Salesforce CRT-251 Dumps PDF

September, 2025 CRT-251 Practice Questions

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Name: Salesforce Certified Sales Cloud Consultant (Sales-Con-201)
Exam Code: CRT-251
Certification: Sales-Cloud-Consultant
Vendor: Salesforce
Total Questions: 190
Last Updated: September 08, 2025
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Sample Questions


CRT-251 Sample Question 1


Cloud Kicks wants the sales operations team to be able to process customer credit card
payments within Salesforce. Which approach should the consultant recommend to meet this requirement?

A. Schedule a nightly batch job to find and post daily charges
B. Create a flow to alert the finance team to manually charge the account.
C. Utilize an application from the AppExchange
D. Develop Apex to connect with the Authorized.net API.


ANSWER : C



CRT-251 Sample Question 2


Cloud Kicks (CK) frequently works with contractors for marketing focus groups.
These contractors change companies often, and CK wants to retain its company history
through
Accounts.
What should the consultant recommend?

A. Implement the Contacts to Multiple Accounts feature.
B. Implement Person Accounts to represent the relationship.
C. Use a junction object to represent the previous companies
D. Use Account Teams associated with the previous companies.


ANSWER : A



CRT-251 Sample Question 3


Sales reps at Universal Containers (UC) want to know when a customer or prospect
Contact opens an email, they sent so they can follow up with the Contact shortly afterward.
Which tool should a consultant recommend to meet the requirement?

A. Outlook Desktop Integration
B. Einstein Activity Capture
C. High Velocity Sales
D. Salesforce Inbox


ANSWER : B



CRT-251 Sample Question 4


Cloud Kicks (CK) operates in multiple countries and wants to track historical exchange
rates. The consultant at CX has implemented dated exchange rates by using Advanced
Currency Management.
How is the converted currency amount calculation on Opportunities determined?

A. The close date regardless of the opportunity stage
B. The close date only whenthe stage is closed
C. The current exchange rate regardless of the close date
D. The exchange rate at the time the opportunity is closed


ANSWER : A



CRT-251 Sample Question 5


Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stage

reports often lack key information that sales managers expect at each stage because sales
reps have yet to enter the data.
What should the consultant recommend so opportunity stage reports always contain the
datamanagers expect?

A. Create an Auto launched flow to determine if required fields are missing.
B. Mark the fields as required on the Page layout.
C. Customize Path and create validation rules dependent on stages.
D. Configure Path by checking the Key FieldRequired checkbox.


ANSWER : D



CRT-251 Sample Question 6


Cloud Kicks requires its sales reps to 90 through an internal certification process on
myTrallhead before they add specific groups of Products to Opportunities.
Which two solutions should be used to validate that sales reps have completed the
myTrailhead badge?
Choose 2 answers

A. Use a validation rule on Opportunity Products to prevent a sales rep from addingProducts marked as requiring the myTrailhead badge if the rep has yet to complete thebadge.
B. Use a Process Builder process on Products marked as requiring the myTrallhead badgeto automatically share the Products with sales reps who have completed the badge.
C. Use a validation rule on Products marked as requiring the myTrailhead badge to preventthose Products from being added to an Opportunity.
D. Use a separate once book for the Products requiring the myTrailhead badge and onlyshare the once book with sales reps who have completed the badge-


ANSWER : A,D



CRT-251 Sample Question 7


Cloud Kicks is in the process of implementing Salesforce for its sales teams. Senior
management has concerns about adoption.
What should a consultant recommend to encourage adoption?

A. Establish goals andkey metrics.
B. Give users access to a Sandbox environment.
C. Define the sales process.
D. Plan a first release with minimum features


ANSWER : A



CRT-251 Sample Question 8


Cloud Kicks has an integration between the data warehouse and Salesforce. The VP of
operations wants to synchronize customer data between the systems.
What should the consultant recommend to ensure data integrity?

A. Set up a Process Builder process on the Account object to check for unique values on amonthly basis.
B. Set up an encrypted field on the Account object with Read Only on the field securitysettings for all profiles except the admin profile.
C. Set up an External ID field on the Account object with Read Only on the field securitysettings for all profiles except the admin profile.
D. Set up an import of the data from the data warehouse on a monthly basis using Data Loader


ANSWER : C



CRT-251 Sample Question 9


Cloud Kicks is concerned that the sales team is taking longer to dose opportunities in
comparison to the same time last year. The VP of sales wants todetermine the number of
closed deals on a monthly basis and compare the month-over-month results.
Which two actions should the consultant take to meet the requirement?
Choose 2 answers

A. Create a report based on the Opportunity reporting snapshot.
B. Create a dashboard component and schedule the dashboard to refresh monthly.
C. Schedule a reporting snapshot of the Opportunity History object to run monthly.
D. Schedule a reporting snapshot of the Opportunity object to run monthly.


ANSWER : B,C



CRT-251 Sample Question 10


The sales department at cloud kicks is growing quickly. New sales executives should
prioritize interacting with existing contacts who are decision makers and influencers to
further the business relationship.
Which solution should the consultant recommend?

A. Use Contact roles on the Opportunity object.
B. Add a contact lookup Meld to the Opportunity.
C. Add a multi-select picklist field on the Opportunity object.
D. Use a junction object between the Opportunity and Contact.s with existing contactsand track their influence on the opportunity.


ANSWER : A



CRT-251 Sample Question 11


Which two use cases willprotect the integrity of order data with activation limitations?
Choose 2 answers

A. New Products can be added to active orders.
B. Products can be removed from active reduction orders.
C. Orders can be activated only if they include a Product.
D. Multiplereduction orders can be created for a single order.


ANSWER : C,D



CRT-251 Sample Question 12


Cloud Kicks wants to know how many closed won Opportunities a Campaign has
generated over the last 30 days. Which two steps should the consultant take to meet this
requirement using standard functionality?
Choose 2 answers

A. Add child Campaigns of the primary Campaign source automatically.
B. Add criteria to the auto-association settings to limit the matches to the past 30 days.
C. Define rules for Campaigns to add Opportunities and then lock after 30 days.
D. Ask the admin to enable Customizable Campaign Influence.


ANSWER : B,D



CRT-251 Sample Question 13


Cloud Kicks has purchased a list of leads and wants sales reps to contact and measure
the return on investment (ROI) of the purchased list.
Which solution should the consultant recommend?

A. Create a Campaign, import thelist as Leads, and add them to the Campaign.
B. Import the list as new Leads and update the Lead Source to “Purchased Lead.
C. Create a new custom object to import purchased Leads,
D. Import the list as new Leads using the Data Import Wizard.


ANSWER : A



CRT-251 Sample Question 14


The consultant at Cloud Kicks has successfully implemented the Einstein Lead Scoring
feature, and now wants to measure its effectiveness and track lead conversion rates.
Which three standard dashboards are available?
Choose 3 answers

A. Conversion Rate by Lead Score
B. Conversion Rate by Lead Source
C. Lead Scores by Created Date
D. Average Lead Score by Lead Source
E. Lead Score Distribution


ANSWER : A,B,E



CRT-251 Sample Question 15


Universal Containers wants to minimize the need for sales reps to manually create
meetings and events that are stored on their calendars.
Which two Einstein Activity Capture (EAC) capabilities should the consultant consider?
Choose 2 answers

A. EAC a two-way sync for events and contacts.
B. EAC events are unable to be synched with contacts and leads.
C. EAC adds events to the activity timeline for custom objects.
D. EAC supports emails, events, and contacts.


ANSWER : A,D



CRT-251 Sample Question 16


Good Kicks has the goal of generating high-quality leads by implementing Sales Cloud.
Which metrics should the consultant analyze todetermine the success of this goal?

A. Total number of Leads created by a Sales Rep
B. Lead to Opportunity Conversion Rate
C. Lead to Quote Conversion Rate
D. Total number of Leads by source


ANSWER : B



CRT-251 Sample Question 17


Cloud Kicks is expanding to international markets. Sales reps are unable to find
specific products in the international price book.
Which two steps should the consultant take to resolve this issue?
Choose 2 answers

A. Add the products to a product family.
B. Activate the products
C. Add the products to the price book.
D. Share the products with sales reps.


ANSWER : B,C



CRT-251 Sample Question 18


A consultant is implementing a new Sales Cloud instance for Cloud Kicks (CK) that
has a public sharing model for Accounts. Different sales reps own local Accounts that
create a
multi-level Account Hierarchy. CK needs to see the total number of closed won
opportunities
and the revenue value for all Accounts in the hierarchy when viewing 2 Parent Account.
Which recommendation meets this requirement?

A. Configure an after-save flow to update a custom field on theparent Account with thetotal value of opportunities from the child Accounts.
B. Create a Roll-Up Summary field on the parent Account with the total value of wonOpportunities from the child Accounts
C. Create a workflow rule to update the custom field onthe parent Account with the totalvalue of won Opportunities from the child Accounts
D. Use the View Account Hierarchy option and include a custom Roll-Up Summary fieldwith the total value of won Opportunities in the displayed columns.


ANSWER : A



CRT-251 Sample Question 19


The Cloud Kicks marketing team wants to view and report in Lightning on any opportunities
created as a result of 2 Campaign. Which two choices should a consultant recommend
meeting the requirement? Choose 2 answers

A. Use Data Loader to exportOpportunity and Campaign Influence and merge the results.
B. Enable Customizable Campaign Influence in Setup.
C. Add the Campaign Influence related list to the Opportunity page layouts.
D. Create a joined report between Opportunity and Campaign to show influence.


ANSWER : A,C



CRT-251 Sample Question 20


Each product engineer at Cloud Kicks supports 3 specific product lines. There are three
product lines. Sales reps sell all the company’s product lines; Sales management wants the
appropriate product engineer automatically assigned to any new Opportunity for their
product line with Read-Only rights.
What are two actions the consultant can take to meet the requirement?
Choose 2 answers

A. Manually assign a product-specific role to each product engineer.
B. Create criteria-based opportunity sharing rules for each product line.
C. Enable Default Opportunity Teams for the Opportunity.
D. Enable Default Account Teams for each product line.


ANSWER : A,B



CRT-251 Sample Question 21


Universal Containers is migrating data from a legacy system into Salesforce.
Which two considerations should a consultant take into account when importing Campaign
Members? Choose 2 answers

A. Leads, Contacts, and Business Accounts can be Campaign Members.
B. The Marketing User feature license must be assigned.
C. The Campaign ID is required in the import file.
D. The Status of the Campaign Member is optional.


ANSWER : B,C



CRT-251 Sample Question 22


Salesmanagers at Cloud Kicks need to visualize all open opportunities based on the
location of the related Account.
Which solution should a consultant recommend?

A. Using Tableau CRM, import a data lens with the State and City for all opportunities.
B. Enable Location Services and add the Account Address field to the Opportunity pagelayout.
C. Create a dashboard that uses a report grouping opportunities by Account.
D. Using Salesforce Maps, configure a Data Layer showing open opportunities.


ANSWER : D



CRT-251 Sample Question 23


The project is almost finished, and now it’s time to test the changes and updates that
have been made before go-five. Cloud Kicks does not have a Partial or Full Sandbox.
How should the consultant recommend testing be conducted?

A. Create a new Sandbox, populate it with data, and ask volunteers to test it with usecases.
B. Create test Accounts and Opportunities in Production and ask volunteers to test it withuse cases.
C. Create a new Developer Edition org, populate itwith data, and ask volunteers to test itwith use cases.
D. Create a new Sandbox and ask volunteers to test it with use cases.


ANSWER : A



CRT-251 Sample Question 24


A consultant for Cloud Kicks notices that the deploy date for the Sales Cloud project is also
the same weekend as a Salesforce Release.
What should the consultant recommend?

A. Continue the planned deployment concurrent with the Salesforce Release.
B. Update the project plan for the following week and communicate the change.
C. Inform Cloud Kicks about the Salesforce Release and that the project may take longer.
D. Stop all work because the impact of the Salesforce Release is unknown.


ANSWER : B



CRT-251 Sample Question 25


The sales department at Cloud Kicks is growing quickly. New sales executives should
prioritize interacting with existing contacts who are decision makers and influencers to
further the business relationship.
Which solution should the consultant recommend?

A. Use Contact roles on the Opportunity object.
B. Add a contact lookup Meld to the Opportunity.
C. Add a multi-select picklist field on the Opportunity object.
D. Use a junction object between the Opportunityand Contact.


ANSWER : A



CRT-251 Sample Question 26


Cloud Kicks has enabled multi-Currency in its organization. All the rates are set.
What will happen if the exchange rates are adjusted?

A. All newly closed opportunities will use thenew conversion rate.
B. Opportunities created this month will use the new conversion rate and old opportunitieswill remain the same.
C. New opportunities will use the new conversion rate and old opportunities will remain thesame.
D. All opportunities with conversion rates will use the new rate.


ANSWER : C



CRT-251 Sample Question 27


Universal Containers wants to divide the revenue of the closed Opportunities between
sales reps that worked on the deal. Additionally, on some deals, the sales reps work with
technical sales managers and want a way to credit them for their support.
How should the consultant meet this requirement?

A. Enable Opportunity Teams and ask Opportunity owners to add technical salesmanagers.
B. Use adjustments in Collaborative Forecasting to attribute Opportunity revenue to eachtechnical sales manager
C. Enable Opportunity splits, revenue splits for sales reps, and overlay splits for technicalsales managers.
D. Create 2 formula field on the Opportunity to track revenue attributed to technical salesmanagers.


ANSWER : C



CRT-251 Sample Question 28


Cloud Kicks has a private sharing model on Accounts.Account executives need to
ensure that specific users can qualify marketing Opportunities on their Accounts. There can
be
different users for a given Opportunity. Sales management needs to report on which users
are
assigned to Opportunities.
What shouldthe consultant recommend to the account executives?

A. Share Opportunities with specific users by granting Read access to Opportunities intheir portfolio
B. Add specific users as Account team members with a role that grants Modify All access.
C. Add specific users as Opportunity team members with a role that grants Read/Writeaccess
D. Share Accounts with specific users and their respective teams.


ANSWER : C



CRT-251 Sample Question 29


CloudKicks currently supports three business lines within a single Salesforce instance:
Running, Athleisure, and Celebrity Co-Branded. The VP of Atheisure controls a large
budget
and is often able to re-prioritize business stories and ‘shadow projects’ into releases ahead
of
other groups.
This topic comes up frequently and often details the monthly project management meeting,
which limits the amount of time available to cover other critical topics.
Which two strategies should the consultant recommend to addressthese issues?
Choose 2 answers

A. Create a weekly All-Hands call, including business and technology resources, to reviewdirection and priority of development.
B. Divide the development team into three units/tracks to support each line ofbusinessindependently.
C. Propose a monthly executive steering committee to manage budget, handle directionquestions, and ensure development capacity is split equitably
D. Change the project management meeting to weekly, and keep the focus on action items,project risks, and resource requests.


ANSWER : B,C