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Exam Name:
Salesforce Certified Sales Cloud Consultant (Sales-Con-201)
Exam Code:
CRT-251
Questions:
190
Update Date
Sep 30, 2025
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Certified Salesforce Sales Cloud Consultant (SP25)

Pass4sure CRT-251 dumps

Salesforce Certified Sales Cloud Consultant (Sales-Con-201)

Sample Questions


CRT-251 Sample Question 1


The sales manager at Cloud Kicks has asked a consultant to create a reportto track when
opportunities reach a certain stage with an amount equal to $100,000. The consultant
saves the report to the Big Deals folder, which is a subfolder of the Sales Team folder. The
Sales Manager role has View access to the Sales Team folder. Thesales manager wants to
subscribe to the report.
Which permission does the sales manager need to subscribe to the report created by the
consultant?

A. Subscribe to Reports permission
B. Subscribe to Reports: Set Running User permission
C. Subscribe to Reports: Add Recipients permission
D. Subscribe to Reports: Run Reports permission


ANSWER : A



CRT-251 Sample Question 2


Universal Containers is growing its international business. Domestic account executives
believe that the standard price book has become difficult to use because there are too
many records reflecting different currencies and country-specific product variations.
What should the consultant recommend to improve usability for account executives?

A. Create product families to enable users to filter by continent and country.
B. Use custom price books for domestic and international customers.
C. Use separate product catalogs for domestic andinternational customers.
D. Update the product naming conventions to include the currency in the product name.


ANSWER : B



CRT-251 Sample Question 3


Sales reps at Cloud Kicks are responsible for creating leads manually and entering relevant
details. The marketing department has noticed that some leads are missing important
information.
What are two functionalities the consultant should apply to ensure that key fields are
populated?
Choose 2answers

A. An assignment rules
B. A flow
C. A required field
D. A validation rules


ANSWER : C,D



CRT-251 Sample Question 4


The Universal Containers management team wants to help sales reps determine the nght
time to contact prospects.
What should the consultant recommend to meet the requirement?

A. Implement Sales Dialer and begin cold calling leads to request availability.
B. Create a formula field to determine the prospects time zone.
C. Configure Einstein Lead Scoring to determine the best time to make contact.
D. Enable Email Tracking with reporting and activity timeline.


ANSWER : D



CRT-251 Sample Question 5


Cloud Kicks is preparing to deploy its configurations. The chosen release date is during
a Salesforce Release window. The current configuration is in Non-Preview Sandbox.
Which two strategies should a consultant recommend?
Choose 2 answers

A. Deploy before the Salesforce Release
B. Test new configurations in a Non-preview Sandbox
C. Deploy after theSalesforce Release.
D. Test new configurations in a Preview Sandbox.


ANSWER : C,D



CRT-251 Sample Question 6


Universal Containers' sales operations team needs to provide visibility onsales pipeline
changes on a monthly basis.
How should the consultant meet this requirement?

A. Create an Opportunity History report for open pipeline Opportunities in a given daterange.
B. Create a custom pipeline date range field and display it on the Forecasting tab.
C. Create a sales pipeline dashboard that includes filters for Opportunity date ranges.
D. Create training an how to use date filters on reports to compare pipeline for differentdate ranges.


ANSWER : A



CRT-251 Sample Question 7


Cloud Kicks has configured Einstein Activity Capture (EAC) for email and is waiting to
deploy it. In the meantime, a consultant is preparing training to help end users get up to
speed on the product.
Which two points should the consultant include in the training information?
Choose 2 answers

A. Users can choose to show emails added via EAC in the Related Lists activities view.
B. Users must connect an email account to Salesforce and agree to terms before they cansend emails in Lightning.
C. Users can set their Excluded Addresseslist which takes priority over the global ExcludedAddresses list.
D. Users can share individual emails or make them private.


ANSWER : A,B



CRT-251 Sample Question 8


Cloud Kicks (CK) wants to implement sharing rules. Whichthree considerations
should the consultant explain to CK?
Choose 3 answers

A. CK can expand access beyond the organization-wide default levels with sharing rules.
B. Organization-wide defaults must be Public Read Only or Private to create sharing rules.
C. Sharing rules apply only to new records that meet the definition of the source data set.
D. When a sharing rule is deleted, the sharing access created by that rule must bemanually removed.
E. When multiple sharing rules are assigned, the user is assignedthe least restrictiveaccess.


ANSWER : A,B,E



CRT-251 Sample Question 9


The Cloud Kicks team has made a correction in a sandbox environment that needs to be
deployed to production as soon as possible. The sandbox and production environments are
on two different versions of Salesforce. The fix requires functionality in the sandbox
version.
Which action should the consultant recommend?

A. Deploy from version control before the Salesforce Platform upgrade window.
B. Deploy changes from the sandbox to production this weekend.
C. Deploy the changes from the sandbox to production once both environments are on thesame version.
D. Deploy the changes from me sandbox to production concurrently with the SalesforcePlatform upgrade.


ANSWER : C



CRT-251 Sample Question 10


Cloud Kicks (CK) acquired a company. The VP of technology wants to migrate all the sales
data into CK’s Salesforce instance.
Which data migration sequence should the consultant recommend for the objects?

A. Accounts, Contacts, Opportunities, Products, Product Line Items, Cases, Leads,Campaigns
B. Contacts, Accounts, Leads, Campaigns, Opportunities, Products, Product Line Items,Cases
C. Opportunities, Products, Product Line Items, Cases, Leads, Campaigns,Accounts,Contacts
D. Accounts, Opportunities, Contacts, Products, Product Line Items, Cases, Leads,Campaigns


ANSWER : D



CRT-251 Sample Question 11


Universal Containers is analyzing data to identify gaps, and wants to know which Accounts
with ...opportunities are missing Contacts. Which feature should a consultant recommend to build this report?

A. Custom report type
B. Joined report
C. Cross filter
D. Custom filter


ANSWER : C



CRT-251 Sample Question 12


Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount,
on Opportunity that allows sales reps to record when they give a discount on an
opportunity. CK just added a new business unit to Salesforce. Managers in the new
business unit report that their forecasts are accurate but they are unable to see the
discount amount in the Opportunity list in Collaborative Forecasting.
What should a consultant do to resolve the issue?

A. Add a new discount field for the new business unit.
B. Check the field level security for the managers' profile.
C. Add the Discount field to the Sales Path for the managers.
D. Use a validation rule to ensure that a discount is entered.


ANSWER : B



CRT-251 Sample Question 13


The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to
keep Account data current.
What should the consultant recommend to maintain current Account information?

A. Build a weekly data update from in-house systems to refresh data in Salesforce.
B. Email the contacts and leads to obtain their current information.
C. Enable Automated Account Fields in Setup.
D. Use third-party data to update and add records to Salesforce.


ANSWER : D



CRT-251 Sample Question 14


The sales team at Cloud kicks Cloud has roughly 100 members. The sales director has
requestedthat newly created reports be shared with the sales team.
How should the consultant efficiently share these reports?

A. Create a report folder, add members in a specific profile, and share the Report folder.
B. Create a report folder, add members in a specific Role, and share the Report folder.
C. Create a report folder, add members to a Private Group, and share the Report folder.
D. Create a report folder, add members in a specific Queue, and share the Report folder.


ANSWER : B



CRT-251 Sample Question 15


‘Cloud Kicks (CK) needs to comply with GDPR requirements. Personal information is
limited to only users who need access to a company's:
Account. CK has a private Account model.
How should theconsultant provide specific Account access to the renewals and sales
operations teams?

A. Build renewals and sales operations Account team member roles and allocate them tothe appropriate users,
B. Create a criteria-based sharing rule to share Accounts with the sales operations andrenewals public groups.
C. Change the roles of renewals and sales operations team members in the defaultOpportunity team.
D. Create a role-based sharing rule to share all Accounts with the sales operations andrenewals roles.


ANSWER : B



CRT-251 Sample Question 16


Cloud Kicks has hired a consultant to help with its initial Salesforce implementation.
Which three steps should the consultant take to help Cloud Kicks get Salesforce up and
running?
Choose 3 answers

A. Define company vision.
B. Finalize integrations.
C. Prioritize goats.
D. Define KPIs.
E. Analyze competitors.


ANSWER : A,C,D



CRT-251 Sample Question 17


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?

A. Set the organization-wide sharing default for the Opportunity object to Private.
B. Create custom fields on the Opportunity object for sales reps to enter a creditpercentage.
C. Enable Opportunity Spats and add the Opportunity Splits related list to Opportunity pagelayouts.
D. Enable Opportunity Team Selling and create a report grouped by Opportunity teammember.


ANSWER : C



CRT-251 Sample Question 18


Cloud Kicks uses Salesforce in Lightning Experience to manage business Accounts and
Person Accounts. The sales director wants to associate Person Accounts to business
Accounts and/or Contacts.
Which Salesforce featureshould the consultant recommend to meet these requirements?

A. Use a junction object between Accounts and Contacts.
B. Use the Contacts to Multiple Accounts feature.
C. Create a custom lookup from Accounts to Contacts.
D. Create a reverse lookup fromContacts to Accounts.


ANSWER : B



CRT-251 Sample Question 19


Cloud Kicks has 12 stages m its sales process. The probabilityof winning the sale must be
indicated. The sales manager uses sales stages and probability for forecasting. The sales
manager wants a condensed summary of the forecasts without affecting the sales team.
Which approach should a consultant recommend to streamline forecast reporting?

A. Create a custom object to be used in forecast reporting.
B. Reduce the number of opportunity stages and report on probability.
C. Align opportunity stages with probability and use collaborative forecasts for reporting.
D. Alignforecast categories to multiple opportunity stages and report on forecast category.


ANSWER : D



CRT-251 Sample Question 20


The Cloud Kicks team needs to quickly look up contacts, accounts, and opportunities and
easily log calls from their mobile phones. Due to limited coverage in certain geographic
areas, the team wants access to customer information while out of the office and when they
are without an internet connection.
Which two steps should the consultant recommend?
Choose 2 answers

A. EnableSalesforce Inbox.
B. Enable caching and Offline Edit.
C. Enable Mobile SDK.
D. Download the Salesforce mobile app.


ANSWER : B,D



CRT-251 Sample Question 21


Cloud Kicks noticed its data quality has degraded since its initial Sales ‘Cloud Hs ion and is
working with a co to ip a data management plan. The consultant suggested some best
practices for creating, processing, and maintaining data.
Which two areas could be improved by using third-party data enrichment tools?
Choose 2 answers

A. Roles and record ownership
B. Validation rules
C. Monitoring changes and updates
D. Naming and formatting


ANSWER : B,C



CRT-251 Sample Question 22


Cloud Kicks’ global sales operations team has to export reports from Salesforce and
manipulate them in Excel to convert regional deals to the correct currency conversion.
What
are twouse cases for enabling Advanced Currency Management that will allow the
company to generate accurate reporting directly in Salesforce?
Choose 2 answers

A. Adjust currency conversion dynamically based on a given date range.
B. Adjust currency rates on a set schedule.
C. Show deal value in a user's default currency.
D. Implement org-wide reporting that displays deal values appropriately.


ANSWER : A,D



CRT-251 Sample Question 23


Universal Containers continues to see substantial growth year-over-year. Outside sales
reps think the* territories are too dense to cover adequately. Leadership has decided to
modify the existing safes territories and hire additional staff tomake the account allocations
more manageable. So the states win change from one territory to two or more smaller
territories. In these instances, accounts will need to be reassigned to new territories.
Sales operations wants to review the territory accountassignments and verify the accuracy
before the changes are reflected m Sales Cloud.
How should the consultant show sales operations what the data will look like after the
change?

A. Use Tableau to geocode account addresses and display on a territory map.
B. Install the Territory Management Reporting Pack from the AppExchange.
C. Run the updated assignment rules in Planning State and view the accounts on theterritory detail page.
D. Use Data Loader to export the accounts and make updates in Google Sheets.


ANSWER : C



CRT-251 Sample Question 24


The salesdirector at Universal Containers wants to ensure that a custom field on the Lead
object is excluded from Einstein Lead Scoring.
How should the consultant meet the requirement?

A. Exclude the custom field from all page layouts.
B. Omit the custom field fromthe scoring model.
C. Clear the custom field's values on all records.
D. Make the custom field Read-Only on all profiles.


ANSWER : B



CRT-251 Sample Question 25


A consultant has completed the Build and Validate phases of a Sales Cloudimplementation
at Cloud Kicks.
Which step should the consultant complete next?

A. Upgrade to the latest Salesforce Release.
B. Sign off on the statement of work.
C. Deliver training.
D. Complete a post-mortem.


ANSWER : C



CRT-251 Sample Question 26


A sales manager for one of Cloud Kicks" sales territories is unable to see a forecast for the
current quarter.
How should the consultant resolve thisissue?

A. Add the sales manager to the Forecasting public group.
B. Configure the date filter on the forecast and assign it to the sales manager.
C. Set the sales manager as the Forecast Manager for this territory.
D. Select the correct forecast on the sales manager's user record.


ANSWER : C



CRT-251 Sample Question 27


Universal Containers recently implemented Sales Cloud. Stakeholders want insights into
how logging interactions with customers impacts the number of won sales deafs.
Which report should the consultant create to meet the requirement?

A. Closed Won Opportunities by Account
B. Closed Won Opportunities with Activities
C. Closed Won Opportunities by the sales team
D. Closed Won Opportunities with Recommendations


ANSWER : B



CRT-251 Sample Question 28


Cloud Kicks (CK) maintains products and price books on an external platform due to the
high frequency of pricing changes to products. CK hasa B2B license. Sales managers want
to monitor pipeline by sales rep and territory, report on team revenue to goal, and view
order status «n Salesforce. What are two actions the consultant should take to meet the requirements?
Choose 2 answers

A. Enable Optional Price Books for Orders.
B. Implement Opportunity Teams and Opportunity Splits
C. Use opportunities and enable Forecasts
D. Import products and price books from the external platform.


ANSWER : A,B



CRT-251 Sample Question 29


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?

A. Add opportunity owners to the Opportunity Team and configure contact sharing.
B. Transfer account ownership from themselves to the opportunity owner.
C. Transfer contact ownership from themselves to the opportunity owner.
D. Add opportunity owners to the Account Team and configure contact sharing.


ANSWER : D



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