13 May, 2024

Up To The Immediate Present Salesforce Certified Sales Cloud Consultant (SU18) CRT-251 Dumps Questions

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Total 65 questions Full Exam Access

Question 1

Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle.
Which solution should a consultant recommend to meet these business requirements?

Create different record types and sales processes for each line of business, and assign different stages to each page layout.

Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.

Create different record types and sales processes for each line of business, and assign different page layouts to each record type.

Create different record types and sales processes for each line of business, and assign different sales processes to each page layout.

Question 2

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?

My team-selling and my opportunities

My team-selling shared opportunities

My team’s opportunities

My collaborative opportunities

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?

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

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

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

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

Question 4

The sales management team of Universal Containers has noticed that opportunities are taking longer to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. Which two reporting tools can the sales management team leverage to help determine the cause? Choose two answers.

Report on campaign return on investment (ROI)

Report on the discount approval time for quotes

Dashboard of month-over-month trend of lead conversions

Dashboard of opportunity stage duration

Question 5

What are two capabilities of Data Loader? Choose two answers.

Ability to extract organization and configuration data.

Ability to prevent importing duplicate records.

Ability to export field history data

Ability to run one-time or scheduled data loads

Question 6

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?

Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two field for conversio

Use a trigger to update the Contact field with the Account value.

Create a custom field on the Lead and Account object

Create a custom formula field on the Contact object to pull the value from the Account object.

Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversio

Create a custom formula field on the Contact object to pull value form the Account object.

Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversio

Create a custom formula field on the Account object to pull value form the Contact object.

Question 7

Universal Containers forecasts and closes business monthly, and it needs to store details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month. What should a consultant recommend to meet this requirement?

Schedule a custom forecast report to run weekly and store the results in a custom report folder.

Create a reporting snapshot to run daily and store the results in a custom object.

Create a reporting snapshot to run weekly and store the results in a custom object.

Schedule a custom forecast report to run daily and store the results in a custom report folder.

Question 8

The sales representatives at Universal Containers use various email applications and often receive important customer emails where they are away from the office. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office.
Which solution should a consultant recommend to meet this requirement?

Download and install a Salesforce universal connector for their smartphones and computers.

Download and install the Salesforce for Outlook connector on their smartphones and computers.

Forward emails using their Email-to-Salesforce email address from their smartphones and computers.

Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.

Question 9

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.)

Implement Collaborative Forecasting with product family.

Build a custom forecast report showing product groups.

Build a forecast list view by product family group.

Implement Collaborative Forecasting with quota attainment.

Question 10

Universal Containers wants to track the campaigns that influence won opportunities.
Which two actions should a consultant recommend to meet this requirement using standard functionality? Choose two answers.

Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.

Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that fails before the opportunity close date.

Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.

Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.

Question 11

Universal Containers wants to improve the accuracy of its current sales forecast. It also wants to improve the relevance of its sales stages and the role they play in the sales process.
How should the relationship between the various elements of the sales process be defined to meet these requirements?

Map sales probability values to forecast categories; assign sales stages accurate percentages.

Map forecast probability to opportunity probability; assign appropriate sales stage.

Map appropriate sales stage to opportunity stage; assign accurate forecast probability.

Map opportunity stages to forecast categories; assign accurate probability to each stage.

Question 12

Which two actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? (Choose two.)

Create scheduled dashboard to be sent weekly to all stakeholders.

Ensure the project key performance indicators are profitable.

Acquire the client stakeholder’s key performance indicators.

Establish a stakeholder committee and meeting schedule.

Question 13

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.)

Enable validation rules on the opportunity.

Map custom lead fields to corresponding custom opportunity fields.

Create an Apex trigger to perform data quality checks.

Enable validation rules on the lead.

Enable the lead conversion permission.

Question 14

Universal Containers sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant product’s sales process.
Which two solutions should a consultant recommend to meet these requirements? Choose two answers.

Configure opportunity record types for each sales process.

Create sales stages that align with opportunity record types.

Define sales processes to map to each opportunity record type.

Define the default opportunity teams for each opportunity record type.

Question 15

Universal Containers acquires sales leads each year through trade shows. Occasionally, duplicate leads are generated when the marketing team imports leads that already exist in the system. What should a consultant recommend to prevent duplicate leads in the system?

Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported.

Upload the leads and click the “Find Duplicates” button for each of the leads to identify potential duplicate lead records.

Upload the leads using Data Loader and enable the “Find Duplicates” setting to prevent duplicate records.

Upload the leads using Data Import Wizard and select the appropriate field to match duplicates against existing records.

Question 16

Universal Containers has set up a sales process that requires opportunities to have associated product line items before moving to the negotiation stage.
Which two solutions should a consultant recommend to meet this requirement? Choose two answers.

Configure a validation rule that tests the Has Line Item and Stage fields for the correct condition.

Configure the opportunity record types to enforce product line item entry before selecting the negotiation stage.

Ensure that all sales representatives have access to at least one PriceBook when creating product lines.

Define a workflow rule that automatically defaults to a PriceBook and product line item when selecting the negotiation stage.

Question 17

A marketing department that runs many concurrent campaigns has specified that the influence timeframe for a campaign is 60 days. What is the impact on the campaign influence for opportunities when a contact is associated to an opportunity in a contact role?

Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report.

All contacts associated with campaigns will be added to the campaign influence related list.

Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.

All campaigns created within the last 60 days will be added to the campaign influence related list.

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Total 65 questions Full Exam Access