CRT-251 Practice Test

Universal Containers wants to associate some contacts with more than one account (e.g., a contact in
an employee of one account and on the boards of several other accounts). Which solution should a
consultant recommend to meet this requirement?

A.

Enable contacts to multiple accounts feature.

B.

Clone the contact record and add it to the second account.

C.

Add the contact to the partners related list on the second account.

D.

Associate the contact to other accounts using a custom lookup field

Universal Containers plans to implement lead management functionality for channel sales
representatives who need to push pre-qualified leads to their partners. Partners need the ability to
access and update the leads assigned to them. Which solution should a consultant recommend for
this scenario?

A.

Create a customized site where partners can self-register and access their leads.

B.

Configure a separate leas record type and page layout for the Partner Community.

C.

Create a task for a partner when a new lead is created and assign the task to the partner in the
Partner Community.

D.

Add the leads tab to the Partner Community and configure partner profiles to access leads.

Universal Containers acquires sales leads each year through trade shows. Occasionally, duplicate
leads are generated when the marketing team imports leads that already exist in the system. What
should a consultant recommend to prevent duplicate leads in the system?

A.

Upload the leads to Data.com to remove the duplicates and select the option to have them
automatically imported.

B.

Upload the leads and click the “Find Duplicates” button for each of the leads to identify potential
duplicate lead records.

C.

Upload the leads using Data Loader and enable the “Find Duplicates” setting to prevent duplicate
records.

D.

Upload the leads using Data Import Wizard and select the appropriate field to match duplicates
against existing records.

A premier customer for Universal Containers needs access to confidential product roadmap
information. Which two steps should a sales representative take to securely send this information
using content delivery?
Choose two answers.

A.

Remove access to content after a specified date.

B.

Require the customer to enter a password to view the content.

C.

Require the customer to enter a security token to download the content.

D.

Require the recipient to log into Salesforce to access the content.

Universal Containers wants to improve the accuracy of its current sales forecast. It also wants to
improve the relevance of its sales stages and the role they play in the sales process.
How should the relationship between the various elements of the sales process be defined to meet
these requirements?

A.

Map sales probability values to forecast categories; assign sales stages accurate percentages.

B.

Map forecast probability to opportunity probability; assign appropriate sales stage.

C.

Map appropriate sales stage to opportunity stage; assign accurate forecast probability.

D.

Map opportunity stages to forecast categories; assign accurate probability to each stage.