Free Practice Questions for Salesforce CRT-251 Exam

Northern Trail Outfitters (NTO) wants to start tracking orders in Sales Cloud and has hired a consultant for implementation.

Orders and Contracts Relationship:

Order Management: In Salesforce, orders are typically associated with contracts to represent agreed-upon terms between the company and the customer.

Required Fields: The Contract Number field becomes required on the Order page layout when certain conditions are met, such as when the order is related to a contract.

Implementation Considerations:

Ensure Data Integrity: Having the Contract Number as a required field helps maintain accurate records linking orders to their respective contracts.

Page Layout Configuration: The consultant must ensure that the Order page layout includes all necessary fields and that required fields are appropriately configured.

Why This Matters:

Legal and Compliance: Associating orders with contracts ensures that all orders are backed by legal agreements.

Process Alignment: Aligns the order tracking process with NTO's business practices and Salesforce's data model.

Why Other Options Are Less Accurate:

Option B: Once an order is activated, order line items cannot be added or removed. This is to maintain the integrity of the order.

Option C: Orders can only be activated if the associated contract is active. Orders cannot be activated for inactive contracts.

Salesforce Sales Cloud References:

Orders Overview: Salesforce Help - Orders

Activating Orders: Salesforce Help - Activate Orders

Required Fields on Orders: Documentation specifies that certain fields, like Contract Number, may be required depending on configuration.

By acknowledging that Contract Number is a required field on the Order page layout, the consultant ensures that NTO's implementation of sales orders aligns with Salesforce best practices and data requirements.

To transfer Account Team Member records to production, Data Loader is the recommended tool. Unlike change sets or packages, Data Loader is suited for migrating specific data records, such as Account Team Members, while maintaining detailed relationships and permissions. It offers flexibility and control over data migration, ensuring that team structures are accurately reflected in the live environment​

The first step in assisting Cloud Kicks with enhancing its Salesforce implementation is to conduct discovery sessions. This initial phase is crucial for gathering requirements, understanding business processes, and identifying the specific needs and challenges of the organization.

Importance of Discovery: Discovery sessions provide insights into CK's existing setup, key pain points, and desired improvements, forming the foundation for solution design and implementation.

Building a Requirements-Driven Solution: By thoroughly understanding CK's needs through discovery, the consultant can tailor the solution to meet business requirements effectively.

Option B (designing the architecture) and Option C (defining the solution) come after gathering the necessary information through discovery sessions. For more details, see Salesforce's Guide on Conducting Discovery Sessions.

When deploying Collaborative Forecasts with varied sales stages across product lines, creating and activating multiple Forecast Types is essential. Here’s why:

Multiple Forecast Types for Different Product Lines: With different sales stages across product lines, each product line may require a unique forecast type to reflect its distinct stages. Salesforce allows the creation of multiple forecast types, which can be configured to cater to specific sales processes.

Accurate Forecasting: By setting up multiple forecast types, Cloud Kicks can ensure that forecasts align with the unique sales processes for each product line, enabling accurate and actionable forecasting.

Salesforce Best Practices: Salesforce recommends defining multiple forecast types when organizations have varied sales stages, as this allows for customized forecast management that aligns with business requirements.

The business development team is typically involved directly with deal processes, as they are responsible for prospecting and managing new business opportunities. They have first-hand insights into the workflows, challenges, and interactions that are part of the sales process. Gathering use cases from the business development team ensures that the implemented solution will address the actual needs and scenarios encountered during sales activities.

According to Salesforce's best practices, involving the business development team helps align the solution with real-world practices and provides actionable insights to build effective deal processes.

Einstein Activity Capture automatically syncs emails and events between Salesforce and Office 365 without requiring any installation on users' devices, making it an ideal solution for Cloud Kicks, given their policy restrictions. By using Einstein Activity Capture, sales reps can have customer emails logged as records related to Contacts in Salesforce seamlessly. This tool works with cloud-based services like Office 365, syncing activities in real-time and storing them within Salesforce, thus keeping records updated without manual intervention.

Salesforce Inbox, while offering similar capabilities, requires an add-in installation that might not align with CK's IT policy. Therefore, Einstein Activity Capture is the recommended solution for this scenario as it meets CK’s requirements for automatic logging without violating any software installation policies.

For more information on Einstein Activity Capture, you can refer to the Salesforce documentation: Einstein Activity Capture Overview.

To address data quality concerns, third-party data enrichment tools are particularly effective for improving the functional area of monitoring changes and updates. These tools can continuously validate, update, and enhance data, which is essential for maintaining data quality over time. Here’s how they fit into Cloud Kicks' data management plan:

Data Enrichment: Third-party tools can enhance Salesforce data by verifying and appending missing information, identifying inaccuracies, and ensuring data is up-to-date. This is especially useful for maintaining contact and account records in dynamic environments where data changes frequently.

Monitoring and Automation: Many data enrichment tools provide features that automatically monitor data changes and updates. They can flag inconsistencies, correct outdated information, and maintain a high level of data accuracy and completeness, addressing one of the critical areas of data quality degradation.

Salesforce Best Practices: Salesforce recommends using data enrichment tools as part of a comprehensive data management strategy. These tools help monitor and enhance data quality by integrating external sources, which ensures Salesforce data remains current and reliable.

In Salesforce, when a custom formula field is created on an Opportunity, the formula uses the Opportunity's currency for calculations. This is particularly important in organizations using multiple currencies, as it ensures that calculations remain consistent with the record on which the formula is defined. Therefore, the formula field will display the value in the Opportunity’s currency, regardless of the Account’s currency.

Salesforce Documentation References:

Multi-Currency and Formula Fields

Formula Fields and Currency Considerations

When migrating to a new territory structure, it is important to consider that only one territory model can be active at any given time. Here’s why:

Territory Model Activation: In Salesforce, only one territory model can be active simultaneously. This means that when transitioning to a new structure, the existing active model must be deactivated, and the new model activated in its place.

Planning and Transition: Knowing that only one model can be active at a time is crucial for planning the transition. This ensures that Northern Trail Outfitters can prepare and test the new model without disrupting the current active territories until the migration is complete.

Salesforce Best Practices: Salesforce recommends testing territory models before activation and planning activations carefully, particularly in a fiscal transition to avoid access issues and ensure a smooth switch.