CRT-251 Free Practice Test

Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a desiccated sales engineer. The sales engineer will need access to their assigned sales representatives’ accounts and opportunities.
What should a consultant recommend to meet this requirement?

1. A. Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers.
2. B. Create criteria-based sharing rules to share the accounts and opportunities with sales engineer.
3. C. Enable account teams selling and have each sales representative configure their default teams.
4. D. Create a trigger to add the sales engineers to their sales representatives’ account and opportunity teams.

Correct Answer: C

Universal Containers wants to improve sales productivity in inside sales and is has been advised to consider Salesforce Console for Sales.
Which two use cases justify this recommendation? (Choose two.)

1. A. Need to add notes quickly while talking to the client.
2. B. Need to view the caller ID on screen and quickly make calls with one click.
3. C. Need to prioritize search results for contacts and opportunities.
4. D. Need to chat with customers in real time with Chatter.

Correct Answer: AB

The management at Universal Containers noticed the lead conversion ratio has remained the same for the hospitality industry despite an increase in lead creation.
Which reporting tool can help determine the issue?

1. A. Report on leads by source
2. B. Campaign dashboard by industry
3. C. Report on lead lifetime by industry
4. D. Industry performance dashboard

Correct Answer: C

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?

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

Correct Answer: D

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 answers.

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

Correct Answer: BC