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Salesforce CRT-251 Exam Questions
- Topic 1: Introduction and Overview: This section of the exam measures the skills of Salesforce Cloud Consultants and covers the foundational aspects of Salesforce implementation. It includes conducting introductions, reviewing exam objectives, and following the Sales Cloud Fast Path. Candidates will discuss implementation strategies and understand the value of business analysis in the Salesforce ecosystem. A key skill measured is the ability to align Salesforce implementation with business objectives.
- Topic 2: Account and Contact Management: This domain assesses the competencies of Salesforce Account Managers and focuses on the core elements of customer relationship management in Salesforce. It covers the description of accounts and contacts, the definition of enterprise territory management, and the determination of account access.
- Topic 3: Campaign and Lead Management: Sales Cloud Consultants are the target audience for this section, which examines campaign influence, the campaign lifecycle, and lead conversion processes. It also covers assessing lead data quality and reporting on leads.
- Topic 4: Opportunity Management: This domain evaluates the proficiency of Salesforce Consultants in managing sales opportunities within Salesforce. It includes following custom paths, planning product schedules, and organizing products, price books, and quotes.
- Topic 5: Forecasting: In this section, Sales Analysts are the focus and it covers generating collaborative forecasts and conducting historical trend reporting. It also includes building custom report types, designing reporting snapshots, and analyzing project success.
- Topic 6: Sales Productivity: This domain assesses the skills of Salesforce Account managers in leveraging Salesforce features to enhance productivity. It covers integration with Outlook and Gmail, navigation of the Lightning Sales Console, and familiarity with Salesforce Mobile.
- Topic 7: Integration and Data Management: This section measures the competencies of Salesforce Administrators in managing data and integrations within the platform. It covers data migration steps and tools, handling large data volumes, and determining integration options. Candidates will also be assessed on their ability to capture external IDs, harness skinny tables, and improve report performance.
Free Salesforce CRT-251 Exam Actual Questions
Note: Premium Questions for CRT-251 were last updated On 31-07-2025 (see below)
Cloud Kicks acquired a company. The VP of technology wants to migrate all the sales data into Sales Cloud.
Which data migration sequence should the consultant recommend for the objects?
Cloud Kicks wants to implement a methodology to determine which current leads have the most in common with leads that have successfully been converted in the past.
How should the consultant meet this requirement?
When addressing challenges within Cloud Kicks' Sales Cloud project, which approach should a consultant prioritize to extend declarative development effectively?
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?
In Salesforce, when a custom formula field is created on an Opportunity, the formula uses the Opportunity's currency for calculations. This is particularly important in organizations using multiple currencies, as it ensures that calculations remain consistent with the record on which the formula is defined. Therefore, the formula field will display the value in the Opportunity's currency, regardless of the Account's currency.
Salesforce Documentation Reference:
Multi-Currency and Formula Fields
Formula Fields and Currency Considerations
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?
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.
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