Master Salesforce CRT-251 Exam with Reliable Practice Questions
Upgrade to PremiumUniversal Containers uses Sales Territories and is working with a consultant to reassign Accounts into new territories.
Which attribute of Sales Territories should the consultant consider when developing the new territory model?
Correct : B
In Salesforce Sales Cloud, when working with Sales Territories, a territory model must be activated to view any reassigned accounts. This is because only an active territory model applies the defined territory account assignment rules to assign accounts. While a model is in the Planning state, it allows for setting up and testing, but changes are not applied to live data. Activation finalizes the model and makes the assignments visible and enforceable. This ensures that accounts are correctly reassigned based on the updated rules in the territory model.
For further information, refer to Salesforce documentation on Activating Territory Models.
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The admin at Universal Containers has been getting complaints from sales reps about duplicate leads within Sales Cloud. The admin has already set up a Matching Rule for Leads.
What should the consultant recommend to resolve the issue?
Correct : C
When dealing with duplicate leads, even if a standard Matching Rule is in place, it may not be sufficient if specific custom criteria are needed for identifying duplicates. In Salesforce, it's possible to create custom Matching Rules that use criteria tailored to the business's unique data requirements. Activating a custom Lead Matching Rule ensures that leads are matched based on those specific attributes, which can be more effective at identifying duplicates than the standard rule alone. The consultant should verify that the custom rule is active so it can be used to enforce lead uniqueness.
For details on Matching Rules, see Salesforce's documentation on Setting Up Matching Rules.
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Cloud Kicks (CK) is planning to use Person Accounts to maintain information on its retail customers. CK likes to track connections among customers to capture household relationships, referrals, and so on. One customer can have many relationships.
What should a consultant consider when implementing Person Accounts and supporting many relationships between customers in Salesforce?
Correct : B
When using Person Accounts in Salesforce, the 'Contacts to Multiple Accounts' feature allows for creating connections between Person Accounts, effectively enabling the tracking of indirect relationships such as household relationships and referrals. This feature facilitates linking a single contact (or Person Account) to multiple accounts, which can represent different relationship types. It is particularly suited for Cloud Kicks' need to capture various types of customer relationships, making it more flexible and scalable for relationship tracking among retail customers.
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Universal Containers recently implemented Sales Cloud. Stakeholders want insights into how logging interactions with customers impacts the number of won sales deals.
Which report should the consultant create to meet the requirement?
Correct : C
To understand the impact of logging interactions on won sales deals, a report that includes 'Closed Won Opportunities with Activities' would be most appropriate. This report type allows for insights into how recorded activities (such as calls, emails, and meetings) correlate with opportunities that resulted in closed won deals. By analyzing this data, Universal Containers can identify patterns or trends related to customer interactions and their effect on successful sales outcomes.
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The sales director of retail products at Cloud Kicks wants to allow sales reps to clone orders to avoid repetitive tasks.
Which guideline should a consultant consider when cloning an order with products?
Correct : C
When cloning an order with products, Salesforce enforces guidelines to ensure the cloned order's dates are valid relative to the contract it is associated with. Specifically, the cloned order's start date must be within the contract's start and end dates. This ensures that the cloned order remains aligned with the terms of the contract and is valid for fulfillment under the existing contract constraints. This rule maintains consistency and accuracy in order and contract management.
For more on order and contract management, review Salesforce's Order Guidelines.
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