Salesforce CRT-251 Sales Cloud Consultant Exam Dumps – 2025 Verified Practice Qu

1. Salesforce CRT-251 Exam Salesforce Certified Sales Cloud Consultant Exam Questions & Answers (Demo Version - Limited Content) Thank you for Downloading CRT-251 Exam PDF Demo Get Full File: https://www.certifiedumps.com/salesforce/crt-251-dumps.html

2. Page 2 Questions & Answers PDF Version: 31.0 Question: 1 The admin at Cloud Kicks recently implemented Sales Cloud and needs to understand the adoption of Lightning Sales Console. What should a consultant recommend to analyze adoption? A. Run the Salesforce Optimizer. B. Open the Lightning Usage App. C. Create a custom report. Answer: B Explanation: The Lightning Usage App in Salesforce provides detailed insights into how users are engaging with the Lightning Experience, including specific apps like the Lightning Sales Console. It includes metrics on login frequency, page views, and device usage, which can help admins and consultants analyze user adoption and engagement effectively. According to Salesforce documentation, the Lightning Usage App is the recommended tool for understanding how end users are interacting with Lightning Experience and other Salesforce apps. This app presents adoption data in a user-friendly interface, helping to identify trends, such as which users are frequently logging in, and which users may need additional support or training. While tools like Salesforce Optimizer can provide insights into overall system health and recommendations for improvements, it is not specifically tailored for tracking usage metrics. Similarly, a custom report could be created, but it would require more effort and customization to replicate the comprehensive adoption data that the Lightning Usage App provides out of the box. Salesforce Documentation Reference: Lightning Usage App Overview Salesforce Optimizer Question: 2 Cloud Kicks recently purchased Salesforce, and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to forecasted amounts during the pipeline meetings is time consuming, and it is difficult to review all of the committed opportunities within the meeting time. What should the consultant recommend to help make meetings more efficient while making real- time forecast updates? www.certifiedumps.com

3. Page 3 Questions & Answers PDF A. Use in-line editing to update the forecast amount for records. B. Modify multiple opportunities at one time in the Forecast page. C. Tell reps to use the list view to move opportunities between stages. Answer: B Explanation: The Forecasts page in Salesforce allows sales managers and reps to view and manage forecast data in real-time. By using the "Forecasts" page, managers can efficiently modify multiple opportunities at once without needing to navigate between individual records. This capability is particularly useful during pipeline meetings as it enables real-time updates to forecasted amounts, streamlining the process and making meetings more efficient. Salesforce's Forecasts functionality includes the ability to quickly adjust forecast amounts, manage opportunity splits, and commit forecast figures, all within the same interface. This is ideal for pipeline meetings where sales managers need to make quick adjustments based on real-time discussions. While in-line editing can be helpful, it’s limited to updating individual records rather than making bulk changes. Using list views for moving opportunities between stages might help reps manage their pipeline, but it doesn’t offer the direct forecasting adjustments required to streamline forecast meetings. Salesforce Documentation Reference: Collaborative Forecasts Overview Forecasts Page Features Question: 3 Cloud Kicks wants to enable Person Accounts. What does the consultant need to do before enabling Person Accounts? A. Disable access to Experience Cloud sites during the cutover. B. Set default sharing of Account to Public Read/Write. C. Create at least one Account record type. Answer: C Explanation: www.certifiedumps.com

4. Page 4 Questions & Answers PDF Before enabling Person Accounts, Salesforce requires that at least one Account Record Type is created. This is because Person Accounts function as a hybrid of both Account and Contact objects, with specific configurations required to distinguish between business and person accounts. Without setting up a record type, Person Accounts cannot be enabled. Salesforce documentation states that enabling Person Accounts will impact data models and certain configurations within the system. Therefore, it’s crucial to review these prerequisites carefully. Disabling access to Experience Cloud sites and modifying account sharing settings are not prerequisites specifically tied to enabling Person Accounts. Salesforce Documentation Reference: Enable Person Accounts Person Accounts Overview Question: 4 A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation. What should the consultant do during the planning stage to ensure a successful implementation? A. Identify which Salesforce features and functions to use. B. Design a prototype of the suggested solution. C. Define goals, metrics, project schedule, and sales processes. Answer: C Explanation: During the planning stage of a Sales Cloud implementation, defining goals, metrics, project schedules, and sales processes is critical for a successful rollout. This foundational step ensures that the implementation aligns with the client's business objectives and provides clear criteria for measuring success. Salesforce recommends that implementation planning includes establishing a timeline, setting achievable goals, and documenting existing and desired sales processes. These elements form the basis for effective project management and help in aligning the solution with the client’s business needs. Identifying Salesforce features and designing a prototype are valuable steps, but they typically occur after establishing clear goals and requirements. Proper planning sets the stage for these subsequent tasks. Salesforce Documentation Reference: Salesforce Implementation Best Practices Sales Cloud Planning Guide Question: 5 Each product engineer at Cloud Kicks supports a specific product line. There are five product lines. www.certifiedumps.com

5. Page 5 Questions & Answers PDF While sales reps sell all of the company’s product lines, sales management wants the appropriate product engineer to be able to automatically view any new Opportunity for their particular product line with Read-Only rights. What should the consultant do to meet the requirement? A. Enable Default Account Teams for each product line. B. Enable Default Opportunity Teams for the Opportunity. C. Create criteria-based opportunity sharing rules for each product line. Answer: C Explanation: Criteria-based sharing rules allow for automatic sharing of records based on specific criteria, such as product line in this case. By setting up opportunity sharing rules based on the product line, each product engineer can be granted Read-Only access to opportunities that match their assigned product line, ensuring they have visibility into relevant opportunities without manual updates or intervention. Default Account Teams and Default Opportunity Teams are used to automatically assign predefined teams to records but do not inherently allow for automated sharing based on specific criteria like product lines. These options would also require manual updates to ensure that the correct engineers are assigned, which is less efficient than using criteria-based sharing. Salesforce Documentation Reference: Set Up Opportunity Sharing Rules Opportunity Sharing and Criteria-Based Sharing Rules Question: 6 Cloud Kicks is implementing Sales Territories for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories. What should the consultant recommend? A. Include the Forecast Manager field on the Account page layout. B. Assign a Forecast Manager to each region. C. Assign a role for each manager in the user role hierarchy. Answer: B Explanation: The Forecast Manager role is essential in Salesforce when working with Territory Forecasts. By assigning a Forecast Manager to each region, Salesforce can generate a roll-up forecast based on the www.certifiedumps.com

6. Page 6 Questions & Answers PDF territories managed within that region. The Forecast Manager oversees the forecasting process and can provide the sales director with the requested detailed roll-up forecast for each territory. Including the Forecast Manager field on the Account page layout or assigning roles in the user role hierarchy is useful for access control and organizational structure, but they do not directly impact the roll-up forecast functionality for territories. Assigning a Forecast Manager ensures accurate and hierarchical forecasting as per regional sales performance. Salesforce Documentation Reference: Set Up Collaborative Forecasts by Territory Forecast Manager Role in Territory Management Question: 7 Cloud Kicks sales reps want to see all of the details on their current opportunities with a minimal amount of navigation or clicks to cycle through them. Which functionality should the consultant recommend? A. Develop a new Sales Console app including opportunities. B. Select the Split View option from the My Opportunities list view. C. Create a dashboard with reports on My Opportunities. Answer: B Explanation: To allow sales reps to view all details of their current opportunities with minimal navigation, the consultant should recommend using the Split View option in Salesforce. Key Points: Split View Feature: Split View enables users to see a list of records alongside the details of a selected record on the same screen. This allows for quick navigation between records without excessive clicking. Efficiency in Navigation: Sales reps can click through the list of opportunities on the left pane, and the details of each selected opportunity will display on the right pane. This reduces the need to open each record in a new tab or window. Minimal Clicks: With Split View, reps can cycle through their opportunities seamlessly, enhancing productivity and saving time. Salesforce Sales Cloud Reference: Using Split View: Salesforce Help - Work with List Views Using Split View Benefits of Split View: Split View is designed to help users process lists of records more efficiently by reducing navigation steps and keeping context while reviewing multiple records. By selecting the Split View option from the My Opportunities list view, sales reps at Cloud Kicks can efficiently access all the details of their current opportunities with minimal navigation or clicks. www.certifiedumps.com

7. Page 7 Questions & Answers PDF Question: 8 In a recent management meeting, the VP of sales voiced concern over the current economic environment. To better understand the effectiveness of its marketing efforts, the VP expressed a need to monitor and reduce churn going forward. Which strategy should a consultant recommend to address the VP's concern? A. Create a year over year sales by Account report. B. Create an average stage duration by Opportunity report. C. Create a Historical Trending report. Answer: C Explanation: Historical Trending reports in Salesforce allow users to analyze changes in key data points over time, making them an excellent tool for monitoring and understanding churn. By using a Historical Trending report, Cloud Kicks can track fluctuations in opportunity stages, account statuses, and other relevant metrics. This enables the VP of sales to gauge the effectiveness of marketing efforts, identify patterns, and take proactive measures to reduce churn. A year-over-year sales report and an average stage duration report provide valuable insights, but they do not offer the same level of detailed, time-based analysis that a Historical Trending report can offer for tracking churn. Salesforce Documentation Reference: Analyze Historical Trends in Salesforce Historical Trending Overview Question: 9 The Cloud Kicks pipeline and forecasting reports are inaccurate because sales reps are creating opportunities after they are already closed won. Sales management wants visibility into how often the sales reps are creating these types of opportunities. Which solution should the consultant recommend? A. Run the Opportunity Pipeline standard report to view the upcoming opportunities by stage. B. Configure a report that displays opportunities that have an earlier closed date then created date. C. Implement automation to update the opportunity to the first stage in the sales process. Answer: B www.certifiedumps.com

8. Page 8 Questions & Answers PDF Explanation: A report that highlights opportunities with a closed date earlier than the created date would directly address the issue of opportunities being created after they are already closed. This report helps sales management gain visibility into how frequently this occurs and enables them to identify patterns or specific reps who may need additional training or oversight. While the Opportunity Pipeline report provides an overview of upcoming opportunities by stage, it does not specifically address discrepancies between created dates and closed dates. Automation to update the opportunity stage could help manage data integrity but does not provide the necessary visibility into how often opportunities are created late. Salesforce Documentation Reference: Create Custom Reports on Opportunities Understanding Opportunity Fields Question: 10 The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or contract details for a created order. Which condition should the consultant consider to meet this requirement? A. The order must be associated with an active contract. B. The order associated with the account is in draft status. C. The currency associated with the order can be different from the contract. Answer: B Explanation: In Salesforce, orders must be in "Draft" status to allow any changes to account or contract details. Once an order is activated, editing options for associated account or contract information become restricted. If the order is still in draft status, sales reps have the flexibility to update these details as needed. An active contract or different currency on an order does not inherently restrict the ability to edit account or contract details as long as the order is in draft status. Once the order is activated, however, modifications to account and contract information are limited. Salesforce Documentation Reference: Manage Orders and Order Statuses Order Management Guidelines Question: 11 A consultant has successfully deployed Sales Cloud at Cloud Kicks. What is the final step in completing an engagement? www.certifiedumps.com

9. Page 9 Questions & Answers PDF A. Activate users in the system. B. Validate the implementation. C. Obtain stakeholder sign-off. Answer: C Explanation: The final step in a Salesforce Sales Cloud implementation engagement is to obtain stakeholder sign- off. This step is essential as it signifies formal acceptance from the client that the implementation meets the agreed-upon requirements and project objectives. Sign-off indicates that stakeholders are satisfied with the deployment and that the project is ready for closure. Activating users and validating the implementation are important tasks but occur earlier in the deployment process. Obtaining sign-off ensures all project deliverables have been met and that the consultant can officially conclude the engagement. Salesforce Documentation Reference: Project Closeout and Sign-off Implementation Engagement Checklist Question: 12 At a kickoff meeting for a new project, a consultant starts gathering information to be used in the project implementation plan. They ask the participants to define what project success will look like. Which strategy is the consultant using? A. Design Direction B. Discovery C. Challenge Framing Answer: B Explanation: During the Discovery phase, consultants gather information to understand the client's requirements, challenges, and goals. By asking participants to define what project success looks like, the consultant is conducting discovery to establish clear objectives and align the implementation with the client’s expectations. This approach helps ensure that the solution will meet the client's needs and supports setting measurable goals for the project. Design Direction and Challenge Framing are useful strategies, but they occur after the Discovery phase, once the initial understanding of goals and challenges is established. Salesforce Documentation Reference: www.certifiedumps.com

10. Page 10 Questions & Answers PDF Salesforce Discovery Process Consulting Engagement Phases Question: 13 A consultant is 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 before the conference. B. Implement Sales Cloud out of the box and iterate before the conference. C. Reduce the scope and deploy Accounts and Contacts before the conference. Answer: B Explanation: To meet Cloud Kicks' requirement of having Sales Cloud ready in time for the global conference, implementing Sales Cloud with its out-of-the-box features is the most effective strategy. This allows the team to start using core features for tracking accounts, contacts, and opportunities immediately. Iterative improvements can be made as feedback is gathered, ensuring a usable solution is in place while enhancements are made incrementally. Setting metrics and reducing scope can be helpful, but implementing Sales Cloud in its default form provides the quickest route to functionality. Salesforce supports iterative deployment, especially in time-sensitive projects, to ensure initial usability while refinements are underway. Salesforce Documentation Reference: Sales Cloud Quick Start Guide Sales Cloud Iterative Implementation Question: 14 The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office. What should a consultant recommend? A. Enable Conversions for the Salesforce mobile app In Lead Conversion settings. B. Create a Global Action to convert leads via the Salesforce mobile app. C. Install an AppExchange package to convert leads via the Salesforce mobile app. Answer: B www.certifiedumps.com

11. Page 11 Questions & Answers PDF Explanation: Creating a Global Action specifically for lead conversion enables sales reps to convert leads directly from the Salesforce mobile app. This approach provides a seamless experience that leverages native Salesforce functionality, without the need for additional installations or configurations. By setting up a Global Action, the consultant ensures that lead conversion is accessible on the go, which is ideal for Cloud Kicks’ traveling sales team. While enabling conversions in Lead Conversion settings provides configuration options, it does not by itself create mobile access. AppExchange solutions are useful but often introduce additional overhead and are unnecessary when native Salesforce functionality meets the requirement. Salesforce Documentation Reference: Salesforce Mobile App Global Actions Lead Conversion on Mobile Question: 15 Access to Opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of Opportunities: * Opportunities they own * Opportunities that are tied to accounts they own Which action should a consultant take to meet the requirement? A. Set organization-wide defaults for Accounts and Opportunities to Private. B. Set organization-wide defaults for Accounts and Opportunities to Public Read- Only. C. Set Opportunity access on the role to View All Opportunities associated with the owner's accounts. Answer: C Explanation: To restrict access to opportunities such that sales users can only access: Opportunities they own Opportunities tied to accounts they own The consultant should set the Opportunity access on the role hierarchy to "View All Opportunities associated with the accounts they own." Key Points: Organization-Wide Defaults (OWD): Setting OWD for Accounts and Opportunities to Private ensures that users cannot access records they don't own unless granted through sharing rules or role hierarchy. Role Hierarchy Settings: Adjusting the role hierarchy allows users to access opportunities associated with accounts they own, even if they don't own the opportunity records themselves. Opportunity Access on Roles: Navigate to Setup > Roles. www.certifiedumps.com

12. Page 12 Questions & Answers PDF Edit the relevant sales roles. In the "Opportunity Access" section, select "Users in this role can view all opportunities associated with accounts they own." Controlled Access: This configuration ensures that users see only the opportunities they own and those tied to their accounts, aligning with the requirement. Salesforce Sales Cloud Reference: Role Hierarchy and Sharing Settings: Set Your Organization-Wide Sharing Defaults Opportunity Access via Roles: Define Access to Opportunities Grant Access Using Hierarchies: Roles and Internal Access Why Options A and B are Incorrect: Option A: While setting OWD to Private is necessary, it doesn't by itself grant access to opportunities tied to accounts the user owns. Option B: Setting OWD to Public Read-Only would allow users to see all accounts and opportunities, which contradicts the requirement to restrict access. By setting Opportunity access on the role to view all opportunities associated with the owner's accounts, Cloud Kicks ensures that sales users have appropriate access, fulfilling the specified access requirements. Question: 16 A sales rep at Cloud Kicks must have access to all child accounts of the accounts they own. The organization-wide default setting for Account is Private. What happens if a sales rep has access to a parent account? A. Access to child account records is granted via the Account Hierarchy. B. Access to child account records needs to be shared manually, C. Access to child account records is controlled by default Account Teams. Answer: B Explanation: In Salesforce, if the organization-wide default for Accounts is set to Private, access to child accounts is not automatically granted based on parent account ownership. As a result, manual sharing rules or sharing through Account Teams or role hierarchies must be used to extend access to child accounts. The Account Hierarchy itself does not provide automatic access to child records. Account Teams can provide access but only if configured to include child accounts. Since the OWD is Private, manual sharing is the primary method to ensure appropriate access. Salesforce Documentation Reference: Account Hierarchy and Sharing Manual Account Sharing Question: 17 www.certifiedumps.com

13. Page 13 Questions & Answers PDF Annual sales numbers change depending on renewal periods and new products. Sales managers at Universal Containers (UC) want to emphasize the importance of customer retention when prioritizing the pipeline and customer engagement for the sales team. Which metric should the consultant recommend to help UC emphasize the importance of customer retention to the overall business strategy? A. Annual Contract Value (ACV) B. Total Pipeline Value C. Customer Lifetime Value (CLV) Answer: C Explanation: Customer Lifetime Value (CLV) measures the total value a customer brings over the entire duration of their relationship with the company. Emphasizing CLV helps sales teams focus on customer retention and long-term relationship value, which aligns with Universal Containers’ goal of prioritizing customer retention. By tracking CLV, sales managers can guide reps to prioritize engagement with high-value customers to boost long-term revenue. Annual Contract Value (ACV) and Total Pipeline Value focus more on short-term gains, which might not align as directly with customer retention and long-term strategy. Salesforce Documentation Reference: Customer Lifetime Value in Salesforce Using Metrics to Drive Retention Question: 18 Universal Containers has implemented a lead qualification process that uses a lead scoring formul a. Upon review, many of the converted leads with the highest scores had little interest in making a purchase. Which modification to the current lead qualification process should a consultant recommend? A. Include a measure for the number of marketing touches. B. Increase points for actions that Indicate Intent. C. Evaluate each record against the target marketing persona. Answer: B Explanation: When leads with high scores do not convert as expected, it suggests that the scoring model may not effectively measure purchase intent. Adjusting the lead scoring formula to assign higher points for www.certifiedumps.com

14. Page 14 Questions & Answers PDF actions that indicate strong intent (such as downloading a whitepaper or requesting a demo) can improve the accuracy of the scoring process, ensuring that highly interested leads are prioritized. Including a measure of marketing touches or evaluating against personas could also help, but increasing points for high-intent actions directly addresses the issue of prioritizing leads based on purchase readiness. Salesforce Documentation Reference: Lead Scoring Best Practices Improving Lead Qualification Question: 19 Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account's discount field. CK sales reps are located in different regions and use different currencies. A consultant creates a custom formula field on the Opportunity. Which currency will the custom formula use for its value if the opportunity and account records have different currencies? A. Opportunity currency B. User currency C. Corporate currency Answer: A Explanation: In Salesforce, when a custom formula field is created on an Opportunity, the formula uses the Opportunity's currency for calculations. This is particularly important in organizations using multiple currencies, as it ensures that calculations remain consistent with the record on which the formula is defined. Therefore, the formula field will display the value in the Opportunity’s currency, regardless of the Account’s currency. Salesforce Documentation Reference: Multi-Currency and Formula Fields Formula Fields and Currency Considerations Question: 20 Cloud Kicks wants to help its sales reps identify stalled opportunities in a single view. Which solution should the consultant recommend to meet the requirement? A. Create a Lightning Web Component. B. Use Deal Insights In Pipeline Inspection C. Create a screen flow. www.certifiedumps.com

15. Page 15 Questions & Answers PDF Answer: B Explanation: Pipeline Inspection with Deal Insights offers a visual way to identify stalled opportunities and provides actionable insights directly within the Sales Cloud. This tool highlights opportunities that haven’t progressed in a set amount of time, making it easy for sales reps to identify and act on these opportunities in a single view. While custom Lightning Web Components or screen flows could potentially be built to identify stalled opportunities, using Deal Insights in Pipeline Inspection is a more efficient and native Salesforce solution designed specifically for this purpose. Salesforce Documentation Reference: Pipeline Inspection and Deal Insights Identifying Stalled Opportunities with Deal Insights www.certifiedumps.com

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