Precise CRT-251 Exam Dumps 2021

NEW QUESTION 1
Universal Containers uses Products in Salesforce and has a private security model. The product management employees do NOT have access to all opportunities but wants to track the performance of a new product after it is launched. What should a consultant recommend to allow the product management employees to track the performance of the product?

• A. Create a trigger to add the product management team to the sales team of relevant opportunities.
• B. Create a criteria-based sharing rule to add the product management team to relevant opportunities.
• C. Create a trigger to set the product manager as owner for opportunities on the new product.
• D. Create a new product and add it to the price book with the product manager as an owner.

Answer: B

NEW QUESTION 2
Universal Containers has its sales representatives enter a new lead whenever they are prospecting a new customer. After qualifying the new lead, a new opportunity must be created to track the deal.
Which three actions should a consultant recommend to enforce data quality and accuracy? (Choose three.)

• A. Enable validation rules on the opportunity.
• B. Map custom lead fields to corresponding custom opportunity fields.
• C. Create an Apex trigger to perform data quality checks.
• D. Enable validation rules on the lead.
• E. Enable the lead conversion permission.

Answer: BDE

NEW QUESTION 3
Universal Containers has a large sales department that is dispersed worldwide. Sales managers want greater visibility into the opportunities in progress with their respective teams and want to receive email notifications when opportunities reach key metrics ( e.g. progress to a certain stage or reach a specific probability). However, individuals want to control the frequency of their email notifications. Which two solutions should a consultant recommend? Choose two answers.

• A. Configure the individual Salesforce for Outlook email settings to control notification frequency.
• B. Configure Chatter Feed Tracking to provide updates for the key metrics the sales managers are looking for.
• C. Create a report filtering for the desired criteria and individuals subscribe to the report.
• D. Define a workflow rule and email task that is triggered when key fields are updated to new values.

Answer: BC

NEW QUESTION 4
Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle.
Which solution should a consultant recommend to meet these business requirements?

• A. Create different record types and sales processes for each line of business, and assign different stages to each page layout.
• B. Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.
• C. Create different record types and sales processes for each line of business, and assign different page layouts to each record type.
• D. Create different record types and sales processes for each line of business, and assign different sales processes to each page layout.

Answer: C

NEW QUESTION 5
A consultant has created a custom formula field on Opportunity that multiples the Opportunity Amount by the Account’s Discount field. Which Currency will the formula field use for its value if the Opportunity and the Account records have different Currencies?

• A. The Account currency
• B. The User currency
• C. The Corporate currency
• D. The Opportunity currency

Answer: B

NEW QUESTION 6
Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company wants to see the total value of open opportunities for all accounts in the hierarchy. Which solution should a consultant recommend to meet this requirement?

• A. Use Apex to update a custom field on the parent account with the total value of open opportunities form the child accounts.
• B. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
• C. Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
• D. Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy.

Answer: A

NEW QUESTION 7
Universal Containers’ management wants to see forecast numbers by all sales representatives and by multiple product groups.
Which two actions should a consultant recommend to meet these requirements? (Choose two.)

• A. Implement Collaborative Forecasting with product family.
• B. Build a custom forecast report showing product groups.
• C. Build a forecast list view by product family group.
• D. Implement Collaborative Forecasting with quota attainment.

Answer: AD

NEW QUESTION 8
Universal Containers sells products that require frequent collaboration with the same team of individuals who play a key role in closing deals. The lead sales representative determines the level of access for each of the collaborating team members on an opportunity.
Which solution should a consultant recommend to facilitate the collaboration of the lead sales representative and team members?

• A. Create public groups for extended team members and allow the sales representative to assign manual sharing on their opportunities.
• B. Define a sharing rule for each lead sales representative to assign appropriate access for all extended team members.
• C. Configure default opportunity teams for all lead sales representatives with team selling enabled.
• D. Enable Chatter to have the lead sales representative facilitate collaboration through sales team swarming.

Answer: C

NEW QUESTION 9
Sales management at Universal Containers wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers. Which two solutions should a consultant recommend to help product managers engage in sales deals? Choose two answers.

• A. Create a Chatter group to share product information with the sales team, product managers, and customers.
• B. Use Process Builder to create a chatter post.
• C. Use an assignment to notify product managers when opportunities are updated.
• D. Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals.

Answer: AB

NEW QUESTION 10
Universal Containers allows its sales representatives to negotiate up to a 5% discount for their opportunities. Discounts greater than 5% must be sent to their Regional Sales Manager (RSM) to approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval.
Which approach would satisfy these requirements?

• A. Configure an approval process for the RSM and a workflow rule for the RVP.
• B. Create two approval processes, one for the RSM and one for the RVP.
• C. Create the two-step approval process for the RSM and RVP as approvers.
• D. Configure a workflow approval task and email to notify the RSM and RVP.

Answer: C

NEW QUESTION 11
The Universal Containers sales team wants to track product shipments for each of its customers. The shipment tracking information is currently available in a back-end system, which the company plans to integrate with Salesforce. Which set of objects are relevant for this integration?

• A. Opportunity, opportunity product, campaign, custom object-shipment status
• B. Opportunity, opportunity product, custom object-shipment status
• C. Lead, account, opportunity product, custom object-shipment status
• D. Lead, opportunity, product, custom object-shipment status

Answer: B

NEW QUESTION 12
Universal Containers wants to associate some contacts with more than one account (e.g., a contact in an employee of one account and on the boards of several other accounts). Which solution should a consultant recommend to meet this requirement?

• A. Enable contacts to multiple accounts feature.
• B. Clone the contact record and add it to the second account.
• C. Add the contact to the partners related list on the second account.
• D. Associate the contact to other accounts using a custom lookup field.

Answer: C

NEW QUESTION 13
Resellers for Universal Containers need access to reports in the Partner Communities to help manage their opportunities.
How should Salesforce be configured to give resellers the correct level of access to reports?

• A. Create the appropriate list views and report folders in the Partner Communities for all partner users.
• B. Create a new tab in the Partner Communities to display the appropriate list views and report folders.
• C. Create a Chatter group that allows partners to post links to appropriate list views and reports.
• D. Create the appropriate list views and report folders, and share with all partner users.

Answer: D

NEW QUESTION 14
Universal Containers uses a custom object named “Analysis”, which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones. What should a consultant recommend to meet this requirement?

• A. Create a Visualforce page.
• B. Create an Action.
• C. Create a related list button.
• D. Create a custom object tab.

Answer: D

NEW QUESTION 15
Universal Containers uses a seven-step selling methodology. Each sales stage corresponds with a step in the methodology. The first stage is a preliminary qualification step, and opportunities in this stage should NOT contribute to the forecast. Which two actions should a consultant recommend to meet these requirements? Choose two answers.

• A. Instruct sales users to enter 0$ for the opportunity amount.
• B. Configure the first stage with the omitted forecast category.
• C. Override the forecast to be 0$ for first stage opportunities.
• D. Assign 0% probability to the first sales stage.

Answer: BD

NEW QUESTION 16
Which three considerations should be addressed when implementing Advanced Currency Management? (Choose three.)

• A. Currency roll-up summary fields from opportunities to an account use the static conversion rate.
• B. Currency roll-up summary fields from opportunity products to an opportunity use the dated exchange rate.
• C. The converted amount of an opportunity uses dated exchange rates based on the close date of the opportunity.
• D. Advanced Currency Management can be enabled or disabled in the organization under the company profile, if needed.
• E. Advanced Currency Management dated exchange rate are automatically updates in a monthly basis.

Answer: BCD

NEW QUESTION 17
Universal Containers has automated the process of creating new account records in Salesforce. All accounts records created through this process are owned by a generic user. There are now two million account records that have been created in this manner. Universal Containers is now seeing performance issues when it makes any changes to account sharing rules.
What can Universal Containers do to address the issue without changing its integration?

• A. Set the organization-wide defaults for accounts to public read/write.
• B. Contact Salesforce support to add an index to the account object.
• C. Ensure that the generic user has the Modify All Data permission.
• D. Ensure that the generic user has NOT been assigned to a role.

Answer: D