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Salesforce CRT-251 Exam Sample Questions

Question # 1

Universal Containers does NOT have a direct sales team; its channel partners are responsible for selling and servicing products. Over the past quarter, these has been an increased volume of leads. However, the Vice President of Channels has been receiving many complaints from partners on the poor quality of the leads and has noticed a significant drop in the lead conversion rate. What should a consultant recommend to improve partner satisfaction with the leads being shared?

A. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners.

B. Create multiple validation rules to ensure that all fields on the lead record are populated with data.

C. Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners.

D. Use the lead score on the Find Duplicates button and assign the leads with a score in the high category.

Answer

C. Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners.

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Question # 2

Universal Containers’ management wants to see forecast numbers by all sales representatives and by multiple product groups. Which two actions should a consultant recommend to meet these requirements? (Choose two.)

A. Implement Collaborative Forecasting with product family.

B. Build a custom forecast report showing product groups.

C. Build a forecast list view by product family group.

D. Implement Collaborative Forecasting with quota attainment.

Answer

A.

Implement Collaborative Forecasting with product family.

D.

Implement Collaborative Forecasting with quota attainment.

---

Question # 3

Universal Containers needs to show a dashboard with forecast by product family with quotas. Which solution should a consultant recommend?

A. Build a joined report with closed opportunities, forecasting items, and quotas.

B. Customize quotas with product report, and add necessary fields.

C. Build a custom report type with forecasting quotas and forecasting items.

D. Create an analytic snapshot to capture the opportunity forecast.

Answer

D.

Create an analytic snapshot to capture the opportunity forecast.

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Question # 4

Universal Containers requires its sales representatives to go through an internal certification process to sell certain groups of products. Which two actions prevent a sales representative from adding these products to opportunities if they are NOT certified to sell them? Choose two answers.

A. Use a validation rule on opportunity products to prevent them from adding products marked as required certification if they are NOT certified.

B. Use a validation rule on products marked as requiring certification to prevent them from being added to an opportunity.

C. Use a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified.

D. Use a separate price book for the products requiring certification and only share the price book to users who are certified.

Answer

A.

Use a validation rule on opportunity products to prevent them from adding products marked as
required certification if they are NOT certified.

D.

Use a separate price book for the products requiring certification and only share the price book to
users who are certified.

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Question # 5

Universal Containers has its sales representatives enter a new lead whenever they are prospecting a new customer. After qualifying the new lead, a new opportunity must be created to track the deal. Which three actions should a consultant recommend to enforce data quality and accuracy? (Choose three.)

A. Enable validation rules on the opportunity.

B. Map custom lead fields to corresponding custom opportunity fields.

C. Create an Apex trigger to perform data quality checks.

D. Enable validation rules on the lead.

E. Enable the lead conversion permission.

Answer

B.

Map custom lead fields to corresponding custom opportunity fields.

D.

Enable validation rules on the lead.

E.

Enable the lead conversion permission.

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