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Salesforce CRT-251 Exam Questions
- Topic 1: Explain The Factors That Influence Sales Metrics, Kpis And Business Challenges/ Explain Common Sales Processes And Key Considerations
- Topic 2: Given A Scenario, Determine How To Facilitate A Successful Consulting Engagement (Plan, Gather Requirements, Design, Build, Test, And Document)
- Topic 3: Given A Scenario, Determine Appropriate Sales Deployment Considerations/ Given A Scenario, Measure The Success Of A Sales Cloud Implementation Project
- Topic 4: Given A Set Of Requirements, Design An End-To-End Sales Process From Lead To Opportunity To Quote To Close To Order
- Topic 5: Given A Scenario, Analyze Customer Requirements To Determine An Appropriate Solution Design Considering Capabilities, Limitations, And Design Trade-Offs
- Topic 6: Given A Scenario, Identify An Appropriate Approach When Designing The Lead Conversion Process/ Describe The Implementation Considerations When Designing A Sales Process
- Topic 7: Given A Scenario, Determine When It Is Appropriate To Include Custom Application Development Or A Third-Party Application
- Topic 8: Describe The Appropriate Uses Cases For Account And Opportunity Teams And The Effect On Sales Roles, Visibility, Access, And Reporting
- Topic 9: Explain The Capabilities And Use Cases For Enterprise Territory Management/ Explain The Capabilities, Use Cases And Design Considerations When Implementing Orders
- Topic 10: Explain The Capabilities, Use Cases And Design Considerations Of Salesforce Mobile Applications Pertinent To The Sales Process
- Topic 11: Explain How Marketing Capabilities Support The Sales Process/ Given A Scenario, Recommend Appropriate Methods For Lead Scoring And Criteria For Lead Qualification
- Topic 12: Explain The Best Practices For Managing Lead Data Quality/ Identify Use Cases And Design Considerations For Social Accounts And Contacts
- Topic 13: Explain How The Ownership Of Account And Contact Records Drive Visibility Of Related Sales Information Such As Opportunities, Activities, Etc
- Topic 14: Explain The Various Methods For Establishing Relationships Between Accounts And Contacts/ Explain The Impact Of Having An Account Hierarchy/ Explain The Use Cases And Implications For Implementing Person Accounts
- Topic 15: Explain The Methods For Populating And Maintaining Account And Contact Data Using Data Enrichment Tools/ Given A Set Of Requirements, Determine How To Support Different Sales Process Scenarios
- Topic 16: Given A Scenario, Determine The Relationships Between Sales Stages, Forecast And Pipeline
- Topic 17: Describe The Relationships Between Opportunities To Assets, Product Line Items And Schedules, Price Books, Quotes, Contracts, Campaigns, Etc
- Topic 18: Given A Set Of Requirements, Determine The Appropriate Forecasting Solution/ Describe The Impact Of Multi-Currency On Opportunities
- Topic 19: Given A Scenario, Determine The Key Features That Help To Enable And Measure Sales Productivity And Adoption/ Identify Use Cases And Considerations For Using Email And Productivity Tools
- Topic 20: Given A Scenario, Identify The Appropriate Mobile Solution To Improve Sales Productivity/ Explain The Use Cases And Best Practices For Using Content Vs. Salesforce Files In The Sales Process
- Topic 21: Explain The Use Cases For Communities And Sites In The Sales Process/ Identify The Impact Of Enabling Communities
- Topic 22: Given A Set Of Desired Metrics, Determine The Appropriate Report, Dashboard Or Reporting Snapshot Solution
- Topic 23: Describe The Implementation Considerations Of Multi-Currency On Reports And Dashboards/ Explain The Use Cases And Considerations For Integrations Common To Sales Cloud Implementations
- Topic 24: Explain The Use Cases And Considerations For Data Migration In Sales Cloud/ Given A Scenario, Analyze The Implications And Design Considerations Of Large Data And Transaction Volumes
- Topic 25:
Free Salesforce CRT-251 Exam Actual Questions
Note: Premium Questions for CRT-251 were last updated On Sep. 06, 2024 (see below)
Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them.
Which functionality should the consultant recommend?
The Split View option in Salesforce allows users to see a list of records on the left side of the screen while viewing the details of a selected record on the right side. This functionality minimizes navigation and clicks, enabling sales reps to efficiently cycle through their current opportunities and view all the details they need. It is designed to enhance productivity by providing quick access to information.
How can a consultant determine which capabilities of a Sales Cloud implementation are required during the Discovery phase?
During the Discovery phase, observing end users helps consultants understand how users interact with the current system, identify pain points, and determine which capabilities of a Sales Cloud implementation are required. By directly observing the workflow and usage patterns, consultants can gather valuable insights into user needs and requirements, ensuring that the implementation aligns with actual business processes.
Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned.
Which solution should the consultant recommend when CK sets up the new account process?
Adding the user to a separate role at the lowest level of the role hierarchy ensures that the manual reviewer does not inadvertently gain access to other users' accounts through role hierarchy-based sharing rules. This setup confines the user's access to only those records explicitly assigned to them, maintaining data security and ensuring proper access control.
The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office.
What should a consultant recommend?
Creating a Global Action to convert leads via the Salesforce mobile app allows sales reps to efficiently convert leads while on the go. This approach ensures that the functionality is easily accessible from the mobile interface, streamlining the lead conversion process for sales reps who are frequently traveling.
Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned.
Which solution should the consultant recommend when CK sets up the new account process?
Adding the user to a separate role at the lowest level of the role hierarchy ensures that the manual reviewer does not inadvertently gain access to other users' accounts through role hierarchy-based sharing rules. This setup confines the user's access to only those records explicitly assigned to them, maintaining data security and ensuring proper access control.
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