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CRT-251 Salesforce Certified Sales Cloud Consultant (SP23) Question and Answers

Question # 4

Universal Containers is analyzing data to identify gaps, and wants to know which Accounts with ...opportunities are missing Contacts.

Which feature should a consultant recommend to build this report?

A.

Custom report type

B.

Joined report

C.

Cross filter

D.

Custom filter

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Question # 5

Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data.

What are two justifications for using third-party data enrichment tools?

Choose 2 answers

A.

To survey customers to update their data

B.

To enhance prospect data signaling intent to purchase

C.

To find new prospects who match the selling segment

D.

To create customer segments with personas and scoring

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Question # 6

Universal Containers is migrating data from a legacy system into Salesforce.

Which two considerations should a consultant take into account when importing Campaign Members?

Choose 2 answers

A.

Leads, Contacts, and Business Accounts can be Campaign Members.

B.

The Marketing User feature license must be assigned.

C.

The Campaign ID is required in the import file.

D.

The Status of the Campaign Member is optional.

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Question # 7

A consultant it working with Cloud Kicks (CK) on its initial Sales Could implementation. CK wants its sales reps to be able to use Sales Cloud to track accounts, contacts, and opportunities before its global conference in 4 months.

What should the consultant recommend to meet the requirement?

A.

Set obtainable metrics, goals, and milestones for the deadline.

B.

Deploy the Salesforce mobile app to the team prior to the event.

C.

Reschedule the event to ensure functionality is complete.

D.

Implement additional features to make the team more productive-

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Question # 8

Cloud Kicks is expanding its operations to Europe. The company wants to enable able Advanced Currency Management to support both EUR and USD currencies, and show the total values of open opportunities on account records.

How should the consultant implement a solution to meet the requirement?

A.

Use a custom summary formula field on the Opportunity.

B.

Install a third-party app from the AppExchange.

C.

Use a Roll-up Summary field from the Opportunity to the Account.

D.

Create a cross-object formula field on the Account.

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Question # 9

Multiple sales reps work together to close opportunities at Good Kicks. Management needs to know how much each sales nap receives on opportunities they dose to maintain accurate quota reports.

Which solution should a consultant recommend to meet the requirement?

A.

Set the organization-wide sharing default for the Opportunity object to Private.

B.

Create custom fields on the Opportunity object for sales reps to enter a credit percentage.

C.

Enable Opportunity Spats and add the Opportunity Splits related list to Opportunity page layouts.

D.

Enable Opportunity Team Selling and create a report grouped by Opportunity team member.

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Question # 10

Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks. Contracts are created from the Account page. Sales reps need to view all contracts for the Account on the Opportunity record.

What should a consultant Implement to meet the requirement?

A.

Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable.

B.

Add the Contracts related list to each of the Opportunity page layouts used In the sales record types.

C.

use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.

D.

Create an object-specific action to create a Contract record from the Opportunity page layouts used by sales.

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Question # 11

Cloud Kicks (CK) is just kicking off its project. The consultant wants to dive deeper into CK's process and pain points. Which three approaches should a consultant use to learn about and empathize with the customer?

Choose 3 answers

A.

Embodying

B.

Shadowing

C.

Interviewing

D.

Role Playing

E.

Leading Workshops

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Question # 12

Cloud Kicks is preparing to deploy its configurations. The chosen release date is during

a Salesforce Release window. The current configuration is in Non-Preview Sandbox.

Which two strategies should a consultant recommend?

Choose 2 answers

A.

Deploy after the Salesforce Release.

B.

Test new configurations in a preview sandbox

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Question # 13

Cloud Kicks (CK) is migrating Account and Contact information from a legacy CRM system into Salesforce using Data Loader. Accounts in the legacy system have a unique ID field that is used to related Contacts to Accounts in the legacy system, CK wants to automatically match these Contacts to the relevant Accounts when loading Contacts into Salesforce.

What should a consultant recommend to meet the requirement?

A.

Create Mater-Detail on Contact.

B.

Create Master-Detail on Account.

C.

Create External ID on Contact.

D.

Create External ID on Account.

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Question # 14

Cloud Kicks has enabled Orders to track and manage customer requests for products. The sates team has requested a process to return or reduce the quantity of activated Orders.

Which two Salesforce features should a consultant recommend to meet this requirement

Choose 2 answers

A.

Enable Orders without Price Books.

B.

Enable Zero Quantity Orders.

C.

Enable Negative Quantity for Order Products.

D.

Enable Reduction Orders.

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Question # 15

In the Discovery phase of a Sales Cloud implementation, what are three effective ways a consultant can determine the design of the system? Choose 3 answers

A.

Schedule training.

B.

Establish performance benchmarks.

C.

Observer end users.

D.

Administrator a survey.

E.

Host a focus group.

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Question # 16

Cloud Kicks currently supports three business lines within a single Salesforce instance:

Running, Athleisure, and Celebrity Co-Branded. The VP of Atheisure controls a large budget

and is often able to re-prioritize business stories and ‘shadow projects’ into releases ahead of

other groups.

This topic comes up frequently and often details the monthly project management meeting,

which limits the amount of time available to cover other critical topics.

Which two strategies should the consultant recommend to address these issues?

Choose 2 answers

A.

Create a weekly All-Hands call, including business and technology resources, to review direction and priority of development.

B.

Divide the development team into three units/tracks to support each line of business independently.

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Question # 17

Which two use cases will protect the integrity of order data with activation limitations?

Choose 2 answers

A.

New Products can be added to active orders.

B.

Products can be removed from active reduction orders.

C.

Orders can be activated only if they include a Product.

D.

Multiple reduction orders can be created for a single order.

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Question # 18

Universal Containers is growing its international business. Domestic account executives believe that the standard price book has become difficult to use because there are too many records reflecting different currencies and country-specific product variations.

What should the consultant recommend to improve usability for account executives?

A.

Create product families to enable users to filter by continent and country.

B.

Use custom price books for domestic and international customers.

C.

Use separate product catalogs for domestic and international customers.

D.

Update the product naming conventions to include the currency in the product name.

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Question # 19

Cloud Kicks sales reps want to see all of their current opportunities, and the full details, with a minimal amount of navigation or dicks to cycle through them.

Which functionality should the consultant recommend?

A.

Construct a new Sales Console app including opportunities.

B.

Create a 'My Opportunities' report and open each opportunity in a new browser tab.

C.

Create a 'My Team Opportunities' report and open each opportunity in a new browser tab.

D.

From the 'My Opportunities' list view, select the Split View option.

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Question # 20

Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity

stage reports often lack key information that sales managers expect at each stage because sales reps have yet to enter the data.

What should the consultant recommend so opportunity stage reports always contain the data managers expect?

A.

Create an Auto launched flow to determine if required fields are missing.

B.

Mark the fields as required on the Page layout.

C.

Customize Path and create validation rules dependent on stages.

D.

Configure Path by checking the Key Field Required checkbox.

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Question # 21

At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assigned sales ops specialist and sales engineer have access to the correct Accounts. The organization wide defaults (OWO) for Contact are set to 'Controlled by Parent',

Which solution should the consultant recommend to meet this requirement?

A.

Use Apex Managed Sharing to automatically share any new Contacts.

B.

Set up Account Teams with defaults for each sales rep.

C.

Change the Contact OWD to Private and create sharing rules to grant visibility.

D.

Add the Sharing button to the page layout so sales reps can share Contacts as needed.

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Question # 22

Cloud Kicks (CK) has two sales divisions: a franchise sales division and a public sales division. The sales reps for each division have different user profiles. The sales reps for

the franchise sales division should only be able to set up Business Accounts.

What should the consultant recommend meeting this requirement?

A.

Remove Person Account Record Types from the franchise sales user profile.

B.

Ensure there are a minimum of two Record Types for Person Accounts.

C.

Use sharing rules to share Accounts between franchise and public divisions.

D.

Ask Salesforce Support to disable Person Accounts in CK's org.

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Question # 23

Good Kicks has the goal of generating high-quality leads by implementing Sales Cloud.

Which metrics should the consultant analyze to determine the success of this goal?

A.

Total number of Leads created by a Sales Rep

B.

Lead to Opportunity Conversion Rate

C.

Lead to Quote Conversion Rate

D.

Total number of Leads by source

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Question # 24

Cloud Kicks needs to implement a group of Campaigns that are related to a specific marketing initiative to report on success.

What should a consultant recommend to meet the requirement?

A.

Create a custom Campaign Purpose field.

B.

Create a custom Campaign Group object.

C.

Use the existing Parent Campaign field.

D.

Use a Marketing dashboard from the AppExchange.

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Question # 25

Northern Trail Outfitters (NTO) has completed its annual planning and wants to

update the territory assignments for all sales reps in its enterprise. NTO understands this can impact the current year closing due by the end of the quarter. The IT team is also planning a release of the new incentive management package that will be used by sales reps.

Which two considerations should the consultant consider when deciding on the timing of the release?

Choose 2 answers

A.

Testing changes to Territory Management and the incentive management package should be completed in a Full Sandbox before releasing to Production.

B.

Changes to Territory Management need to be made in Production directly and can be completed without impacting users.

C.

Installing a new incentive management package along with Territory Management changes may add high risk to the deployment.

D.

Combining the Territory Management changes, and the incentive management package allows for mi faster ramp-up time for users.

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Question # 26

Northern Trail Outfitters finished implementing Sales Cloud for a mid market sales team. Sales management wants to track data trends and adoption.

What should the consultant recommend to measure core Sales Cloud record data?

A.

Adoption Dashboards Pack

B.

User Login Report

C.

System Overview Page

D.

Salesforce Optimizer

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Question # 27

Cloud Kicks (CK) has just started selling its products internationally. Management wants Salesforce Opportunities and forecasting to reflect the respective currency of CK's prospects which include the U.S. dollar, euro, British pound, and Japanese yen.

In which two ways will this impact the existing CK price book?

Choose 2 answers

A.

Each user can select their personal currency.

B.

Opportunities to multinationals can induce more than one currency.

C.

Each currency requires its own custom price book

D.

Every currency price needs to be added to all of the products in the standard price book.

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Question # 28

Universal Containers (UC) wants to make it easier for sales reps to log their customer

interactions, such as emails and events, directly from their email and calender applications. UC

wants to report on these activities in Salesforce.

Which two actions should the consultant recommend?

Choose 2 answers

A.

Implement Inbox to sync Outlook or Gmail calender events.

B.

Log emails with records in Salesforce from Outlook or Gmail.

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Question # 29

Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deafs.

Which report should the consultant create to meet the requirement?

A.

Closed Won Opportunities by Account

B.

Closed Won Opportunities with Activities

C.

Closed Won Opportunities by the sales team

D.

Closed Won Opportunities with Recommendations

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