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