase in Salesforce Projects
Effective Discovery Techniques


NEW QUESTION # 60
Sales reps at Universal Containers receive leads that are generated from various channels. Lead quality varies greatly. Sales managers want the sales reps to focus on the leads most likely to result in a sale.
What should the consultant recommend to meet this requirement?

  • A. Implement lead assignment rules.
  • B. Create list views to filter on each lead source.
  • C. Implement a lead scoring strategy.

Answer: C


NEW QUESTION # 61
Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly instalments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast easily.
What should the consultant recommend meeting the requirement?

  • A. Add a custom field to the Quotes object to capture the number of instalments.
  • B. Create a Process Builder to create an Order for each instalment payment.
  • C. Set the default quantities to 12, 24, and 36 in a new Price Book for instalment sales.
  • D. Use Revenue Schedules to capture instalment payment plan details for each Product.

Answer: D


NEW QUESTION # 62
Cloud Kicks has sales teams distributed across global regions. The direction from sales leadership is to define access to dashboards based on region. For example, users within the region have access to regional dashboards, while the leadership team has access to global dashboards.
What should the Consultant recommend to meet this requirement?

  • A. Create one Dashboard folder for all regions' sales team and one Dashboard folder for the leadership team.
  • B. Create one Dashboard folder for all regions for both sales and the leadership team with View access.
  • C. Create Dashboard folders for each regional sales team and one Dashboard folder for the leadership team.
  • D. Create region-based sales groups, one leadership group, and one Dashboard folder with View access.

Answer: D

Explanation:
Explanation


NEW QUESTION # 63
Cloud Kicks is utilizing Advanced Currency Management. The sales director submitted a request to display to total amount of all the open opportunities related to the Account page layout.
How should the should consultant implement a solution to meet the requirement?

  • A. Use a record-triggered flow to set the value on the account.
  • B. Use a custom formula field on the Opportunity object.
  • C. Create a roll-up summary field on the Account object.

Answer: A

Explanation:
Given that Cloud Kicks uses Advanced Currency Management (ACM):
Limitations with Roll-Up Summary Fields: With ACM enabled, roll-up summary fields cannot aggregate currency amounts over time due to dated exchange rates. This makes roll-up summaries ineffective for this requirement.
Reference: Salesforce Help - Advanced Currency Management Considerations Record-Triggered Flow Solution: A record-triggered flow can calculate the total amount of all open Opportunities related to an Account and update a custom field on the Account record. This flow can handle currency conversions and respect ACM settings.
Reference: Salesforce Help - Create a Record-Triggered Flow
Custom Formula Fields Insufficient: A formula field on the Opportunity object cannot perform the necessary aggregation and display it on the Account page layout.
By implementing a record-triggered flow, the consultant ensures accurate total amounts are displayed on the Account, complying with ACM constraints.


NEW QUESTION # 64
......

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