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CRT-251 Salesforce Certified Sales Cloud Consultant (WI24) Questions and Answers

Questions 4

Universal Containers wants to measure revenue based on when individual Products are sold.

What should a Consultant implement to meet this requirement?

Options:

A.

Forecasting by Order Amount

B.

Forecasting by Opportunity Amount

C.

Forecasting by Product Dates

D.

Forecasting by Schedule Date

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Questions 5

Universal Containers has a private sharing model and wants the ability toshare documents related to an opportunity, such as contracts and proposals, with the field sales team.

How can the documents be shard efficiently and securely?

Options:

A.

The documents should be uploaded to Salesforce Files and shared with the field sales organization.

B.

The documents should be emailed to the sales team on the opportunity record.

C.

The documents should be uploaded to Salesforce Files from the opportunity record.

D.

The documents should be uploaded to a library that is shared with the field sales organization.

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Questions 6

Resellers forUniversal Containers need access to reports in the Partner Communities to help manage their opportunities.

How should Salesforce be configured to give resellers the correct level of access to reports?

Options:

A.

Create the appropriate list views and report folders in the Partner Communities for all partner users.

B.

Create a new tab in the Partner Communities to display the appropriate list views and report folders.

C.

Create a Chatter group that allows partners to post links to appropriate list views and reports.

D.

Create the appropriate list views and report folders, and share with all partner users.

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Questions 7

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.

Options:

A.

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

B.

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

C.

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

D.

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

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Questions 8

The UniversalContainers credit department uses a third-party application for credit ratings. Credit department managers need to launch an external web-based credit application from a customer’s account record in Salesforce. The application uses a credit ID on the account object. What should a consultant recommend to meet this requirement?

Options:

A.

Create a workflow rule to launch the product fulfillment application and pass the credit ID.

B.

Create a custom button that calls an Apex trigger to launch the credit application and pass the credit ID.

C.

Create a formula field that uses the hyperlink function to launch the credit application and pass the credit ID.

D.

Create a custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID.

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Questions 9

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 employeesto track the performance of the product?

Options:

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 atrigger 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.

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Exam Code: CRT-251
Exam Name: Salesforce Certified Sales Cloud Consultant (WI24)
Last Update: Mar 29, 2024
Questions: 231

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