Pass the Salesforce Cloud Consultant CRT-251 Questions and answers with ValidTests

This solution will meet the requirement by allowing Universal Containers to divide the revenue of the closed Opportunities between sales reps that worked on the deal and credit technical sales managers for their support. Enabling Opportunity splits will allow sales reps to share credit for an Opportunity with other team members based on their contribution or involvement in closing a deal. Revenue splits will allow sales reps to divide a percentage of an Opportunity’s amount among team members who helped generate revenue for that Opportunity. Overlay splits will allow sales reps to give credit to team members who provided assistance or support for that Opportunity without generating revenue directly.

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.

During the Discovery phase, observing end users helps consultants understand how users interact with the current system, identify pain points, and determine which capabilities of a Sales Cloud implementation are required. By directly observing the workflow and usage patterns, consultants can gather valuable insights into user needs and requirements, ensuring that the implementation aligns with actual business processes.

References:

Discovery Phase Best Practices

Understanding User Needs through Observation

Implementing sales processes that map to each Opportunity record type and creating Opportunity record types for each product line are the two actions that can meet these requirements. A sales process is a set of stages that represent the steps in your sales cycle for a specific product line or business unit. An Opportunity record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. By creating Opportunity record types for each product line and mapping them to different sales processes, sales reps can follow the product-specific sales cycle once they qualify a prospect.

An Outbound Message combined with a record-triggered flow is an effective solution for sending data about opportunities to an external ERP application when an opportunity is closed. This approach allows Salesforce to send a message containing the opportunity data to a specified endpoint whenever an opportunity record meets the specified criteria (e.g., when it is marked as Closed Won). This method ensures real-time integration and data synchronization between Salesforce and the external ERP system.

References:

Outbound Messaging

Record-Triggered Flows

Implementing a lead scoring strategy is the most effective way to help sales reps focus on leads most likely to result in a sale. Lead scoring involves assigning values to leads based on criteria such as demographic information, behavior, and engagement levels. This helps sales teams prioritize their efforts on high-quality leads, improving conversion rates and sales efficiency. According to Salesforce documentation, lead scoring can significantly enhance sales productivity by ensuring that the most promising leads are followed up on promptly.

Before enabling Opportunity Splits, it is essential to ensure that Opportunity Teams are enabled and that the opportunity owner is a team member. Opportunity Splits rely on the Opportunity Teams feature to function correctly, as splits are allocated among team members. Ensuring that the opportunity owner is part of the team guarantees that the splits are appropriately assigned and managed. This prerequisite is critical to setting up and using Opportunity Splits effectively.

Record types allow you to assign different page layouts, picklist values, and business processes to different users based on their profiles. You can create three record types for the three product lines, and assign them to the appropriate sales teams. You can also create three sets of opportunity stages that reflect the unique sales methodologies for each product line, and associate them with the corresponding record types. This can help you customize the Sales Cloud functionality for each product line and track their progress separately. Verified References:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 17)

https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm &type=5

https://help.salesforce.com/s/articleView?id=sf.customize_opptystages.htm &type=5