Salesforce CRT-251 Exam Questions 2021

NEW QUESTION 1
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 2
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 3
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 answers.

• A. Report on campaign return on investment (ROI)
• B. Report on the discount approval time for quotes
• C. Dashboard of month-over-month trend of lead conversions
• D. Dashboard of opportunity stage duration

Answer: BD

NEW QUESTION 4
Universal Containers is planning to implement Salesforce Sales Cloud to support its professional services division. The Universal Containers sales team wants to easily see customer purchasing activity on account, contact, and contact detail pages.
What should a consultant recommend to meet this requirement?

• A. Enable Salesforce Console for Sales to see customer purchasing activity.
• B. Create a global publisher action to view all customer purchasing activity.
• C. Enable the Orders object in Salesforce to track customer purchases.
• D. Create a custom object related to the account, contact, and contract objects.

Answer: C

NEW QUESTION 5
Universal Containers acquires sales leads each year through trade shows. Occasionally, duplicate leads are generated when the marketing team imports leads that already exist in the system. What should a consultant recommend to prevent duplicate leads in the system?

• A. Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported.
• B. Upload the leads and click the “Find Duplicates” button for each of the leads to identify potential duplicate lead records.
• C. Upload the leads using Data Loader and enable the “Find Duplicates” setting to prevent duplicate records.
• D. Upload the leads using Data Import Wizard and select the appropriate field to match duplicates against existing records.

Answer: D

NEW QUESTION 6
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 7
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 8
Universal Containers wants to prevent sales users form modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However, sales directors must be able to edit these opportunity fields in case last minute updates are required.
Which solution should a consultant recommend?

• A. Modify the profile for sales directors to enable the “Modify All” object permission for opportunities.
• B. Change the field-level security for sales representatives to restrict field access based on the sales stage.
• C. Create a validation rule to enforce field access based on the sales stage and a custom permission.
• D. Create a workflow rule to enable field access for sales directors based on the sales stage.

Answer: C

NEW QUESTION 9
The members of an opportunity team at Universal Containers are working together to close an opportunity. The sales engineer on the team is having trouble keeping up with the active quote. How can the sales engineer identify the opportunity’s active quote?

• A. Reference the last modified date on the quotes.
• B. Reference the synced quote field on the opportunity record.
• C. Reference synced quote history on the opportunity.
• D. Follow the opportunities’ quotes in Chatter.

Answer: B

NEW QUESTION 10
Universal Containers has enables Advanced Currency Management.
How is the converted amount data reported on a report that spans time periods when the exchange rate was different?

• A. Converted amounts are based on exchange rates that use the oldest entry.
• B. Converted amounts are based on the exchange rates entered in the opportunity.
• C. Converted amounts are based on exchange rates that use the current entry.
• D. Converted amounts are based on the historical exchange rate associated with the close date.

Answer: D

NEW QUESTION 11
Universal Containers has enabled Social Accounts and Contacts. When a sales representative accesses a contact within Salesforce, the representative is unable to see detailed information from the contact’s social profiles.
What is preventing the sales representative from accessing this information?

• A. The fields configured by Universal Container’s administrator on the contact page layout are missing.
• B. The information shown is based on the sales representative’s social connection with the contact.
• C. The link to the Facebook profile is NOT configured with the administrator password to access detailed information.
• D. Universal Containers must install and APP Exchange package to access public profile information for its users.

Answer: B

NEW QUESTION 12
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 13
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 14
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 15
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 16
The management at Universal Containers noticed the lead conversion ratio has remained the same for the hospitality industry despite an increase in lead creation.
Which reporting tool can help determine the issue?

• A. Report on leads by source
• B. Campaign dashboard by industry
• C. Report on lead lifetime by industry
• D. Industry performance dashboard

Answer: C

NEW QUESTION 17
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