CRT-251 Practice Exam Questions and Answers

These three reasons could explain the sales rep’s experience of being able to edit some opportunities associated with accounts they own, but not others. If the organization-wide defaults for opportunities are set to Private, then the sales rep can only edit the opportunities that they own or that are explicitly shared with them. If all provisioned Opportunity object permissions enable Read access with all accounts the sales rep owns, then the sales rep can view but not edit any opportunity associated with their accounts, regardless of who owns the opportunity. If some opportunities associated with the sales rep’s account are owned by other users, then the sales rep can only edit those opportunities if they have been shared with them or if they have a higher role in the role hierarchy than the owner.

Creating retailer and distributor lead processes can help CK follow two different lead qualification processes before converting leads into opportunities, as it allows them to define different sets of picklist values for the Status field for each lead type. A lead process is a collection of stages that represent the steps that users take to qualify leads, such as Open, Contacted, Qualified, or Converted. Creating Status picklist values specific to each lead type can also help CK follow two different lead qualification processes, as it allows them to customize how they track and measure their progress with different types of leads. For example, they may have different criteria or actions for qualifying a retailer lead versus a distributor lead. Creating distributor and retailer lead record types can also help CK follow two different lead qualification processes, as it allows them to assign different page layouts, processes, and business logic for each lead type. A record type is a way to categorize records based on different business requirements or user profiles.

These are two Salesforce features that can help meet the requirement of returning or reducing the quantity of activated orders. An order is a confirmation of a sale that lists products sold or services rendered to a customer, along with prices and terms of delivery or service. An order can have different statuses, such as Draft or Activated. Some features that can help manage orders are:

Zero Quantity Orders: This feature allows users to create orders with zero quantity for products that are returned or canceled by customers. Zero quantity orders can be used to track returns or cancellations without affecting inventory levels or revenue forecasts.

Reduction Orders: This feature allows users to create orders with negative quantity for products that are reduced or partially returned by customers. Reduction orders can be used to track reductions or partial returns without affecting inventory levels or revenue forecasts.

To set sales quotas for all sales reps, the consultant should consider the following solutions:

Enable Forecast Quotas from Setup. This allows the administrator to enable quotas for users and assign them to forecast types.

Use the API. This allows the administrator to import quota data from external sources using SOAP or REST API calls.

Use Data Loader. This allows the administrator to import quota data from CSV files using a graphical user interface.