CRT-251 Exam Dumps - Salesforce Cloud Consultant Questions and Answers

The "Contact to Multiple Accounts" feature in Salesforce allows a single contact to be associated with multiple accounts without the need to duplicate the contact record. This is particularly useful for tracking relationships where a contact has roles in multiple organizations, such as in this scenario where the contact is associated with both a business account and a nonprofit. Enabling this feature provides an efficient solution to manage complex relationships.

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Contacts to Multiple Accounts

Enable Contacts to Multiple Accounts

Running the updated assignment rules in Planning State and viewing the accounts on the territory detail page is the best way to show sales operations what the data will look like after changing the territories. Assignment rules are rules that determine how accounts are assigned to territories based on criteria such as account fields, address fields, etc. Planning State is a mode of Territory Management that allows users to preview how changes to territories or assignment rules will affect account assignments before activating them. The territory detail page is a page that shows information about a specific territory, such as name, description, users, accounts, etc.

By running the updated assignment rules in Planning State, sales operations can see how accounts will be reassigned to new territories based on the ZIP codes. By viewing the accounts on the territory detail page, sales operations can verify the accuracy of the account assignments and make any adjustments if needed.

To assure UC's management that Sales Cloud is being successfully adopted on mobile devices, the consultant should report on the opportunity records created on a mobile device. This metric directly demonstrates that sales reps are actively using mobile devices to perform their core activities, such as creating and managing opportunities. By providing tangible evidence of mobile usage, the consultant can validate the adoption and effectiveness of the mobile solution. Salesforce provides various reporting tools to track and analyze mobile device usage and user activity.

Adding specific users as Opportunity team members with a role that grants Read/Write access allows account executives to share their Opportunities with other users who can help them qualify marketing Opportunities on their Accounts. Opportunity team members can view, edit, and delete the Opportunity, as well as add products, quotes, and activities. Sales management can report on which users are assigned to Opportunities by using the Opportunity Team Member report type.

The close date regardless of the opportunity stage is how the converted currency amount calculation on Opportunities is determined when using dated exchange rates and Advanced Currency Management. Dated exchange rates are exchange rates that are tied to specific dates or ranges of dates. Advanced Currency Management is a feature that allows users to enable dated exchange rates and track historical exchange rates in Salesforce. When using dated exchange rates and Advanced Currency Management, the converted currency amount on Opportunities is calculated based on the exchange rate that matches the close date of the Opportunity, regardless of whether the Opportunity is open or closed.

When a Salesforce admin assigns User A as the owner of an opportunity related to User B’s account, User A will have Read-Write access to the opportunity’s Account and its related contact records. This is because of the implicit sharing rules that grant access to parent and child records based on the organization-wide default settings. Since the organization-wide default setting for Account is set to Private, users are unable to see each other’s accounts by default. However, when a user owns an opportunity that is related to another user’s account, the user gains Read-Write access to that account and its related contacts, regardless of the sharing settings for those objects. This ensures that the user can view and edit the account and contact information that is relevant to their opportunity.