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CRT-251 Exam Topics and Domains
CRT-251 is organized into 10 weighted domains. Expect to work with Contracts, Opportunity Stages, Advanced Currency Management, Bulk API, and more.
Industry Knowledge
Sales Metrics and KPIs
Explain the factors that influence sales metrics, KPIs and business challenges
Common Sales Processes
Explain common sales processes and key considerations
Implementation Strategies
Consulting Engagement Lifecycle
Given a scenario, determine how to facilitate a successful consulting engagement (plan, gather requirements, design, build, test, and document)
Deployment Considerations
Given a scenario, determine appropriate sales deployment considerations
Measuring Implementation Success
Given a scenario, measure the success of a Sales Cloud implementation project
Sales Cloud Solution Design
End-to-End Sales Process Design
Given a set of requirements, design an end-to-end sales process from lead to opportunity to quote to close to order
Solution Design Trade-offs
Given a scenario, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs
Lead Conversion Process
Given a scenario, identify an appropriate approach when designing the lead conversion process
Sales Process Implementation
Describe the implementation considerations when designing a sales process (validation rules, process builder, automation, record types, page layouts, workflow, Flow and triggers)
Custom Development and Third-Party Apps
Given a scenario, determine when it is appropriate to include custom application development or a third-party application
Account and Opportunity Teams
Describe the appropriate uses cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting
Enterprise Territory Management
Explain the capabilities and use cases for Enterprise Territory Management
Orders Implementation
Explain the capabilities, use cases and design considerations when implementing Orders
Salesforce Mobile Applications
Explain the capabilities, use cases and design considerations of Salesforce mobile applications pertinent to the sales process
Marketing and Leads
Marketing Capabilities
Explain how marketing capabilities support the sales process
Lead Scoring and Qualification
Given a scenario, recommend appropriate methods for lead scoring and criteria for lead qualification
Lead Data Quality
Explain the best practices for managing lead data quality
Account and Contact Management
Social Accounts and Contacts
Identify use cases and design considerations for social accounts and contacts
Ownership and Visibility
Explain how the ownership of account and contact records drive visibility of related sales information such as opportunities, activities, etc.
Account-Contact Relationships
Explain the various methods for establishing relationships between accounts and contacts
Account Hierarchy
Explain the impact of having an account hierarchy
Data Enrichment
Explain the methods for populating and maintaining account and contact data using data enrichment tools
Person Accounts
Explain the use cases and implications for implementing person accounts
Opportunity Management
Sales Process Scenarios
Given a set of requirements, determine how to support different sales process scenarios
Stages, Forecast, and Pipeline
Given a scenario, determine the relationships between sales stages, forecast and pipeline
Opportunity Relationships
Describe the relationships between opportunities to assets, product line items and schedules, price books, quotes, contracts, campaigns, etc.
Forecasting Solutions
Given a set of requirements, determine the appropriate forecasting solution
Multi-Currency Impact
Describe the impact of multi-currency on opportunities
Sales Productivity
Productivity Features and Adoption
Given a scenario, determine the key features that help to enable and measure sales productivity and adoption
Email and Productivity Tools
Identify use cases and considerations for using email and productivity tools
Mobile Productivity
Given a scenario, identify the appropriate mobile solution to improve sales productivity
Chatter Collaboration
Describe how Chatter enables collaboration in the sales process
Content vs. Files
Explain the use cases and best practices for using Content vs. Salesforce Files in the sales process
Communities and Site Management
Communities for Sales
Explain the use cases for Communities and sites in the sales process (Customer, Partner, Ideas, Force.com Sites, etc.)
Community Impact
Identify the impact of enabling Communities
Sales Cloud Analytics
Reports and Dashboards
Given a set of desired metrics, determine the appropriate report, dashboard or reporting snapshot solution
Multi-Currency Reporting
Describe the implementation considerations of multi-currency on reports and dashboards
Integration and Data Management
Common Integrations
Explain the use cases and considerations for integrations common to Sales Cloud implementations
Data Migration
Explain the use cases and considerations for data migration in Sales Cloud
Large Data Volumes
Given a scenario, analyze the implications and design considerations of large data and transaction volumes
How do I earn this certification?
Passing CRT-251 earns the Salesforce Certified Sales Cloud Consultant certification. It sits in the Sales Cloud track.
- CRT-261 - Salesforce Certified Service Cloud Consultant
- CRT-250 - Salesforce Certified Marketing Cloud Consultant
- CPQ-211 - Salesforce Certified CPQ Specialist Advanced Sales Cloud capability for Configure, Price, Quote
- CTA - Salesforce Certified Technical ArchitectHighest level of Salesforce certification; requires multiple certifications including consultant-level
- B2B-Commerce-Developer - Salesforce Certified B2B Commerce Developer Advanced commerce capabilities for B2B sales
- ADM-211 - Salesforce Certified Advanced AdministratorDeepens administrative and automation expertise, complements consulting skills
- PD1 - Salesforce Certified Platform App BuilderAdds application development skills to enhance solution design capabilities
- PD2 - Salesforce Certified Platform Developer ITechnical development skills for customization and integration
- CRT-261 - Salesforce Certified Service Cloud ConsultantExpands consulting expertise to Service Cloud for full customer lifecycle
- Experience-Cloud-Consultant - Salesforce Certified Experience Cloud ConsultantAdds partner and customer portal expertise for extended sales ecosystems
- Data-Cloud-Consultant - Salesforce Certified Data Cloud ConsultantModern data integration and analytics capabilities
Practice with Precision
The PlanetCert Simulator mirrors the real exam environment with authentic questions and timed pressure.
How to study for this exam?
The most effective way to prepare for CRT-251 is by using the PlanetCert Simulator to practice questions and review detailed explanations.
What's changed on this exam?
- ACTIVE
- Last content update: 2024-06-15
- Agentforce 2.0 Expected to appear in future exam updates as adoption grows • Release date: 2024-12-17
- Einstein Trust Layer Current Security and AI governance now critical for consultant knowledge • Release date: 2024-10-01
- Einstein Automated Contacts Legacy (Retiring) Being replaced by Automatic Contact Creation • Release date: Retiring February 2025
- Collaborative Forecasts Current Core exam topic with regular enhancements • Release date: Ongoing updates
- Enterprise Territory Management 2.0 2.0 Advanced topic frequently tested in exam scenarios • Release date: Current
Who should take this exam?
This exam is typically taken by Salesforce Consultants and Business Analysts.
- 2-5 years of experience as a senior business analyst
- Experience with the full project lifecycle of Sales Cloud implementations
- Hands-on experience implementing Sales Cloud solutions
- Experience in a customer-facing consulting role
- Deep knowledge of Salesforce product lines
- Understanding of Internet technologies and cloud computing
- Familiarity with software development life cycle