Precise CRT-251 Testing Material 2021

NEW QUESTION 1
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.

Answer: C

NEW QUESTION 2
Universal Containers’ management wants to see forecast numbers by all sales representatives and by multiple product groups.
Which two actions should a consultant recommend to meet these requirements? (Choose two.)

• A. Implement Collaborative Forecasting with product family.


• B. Build a custom forecast report showing product groups.


• C. Build a forecast list view by product family group.


• D. Implement Collaborative Forecasting with quota attainment.

Answer: AD

NEW QUESTION 3
Universal Containers has enables Advanced Currency Management.
How is the converted amount data reported on a report that spans time periods when the exchange rate was different?

• A. Converted amounts are based on exchange rates that use the oldest entry.


• B. Converted amounts are based on the exchange rates entered in the opportunity.


• C. Converted amounts are based on exchange rates that use the current entry.


• D. Converted amounts are based on the historical exchange rate associated with the close date.

Answer: D

NEW QUESTION 4
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

Answer: A

NEW QUESTION 5
The members of an opportunity team at Universal Containers are working together to close an opportunity. The sales engineer on the team is having trouble keeping up with the active quote. How can the sales engineer identify the opportunity’s active quote?

• A. Reference the last modified date on the quotes.


• B. Reference the synced quote field on the opportunity record.


• C. Reference synced quote history on the opportunity.


• D. Follow the opportunities’ quotes in Chatter.

Answer: B

NEW QUESTION 6
The Universal Containers sales team wants to track product shipments for each of its customers. The shipment tracking information is currently available in a back-end system, which the company plans to integrate with Salesforce. Which set of objects are relevant for this integration?

• A. Opportunity, opportunity product, campaign, custom object-shipment status


• B. Opportunity, opportunity product, custom object-shipment status


• C. Lead, account, opportunity product, custom object-shipment status


• D. Lead, opportunity, product, custom object-shipment status

Answer: B

NEW QUESTION 7
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.

Answer: C

NEW QUESTION 8
What are two capabilities of Data Loader? Choose two answers.

• A. Ability to extract organization and configuration data.


• B. Ability to prevent importing duplicate records.


• C. Ability to export field history data


• D. Ability to run one-time or scheduled data loads

Answer: CD

NEW QUESTION 9
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.)

• A. Need to add notes quickly while talking to the client.


• B. Need to view the caller ID on screen and quickly make calls with one click.


• C. Need to prioritize search results for contacts and opportunities.


• D. Need to chat with customers in real time with Chatter.

Answer: AB

NEW QUESTION 10
A premier customer for Universal Containers needs access to confidential product roadmap information. Which two steps should a sales representative take to securely send this information using content delivery?
Choose two answers.

• A. Remove access to content after a specified date.


• B. Require the customer to enter a password to view the content.


• C. Require the customer to enter a security token to download the content.


• D. Require the recipient to log into Salesforce to access the content.

Answer: AB

NEW QUESTION 11
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.

Answer: C

NEW QUESTION 12
Which two actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? (Choose two.)

• A. Create scheduled dashboard to be sent weekly to all stakeholders.


• B. Ensure the project key performance indicators are profitable.


• C. Acquire the client stakeholder’s key performance indicators.


• D. Establish a stakeholder committee and meeting schedule.

Answer: CD

NEW QUESTION 13
Universal Containers wants to track the campaigns that influence won opportunities.
Which two actions should a consultant recommend to meet this requirement using standard functionality? Choose two answers.

• A. Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.


• B. Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that fails before the opportunity close date.


• C. Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.


• D. Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.

Answer: AC

NEW QUESTION 14
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?

• A. Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers.


• B. Create criteria-based sharing rules to share the accounts and opportunities with sales engineer.


• C. Enable account teams selling and have each sales representative configure their default teams.


• D. Create a trigger to add the sales engineers to their sales representatives’ account and opportunity teams.

Answer: C

NEW QUESTION 15
Universal Containers wants to implement a website for a new product launch. The site should be publicly available, allow visitors to submit requests for information, and be managed by the non-technical marketing team.
Which solution should the consultant recommend?

• A. Lightning Platform


• B. Salesforce Mobile Sites


• C. Lightning Components


• D. Customer Community

Answer: D

NEW QUESTION 16
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?

• A. Create a contact lookup field and an account lookup field.


• B. Create a master-detail account relationship.


• C. Create a custom contact lookup field.


• D. Create a master-detail contact relationship.

Answer: B

NEW QUESTION 17
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

Answer: B

NEW QUESTION 18
Universal Containers does NOT have a direct sales team; its channel partners are responsible for selling and servicing products. Over the past quarter, these has been an increased volume of leads. However, the Vice President of Channels has been receiving many complaints from partners on the poor quality of the leads and has noticed a significant drop in the lead conversion rate. What should a consultant recommend to improve partner satisfaction with the leads being shared?

• A. Assign all leads to the partner channel manager to validate the lead data and manually assign to partners.


• B. Create multiple validation rules to ensure that all fields on the lead record are populated with data.


• C. Create a custom lead score field to assess lead quality and assign the leads that exceed this score to partners.


• D. Use the lead score on the Find Duplicates button and assign the leads with a score in the high category.

Answer: C

NEW QUESTION 19
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.

Answer: C

NEW QUESTION 20
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 answers.

• 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.

Answer: BD

NEW QUESTION 21
Universal Containers is preparing for the launch of its new Sales Cloud implementation to a global user base. With previous sales automation applications, the company had slow adoption of the new solution. Which three Sales Cloud deployment factors should be considered to help ensure adoption? Choose three answers.

• A. Type of training delivered


• B. Sales rep quota targets


• C. Management communications


• D. Maintenance release schedule


• E. Training in local language

Answer: ACE

NEW QUESTION 22
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.

Answer: C

NEW QUESTION 23
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