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

Questions 4

A consultant for Cloud Kicks notices that the deploy date for the Sales Cloud project is also the same weekend as a Salesforce Release.

What should the consultant recommend?

Options:

A.

Continue the planned deployment concurrent with the Salesforce Release.

B.

Update the project plan for the following week and communicate the change.

C.

Inform Cloud Kicks about the Salesforce Release and that the project may take longer.

D.

Stop all work because the impact of the Salesforce Release is unknown.

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Questions 5

Universal Containers has hired a new employee for the Global Sales Leadership team. The employee is intere in fostering friendly competition between account executives, with emphasis on reinforcing activities that dm sales. Historically, for every four prospect meetings held, one sale was generated.

Which action would help support the sales teams?

Options:

A.

Create subscription reports to send daily prospect meetings planned to the Assigned user for those events.

B.

Show a leaderboard on the regional sales dashboards highlighting the account executives who have created the most opportunities.

C.

Show a leaderboard on the regional sales dashboards highlighting account executives who have held the most prospect meetings.

D.

Create a dashboard that displays the most sales dosed by region using charts to show sale: green and lost opportunities in red.

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Questions 6

Sales reps at Cloud Kicks are spending too much time coordinating meetings with prospective clients.

Which solution should a consultant recommend to schedule meetings more efficiently?

Options:

A.

Share the sales reps' Salesforce calendar wrth clients.

B.

Utilize the Insert Availability feature in Salesforce Inbox.

C.

Ask clients to share their Outlook calendars.

D.

Create a site that clients can access to schedule meetings.

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Questions 7

During the Discovery phase of a project, which three steps should a consultant complete to prepare for a successful engagement? Choose 3 answers

Options:

A.

Create implementation plan.

B.

Establish project goals.

C.

Define sales processes.

D.

Define success metrics.

E.

Set project milestones.

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Questions 8

Cloud Kicks plans to integrate its email system with Salesforce, and wants to show the last 2 months of email activity to its 75 sales reps.

What should a consultant recommend to meet this requirement?

Options:

A.

Sales Cloud Einstein

B.

Einstein Activity Capture Standard

C.

Email to Salesforce

D.

Sales Cloud Console

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Questions 9

The sales manager at Cloud Kicks has asked a consultant to create a report to track when opportunities reach a certain stage with an amount equal to $100,000. The consultant saves the report to the Big Deals folder, which is a subfolder of the Sales Team folder. The Sales Manager role has View access to the Sales Team folder. The sales manager wants to subscribe to the report.

Which permission does the sales manager need to subscribe to the report created by the consultant?

Options:

A.

Subscribe to Reports permission

B.

Subscribe to Reports: Set Running User permission

C.

Subscribe to Reports: Add Recipients permission

D.

Subscribe to Reports: Run Reports permission

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Questions 10

Universal Containers wants to minimize the need for sales reps to manually create meetings and events that are stored on their calendars.

Which two Einstein Activity Capture (EAC) capabilities should the consultant consider? Choose 2 answers

Options:

A.

EAC a two-way sync for events and contacts.

B.

EAC events are unable to be synched with contacts and leads.

C.

EAC adds events to the activity timeline for custom objects.

D.

EAC supports emails, events, and contacts.

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Questions 11

During the last requirements meeting, Cloud Kicks team members said they will be attending a conference next week.

What should a consultant do in response to this news?

Options:

A.

Use the downtime to develop User Acceptance Testing (UAT) scripts.

B.

Ask the client to sign off on requirements and start the Build phase.

C.

Update the project plan and communicate it to stakeholders.

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Questions 12

Universal Containers (UC) deployed Sales Cloud 3 months ago to the North American sales teams. One of the reasons UC selected Sales Cloud is

its mobile support which provides flexibility for sales reps.

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

Options:

A.

Download the Login History report and filter by device type.

B.

Review the user profiles for mobile device permissions.

C.

Report on the opportunity records created on a mobile device.

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Questions 13

The Universal Containers sales team wants to easily show Account relationships to its sales reps and report on these relationship.

Which two considerations should the consultant take into account?

Choose 2 answers

Options:

A.

Account relationships are visible from Person Account records.

B.

A Person Account can be either a parent or child in the Account Hierarchy.

C.

Account Hierarchy displays only the Amounts users have Read permission to view.

D.

Accounts can be organized into different divisions based on specific criteria.

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Questions 14

Cloud Kicks (CK) wants to migrate data from its existing enterprise resource planning (ERP) system to CK wants to organize its data using the unique ID that is a number type in the ERP.

What should the consultant recommend to meet the requirement?

Options:

A.

Map the ERP unique ID to a custom external ID unique number field.

B.

Create a text field and insert the ERP unique ID.

C.

Use the ERP unique ID as the Salesforce ID.

D.

Create an external ID unique number field in the ERP labeled ERP unique ID.'

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Questions 15

Cloud Kicks (CK) is planning to use Person Accounts to maintain information on its retail customers. CK likes to track connections among

customers to capture household relationships, referrals, and so on. One customer can have many relationships.

What should a consultant consider when implementing Person Accounts and supporting many relationships between customers in Salesforce?

Options:

A.

Use Contacts for retail customers and use Accounts to maintain relationships.

B.

Enable Contacts to Multiple Accounts to create indirect relationships between two or more Person Accounts.

C.

Create a custom field to establish relationship and create files among Person Accounts.

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Questions 16

The Cloud Kicks pipeline and forecasting reports are inaccurate because sales reps are creating opportunities after they are already closed won. Sales management wants visibility into how often the sales reps are creating these types of opportunities.

Which solution should the consultant recommend?

Options:

A.

implement automation to update the opportunity to the first stage in the sales process.

B.

Configure a report that displays opportunities that have an earlier dosed date than

C.

Run the opportunity Pipeline line standard report to view the upcoming opportunities by stage.

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Questions 17

Multiple sales reps work together to close opportunities at Good Kicks. Management needs to know how much each sales nap receives on opportunities they dose to maintain accurate quota reports.

Which solution should a consultant recommend to meet the requirement?

Options:

A.

Set the organization-wide sharing default for the Opportunity object to Private.

B.

Create custom fields on the Opportunity object for sales reps to enter a credit percentage.

C.

Enable Opportunity Spats and add the Opportunity Splits related list to Opportunity page layouts.

D.

Enable Opportunity Team Selling and create a report grouped by Opportunity team member.

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Questions 18

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 19

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 20

Cloud Kicks (CK) is implementing Sales Cloud and expects hundreds of new Accounts will be added into Salesforce on

a daily basis. CK has an automated process to assign the Account owners. If no assignment can be made for an Account,

it will be assigned to a fictitious owner and a person will manually review and re-assign it at a later date. At any given time, a fictitious owner may have more than 10,000 Account records assigned to it. Which two solutions should the consultant recommend when CK sets up the new Account process?

Choose 2 answers

Options:

A.

Place the fictitious owner in a separate role at the top of the role hierarchy.

B.

Keep the fictitious owner out of public groups that could be used in sharing rules.

C.

Assign the Modify All Data system permission to the fictitious owner.

D.

Add the fictitious owner to a role at the lowest level of the role hierarchy.

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Questions 21

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 22

Northern Trail Outfitters finished implementing Sales Cloud for a mid market sales team. Sales management wants to track data trends and adoption.

What should the consultant recommend to measure core Sales Cloud record data?

Options:

A.

Adoption Dashboards Pack

B.

User Login Report

C.

System Overview Page

D.

Salesforce Optimizer

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Questions 23

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 24

The Cloud Kicks (CK) sales team works with two different types of leads: distributors and retailers. CK's management wants the sales team to follow two different lead qualification processes before converting the Lead into an opportunity.

Which three actions should a consultant recommend to meet this requirement?

Choose 3 answers

Options:

A.

Create retailer and distributor lead processes.

B.

Create a new profile and only assign one lead record type to it.

C.

Add leads to different campaigns based on lead type.

D.

Create Status picklist values specific to each lead type.

E.

Create distributor and retailer lead record types.

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Questions 25

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 26

Good Kicks has the goal of generating high-quality leads by implementing Sales Cloud.

Which metrics should the consultant analyze to determine the success of this goal?

Options:

A.

Total number of Leads created by a Sales Rep

B.

Lead to Opportunity Conversion Rate

C.

Lead to Quote Conversion Rate

D.

Total number of Leads by source

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Questions 27

A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation.

What should the consultant do during the planning stage to ensure a successful implementation?

Options:

A.

Design a prototype of the suggested solution.

B.

Identify which Salesforce features and functions to use.

C.

Define goals, metrics, project schedule, and sales processes.

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Questions 28

The project is almost finished, and now it’s time to test the changes and updates that

have been made before go-five. Cloud Kicks does not have a Partial or Full Sandbox.

How should the consultant recommend testing be conducted?

Options:

A.

Create a new Sandbox, populate it with data, and ask volunteers to test it with use cases.

B.

Create test Accounts and Opportunities in Production and ask volunteers to test it with use cases.

C.

Create a new Developer Edition org, populate it with data, and ask volunteers to test it with use cases.

D.

Create a new Sandbox and ask volunteers to test it with use cases.

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Questions 29

To properly plan for company growth, Cloud Kicks needs to forecast monthly revenue projections from the sales of its annual subscription service.

What should the consultant configure to meet this requirement?

Options:

A.

Opportunity products with monthly product Schedules

B.

Opportunity products with formula fields for each month's value

C.

Opportunity dashboard showing opportunities closed each month

D.

Opportunity dashboard showing products sold each month

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Questions 30

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 31

Access to opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.

What are two actions a consultant can take to meet the requirement?

Choose 2 answers

Options:

A.

Set Territory Management to grant Read access to opportunities owned by others.

B.

Set opportunity access on the role to view all opportunities associated with their accounts.

C.

Set organization-wide defaults for opportunities to Private.

D.

Set organization-wide defaults for opportunities to Public Read-Only.

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Questions 32

Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stage reports often lack key information that sales managers expect at each stage because sales reps have yet to enter the data.

What should the consultant recommend so opportunity stage reports always contain the data managers expect?

Options:

A.

Create an Auto launched flow to determine if required fields are missing.

B.

Mark the fields as required on the Page layout.

C.

Customize Path and create validation rules dependent on stages.

D.

Configure Path by checking the Key Field Required checkbox.

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Questions 33

The admin at Cloud Kicks needs to understand the adoption of Salesforce Files and multi-factor authentication.

What should a consultant recommend analysing adoption?

Options:

A.

Review the Setup Audit Trail.

B.

Create a report for the Login History object.

C.

Run the Salesforce Optimizer.

D.

Open the Lightning Usage App.

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Questions 34

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 35

Cloud Kicks (CK) has just completed its initial Sales Cloud implementation. The leadership team at CK wants to improve the rate of user adoption,

What should the consultant recommend?

Options:

A.

Add an Approvals process to the Opportunity object to enforce data standards.

B.

Conduct a requirements workshop to gather user stories.

C.

Create a report to track the login rate over the last 7 days.

D.

Create a Slack channel to gather and discuss feedback from users.

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Questions 36

The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current.

What should the consultant recommend to maintain current Account information?

Options:

A.

Build a weekly data update from in-house systems to refresh data in Salesforce.

B.

Email the contacts and leads to obtain their current information.

C.

Enable Automated Account Fields in Setup.

D.

Use third-party data to update and add records to Salesforce.

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Questions 37

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 38

Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange rates. The consultant at CX has implemented dated exchange rates by using Advanced Currency Management.

How is the converted currency amount calculation on Opportunities determined?

Options:

A.

The close date regardless of the opportunity stage

B.

The close date only when the stage is closed

C.

The current exchange rate regardless of the close date

D.

The exchange rate at the time the opportunity is closed

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Questions 39

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 40

An executive at Cloud Kicks (CK) has asked its admin to create a diagram to show the high-level process areas within the business. CK plans to use the diagram to show the context

of a new area of the business within the overall business.

What should the admin create to meet this requirement?

Options:

A.

Suppliers, Imports, Processes, Outputs, Customers (SIPOC) Diagram

B.

Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram

C.

Value Stream Map

D.

Capability Model

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Questions 41

The sales director at Cloud Kicks wants to enable Person Accounts in its org. The sales director asked a consultant to evaluate the solution and present it to the sales team.

What should the consultant consider when evaluating Person Accounts?

Options:

A.

Enabling the Person Accounts feature is Irreversible.

B.

Enabling Person Accounts requires a Public Read/Write sharing model

C.

Person Account records only count toward Account storage.

D.

The Person Account object must have at least two record types.

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Questions 42

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 43

The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office.

What should a consultant recommend?

Options:

A.

Enable Conversions for the Salesforce mobile app in Lead Conversion settings.

B.

Create a Global Action to convert leads vie the Salesforce mobile app.

C.

Install an AppExchange package to convert leads via the Salesforce mobile app.

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Questions 44

A sales rep notices they can edit some opportunities associated with accounts they

own, but is unable to edit other opportunities, although these are associated with accounts they own. Which three reasons could explain the sales rep’s experience?

Choose 3 answers

Options:

A.

Sharing Rules for opportunities are set to Manager Groups.

B.

Opportunity visibility allows View access to opportunities owned by others and associated with accounts they own.

C.

The organization-wide defaults for opportunities are set to Private.

D.

All provisioned Opportunity object permissions enable Read access with all accounts the sales rep.

E.

Some opportunities associated with the sales rep's account are owned by other users.

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Questions 45

Each product engineer at Cloud Kicks supports 3 specific product lines. There are three product lines. Sales reps sell all the company’s product lines; Sales management wants the appropriate product engineer automatically assigned to any new Opportunity for their product line with Read-Only rights.

What are two actions the consultant can take to meet the requirement?

Choose 2 answers

Options:

A.

Manually assign a product-specific role to each product engineer.

B.

Create criteria-based opportunity sharing rules for each product line.

C.

Enable Default Opportunity Teams for the Opportunity.

D.

Enable Default Account Teams for each product line.

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Questions 46

Cloud Kicks rtants its sales operations team to place orders for United States customers in Sales Ootid. The sales ops team needs to calculate sates tax on the orders. Sales tax is a complex calculation based on tax law that may change at any time.

What should the consultant recommend to meet the requirement3

Options:

A.

A formula field on the Order object

B.

An app from the AppExchange

C.

A screen flow for orders

D.

A spreadsheet with formulas

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Questions 47

Cloud Kicks (CK) uses a custom object named GumShoe__c. GumShoe__c is the child in a master-detail relationship with the Opportunity object. Staff members use this object to create requests for supporting research. CK wants to easily generate new GumShow__c records from staff phones by using the Salesforce mobile app.

What should a consultant recommend to meet the requirements?

Options:

A.

Create a custom hyperlink to a related list.

B.

Create a Lightning component for mobile.

C.

Create a custom Process Builder process.

D.

Create a Quick Action

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Questions 48

The sates manager at Cloud Kicks has proposed that the consultant one large Discovery meeting with 250 employees who use Salesforce currently to gain information to improve adoption.

What are the three efficient approaches the consultant could recommend to the sales manager?

Choose 3 answers

Options:

A.

Arrange multiple sessions with small groups of employees.

B.

Send a survey to all employees asking for a list of desired changes.

C.

Ask management to select which employees should participate In sessions.

D.

Ask all employees to email their ideas and feedback to the consultant.

E.

Meet with a large group of employees to listen to their feedback.

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Questions 49

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 50

Universal Containers needs to track quarterly sales goals for users. What are two ways a consultant can display sales goals and allow users to track their progress toward their goals?22.

Choose 2 answers:

Options:

A.

Create a Custom Report Type.

B.

Enable Forecast Adjustments.

C.

Enable Show Quota % Attainment.

D.

Create a quarterly snapshot

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Questions 51

Northern Trail Outfitter has created a Complaints custom object related to Accounts. Due to the sensitive nature of these records, the object’s visibility has been set to Private. A dedicated subnet of support users who will work on these items has been added to a Complaints Specialist public group. Only users within the Complaints Specialist public group should be able to view and edit any Compliant record.

Which two options should a consultant recommend to meet the requirements? Choose 2 answers

Options:

A.

Use Apex managed sharing to grant record access to users In the Complaints Specialist public group and restrict manager visibility.

B.

Uncheck the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object.

C.

Create a catena-based sharing rule that grants Read/Write access to the Complaints Specialist public group.

D.

Set the Complaint object's default visibility to allow only the users in the Complaints Specialist group to access the records.

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Questions 52

Cloud Kicks (CK) plans to implement Advanced Currency Management for its Salesforce implementation. CK has Roll-up Summary fields on the Account and Opportunity.

What should CK consider when enabling Advanced Currency Management in its Salesforce org?

Options:

A.

Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports.

B.

Opportunity Roll-up Summary fields will update from the Opportunity Line Item object.

C.

Account Roll-up Summary fields will update from the Opportunity object.

D.

Account cross-object formulas always use the dynamic conversion rate for currency conversion.

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Questions 53

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 54

Northern Trail Outfitters (NTO) has completed its annual planning and wants to

update the territory assignments for all sales reps in its enterprise. NTO understands this can impact the current year closing due by the end of the quarter. The IT team is also planning a release of the new incentive management package that will be used by sales reps.

Which two considerations should the consultant consider when deciding on the timing of the release?

Choose 2 answers

Options:

A.

Testing changes to Territory Management and the incentive management package should be completed in a Full Sandbox before releasing to Production.

B.

Changes to Territory Management need to be made in Production directly and can be completed without impacting users.

C.

Installing a new incentive management package along with Territory Management changes may add high risk to the deployment.

D.

Combining the Territory Management changes, and the incentive management package allows for mi faster ramp-up time for users.

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Questions 55

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 56

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 57

Cloud Kicks is restructuring its sales teams to align with its product lines. Each sales rep will focus only on the accounts they've been assigned.

Sales reps will run specific product upsell processes.

Which action should the consultant take to support a successful sales team transition?

Options:

A.

Meet with territory sales leadership to design territory assignment rules.

B.

Meet with sales reps to review products they are assigned and implement Opportunity Teams.

C.

Meet with executive sales leadership to understand the requirements for record sharing.

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Questions 58

‘Cloud Kicks (CK) needs to comply with GDPR requirements. Personal information is limited to only users who need access to a company's:

Account. CK has a private Account model.

How should the consultant provide specific Account access to the renewals and sales operations teams?

Options:

A.

Build renewals and sales operations Account team member roles and allocate them to the appropriate users,

B.

Create a criteria-based sharing rule to share Accounts with the sales operations and renewals public groups.

C.

Change the roles of renewals and sales operations team members in the default Opportunity team.

D.

Create a role-based sharing rule to share all Accounts with the sales operations and renewals roles.

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Questions 59

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 60

Cloud Kicks wants to implement a methodology to determine which current leads have the most in common with leads that have successfully been converted in the past.

How can the consultant meet this requirement?

Options:

A.

Use Lead Conversion Reporting.

B.

Create Conversation Insights.

C.

Use Einstein Lead Scoring.

D.

Create Cadence Steps.

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Questions 61

Up to this point, two sales have had separate accounts and opportunities. Sales Rep A wants to include Sales Rep B in a few opportunities on one account.

Which two actions can Sales Rep A allow Sales Rep B to do when Account Teams are enabled and used for this account? Choose 2 answers

Options:

A.

Grant Read access on the account's cases.

B.

Edit all opportunities on the account.

C.

View the account and keep activities private.

D.

View one of the opportunities on the account.

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Questions 62

Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines.

Which two recommendations should the consultant make?

Choose 2 answers

Options:

A.

One set of opportunity stages

B.

One record type

C.

Three record types

D.

Three sets of opportunity stages

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Questions 63

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 64

Cloud Kicks has enabled Orders to track and manage customer requests for products. The sates team has requested a process to return or reduce the quantity of activated Orders.

Which two Salesforce features should a consultant recommend to meet this requirement

Choose 2 answers

Options:

A.

Enable Orders without Price Books.

B.

Enable Zero Quantity Orders.

C.

Enable Negative Quantity for Order Products.

D.

Enable Reduction Orders.

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Questions 65

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 66

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 67

The marketing team is using a separate platform for managing prospects and wants to hand off qualified prospects to the sales team.

How should the consultant meet this requirement?

Options:

A.

Create Salesforce users for the marketing team so they can enter leads directly Into Salesforre.

B.

Recommend an integration with the marketing platform that creates leads in Salesforce,

C.

Recommend an integration with the marketing platform to Salesforce that generates tasks with lead information.

D.

Create a report of Salesforce leads and compare it with marketing data on a regular basis.

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Questions 68

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?

Options:

A.

Create a new Developer Edition org and populate it with data.

B.

Create test accounts and opportunities in a new Trailhead Playground org.

C.

Create a new Developer sandbox and populate it with data.

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Questions 69

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?

Options:

A.

implement a lead scoring strategy.

B.

Create list views to filter on each lead source.

C.

Implement lead assignment rules.

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Questions 70

Each year, representatives from Universal Containers attend two major industry conferences that Generate a large volume of leads. A few months after leads have been converted to opportunities, the team wants to determine the return on Investment (ROI) for each industry conference.

Which solution should the consultant recommend?

Options:

A.

Create the Campaigns related list on the Lead page layout, and associate new leads with a Campaign.

B.

Create a mufti-select picklist, and ask representatives to select which conference (s) influence the lead.

C.

Create industry events as Campaigns, add leads as Campaign Members, and utilize Customizable Campaign influence.

D.

Create a Slack channel for each industry conference and mention this channel on all new leads.

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Questions 71

Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein to ptkst users. The pilot users are unable to view the Lead Score field on me Lead record page.

Which two steps should the consultant take to fix this issue?

Choose 2 answers

Options:

A.

Add the Lead Score field to the Lead List View.

B.

Add the Lead Score field to the Lead Page layout.

C.

Assign the Einstein Lead Scoring permission set.

D.

Assign the Sales Cloud Einstein permission set.

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Questions 72

Universal Containers compensates its sales team based on their achievement of the company's sales revenue goals. The sates ops team needs to track the sales reps' performance against these goals.

How should the consultant meet the requirement?

Options:

A.

Construct Opportunity Reports with custom formulas to show attainment.

B.

Build automation to aggregate and report on revenue attainment from the User object.

C.

Configure custom objects and use automation to calculate and stone attainment.

D.

Configure sales quotas and compare quota attainment on the forecast.

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Questions 73

Cloud Kicks wants to sell to both consumers and businesses. The consumer sales team and business sales team will use different Stages.

Which two Salesforce functions will allow the consultant to meet this requirement?

Choose 2 answers

Options:

A.

Sales Processes

B.

Pipeline Inspection

C.

Opportunity Splits

D.

Record Types

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Questions 74

Which two use cases will protect the integrity of order data with activation limitations?

Choose 2 answers

Options:

A.

New Products can be added to active orders.

B.

Products can be removed from active reduction orders.

C.

Orders can be activated only if they include a Product.

D.

Multiple reduction orders can be created for a single order.

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Questions 75

Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.

What are two justifications for using third-party data enrichment tools?

Choose 2 answers

Options:

A.

To survey customers to update their data

B.

To enhance prospect data signaling intent to purchase

C.

To find new prospects who match the selling segment

D.

To create customer segments with personas and scoring

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Questions 76

Cloud Kicks (CK) frequently has multiple sales reps who collaborate on an opportunity. CK needs Salesforce to allocate credit to each sales rep to track against a sales quota.

Which Salesforce feature should the consultant use to meet this requirement?

Options:

A.

Opportunity Splits

B.

Sales Analytics

C.

Custom Metadata

D.

Collaborative Forecasting

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Questions 77

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 78

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 79

The Sales Cloud implementation at Cloud Kicks (CK) is now live. End user training is complete. IT stakeholders have signed off on the technical aspects of the project. The CK admin continues to call the consultant with questions about the sales process.

What should the consultant do?

Options:

A.

Suggest that CK purchase a support agreement.

B.

Conduct a knowledge transfer with the admin.

C.

Recommend that the admin attend Salesforce instructor-led training.

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Questions 80

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 81

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?

Options:

A.

All prospects

B.

Contacted prospects

C.

Qualified prospects

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Questions 82

Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deafs.

Which report should the consultant create to meet the requirement?

Options:

A.

Closed Won Opportunities by Account

B.

Closed Won Opportunities with Activities

C.

Closed Won Opportunities by the sales team

D.

Closed Won Opportunities with Recommendations

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Questions 83

Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system.

Which stage of the project lifecycle does this fall under?

Options:

A.

Plan

B.

Document

C.

Test

D.

Design

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Questions 84

Cloud Kicks has configured Account Teams and is ready to go live in Production.

How should the consultant migrate Account Team configuration to Production?

Options:

A.

Push with Workbench.

B.

import with Data Loader.

C.

Create manually.

D.

Deploy with Change Sets.

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Questions 85

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 86

The admin at uBHMBon tamers has been getting complaints from sales reps about duplicate Leads … Salesforce. The admin has already set up a matching rule for Leads.

What should the consultant recommend to resolve the issue?

Options:

A.

Confirm the standard matching rule is inactivated.

B.

Change the criteria for the standard Lead matching rule.

C.

Change the criteria for the standard Contact matching rule.

D.

Confirm the custom matching rule is activated.

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Questions 87

A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that

has a public sharing model for Accounts. Different sales reps own local Accounts that create a

multi-level Account Hierarchy. CK needs to see the total number of closed won opportunities

and the revenue value for all Accounts in the hierarchy when viewing 2 Parent Account.

Which recommendation meets this requirement?

Options:

A.

Configure an after-save flow to update a custom field on the parent Account with the

total value of opportunities from the child Accounts.

B.

Create a Roll-Up Summary field on the parent Account with the total value of won Opportunities from the child Accounts

C.

Create a workflow rule to update the custom field on the parent Account with the total value of won Opportunities from the child Accounts

D.

Use the View Account Hierarchy option and include a custom Roll-Up Summary field with the total value of won Opportunities in the displayed columns.

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Questions 88

Universal Containers continues to see substantial growth year-over-year. Outside sales

reps think their territories are too dense to cover adequately. Leadership has decided to modify

the existing sales territories and hire additional staff to make the account allocations more

manageable. Some states will change from one territory to two or more smaller territories. In

these instances, accounts will need to be reassigned to new territories.

Sales operations wants to review the territory account assignments and verify the accuracy

before the changes are reflected in Sales Cloud.

How should the consultant show sales operations what the data will look like after the change?

Options:

A.

Use Tableau to geocode account addresses and display on a territory map.

B.

Install the Territory Management Reporting Pack from the AppExchange.

C.

Run the updated assignment rules in planning State and view the accounts on the territory

detail page.

D.

Use Data Loader to export the accounts and make updates in Google Sheets.

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Questions 89

Universal Containers (UC) recently implemented new Sales Cloud solutions. UC stakeholders believe that user adoption is best measured by the login rate.

Which two additional key metrics should the consultant recommend?

Choose 2 answers

Options:

A.

Login lockouts

B.

Activities logged

C.

License assignments

D.

Data quality score

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Questions 90

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 91

The Cloud Kicks global sales teams are distributed across regions. Sales leadership wants to give access to dashboards based on region. For example, users within the region should have access to regional dashboards while the leadership team should have access to global dashboards.

What should the consultant recommend meeting this requirement?

Options:

A.

Create Dashboard folders for each regional sales team and one Dashboard folder for the leadership and team.

B.

Create one Dashboard folder for all regional sales teams and one Dashboard folder for the leadership team.

C.

Create one Dashboard folder for all regions for sales and leadership teams with View access.

D.

Create region-based sales groups, one leadership group, and one Dashboard folder with View access.

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Exam Code: CRT-251
Exam Name: Salesforce Certified Sales Cloud Consultant (SU24)
Last Update: Nov 23, 2024
Questions: 307
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