Salesforce Cloud Consultant CRT-251 Updated Exam

A custom formula field on the Opportunity object will use the currency of the opportunity record, regardless of the currency of the account or user records. This ensures that the formula field is consistent with other opportunity fields that use currency.

To display a view of internal and external data on the lifetime spend for each account on the Salesforce account detail page, the consultant should recommend Salesforce Data Pipelines. Salesforce Data Pipelines allow users to integrate and transform data from various sources within Salesforce, enabling the creation of comprehensive views that include both internal and external data. This feature is ideal for combining different data sets and presenting them in a meaningful way on account records.

Recommending an integration with the marketing platform that creates leads in Salesforce is the best way to meet the requirement of handing off qualified prospects to the sales team. An integration is a connection between two or more systems that allows data exchange and synchronization. A lead is a record that represents a potential customer who has shown interest in a product or service. By integrating the marketing platform with Salesforce, the marketing team can automatically create leads in Salesforce when they qualify prospects based on their criteria, such as score, behavior, demographics, etc. This way, the sales team can access and follow up with the leads in Salesforce without having to manually enter them.

To convert a lead into a Person Account, the Company field must be populated with ‘Person’. This indicates that the lead is an individual consumer and not a business account. If the Company field is left blank, the lead conversion will fail.