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Quiz 2025 Salesforce Efficient CRT-251: Online Salesforce Certified Sales Cloud Consultant Training Materials

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q156-Q161):

NEW QUESTION # 156
Sales stages are shared between sales methodologies at Cloud Kicks. There are three product lines with unique sales methodologies. A few sales stages overlap between the three product lines.
Which two recommendations should the consultant make?
Choose 2 answers

A. One set of opportunity stages
B. One record type
C. Three record types
D. Three sets of opportunity stages

Answer: A,C

NEW QUESTION # 157
Universal Containers' sales operations team needs to provide visibility on sales pipeline changes on a monthly basis.
How should the consultant meet this requirement?

A. Create a sales pipeline dashboard that includes filters for Opportunity date ranges.
B. Create training an how to use date filters on reports to compare pipeline for different date ranges.
C. Create an Opportunity History report for open pipeline Opportunities in a given date range.
D. Create a custom pipeline date range field and display it on the Forecasting tab.

Answer: A

NEW QUESTION # 158
Cloud Kicks (CK) is planning to use Person Accounts to maintain information on its retail customers. CK likes to track connections among customers to capture household relationships, referrals, and so on. One customer can have many relationships.
What should a consultant consider when implementing Person Accounts and supporting many relationships between customers in Salesforce?

A. Enable Contacts to Multiple Accounts to create indirect relationship between two or more Person Accounts.
B. Create a custom field to establish relationships and create hierarchies among Person Accounts.
C. Use Contact for retail customers and use Accounts to maintain relationships.

Answer: A

Explanation:
When using Person Accounts in Salesforce, the "Contacts to Multiple Accounts" feature allows for creating connections between Person Accounts, effectively enabling the tracking of indirect relationships such as household relationships and referrals. This feature facilitates linking a single contact (or Person Account) to multiple accounts, which can represent different relationship types. It is particularly suited for Cloud Kicks' need to capture various types of customer relationships, making it more flexible and scalable for relationship tracking among retail customers.
Refer to the Salesforce documentation on Contacts to Multiple Accounts for more information on using this feature with Person Accounts.

NEW QUESTION # 159
Cloud Kicks (CK) wants to migrate a data file containing 8,000 leads from a legacy system into Salesforce.
Many of the lead owners have left the company, so CK wants to populate the Lead Owner field for these records using the active assignment rule.
Which two tools should a consultant recommend to meet the requirement?
Choose 2 answers

A. Data Import Wizard
B. .dataloader.io
C. .Scheduled Apex
D. Data Loader

Answer: A,D

Explanation:
Explanation
The Data Import Wizard and the Data Loader are both tools that can import data into Salesforce and assign records to a queue or run an active assignment rule1. The Data Import Wizard can import up to 50,000 records at a time, while the Data Loader can import up to 5 million records at a time2. Both tools can also prevent duplicates by matching records based on external IDs or Salesforce record IDs3.

NEW QUESTION # 160
The sales director at Cloud Kicks wants to enable Person Accounts in its org. The sales director asked a consultant to evaluate the solution and present it to the sales team.
What should the consultant consider when evaluating Person Accounts?

A. Enabling Person Accounts is irreversible.
B. Person Accounts must have at least two record types.
C. Enabling Person Accounts requires a Public Read/Write sharing model,

Answer: A

Explanation:
Person Accounts in Salesforce are a specialized account type that represents individual customers rather than businesses. A critical consideration is that enabling Person Accounts is irreversible; once activated, this setting cannot be turned off. Therefore, it's essential to carefully evaluate and understand the implications before enabling Person Accounts, as it permanently impacts data model configurations and potentially other features within the org.
For more details on the considerations for enabling Person Accounts, see: Person Accounts Overview and Considerations.

NEW QUESTION # 161
......

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