CRT-251 Exam Questions

Total 70 Questions

Last Updated Exam : 22-Oct-2024

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


A.

Configure the individual Salesforce for Outlook email settings to control notification frequency.


B.

Configure Chatter Feed Tracking to provide updates for the key metrics the sales managers are
looking for.


C.

Create a report filtering for the desired criteria and individuals subscribe to the report.


D.

Define a workflow rule and email task that is triggered when key fields are updated to new values.





B.
  

Configure Chatter Feed Tracking to provide updates for the key metrics the sales managers are
looking for.



C.
  

Create a report filtering for the desired criteria and individuals subscribe to the report.



Universal Containers wants to equip its sales team with mobile capabilities. The sales team needs to
quickly look up contacts, accounts, and opportunities and easily log calls. Due to limited coverage in
certain geographic areas, the sales team wants access to customer information even without an
Internet connection. Which mobile solution is appropriate for the Universal Containers’ sales team?


A.

Salesforce Mobile app


B.

SalesforceA App


C.

Custom hybrid App


D.

Salesforce Touch App





A.
  

Salesforce Mobile app



The shipping department at Universal Containers is responsible for sending product samples as part
of the sales process. When an opportunity moves to the “sampling” stage, Universal Containers
wants an automatic email sent to the shipping department listing the products on the opportunity.
How can this requirement be met using a workflow email?


A.

Create is on the opportunity product using an HTML email template.


B.

Create is on the opportunity using a Visualforce email template.


C.

Create is on the opportunity product using a Visualforce email template.


D.

Create is on the opportunity using an HTML email template





B.
  

Create is on the opportunity using a Visualforce email template.



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


A.

The Account currency


B.

The User currency


C.

The Corporate currency


D.

The Opportunity currency





B.
  

The User currency



Universal Containers is planning to implement Salesforce Sales Cloud to support its professional
services division. The Universal Containers sales team wants to easily see customer purchasing
activity on account, contact, and contact detail pages.
What should a consultant recommend to meet this requirement?


A.

Enable Salesforce Console for Sales to see customer purchasing activity.


B.

Create a global publisher action to view all customer purchasing activity.


C.

Enable the Orders object in Salesforce to track customer purchases.


D.

Create a custom object related to the account, contact, and contract objects.





C.
  

Enable the Orders object in Salesforce to track customer purchases.



Universal Containers wants to prevent sales users form modifying certain opportunity fields when
the sales stage has reached Negotiation/Review. However, sales directors must be able to edit these
opportunity fields in case last minute updates are required.
Which solution should a consultant recommend?


A.

Modify the profile for sales directors to enable the “Modify All” object permission for
opportunities.


B.

Change the field-level security for sales representatives to restrict field access based on the sales
stage.


C.

Create a validation rule to enforce field access based on the sales stage and a custom permission.


D.

Create a workflow rule to enable field access for sales directors based on the sales stage.





C.
  

Create a validation rule to enforce field access based on the sales stage and a custom permission.



Universal Containers wants to track the campaigns that influence won opportunities.
Which two actions should a consultant recommend to meet this requirement using standard
functionality? Choose two answers.


A.

Have the administrator specify a timeframe that limits the time a campaign can influence an
opportunity after the campaign first associated date and before the opportunity created date.


B.

Automatically add child campaigns of the primary campaign source if the child campaigns have an
end date that fails before the opportunity close date.


C.

Add campaigns to opportunities when the campaign is related to a contact that is assigned a
contact role on the opportunity prior to the close date.


D.

Have representatives populate a field on the opportunity record with the dollar amount of the





A.
  

Have the administrator specify a timeframe that limits the time a campaign can influence an
opportunity after the campaign first associated date and before the opportunity created date.



C.
  

Add campaigns to opportunities when the campaign is related to a contact that is assigned a
contact role on the opportunity prior to the close date.



Universal Containers wants to capture business sector information on a lead and display the
information on the account and contact once the lead has been converted. How can these
requirements be met?


A.

Create a custom field on the Lead, Account, and Contact objects and configure mapping of these
two field for conversion. Use a trigger to update the Contact field with the Account value.


B.

Create a custom field on the Lead and Account objects. Create a custom formula field on the
Contact object to pull the value from the Account object.


C.

Create a custom field on the Lead and Account objects and configure mapping of these two fields
for conversion. Create a custom formula field on the Contact object to pull value form the Account
object.


D.

Create a custom field on the Lead and Account objects and configure mapping of these two fields
for conversion. Create a custom formula field on the Account object to pull value form the Contact
object.





C.
  

Create a custom field on the Lead and Account objects and configure mapping of these two fields
for conversion. Create a custom formula field on the Contact object to pull value form the Account
object.



A marketing department that runs many concurrent campaigns has specified that the influence
timeframe for a campaign is 60 days. What is the impact on the campaign influence for opportunities
when a contact is associated to an opportunity in a contact role?


A.

Campaigns in which a contact became a member within the last 60 days will be associated and
displayed in Campaigns with Influenced Opportunities Report.


B.

All contacts associated with campaigns will be added to the campaign influence related list.


C.

Sales reps can choose which campaigns created within the last 60 days should be added to the
campaign influence related list.


D.

All campaigns created within the last 60 days will be added to the campaign influence related list.





A.
  

Campaigns in which a contact became a member within the last 60 days will be associated and
displayed in Campaigns with Influenced Opportunities Report.



Universal Containers uses PDF documents to help the Sales Team learn about new Products. Which
feature should a Consultant recommend to store these documents?


A.

File Sync


B.

Salesforce Files


C.

Attachments


D.

File Contact for SharePoint





B.
  

Salesforce Files




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