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

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CRT-251: Salesforce Certified Sales Cloud Consultant (SU18) Exam

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CRT-251: Salesforce Certified Sales Cloud Consultant (SU18) Exam

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25 Questions

1. Universal Containers is planning to hire more sales representatives in response to three consecutive quarters of rapid growth. To optimize their sales impact, the sales management team wants to develop a better sales territory structure. Which two data points should the sales management team consider when developing the new sales territories? (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.

2. 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.Create the two-step approval process for the RSM and RVP as approvers.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.

3. 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 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 executive management to understand their requirements.Review the current system with all levels of users to understand their requirements.

4. 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?

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

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

6. 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 for an account and contact owner to confirm contact data.Create a workflow rule to mass email the contacts and capture any email bounces.Use a data enrichment tool to verify account and contact data is up-to-date.

7. 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 contacts associated with campaigns will 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.Campaigns in which a contact became a member within the last 60 days will be associated and displayed in Campaigns with Influenced Opportunities Report.

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

9. 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?

Modify the profile for sales directors to enable the “Modify All” object permission for opportunities.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.Create a workflow rule to enable field access for sales directors based on the sales stage.

10. Universal Containers wants to track the campaigns that influence won opportunities. Which two actions should a consultant recommend to meet this requirement using standard functionality? (Choose two.)

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

11. The Universal Containers credit department uses a third-party application for credit ratings. Credit department managers need to launch an external web-based credit application from a customer’s account record in Salesforce. The application uses a credit ID on the account object. What should a consultant recommend to meet this requirement?

Create a formula field that uses the hyperlink function to launch the credit application and pass the credit ID.Create a workflow rule to launch the product fulfillment application and pass the credit ID.Create a custom credit ID field as an external ID on the account to launch the credit application and pass the credit ID.Create a custom button that calls an Apex trigger to launch the credit application and pass the credit ID.

12. Universal Containers’ current solution for managing its forecasts is cumbersome. The sales managers do NOT have visibility into their teams’ forecasts and are NOT able to update the forecasts. As a result, the managers are continually asking their sales representatives to provide updated forecast data via email or phone. Which two solutions should a consultant recommend to help Universal Containers improve the management of their forecasts? (Choose two.)

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

13. Universal Containers requires its sales representatives to go through an internal certification process to sell certain groups of products. Which two actions prevent a sales representative from adding these products to opportunities if they are NOT certified to sell them? (Choose two.)

Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.Forward emails using their Email-to-Salesforce email address from their smartphones and computers.Download and install the Salesforce for Outlook connector on their smartphones and computers.Download and install a Salesforce universal connector for their smartphones and computers.

14. Universal Containers wants to associate some contacts with more than one account (e.g., a contact in an employee of one account and on the boards of several other accounts). Which solution should a consultant recommend to meet this requirement?

Associate the contact to other accounts using a custom lookup field.Clone the contact record and add it to the second account.Add the contact to the partners related list on the second account.Enable contacts to multiple accounts feature.

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

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

17. The sales representatives at Universal Containers use various email applications and often receive important customer emails where they are away from the office. Sales management wants to ensure sales representatives are recording email activity with customers in Salesforce while they are away from the office. Which solution should a consultant recommend to meet this requirement?

Download and install the Salesforce for Outlook connector on their smartphones and computers.Download and install a Salesforce universal connector for their smartphones and computers.Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.Forward emails using their Email-to-Salesforce email address from their smartphones and computers.

18. A premier customer for Universal Containers needs access to confidential product roadmap information. Which two steps should a sales representative take to securely send this information using content delivery? (Choose two.)

Upload the leads and click the “Find Duplicates” button for each of the leads to identify potential duplicate lead records.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.Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported.

19. Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company wants to see the total value of open opportunities for all accounts in the hierarchy. Which solution should a consultant recommend to meet this requirement?

Create a link on the account that opens a report showing the total value of open opportunities for all accounts in the hierarchy.Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.Use Apex to update a custom field on the parent account with the total value of open opportunities form the child accounts.

20. The members of an opportunity team at Universal Containers are working together to close an opportunity. The sales engineer on the team is having trouble keeping up with the active quote. How can the sales engineer identify the opportunity’s active quote?

Reference synced quote history on the opportunity.Follow the opportunities’ quotes in Chatter.Reference the synced quote field on the opportunity record.Reference the last modified date on the quotes.

21. 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 Contact Roles.Add the Person Account to the Account Team.

22. Universal Containers wants to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met?

Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull value form the Contact object.Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object.Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull value form the Account object.Create a custom field on the Lead, Account, and Contact objects and configure mapping of these two field for conversion. Use a trigger to update the Contact field with the Account value.

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

24. 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 sales processes to each page layout.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 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. 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 custom contact lookup field.Create a master-detail account relationship.Create a master-detail contact relationship.Create a contact lookup field and an account lookup field.

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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 | What Should We Know? Privacy | Terms |

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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 | What Should We Know?
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Without work one finishes nothing. - Ralph Waldo Emerson
© 2026 Fatskills.com