Salesforce CRT-251 Prepare for your Sales Cloud Consultant Certification Exam Practice Test

Page: 1 / 14
Total 186 questions
Question 1

Cloud Kicks rolled out Sales Cloud recently. The VP of sales wants to display a view of internal and external data on the lifetime spend for each

account on the Salesforce account detail page.

Which option should a consultant recommend to meet this requirement?



Answer : A

Salesforce Data Pipelines can aggregate, transform, and load data from various internal and external sources into Salesforce. To display lifetime spend data on the Account detail page, Data Pipelines can be used to gather and visualize this data directly within the Salesforce interface. This option is particularly effective for integrating diverse data sources and presenting comprehensive insights on each Account.


Question 2

Cloud Kicks has organization-wide defaults set to Private for Account.

With the rollout of Opportunity Teams, what should a consultant consider?



Answer : C

With Opportunity Teams, Salesforce provides implicit sharing of related records. When an Opportunity is shared with a team, members gain Read access to the associated Account, even if the Account is set to Private in organization-wide defaults. This implicit sharing allows team members to have the necessary context on the Account without changing broader Account access permissions.


Question 3

Cloud Kicks (CK) has requested a Statement of Work (SOW) that clearly details who will train users on new features and how the training will be delivered.

Which section of a SOW should the consultant discuss with CK to meet the requirement?



Answer : A

The Scope section of the Statement of Work (SOW) typically includes details on the services and deliverables provided, which would encompass user training on new features and the method of delivery. The consultant should discuss this section with Cloud Kicks to clarify responsibilities and expectations related to user training, ensuring that the SOW addresses CK's requirements for effective user adoption and training outcomes.


Question 4

Cloud Kicks manages prospects for lead generation in a marketing application.

To ensure data quality, which prospects should the consultant migrate from the marketing application to lead records?



Answer : C

To ensure data quality, only qualified prospects should be migrated from the marketing application to Salesforce as lead records. This approach reduces clutter and ensures that only leads with a higher potential for conversion are brought into Sales Cloud, aligning with Salesforce best practices for lead management. Qualified prospects typically meet predefined criteria that make them more likely to convert, thereby supporting sales efficiency and data integrity.


Question 5

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?



Answer : A

A lead scoring strategy helps prioritize leads based on their likelihood of conversion, allowing sales reps to focus on high-quality leads that are more likely to result in sales. Salesforce provides tools such as Einstein Lead Scoring, which can automate this process using AI to analyze lead attributes and behaviors, giving each lead a score that reflects its quality. This strategy supports sales managers' goals of improving focus and efficiency in handling leads from various sources.


Question 6

The project at Universal Containers is almost finished and now it is time to test the changes and updates that have been made before go-live.

Partial and Full sandboxes are unavailable.

Where should the consultant recommend testing be conducted?



Answer : C

When Full or Partial sandboxes are unavailable, creating a new Developer sandbox and populating it with data is the best option for testing. Here's why:

Sandbox Environment: Developer sandboxes allow for configuration and testing of customizations in an isolated environment. Although they do not contain data by default, data can be manually loaded for testing purposes.

Controlled Testing: Using a Developer sandbox ensures that configurations can be tested without impacting production, allowing the team to validate changes before go-live.

Salesforce Best Practices: Salesforce recommends using Developer sandboxes for configuration and testing when Full or Partial sandboxes are not available, as they still provide a controlled environment.


In summary, creating a new Developer sandbox and populating it with data (Option C) is the best way to conduct testing when other sandbox types are unavailable.

Question 7

Cloud Kicks needs to associate some contacts with many accounts.

Which solution should a consultant recommend to meet this requirement?



Answer : A

To associate contacts with multiple accounts, using the Contact to Multiple Accounts feature is the ideal solution. Here's why:

Built-In Feature: Salesforce provides the Contact to Multiple Accounts feature as a standard capability, allowing a single contact to be associated with multiple accounts without needing custom fields or objects.

Relationship Management: This feature allows users to specify the role of the contact in relation to each account, which helps Cloud Kicks manage complex relationships across various accounts.

Salesforce Best Practices: Salesforce recommends utilizing standard features like Contact to Multiple Accounts to avoid unnecessary customization and ensure compatibility with Salesforce updates.


In summary, using the Contact to Multiple Accounts feature (Option A) is the recommended approach for associating contacts with multiple accounts.

Page:    1 / 14   
Total 186 questions