Salesforce CRT-251 Prepare for your Sales Cloud Consultant Certification Exam Practice Test

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Total 186 questions
Question 1

During end-to-end testing, users report that a key business process is missing a step.

What should a consultant do first to resolve the issue?



Answer : A

When a missing step is identified during testing, the first step is to engage with key stakeholders to assess the impact and determine if modifying the requirements is essential before going live. This approach ensures that all parties understand the implications and can make informed decisions about project scope, timeline, and deliverables. Salesforce best practices recommend verifying requirement changes with stakeholders to avoid misalignment with business goals and expectations.


Question 2

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?



Answer : A

A lead scoring strategy helps prioritize leads based on their likelihood of conversion, allowing sales reps to focus on high-quality leads that are more likely to result in sales. Salesforce provides tools such as Einstein Lead Scoring, which can automate this process using AI to analyze lead attributes and behaviors, giving each lead a score that reflects its quality. This strategy supports sales managers' goals of improving focus and efficiency in handling leads from various sources.


Question 3

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?



Answer : B

When enabling the Contacts to Multiple Accounts feature, Salesforce requires a primary account designation for each Contact. This primary account is typically the one with which the Contact has the closest or most significant relationship. The feature then allows the Contact to be associated with multiple additional accounts without creating duplicate Contact records, maintaining a clear record hierarchy and relationship view.


Question 4

Predefined groups of sales reps work collaboratively on Accounts in the Cloud Kicks (CK) sales model. 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 step should a consultant recommend to allow reps to continue to collaborate while eliminating incorrect edits?



Answer : B

To restrict edits to only those responsible for specific Accounts while still allowing visibility to all, changing the organization-wide defaults to Public Read-Only is recommended. This setting enables all users to view Accounts but restricts editing capabilities. Subsequently, CK can grant additional Read/Write access to specific groups or users through Account Teams or sharing rules based on responsibility.

Salesforce best practices suggest adjusting organization-wide defaults to align with the least privilege principle, which enhances data integrity by limiting access to only what is necessary.


Question 5

Universal Containers (UC) notices a large increase in leads created overnight which exceed the daily limits. Upon examination, the leads appear to

be created by bots. UC uses a standard Web-to-Lead form without safeguards in place to limit spam on forms.

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



Answer : C

The first line of defense against spam bots in Web-to-Lead forms is enabling reCAPTCHA. Salesforce provides a built-in option for reCAPTCHA verification, which helps prevent automated submissions by requiring users to complete a reCAPTCHA challenge before submitting the form. This is a quick and effective solution for reducing spam without the need for custom coding or third-party solutions.


Question 6

Cloud Kicks is utilizing Advanced Currency Management. The sales director submitted a request to display to total amount of all the open opportunities related to the Account page layout.

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



Answer : A

Given that Cloud Kicks uses Advanced Currency Management (ACM):

Limitations with Roll-Up Summary Fields: With ACM enabled, roll-up summary fields cannot aggregate currency amounts over time due to dated exchange rates. This makes roll-up summaries ineffective for this requirement. Reference: Salesforce Help - Advanced Currency Management Considerations

Record-Triggered Flow Solution: A record-triggered flow can calculate the total amount of all open Opportunities related to an Account and update a custom field on the Account record. This flow can handle currency conversions and respect ACM settings. Reference: Salesforce Help - Create a Record-Triggered Flow

Custom Formula Fields Insufficient: A formula field on the Opportunity object cannot perform the necessary aggregation and display it on the Account page layout.

By implementing a record-triggered flow, the consultant ensures accurate total amounts are displayed on the Account, complying with ACM constraints.


Question 7

The Cloud Kicks marketing team purchased a marketing automation tool and is implementing a lead qualification process. The sales director provided key attributes and activity history of the ideal lead.

What should the consultant do to help marketing improve the process?



Answer : B

To enhance the lead qualification process, developing a Lead score and grade in the marketing automation tool is the most effective approach. Here's why:

Automated Qualification: By using lead scoring and grading, the marketing automation tool can evaluate leads based on key attributes and activity history. This helps identify which leads meet the criteria for sales readiness, streamlining the handoff to sales.

Improved Lead Quality: Scoring and grading allow the marketing team to prioritize high-quality leads based on factors that indicate a higher likelihood of conversion, which aligns with the sales director's specifications for an ideal lead.

Salesforce Best Practices: Salesforce recommends using lead scoring and grading to automate and refine the lead qualification process, improving efficiency and alignment between marketing and sales.


In summary, developing the Lead score and grade in the marketing automation tool (Option B) provides an automated method to qualify leads based on specific criteria, improving the overall lead management process.

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Total 186 questions