Salesforce Exam CRT-251 Topic 5 Question 107 Discussion

Actual exam question for Salesforce's CRT-251 exam

Question #: 107
Topic #: 5

The sales department at Cloud Kicks is growing quickly. New sales executives want to prioritize interacting with contacts who make or influence the decision to purchase Sales Cloud.

What should the consultant recommend to document the decision- makers and influencers?

AUpdate Primary Contact on all Opportunities.

BUse Contact Roles on the Opportunity object.

CCreate @ report showing Contacts with executive job titles.

Show Suggested Answer

Suggested Answer: B

To effectively document decision-makers and influencers for sales interactions, using Contact Roles on the Opportunity object is the best approach. Here's why:

Role-Based Identification: Contact Roles allow you to specify the role of each contact in relation to an opportunity, such as Decision Maker, Influencer, or any other relevant role. This directly helps the sales team understand who to engage with based on their influence on the purchasing decision.

Standard Salesforce Feature: Salesforce's Contact Roles functionality on Opportunities is designed to help track relationships between contacts and deals. It allows the assignment of multiple roles, providing flexibility to document various influencers and decision-makers effectively.

Salesforce Best Practices: Salesforce recommends leveraging Contact Roles for this type of tracking because it helps in segmenting contacts based on their impact on the sale. This makes it easier to focus on key individuals and prioritize sales efforts accordingly.

In summary, using Contact Roles on the Opportunity object (Option B) is the recommended method for Cloud Kicks to document and prioritize decision-makers and influencers in the sales process.

by Tesha at Apr 05, 2025, 02:37 PM

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Tammi

1 months ago

This is a no-brainer - Option B all the way. I'm already envisioning the beautiful Opportunity dashboards I can build with all that juicy contact role data.

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Leslee

2 days ago

I agree, it's the best way to document decision-makers and influencers.

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Oretha

13 days ago

Option B all the way. Contact Roles on the Opportunity object is the way to go.

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Claudia

27 days ago

Option B is definitely the way to go. Contact Roles on the Opportunity object will make it easy to track decision-makers and influencers.

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Mica

1 months ago

Option B is the clear winner here. Anything that helps me keep tabs on the power players is a win in my book. Plus, it sounds like a lot less work than creating a custom report.

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Lon

15 days ago

Creating a report showing Contacts with executive job titles could be time-consuming.

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Merrilee

16 days ago

Updating the Primary Contact on all Opportunities seems like too much manual work.

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Larue

27 days ago

It definitely makes it easier to track decision-makers and influencers.

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Dustin

28 days ago

I agree, using Contact Roles on the Opportunity object is the way to go.

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Chara

1 months ago

I prefer creating a report showing Contacts with executive job titles. It will give us a clear picture of who to prioritize.

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Elsa

1 months ago

I'd go with Option B. It's important to have a clear view of who's involved in the purchase decision, and Contact Roles makes that easy to see.

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Almeta

19 days ago

I agree, Contact Roles on the Opportunity object is the best way to document decision-makers and influencers.

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Jesusita

22 days ago

Option B is definitely the way to go. It helps keep track of who's involved in the decision-making process.

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Scarlet

2 months ago

Definitely Option B. Keeping track of the different roles people play in the sales process is crucial for understanding the key stakeholders.

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Elroy

2 months ago

Option B seems like the way to go. Tracking contact roles on the Opportunity is the best way to document decision-makers and influencers.

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Teri

I agree, it's important to have a clear understanding of who the decision-makers and influencers are.

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Cassi

23 hours ago

B) Use Contact Roles on the Opportunity object.

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Celia

5 days ago

That's a great idea! It will definitely help the sales executives prioritize their interactions.

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Kaitlyn

8 days ago

B) Use Contact Roles on the Opportunity object.

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Mose

23 days ago

I think using Contact Roles is more efficient in this case.

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Artie

24 days ago

A) Update Primary Contact on all Opportunities.

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Lashawn

25 days ago

That's a good point. It will definitely help keep track of decision-makers and influencers.

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Dan

1 months ago

B) Use Contact Roles on the Opportunity object.

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Stephanie

2 months ago

I agree with Gladis. It will help us track decision-makers and influencers easily.

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Gladis

2 months ago

I think we should use Contact Roles on the Opportunity object.

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