Free Salesforce CRT-251 Exam Questions

Become Salesforce Certified with updated CRT-251 exam questions and correct answers

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Total 332 Questions | Updated On: Apr 27, 2026

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Question 1

Cloud Kicks has 12 stages m its sales process. The probability of winning the sale must be indicated. The sales

manager uses sales stages and probability for forecasting. The sales manager wants a condensed summary of

the forecasts without affecting the sales team.

Which approach should a consultant recommend to streamline forecast reporting?

A : Create a custom object to be used in forecast reporting.

B : Reduce the number of opportunity stages and report on probability.

C : Align opportunity stages with probability and use collaborative forecasts for reporting.

D : Align forecast categories to multiple opportunity stages and report on forecast category.

Answer: D

Question 2

Universal Containers wants to set up Einstein Activity Capture for Microsoft to allow automatic syncing of sales reps' Person Accounts with Microsoft contacts and vice versa.

Which consideration should the consultant be aware of?

A : Lightning Sync works in conjunction with Einstein Activity Capture.

B : Einstein Activity Capture is supported in the Salesforce Classic interface.

C : New Person Accounts should be created in Microsoft and synced to Salesforce.

D : New Person Accounts should be created in Salesforce and synced to Microsoft.

Answer: A

Question 3

The sales team at Cloud kicks Cloud has roughly 100 members. The sales director has requested that newly created reports be shared with the sales team.

How should the consultant efficiently share these reports?

A : Create a report folder, add members in a specific profile, and share the Report folder.

B : Create a report folder, add members in a specific Role, and share the Report folder.

C : Create a report folder, add members to a Private Group, and share the Report folder.

D : Create a report folder, add members in a specific Queue, and share the Report folder.

Answer: B

Question 4

Universal Containers is creating a new program to allow customers to pay for large orders over the course of 1 to 3 years in monthly instalments beginning in the month the products are sold. The admin needs to configure Sales Cloud to accommodate the new pricing terms and to help the finance department forecast easily.

What should the consultant recommend meeting the requirement?

A : Use Revenue Schedules to capture instalment payment plan details for each Product.

B : Create a Process Builder to create an Order for each instalment payment.

C : Add a custom field to the Quotes object to capture the number of instalments.

D : Set the default quantities to 12, 24, and 36 in a new Price Book for instalment sales.

Answer: A

Question 5

Cloud Kicks (CK) is adding hundreds of new accounts to Sales Cloud daily. CK uses an automated process to assign Account owners. If no assignment can be made for an account, it will be routed to a specific user who will manually review and re-assign it at a later date. This user may have thousands of account records assigned. Which solution should the consultant recommend when CK sets up the new account process?

A : Place the user in 4 separate role at the highest level! of the role hierarchy.

B : Assign the Modify All Data permission to the user.

C : Add the user to a separate role at the lowest level of the role hierarchy.

Answer: C

Page: 1 / 67

Total 332 Questions | Updated On: Apr 27, 2026

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