CRT-251 Free Practice Test

Universal Containers wants to prevent sales users form modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However, sales directors must be able to edit these opportunity fields in case last minute updates are required.
Which solution should a consultant recommend?

1. A. Modify the profile for sales directors to enable the “Modify All” object permission for opportunities.
2. B. Change the field-level security for sales representatives to restrict field access based on the sales stage.
3. C. Create a validation rule to enforce field access based on the sales stage and a custom permission.
4. D. Create a workflow rule to enable field access for sales directors based on the sales stage.

Correct Answer: C

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?

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

Correct Answer: B

Which three considerations should be addressed when implementing Advanced Currency Management? (Choose three.)

1. A. Currency roll-up summary fields from opportunities to an account use the static conversion rate.
2. B. Currency roll-up summary fields from opportunity products to an opportunity use the dated exchange rate.
3. C. The converted amount of an opportunity uses dated exchange rates based on the close date of the opportunity.
4. D. Advanced Currency Management can be enabled or disabled in the organization under the company profile, if needed.
5. E. Advanced Currency Management dated exchange rate are automatically updates in a monthly basis.

Correct Answer: BCD

Universal Containers has a customer base that includes both individual consumers and businesses. The company has implemented Person Accounts in Salesforce and has a custom object for “Policies” that needs to relate to both Person Accounts and business accounts.
What is the minimum configuration on the policy custom object needed to meet this requirement?

1. A. Create a contact lookup field and an account lookup field.
2. B. Create a master-detail account relationship.
3. C. Create a custom contact lookup field.
4. D. Create a master-detail contact relationship.

Correct Answer: B

The sales management team of Universal Containers has noticed that opportunities are taking longer to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. Which two reporting tools can the sales management team leverage to help determine the cause? Choose two answers.

1. A. Report on campaign return on investment (ROI)
2. B. Report on the discount approval time for quotes
3. C. Dashboard of month-over-month trend of lead conversions
4. D. Dashboard of opportunity stage duration

Correct Answer: BD