CRT-251 Exam Question 6

Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. When a new Account has its first dosed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer.
Which option should the consultant recommend to meet the requirement?
  • CRT-251 Exam Question 7

    Universal Containers' (UC) sales reps have said there are too many reports and dashboards which makes it hard to find what is important to them.
    What should a consultant recommend that use to solve this issue?
  • CRT-251 Exam Question 8

    Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories.
    Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected in Sales Cloud.
    How should the consultant show sales operations what the data will look like after the change?
  • CRT-251 Exam Question 9

    Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associate records, such as opportunities, contracts, and case, based on team member responsibilities.
    Which capability should the consultant recommend?
  • CRT-251 Exam Question 10

    Universal Containers has implemented Salesforce for all of its sales associates. All Sales associates are required to select the win or loss status every dosed Opportunity. Managers like to measure the win ratio for all of the sales associates.
    How should a consultant meet the requirement?