CRT-251 Free Sample Questions

InnovateTech, a rapidly growing SaaS company, is experiencing significant forecast inaccuracy. Sales managers are overriding their team's forecasts based on gut feelings, leading to a disconnect between the submitted numbers and the underlying pipeline. The VP of Sales wants to enforce a more data-driven approach, allowing managers to adjust forecasts but requiring them to provide justification and ensuring the original subordinate forecast remains visible for comparison. Which forecasting feature should the consultant recommend?

A global manufacturing firm is implementing Sales Cloud for three distinct divisions: Industrial Machinery, Consumer Electronics, and Medical Devices. Each division has a unique sales cycle, uses different terminology for opportunity stages (e.g., 'Technical Review' vs. 'Clinical Trial'), and needs to capture division-specific data on opportunity records. The consultant needs to design a solution that is scalable and minimizes administrative overhead. Which combination of features is the most effective approach? (Select TWO)

True or False: When Enterprise Territory Management is enabled and a territory assignment rule runs, it will overwrite any manual account-to-territory assignments that have been made.

A consultant is designing a data migration strategy for a new Sales Cloud implementation. The client has 5 million Account records and 15 million related Contact records in their legacy system. The primary requirement is to minimize the downtime required for the final data cutover. The client has a strong technical team capable of managing API-based tools. Which tool should the consultant recommend for loading this volume of data?

HelioEnergy is implementing Sales Cloud and wants to automate the creation of renewal opportunities. When a contract for a 'Subscription' type product is marked as 'Activated,' a new opportunity should be created automatically. This new opportunity should have a close date set to 30 days before the contract's end date and its stage should be 'Qualification.' Which automation tool is the best fit for this declarative requirement?

A sales manager at a software company notices that their team is not consistently logging activities against opportunities, making it difficult to track engagement with key prospects. The manager wants a solution that minimizes manual data entry for reps by automatically syncing emails and events from their Microsoft 365 accounts to the relevant contact and opportunity records in Salesforce. Which productivity tool should the consultant recommend?

During a requirements gathering workshop for an implementation project, a stakeholder insists that the solution must be 'future-proof' and easily adaptable. Another stakeholder is concerned about staying within a tight budget. The consultant must balance these competing priorities. Which two principles should guide the consultant's design strategy? (Select TWO)

QuantumLeap Pharma uses Person Accounts to manage its relationships with individual physicians. They have a private sharing model. A specific physician (Dr. Smith, a Person Account) is working on a major research opportunity with two QuantumLeap sales reps from different teams. How can the consultant grant both reps read/write access to Dr. Smith's record and view access to the related opportunity without changing ownership or altering the organization-wide defaults?

A sales operations manager needs a report to analyze the sales pipeline's health over time. They want to track the total amount in the 'Negotiation' stage on the first day of each month for the past year to identify trends. The standard opportunity pipeline reports only show the current state of the pipeline. What feature should a consultant configure to meet this historical tracking requirement?

A company sells complex subscription-based software. Sales reps often need to create quotes with multiple line items that have different start and end dates, and the revenue should be recognized monthly over the term of each line item. Management needs forecasts to be based on this monthly recognized revenue, not the total opportunity amount. Which Salesforce features must be implemented to support this requirement?