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CRT-251 Salesforce Certified Sales Cloud Consultant (SU24) Questions and Answers

Questions 4

After completing a successful Sales Cloud rollout to a new business unit at Universal Containers, sales forecasting within Salesforce is inaccurate. Upon closer inspection, some

opportunities appear in the incorrect forecast category.

How should a consultant troubleshoot this issue efficiently?

Options:

A.

Write a conditional validation rule on the Forecast Category field.

B.

Make the Forecast Category a required field on relevant Opportunity page layouts.

C.

Create a report to determine the number of opportunities in each forecast category.

D.

Verify the Stage to Forecast Category Mappings on the Opportunity object

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Questions 5

A consultant is addressing Cloud Kicks' performance measurement needs and overcoming challenges within Sales Cloud. Which approach should a consultant adopt?

Options:

A.

Rely on general industry standards to determine performance measurement criteria and system architecture.

B.

Collaborate closely with the customer to discern their specific performance measurement requirements.

C.

Implement standardized performance measurement practices to ensure consistency across Sales Cloud.

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Questions 6

Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first dosed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer.

Which option should the consultant recommend to meet the requirement?

Options:

A.

Identify AppExchange products that can be deployed to update the ERP with opportunity, account, and contact information from Salesforce.

B.

Configure Outbound message to publish the opportunity wins and update the ERP with opportunity, account, and contact information from Salesforce.

C.

Implement Platform Events to publish opportunity wins to the ESB, which will call back for account, contact, and opportunity information and automatically update the ERP accordingly.

D.

Use enterprise ETL tools to extract closed/won opportunities from Salesforce and update the ERP with opportunity, account, and contact information from Salesforce.

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Questions 7

Cloud Kicks has a requirement to measure end user adoption and data quality in Salesforce.

Which solution should the consultant recommend?

Options:

A.

Einstein Conversation Insight-;

B.

tableau custom dashboard

C.

Adoption and Data Quality Dashboards Pack

D.

Salesforce Surveys

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Questions 8

The sales department at cloud kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship.

Which solution should the consultant recommend?

Options:

A.

Use Contact roles on the Opportunity object.

B.

Add a contact lookup Meld to the Opportunity.

C.

Add a multi-select picklist field on the Opportunity object.

D.

Use a junction object between the Opportunity and Contact.

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Questions 9

Cloud Kicks has a Web-to-Lead form on its website. Following an update to the form to add new picklist values, some leads are routing to the

default lead owner.

What should the consultant validate when troubleshooting the issue?

Options:

A.

The picklist values are part of Lead assignment rule criteria.

B.

A new web-to-lead form needs to be created to reflect the new picklist values.

C.

Picklist values are included in only one rule entry.

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Questions 10

Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associate records, such as opportunities, contracts, and case, based on team member responsibilities.

Which capability should the consultant recommend?

Options:

A.

Opportunity Teams

B.

Role hierarchy

C.

Account Teams

D.

Sharing rules

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Questions 11

Cloud Kicks has hired a consultant to help with its quoting process. The consultant

has determined that some quote custom fields should be viewed from the Opportunity.

What should a consultant consider when implementing the custom fields?

Options:

A.

Opportunity fields are inaccessible when configuring a Quote Template.

B.

Related Opportunity Line Items remain when a synched Quote Line Item is deleted.

C.

Related Quote Items on all Quotes are impacted when an Opportunity Line Item is deleted.

D.

Only standard fields on the Quote object sync to the Opportunity.

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Questions 12

A customer notices a large increase in leads created overnight which exceed the daily

limits. Upon examination, the leads appear to be created by bots. The Customer uses a standard

web-to-lead from without safeguards in place to limit spam on forms.

What should the consultant recommend as the first line of defense before republishing the

form?

Options:

A.

Select Require reCAPTCHA Verification in Web-to-Lead settings

B.

Use a custom Web-to-Lead alternative with built-in protection.

C.

Use an AppExchange package to add a honeypot field.

D.

Engage the web services team to write custom CSS for the form.

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Questions 13

Cloud Kicks is expanding its operations to Europe. The company wants to enable able Advanced Currency Management to support both EUR and USD currencies, and show the total values of open opportunities on account records.

How should the consultant implement a solution to meet the requirement?

Options:

A.

Use a custom summary formula field on the Opportunity.

B.

Install a third-party app from the AppExchange.

C.

Use a Roll-up Summary field from the Opportunity to the Account.

D.

Create a cross-object formula field on the Account.

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Questions 14

The Cloud Kicks sales team can create leads for both business and individual

customers. Person Accounts have been enabled in its Salesforce org.

Which action should be taken to convert a lead into a Person Account?

Options:

A.

Create an Individual Lead Record Type.

B.

Populate the Company field with ‘Person.

C.

Enable Contacts to Multiple Accounts.

D.

Leave the Company field blank.

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Questions 15

A consultant has completed the Build and Validate phases of a Sales Cloud implementation at Cloud Kicks.

Which step should the consultant complete next?

Options:

A.

Upgrade to the latest Salesforce Release.

B.

Sign off on the statement of work.

C.

Deliver training.

D.

Complete a post-mortem.

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Questions 16

Organization-wide default settings for Account is set to Private at Cloud Kicks- Users are unable to see each others accounts.

When a Salesforce admin assigns User A as the owner of an opportunity related to User B's account, which additional access will User A gain?

Options:

A.

User A will have Read-Write access to the opportunity's Account and its related contact records.

B.

User A will have Read-Only access to the opportunity's Account record.

C.

User A will have Read-Only access to the opportunity's Account and its related contact records.

D.

User A will have Read-Write access only to the opportunity's Account record.

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Questions 17

A sales manager at Cloud Kicks wants the sales team to stay informed about the team's progress in Quip. Which approach should a consultant recommend?

Options:

A.

Use Salesforce Chatter groups and enable access to the sales team.

B.

Utilize Salesforce Notes standalone related list in Lightning Experience.

C.

Connect a document or spreadsheet to a Slack channel.

D.

Use Salesforce Chatter groups and restrict access to the sales team.

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Questions 18

Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org.

Which action should the consultant recommend?

Options:

A.

Hold a kickoff meeting with the CK stakeholders.

B.

Conduct discovery sessions and document existing business practices for each company.

C.

Export the data from the competitor's system and merge it into Ck’s org.

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Questions 19

Cloud Kicks’ global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. What

are two use cases for enabling Advanced Currency Management that will allow the company to generate accurate reporting directly in Salesforce?

Choose 2 answers

Options:

A.

Adjust currency conversion dynamically based on a given date range.

B.

Adjust currency rates on a set schedule.

C.

Show deal value in a user's default currency.

D.

Implement org-wide reporting that displays deal values appropriately.

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Questions 20

Universal Containers (UC) wants to make it easier for sales reps to log their customer

interactions, such as emails and events, directly from their email and calender applications. UC

wants to report on these activities in Salesforce.

Which two actions should the consultant recommend?

Choose 2 answers

Options:

A.

Implement Inbox to sync Outlook or Gmail calender events.

B.

Log emails with records in Salesforce from Outlook or Gmail.

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Questions 21

A consultant it working with Cloud Kicks (CK) on its initial Sales Could implementation. CK wants its sales reps to be able to use Sales Cloud to track accounts, contacts, and opportunities before its global conference in 4 months.

What should the consultant recommend to meet the requirement?

Options:

A.

Set obtainable metrics, goals, and milestones for the deadline.

B.

Deploy the Salesforce mobile app to the team prior to the event.

C.

Reschedule the event to ensure functionality is complete.

D.

Implement additional features to make the team more productive-

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Questions 22

Cloud Kicks (CK) acquired a company. The VP of technology wants to migrate all the sales data into CK’s Salesforce instance.

Which data migration sequence should the consultant recommend for the objects?

Options:

A.

Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads, Campaigns

B.

Contacts, Accounts, Leads, Campaigns, Opportunities, Products, Product Line Items, Cases

C.

Opportunities, Products, Product Line Items, Cases, Leads, Campaigns, Accounts, Contacts

D.

Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns

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Questions 23

Cloud Kicks want to track different details for trade shows and customer webinars.

Which capability enables the use of custom fields, contextual validation rules, and varied layouts?

Options:

A.

Parent Campaigns

B.

Custom Picklist

C.

Campaign Hierarchies

D.

Record Types

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Questions 24

Cloud Kicks has a complicated sales process. Sales reps often have difficulty deciding when to move opportunities through various stages.

Which solution should the consultant recommend?

Options:

A.

Use automation to send emails to sales reps with Guidance for Success

B.

Configure a dashboard that shows opportunities that have remained in the same stage for 30 days

C.

Activate Path and add up to five key fields and Guidance for Success

D.

Advise sales reps to collaborate on Slack to move opportunities along the pipeline.

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Questions 25

After Cloud Kicks implemented Sales Cloud Einstein, a consultant realizes they are unable to activate all of the features.

Which step should the consultant take to troubleshoot the issue?

Options:

A.

Check the Soles Insights Integration User profile configuration.

B.

Reconfigure the Einstein Lead Scoring app.

C.

Confirm users have the feature license assigned.

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Questions 26

A consultant is preparing to release an updated version of a sales process they have been working on for an existing Sales Cloud client.

Which action should the consultant take first to ensure a smooth rollout for the sales team?

Options:

A.

Conduct a series of informational sessions with the sales team to explain the benefits of the new sales process and address common questions in an online FAQ.

B.

Implement a program to incentivize users and publicly reward early adopters to motivate others and create a sense of competition within the sales team.

C.

Create a plan for implementation, drive awareness with the sales team, design training and coaching programs, update and document workflows, and measure success.

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Questions 27

Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with open Opportunities are missing Contacts.

Which feature should a consultant recommend to build this report7

Options:

A.

Custom report type

B.

Cross filter

C.

Joined report

D.

Custom filter

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Questions 28

The sales team at Cloud Kicks has been late meeting deadlines on a specific project

and has missed multiple project meetings.

What should the consultant recommend to the project manager?

Options:

A.

Revisit the communication plan and set up more frequent touch points with the customer.

B.

Setup a requirements workshop and get sign-off.

C.

Write a solution design and get sign-off so the build phase can start.

D.

Ask what the customer would like the solution to be and demo it to them at the end of the build phase.

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Questions 29

Universal Containers' sales operations team needs to provide visibility on sales pipeline changes on a monthly basis.

How should the consultant meet this requirement?

Options:

A.

Create an Opportunity History report for open pipeline Opportunities in a given date range.

B.

Create a custom pipeline date range field and display it on the Forecasting tab.

C.

Create a sales pipeline dashboard that includes filters for Opportunity date ranges.

D.

Create training an how to use date filters on reports to compare pipeline for different date ranges.

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Questions 30

The Cloud Kicks (CK) IT team wants to enable Person Accounts in its Salesforce org.

Which three prerequisites must be met before the consultant can enable Person Accounts?

Choose 3 answers

Options:

A.

User Profiles with Read access to Accounts must also have Read access to Contacts.

B.

At least one Record Type should be created for Accounts.

C.

The CK customer portal must be disabled to allow Person Account self-registration in the future.

D.

The organization-wide default sharing is set so either Contact is Controlled by Parent or both Account and Contact are Private.

E.

The organization-wide default for both Accounts and Contacts should be set to Public Read/Write.

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Questions 31

Cloud Kicks (CK) recently completed the first phase of its Sales Cloud implementation. In the next phase, one factor that consultants are considering is whether any of CK's 500 sales agents are using a mobile device or a browser to access Salesforce.

What should the consultants do to efficiently analyze how users are logging in to Salesforce?

Options:

A.

Review the login history on the user record.

B.

Create a custom report on the User object.

C.

Create a User report and filter by login Subtype.

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Questions 32

A couple of users at Cloud Kicks (CK) own more than 10,000 records. The CK admin has noticed that making changes to the sharing model is taking increasingly more time.

What are two solutions the consultant should implement to resolve the Issue?

Choose 2 answers

Options:

A.

Move the users to the top of the role hierarchy.

B.

Move the users to the bottom of the role hierarchy.

C.

Mass transfer the records to another role in the role hierarchy.

D.

Remove the users from the role hierarchy.

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Questions 33

Universal Containers is working to expand its residential business in the U.S. Sales reps are being asked to canvas neighborhoods m their areas, leveraging new door-to-door campaign material to secure new customers. Internal studies have shown the most valuable residential customers typically have a household income range between $50,000 and $70,000.

Which solution should the consultant recommend to help sales reps determine the best neighborhoods to canvas?

Options:

A.

Salesforce Maps using the Demographic Context data source to display income ranges for regions within their territories

B.

API integration with Salesforce Maps to plot existing customers on territory maps

C.

A Salesforce Maps component plotting non-customers in residential neighborhoods

D.

Salesforce Maps with ESR1 integration to display high density neighborhoods

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Questions 34

Universal Containers is migrating data from a legacy system into Salesforce.

Which two considerations should a consultant take into account when importing Campaign Members?

Choose 2 answers

Options:

A.

Leads, Contacts, and Business Accounts can be Campaign Members.

B.

The Marketing User feature license must be assigned.

C.

The Campaign ID is required in the import file.

D.

The Status of the Campaign Member is optional.

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Questions 35

Universal Containers (UC) deployed Sales Cloud three months ago to the North American sales teams. One of the reasons UC selected sales cloud is its mobile support which provides flexibility for account executive.

How should the consultant assure UC s management that Sales Cloud is being successfully adopted on mobile de devices?

Options:

A.

Create a report to show the volume of opportunities created in the last three months compared to a year ago.

B.

Create a custom report type to show the use of mobile devices by users in the last three months.

C.

Track sales results month-over-month for the last three months to show an increase m the average order site.

D.

Leverage visualforce to show the use of mobile devices by users during the last three months.

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Questions 36

Cloud Kicks is in the process of implementing Salesforce for its sales teams. Senior management has concerns about adoption.

What should a consultant recommend to encourage adoption?

Options:

A.

Establish goals and key metrics.

B.

Give users access to a Sandbox environment.

C.

Define the sales process.

D.

Plan a first release with minimum features

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Questions 37

Sales reps at Universal Containers (UC) want to know when a customer or prospect Contact opens an email, they sent so they can follow up with the Contact shortly afterward. Which tool should a consultant recommend to meet the requirement?

Options:

A.

Outlook Desktop Integration

B.

Einstein Activity Capture

C.

High Velocity Sales

D.

Salesforce Inbox

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Questions 38

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?

Options:

A.

Scope

B.

Background

C.

Terms and Conditions

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Questions 39

The Asia Pacific and Japanese sales teams from Cloud Kicks have requested separate report folders for each region. The VP of sales needs access to both report folders in one place to find reports for all the regions and wants to retain visibility of the reports in each folder.

What should the consultant recommend meeting the requirement?

Options:

A.

Create subfolders and give access to the root folder, keeping the top region folder sharing settings.

B.

Create all new regional folders and move the reports to the respective region folder with viewer access.

C.

Create grouped folders, keeping the top region folder sharing settings and limiting the sharing settings for the grouped folders.

D.

Create all new regional folders and move the reports to the respective region folder with subscribe access.

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Questions 40

Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.

Which two recommendations should the consultant make?

Choose 2 answers

Options:

A.

Include the Forecast Manager field on the Territory page layout.

B.

Include the Forecast Manager field on the Opportunity page layout.

C.

Assign a forecast-enabled forecast manager to each territory.

D.

Assign a role for each manager in the user role hierarchy.

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Questions 41

Norther Trail Outfitters wants to migrate its Territory Management to a new structure for the upcoming fiscal year,

What are two aspects a consultant should consider for this migration?

Choose 2 answers

Options:

A.

Access to a territory model is controlled through profiles or permission sets.

B.

Territories can inherit assignment rules from other territories higher in the model.

C.

Only one territory model can be active at any given time.

D.

Territory user assignments are migrated to the new model.

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Questions 42

Sales leadership at Universal Containers is concerned that sales reps are negotiating deals with contacts without the authority to make a

decision, resulting in lost deals.

What should the consultant recommend to resolve the issue?

Options:

A.

Allow sales reps to mark the contact on each opportunity as “Primary” to indicate the decision maker.

B.

Require sales reps to add the stakeholder as the decision maker on each opportunity before the rep can progress the stage.

C.

Enable Opportunity Teams so sales reps can track the decision maker for each opportunity.

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Questions 43

Cloud Kicks manages contacts for lead generation in a marketing application. Following a new Salesforce implementation, inbound leads will be reviewed in the marketing application and then migrated to Salesforce.

Which contacts should the consultant migrate from the marketing application to leads in Salesforce?

Options:

A.

New contacts

B.

Active contacts

C.

Qualified contacts

D.

All contacts

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Questions 44

Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas.

Which solution should a consultant recommend?

Options:

A.

Create a Joined report with dosed Opportunities, Forecasting Items, and Quotas.

B.

Configure Quotas with a Product family report and add necessary fields.

C.

Create a custom report type with Forecasting Quotas and Forecasting Items.

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Questions 45

Universal Containers has four product lines, each with its unique sales cycle. Once the

prospect is qualified, the sales reps should follow the product-specific sales cycle.

Which two actions should a consultant recommend to meet these requirements?

Choose 2 answers

Options:

A.

Implement sales processes that map to each Opportunity record type.

B.

Create Opportunity record types for each product line.

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Questions 46

A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account.

What should the consultant recommend to allow account owners to selectively share an account's contacts with opportunity owners?

Options:

A.

Add opportunity owners to the Opportunity Team and configure contact sharing.

B.

Transfer account ownership from themselves to the opportunity owner.

C.

Transfer contact ownership from themselves to the opportunity owner.

D.

Add opportunity owners to the Account Team and configure contact sharing.

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Questions 47

Cloud Kicks' (CK) high-value opportunities are delayed in the approval process because sales managers' approval requests go unnoticed for various reasons. CK wants to streamline the approval process and give sales managers more ways to approve opportunities in a timely manner.

Which two strategies should the consultant recommend to improve the approval process?

Choose 2 answers

Options:

A.

Enable approvals by email for the approval process for high-value opportunities.

B.

Allow managers to approve or reject requests via the Approval Requests tab.

C.

Build an automation to approve high-value opportunities.

D.

Create a dashboard of pending approvals and add it to the Chatter feed.

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Questions 48

Cloud Kicks (CK) wants to migrate a data file containing 8,000 leads from a legacy system into Salesforce. Many of the lead owners have left the company, so CK wants to populate the Lead Owner field for these records using the active assignment rule.

Which two tools should a consultant recommend to meet the requirement?

Choose 2 answers

Options:

A.

Data Import Wizard

B.

Data Loader

C.

.Scheduled Apex

D.

.dataloader.io

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Questions 49

The sales director at Cloud Kicks wants to prevent users from viewing each other's Opportunities but wants them to check to see that the Account already exists prior to creating a new Account. Which organization-wide default should the consultant recommend?

Options:

A.

Set Account to Public Read Only and use a criteria-based sharing rule on Opportunity.

B.

Set Account and Opportunity to Public Read Only.

C.

Set Account to Public Read Only, and Opportunity to Private.

D.

Set Account and Opportunity to Private.

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Questions 50

Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. CK just added a new business unit to Salesforce. Managers in the new business unit report that their forecasts are accurate but they are unable to see the discount amount in the Opportunity list in Collaborative Forecasting.

What should a consultant do to resolve the issue?

Options:

A.

Add a new discount field for the new business unit.

B.

Check the field level security for the managers' profile.

C.

Add the Discount field to the Sales Path for the managers.

D.

Use a validation rule to ensure that a discount is entered.

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Questions 51

Cloud Kicks (CK) sells online subscriptions for its leading Shoe of the Month club.

Customers can make a single payment or pay weekly, monthly, or quarterly. CK wants to use

Opportunities to track and report on these subscription deals.

What should a consultant recommend to meet this requirement?

Options:

A.

Activate schedules on the Opportunity object.

B.

Enable schedules on the Product object.

C.

Configure assets with a look up to the Opportunity object.

D.

Implement contracts with a look up to the Opportunity object.

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Questions 52

Cloud Kicks (CK) uses a sales model where pre-defined groups of reps work collaboratively on Accounts. Each group is also responsible for specific Accounts. CK has

organization-wide default access set to Public Read/Write for Accounts. CK discovered this caused issues with data quality where reps edited Accounts outside their scope of

responsibility. CK wants to allow reps to view any Account but restrict editing to only reps who are responsible for those specific Accounts.

Which two steps should a consultant recommend allowing reps to continue to collaborate while eliminating incorrect edits?

Choose 2 answers

Options:

A.

Change Account organization-wide defaults to Private.

B.

Change Account organization-wide defaults to Public/Read-Only.

C.

Create an Account sharing rule to grant Read/Write access to all Accounts

D.

Enable Account Teams to allow opines to grant Read/Write access.

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Questions 53

The sales director at Universal Containers wants to ensure that a custom field on the Lead object is excluded from Einstein Lead Scoring.

How should the consultant meet the requirement?

Options:

A.

Exclude the custom field from all page layouts.

B.

Omit the custom field from the scoring model.

C.

Clear the custom field's values on all records.

D.

Make the custom field Read-Only on all profiles.

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Questions 54

The Cloud Kicks admin is planning to deploy new functionality as part of its quarterly update process. The consultant has recommended completing the update outside of business hours to avoid impacting users.

Where should the consultant direct the admin to check for scheduled system maintenance?

Options:

A.

Company Profile

B.

Trailblazer Community

C.

Trailhead

D.

Salesforce Trust

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Questions 55

Cloud Kicks (CK) has an external enterprise resource planning (ERP) system that

stores product order information. CK wants to view those orders as a related list on the account

record in real time.

Which best practice should the consultant recommend?

Options:

A.

Implement Salesforce Connect and an external object to get real-time product order information, and add the external object as a related fist on the Account.

B.

Create a Lightning component, and get the real-time product order information from ERP using REST integration.

C.

Create external object product onto" information in Salesforce, run a nightly batch to get details from ERP, and add the external object as a related fist on the Account.

D.

Implement Salesforce-to-Salesforce to get real-time product order information, and add it as a related list on the Account.

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Questions 56

Cloud Kicks has hired a consultant to help with its initial Salesforce implementation.

Which three steps should the consultant take to help Cloud Kicks get Salesforce up and running?

Choose 3 answers

Options:

A.

Define company vision.

B.

Finalize integrations.

C.

Prioritize goats.

D.

Define KPIs.

E.

Analyze competitors.

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Questions 57

A Consultant is configuring Einstein Forecasting to help the sales team predict how much they will sell by the end of a forecasting period.

Which two considerations should the consultant keep in mind to ensure that predictions are displayed.

Choose 2 answers

Options:

A.

Predictions are only shown when data sync in Tableau CRM is enabled. Tableau

B.

Predictions are based only on the standard Close Date and Amount fields

C.

Predictions are only shown when at least 12 months of Opportunity data exists

D.

Predictions are only shown when the user is in the forecasting hierarchy.

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Questions 58

The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts.

The team can often easily identify duplicates and wants to merge them.

What should the consultant explain to the team about Person Account merges?

Options:

A.

Person Accounts with a redundant relationship can be merged using matching rules.

B.

Person Accounts can be merged with other Person Accounts.

C.

Person Accounts can be merged with contact records.

D.

Person Accounts can be merged with any type of Account

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Questions 59

Cloud Kicks’ (CK) VP of technology wants to start using Salesforce for all the sales

team’s automation. CK migrated 70 million records from a legacy database to the datawarehouse that will be synced with Salesforce. CK wants to search and cross-reference records

with the original source database. What should a consultant recommend meeting this

requirement?

Options:

A.

Use the standard External ID field and map this to the source record ID value.

B.

Use a custom External ID field and map this to the source record ID value.

C.

Use the standard External ID field and map this to the Salesforce record ID value.

D.

Use a custom field named External ID and map this to the Salesforce record ID value.

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Questions 60

How can a consultant determine which capabilities of a Sales Cloud implementation are required during the Discovery phase?

Options:

A.

Establish KPIs for end MTV.

B.

Observe end users.

C.

Demo Sales Cloud to end users.

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Questions 61

Cloud Kicks just deployed Sales Cloud globally and wants to make sure that all of its users are using Salesforce. How should the consultant determine if all regions are using Salesforce?

Options:

A.

Assign all users to a region, build a report using user login history, and filter on region.

B.

Create an Opportunity report per region, filtering by User.

C.

Ask each regional sales manager to run the standard User Adoption report.

D.

Install Salesforce Adoption Dashboards from the AppExchange and use the region chart.

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Questions 62

The admin at Universal Containers has been getting complaints from sales reps about duplicate leads within Sales Cloud. The admin has already

set up a Matching Rule for Leads.

What should the consultant recommend to resolve the issue?

Options:

A.

Change the criteria for the standard Lead Matching Rule.

B.

Confirm the standard Lead Matching Rule is deactivated.

C.

Confirm the custom Lead Matching Rule is activated.

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Questions 63

A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering use cases for Sales Processes.

Which two groups should provide content for the use cases?

Choose 2 answers

Options:

A.

Sales reps

B.

Finance team

C.

Sales operations

D.

Executives

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Questions 64

Universal Containers (UC) has established Sales Ops teams. As part of the sales process, Tasks are used to track all customer interactions. UC wants any available Sales Ops team member to handle these Tasks as soon as possible.

Which Salesforce functionality should the consultant recommend to meet the requirement?

Options:

A.

Create Opportunity Teams to manage Tasks.

B.

Leave the Task's Assigned To held bank

C.

Use workflows to create a Task for each team member.

D.

Assign Tasks to a queue to share work efficiently.

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Questions 65

Cloud Kicks has 12 stages m its sales process. The probability of winning the sale must be indicated. The sales manager uses sales stages and probability for forecasting. The sales manager wants a condensed summary of the forecasts without affecting the sales team.

Which approach should a consultant recommend to streamline forecast reporting?

Options:

A.

Create a custom object to be used in forecast reporting.

B.

Reduce the number of opportunity stages and report on probability.

C.

Align opportunity stages with probability and use collaborative forecasts for reporting.

D.

Align forecast categories to multiple opportunity stages and report on forecast category.

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Questions 66

Cloud Kicks has completed the discovery stage, and leadership has aligned on the project's business goals.

What should the consultant formalize with stakeholders before moving to the next project stage?

Options:

A.

Develop wireframes to visualize the product end state.

B.

Onboard team members to start development of the solution.

C.

Define key metrics to identify how success will be measured.

D.

Create user stories to present for prioritization.

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Questions 67

Cloud Kicks noticed its data quality has degraded since its initial Sales ‘Cloud Hs ion and is working with a co to ip a data management plan. The consultant suggested some best practices for creating, processing, and maintaining data.

Which two areas could be improved by using third-party data enrichment tools?

Choose 2 answers

Options:

A.

Roles and record ownership

B.

Validation rules

C.

Monitoring changes and updates

D.

Naming and formatting

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Questions 68

The consultant at Universal Containers recently enabled forecasts. A sales manager is concerned that all open opportunities appear in the Pipeline forecast category. Opportunities in Perception Analysis and Proposal/Price Quote stages should appear in the Best-Case category. Opportunities in the Negotiation/Review stage should appear in the Commit category.

How should the consultant ensure opportunities appear in the correct forecast categories?

Options:

A.

Create a field update with Flow to update the forecast category based on the opportunity stage

B.

Edit the probability percentage on opportunity stage picklist values.

C.

Map opportunity stages to the appropriate forecast categories.

D.

Update the opportunity stage picklist value labels to match the category to which they should be assigned

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Questions 69

Prospects at Cloud Kicks are exposed to many different marketing activities. In most cases, a combination of several different activities result in a successful sale.

How should the consultant configure Salesforce to track which marketing activities influenced the customer to make a purchase?

Options:

A.

Implement Customizable Campaign Influence.

B.

Create a junction object between Campaign and Opportunity.

C.

Use Surveys to request the information from the customer.

D.

Make the Primary Campaign Source required.

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Questions 70

Cloud Kicks uses Salesforce in Lightning Experience to manage business Accounts and Person Accounts. The sales director wants to associate Person Accounts to business Accounts and/or Contacts.

Which Salesforce feature should the consultant recommend to meet these requirements?

Options:

A.

Use a junction object between Accounts and Contacts.

B.

Use the Contacts to Multiple Accounts feature.

C.

Create a custom lookup from Accounts to Contacts.

D.

Create a reverse lookup from Contacts to Accounts.

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Questions 71

The VP of sales at Good Kicks wants to know the percentage of opportunities in a certain stage that were eventually closed won.

Which two steps should a consultant take to create a solution?

Choose 2 answers

Options:

A.

Enable Feed Tracking.

B.

Create a roll-up summary formula.

C.

Update a custom field using automation.

D.

Create a report and dashboard.

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Questions 72

When emails sync by Einstein Activity Capture, how are the emails matched to Sales Cloud records?

Options:

A.

Matching is based on the standard Email field.

B.

Matching is based on any Email field.

C.

Matching is based on Full Name and standard Email field.

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Questions 73

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?

Options:

A.

Design Direction

B.

Challenge Framing

C.

Discovery

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Questions 74

Cloud Kicks’ sales productivity is on the decline, while its competitors are more

successful. The consultant has suggested Einstein Opportunity Insights.

Which three insights can this provide?

Choose 3 answers

Options:

A.

Opportunity Representative Score

B.

Sentiment Analysis

C.

Follow-up Reminders

D.

Deal Prediction

E.

Key Moments

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Questions 75

Universal Containers has implemented Salesforce for all of its sales associates. All Sales associates are required to select the win or loss status every dosed Opportunity. Managers like to measure the win ratio for all of the sales associates.

How should a consultant meet the requirement?

Options:

A.

Build a custom report on Opportunity with custom summary formulas to show win/loss ratio.

B.

Create a custom formula held on Opportunity to capture the win ratio for Opportunities.

C.

Ensure that all managers have access to the standard Win/Loss report.

D.

Build a custom lightning component to show the win ratio based on won Opportunities.

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Questions 76

The Universal Containers management team wants to help sales reps determine the nght time to contact prospects.

What should the consultant recommend to meet the requirement?

Options:

A.

Implement Sales Dialer and begin cold calling leads to request availability.

B.

Create a formula field to determine the prospects time zone.

C.

Configure Einstein Lead Scoring to determine the best time to make contact.

D.

Enable Email Tracking with reporting and activity timeline.

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Questions 77

The Cloud Kicks marketing team wants to view and report in Lightning on any opportunities created as a result of 2 Campaign. Which two choices should a consultant recommend meeting the requirement?

Choose 2 answers

Options:

A.

Use Data Loader to export Opportunity and Campaign Influence and merge the results.

B.

Enable Customizable Campaign Influence in Setup.

C.

Add the Campaign Influence related list to the Opportunity page layouts.

D.

Create a joined report between Opportunity and Campaign to show influence.

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Questions 78

Cloud Kicks requires its sales reps to 90 through an internal certification process on myTrallhead before they add specific groups of Products to Opportunities.

Which two solutions should be used to validate that sales reps have completed the myTrailhead badge?

Choose 2 answers

Options:

A.

Use a validation rule on Opportunity Products to prevent a sales rep from adding Products marked as requiring the myTrailhead badge if the rep has yet to complete the badge.

B.

Use a Process Builder process on Products marked as requiring the myTrallhead badge to automatically share the Products with sales reps who have completed the badge.

C.

Use a validation rule on Products marked as requiring the myTrailhead badge to prevent those Products from being added to an Opportunity.

D.

Use a separate once book for the Products requiring the myTrailhead badge and only share the once book with sales reps who have completed the badge-

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Questions 79

The enterprise architect for cloud Kicks wants to understand how objects in sales cloud

are connected to one another.

Which two approaches should a consultant use to help the architect?

Choose 2 answers

Options:

A.

Explain the types of object relationships in Salesforce

B.

Review the Object Manager tab in Setup with the customer.

C.

Use Schema Builder to show a visual of related objects.

D.

Obtain an export of object data from the current system.

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Questions 80

Northern Trails Outfitters (NTO) is ready to start the next phase of its Salesforce implementation. A consultant recommends using Universal Process Notation (UPN) to document the business process maps NTO will use as its guide.

As NTO maps out its processes, which two key principals of UPN should the team keep in mind?

Choose 2 answers

Options:

A.

Attach supporting information at the detail level.

B.

Use symbols of different colors, arrows, and swim lanes for clarity.

C.

Limit the number of activity boxes on the screen to 8 to 10.

D.

Keep version control and change history at the diagram level.

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Questions 81

The sales department at Cloud Kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship.

Which solution should the consultant recommend?

Options:

A.

Use Contact roles on the Opportunity object.

B.

Add a contact lookup Meld to the Opportunity.

C.

Add a multi-select picklist field on the Opportunity object.

D.

Use a junction object between the Opportunity and Contact.

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Questions 82

A consultant for Cloud Kicks is migrating data from an on-premise system to Salesforce. The consultant has imported.

Account records, and is attempting to import the associated Contacts using Data Loader, but the import has failed records. The error messages all read UNABLE TO LOCK ROW,

What could be causing these records to fail?

Options:

A.

Updates to child records that have the same parent records are being processed simultaneously.

B.

Contact records should be imposed in the same data batch as Account records.

C.

An Apex Trigger on the Account object is firing on insert and causing the Contact import to fail.

D.

The consultant has incorrect permissions to import data using Data Loader.

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Questions 83

Cloud Kicks (CK) wants to implement sharing rules. Which three considerations

should the consultant explain to CK?

Choose 3 answers

Options:

A.

CK can expand access beyond the organization-wide default levels with sharing rules.

B.

Organization-wide defaults must be Public Read Only or Private to create sharing rules.

C.

Sharing rules apply only to new records that meet the definition of the source data set.

D.

When a sharing rule is deleted, the sharing access created by that rule must be manually removed.

E.

When multiple sharing rules are assigned, the user is assigned the least restrictive access.

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Questions 84

Sales operations managers are reporting a higher number of Activities than is accurate for their teams When viewing reports, managers see Activities related to Opportunities and Accounts only for their team. However, Activity records related to Campaigns appear m all of the reports, regardless of which sales team should get credit for them. Enterprise Territory Management and role hierarchies are used.

Why are Campaign Activities for all teams visible m reports viewed by sales operations managers?

Options:

A.

The sales operations managers are given Read access to the Campaign object m their profile.

B.

Apex managed sharing is used to control the visibility of Activities related to Accounts.

C.

The Organization-wide Default for Campaigns is set to Public Read-Only.

D.

The Organization-Wide Default for Accounts is set to Private.

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Questions 85

Cloud Kicks (CK) has customers who are often involved with more than one company. CK wants to track these contacts on associated accounts

without creating duplicate Contact records.

What should a consultant consider when enabling the Set Up Contacts to Multiple Accounts feature?

Options:

A.

Create a junction object to link Accounts and Contacts.

B.

Designate a default account as the Contact's primary account.

C.

Add account relationships from the Contact record.

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Questions 86

Cloud Kicks (CK) has recently implemented Sales Cloud. CK wants to be able to forecast the number of shoes it sells to better coordinate with the logistics department to fulfill orders.

Which three options should a consultant recommend CK implement to accomplish this?

Choose 3 answers

Options:

A.

Opportunity Quantity

B.

Collaborative Forecasts

C.

Forecast Types

D.

A custom field

E.

Product Revenue Schedules

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Questions 87

Cloud Kicks wants to send a notification to sales reps when their opportunities remain open past the close date.

Which two solutions should the consultant recommend to meet the requirement?

Choose 2 answers

Options:

A.

Add sales reps to the Opportunity Team.

B.

Instruct sales reps to follow their opportunities.

C.

Enable Einstein Opportunity Insights.

D.

Use Flow with a scheduled action and an email alert.

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Questions 88

Cloud Kicks is migrating from its current CRM application to Salesforce in phases across various regions. The current CRM application manages customer and pipeline information that resides in a legacy back-end application which needs to be migrated to Salesforce.

Which approach should the consultant use for the source data migration?

Options:

A.

Migrate all Contacts, then Opportunities, and then Accounts from the legacy back-end application.

B.

Migrate all Accounts, then Contacts, and then Opportunities from the legacy back-end application.

C.

Migrate all Opportunities, and then associate Accounts and Contacts from the current CRM application.

D.

Migrate all Contacts, then Accounts, and then Opportunities from the current CRM application.

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Questions 89

The consultant at Cloud Kicks has successfully implemented Einstein Lead Scoring. The VP of sales wants to see the effectiveness of this new functionality.

What should the consultant do to fulfill this request?

Options:

A.

Add the Einstein prediction column to the forecast list view.

B.

Add a standard dashboard for Sales Cloud Einstein.

C.

Create a custom report type tor Seles Cloud Einstein records.

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Questions 90

Universal Containers (UC) hired a consulting company to implement Sales Cloud. This will be the third CRM application UC has used in the past 5 years. Employees have failed to adopt the previous two applications.

Which step should be part of UC's plan to help drive adoption of Sales Cloud?

Options:

A.

Identify change management champions.

B.

Implement User Acceptance Testing (UAT).

C.

Revoke user access to legacy systems.

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Questions 91

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?

Options:

A.

Use Revenue Schedules to capture instalment payment plan details for each Product.

B.

Create a Process Builder to create an Order for each instalment payment.

C.

Add a custom field to the Quotes object to capture the number of instalments.

D.

Set the default quantities to 12, 24, and 36 in a new Price Book for instalment sales.

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Exam Code: CRT-251
Exam Name: Salesforce Certified Sales Cloud Consultant (SU24)
Last Update: Dec 4, 2024
Questions: 307

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