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CRT-251 Salesforce Certified Sales Cloud Consultant (SP23) Questions and Answers

Questions 4

Cloud Kicks (OC) sells Formal and Athletic footwear hoes. CK is using Product Families on Products to associate each product to its corresponding line. CK currently forecasts an Expected Revenue amount that combines all products together.

A consultant is assessing how CK can divide its forecasts by footwear line.

Which solution should the consultant recommend to improve CK's forecasts?

Options:

A.

Configure a new Forecast Type on Opportunity Product grouped by Product Family.

B.

Configure a new Forecast Type on Opportunity grouped by Product Family.

C.

Use Flow to populate custom Formal and Athletic currency totals, then forecast by these Fields.

D.

Make separate stages and sales processes for each Product Family.

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Questions 5

Cloud Kicks (CK) has a private Opportunity sharing model and leverages Opportunity teams to extend sharing. Occasionally, a team member's access needs to be removed due to

changes in sales structure.

How can CK revoke Opportunity team access on an ad-hoc basis?

Options:

A.

REVISE

B.

REVISEC. Remove the user's Opportunity team member.

C.

Remove the Opportunity team related list from page layouts.

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Questions 6

Cloud Kicks (CK) uses a sales model where pre-defined groups of reps work collaboratively on Accounts. 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 two steps should a consultant recommend allowing reps to continue to collaborate while eliminating incorrect edits?

Choose 2 answers

Options:

A.

Change Account organization-wide defaults to Private.

B.

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

C.

Create an Account sharing rule to grant Read/Write access to all Accounts

D.

Enable Account Teams to allow opines to grant Read/Write access.

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Questions 7

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

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

Options:

A.

The Opportunity will be implicitly Write for the team,

B.

Opportunity should be set to Public Read/Write first.

C.

Account should be set to Public Read first.

D.

The Opportunity's Account will be implicitly Read for the team.

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Questions 8

Cloud Kicks (CK) maintains products and price books on an external platform due to the high frequency of pricing changes to products. CK has a B2B license. Sales managers want to monitor pipeline by sales rep and territory, report on team revenue to goal, and view order status «n Salesforce.

What are two actions the consultant should take to meet the requirements?

Choose 2 answers

Options:

A.

Enable Optional Price Books for Orders.

B.

Implement Opportunity Teams and Opportunity Splits

C.

Use opportunities and enable Forecasts

D.

Import products and price books from the external platform.

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Questions 9

The admin at Universal Containers is attempting to retire a Product, but they are receiving an error because the Product is associated to an Opportunity.

What should the consultant recommend to resolve the issue most efficiently'

Options:

A.

Remove the related Product from all Opportunities and Quotes.

B.

Archive the Product or Price Book and each related Price Book entry.

C.

Edit the Product record and uncheck the Active field.

D.

Create a Flow to automatically delete the Product from the Price Book.

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Questions 10

Cloud Kicks (CK) recently finished a redeployment of is Lightning pages. CK users report that Lightning pages are loading slowly CK management wants to consider the impact this has on adoption.

Which two toots should the consultant recommend that CK use to evaluate lightning pages?

Choose 2 answers

Options:

A.

Guidance for App Butter

B.

Lightning usage App

C.

Performance Analysis for App Builder

D.

Real-Time Event Monitoring

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Questions 11

Sales operations managers are reporting a higher number of Activities than is accurate for their teams When viewing reports, managers see Activities related to Opportunities and Accounts only for their team. However, Activity records related to Campaigns appear m all of the reports, regardless of which sales team should get credit for them. Enterprise Territory Management and role hierarchies are used.

Why are Campaign Activities for all teams visible m reports viewed by sales operations managers?

Options:

A.

The sales operations managers are given Read access to the Campaign object m their profile.

B.

Apex managed sharing is used to control the visibility of Activities related to Accounts.

C.

The Organization-wide Default for Campaigns is set to Public Read-Only.

D.

The Organization-Wide Default for Accounts is set to Private.

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Questions 12

A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering use cases for Sales Processes.

Which two groups should provide content for the use cases?

Choose 2 answers

Options:

A.

Sales reps

B.

Finance team

C.

Sales operations

D.

Executives

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Questions 13

A sales manager at Cloud Kicks wants the sales team to stay informed about the team's progress in Quip. Which approach should a consultant recommend?

Options:

A.

Use Salesforce Chatter groups and enable access to the sales team.

B.

Utilize Salesforce Notes standalone related list in Lightning Experience.

C.

Connect a document or spreadsheet to a Slack channel.

D.

Use Salesforce Chatter groups and restrict access to the sales team.

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Questions 14

Universal Containers is migrating data from a legacy system into Salesforce.

Which two considerations should a consultant take into account when importing Campaign Members?

Choose 2 answers

Options:

A.

Leads, Contacts, and Business Accounts can be Campaign Members.

B.

The Marketing User feature license must be assigned.

C.

The Campaign ID is required in the import file.

D.

The Status of the Campaign Member is optional.

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Questions 15

During the Deploy phase at Cloud Kicks, users are finding it difficult to use a new system, which is adoption.

How should the consultant avoid this issue in the future?

Options:

A.

Design a solution during the Build phase.

B.

Conduct a Beta review during the Validate phase.

C.

Gain buy-in during the Analyze phase.

D.

Develop test scripts during the Plan phase.

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Questions 16

The Cloud Kicks team has made a correction in a sandbox environment that needs to be deployed to production as soon as possible. The sandbox and production environments are on two different versions of Salesforce. The fix requires functionality in the sandbox version.

Which action should the consultant recommend?

Options:

A.

Deploy from version control before the Salesforce Platform upgrade window.

B.

Deploy changes from the sandbox to production this weekend.

C.

Deploy the changes from the sandbox to production once both environments are on the same version.

D.

Deploy the changes from me sandbox to production concurrently with the Salesforce Platform upgrade.

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Questions 17

Universal Containers compensates its sales team based on their achievement of the company's sales revenue goals. The sates ops team needs to track the sales reps' performance against these goals.

How should the consultant meet the requirement?

Options:

A.

Construct Opportunity Reports with custom formulas to show attainment.

B.

Build automation to aggregate and report on revenue attainment from the User object.

C.

Configure custom objects and use automation to calculate and stone attainment.

D.

Configure sales quotas and compare quota attainment on the forecast.

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Questions 18

Cloud Kicks is preparing to deploy its configurations. The chosen release date is during

a Salesforce Release window. The current configuration is in Non-Preview Sandbox.

Which two strategies should a consultant recommend?

Choose 2 answers

Options:

A.

Deploy after the Salesforce Release.

B.

Test new configurations in a preview sandbox

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Questions 19

A consultant has completed the Build and Validate phases of a Sales Cloud implementation at Cloud Kicks.

Which step should the consultant complete next?

Options:

A.

Upgrade to the latest Salesforce Release.

B.

Sign off on the statement of work.

C.

Deliver training.

D.

Complete a post-mortem.

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Questions 20

Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly installments beginning in the month the products are sold. The admin needs to configure Sales Good to accommodate the new pricing term and to help the finance department forecast easily.

What should the consultant recommend to meet the requirement?

Options:

A.

Use Revenue Schedules to capture installment payment plan details for each Product.

B.

Add a custom field to the Quotes object to capture the number of installments,

C.

Set the default quantities to 12, 24, and 36 in a new Price Book for installment sales.

D.

Create a Process Builder to create an Order for each installment payment.

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Questions 21

Cloud Kicks (CK) sells online subscriptions for its leading Shoe of the Month club.

Customers can make a single payment or pay weekly, monthly, or quarterly. CK wants to use

Opportunities to track and report on these subscription deals.

What should a consultant recommend to meet this requirement?

Options:

A.

Enable schedules on the Product object.

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Questions 22

Cloud Kicks is in the process of implementing Salesforce for its sales teams. Senior management has concerns about adoption.

What should a consultant recommend to encourage adoption?

Options:

A.

Establish goals and key metrics.

B.

Give users access to a Sandbox environment.

C.

Define the sales process.

D.

Plan a first release with minimum features

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Questions 23

Cloud Kicks wants to enable representatives to view the individual team member's split percentage, where the split percentage is less than 100% of the revenue amount.

Which attribution method should the consultant recommend?

Options:

A.

Opportunity Percent field

B.

Opportunity Overlay Split

C.

Opportunity Currency field

D.

Opportunity Revenue Split

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Questions 24

Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.

Which two recommendations should the consultant make?

Choose 2 answers

Options:

A.

Include the Forecast Manager field on the Territory page layout.

B.

Include the Forecast Manager field on the Opportunity page layout.

C.

Assign a forecast-enabled forecast manager to each territory.

D.

Assign a role for each manager in the user role hierarchy.

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Questions 25

Sales managers at Cloud Kicks need to visualize all open opportunities based on the location of the related Account.

Which solution should a consultant recommend?

Options:

A.

Using Tableau CRM, import a data lens with the State and City for all opportunities.

B.

Enable Location Services and add the Account Address field to the Opportunity page layout.

C.

Create a dashboard that uses a report grouping opportunities by Account.

D.

Using Salesforce Maps, configure a Data Layer showing open opportunities.

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Questions 26

Access to opportunities at Cloud kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.

What are two actions a consultant can take to meet the requirement? Choose 2 answers

Options:

A.

Set opportunity access on the role to View All opportunities associated with their accounts.

B.

Set organization-wide defaults for opportunities to Private.

C.

Set Territory Management to grant Read access to opportunities owned by others.

D.

Set organization-wide defaults for opportunities to Public Read-Only.

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Questions 27

The Universal Containers sales team wants to easily show Account relationships to its sales reps and report on these relationship.

Which two considerations should the consultant take into account?

Choose 2 answers

Options:

A.

Account relationships are visible from Person Account records.

B.

A Person Account can be either a parent or child in the Account Hierarchy.

C.

Account Hierarchy displays only the Amounts users have Read permission to view.

D.

Accounts can be organized into different divisions based on specific criteria.

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Questions 28

The Cloud Kicks team needs to quickly look up contacts, accounts, and opportunities and easily log calls from their mobile phones. Due to limited coverage in certain geographic areas, the team wants access to customer information while out of the office and when they are without an internet connection.

Which two steps should the consultant recommend?

Choose 2 answers

Options:

A.

Enable Salesforce Inbox.

B.

Enable caching and Offline Edit.

C.

Enable Mobile SDK.

D.

Download the Salesforce mobile app.

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Questions 29

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?

Options:

A.

Create a custom Campaign Purpose field.

B.

Create a custom Campaign Group object.

C.

Use the existing Parent Campaign field.

D.

Use a Marketing dashboard from the AppExchange.

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Exam Code: CRT-251
Exam Name: Salesforce Certified Sales Cloud Consultant (SP23)
Last Update: Apr 29, 2024
Questions: 234
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