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Salesforce CRT-251 Exam Questions
- Topic 1: Explain The Factors That Influence Sales Metrics, Kpis And Business Challenges/ Explain Common Sales Processes And Key Considerations
- Topic 2: Given A Scenario, Determine How To Facilitate A Successful Consulting Engagement (Plan, Gather Requirements, Design, Build, Test, And Document)
- Topic 3: Given A Scenario, Determine Appropriate Sales Deployment Considerations/ Given A Scenario, Measure The Success Of A Sales Cloud Implementation Project
- Topic 4: Given A Set Of Requirements, Design An End-To-End Sales Process From Lead To Opportunity To Quote To Close To Order
- Topic 5: Given A Scenario, Analyze Customer Requirements To Determine An Appropriate Solution Design Considering Capabilities, Limitations, And Design Trade-Offs
- Topic 6: Given A Scenario, Identify An Appropriate Approach When Designing The Lead Conversion Process/ Describe The Implementation Considerations When Designing A Sales Process
- Topic 7: Given A Scenario, Determine When It Is Appropriate To Include Custom Application Development Or A Third-Party Application
- Topic 8: Describe The Appropriate Uses Cases For Account And Opportunity Teams And The Effect On Sales Roles, Visibility, Access, And Reporting
- Topic 9: Explain The Capabilities And Use Cases For Enterprise Territory Management/ Explain The Capabilities, Use Cases And Design Considerations When Implementing Orders
- Topic 10: Explain The Capabilities, Use Cases And Design Considerations Of Salesforce Mobile Applications Pertinent To The Sales Process
- Topic 11: Explain How Marketing Capabilities Support The Sales Process/ Given A Scenario, Recommend Appropriate Methods For Lead Scoring And Criteria For Lead Qualification
- Topic 12: Explain The Best Practices For Managing Lead Data Quality/ Identify Use Cases And Design Considerations For Social Accounts And Contacts
- Topic 13: Explain How The Ownership Of Account And Contact Records Drive Visibility Of Related Sales Information Such As Opportunities, Activities, Etc
- Topic 14: Explain The Various Methods For Establishing Relationships Between Accounts And Contacts/ Explain The Impact Of Having An Account Hierarchy/ Explain The Use Cases And Implications For Implementing Person Accounts
- Topic 15: Explain The Methods For Populating And Maintaining Account And Contact Data Using Data Enrichment Tools/ Given A Set Of Requirements, Determine How To Support Different Sales Process Scenarios
- Topic 16: Given A Scenario, Determine The Relationships Between Sales Stages, Forecast And Pipeline
- Topic 17: Describe The Relationships Between Opportunities To Assets, Product Line Items And Schedules, Price Books, Quotes, Contracts, Campaigns, Etc
- Topic 18: Given A Set Of Requirements, Determine The Appropriate Forecasting Solution/ Describe The Impact Of Multi-Currency On Opportunities
- Topic 19: Given A Scenario, Determine The Key Features That Help To Enable And Measure Sales Productivity And Adoption/ Identify Use Cases And Considerations For Using Email And Productivity Tools
- Topic 20: Given A Scenario, Identify The Appropriate Mobile Solution To Improve Sales Productivity/ Explain The Use Cases And Best Practices For Using Content Vs. Salesforce Files In The Sales Process
- Topic 21: Explain The Use Cases For Communities And Sites In The Sales Process/ Identify The Impact Of Enabling Communities
- Topic 22: Given A Set Of Desired Metrics, Determine The Appropriate Report, Dashboard Or Reporting Snapshot Solution
- Topic 23: Describe The Implementation Considerations Of Multi-Currency On Reports And Dashboards/ Explain The Use Cases And Considerations For Integrations Common To Sales Cloud Implementations
- Topic 24: Explain The Use Cases And Considerations For Data Migration In Sales Cloud/ Given A Scenario, Analyze The Implications And Design Considerations Of Large Data And Transaction Volumes
- Topic 25:
Free Salesforce CRT-251 Exam Actual Questions
Note: Premium Questions for CRT-251 were last updated On Oct. 14, 2024 (see below)
Cloud Kicks (CK) has organization-wide defaults set to Public Read-Only for Opportunity. One of the Account Team roles at CK Is Executive Sponsor. Account Team members with the Executive Sponsor rote need Read/Write access to all child Opportunities.
How should the consultant meet the requirement?
To meet the requirement of granting Read/Write access to child Opportunities for Account Team members with the Executive Sponsor role, an Opportunity sharing rule should be created. Sharing rules in Salesforce allow you to automatically extend access to users based on their roles or other criteria. In this case, the sharing rule would be configured to provide Read/Write access to Opportunities for those in the Executive Sponsor role on the Account Team.
Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas.
Which solution should a consultant recommend?
To show reports and dashboards with Opportunity Forecast by Product family with team Quotas, creating a custom report type that includes Forecasting Quotas and Forecasting Items is the recommended solution. This custom report type allows sales managers to generate detailed reports that combine information about forecasted opportunities and the quotas set for the team, providing a comprehensive view of performance by product family.
Annual sales numbers change depending on renewal periods and new products. Sales managers at Universal Containers (UC) want to emphasize the importance of customer retention when prioritizing the pipeline and customer engagement for the sales team.
Which metric should the consultant recommend to help UC emphasize the importance of customer retention to the overall business strategy?
Customer Lifetime Value (CLV) is a key metric that helps organizations understand the long-term value of a customer relationship. It emphasizes the importance of customer retention by measuring the total revenue a business can reasonably expect from a single customer account throughout the business relationship. For Universal Containers, focusing on CLV will help sales managers prioritize customer engagement and retention strategies, highlighting the ongoing value of maintaining strong customer relationships over simply acquiring new customers.
The Sales Cloud implementation at Cloud Kicks (CK) is now live. End user training is complete. IT stakeholders have signed off on the technical aspects of the project. The CK admin continues to call the consultant with questions about the sales process.
What should the consultant do?
A knowledge transfer is essential to ensure that the Cloud Kicks admin is fully equipped to manage the Sales Cloud implementation post-go-live. This process involves detailed discussions, documentation, and training sessions to cover any gaps in understanding and to ensure the admin can handle day-to-day operations and troubleshoot issues. It also fosters independence and confidence in managing the system.
Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them.
Which functionality should the consultant recommend?
The Split View option in Salesforce allows users to see a list of records on the left side of the screen while viewing the details of a selected record on the right side. This functionality minimizes navigation and clicks, enabling sales reps to efficiently cycle through their current opportunities and view all the details they need. It is designed to enhance productivity by providing quick access to information.
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