Sales Cloud Consultant Practice Test
CRT-251 test Format | Course Contents | Course Outline | test Syllabus | test Objectives
The CRT-251 exam, also known as the Sales Cloud Consultant certification exam, is offered by Salesforce. It is designed to validate the knowledge and skills of professionals working as sales consultants in implementing Sales Cloud solutions. Here is an overview of the test details, course outline, test objectives, and test syllabus for the CRT-251 exam:
Exam Details:
- Number of Questions: The CRT-251 test typically consists of multiple-choice and multiple-select questions. The exact number of questions may vary, but it is typically around 60.
- Time: Candidates are usually given a specific time limit to complete the CRT-251 exam. The allotted time is typically around 105 minutes.
Course Outline:
The CRT-251 test covers a range of syllabus related to Sales Cloud implementation and configuration. The course outline typically includes the following key areas:
1. Sales Cloud Solution Design:
- Gathering and analyzing business requirements for sales processes.
- Designing and configuring Sales Cloud features and functionalities to meet specific business needs.
- Collaborating with stakeholders to define key performance indicators and metrics.
2. Sales Cloud Implementation:
- Configuring and customizing Sales Cloud objects, fields, and page layouts.
- Defining and managing sales processes, including lead management, opportunity management, and forecasting.
- Setting up and configuring sales productivity tools, such as email integration, activity management, and territory management.
3. Sales Cloud Analytics and Reporting:
- Creating and customizing reports and dashboards to provide actionable insights for sales teams and management.
- Implementing sales performance tracking and measurement.
- Analyzing sales data to identify trends, opportunities, and areas for improvement.
4. Sales Cloud Integration:
- Integrating Sales Cloud with other Salesforce products, such as Marketing Cloud or Service Cloud.
- Configuring data integration and synchronization with external systems.
- Implementing data security and access controls for sales data.
Exam Objectives:
The objectives of the CRT-251 test are as follows:
- Assessing candidates' understanding of Sales Cloud concepts, features, and capabilities.
- Evaluating candidates' ability to design and implement Sales Cloud solutions based on business requirements.
- Validating candidates' proficiency in configuring and customizing Sales Cloud features and functionalities.
Exam Syllabus:
The CRT-251 test syllabus covers various syllabus related to Sales Cloud implementation and configuration. The specific syllabus may include:
1. Sales Cloud Solution Design:
- Gathering and documenting business requirements.
- Designing Sales Cloud solutions based on business needs.
- Collaborating with stakeholders to define success criteria.
2. Sales Cloud Implementation:
- Configuring and customizing Sales Cloud objects, fields, and page layouts.
- Implementing lead management, opportunity management, and forecasting.
- Setting up and configuring sales productivity tools.
3. Sales Cloud Analytics and Reporting:
- Creating and customizing reports and dashboards.
- Implementing sales performance tracking and measurement.
- Analyzing sales data for insights and decision-making.
4. Sales Cloud Integration:
- Integrating Sales Cloud with other Salesforce products and external systems.
- Configuring data integration and synchronization.
- Implementing data security and access controls.
The CRT-251 certification demonstrates proficiency in implementing Sales Cloud solutions and helping organizations optimize their sales processes using Salesforce technology. It is important for candidates to refer to the official Salesforce website or test guide for the most accurate and up-to-date information regarding the CRT-251 exam, including the number of questions, time limits, and test content.
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Question: 57
What is the recommended approach to relate a Person Account to another Account?
A. Add the Person Account to the Contact Roles.
B. Add the Person Account to the Account owner's default team.
C. Add the Person Account to the Partners Related List.
D. Add the Person Account to the Account Team.
Answer: C
Question: 58
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
Question: 59
Sales management at Universal Containers wants product managers to become more involved with sales deals that
are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of
specific sales deals, and address product capability and roadmap questions with customers. Which two solutions
should a consultant recommend to help product managers engage in sales deals? (Choose two.)
A. Create a Chatter group to share product information with the sales team, product managers, and customers.
B. Use Process Builder to create a chatter post.
C. Use an assignment to notify product managers when opportunities are updated.
D. Add the opportunity team, product managers, and customers to libraries containing files relevant to sales deals.
Answer: A,B
Question: 60
Universal Containers wants to implement a website for a new product launch. The site should be publicly available,
allow visitors to submit requests for information, and be managed by the non-technical marketing team. Which
solution should the consultant recommend?
A. Lightning Platform
B. Salesforce Mobile Sites
C. Lightning Components
D. Customer Community
Answer: D
Question: 61
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.)
A. Report on campaign return on investment (ROI)
B. Report on the discount approval time for quotes
C. Dashboard of month-over-month trend of lead conversions
D. Dashboard of opportunity stage duration
Answer: B,D
Question: 62
Universal Containers is preparing for the launch of its new Sales Cloud implementation to a global user base. With
previous sales automation applications, the company had slow adoption of the new solution. Which three Sales
Cloud deployment factors should be considered to help ensure adoption? (Choose three.)
A. Type of training delivered
B. Sales rep quota targets
C. Management communications
D. Maintenance release schedule
E. Training in local language
Answer: A,C,E
Question: 63
Universal Containers uses Products in Salesforce and has a private security model. The product management
employees do NOT have access to all opportunities but wants to track the performance of a new product after it is
launched. What should a consultant recommend to allow the product management employees to track the
performance of the product?
A. Create a trigger to add the product management team to the sales team of relevant opportunities.
B. Create a criteria-based sharing rule to add the product management team to relevant opportunities.
C. Create a trigger to set the product manager as owner for opportunities on the new product.
D. Create a new product and add it to the price book with the product manager as an owner.
Answer: B
Question: 64
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 Excellerate 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
Question: 65
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
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