CRT-251 Exam Dumps - Salesforce Certified Sales Cloud Consultant (WI25)

The best way for the consultant to present the information about how sales reps use Salesforce to work a deal is to utilize a Business Process Map. This map will provide an overview of the process, and can be used to explain how each step of the process works. Additionally, a Business Process Map can also be used to identify areas of optimization and improvement, as well as to document any changes that need to be made. A Sales Architecture Map, System Landscape Diagram, and Entity Relationship Diagram are not suitable for this purpose.

Activities logged and data quality score are two key metrics that can help measure user adoption of Sales Cloud solutions. Activities logged can indicate how often and how well users are recording their customer interactions and following up on their tasks. Data quality score can indicate how complete and accurate the data entered by users is, and how well it meets the data standards. Verified References:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 20)

https://trailhead.salesforce.com/en/content/learn/modules/sales_admin_user_adoption/sales_admin_user_adoption_metrics

To provide visibility into how often sales reps are creating opportunities after they are already closed won, the best solution is to configure a report that displays opportunities with a closed date earlier than the created date. This report will highlight any discrepancies where opportunities are being backdated, allowing sales management to monitor and address this issue directly.

References:

Reporting on Opportunity History

Creating Reports to Monitor Sales Activities

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.

Before enabling Person Accounts, it is mandatory to create at least one Account record type in Salesforce. Person Accounts use record types to differentiate between business accounts and individual consumer accounts. This step ensures that the Salesforce org is properly configured to handle Person Accounts, which combine the characteristics of both accounts and contacts.

References:

Enabling Person Accounts

Person Accounts Overview