Renovate CRT-251 Pack 2021

NEW QUESTION 1
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 2
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 3
Universal Containers requires its sales representatives to go through an internal certification process to sell certain groups of products.
Which two actions prevent a sales representative from adding these products to opportunities if they are NOT certified to sell them?
Choose two answers.

• A. Use a validation rule on opportunity products to prevent them from adding products marked as required certification if they are NOT certified.
• B. Use a validation rule on products marked as requiring certification to prevent them from being added to an opportunity.
• C. Use a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified.
• D. Use a separate price book for the products requiring certification and only share the price book to users who are certified.

Answer: AD

NEW QUESTION 4
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 5
Universal Containers acquires sales leads each year through trade shows. Occasionally, duplicate leads are generated when the marketing team imports leads that already exist in the system. What should a consultant recommend to prevent duplicate leads in the system?

• A. Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported.
• B. Upload the leads and click the “Find Duplicates” button for each of the leads to identify potential duplicate lead records.
• C. Upload the leads using Data Loader and enable the “Find Duplicates” setting to prevent duplicate records.
• D. Upload the leads using Data Import Wizard and select the appropriate field to match duplicates against existing records.

Answer: D

NEW QUESTION 6
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.

Answer: A

NEW QUESTION 7
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 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

Answer: C

NEW QUESTION 9
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 10
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 11
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 12
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 13
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 14
Universal Containers’ current solution for managing its forecasts is cumbersome. The sales managers do NOT have visibility into their teams’ forecasts and are NOT able to update the forecasts. As a result, the managers are continually asking their sales representatives to provide updated forecast data via email or phone. Which two solutions should a consultant recommend to help Universal Containers improve the management of their forecasts? Choose two answers.

• A. Enable override forecast permission in the Manager’s profile.
• B. Configure weekly customized forecast reports and dashboards to be emailed to sales management.
• C. Create a forecast hierarchy and assign managers to the forecast manager role.
• D. Create forecast Chatter groups where sales representatives can post and share their forecasts.

Answer: AC

NEW QUESTION 15
Universal Containers wants to improve the accuracy of its current sales forecast. It also wants to improve the relevance of its sales stages and the role they play in the sales process.
How should the relationship between the various elements of the sales process be defined to meet these requirements?

• A. Map sales probability values to forecast categories; assign sales stages accurate percentages.
• B. Map forecast probability to opportunity probability; assign appropriate sales stage.
• C. Map appropriate sales stage to opportunity stage; assign accurate forecast probability.
• D. Map opportunity stages to forecast categories; assign accurate probability to each stage.

Answer: D

NEW QUESTION 16
Universal Containers recently completed the implementation of a new Sales Cloud solution. The stakeholder committee believes that sales user adoption is best measured by the number of daily logins. Which two measures of sales user adoption should be considered? Choose two answers.

• A. Number of reports exported to Excel for analysis
• B. Number of neglected opportunities over time by role
• C. Completeness of records entered into the new system
• D. Overall effectiveness of mass email campaigns

Answer: BC

NEW QUESTION 17
Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met?

• A. Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two field for conversio
• B. Use a trigger to update the Contact field with the Account value.
• C. Create a custom field on the Lead and Account object
• D. Create a custom formula field on the Contact object to pull the value from the Account object.
• E. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversio
• F. Create a custom formula field on the Contact object to pull value form the Account object.
• G. Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversio
• H. Create a custom formula field on the Account object to pull value form the Contact object.

Answer: C

NEW QUESTION 18
Which three considerations should be addressed when implementing Advanced Currency Management? (Choose three.)

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

Answer: BCD

NEW QUESTION 19
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 20
Universal Containers needs to show a dashboard with forecast by product family with quotas. Which solution should a consultant recommend?

• A. Build a joined report with closed opportunities, forecasting items, and quotas.
• B. Customize quotas with product report, and add necessary fields.
• C. Build a custom report type with forecasting quotas and forecasting items.
• D. Create an analytic snapshot to capture the opportunity forecast.

Answer: D

NEW QUESTION 21
Resellers for Universal Containers need access to reports in the Partner Communities to help manage their opportunities.
How should Salesforce be configured to give resellers the correct level of access to reports?

• A. Create the appropriate list views and report folders in the Partner Communities for all partner users.
• B. Create a new tab in the Partner Communities to display the appropriate list views and report folders.
• C. Create a Chatter group that allows partners to post links to appropriate list views and reports.
• D. Create the appropriate list views and report folders, and share with all partner users.

Answer: D

NEW QUESTION 22
The marketing department at Universal Containers is migrating from its legacy campaign and email management system to Salesforce and wants to ensure that its communication materials can be migrated as well. What should a consultant recommend to migrate the marketing department’s email templates?

• A. Enable Email-to-Close and use the Import Wizard.
• B. Create an email template change set or use the Lighting Platform.
• C. Manually recreate the email and mail merge templates in Salesforce.
• D. Enable Email to Salesforce before sending email templates to Salesforce.

Answer: C

NEW QUESTION 23
The Universal Containers credit department uses a third-party application for credit ratings. Credit department managers need to launch an external web-based credit application from a customer’s account record in Salesforce. The application uses a credit ID on the account object. What should a consultant recommend to meet this requirement?

• A. Create a workflow rule to launch the product fulfillment application and pass the credit ID.
• B. Create a custom button that calls an Apex trigger to launch the credit application and pass the credit ID.
• C. Create a formula field that uses the hyperlink function to launch the credit application and pass the credit ID.
• D. Create a custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID.

Answer: C

NEW QUESTION 24
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 25
Universal Containers has a private sharing model and wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team.
How can the documents be shard efficiently and securely?

• A. The documents should be uploaded to Salesforce Files and shared with the field sales organization.
• B. The documents should be emailed to the sales team on the opportunity record.
• C. The documents should be uploaded to Salesforce Files from the opportunity record.
• D. The documents should be uploaded to a library that is shared with the field sales organization.

Answer: A

NEW QUESTION 26
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