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Salesforce CRT-251 Exam is a challenging but rewarding certification for individuals who are passionate about sales and interested in helping organizations optimize their sales processes using the Salesforce platform. With the right preparation and experience, individuals can earn this certification and advance their careers in the Salesforce ecosystem.
Salesforce CRT-251 Exam Syllabus Topics:
Topic
Details
Topic 1
- Campaign and Lead Management: Sales Cloud Consultants are the target audience for this section, which examines campaign influence, the campaign lifecycle, and lead conversion processes. It also covers assessing lead data quality and reporting on leads.
Topic 2
- Introduction and Overview: This section of the exam measures the skills of Salesforce Cloud Consultants and covers the foundational aspects of Salesforce implementation. It includes conducting introductions, reviewing exam objectives, and following the Sales Cloud Fast Path. Candidates will discuss implementation strategies and understand the value of business analysis in the Salesforce ecosystem. A key skill measured is the ability to align Salesforce implementation with business objectives.
Topic 3
- Forecasting: In this section, Sales Analysts are the focus and it covers generating collaborative forecasts and conducting historical trend reporting. It also includes building custom report types, designing reporting snapshots, and analyzing project success.
Salesforce Certified Sales Cloud Consultant Sample Questions (Q107-Q112):
NEW QUESTION # 107
Sales operations managers are reporting a higher number of Activities than is accurate for their teams When viewing reports, managers see Activities related to Opportunities and Accounts only for their team. However, Activity records related to Campaigns appear m all of the reports, regardless of which sales team should get credit for them. Enterprise Territory Management and role hierarchies are used.
Why are Campaign Activities for all teams visible m reports viewed by sales operations managers?
- A. The Organization-wide Default for Campaigns is set to Public Read-Only.
- B. Apex managed sharing is used to control the visibility of Activities related to Accounts.
- C. The Organization-Wide Default for Accounts is set to Private.
- D. The sales operations managers are given Read access to the Campaign object m their profile.
Answer: B
NEW QUESTION # 108
A consultant is meeting with a nonprofit client for the first time to discuss implementing the Salesforce Nonprofit Success Pack. The client outlines their current processes, including the standard and custom objects they use in Salesforce.
What two topics should the consultant consider during the analyze phase of the implementation?
Choose 2 answers
- A. Establish specific topics for end user admin training.
- B. Discuss implementation timelines and potential barriers.
- C. Identify stakeholders and create a project team.
- D. Suggest a new process for gathering lead and campaign data.
Answer: A,C
NEW QUESTION # 109
Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a desiccated sales engineer. The sales engineer will need access to their assigned sales representatives' accounts and opportunities.
What should a consultant recommend to meet this requirement?
- A. Create criteria-based sharing rules to share the accounts and opportunities with sales engineer.
- B. Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers.
- C. Create a trigger to add the sales engineers to their sales representatives' account and opportunity teams.
- D. Enable account teams selling and have each sales representative configure their default teams.
Answer: D
NEW QUESTION # 110
Cloud Kicks (CK) has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opportunities are being lost.
What is the most efficient way for a consultant to meet this requirement?
- A. Create a new custom object and automation to track competitors.
- B. Create a new custom field on the Opportunity object.
- C. Create a Competitors channel in Slack to share insights and stories.
Answer: B
NEW QUESTION # 111
Northern Trail Outfitter has created a Complaints custom object related to Accounts. Due to the sensitive nature of these records, the object's visibility has been set to Private. A dedicated subnet of support users who will work on these items has been added to a Complaints Specialist public group. Only users within the Complaints Specialist public group should be able to view and edit any Compliant record.
Which two options should a consultant recommend to meet the requirements? Choose 2 answers
- A. Create a catena-based sharing rule that grants Read/Write access to the Complaints Specialist public group.
- B. Use Apex managed sharing to grant record access to users In the Complaints Specialist public group and restrict manager visibility.
- C. Set the Complaint object's default visibility to allow only the users in the Complaints Specialist group to access the records.
- D. Uncheck the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object.
Answer: A,D
Explanation:
* Unchecking the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object and creating a criteria-based sharing rule that grants Read/Write access to the Complaints Specialist public group are two options that can meet the requirements of restricting access to Complaint records to only users within the Complaints Specialist public group. Grant Access Using Hierarchies is a setting that determines whether users above a record owner in the role hierarchy can access that record. By unchecking this setting for the Complaints object, the consultant can prevent managers or other users higher in the role hierarchy from viewing or editing Complaint records that they do not own. A criteria-based sharing rule is a rule that grants access to records that meet certain criteria, such as field values, record types, etc. By creating a criteria-based sharing rule that grants Read
/Write access to the Complaints Specialist public group, the consultant can ensure that only users in this group can view and edit any Complaint record, regardless of who owns it.
NEW QUESTION # 112
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