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CRT-251 Practice Questions

Question # 1

Universal Containers has automated the process of creating new account records in Salesforce. All
accounts records created through this process are owned by a generic user. There are now two
million account records that have been created in this manner. Universal Containers is now seeing
performance issues when it makes any changes to account sharing rules.
What can Universal Containers do to address the issue without changing its integration?

A.

Set the organization-wide defaults for accounts to public read/write.

B.

Contact Salesforce support to add an index to the account object.

C.

Ensure that the generic user has the Modify All Data permission.

D.

Ensure that the generic user has NOT been assigned to a role.



D.

Ensure that the generic user has NOT been assigned to a role.



Question # 2

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?

A.

Create is on the opportunity product using an HTML email template.

B.

Create is on the opportunity using a Visualforce email template.

C.

Create is on the opportunity product using a Visualforce email template.

D.

Create is on the opportunity using an HTML email template



B.

Create is on the opportunity using a Visualforce email template.



Question # 3

Universal Containers has a public sharing model for accounts and uses the parent account field to
create a multi-level account hierarchy. When viewing a parent account, the company wants to see
the total value of open opportunities for all accounts in the hierarchy. Which solution should a
consultant recommend to meet this requirement?

A.

Use Apex to update a custom field on the parent account with the total value of open
opportunities form the child accounts.

B.

Create a roll-up summary field on the parent account showing the total value of open
opportunities from the child accounts.

C.

Define a workflow rule to update the custom field on the parent account with the total value of
open opportunities from the child accounts.

D.

Create a link on the account that opens a report showing the total value of open opportunities for
all accounts in the hierarchy



A.

Use Apex to update a custom field on the parent account with the total value of open
opportunities form the child accounts.



Question # 4

Sales management at Universal Containers is concerned that pipeline and forecasting reports are
inaccurate because sales representatives are creating opportunities after they are closed/won.
Which two solutions will help sales management identify and address the issue? Choose two
answers.

A.

Run the opportunity pipeline standard report to view the upcoming opportunities by stage.

B.

Use a workflow rule to email sales management when the opportunity is created in the
closed/won stage.

C.

Create a report that displays opportunities that have a closed date less than or equal to the
created date.

D.

Create a workflow rule that automatically updates the opportunity to the first stage in the sales
process.



B.

Use a workflow rule to email sales management when the opportunity is created in the
closed/won stage.


C.

Create a report that displays opportunities that have a closed date less than or equal to the
created date.



Question # 5

Universal Containers is moving from a legacy customer relationship management (CRM) system to
Salesforce Sales Cloud. What should a consultant recommend to ensure a successful
implementation?

A.

Review the current system with all levels of users to understand their requirements.

B.

Review the current system with executive management to understand their requirements.

C.

Review the current system with IT management to understand their requirements.

D.

Review the current system and configure Sales Cloud to work in the same way.



A.

Review the current system with all levels of users to understand their requirements.



Question # 6

Universal Containers has a large sales department that is dispersed worldwide. Sales managers want
greater visibility into the opportunities in progress with their respective teams and want to receive
email notifications when opportunities reach key metrics ( e.g. progress to a certain stage or reach a
specific probability). However, individuals want to control the frequency of their email notifications.
Which two solutions should a consultant recommend? Choose two answers.

A.

Configure the individual Salesforce for Outlook email settings to control notification frequency.

B.

Configure Chatter Feed Tracking to provide updates for the key metrics the sales managers are
looking for.

C.

Create a report filtering for the desired criteria and individuals subscribe to the report.

D.

Define a workflow rule and email task that is triggered when key fields are updated to new values.



B.

Configure Chatter Feed Tracking to provide updates for the key metrics the sales managers are
looking for.


C.

Create a report filtering for the desired criteria and individuals subscribe to the report.



Question # 7

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.

A.

Report on campaign return on investment (ROI)

B.

Report on the discount approval time for quotes

C.

Dashboard of month-over-month trend of lead conversions

D.

Dashboard of opportunity stage duration



B.

Report on the discount approval time for quotes


D.

Dashboard of opportunity stage duration



Question # 8

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?

A.

Report on leads by source

B.

Campaign dashboard by industry

C.

Report on lead lifetime by industry

D.

Industry performance dashboard



C.

Report on lead lifetime by industry



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