Salesforce CRT-101 Exam Questions Instant Access

Question 1

Sales reps miss key fields when filling out on opportunity record through the process. Reps need to

move forward Win unable to enter previous stage.

Which three options should the administrator use to address this need?

Choose Three answers

AEnable guided selling.

BUse Validation Rules.

CConfigure Opportunity Path.

DUse Flow to mark fields required.

EMark fields required on the page layout.

Answer : A, B, E

Guided selling, validation rules, and required fields on the page layout are three options that can be used to ensure sales reps fill out key fields when working on an opportunity through the process. Guided selling allows administrators to add prompts and guidance at each stage of the path to help reps move forward with confidence. Validation rules allow administrators to enforce data quality and business logic by preventing reps from saving records that do not meet certain criteria. Required fields on the page layout allow administrators to make certain fields mandatory for reps to enter before saving records. Configuring opportunity path can help reps visualize and update key fields at each stage, but it does not make them required or prevent them from moving forward without entering them. Using flow to mark fields required is not possible because flows cannot modify page layouts or field properties. Reference: https://help.salesforce.com/s/articleView?id=sf.path_guided_selling.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fields_defining_field_properties.htm&type=5

Question 2

Cloud Kicks users are seeing error messages when they use one of their screen flows. The error

messages are confusing but could be resolved if the users entered more information on the account

before starting the flow.

How should the administrator address this issues?

ARemove validation rules so that the users are able to process without complete records.

BCreate a permission set to allow users to bypass the error.

Cuse a fault connector and display a screen with text explaining what went wrong and how to correct
it.

DUncheck the end user Flow Errors box in setup.

Answer : C

Fault connector and screen component are two features that can be used to address the issue of users seeing error messages when they use one of their screen flows. Fault connector can be used to handle errors that occur when a flow element fails, such as a record create or update element. Screen component can be used to display a message to the user with text explaining what went wrong and how to correct it. Reference: https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_connector_fault.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_screencmp_display_text.htm&type=5

Question 3

Once an opportunity reaches the negotiation stage at cloud kicks, The Amount fields becomes

required for sales users. Sales managers need to be able to move opportunities inti this stage without

knowing the amount.

How should the administrator require this field during the negotiation stage for sales users but allow

their managers to make changes?

AMake the field required for all users.

BCreate to formula field to fill in the field for managers.

CAssign the administrator profile to the managers.

DConfigure a validation rule to meet the criteria.

Answer : D

To require the Amount field during the negotiation stage for sales users but allow their managers to make changes, the administrator should configure a validation rule that checks if the user profile is not a sales manager, the stage is negotiation, and the amount is blank. This will prevent sales users from saving the record without entering an amount, but allow sales managers to do so. Making the field required for all users will not meet the requirement. Creating a formula field or assigning the administrator profile to the managers will not affect field requirement. Reference: https://help.salesforce.com/s/articleView?id=sf.validation_rules_overview.htm&type=5

Question 4

Sales users at Universal Containers are reporting that it is taking a long time to edit opportunity

records. Normally, the only field they are editing is the Stage field.

Which two options should the administrator recommend to help simplify the process?

Choose 2 answers

AAdd a path for stage to the opportunity record page.

BUse a Kanban list view for Opportunity.

CConfigure an auto launched flow for Opportunity editing.

DCreate a simplified Opportunity page layout.

Answer : A, B

Paths allow you to display key fields and guidance for each stage of an opportunity. Kanban list views allow you to update records by dragging them between columns.

Question 5

The administrator has been asked to automate a simple field update on the account. When a

support agent changes the status of the account to 'Audited', they would like the system to

automatically update the Audited date field on the account with today's date.

Which tool should the administrator use to complete this automation?

AApproval process

BFormula Field

CFlow Builder

DValidation Rule

Answer : B

A formula field is a type of field that calculates a value based on an expression or formula that references other fields or constants. For example, a formula field can display today's date by using the TODAY() function. In this case, the administrator can create a formula field on the account object that updates the audited date field with today's date when the status of the account is changed to 'Audited'. Reference: https://help.salesforce.com/s/articleView?id=sf.fields_about_formulas.htm&type=5

Question 6

AW Computing has six sales teams in a region. These teams always consists of the same account

manager, engineer, and assistant.

What should the administrator configure to make it easier for teams to collaborate with the same

customer?

AEnable and configure standard opportunity teams with splits.

BEnable account teams and show the users how to set up a default account team.

CCreate a queue for each team and assign account ownership to the queue.

DPropose the users manually share all their accounts with their teammates.

Answer : B

Account teams are groups of users who work together on an account. You can enable account teams in Setup and assign team roles and access levels for each team member. Users can set up a default account team that is automatically added to any account that they own or create. This makes it easier for teams to collaborate with the same customer without manually sharing each account. Reference: https://help.salesforce.com/s/articleView?id=sf.accountteam.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.accountteam_default.htm&type=5

Question 7

Cloud Kicks (CK) has new administrator who is asked to put together a memo detailing salesforce

uses to budget for upcoming license purchases.

Where Should the administrator go to find out what type of licenses CK Has purchased and how many

are available.

ASearch for licenses types in setup.

BUser Licenses Related List in Company information.

CUser Management settings in setup.

DUsage based entitlement related list in company information.

Answer : B

The User Licenses related list in Company Information shows the types of licenses that have been purchased for an org and how many are available or used. It also shows the expiration date of each license type if applicable. This information can help administrators plan for license purchases and manage user access. Searching for license types in setup does not show how many licenses have been purchased or how many are available or used. User Management settings in setup does not show license information either, but rather settings related to user login, session, identity, etc. Usage-based entitlement related list in company information shows information about usage-based licenses such as API requests or sandboxes, but not user licenses. Reference: https://help.salesforce.com/s/articleView?id=sf.users_understanding_license_types.htm&type=5

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