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Salesforce CRT-251 Exam Sample Questions

Question # 1

Universal Containers' sales operations team needs to provide visibility on sales pipeline changes on a monthly basis. How should the consultant meet this requirement?

A. Create an Opportunity History report for open pipeline Opportunities in a given date range.

B. Create a custom pipeline date range field and display it on the Forecasting tab.

C. Create a sales pipeline dashboard that includes filters for Opportunity date ranges.

D. Create training an how to use date filters on reports to compare pipeline for different date ranges.

Answer

A. Create an Opportunity History report for open pipeline Opportunities in a given date range.

Explanation:

Creating an Opportunity History report for open pipeline Opportunities in a given date range is the best way to meet the requirement of providing visibility on sales pipeline changes on a monthly basis. An Opportunity History report is a report that shows how opportunities have changed over time based on historical data, such as stage, amount, probability, etc. An open pipeline Opportunity is an opportunity that has not been closed yet and has a positive amount and probability. A date range is a filter that limits the report data to a specific period of time, such as last month, this month, next month, etc. By creating an Opportunity History report for open pipeline Opportunities in a given date range, Universal Containers’ sales operations team can track and compare how the sales pipeline has changed from month to month based on different metrics and dimensions.

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Question # 2

Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met?

A. Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two field for conversion. Use a trigger to update the Contact field with the Account value.

B. Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object.

C. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull value form the Account object.

D. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull value form the Contact object.

Answer

C.

Create a custom field on the Lead and Account objects and configure mapping of these two fields
for conversion. Create a custom formula field on the Contact object to pull value form the Account
object.

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Question # 3

Resellers for Universal Containers need access to reports in the Partner Communities to help manage their opportunities. How should Salesforce be configured to give resellers the correct level of access to reports?

A. Create the appropriate list views and report folders in the Partner Communities for all partner users.

B. Create a new tab in the Partner Communities to display the appropriate list views and report folders.

C. Create a Chatter group that allows partners to post links to appropriate list views and reports.

D. Create the appropriate list views and report folders, and share with all partner users.

Answer

D.

Create the appropriate list views and report folders, and share with all partner users.

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Question # 4

Universal Containers has configured a private sharing model with opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary. As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives. Which data set filter report would allow the sales representatives to see all opportunities they are involved with?

A. My team-selling and my opportunities

B. My team-selling shared opportunities

C. My team’s opportunities

D. My collaborative opportunities

Answer

A. My team-selling and my opportunities

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Question # 5

Universal Containers is moving from a legacy customer relationship management (CRM) system to Salesforce Sales Cloud. What should a consultant recommend to ensure a successful implementation?

A. Review the current system with all levels of users to understand their requirements.

B. Review the current system with executive management to understand their requirements.

C. Review the current system with IT management to understand their requirements.

D. Review the current system and configure Sales Cloud to work in the same way.

Answer

A.

Review the current system with all levels of users to understand their requirements.

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