CRT-251: Salesforce Certified Sales Cloud Consultant (SU18) Exam | Practice Test / Quiz / MCQs

1. 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?

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

2. A consultant has created a custom formula field on Opportunity that multiples the Opportunity Amount by the Account’s Discount field. Which Currency will the formula field use for its value if the Opportunity and the Account records have different Currencies?

The Corporate currencyThe Opportunity currencyThe Account currencyThe User currency

3. Universal Containers uses a custom object named “Analysis”, which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones. What should a consultant recommend to meet this requirement?

Create a custom object tab.Create a Visualforce page.Create a related list button.Create an Action.

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?

Converted amounts are based on exchange rates that use the current entry.Converted amounts are based on exchange rates that use the oldest entry.Converted amounts are based on the exchange rates entered in the opportunity.Converted amounts are based on the historical exchange rate associated with the close date.

5. 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?

Review the current system with executive management to understand their requirements.Review the current system with IT management to understand their requirements.Review the current system and configure Sales Cloud to work in the same way.Review the current system with all levels of users to understand their requirements.

6. 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?

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

7. Universal Containers’ management wants to see forecast numbers by all sales representatives and by multiple product groups. Which two actions should a consultant recommend to meet these requirements? (Choose two.)

Opportunity, opportunity product, campaign, custom object-shipment statusOpportunity, opportunity product, custom object-shipment statusLead, account, opportunity product, custom object-shipment statusLead, opportunity, product, custom object-shipment status

8. Universal Containers wants to prevent sales users form modifying certain opportunity fields when the sales stage has reached Negotiation/Review. However, sales directors must be able to edit these opportunity fields in case last minute updates are required. Which solution should a consultant recommend?

Create a workflow rule to enable field access for sales directors based on the sales stage.Change the field-level security for sales representatives to restrict field access based on the sales stage.Create a validation rule to enforce field access based on the sales stage and a custom permission.Modify the profile for sales directors to enable the “Modify All” object permission for opportunities.

9. Universal Containers sells products that require frequent collaboration with the same team of individuals who play a key role in closing deals. The lead sales representative determines the level of access for each of the collaborating team members on an opportunity. Which solution should a consultant recommend to facilitate the collaboration of the lead sales representative and team members?

Create public groups for extended team members and allow the sales representative to assign manual sharing on their opportunities.Enable Chatter to have the lead sales representative facilitate collaboration through sales team swarming.Define a sharing rule for each lead sales representative to assign appropriate access for all extended team members.Configure default opportunity teams for all lead sales representatives with team selling enabled.

10. What is the recommended approach to relate a Person Account to another Account?

Add the Person Account to the Account owner’s default team.Add the Person Account to the Partners Related List.Add the Person Account to the Account Team.Add the Person Account to the Contact Roles.

11. What are two capabilities of Data Loader? (Choose two.)

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

12. 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?

Create a contact lookup field and an account lookup field.Create a custom contact lookup field.Create a master-detail contact relationship.Create a master-detail account relationship.

13. Universal Containers is devising a separate sales methodology to upsell service contracts to its existing customer base. The company wants to track and report on these deals separately from other deals. What should a consultant recommend to meet this requirement?

Add “upsell” as a stage and create a summary by opportunity stage.Create a custom field on opportunity to flag and report on these sales.Create an opportunity record type and sales process for reporting on these deals.Create a separate page layout and report to flag and report on these deals.

14. A marketing department that runs many concurrent campaigns has specified that the influence timeframe for a campaign is 60 days. What is the impact on the campaign influence for opportunities when a contact is associated to an opportunity in a contact role?

Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.All campaigns created within the last 60 days will be added to the campaign influence related list.All contacts associated with campaigns will be added to the campaign influence related list.Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report.

15. Universal Containers plans to implement lead management functionality for channel sales representatives who need to push pre-qualified leads to their partners. Partners need the ability to access and update the leads assigned to them. Which solution should a consultant recommend for this scenario?

Create a customized site where partners can self-register and access their leads.Add the leads tab to the Partner Community and configure partner profiles to access leads.Configure a separate leas record type and page layout for the Partner Community.Create a task for a partner when a new lead is created and assign the task to the partner in the Partner Community.

16. 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?

Lead, account, opportunity product, custom object-shipment statusOpportunity, opportunity product, campaign, custom object-shipment statusLead, opportunity, product, custom object-shipment statusOpportunity, opportunity product, custom object-shipment status

17. Which two actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? (Choose two.)

Create a custom contact lookup field.Create a master-detail contact relationship.Create a contact lookup field and an account lookup field.Create a master-detail account relationship.

18. Universal Containers uses PDF documents to help the Sales Team learn about new Products. Which feature should a Consultant recommend to store these documents?

File SyncFile Contact for SharePointSalesforce FilesAttachments

19. 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?

Configure an approval process for the RSM and a workflow rule for the RVP.Configure a workflow approval task and email to notify the RSM and RVP.Create two approval processes, one for the RSM and one for the RVP.Create the two-step approval process for the RSM and RVP as approvers.

20. Sales management at Universal Containers wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers. Which two solutions should a consultant recommend to help product managers engage in sales deals? (Choose two.)

Add the Person Account to the Account owner’s default team.Add the Person Account to the Partners Related List.Add the Person Account to the Contact Roles.Add the Person Account to the Account Team.

21. Universal Containers is planning to implement Salesforce Sales Cloud to support its professional services division. The Universal Containers sales team wants to easily see customer purchasing activity on account, contact, and contact detail pages. What should a consultant recommend to meet this requirement?

Create a custom object related to the account, contact, and contract objects.Enable Salesforce Console for Sales to see customer purchasing activity.Create a global publisher action to view all customer purchasing activity.Enable the Orders object in Salesforce to track customer purchases.

22. Universal Containers forecasts and closes business monthly, and it needs to store details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month. What should a consultant recommend to meet this requirement?

Schedule a custom forecast report to run daily and store the results in a custom report folder.Create a reporting snapshot to run daily and store the results in a custom object.Schedule a custom forecast report to run weekly and store the results in a custom report folder.Create a reporting snapshot to run weekly and store the results in a custom object.

23. Universal Containers uses a seven-step selling methodology. Each sales stage corresponds with a step in the methodology. The first stage is a preliminary qualification step, and opportunities in this stage should NOT contribute to the forecast. Which two actions should a consultant recommend to meet these requirements? (Choose two.)

Create different record types and sales processes for each line of business, and assign different stages to each page layout.Create different record types and sales processes for each line of business, and assign different sales processes to each page layout.Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.Create different record types and sales processes for each line of business, and assign different page layouts to each record type.

24. Universal Containers has a customer base of over 15,000 Accounts and 60,000 Contacts. The marketing manager wants to use the customer data for an upcoming new product launch but is concerned contacts may have moved to different companies. What should a consultant recommend to ensure customer data is accurate?

Use a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts.Create a workflow rule to mass email the contacts and capture any email bounces.Create a workflow rule for an account and contact owner to confirm contact data.Use a data enrichment tool to verify account and contact data is up-to-date.

25. Universal Containers has set the organization-wide default to public read-only for accounts, contacts, and opportunities. Activities are set to be controlled by the parent. The ABC Corporation account is owned by a sales user whose profile grants create, read, edit, and delete access to accounts, contacts, and opportunities. Which two actions does the owner of the ABC Corporation account have the right to take? (Choose two.)

Create different record types and sales processes for each line of business, and assign different stages to each page layout.Create different record types and sales processes for each line of business, and assign different sales processes to each page layout.Create different record types and sales processes for each line of business, and assign different page layouts to each record type.Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.

25 Questions

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25 Questions

❤ If you liked Fatskills, consider supporting us by checking out The Life Manuals You Never Got.

About | Explore | User Guide | Topics | Subjects | Doubt Solver | Career Aptitude Test | Answers | Free Tools | OSHA Basics Quiz | What Should We Know? Privacy | Terms |

Without work one finishes nothing. - Ralph Waldo Emerson© 2026 Fatskills.com

All trademarks, logos and brand names are the property of their respective owners. All company, product and service names used in this website are for identification purposes only. Use of these names, trademarks and brands does not imply endorsement.

About | Explore | User Guide | Topics | Subjects | Doubt Solver | Career Aptitude Test | Answers | Free Tools | OSHA Basics Quiz | What Should We Know?
Privacy | Terms |

Without work one finishes nothing. - Ralph Waldo Emerson
© 2026 Fatskills.com