Salesforce Cloud Consultant CRT-251 Full Course Free

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Question 52

After completing a successful Sales Cloud rollout to a new business unit at Universal Containers, sales forecasting within Salesforce is inaccurate. Upon closer inspection, some

opportunities appear in the incorrect forecast category.

How should a consultant troubleshoot this issue efficiently?

Options:

Write a conditional validation rule on the Forecast Category field.

Make the Forecast Category a required field on relevant Opportunity page layouts.

Create a report to determine the number of opportunities in each forecast category.

Verify the Stage to Forecast Category Mappings on the Opportunity object

Question 53

Cloud Kicks (CK) has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opportunities are being lost.

What is the most efficient way for a consultant to meet this requirement?

Options:

Create a Competitors channel in Slack to share insights and stories.

Create a new custom object and automation to track competitors.

Create a new custom field on the Opportunity object.

Question 54

The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks. The sales team needs to create and edit leads, contacts, and opportunities with ease.

Which two features should the consultant recommend for the sales team to use?

Choose 2 answers

Options:

Lightning Mobile Component

Quick Actions

Einstein Activity Capture

Mobile Smart Actions

Question 55

The sales department at Cloud Kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship.

Which solution should the consultant recommend?