ベストな準備プランCRT-251試験2025年最新のSalesforce Sales Cloud Consultant無制限192問題
注目すべき時短になるCRT-251オールインワン試験ガイド
質問 # 80
The admin at Cloud Kicks recently implemented Sales Cloud and needs to understand the adoption of Lightning Sales Console.
- A. Open the Lightning Usage App.
- B. Run the Salesforce Optimizer.
- C. Create a custom report.
正解：A
解説：
The Lightning Usage App in Salesforce provides insights into how users are adopting and using the Lightning Experience, including the Lightning Sales Console. It includes metrics such as daily active users, most visited pages, and feature usage. This tool is specifically designed to help administrators and consultants understand adoption patterns and areas that may need attention or additional training.
Reference:
Lightning Usage App Overview
Monitor Adoption with the Lightning Usage App
質問 # 81
A consultant is initiating a Sales Cloud project for Cloud Kicks.
Which essential action should the consultant prioritize to ensure successful implementation and adoption?
- A. Set project milestones and establish key performance indicators (KPIs).
- B. Develop Quality Assurance (QA) testing scripts.
- C. Design end user training plan.
正解：A
質問 # 82
On Lead creation, the Sales Director of Cloud Kicks wants to implement rules to assign lead to the appropriate user. The new record should have the assignee's default record type. Which approach should the Consultant recommend to meet the requirement?
- A. Specify in the Profile settings to take the record type of the assigned.
- B. Specify the Lead Assignment Rules to take the record type of the assigned.
- C. Specify in the User settings to take the record type of the assigned.
- D. Specify in the Lead settings to take the record type of the assigned.
正解：B
質問 # 83
As part of Enterprise Territory management implementation, Cloud Kicks wants the user to manually search for territory in an active territory model and assign to Opportunities. Which approach should the Consultant suggest to meet this requirement?
- A. Create Apex Class code to assign territories to open Opportunities
- B. Update the Profile with the "manage Territory" permission
- C. Enable sharing access to the account to assign any active territory to Opportunities
- D. Use the default Enterprise Territory Management to provide access to assign any active territory to the Opportunity
正解：D
質問 # 84
Cloud Kicks currently supports three business lines within a single Salesforce instance:
Running, Athleisure, and Celebrity Co-Branded. The VP of Atheisure controls a large budget and is often able to re-prioritize business stories and 'shadow projects' into releases ahead of other groups.
This topic comes up frequently and often details the monthly project management meeting, which limits the amount of time available to cover other critical topics.
Which two strategies should the consultant recommend to address these issues?
Choose 2 answers
- A. Create a weekly All-Hands call, including business and technology resources, to review direction and priority of development.
- B. Divide the development team into three units/tracks to support each line of business independently.
- C. Change the project management meeting to weekly, and keep the focus on action items, project risks, and resource requests.
- D. Propose a monthly executive steering committee to manage budget, handle direction questions, and ensure development capacity is split equitably
正解：B、D
解説：
Dividing the development team into three units/tracks can help each line of business have dedicated resources and avoid conflicts or delays in delivering their solutions. This also allows each unit/track to have more autonomy and flexibility in managing their own projects and releases. Proposing a monthly executive steering committee can help align the business and technology stakeholders on the strategic direction, budget allocation, and development capacity of each line of business. This can also help resolve any issues or disputes that arise among different groups and ensure that the development team is not overloaded or underutilized.
質問 # 85
Northern Trail Outfitters (NTO) wants to send out an email promotion on a monthly basis to a list of 50,000 leads. What should a consultant recommend to meet this requirement?
- A. Use an email execution vendor to send emails for marketing campaigns
- B. Use the standard salesforce mass email tool located on the leads tab
- C. Create a lead assignment rule to send the email to the leads monthly
- D. Create an email alert workflow rule to send the email to the leads monthly
正解：A
質問 # 86
The Sales Director at Cloud Kicks wants to prevent users from viewing each other's Opportunities but wants them to check to see that the account already exists prior to creating a new Account.
Which organization-wide default should the consultant recommend?
- A. Set Account to public read only, and Opportunity to public read only.
- B. Set Account and Opportunity to private.
- C. Set Account to public read only, and Opportunity to controlled by parent.
- D. Set Account to public read only, and Opportunity to private.
正解：D
質問 # 87
Sales reps at Cloud Kicks (CK) often receive important customer emails they want to record as activities related to contacts in Salesforce. CK has Office 365, as well as a policy that prevents users from installing anything directly on their computers.
Which solution should a consultant recommend meeting this requirement?
- A. Einstein Activity Capture
- B. Lightning Console for Sales
- C. Salesforce Console for Sales
- D. Salesforce for Outlook
正解：A
解説：
Explanation
Einstein Activity Capture is a Salesforce feature that automatically syncs emails and events from Office 365 (or Gmail) to Salesforce. Users do not need to install anything on their computers, as the feature works in the cloud. Users can also choose which emails and events to sync, and relate them to contacts, accounts, opportunities, or other records in Salesforce. Einstein Activity Capture can help users save time and keep track of their customer interactions. Verified References: [Einstein Activity Capture]
質問 # 88
Universal Containers is migrating data from a legacy system into Salesforce.
Which two considerations should a consultant take into account when importing Campaign Members?
Choose 2 answers
- A. Leads, Contacts, and Business Accounts can be Campaign Members.
- B. The Marketing User feature license must be assigned.
- C. The Status of the Campaign Member is optional.
- D. The Campaign ID is required in the import file.
正解：B、D
質問 # 89
Cloud Kicks is implementing Sales Territories for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories.
What should the consultant recommend?
- A. Assign a role for each manager in the user role hierarchy.
- B. Include the Forecast Manager field on the Account page layout.
- C. Assign a Forecast Manager to each region.
正解：C
質問 # 90
Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned.
Which solution should the consultant recommend when CK sets up the new account process?
- A. Assign the Modify All Data permission to the user.
- B. Place the user in a separate role at the highest level of the role hierarchy.
- C. Add the user to a separate role at the lowest level of the role hierarchy.
正解：C
解説：
Adding the user to a separate role at the lowest level of the role hierarchy ensures that the manual reviewer does not inadvertently gain access to other users' accounts through role hierarchy-based sharing rules. This setup confines the user's access to only those records explicitly assigned to them, maintaining data security and ensuring proper access control.
Reference:
Role Hierarchy Best Practices
Managing User Permissions
質問 # 91
Cloud Kicks has recently hired a new inside sales team. Management wants to ensure that steps in the sales process are clear and adhered to by the team. Each step must have clear guidelines, support materials, and coaching tips.
What should the consultant recommend to support the new sales team and management?
- A. Create a Path on the Opportunity object.
- B. Create Validation Rules on the Opportunity Stage field.
- C. Create a flow paired to each of the Opportunity stages.
正解：A
解説：
To ensure that steps in the sales process are clear and adhered to by the new inside sales team, the consultant should recommend creating a Path on the Opportunity object. Salesforce Path provides a visual representation of the stages in a business process. It allows administrators to define key fields, guidance for success, and specific steps that need to be completed at each stage. This feature is ideal for providing clear guidelines, support materials, and coaching tips for each step of the sales process, helping sales teams stay on track and adhere to best practices.
質問 # 92
Cloud Kicks (CK) is migrating Account and Contact information from a legacy CRM system into Salesforce using Data Loader. Accounts in the legacy system have a unique ID field that is used to related Contacts to Accounts in the legacy system, CK wants to automatically match these Contacts to the relevant Accounts when loading Contacts into Salesforce.
What should a consultant recommend to meet the requirement?
- A. Create External ID on Contact.
- B. Create Mater-Detail on Contact.
- C. Create Master-Detail on Account.
- D. Create External ID on Account.
正解：D
質問 # 93
Northern Trail Outfitter has created a Complaints custom object related to Accounts. Due to the sensitive nature of these records, the object's visibility has been set to Private. A dedicated subnet of support users who will work on these items has been added to a Complaints Specialist public group. Only users within the Complaints Specialist public group should be able to view and edit any Compliant record.
Which two options should a consultant recommend to meet the requirements? Choose 2 answers
- A. Uncheck the Grant Access Using Hierarchies checkbox in Sharing Settings for the Complaints object.
- B. Create a catena-based sharing rule that grants Read/Write access to the Complaints Specialist public group.
- C. Use Apex managed sharing to grant record access to users In the Complaints Specialist public group and restrict manager visibility.
- D. Set the Complaint object's default visibility to allow only the users in the Complaints Specialist group to access the records.
正解：A、B
質問 # 94
Cloud Kicks has a Web-to-Lead form on its website. Following an update to the form to add new picklist values, some leads are routing to the default lead owner.
What should the consultant validate when troubleshooting the issue?
- A. The picklist values are part of Lead assignment rule criteria.
- B. A new web-to-lead form needs to be created to reflect the new picklist values.
- C. Picklist values are included in only one rule entry.
正解：A
質問 # 95
Sales reps want to review pricing on historical contracts when working on new opportunities at Cloud Kicks. Contracts are created from the Account page. Sales reps need to view all contracts for the Account on the Opportunity record.
What should a consultant Implement to meet the requirement?
- A. Build a custom Opportunity lookup field to Contracts with an Account dependency filter and make it editable.
- B. Create an object-specific action to create a Contract record from the Opportunity page layouts used by sales.
- C. use the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page.
- D. Add the Contracts related list to each of the Opportunity page layouts used In the sales record types.
正解：C
解説：
Using the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page is the best way to meet the requirement of viewing all contracts for the Account on the Opportunity record. A Related List - Single component is a Lightning component that shows a single related list of records from another object on a record page. A Contract is a record that represents an agreement between an Account and an organization for products or services sold or delivered by an organization. By using the Related List - Single component to display the Account's Contracts on the Opportunity Lightning page, sales reps can easily see all contracts for the Account related to an Opportunity without having to navigate to another page or create another lookup field.
質問 # 96
At Cloud Kicks (CK), each sales rep is assigned a sales ops specialist and a sales engineer. CK wants to ensure that the assignedsales ops specialist and sales engineer have appropriate access to Accounts and Contacts. The organization-wide defaults (OWD) for Contact are set to 'Controlled by Parent'.
Which solution should the consultant recommend to share Contacts?
- A. Change the Contact OWD to Private and create sharing rules to grant visibility.
- B. Add the Sharing button to the page layout so sales reps can share Contacts.
- C. Set up Account Teams with defaults for each sales rep.
正解：C
解説：
By setting up Account Teams, Cloud Kicks can ensure that both the sales ops specialist and the sales engineer have appropriate access to Accounts and Contacts. With Account Teams, different team members can have specific roles, and visibility can be automatically shared based on these roles.
Account Teams for Role-Based Access: This feature allows for predefined roles and access levels, enabling seamless sharing of Accounts and their related Contacts among assigned team members.
Controlled by Parent for Contact OWD: Since Contacts are controlled by parent (Account) access, assigning Account Team roles will automatically extend appropriate access to related Contacts as well.
Option A (Sharing button) would require manual sharing by each rep, and Option C (changing OWD) does not directly address the need for role-based access. For further information, see Salesforce Account Teams documentation.
質問 # 97
Cloud Kicks (CK) wants to ensure Opportunity are associated with the relevant marketing Campaign In the past, CK has struggled to evaluate marketingCampaign ROI.
Which process improvement should the consultant recommend?
- A. Ensure the Type field on Opportunities reflects the Campaign source.
- B. Ensure theOpportunity is associated with an Account record.
- C. Validate that the Primary Campaign Source field on Opportunity records is populated.
- D. Leverage the Probability(%) field on Opportunities to forecast revenue.
正解：D
質問 # 98
Cloud Kicks (CK) plans to implement Advanced Currency Management for its Salesforce implementation. CK has Roll-up Summary fields on the Account and Opportunity.
What should CK consider when enabling Advanced Currency Management in its Salesforce org?
- A. Account Roll-up Summary fields will update from the Opportunity object.
- B. Dated exchange rates are used in Opportunity forecasting or currency fields in other types of reports.
- C. Account cross-object formulas always use the dynamic conversion rate for currency conversion.
- D. Opportunity Roll-up Summary fields will update from the Opportunity Line Item object.
正解：A
解説：
Account Roll-up Summary fields will update from the Opportunity object is something that Cloud Kicks should consider when enabling Advanced Currency Management in its Salesforce org. A Roll-up Summary field is a field that calculates values from related records, such as count, sum, min, max, etc.
Advanced Currency Management is a feature that allows users to enable dated exchange rates and track historical exchange rates in Salesforce. By enabling Advanced Currency Management, Cloud Kicks can use dated exchange rates to convert currency amounts based on specific dates or ranges of dates. When using dated exchange rates, Account Roll-up Summary fields will update from the Opportunity object based on the close date of the opportunities, regardless of whether the opportunities are open or closed.
質問 # 99
During the last requirements meeting. Cloud Kicks team members said they will be taking the next week off to attend a conference.
What should a consultant do in response to this news?
- A. Ask the client to sign off on requirements and start the build.
- B. Update the project plan and communicate it to stakeholders.
- C. Set up two requirements workshops for the following week.
- D. Update the solution design while the team is out of the office.
正解：B
質問 # 100
Each product engineer at Cloud Kicks supports a specific product line. There are five product lines. While sales reps sell all of the company's product lines, sales management wants the appropriate product engineer to be able to automatically view any new Opportunity for their particular product line with Read-Only rights.
What should the consultant do to meet the requirement?
- A. Enable Default Opportunity Teams for the Opportunity.
- B. Create criteria-based opportunity sharing rules for each product line.
- C. Enable Default Account Teams for each product line.
正解：B
解説：
Criteria-based sharing rules allow for automatic sharing of records based on specific criteria, such as product line in this case. By setting up opportunity sharing rules based on the product line, each product engineer can be granted Read-Only access to opportunities that match their assigned product line, ensuring they have visibility into relevant opportunities without manual updates or intervention.
Default Account Teams and Default Opportunity Teams are used to automatically assign predefined teams to records but do not inherently allow for automated sharing based on specific criteria like product lines. These options would also require manual updates to ensure that the correct engineers are assigned, which is less efficient than using criteria-based sharing.
Salesforce Documentation Reference:
Set Up Opportunity Sharing Rules
Opportunity Sharing and Criteria-Based Sharing Rules
質問 # 101
Northern Trail Outfitters allows its sales representatives to negotiate up to a 10% discount for their opportunities. Discounts greater than 10% must be sent to their Regional Sales Manager (RSM) for approval.
Discounts greater than 15% must also be sent to the Regional Vice President (RVP) for approval.
Which approach would satisfy these requirements?
- A. Create two approval processes, one for the RSM and one for the RVP.
- B. Configure a workflow approval task and email to notify the RSM and RVP.
- C. Create a two-step approval process for the RSM and RVP as approvers.
- D. Configure an approval process for the RSM and a workflow rule for the RVP.
正解：C
質問 # 102
Universal Containers is realigning sales territories and needs to update ownership across its 400,000 accounts.
The organization-wide default for Accounts is Private.
Which two factors should the consultant consider when updating the sales territories and Account owners?
Choose 2 answers
- A. The organization-wide default should be set to Public before the update can be performed.
- B. The team can defer sharing calculations to decrease the risk of lock errors during the data update.
- C. The Salesforce Platform can update up to 200 accounts at a time.
- D. The data update will cause sharing recalculations and should be completed during off-peak hours.
正解：B、D
解説：
* The data update will cause sharing recalculations and should be completed during off-peak hours and the team can defer sharing calculations to decrease the risk of lock errors during the data update are two factors that should be considered when updating the sales territories and Account owners for 400,000 accounts with Private organization-wide defaults. Sharing recalculations are processes that update record access based on changes to sharing settings or ownership. Off-peak hours are times when there is less user activity or system load on Salesforce. Deferring sharing calculations is an option that allows users to postpone or schedule sharing recalculations for later times instead of running them immediately. Lock errors are errors that occur when two or more processes try to access or modify the same record at the same time.
* By considering these two factors, Universal Containers can ensure that the data update is performed efficiently and effectively without affecting user experience or data integrity. By completing the data update during off-peak hours, Universal Containers can avoid impacting user performance or availability during peak hours when there is more user activity or system load on Salesforce. By deferring sharing calculations, Universal Containers can reduce the risk of lock errors during the data update by running them at a later time when there is less concurrent access or modification of records.
質問 # 103
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