Cloud Kicks (CK) has recently lost several large deals to a competitor. CK management wants to start tracking the reasons why opportunities are being lost.
What is the most efficient way for a consultant to meet this requirement?
A. Create a new custom field on the Opportunity object.
B. Create a Competitors channel in Slack to share insights and stories.
C. Create a new custom object and automation to track competitors.
正解:A
質問 2:
The Sales Cloud implementation at Cloud Kicks (CK) is now live.
End user training is complete. IT stakeholders have signed off on the technical aspects of the project. The CK admin continues to call the consultant with questions about the sales process.
What should the consultant do?
A. Suggest that CK purchase a support agreement.
B. Conduct a knowledge transfer with the admin.
C. Recommend that the admin attend Salesforce instructor-led training.
正解:B
質問 3:
Universal Containers uses Sales Territories and is working with a consultant to reassign Accounts into new territories.
Which attribute of Sales Territories should the consultant consider when developing the new territory model?
A. All Account assignment rules should be run when the model state is set to Planning.
B. The system administrator profile is required to run territory planning reports.
C. A model must be activated in order to view reassigned accounts.
正解:C
質問 4:
A consultant is initiating a Sales Cloud project for Cloud Kicks.
Which essential action should the consultant prioritize to ensure successful implementation and adoption?
A. Design end user training plan.
B. Develop Quality Assurance (QA) testing scripts.
C. Set project milestones and establish key performance indicators (KPIs).
正解:C
質問 5:
Cloud Kicks (CK) has acquired a competitor that also uses Sales Cloud. They have many of the same customers and prospects. The CEO of CK wants the consultant to work with senior managers to document use cases and determine a project plan for everyone who will be on the CK org.
Which action should the consultant recommend?
A. Export the data from the competitor's system and merge it into Ck's org.
B. Conduct discovery sessions and document existing business practices for each company.
C. Hold a kickoff meeting with the CK stakeholders.
正解:A
質問 6:
The sales director at Cloud Kicks wants to prevent users from viewing each other's Opportunities but wants them to check to see that the Account already exists prior to creating a new Account.
Which organization-wide default should the consultant recommend?
A. Set Account to Public Read Only and use & criteria-based sharing rule on Opportunity.
B. Set Account and Opportunity to Public Read Only.
C. Set Account to Public Read Only and set Opportunity to Private.
正解:C
質問 7:
A consultant is meeting with a new client to design a rollout strategy for its Sales Cloud implementation.
What should the consultant do during the planning stage to ensure a successful implementation?
A. Define goals, metrics, project schedule, and sales processes.
B. Identify which Salesforce features and functions to use.
C. Design a prototype of the suggested solution.
正解:A
仲村** -
ぎりぎりでしたが……一応合格
詳細な解説だお気に入りです。内容はCRT-251問題数も増えた感じで内容も充実している