CRT-251 Exam Dumps - Salesforce Certified Sales Cloud Consultant (SP23)

Question # 4

Northern Trail Outfitters (NTO) wants to expand its use of Salesforce and start tracking orders on accounts. NTO has hired a consultant to complete the project.

Which two considerations should the consultant take into account when implementing sales orders'

Choose 2 answers

Order line items can be added or removed after an order is activated.

Products have to be manually added to a cloned order.

Contract Number is a required field on the order page layout.

Organization-Wide defaults must be set to Controlled by Parent.

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Question # 5

Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts. The organization-wide default for Accounts is Private.

Which two factors should the consultant consider when updating the sales territories and Account owners?

Choose 2 answers

The organization-wide default should be set to Public before the update can be performed.

The Salesforce Platform can update up to 200 accounts at a time.

The data update will cause sharing recalculations and should be completed during off-peak hours.

The team can defer sharing calculations to decrease the risk of lock errors during the data update.

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Question # 6

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?

Enable schedules on the Product object.

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Question # 7

During the requirements gathering workshops at Cloud Kicks, the project team and subject matter experts bring up new ideas to incorporate4 into the current project.

Which best practice should the consultant use to refocus the meeting and stay on topic?

Tell key stakeholders that the team is focused on other ideas,

Remind the team of the purpose and scope of this project.

Incorporate the new ideas into the solution design.

Invite only the subject matter experts to subsequent workshops.

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Question # 8

After a project deployment, several bugs are identified by end users and prioritized by the project team.

What are two ways a consultant should resolve these issues?

Choose 2 answers

Build out issue resolution release in the appropriate development sandbox.

Build out issue resolution release in the production environment.

Perform user acceptance testing (UAT) m the appropriate development sandbox.

Perform user acceptance testing (UAT) m a Full sandbox.

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Question # 9

Cloud Kicks is concerned that the sales team is taking longer to dose opportunities in comparison to the same time last year. The VP of sales wants to determine the number of closed deals on a monthly basis and compare the month-over-month results.

Which two actions should the consultant take to meet the requirement?

Choose 2 answers

Create a report based on the Opportunity reporting snapshot.

Create a dashboard component and schedule the dashboard to refresh monthly.

Schedule a reporting snapshot of the Opportunity History object to run monthly.

Schedule a reporting snapshot of the Opportunity object to run monthly.

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Question # 10

Universal Containers continues to see substantial growth year-over-year. Outside sales reps think the* territories are too dense to cover adequately. Leadership has decided to modify the existing safes territories and hire additional staff to make the account allocations more manageable. So the states win 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 m Sales Cloud.

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

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

Install the Territory Management Reporting Pack from the AppExchange.

Run the updated assignment rules in Planning State and view the accounts on the territory detail page.

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

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Question # 11

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?

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

Transfer account ownership from themselves to the opportunity owner.

Transfer contact ownership from themselves to the opportunity owner.

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

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Question # 12

Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has dosed the most deals in a month. The territory hierarchy has three branches with child territories, where forecast managers may be assigned to a few of them.

Which two actions can forecast managers perform?

Choose 2 answers

Add territory forecast to the hierarchy.

Add a Forecasts tab to the Sales app.

View the territory forecasts as a single-page summary.

Share the forecast with any Salesforce user.

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Question # 13

Sales managers at Cloud Kicks need to visualize all open opportunities based on the location of the related Account.

Which solution should a consultant recommend?

Using Tableau CRM, import a data lens with the State and City for all opportunities.

Enable Location Services and add the Account Address field to the Opportunity page layout.

Create a dashboard that uses a report grouping opportunities by Account.

Using Salesforce Maps, configure a Data Layer showing open opportunities.

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Question # 14

Cloud Kicks uses .pdf documents in Sales Cloud to help the sales team learn about new products. Which feature should a consultant recommend to store these documents?

Files sync

Salesforce Files

Document lists

Salesforce Knowledge

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Question # 15

Cloud Kicks (CK) has two sales divisions: a franchise sales division and a public sales division. The sales reps for each division have different user profiles. The sales reps for

the franchise sales division should only be able to set up Business Accounts.

What should the consultant recommend meeting this requirement?

Remove Person Account Record Types from the franchise sales user profile.

Ensure there are a minimum of two Record Types for Person Accounts.

Use sharing rules to share Accounts between franchise and public divisions.

Ask Salesforce Support to disable Person Accounts in CK's org.

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Question # 16

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?

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

Mark the fields as required on the Page layout.

Customize Path and create validation rules dependent on stages.

Configure Path by checking the Key Field Required checkbox.

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Question # 17

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?

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

Create an Opportunity report per region, filtering by User.

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

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

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Question # 18

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

Choose 2 answers

New Products can be added to active orders.

Products can be removed from active reduction orders.

Orders can be activated only if they include a Product.

Multiple reduction orders can be created for a single order.

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Question # 19

Cloud Kicks has purchased a list of leads and wants sales reps to contact and measure

the return on investment (ROI) of the purchased list.

Which solution should the consultant recommend?

Create a Campaign, import the list as Leads, and add them to the Campaign.

Import the list as new Leads and update the Lead Source to â€œPurchased Lead.

Create a new custom object to import purchased Leads,

Import the list as new Leads using the Data Import Wizard.

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Question # 20

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?

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

total value of opportunities from the child Accounts.

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

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

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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Question # 21

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?

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

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

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

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

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Question # 22

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

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.

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.

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

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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Question # 23

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?

Select Require reCAPTCHA Verification in Web-to-Lead settings.

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Question # 24

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

Explain the types of object relationships in Salesforce.

Use Schema Builder to show a visual of related objects

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Question # 25

What are two capabilities of Data Loader? Choose 2 answers

Extracts organization and configuration metadata

Prevents importing duplicate records

Exports field history data

Runs one-time or scheduled data loads

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Question # 26

The sales manager at a company has noticed that sales teams are having trouble understanding who should an Opportunity. Sales teams base their sales Opportunities on assignments to specific ZIP codes.

Which solution should the consultant recommend?

Sharing Rules

Territory Management

Account Teams

Sales Cloud Einstein

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Question # 27

Universal Containers has configured the Account organization-wide default (OWD)

sharing as Public Read Only. All customer Accounts are owned by the customer successmanager. When a customer calls support to update their contact information, the support agent

on their Account team is unable to edit the Account.

Which approach should a consultant recommend allowing the support agent to edit the

Account, while still enforcing the Public Read Only OWD?

The support agent should add themselves to the customer's Account team to grant Edit permissions.

The support agent should contact the customer success manager to update the Account.

The customer success manager should change the owner of the Account to the support agent.

The customer success manager should include the support agent on the default Account team with Edit permissions.

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Question # 28

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

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

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

Set organization-wide defaults for opportunities to Private.

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

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Question # 29

Northern Trail Outfitter has created a Complaints custom object related to Accounts. Due to the sensitive nature of these records, the objectâ€™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

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

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

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

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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