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CRT-251 – Sales Cloud Consultant

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Showing 13–15 of 15 questions

Question 13

A sales rep owns an opportunity and can view the associated account, but is unable to view contacts on that account.

What should the consultant recommend to allow account owners to selectively share an account's contacts with opportunity owners?

Select an option, then click Submit answer.

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    Add opportunity owners to the Opportunity Team and configure contact sharing.
  • ○

    Transfer account ownership from themselves to the opportunity owner.
  • ○

    Transfer contact ownership from themselves to the opportunity owner.
  • ○

    Add opportunity owners to the Account Team and configure contact sharing.
Question 14

Multiple sales reps work together to close opportunities at Good Kicks. Management needs to know how much each sales nap receives on opportunities they dose to maintain accurate quota reports.

Which solution should a consultant recommend to meet the requirement?

Select an option, then click Submit answer.

  • ○

    Set the organization-wide sharing default for the Opportunity object to Private.
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    Create custom fields on the Opportunity object for sales reps to enter a credit percentage.
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    Enable Opportunity Spats and add the Opportunity Splits related list to Opportunity page layouts.
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    Enable Opportunity Team Selling and create a report grouped by Opportunity team member.
Question 15

Universal Containers has a customer base that includes both individual consumers and businesses. The company has implemented Person Accounts in Salesforce and has a custom object for “Policies” that needs to relate to both Person Accounts and business accounts.

What is the minimum configuration on the policy custom object needed to meet this requirement?

Select an option, then click Submit answer.

  • ○

    Create a contact lookup field and an account lookup field.
  • ○

    Create a master-detail account relationship.
  • ○

    Create a custom contact lookup field.
  • ○

    Create a master-detail contact relationship.