Salesforce crt-251 practice test

A consultant is beginning a new project with Cloud Kicks to implement collaborative forecasting.
What should the consultant use to gather requirements using an Agile methodology?

• A. Linear process
• B. Quip spreadsheet
• C. User stories
• D. Forecast hierarchy

A sales manager at Cloud Kicks wants the sales team to stay informed about the team's progress in
Quip. Which approach should a consultant recommend?

• A. Use Salesforce Chatter groups and enable access to the sales team.
• B. Utilize Salesforce Notes standalone related list in Lightning Experience.
• C. Connect a document or spreadsheet to a Slack channel.
• D. Use Salesforce Chatter groups and restrict access to the sales team.

Cloud Kicks needs to associate some Contacts with many Accounts. Which solution should a
consultant recommend meeting this requirement?

• A. Use the Contact roles related list on Accounts.
• B. Add a custom Account lookup field on the Contact.
• C. Use the Contact to Multiple Accounts feature.
• D. Add Contact to the partners related list on other Accounts.

The admin at Cloud Kicks needs to understand the adoption of Salesforce Files and multi-factor
authentication.
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.

Northern Trail Outfitters (NTO) has completed its annual planning and wants to
update the territory assignments for all sales reps in its enterprise. NTO understands this can impact
the current year closing due by the end of the quarter. The IT team is also planning a release of the
new incentive management package that will be used by sales reps.
Which two considerations should the consultant consider when deciding on the timing of the
release?
Choose 2 answers

• A. Testing changes to Territory Management and the incentive management package should be completed in a Full Sandbox before releasing to Production.
• B. Changes to Territory Management need to be made in Production directly and can be completed without impacting users.
• C. Installing a new incentive management package along with Territory Management changes may add high risk to the deployment.
• D. Combining the Territory Management changes, and the incentive management package allows for mi faster ramp-up time for users.

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

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

Cloud Kicks is migrating from its current CRM application to Salesforce in phases across various
regions. The current CRM application manages customer and pipeline information that resides in a
legacy back-end application which needs to be migrated to Salesforce.
Which approach should the consultant use for the source data migration?

• A. Migrate all Contacts, then Opportunities, and then Accounts from the legacy back-end application.
• B. Migrate all Accounts, then Contacts, and then Opportunities from the legacy back-end application.
• C. Migrate all Opportunities, and then associate Accounts and Contacts from the current CRM application.
• D. Migrate all Contacts, then Accounts, and then Opportunities from the current CRM application.

Cloud Kicks (CK) frequently has multiple sales reps who collaborate on an opportunity. CK needs
Salesforce to allocate credit to each sales rep to track against a sales quota.
Which Salesforce feature should the consultant use to meet this requirement?

• A. Opportunity Splits
• B. Sales Analytics
• C. Custom Metadata
• D. Collaborative Forecasting

Sales reps at Cloud Kicks (CK) often receive important customer emails they want to record as
activities related to contacts in Salesforce. CK has Office 365, as well as a policy that
prevents users from installing anything directly on their computers.
Which solution should a consultant recommend meeting this requirement?

• A. Salesforce for Outlook
• B. Salesforce Console for Sales
• C. Einstein Activity Capture
• D. Lightning Console for Sales

The Cloud Kicks sales team needs to utilize the Salesforce mobile app feature to view, create, or
update opportunities, but the internet is unavailable on their Android and iOS mobile devices.
Which two actions should the consultant recommend working around the issue?
Choose 2 answers

• A. Enable the connect offline feature in Salesforce.
• B. Enable the system permission to store offline data in Salesforce.
• C. Enable caching in Salesforce.
• D. Enable offline create, edit, and delete in Salesforce.