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

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Total 186 questions
Question 1

The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks. The sales team needs to create

and edit leads, contacts, and opportunities with ease.

Which feature should the consultant recommend the sales team use?



Answer : A

Smart Actions streamline data entry and common tasks in the Salesforce mobile app, allowing users to quickly create and edit records such as leads, contacts, and opportunities. These actions provide a simplified and intuitive interface tailored for mobile use, enhancing productivity and usability for the sales team. By utilizing Smart Actions, Cloud Kicks' sales team can efficiently manage their tasks on the go without needing to navigate complex forms or screens.


Question 2

Cloud Kicks rolled out Sales Cloud recently. The VP of sales wants to display a view of internal and external data on the lifetime spend for each

account on the Salesforce account detail page.

Which option should a consultant recommend to meet this requirement?



Answer : A

Salesforce Data Pipelines can aggregate, transform, and load data from various internal and external sources into Salesforce. To display lifetime spend data on the Account detail page, Data Pipelines can be used to gather and visualize this data directly within the Salesforce interface. This option is particularly effective for integrating diverse data sources and presenting comprehensive insights on each Account.


Question 3

Cloud Kicks has organization-wide defaults set to Private for Account.

With the rollout of Opportunity Teams, what should a consultant consider?



Answer : C

With Opportunity Teams, Salesforce provides implicit sharing of related records. When an Opportunity is shared with a team, members gain Read access to the associated Account, even if the Account is set to Private in organization-wide defaults. This implicit sharing allows team members to have the necessary context on the Account without changing broader Account access permissions.


Question 4

Cloud Kicks (CK) has requested a Statement of Work (SOW) that clearly details who will train users on new features and how the training will be delivered.

Which section of a SOW should the consultant discuss with CK to meet the requirement?



Answer : A

The Scope section of the Statement of Work (SOW) typically includes details on the services and deliverables provided, which would encompass user training on new features and the method of delivery. The consultant should discuss this section with Cloud Kicks to clarify responsibilities and expectations related to user training, ensuring that the SOW addresses CK's requirements for effective user adoption and training outcomes.


Question 5

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?



Answer : C

To ensure data quality, only qualified prospects should be migrated from the marketing application to Salesforce as lead records. This approach reduces clutter and ensures that only leads with a higher potential for conversion are brought into Sales Cloud, aligning with Salesforce best practices for lead management. Qualified prospects typically meet predefined criteria that make them more likely to convert, thereby supporting sales efficiency and data integrity.


Question 6

Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has closed 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 action can forecast managers perform?



Answer : A

When using Collaborative Forecasts with Territory Management in Salesforce, forecast managers play a crucial role:

Forecast Managers: Assigned to territories, they are responsible for managing and submitting forecasts for their territories. They can view, adjust, and share forecasts within their organization.

Sharing Forecasts: Forecast managers can share their forecasts with any Sales Cloud user who has the necessary permissions. This promotes collaboration and transparency across different territories and teams. Reference: Salesforce Help - Share Forecasts

Adding Territory Forecasts: Only administrators can add territories to the territory hierarchy or set up territory forecasts. Forecast managers do not have the capability to add territory forecasts to the hierarchy.

Forecasts Tab: While users can customize their own tabs, adding a Forecasts tab to the Sales app is typically an administrative task and not specific to forecast managers.

Therefore, the action that forecast managers can perform is sharing the forecast with any Sales Cloud user.


Question 7

When emails sync by Einstein Activity Capture, how are the emails matched to Sales Cloud records?



Answer : A

With Einstein Activity Capture, emails are matched to Sales Cloud records based on the standard Email field. Here's why:

Matching Logic: Einstein Activity Capture uses the email address in the standard Email field of Lead or Contact records to automatically associate emails with corresponding records. This ensures that communications are correctly linked to relevant Sales Cloud data.

Standard Field Matching: By matching on the standard Email field, Salesforce ensures consistency and accuracy in associating emails with Lead and Contact records, facilitating better tracking and visibility into customer interactions.

Salesforce Best Practices: Salesforce's documentation specifies that Einstein Activity Capture uses the standard Email field for matching, which allows for reliable and consistent syncing of email interactions.


In summary, matching is based on the standard Email field (Option A) for associating emails with Sales Cloud records when using Einstein Activity Capture.

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Total 186 questions