CRT-251 Practice Exam — 65 Free Salesforce Questions

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Question 1

Opportunity Management

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

Question 2

Sales Cloud Analytics

Question 3

Integration and Data Management

Question 4

Account and Contact Management

Question 5

Account and Contact Management

Question 6

Sales Productivity

Question 7

Opportunity Management

Question 8

Opportunity Management

Question 9

Account and Contact Management

Question 10

Sales Cloud Analytics

Question 11

Sales Cloud Solution Design

Question 12

Opportunity Management

Question 13

Sales Cloud Solution Design

Question 14

Opportunity Management

Question 15

Sales Cloud Solution Design

Question 16

Opportunity Management

Question 17

Communities and Site Management

Question 18

Implementation Strategies

Question 19

Sales Productivity

Question 20

Opportunity Management

Question 21

Opportunity Management

Question 22

Account and Contact Management

Question 23

Account and Contact Management

Question 24

Opportunity Management

Question 25

Integration and Data Management

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Universal Containers forecasts and closes business monthly, and it needs to store details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month. What should a consultant recommend to meet this requirement?

A Schedule a custom forecast report to run weekly and store the results in a custom report folder.
B Create a reporting snapshot to run daily and store the results in a custom object.
C Create a reporting snapshot to run weekly and store the results in a custom object.
D Schedule a custom forecast report to run daily and store the results in a custom report folder.

Universal Containers has a customer base of over 15,000 Accounts and 60,000 Contacts. The marketing manager wants to use the customer data for an upcoming new product launch but is concerned contacts may have moved to different companies.
What should a consultant recommend to ensure customer data is accurate?

A Use a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts.
B Create a workflow rule for an account and contact owner to confirm contact data.
C Create a workflow rule to mass email the contacts and capture any email bounces.
D Use a data enrichment tool to verify account and contact data is up-to-date.

Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company wants to see the total value of open opportunities for all accounts in the hierarchy. Which solution should a consultant recommend to meet this requirement?

A Use Apex to update a custom field on the parent account with the total value of open opportunities form the child accounts.
B Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
C Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
D Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy.

Universal Containers wants to associate some contacts with more than one account (e.g., a contact in an employee of one account and on the boards of several other accounts). Which solution should a consultant recommend to meet this requirement?

A Enable contacts to multiple accounts feature.
B Clone the contact record and add it to the second account.
C Add the contact to the partners related list on the second account.
D Associate the contact to other accounts using a custom lookup field.

Question 6

Sales Productivity

Question 7

Opportunity Management

Question 8

Opportunity Management

Question 9

Account and Contact Management

Question 10

Sales Cloud Analytics

Question 11

Sales Cloud Solution Design

Question 12

Opportunity Management

Question 13

Sales Cloud Solution Design

Question 14

Opportunity Management

Question 15

Sales Cloud Solution Design

Question 16

Opportunity Management

Question 17

Communities and Site Management

Question 18

Implementation Strategies

Question 19

Sales Productivity

Question 20

Opportunity Management

Question 21

Opportunity Management

Question 22

Account and Contact Management

Question 23

Account and Contact Management

Question 24

Opportunity Management

Question 25

Integration and Data Management

Universal Containers uses a custom object named "Analysis", which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones.
What should a consultant recommend to meet this requirement?

A Create a Visualforce page.
B Create an Action.
C Create a related list button.
D Create a custom object tab.

A consultant has created a custom formula field on Opportunity that multiples the Opportunity Amount by the Account's Discount field. Which Currency will the formula field use for its value if the Opportunity and the Account records have different Currencies?

A The Account currency
B The User currency
C The Corporate currency
D The Opportunity currency

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.

A lead sharing rule has been defined so that leads owned by the record owner are shared with the public group called "Sales Team."
Who will have access to these records, assuming that a private sharing model is in place on these objects and there are no sharing rules defined for those objects, when the lead is converted to an account, contact, and opportunity?

A The record owner will be the only person who is able to access the account, contact, and opportunity records.
B The record owner, all members of the public group, and a group called "Sales team" will be able to access the three records.
C The record owner and anyone above the record owner in the role hierarchy will be able to access the three records.
D The record owner, all members of the public group, and a group called "Sales team", and anyone above any group member in the role hierarchy will be able to access the three records.

Universal Containers wants to measure revenue based on when individual Products are sold.
What should a Consultant implement to meet this requirement?

A Forecasting by Order Amount
B Forecasting by Opportunity Amount
C Forecasting by Product Dates
D Forecasting by Schedule Date

Universal Containers is planning to hire more sales representatives in response to three consecutive quarters of rapid growth. To optimize their sales impact, the sales management team wants to develop a better sales territory structure. Which two data points should the sales management team consider when developing the new sales territories? (Choose two.)

A Attributes needed to segment and categorize customers.
B Distance between customer headquarters and their sales representatives
C Average number of customers managed by a sales representative.
D Number of currencies needed to support each sales territory.

Universal Containers' current solution for managing its forecasts is cumbersome. The sales managers do NOT have visibility into their teams' forecasts and are
NOT able to update the forecasts. As a result, the managers are continually asking their sales representatives to provide updated forecast data via email or phone. Which two solutions should a consultant recommend to help Universal Containers improve the management of their forecasts? (Choose two.)

A Enable override forecast permission in the Manager's profile.
B Configure weekly customized forecast reports and dashboards to be emailed to sales management.
C Create a forecast hierarchy and assign managers to the forecast manager role.
D Create forecast Chatter groups where sales representatives can post and share their forecasts.

Universal Containers sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant product's sales process.
Which two solutions should a consultant recommend to meet these requirements? (Choose two.)

A Configure opportunity record types for each sales process.
B Create sales stages that align with opportunity record types.
C Define sales processes to map to each opportunity record type.
D Define the default opportunity teams for each opportunity record type.

The shipping department at Universal Containers is responsible for sending product samples as part of the sales process. When an opportunity moves to the
"sampling" stage, Universal Containers wants an automatic email sent to the shipping department listing the products on the opportunity. How can this requirement be met using a workflow email?

A Create is on the opportunity product using an HTML email template.
B Create is on the opportunity using a Visualforce email template.
C Create is on the opportunity product using a Visualforce email template.
D Create is on the opportunity using an HTML email template.

Universal Containers sells two product lines that each use a distinct selling methodology. Additionally, each product line captures different information that is used to sell the products.
What should a consultant recommend to support selling the two product lines?

A Create one page layout, two sales processes, and validation rules to capture relevant opportunity information.
B Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type.
C Create two sales processes and two page layouts; assign them to two different opportunity record types for each product line.
D Create two page layouts and two sales processes; assign them to the respective product lines to collect relevant information.

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.)

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.

Resellers for Universal 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?

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.

Universal Containers allows its sales representatives to negotiate up to a 5% discount for their opportunities. Discounts greater than 5% must be sent to their
Regional Sales Manager (RSM) to approval. Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval.
Which approach would satisfy these requirements?

A Configure an approval process for the RSM and a workflow rule for the RVP.
B Create two approval processes, one for the RSM and one for the RVP.
C Create the two-step approval process for the RSM and RVP as approvers.
D Configure a workflow approval task and email to notify the RSM and RVP.

The sales representatives at Universal Containers use various email applications and often receive important customer emails where they are away from the office. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office.
Which solution should a consultant recommend to meet this requirement?

A Download and install a Salesforce universal connector for their smartphones and computers.
B Download and install the Salesforce for Outlook connector on their smartphones and computers.
C Forward emails using their Email-to-Salesforce email address from their smartphones and computers.
D Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.

Universal Containers requires its sales representatives to go through an internal certification process to sell certain groups of products.
Which two actions prevent a sales representative from adding these products to opportunities if they are NOT certified to sell them? (Choose two.)

A Use a validation rule on opportunity products to prevent them from adding products marked as required certification if they are NOT certified.
B Use a validation rule on products marked as requiring certification to prevent them from being added to an opportunity.
C Use a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified.
D Use a separate price book for the products requiring certification and only share the price book to users who are certified.

Universal Containers supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle.
Which solution should a consultant recommend to meet these business requirements?

A Create different record types and sales processes for each line of business, and assign different stages to each page layout.
B Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.
C Create different record types and sales processes for each line of business, and assign different page layouts to each record type.
D Create different record types and sales processes for each line of business, and assign different sales processes to each page layout.

Universal Containers has enabled Social Accounts and Contacts. When a sales representative accesses a contact within Salesforce, the representative is unable to see detailed information from the contact's social profiles.
What is preventing the sales representative from accessing this information?

A The fields configured by Universal Container's administrator on the contact page layout are missing.
B The information shown is based on the sales representative's social connection with the contact.
C The link to the Facebook profile is NOT configured with the administrator password to access detailed information.
D Universal Containers must install and APP Exchange package to access public profile information for its users.

Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC Corporation account is owned by a sales user whose profile grants create, read, edit, and delete access to accounts, contacts, and opportunities.
Which two actions does the owner of the ABC Corporation account have the right to take? (Choose two.)

A View, edit, and delete activities owned by other users directly related to the account.
B View, edit, and delete related contacts and opportunities owned by other users.
C Share the account with other users through manual sharing and account teams.
D Transfer ownership of related contacts and opportunities owned by other users.

Universal Containers uses a seven-step selling methodology. Each sales stage corresponds with a step in the methodology. The first stage is a preliminary qualification step, and opportunities in this stage should NOT contribute to the forecast. Which two actions should a consultant recommend to meet these requirements? (Choose two.)

A Instruct sales users to enter 0$ for the opportunity amount.
B Configure the first stage with the omitted forecast category.
C Override the forecast to be 0$ for first stage opportunities.
D Assign 0% probability to the first sales stage.

The Universal Containers 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?

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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