[Jan-2025 Newly Released] CRT-251 Exam Questions For You To Pass [Q21-Q40]

QUESTION 21
Northern Trail Outfitters allows its sales representative to negotiate up to a 1 discount for their opportunities. Discounts greater than 1 must be sent to their Regional Sales Manager (RSM) for approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval. Which approach would satisfy these requirements?

Create two approval processes one for RSM and one for RVP.

Configure an approval process for the RSM and workflow for the RVP.

Configure a workflow approval task and email to RSM and RVP.

Create two step approval processes for the RSM and RVP as approvers.

QUESTION 22
Cloud Kicks has a complicated sales process and is currently using 12 stages for Opportunities. Sales representatives often have difficulties deciding when to move Opportunities through the various stages. Which solution should the Consultant recommend?

Use Process Builder to send emails to sales representatives when Opportunities reach key stages, providing detailed information on what they need to do move the Opportunities to the next stage(s).

Use Path to provide guidance for key Opportunity stages

Advise sales representatives to post on Chatter so the sales team can collaborate to move Opportunities along the pipeline quickly

Configure a dashboard that shows Opportunities that have not moved stage for 30 days, and provide training to those Opportunities owners.

QUESTION 23
Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC Corporation account is owned by a sales user whose profile grants create, read, edit, and delete access to accounts, contacts, and opportunities.
Which two actions does the owner of the ABC Corporation account have the right to take? (Choose two.)

View, edit, and delete activities owned by other users directly related to the account.

View, edit, and delete related contacts and opportunities owned by other users.

Share the account with other users through manual sharing and account teams.

Transfer ownership of related contacts and opportunities owned by other users.

QUESTION 24
Cloud Kicks wants to sell to both consumers and businesses. The consumer sales team and business sales team will use different Stages.
Which two Salesforce functions will allow the consultant to meet this requirement?
Choose 2 answers

Sales Processes

Pipeline Inspection

Opportunity Splits

Record Types

QUESTION 25
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?

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

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

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

QUESTION 26
Northern Trail Outfitter has created a Complaints custom object related to Accounts. Due to the sensitive nature of these records, the object’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.

QUESTION 27
Cloud Kicks has a custom object, Projects, that has a Lookup relationship to the Opportunity object. How can the Consultant build a report that a report that contains data from both the Project _c and Opportunity objects?

Custom Report Types

Matrix Reports

Dashboards

Cross-object Filters

QUESTION 28
Sales management at Northern Trail Outfitters (NTO) wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers. What solution should a consultant recommend to help product managers engage in sales deals? Choose 2 answers

Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals

Create a chatter group to share product information with sales team, product managers, and customers

Use an assignment rule to notify product managers when opportunities are updated

@mention product managers in chatter posts on relevant sales deals

QUESTION 29
Which data migration sequence should consultant recommend for the objects?

Opportunities, Products, pe Line toe Cases, Leads, Campaigns, Accounts, Contacts:

Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads, Campaigns

Contacts, Accounts, Leads, Campaigns, Opportunities, Products, Product Line Items, Cases.

Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads. Campaigns

QUESTION 30
Universal Containers (UC) has established Sales Ops teams. As part of the sales process, Tasks are used to track all customer interactions. UC wants any available Sales Ops team member to handle these Tasks as soon as possible.
Which Salesforce functionality should the consultant recommend to meet the requirement?

Create Opportunity Teams to manage Tasks.

Leave the Task’s Assigned To held bank

Use workflows to create a Task for each team member.

Assign Tasks to a queue to share work efficiently.

QUESTION 31
To ensure compliance with a platinum Service Level Agreement, cases that remain in the Tier 2 queue for more than four hours must be re-assigned to the Tier 3 queue.
What feature meets this requirement?

Case Comments

Case Escalation Rule

Case Assignment Rule

Auto Response Rule

QUESTION 32
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?

Salesforce Mobile app

SalesforceA App

Custom hybrid App

Salesforce Touch App

QUESTION 33
Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associate records, such as opportunities, contracts, and case, based on team member responsibilities.
Which capability should the consultant recommend?

Opportunity Teams

Role hierarchy

Account Teams

Sharing rules

QUESTION 34
Northern Trail Outfitters (NTO) wants to boost the importance of its sales stages and their role in NTO’s sales methodology; they also want to enhance the precision of their sales forecast.
How should the steps in the sales process be mapped so NTO’s requirements are met?

Map opportunity stages to forecast categories; assign accurate probability to each stage.

Map forecast probability to opportunity probability; assign appropriate sales stage.

Map appropriate sales stage to opportunity stage; assign accurate forecast probability.

Map sales probability values to forecast categories; assign sales stages accurate percentages.

QUESTION 35
Universal Containers wants to divide the revenue of the closed Opportunities between sales reps that worked on the deal. Additionally, on some deals, the sales reps work with technical sales managers and want a way to credit them for their support.
How should the consultant meet this requirement?

Enable Opportunity Teams and ask Opportunity owners to add technical sales managers.

Use adjustments in Collaborative Forecasting to attribute Opportunity revenue to each technical sales manager

Enable Opportunity splits, revenue splits for sales reps, and overlay splits for technical sales managers.

Create 2 formula field on the Opportunity to track revenue attributed to technical sales managers.

QUESTION 36
Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account’s discount field. CK sales reps are located in different regions and use different currencies. A consultant creates a custom formula field on the Opportunity.
Which currency will the custom formula use for its value if the opportunity and account records have different currencies?

Account currency

Corporate currency

Opportunity currency

User currency

QUESTION 37
Cloud Kicks (CK) has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opportunities are being lost.
What is the most efficient way for a consultant to meet this requirement?

Create a Competitors channel in Slack to share insights and stories.

Create a new custom object and automation to track competitors.

Create a new custom field on the Opportunity object.

QUESTION 38
Cloud kick has an external ERP system which stores product order information. Cloud kicks wants to view those orders as a related list on the account record in real time.
What solution should the consultant recommend?

Create custom object product under information in salesforce, run a night scheduler to get details from ERP and add the add the custom object as a related list on the account

Implement salesforce to salesforce connect to get real time product order information and add it as a related list on the account.

Implement salesforce connect and external object to get real time product order information and add it as a related list on the account.

Create a lightning component, and using REST integration, get the real time product order information from ERP.

QUESTION 39
Cloud Kicks needs to implement a group of campaigns that are related to a specific marketing initiative to report on success.
What should a consultant recommend to meet the requirement?

Create a custom Campaign Purpose field.

Use the existing Parent Campaign field.

Create a custom Campaign Group object.

QUESTION 40
Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines.
What should the consultant do?

Create three account teams.

Create three opportunity stages.

Create three sales processes.

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