Salesforce CRT-251 Exam Practice Test Instant Access

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?

AWork with key stakeholders to determine if a change to the requirements is necessary to go-live,

BRevise the test scripts and ask users to repeat the testing.

CChange the solution to meet the needs of the users and update the training materials.

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

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?

ACreate a junction object to link Accounts and Contacts.

BDesignate a default account as the Contact's primary account.

CAdd account relationships from the Contact record.

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 3

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?

ACreate an Account sharing rule to grant Read/Write access to all accounts.

BChange Account organization-wide defaults to Public/Read-Only.

CChange Account organization-wide defaults to Private.

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 4

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?

AUse a custom Web-to-Lead alternative with built-in protection.

BUse an AppExchange package with custom Web-to-Lead handling.

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

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 5

Cloud Kicks (CK) recently implemented Einstein Opportunity Scoring in its production org. CK is using the Amount field in its Opportunity Scoring model.

What will a user without access to the Amount field on the Opportunity object observe?

AThe Amount field will display an error in the contributing factors section.

BThe Opportunity Score field and the Amount field will be hidden for that user.

CThe Amount field will be hidden from the contributing factors section.

Answer : C

In Einstein Opportunity Scoring, if a user lacks access to a field (such as the Amount field) that is used as a contributing factor, that field is omitted from the scoring details that the user sees. Salesforce respects field-level security settings, so users without permission to view certain fields will not see those fields in the contributing factors section. Instead, the scoring model will still display, but without the restricted fields in the breakdown of contributing factors.

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?

AShare the forecast with any Sales Cloud user.

BAdd territory forecast to the hierarchy.

CAdd a Forecasts tab to the Sales app.

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?

AMatching Is based on the standard Email field.

BMatching is based on any Email field.

CMatching is based on Full Name and standard Email field.

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.

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