Salesforce CRT-251 Quiz 34 Topic 13 Questions 166-170

Question: 1

A Salesforce partner regularly works with Salesforce Account Executives to close deals with clients that are looking for a partner to implement Sales Cloud. As new partner sales reps are on-boarded, they spend quite a bit of time trying to determine which Account Executive maps to which Accounts and Opportunities. What should the Consultant recommend when rolling this out?

AImplement Account Contact Roles

BImplement Account Partner Roles

CAdd a Lookup field on the Opportunity to indicate Partner Executives

DAdd the Title field to all Contact Layout

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Question: 2

The Cloud Kicks sales team works with two different types of Leads: distributors and retailers. Cloud Kicks' management wants the sales team to follow two different lead qualification processes before converting the Lead into an Opportunity. Which three actions should a Consultant recommend to meet this requirement? Choose 3 answers

ACreate distributor and retailer Lead record types.

BCreate retailer and distributor Lead processes.

CCreate a new profile and only assign one Lead record type to it.

DAdd Leads to different campaigns to determine if they are distributor or retailer Leads.

ESet up Opportunity splits to measure how different types of Leads are converted.

FCreate Status picklist values to accommodate the different qualification statuses for different types of Leads.

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Question: 3

Cloud Kicks needs to forecast on monthly business that closes and details of open opportunities on a weekly basis. The VP of Sales asks the business analyst to review how the sales funnel is changing month over months. Which two actions should the Consultant take to meet this requirement? Choose 2 answers

ASchedule a custom forecast report to run weekly

BConfigure a reporting snapshot to run daily.

CCreate a custom object to store the results in

DCreate a custom report folder to store the results in.

EConfigure a report snapshot to run weekly.

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Question: 4

The Marketing Director at Cloud Kicks has requested that a form be added to the company website to capture new lead contact information and the Primary Product they are interested in. Once submitted, a lead should receive an email tailored to the Primary Product they selected. The lead record should also be assigned to the correct owner for that Primary Product. Which three steps are required to create an efficient solution? Choose 3 answers

ALeverage a Lightning Component that collects the information and routes it

BCreate a lead owner field on the product record to use for assignment.

CCreate a Visualforce page that includes both standard and custom fields.

DConfigure lead assignment rules to route leads to the correct owner.

ECreate email templates for each Primary Product with corresponding email response rules.

FGenerate a web-to-lead form that includes both standard and custom fields.

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Question: 5

What should a Consultant recommend to meet these requirements?

ACreate a summary report with cross filters.

BCreate a joined report.

CCreate a dynamic dashboard.

DCreate a reporting snapshot

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Salesforce CRT-251 Quiz:34 Topic:13 Questions:166-170