Best Salesforce CRT-251 Exam Practice Material Updated on Sep 06, 2025 [Q14-Q30]

Posted On September 6, 2025

Best Salesforce CRT-251 Exam Practice Material Updated on Sep 06, 2025

New CRT-251 Actual Exam Dumps, Salesforce Practice Test

Q14. The sales director does not want users viewing each other’s Opportunities, but wants users to check to see that the Account does not already exist prior to creating a new Account. Which Organization-Wide Default should the Consultant recommend?

Set Account to Public Read/Write, and Opportunity to Private.

Set Account to Public Read Only, and Opportunity to Public Read Only.

Set Account and Opportunity to Private.

Set Account to Public Read/Write, and Opportunity to Controlled by Parent.

Q15. Cloud Kicks has purchased a list of prospects and wants sales reps to contact and measure the return on investment (ROI) of the purchased list.
Which solution should the consultant recommend?

Import the list as new Leads and update the Lead Source to “Purchased Lead”.

Import the prospects as Contacts and assign them to Accounts.

Import the list as new Leads and map the Campaign during import.

To measure the ROI of a purchased prospect list, importing the list as new Leads and mapping the Campaign during import is recommended. Here’s why:
Campaign Attribution: By associating the leads with a specific campaign, CK can easily track ROI by monitoring campaign-related metrics such as conversions, sales, and revenue directly attributable to the purchased list.
Lead Tracking and Management: Importing as Leads allows for centralized tracking of all new prospects, enabling sales reps to follow up and progress leads through the sales funnel. Associating these leads with a campaign helps assess the effectiveness of the purchased list.
Salesforce Best Practices: Salesforce recommends using Campaigns to track marketing initiatives and their ROI. By mapping leads to a campaign, CK can leverage standard Salesforce campaign reporting to assess effectiveness and ROI.
Reference:
In summary, importing the list as new Leads and mapping the Campaign during import (Option C) allows Cloud Kicks to effectively track and measure the ROI of the purchased list.

Q16. Cloud Kicks recently completed an implementation of Sales Cloud. CK has trained its users to use the Salesforce Mobile app to access Salesforce from their mobile devices and wants to determine how often the Salesforce Mobile app is being used. What should the consultant recommend?

Open a case with Salesforce

Use the Lightning Usage app to view Mobile activity

Create a custom report type between users and Mobile activity

Create a custom report type between users and Identity Event Logs

Q17. Cloud Kicks needs the ability to determine the effectiveness of a recent marketing campaign on new leads. Which solution should the Consultant recommend?

Create a custom object and a record for the campaign, then relate the newly created record to the lead

Enable campaign influence and report on the influence percent and revenue share.

Specify the date range of the leads added to the campaign.

Create a custom text field to capture the marketing campaign

Q18. Northern Trail Outfitters has created a Complaints custom object related to Accounts. The organization-wide default has been set to Private. Only users within the Complaints Specialist public group should be able to view and edit any Complaint record.
Which option should a consultant recommend to meet the requirements?

Use Apex managed sharing to grant record access to users In the Complaints Specialist public group.

Create a criteria-based sharing rule that grants Read/Write access to the Complaints Specialist public group.

Set the Complaints object’s default visibility to allow only the users In the Complaints Specialist public group to access the records.

To ensure that only the Complaints Specialist public group can view and edit Complaint records in a Private sharing model, creating a criteria-based sharing rule is appropriate. This rule can be configured to grant Read/Write access to users in the Complaints Specialist group for all records in the Complaints object. This approach meets the requirement of limiting access while providing the necessary permissions to the designated group.
For more on sharing rules, refer to: Salesforce Sharing Rules Overview.
Northern Trail Outfitters has a Complaints custom object related to Accounts with an organization-wide default (OWD) of Private. Only users in the Complaints Specialist public group should view and edit all Complaint records.
Solution:
Criteria-Based Sharing Rule:
Purpose: Sharing rules open up record access beyond the OWD settings.
Implementation Steps:
Navigate to Setup > Sharing Settings.
Select the Complaints object and create a new Criteria-Based Sharing Rule.
Set the criteria to include all Complaint records (e.g., CreatedDate != null).
Share with the Complaints Specialist public group.
Set access level to Read/Write.
Advantages:
Scalability: Automatically includes all current and future Complaint records without manual intervention.
Security Compliance: Ensures only authorized users have access, adhering to the principle of least privilege.
Why Other Options Are Less Suitable:
Option A: Apex managed sharing is more complex and requires custom development. Standard sharing rules suffice for this requirement.
Option C: It’s not possible to set default visibility to only specific users via OWD settings; OWD applies universally and cannot target a public group.
Salesforce Sales Cloud Reference:
Sharing Rules Overview: Salesforce Help – Sharing Rules
Creating Criteria-Based Sharing Rules: Salesforce Help – Create Sharing Rules Public Groups: Salesforce Help – Create a Public Group By creating a criteria-based sharing rule, Northern Trail Outfitters ensures that only the Complaints Specialist public group has the necessary access to all Complaint records.

Q19. The sates manager at Cloud Kicks has proposed that the consultant one large Discovery meeting with 250 employees who use Salesforce currently to gain information to improve adoption.
What are the three efficient approaches the consultant could recommend to the sales manager?
Choose 3 answers

Arrange multiple sessions with small groups of employees.

Send a survey to all employees asking for a list of desired changes.

Ask management to select which employees should participate In sessions.

Ask all employees to email their ideas and feedback to the consultant.

Meet with a large group of employees to listen to their feedback.

Arranging multiple sessions with small groups of employees is an efficient approach to conduct discovery meetings, as it allows the consultant to interact with different types of users and gather more detailed and specific feedback from them. Sending a survey to all employees asking for a list of desired changes is another efficient approach, as it enables the consultant to collect quantitative and qualitative data from a large number of users in a short time. Asking management to select which employees should participate in sessions is also an efficient approach, as it ensures that the consultant meets with the key stakeholders and representatives of each business unit or function.

Q20. Cloud Kicks has purchased a list of prospects and wants sales reps to contact and measure the return on investment (ROI) of the purchased list.
Which solution should the consultant recommend?

Import the list as new Leads and update the Lead Source to “Purchased Lead”.

Import the prospects as Contacts and assign them to Accounts.

Import the list as new Leads and map the Campaign during import.

Q21. The Cloud Kicks IT team has noticed that there are many duplicate person Accounts. The team can often easily identify duplicates and wants to merge them. Which consideration should the Consultant convey regarding person Account merges?

Person Accounts can be merged with other person Accounts.

Person Accounts can be merged automatically by enabling the option in Account Setup.

Person Accounts with a redundant relationship can be merged with duplicate matching rules.

Person Accounts can be merged with Contact records.

Q22. The admin at uBHMBon tamers has been getting complaints from sales reps about duplicate Leads … Salesforce. The admin has already set up a matching rule for Leads.
What should the consultant recommend to resolve the issue?

Confirm the standard matching rule is inactivated.

Change the criteria for the standard Lead matching rule.

Change the criteria for the standard Contact matching rule.

Confirm the custom matching rule is activated.

Q23. A consultant has conducted Discovery sessions with Cloud Kicks stakeholders and is ready to start gathering use cases for Sales Processes.
Which two groups should provide content for the use cases?
Choose 2 answers

Sales reps

Finance team

Sales operations

Executives

Explanation
These two groups should provide content for the use cases for Sales Processes for Cloud Kicks. Sales reps are the primary users of the Sales Processes and they can provide information about their daily activities, challenges, needs, and expectations. Sales operations are responsible for designing, implementing, and managing the Sales Processes and they can provide information about the business requirements, best practices, metrics, and goals.

Q24. Cloud Kicks’ marketing department is migrating from its email campaign and management system to Salesforce. The marketing administrator wants to ensure that Cloud Kicks’ email templates are retained. Which two solutions should a Consultant recommend for a successful migration? Choose 2 answers

Manually recreate the email and mail merge templates in Salesforce.

Enable Email Import and use the import Wizard

Enable Email to Salesforce before sending email templates to Salesforce

Import email templates the Data Loader

Create an email template change set or use the Lightning Platform.

Q25. Northern Trail Outfitters (NTO) has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a dedicated sales engineer. The sales engineer will need access to their assigned sales representative accounts and opportunities. What should a consultant recommend to meet this requirement?

Enable account teams and have each sales representative configure their default teams

Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers

Create criteria-based sharing rules to share the accounts and opportunities with sales engineers

Create a trigger to add the sales engineers to their sales representative account and opportunity teams

Q26. Cloud Kicks has a complicated sales process. Sales reps often have difficulty deciding when to move opportunities through various stages.
Which solution should the consultant recommend?

Use automation to send emails to sales reps with Guidance for Success

Configure a dashboard that shows opportunities that have remained in the same stage for 30 days

Activate Path and add up to five key fields and Guidance for Success

Advise sales reps to collaborate on Slack to move opportunities along the pipeline.

Explanation
This solution should be recommended for Cloud Kicks if they have a complicated sales process and their sales reps often have difficulty deciding when to move opportunities through various stages. Activating Path and adding up to five key fields and Guidance for Success will allow Cloud Kicks to provide their sales reps with a visual representation of the sales process stages and helpful tips and resources for each stage. Path is a feature that helps sales reps move records along predefined steps by displaying key fields and guidance on each step.
Guidance for Success is a customizable section on Path that can include text, links, images, or videos to assist sales reps in completing tasks or achieving goals at each stage.

Q27. Northern Trail Outfitters (NTO) has configured a private sharing model with Opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary. As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives. Which data set filter on a single report would allow the sales representatives to see all opportunities they are involved with?

My collaborative opportunities

My team selling and my opportunities

My Team’s Opportunities – not sure due to incomplete question.

My Team selling shared opportunities

Q28. Cloud Kicks has enabled the Einstein Lead Scoring feature and rolled out Sales Cloud Einstein to ptkst users.
The pilot users are unable to view the Lead Score field on me Lead record page.
Which two steps should the consultant take to fix this issue?
Choose 2 answers

Add the Lead Score field to the Lead List View.

Add the Lead Score field to the Lead Page layout.

Assign the Einstein Lead Scoring permission set.

Assign the Sales Cloud Einstein permission set.

Explanation
Adding the Lead Score field to the Lead Page layout is a necessary step to fix the issue of pilot users not being able to view the Lead Score field on the Lead record page. The Lead Score field is a standard field that shows how likely a lead is to convert based on Einstein’s analysis of historical data and predictive factors. The Lead Score field must be added to the Lead Page layout for users to see it on their lead records. Assigning the Einstein Lead Scoring permission set is another necessary step to fix the issue, as it grants users access to view and use Einstein Lead Scoring features, such as Lead Score, Lead Score Insights, and Lead Score Field History Tracking.

Q29. Cloud Kicks has enabled Quotas in collaborative forecasts.
In which three ways can Quotas be managed for all users in the forecast hierarchy?
Choose 3 answers

Insert Quotas using API.

Add/update Quotas using the Data Import Wizard.

Add/update Quotas using DataLoader.

Configure Forecast Quotas.

Configure Forecast Settings.

Q30. 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 a parent account.
Which recommendation meets this requirement?

Configure after-save flow to update a custom field on the parent account with the total value of won opportunities from the child accounts.

Reference the revenue totals on the parent accounts in the Account Hierarchy view.

Create a roll-up summary field on the Account with the total value of won opportunities from the child accounts.

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