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Salesforce CRT-251 Exam Overview:

Aspect Details
Exam Cost $200 USD
Total Time 105 minutes
Available Languages English
Passing Marks 65%
Exam Type Multiple Choice
Exam Registration Link Salesforce CRT-251 Registration

Salesforce Certified Sales Cloud Consultant (SP24) Exam Topics Breakdown

Domain Percentage Description
Data Modeling and Design 22% Understand data modeling concepts in Salesforce, design data models, and optimize data model performance.
Security 20% Implement security controls, data security, object-level security, and field-level security.
Logic and Process Automation 23% Configure automation processes using workflow rules, process builder, and Apex triggers.
User Interface 12% Customize user interface, create Lightning Pages, and implement Lightning Components.
Analytics and Reporting 15% Create and customize reports and dashboards, and understand analytics best practices.
Mobile 8% Configure and customize Salesforce Mobile App.

Frequently Asked Questions

Salesforce CRT-251 Sample Question Answers

Question # 1

Cloud Kicks has enabled territory forecasts to see how expected revenue comparesbetween sales territories, and to determine which territory has dosed the most deals in amonth. The territory hierarchy has three branches with child territories, where forecastmanagers may be assigned to a few of them.Which two actions can forecast managers perform?Choose 2 answers

A. Add territory forecast to the hierarchy.
B. Add a Forecasts tab to the Sales app.
C. View the territory forecasts as a single-page summary.
D. Share the forecast with any Salesforce user.

Question # 2

During the requirements gathering workshops at Cloud Kicks, the project team and subjectmatter experts bring up new ideas to incorporate4 into the current project.Which best practice should the consultant use to refocus the meeting and stay on topic?

A. Tell key stakeholders that the team is focused on other ideas,
B. Remind the team of the purpose and scope of this project.
C. Incorporate the new ideas into the solution design.
D. Invite only the subject matter experts to subsequent workshops.

Question # 3

Cloud Kicks’ sales productivity is on the decline, while its competitors are moresuccessful. The consultant has suggested Einstein Opportunity Insights.Which three insights can this provide?Choose 3 answers

A. Opportunity Representative Score
B. Sentiment Analysis
C. Follow-up Reminders
D. Deal Prediction
E. Key Moments

Question # 4

Sales reps at Cloud Kicks (CK) need to see the Opportunity amount with the Account’sdiscountfield. CK sales reps are located in different regions and use different currencies. Aconsultant creates a custom formula field on the Opportunity.Which currency will the custom formula use for its value if the opportunity and accountrecordshavedifferent currencies?

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

Question # 5

The Asia Pacific and Japanese sales teams from Cloud Kicks have requested separatereport folders for each region. The VP of sales needs access to both report folders in oneplace to find reports for all the regions and wants to retain visibility of the reports in eachfolder.What should the consultant recommend meeting therequirement?

A. Create subfolders and give access to the root folder, keeping the top region foldersharing settings.
B. Create all new regional folders and move the reports to the respective region folder withviewer access.
C. Create grouped folders,keeping the top region folder sharing settings and limiting thesharing settings for the grouped folders.
D. Create all new regional folders and move the reports to the respective region folder withsubscribe access.

Question # 6

Universal Containers (UC) deployed Sales Cloud three months ago to the North Americansales teams. One of thereasons UC selected sales cloud is its mobile support whichprovides flexibility for account executive.How should the consultant assure UC s management that Sales Cloud is beingsuccessfully adopted on mobile de devices?

A. Create a report to show the volume of opportunities created in the last three monthscompared to a year ago.
B. Create a custom report type to show the use of mobile devices by users in the last threemonths.
C. Track sales results month-over-month for the last three months to show anincrease mthe average order site.
D. Leverage visualforce to show the use of mobile devices by users during the last threemonths.

Question # 7

Each year, representatives from Universal Containers attend two major industryconferences thatGenerate a large volume of leads. A few months after leads have beenconverted to opportunities, the team wants to determine the return on Investment (ROI) foreach industry conference.Which solution should the consultant recommend?

A. Create the Campaigns related list on the Lead page layout, and associate new leadswith a Campaign.
B. Create a mufti-select picklist, and ask representatives to select which conference (s)influence the lead.
C. Create industry events as Campaigns, add leads as Campaign Members, and utilizeCustomizable Campaign influence.
D. Create a Slack channel for each industry conference and mention this channel on allnew leads.

Question # 8

What are two considerations for enabling multiple currencies at Cloud Kicks? Choose 2answers

A. The primary currency is automatically displayed in parentheses when using multicurrency.
B. Accounts, Opportunities, Leads, Cases, and Opportunity Product Schedules supportmulti-currency reporting.
C. When multi-currency is enabled, changes to exchange rates update the convertedamount on all records except closed opportunities.
D. The multi-currency enablement process is irreversible.

Question # 9

Cloud Kicks (CK) plans to implement Advanced Currency Management for its Salesforceimplementation. CK has Roll-up Summary fields on the Account and Opportunity.What should CK consider when enabling Advanced Currency Management in itsSalesforce org?

A. Dated exchange rates are used in Opportunity forecasting or currency fields in othertypes of reports.
B. Opportunity Roll-up Summary fields will update from the Opportunity Line Item object.
C. Account Roll-up Summary fields will update from the Opportunity object.
D. Account cross-object formulas always use the dynamic conversion rate for currencyconversion.

Question # 10

The Universal Containers sales team wants to easily show Account relationships to itssales reps and report on these relationship.Which two considerations should theconsultant take into account?Choose 2 answers

A. Account relationships are visible from Person Account records.
B. A Person Account can be either a parent or child in the Account Hierarchy.
C. Account Hierarchy displays only the Amounts users have Read permission to view.
D. Accounts can be organized into different divisions based on specific criteria.

Question # 11

The Cloud Kicks (CK)IT team wants to enable Person Accounts in its Salesforce org.Which three prerequisites must be met before the consultant can enable Person Accounts?Choose 3 answers

A. User Profiles with Read access to Accounts must also have Read access to Contacts.
B. At least one Record Type should be created for Accounts.
C. The CK customer portal must be disabled to allow Person Account self-registration inthe future.
D. The organization-wide default sharing is set so either Contact is Controlled by Parent orbothAccount and Contact are Private.
E. The organization-wide default for both Accounts and Contacts should be set to PublicRead/Write.

Question # 12

Cloud Kicks just deployed Sales Cloud globally and wants to make sure that all ofits usersare using Salesforce. How should the consultant determine if all regions are usingSalesforce?

A. Assign all users to a region, build a report using user login history, and filter on region.
B. Create an Opportunity report per region, filtering by User.
C. Ask each regional sales manager to run the standard User Adoption report.
D. Install Salesforce Adoption Dashboards from the AppExchange and use the regionchart.

Question # 13

Cloud Kicks rtants its sales operations team to place orders for United States customers inSales Ootid. The sales ops team needs to calculate sates tax on the orders. Sales tax is acomplex calculation based on tax law that may change at any time.What should the consultant recommend to meet the requirement3

A. A formula fieldon the Order object
B. An app from the AppExchange
C. A screen flow for orders
D. A spreadsheet with formulas

Question # 14

Cloud Kicks (CK) has recently implemented Sales Cloud. CK wants to be able to forecastthe number of shoes it sells to better coordinate withthe logistics department to fulfillorders.Which three options should a consultant recommend CK implement to accomplish this?Choose 3 answers

A. Opportunity Quantity
B. Collaborative Forecasts
C. Forecast Types
D. A custom field
E. Product Revenue Schedules

Question # 15

Universal Containers is creating a new program to allow customers to pay for large ordersover the course of 1 to 3 years in monthly installments beginning in the month the productsare sold. The admin needs to configure Sales Good to accommodate the new pricing termand to help the finance department forecast easily.What should the consultant recommend to meet the requirement?

A. Use Revenue Schedules to capture installment payment plan details for each Product.
B. Add a custom field to the Quotes object to capture the number of installments,
C. Set the default quantities to 12, 24, and 36 in a new Price Book forinstallment sales.
D. Create a Process Builder to create an Order for each installment payment.

Question # 16

During a Discovery session at Cloud Kicks, a topic is highlighted thatHow should the consultant proceed?

A. Conduct another Discovery session.
B. Define and submit achange order for the new items.
C. Revise the timeline for the new items.
D. Continue work because it is covered by the warranty.

Question # 17

Universal Containers’ (UC) sales reps have said there are too many reports anddashboards which makes it hard to find what is important to them.What should a consultant recommend that use to solve this issue?

A. Custom report types
B. Private folders
C. Enhanced Folder Sharing
D. Dashboard Filters

Question # 18

The admin at Universal Containers is attempting to retire a Product, but they are receivingan error because the Product is associated to an Opportunity.What should the consultant recommend to resolve the issue most efficiently'

A. Remove the related Product from all Opportunities and Quotes.
B. Archive the Product or Price Book and each related Price Book entry.
C. Edit the Product record and uncheck the Active field.
D. Create a Flow to automatically delete the Product from the Price Book.

Question # 19

The admin at uBHMBon tamers has been getting complaints from sales reps aboutduplicate Leads … Salesforce. The admin has already set up a matching rule for Leads.What should the consultantrecommend to resolve the issue?

A. Confirm the standard matching rule is inactivated.
B. Change the criteria for the standard Lead matching rule.
C. Change the criteria for the standard Contact matching rule.
D. Confirm the custom matching rule is activated.

Question # 20

Universal Containers is creating a new program to allow customers to pay for large ordersover the course of 1 to 3 years in monthly instalments beginning in the month the productsare sold. The admin needs to configure Sales Cloud to accommodate the new pricingterms and to help the finance department forecast easily.What should the consultant recommend meeting the requirement?

A. Use Revenue Schedules to capture instalment payment plan details for each Product.
B. Create a Process Builder to create an Order for each instalment payment.
C. Add a custom field to the Quotes object to capture the number of instalments.
D. Set the default quantities to 12, 24, and 36 in a new Price Book for instalment sales.

Question # 21

Cloud Kicks has a complicated sales process. Sales reps often have difficulty decidingwhen to move opportunities through various stages.Which solution should the consultant recommend?

A. Use automation to send emails to sales reps with Guidance for Success
B. Configure a dashboard that shows opportunities that have remained in the same stagefor 30 days
C. Activate Path and add up to five key fields and Guidance for Success
D. Advise sales reps to collaborate on Slack to move opportunities along the pipeline.

Question # 22

Sometimes, sales reps need to create contacts without accounts based on businessprocesses.What should the consultant take into consideration about these contacts?

A. Contacts without accounts need to be shared through sharing rules
B. Contacts without accounts are shared through the Role Hierarchy.
C. Contacts without accounts are private and only the owner and admin can view them.
D. Contacts without accounts need to be manually shared.

Question # 23

A sales rep notices they can edit some opportunities associated with accounts theyown, but is unable to edit other opportunities, although these are associated withaccountsthey own. Which three reasons could explain the sales rep’s experience?Choose 3 answers

A. Sharing Rules for opportunities are set to Manager Groups.
B. Opportunity visibility allows View access to opportunities owned by others andassociated with accounts they own.
C. The organization-wide defaults for opportunities are set to Private.
D. All provisioned Opportunity object permissions enable Read access with all accounts thesales rep.
E. Some opportunities associated with the sales rep's account areowned by other users.

Question # 24

The Cloud Kicks sales team can create leads for both business and individualcustomers. Person Accounts have been enabled in its Salesforce org.Which action should be taken to convert a lead into a Person Account?

A. Create an Individual Lead Record Type.
B. Populate the Company field with ‘Person.
C. Enable Contacts to Multiple Accounts.
D. Leave the Company field blank.

Question # 25

Cloud Kicks (CK) recently finisheda redeployment of is Lightning pages. CK users reportthat Lightning pages are loading slowly CK management wants to consider the impact thishas on adoption.Which two toots should the consultant recommend that CK use to evaluate lightningpages?Choose 2answers

A. Guidance for App Butter
B. Lightning usage App
C. Performance Analysis for App Builder
D. Real-Time Event Monitoring

Question # 26

Cloud Kicks (CK) wantsto migrate data from its existing enterprise resource planning (ERP)system to CK wants to organize its data using the unique ID that is a number type in theERP.What should the consultant recommend to meet the requirement?

A. Map the ERP unique ID to a custom external ID unique number field.
B. Create a text field and insert the ERP unique ID.
C. Use the ERP unique ID as the Salesforce ID.
D. Create an external ID unique number field in the ERP labeled ERP unique ID.'

Question # 27

Universal Containers needs to track quarterly sales goals for users. What are two ways aconsultant can display sales goals and allow users to track their progress toward theirgoals?22.Choose 2 answers:

A. Create a Custom Report Type.
B. Enable Forecast Adjustments.
C. Enable Show Quota % Attainment.
D. Create a quarterly snapshot

Question # 28

Cloud Kicks wants to sell to both consumers and businesses. The consumer sales teamand business sales team will use different Stages.Which two Salesforce functions will allow the consultant to meet this requirement?Choose 2 answers

A. Sales Processes
B. Pipeline Inspection
C. Opportunity Splits
D. Record Types

Question # 29

A Cloud Kicks sales team based in the U.S. wants to grow market share in Australia. Thecompany has multicurrency enabled and has added the Australian Dollar as an availablecurrency.How should the consultant allow the sales team to report on Australian deal values in U.S.Dollars (USO)?

A. Set each sales user's default currency to the Australian Dollar.
B. Enable parenthetical currencyconversion.
C. Create a formula field to perform a currency calculation.
D. Use USD for Australian Opportunity currencies.

Question # 30

Northern Trails Outfitters (NTO) is ready to start the next phase of its Salesforceimplementation. A consultant recommends using Universal ProcessNotation (UPN) todocument the business process maps NTO will use as its guide.As NTO maps out its processes, which two key principals of UPN should the team keep inmind?Choose 2 answers

A. Attach supporting information at the detail level.
B. Use symbols of different colors, arrows, and swim lanes for clarity.
C. Limit the number of activity boxes on the screen to 8 to 10.
D. Keep version control and change history at the diagram level.

Question # 31

Cloud Kicks likes to have its supervisors coach the consultants based on the calltranscripts. Which Salesforce product should the consultantrecommend?

A. Salesforce Service Cloud
B. Salesforce native CTI Connector
C. Salesforce High Velocity Sales
D. Salesforce Sales Cloud

Question # 32

The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts.The team can often easily identify duplicates and wants to merge them.What should the consultant explain to the team about Person Account merges?

A. Person Accounts with a redundant relationship can be merged using matching rules.
B. Person Accounts can be merged with other Person Accounts.
C. Person Accounts can be merged with contact records.
D. Person Accounts can be merged with any type of Account

Question # 33

The Cloud Kicks CEO needs to run reports from the sales team’s reports folder. The CEO'sassistant needs to control access to the reports. Sales managers need to change thereports when necessary. How should the consultant meet the requirement?

A. Set the CEO access level to View, the CEO's assistant to Manage, and the salesmanager to Edit on ACO the folder.
B. Enable Manage Reports in Public Folders and give access to the CEO and theirsubordinates.
C. Set the CEO access level to View All, the CEO's assistant to Modify All, and the salesmanager public group to Create.
D. Enable Manage access for the CEO role and subordinates, and Manage access for theCEO'S assistant profile.

Question # 34

An executive at Cloud Kicks (CK) has asked its admin to create a diagram to show the highlevel processes the business. CK plans to use the diagram to show the context of a newprocess within the overall business whole.What should theadmin create to meet this requirement?

A. Capability Model
B. Strengths, Weaknesses, Opportunities, Threats (SWOT) Diagram
C. Suppliers, Imports, Processes, Outputs, Customers (SIPOC) Diagram
D. Value Stream Map

Question # 35

Access to opportunities at Cloud Kicks should be restricted. Sales users should only haveaccess to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own.What are two actions a consultant can take to meet the requirement?Choose 2 answers

A. Set Territory Management to grant Read access to opportunities owned by others.
B. Set opportunity access on the role to view all opportunities associated with theiraccounts.
C. Set organization-wide defaults for opportunities to Private.
D. Set organization-wide defaults for opportunities to Public Read-Only.

Question # 36

Cloud Kicks requires its sales associates to record all customer interactions withinSalesforce. Whichsales metric can a sales manager at Cloud Kicks use to monitor andreinforceits sales strategy?

A. Close Rate
B. Renewal Rate
C. Forecast Accuracy
D. Activity Tracking

Question # 37

Universal Containers has configured the Account organization-wide default (OWD)sharing as Public Read Only. All customer Accounts are owned by the customersuccessmanager. When a customer calls support to update their contact information, thesupport agenton their Account team is unable to edit the Account.Which approach should a consultant recommend allowing the support agent to edit theAccount, while still enforcing the Public Read Only OWD?

A. The support agent should add themselves to the customer's Account team to grant Editpermissions.
B. The support agent should contact the customer success manager to update theAccount.
C. The customer success manager should change the owner of the Account to the supportagent.
D. The customer success manager should include the support agent on the defaultAccount team with Edit permissions.

Question # 38

The Cloud Kicks admin is planning to deploy new functionality as part of its quarterlyupdate process. The consultant has recommended completing the update outside ofbusiness hours to avoid impacting users.Where should the consultant direct the admin to check for scheduled system maintenance?

A. Company Profile
B. Trailblazer Community
C. Trailhead
D. SalesforceTrust

Question # 39

The admin at Cloud Kicks needs to understand the adoption of Salesforce Files and multifactorauthentication.What should a consultant recommend analysing adoption?

A. Review the Setup Audit Trail.
B. Create a report for the Login History object.
C. Run the Salesforce Optimizer.
D. Open the Lightning Usage App.

Question # 40

The sales director of retail products at Cloud Kicks wants to allow cloning of orders to helpsales reps process repetitive orders.What are two guidelines to consider when cloning an order with products? Choose 2answers

A. A new order's currency or price book will remain the same If the original order hasproducts.
B. The admin will be able to set up which fields can be cloned to a new order.
C. A cloned order must be associated with the same contract as the original order.
D. A cloned order's start date must fall between the associated contract's start and enddates.

Question # 41

During the last requirements meeting. Cloud Kicks team members said they will be takingthe next week off to attend a conference.What should a consultant do in response to this news?

A. Ask the client to sign off on requirements and start the build.
B. Update the solution design while the team is out of the office.
C. Set up two requirements workshops for the following week.
D. Update the project plan andcommunicate it to stakeholders.

Question # 42

Which data migration sequence should consultant recommend for the objects?

A. Opportunities, Products, pe Line toe Cases, Leads, Campaigns, Accounts, Contacts:
B. Accounts, Opportunities,Contacts, Products, Product Line Items, Cases, Leads,Campaigns
C. Contacts, Accounts, Leads, Campaigns, Opportunities, Products, Product Line Items,Cases.
D. Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads.Campaigns

Question # 43

A sales rep owns an opportunity and can view the associated account, but is unable toview contacts on that account.What should the consultant recommend to allow account owners to selectively share anaccount's contacts with opportunity owners?

A. Add opportunity owners to the Opportunity Team and configure contact sharing.
B. Transfer account ownership from themselves to the opportunity owner.
C. Transfer contact ownership from themselves to the opportunity owner.
D. Add opportunity owners to the Account Team and configure contact sharing.

Question # 44

Cloud Kicks (CK) maintains products and price books on an external platform due to thehigh frequency of pricing changes to products. CK hasa B2B license. Sales managers wantto monitor pipeline by sales rep and territory, report on team revenue to goal, and vieworder status «n Salesforce. What are two actions the consultant should take to meet the requirements?Choose 2 answers

A. Enable Optional Price Books for Orders.
B. Implement Opportunity Teams and Opportunity Splits
C. Use opportunities and enable Forecasts
D. Import products and price books from the external platform.

Question # 45

Universal Containers recently implemented Sales Cloud. Stakeholders want insights intohow logging interactions with customers impacts the number of won sales deafs.Which report should the consultant create to meet the requirement?

A. Closed Won Opportunities by Account
B. Closed Won Opportunities with Activities
C. Closed Won Opportunities by the sales team
D. Closed Won Opportunities with Recommendations

Question # 46

A sales manager for one of Cloud Kicks" sales territories is unable to see a forecast for thecurrent quarter.How should the consultant resolve thisissue?

A. Add the sales manager to the Forecasting public group.
B. Configure the date filter on the forecast and assign it to the sales manager.
C. Set the sales manager as the Forecast Manager for this territory.
D. Select the correct forecast on the sales manager's user record.

Question # 47

A consultant has completed the Build and Validate phases of a Sales Cloudimplementationat Cloud Kicks.Which step should the consultant complete next?

A. Upgrade to the latest Salesforce Release.
B. Sign off on the statement of work.
C. Deliver training.
D. Complete a post-mortem.

Question # 48

The salesdirector at Universal Containers wants to ensure that a custom field on the Leadobject is excluded from Einstein Lead Scoring.How should the consultant meet the requirement?

A. Exclude the custom field from all page layouts.
B. Omit the custom field fromthe scoring model.
C. Clear the custom field's values on all records.
D. Make the custom field Read-Only on all profiles.

Question # 49

Universal Containers continues to see substantial growth year-over-year. Outside salesreps think the* territories are too dense to cover adequately. Leadership has decided tomodify the existing safes territories and hire additional staff tomake the account allocationsmore manageable. So the states win change from one territory to two or more smallerterritories. In these instances, accounts will need to be reassigned to new territories.Sales operations wants to review the territory accountassignments and verify the accuracybefore the changes are reflected m Sales Cloud.How should the consultant show sales operations what the data will look like after thechange?

A. Use Tableau to geocode account addresses and display on a territory map.
B. Install the Territory Management Reporting Pack from the AppExchange.
C. Run the updated assignment rules in Planning State and view the accounts on theterritory detail page.
D. Use Data Loader to export the accounts and make updates in Google Sheets.

Question # 50

Cloud Kicks’ global sales operations team has to export reports from Salesforce andmanipulate them in Excel to convert regional deals to the correct currency conversion.Whatare twouse cases for enabling Advanced Currency Management that will allow thecompany to generate accurate reporting directly in Salesforce?Choose 2 answers

A. Adjust currency conversion dynamically based on a given date range.
B. Adjust currency rates on a set schedule.
C. Show deal value in a user's default currency.
D. Implement org-wide reporting that displays deal values appropriately.

Question # 51

Cloud Kicks noticed its data quality has degraded since its initial Sales ‘Cloud Hs ion and isworking with a co to ip a data management plan. The consultant suggested some bestpractices for creating, processing, and maintaining data.Which two areas could be improved by using third-party data enrichment tools?Choose 2 answers

A. Roles and record ownership
B. Validation rules
C. Monitoring changes and updates
D. Naming and formatting

Question # 52

The Cloud Kicks team needs to quickly look up contacts, accounts, and opportunities andeasily log calls from their mobile phones. Due to limited coverage in certain geographicareas, the team wants access to customer information while out of the office and when theyare without an internet connection.Which two steps should the consultant recommend?Choose 2 answers

A. EnableSalesforce Inbox.
B. Enable caching and Offline Edit.
C. Enable Mobile SDK.
D. Download the Salesforce mobile app.

Question # 53

Cloud Kicks has 12 stages m its sales process. The probabilityof winning the sale must beindicated. The sales manager uses sales stages and probability for forecasting. The salesmanager wants a condensed summary of the forecasts without affecting the sales team.Which approach should a consultant recommend to streamline forecast reporting?

A. Create a custom object to be used in forecast reporting.
B. Reduce the number of opportunity stages and report on probability.
C. Align opportunity stages with probability and use collaborative forecasts for reporting.
D. Alignforecast categories to multiple opportunity stages and report on forecast category.

Question # 54

Cloud Kicks uses Salesforce in Lightning Experience to manage business Accounts andPerson Accounts. The sales director wants to associate Person Accounts to businessAccounts and/or Contacts.Which Salesforce featureshould the consultant recommend to meet these requirements?

A. Use a junction object between Accounts and Contacts.
B. Use the Contacts to Multiple Accounts feature.
C. Create a custom lookup from Accounts to Contacts.
D. Create a reverse lookup fromContacts to Accounts.

Question # 55

Multiple sales reps work together to close opportunities at Good Kicks. Management needsto know how much each sales nap receives on opportunities they dose to maintainaccurate quota reports.Which solution should a consultant recommend to meet the requirement?

A. Set the organization-wide sharing default for the Opportunity object to Private.
B. Create custom fields on the Opportunity object for sales reps to enter a creditpercentage.
C. Enable Opportunity Spats and add the Opportunity Splits related list to Opportunity pagelayouts.
D. Enable Opportunity Team Selling and create a report grouped by Opportunity teammember.

Question # 56

Cloud Kicks has hired a consultant to help with its initial Salesforce implementation.Which three steps should the consultant take to help Cloud Kicks get Salesforce up andrunning?Choose 3 answers

A. Define company vision.
B. Finalize integrations.
C. Prioritize goats.
D. Define KPIs.
E. Analyze competitors.

Question # 57

‘Cloud Kicks (CK) needs to comply with GDPR requirements. Personal information islimited to only users who need access to a company's:Account. CK has a private Account model.How should theconsultant provide specific Account access to the renewals and salesoperations teams?

A. Build renewals and sales operations Account team member roles and allocate them tothe appropriate users,
B. Create a criteria-based sharing rule to share Accounts with the sales operations andrenewals public groups.
C. Change the roles of renewals and sales operations team members in the defaultOpportunity team.
D. Create a role-based sharing rule to share all Accounts with the sales operations andrenewals roles.

Question # 58

The sales team at Cloud kicks Cloud has roughly 100 members. The sales director hasrequestedthat newly created reports be shared with the sales team.How should the consultant efficiently share these reports?

A. Create a report folder, add members in a specific profile, and share the Report folder.
B. Create a report folder, add members in a specific Role, and share the Report folder.
C. Create a report folder, add members to a Private Group, and share the Report folder.
D. Create a report folder, add members in a specific Queue, and share the Report folder.

Question # 59

The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants tokeep Account data current.What should the consultant recommend to maintain current Account information?

A. Build a weekly data update from in-house systems to refresh data in Salesforce.
B. Email the contacts and leads to obtain their current information.
C. Enable Automated Account Fields in Setup.
D. Use third-party data to update and add records to Salesforce.

Question # 60

Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount,on Opportunity that allows sales reps to record when they give a discount on anopportunity. CK just added a new business unit to Salesforce. Managers in the newbusiness unit report that their forecasts are accurate but they are unable to see thediscount amount in the Opportunity list in Collaborative Forecasting.What should a consultant do to resolve the issue?

A. Add a new discount field for the new business unit.
B. Check the field level security for the managers' profile.
C. Add the Discount field to the Sales Path for the managers.
D. Use a validation rule to ensure that a discount is entered.

Question # 61

Universal Containers is analyzing data to identify gaps, and wants to know which Accountswith ...opportunities are missing Contacts. Which feature should a consultant recommend to build this report?

A. Custom report type
B. Joined report
C. Cross filter
D. Custom filter

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