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Salesforce CRT-251 Exam Sample Questions

Question # 1

The members of an opportunity team at Universal Containers are working together to close an opportunity. The sales engineer on the team is having trouble keeping up with the active quote. How can the sales engineer identify the opportunity’s active quote?

A. Reference the last modified date on the quotes.

B. Reference the synced quote field on the opportunity record.

C. Reference synced quote history on the opportunity.

D. Follow the opportunities’ quotes in Chatter.

Answer

B.

Reference the synced quote field on the opportunity record.

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Question # 2

Universal Containers wants to associate some contacts with more than one account (e.g., a contact in an employee of one account and on the boards of several other accounts). Which solution should a consultant recommend to meet this requirement?

A. Enable contacts to multiple accounts feature.

B. Clone the contact record and add it to the second account.

C. Add the contact to the partners related list on the second account.

D. Associate the contact to other accounts using a custom lookup field

Answer

C.

Add the contact to the partners related list on the second account.

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Question # 3

Universal Containers has a customer base of over 15,000 Accounts and 60,000 Contacts. The marketing manager wants to use the customer data for an upcoming new product launch but is concerned contacts may have moved to different companies. What should a consultant recommend to ensure customer data is accurate?

A. Use a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts.

B. Create a workflow rule for an account and contact owner to confirm contact data.

C. Create a workflow rule to mass email the contacts and capture any email bounces.

D. Use a data enrichment tool to verify account and contact data is up-to-date.

Answer

A.

Use a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts.

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Question # 4

A premier customer for Universal Containers needs access to confidential product roadmap information. Which two steps should a sales representative take to securely send this information using content delivery? Choose two answers.

A. Remove access to content after a specified date.

B. Require the customer to enter a password to view the content.

C. Require the customer to enter a security token to download the content.

D. Require the recipient to log into Salesforce to access the content.

Answer

A.

Remove access to content after a specified date.

B.

Require the customer to enter a password to view the content.

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Question # 5

The marketing department at Universal Containers is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its communication materials can be migrated as well. What should a consultant recommend to migrate the marketing department’s email templates?

A. Enable Email-to-Close and use the Import Wizard.

B. Create an email template change set or use the Lighting Platform.

C. Manually recreate the email and mail merge templates in Salesforce.

D. Enable Email to Salesforce before sending email templates to Salesforce.

Answer

C.

Manually recreate the email and mail merge templates in Salesforce.

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