View CRT-251 Exam Questions

Q: 1

Universal Containers continues to see substantial growth year-over-year. Outside sales reps think their territories are too dense to cover adequately. Leadership has decided to modify the existing sales territories and hire additional staff to make the account allocations more manageable. Some states will 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 account assignments and verify the accuracy before the changes are reflected in Sales Cloud. How should the consultant show sales operations what the data will look like after the change?

Options

Discussion

Luna C. Feb 23, 2026 5:17 am

Makes sense to pick B, since running the rules in Planning lets sales ops preview changes before going live.

Layla W. Feb 24, 2026 6:19 pm

B , I've seen similar scenarios on practice questions and the official guide, Planning State lets you preview changes before finalizing.

QuinnV Feb 20, 2026 5:57 pm

Guessing B. Planning State is made for this scenario, since you can test assignment changes before committing them. A is tempting but only shows static info, doesn't let you preview proposed changes. Open to discussion if someone got a different result.

Morgan Feb 9, 2026 10:40 pm

Makes sense to me, B. Running assignment rules in Planning State actually gives sales ops a preview before anything goes live.

Piya M. Feb 21, 2026 1:35 pm

B tbh, Planning State is exactly for previewing changes before activating them. Reports (A) only show what's already assigned, can’t model proposed adjustments. Pretty sure that’s what they’re testing here.

Ivy G. Feb 23, 2026 10:18 am

A or B here. I used to think A because reports can compare territory changes, but B is probably what Salesforce expects since Planning State lets you preview assignments before anything goes live. The wording's tricky though because "review" could mean static or future state. Anyone see a trap with A?

Ishaan S. Feb 10, 2026 9:43 am

Ishaan Feb 16, 2026 1:52 am

Its B, practice tests and Salesforce official docs cover Planning State scenarios like this.

Owen N. Feb 26, 2026 2:14 am

A tbh. I figured reports and dashboards comparing before and after would let ops see both old and new territory allocations side by side. Not totally sure though, since maybe they'd want to see it live in Planning State?

Aaron S. Feb 20, 2026 7:47 pm

I don’t think it’s A. B is the only one that actually uses the Planning State feature, which lets you simulate and review how the new territory assignments will look before anything changes in Sales Cloud. A just gives static reports, so sales ops wouldn’t see future assignments for review. Pretty confident B is right, but happy to hear other opinions if someone had different experience.

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Q: 2

The VP of sales at Cloud Kicks wants to provide options to sales reps for changing account or contract details for a created order. Which condition should the consultant consider to meet this requirement?

Options

Discussion

AvaL Feb 11, 2026 4:36 am

Option B Only draft status lets sales reps update account or contract details for an order, that's the key Salesforce restriction here.

Liam C. Feb 9, 2026 10:01 am

Option B is correct here since account or contract edits on orders are only allowed in draft status. Official Salesforce guide and practice test questions both highlight this rule, so pretty sure that's the consultant's key consideration. If you think otherwise let me know.

Taylor L. Feb 9, 2026 1:21 pm

Not sure why some folks keep picking A, but it's definitely B here. Only orders in draft status can have account or contract fields edited. A is a common trap since just having an active contract doesn't unlock those changes.

Amelia C. Feb 22, 2026 11:48 am

Yeah, it's B for this one.

Meera C. Feb 24, 2026 6:31 pm

B tbh, that's what I've seen in practice. Only draft status lets you change the linked account or contract info on an order. As soon as it's activated, those fields get locked down. Similar question came up on mock exams too.

Cameron Q. Feb 21, 2026 4:32 pm

B is what I'd pick too. You can't change account or contract details if the order's already activated, only when it's in draft. If you've seen otherwise in your org setup, let me know!

Sara O. Feb 26, 2026 6:04 pm

I think it's B, as changes to account or contract on an order are only allowed when the order is still in draft status. Not 100 percent sure so if you see it differently, let me know.

Reese I. Feb 18, 2026 2:20 pm

B fits here because Salesforce only allows editing account or contract details if the order's still in draft status. After it's activated, those fields lock down. Pretty confident on B but flag if you think otherwise.

Mason A. Feb 15, 2026 8:23 pm

Its B because Salesforce limits edits to account or contract info when the order's still in draft. Once activated, you lose that option. Pretty sure that's what they're after here.

Riley T. Feb 26, 2026 7:11 am

Its B, seen this in both official study guide and practice sets.

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Q: 3

Cloud Kicks needs to implement a group of campaigns that are related to a specific marketing initiative to report on success. What should a consultant recommend to meet the requirement?

Options

Discussion

Luna R. Feb 12, 2026 7:40 am

B. parent campaign is made for this kind of grouping in Salesforce, just use the built-in hierarchy.

Zoe N. Feb 16, 2026 1:39 am

B , Parent Campaign field is built in and meant for exactly this. No need to complicate things with custom objects.

Neha G. Feb 26, 2026 6:58 pm

Cameron Feb 12, 2026 12:22 am

I see why B is usually picked. Parent Campaign links everything for better rollup reporting.

JackA Feb 22, 2026 1:38 pm

Actually it's B, Parent Campaign field. That handles campaign grouping for reporting just fine in most use cases.

Jordan Feb 26, 2026 3:13 pm

C tbh. I figured a custom Campaign Group object would allow more flexibility if marketing has complex relationships between campaigns, not just parent-child. Maybe I'm missing a standard feature, but feels like C covers broader needs. Anyone see an issue with that logic?

Owen G. Feb 26, 2026 3:45 am

B not C. Parent Campaign field is made exactly for grouping campaigns under one initiative. Custom object feels like a trap here.

Sanjay D. Feb 13, 2026 8:25 pm

I was thinking C since custom objects are more flexible. If Cloud Kicks wants more complex grouping and not just parent-child, wouldn't a Campaign Group object work? Not fully sure though, feel free to correct me.

Rowan L. Feb 18, 2026 4:28 pm

B , Salesforce already lets you group campaigns with the Parent Campaign field out of the box. Makes reporting on initiatives a lot easier and no need for custom objects here. I've seen similar wording before and B was correct but open to other views if I've missed something!

Ava G. Feb 19, 2026 6:51 am

B tbh. Parent Campaign lets you group related campaigns natively in Salesforce, so you can easily roll up reporting for the initiative.

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Q: 4

Cloud Kicks wants to improve its return on investment (ROI) by creating intelligent processes built on trusted, targeted data. What is a justification for using AppExchange data services?

Options

Discussion

Alex Feb 12, 2026 6:06 am

B imo, C is easy to confuse here since lead scoring sounds right, but AppExchange data services are more about segmentation and personas. Pretty sure that's the intent, unless I'm missing something sneaky in the wording.

Ravi L. Feb 24, 2026 2:06 am

C or A. Feels like creating surveys or using lead scoring could impact ROI too, not just segmentation.

Nathan Feb 17, 2026 2:52 am

Why B over A? Salesforce Surveys isn’t really about persona or segmentation data.

Ivy Feb 24, 2026 8:42 pm

I don't think it's C here, even though forecasting is important. B fits better since AppExchange data services are really about segmentation and personas for targeted insights. C looks like a trap if you focus on 'customizable'.

RileyI Feb 7, 2026 4:11 am

B . AppExchange data services are known for helping with segmentation and scoring, which lines up best with intelligent processes for ROI. Not 100% but can't see a better fit from the choices here.

Reese H. Feb 15, 2026 6:56 am

B fits best with how AppExchange data services support targeting and segmentation. Not ruling out C fully though.

SofiaT Feb 26, 2026 2:15 pm

B tbh, C is tempting with lead scoring but AppExchange data services focus more on segmentation with personas.

Aisha A. Feb 15, 2026 12:24 pm

B , AppExchange data services are really made for segmentation with personas using good data. C could trick you with lead scoring, but it's not quite the same use case in exam reports.

Ben C. Feb 27, 2026 5:45 am

Aisha N. Feb 23, 2026 9:41 pm

Not A, B. Surveys are cool for feedback but segmentation with personas feels more like what AppExchange data services actually power here.

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Q: 5

Universal Containers (UC) deployed Sales Cloud 3 months ago to the North American sales teams. One of the reasons UC selected Sales Cloud is its mobile support which provides flexibility for sales reps. How should the consultant assure UC's management that Sales Cloud is being successfully adopted on mobile devices?

Options

Q: 6

How can a consultant determine which capabilities of a Sales Cloud implementation are required during the Discovery phase?

Options

Discussion

Adam Feb 11, 2026 5:20 am

Option C

Daniel I. Feb 7, 2026 8:41 pm

C or B, but leaning to C. Nice clear question, feels like what practice exams are showing lately.

Jordan Feb 10, 2026 3:51 pm

C is correct here. You figure out capability needs by watching how end users actually work during Discovery, not just by setting KPIs or demoing stuff. Pretty sure that's the standard approach for this phase, but let me know if you see it differently.

Mason Q. Feb 21, 2026 5:09 pm

Its B

Aaron R. Feb 25, 2026 8:14 pm

Gotta be C, since Discovery's all about seeing how users actually work.

Owen F. Feb 12, 2026 1:32 am

Most practice tests and the official guide point to C.

Casey K. Feb 13, 2026 4:25 pm

C vs B for me. Demoing (A) feels like a trap here since it’s more about showing features, not gathering requirements. I think C since observing users is key in Discovery, but maybe B if KPIs were mentioned more specifically. Open to other takes.

Logan Feb 16, 2026 6:37 am

A is wrong, C. The trap here is thinking a demo (A) helps with requirements when Discovery should be all about observing what users really do. Pretty sure C is what exam reports say too.

CalmDev7411 Feb 15, 2026 5:43 am

C is what I picked too. Watching how users actually work uncovers hidden needs you might miss if you just ask them or demo stuff. Not 100 percent sure but in Discovery, direct observation always gave me the best requirements.

JasonD Feb 17, 2026 3:34 am

Its C. Observing end users lets you see their real processes and pain points, instead of just hearing what they think they need. KPIs (B) come later once you know the requirements. Pretty sure about this from my last project, but open if anyone disagrees.

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Q: 7

Universal Containers has implemented Salesforce for all of its sales reps. All sales reps are required to select the win or loss stage on every closed opportunity. Managers like to measure the win ratio for all of the sales reps. How should a consultant meet the requirement?

Options

Discussion

FriendlyEngineer8195 Feb 7, 2026 3:48 pm

Option B

Taylor Z. Feb 20, 2026 5:17 am

Avery I. Feb 17, 2026 2:55 pm

C , because if managers want to see the win ratio on every opportunity itself instead of just getting it from reports, custom formula fields would show that directly on the record. The question doesn’t clearly specify whether it’s supposed to be aggregated across teams or visible per opportunity. If it was only about reporting, I’d lean B. Anyone else read it like this?

Mason Feb 20, 2026 8:20 pm

Ivy P. Feb 24, 2026 5:25 am

B , since the requirement is about managers measuring win ratio, not showing it on every Opp record. Reports with custom summary formulas do this best. If the question said reps or managers needed to see win ratio per record, I'd rethink it, but that's not mentioned here.

Adam K. Feb 14, 2026 2:12 am

Honestly, Salesforce reporting is such a pain sometimes. Probably B since summary formulas in a report do the job.

CalmMentor7528 Feb 24, 2026 3:06 am

Guessing B. Building a report with summary formulas is the easiest way for managers to see win ratios for all reps, not just on individual opportunities. C feels off, since win ratio isn't really a per-record field.

Mason L. Feb 7, 2026 11:37 pm

B vs C, but C is a trap here-B covers manager-level win ratio the question asks for.

Casey I. Feb 11, 2026 5:23 pm

Probably B, but if managers ever needed the win ratio visible directly on each Opportunity record, that'd actually make C valid instead.

Jordan S. Feb 15, 2026 10:59 pm

Don’t think C is the way-it’s more for single Opportunity records. B makes sense because summary formulas in reports let you calculate win ratios over all reps, which is what managers want. Seen similar on practice sets. If anyone picked A, it’s a trap since standard reports don’t give that custom ratio.

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Q: 8

Cloud Kicks (CK) acquired a shoe distribution partner. The marketing and sales directors want to migrate the existing sales and marketing data into CK's Sales Cloud instance. Which aspect should the consultant consider first before proceeding with the data migration?

Options

Discussion

Parker E. Feb 18, 2026 8:08 pm

C . B distracts but you have to know what and how much data before setting up access.

Daniel B. Feb 19, 2026 1:05 am

C . B is tempting but if you don't first know how much data and what kind, can't plan anything else. Scoping the data volume is key before worrying about sharing rules.

Skyler Z. Feb 9, 2026 7:56 am

C . You have to figure out what and how much data you're actually moving before worrying about roles or licenses. B trips people up, but access controls don't matter until you know what needs controlling. Seen similar in practice questions-identify the data scope first, every time.

Nathan R. Feb 19, 2026 1:43 pm

Maybe B. Role hierarchy and sharing usually comes up early in migration planning since permissions can break if they're not set, so I think that's important before moving data.

Jamie H. Feb 22, 2026 2:56 pm

Option B similar question seen in a practice exam.

Jordan Feb 16, 2026 3:57 pm

C , unless you know how much and what kind of data is moving over, you can’t even size the project or prep the tools needed. B matters later but always start by identifying scope. Anyone see a weird edge case with custom objects?

JackL Feb 17, 2026 12:56 pm

C. that's what I'd pick. You need to know how much and what type of data before any real planning or technical steps. Without that, can't predict effort, tool choice, or risks. Pretty sure that's what Salesforce wants here.

Sean Z. Feb 21, 2026 9:47 pm

Option C but I get why B is tempting. You really need to know the data size before anything else.

Piya K. Feb 8, 2026 5:07 am

I’d say B for role hierarchy, since data access can get messy if you don't map out sharing before bringing in new records.

Luna Feb 25, 2026 8:29 pm

C , figuring out the data volume is key before anything else. Can't really plan the migration process or estimate effort without knowing what you're dealing with. Role hierarchy stuff is important but comes after.

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Q: 9

Cloud Kicks wants to measure the adoption of its Sales Cloud rollout. Which key performance indicator (KPI) should the consultant recommend?

Options

Discussion

Chris K. Feb 10, 2026 4:11 am

Option A Had something like this in a mock and A was correct since closing opportunities (even Closed Lost) means reps are actually using the Sales Cloud processes. User logins (B) just shows access, not adoption. Pretty sure it's A but open to other thoughts.

Luke R. Feb 23, 2026 12:14 pm

I'd actually go with A here. Logging in (B) isn't enough, closing opps shows they're using the process.

Casey W. Feb 8, 2026 12:39 pm

Guessing B this time. Number of user logins feels like an adoption metric, not actual process success but shows system usage.

Luna E. Feb 14, 2026 9:12 am

B or A

B seems right to me, since user logins track if people even start using Sales Cloud after rollout. A feels more about deep usage, but login numbers usually get used for early adoption KPIs. Not 100 percent sure though.

Mia R. Feb 20, 2026 3:02 pm

Salesforce always asks for granular KPIs but never says if they mean actual process adoption or just system access. I'd go with B here, since user logins in the last month are a straightforward way to check if folks even started using Sales Cloud post-rollout. Maybe not perfect, but pretty common as an early adoption gauge. Wouldn't be shocked if A gets picked in some contexts, though. Agree?

Zoe P. Feb 19, 2026 2:08 pm

Counting Opportunities Closed Lost (A) makes sense because it proves reps are using core Sales Cloud functionality, not just logging in and looking around. Logins (B) show activity but don't confirm actual sales process engagement. I think A is what they want here but let me know if you interpret adoption differently.

DirectOps5651 Feb 19, 2026 6:01 pm

Its A. Counting Closed Lost opps tracks users actually working in Sales Cloud, not just signing in. Logins (B) could be just checking email or dashboards, doesn't prove they're using features. Pretty sure that's what the exam wants.

Aaron T. Feb 14, 2026 4:48 am

B or A-I'd probably go with B here. Number of user logins in the last month feels like a direct way to see if people are even getting into Sales Cloud, which is step one for adoption. I get that A is about deals worked but maybe tracking logins is more adoption-specific? Could be a trap though.

Adam I. Feb 16, 2026 1:20 am

A makes sense for tracking adoption, especially if they want to see actual opportunity outcomes after rollout. Logins don't always mean real usage. Pretty sure A is what they'd look at! Agree?

Sanjay Feb 26, 2026 3:25 am

C or A? B (logins) sounds like a trap-it tracks usage but not real adoption of the Sales process itself. A is better here since "Closed Lost Opps" means users are actually working deals, not just logging in. Pretty sure that's what Salesforce looks for as proof of rollout adoption, but open to other ideas if folks disagree.

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Q: 10

Cloud Kicks (CK) has organization-wide defaults set to Public Read-Only for Opportunity. One of the Account Team roles at CK is Executive Sponsor. Account Team members with the Executive Sponsor role need Read/Write access to all child Opportunities. How should the consultant meet the requirement?

Options

Discussion

Ava Z. Feb 8, 2026 6:07 pm

Option B

Nora B. Feb 8, 2026 8:30 pm

Is the requirement asking for this to only apply when someone is added as Executive Sponsor, or should all Account Team members get the access? That might change if it's B or if extra logic is needed.

Mason N. Feb 12, 2026 2:48 pm

A doesn’t fit since Account sharing rules don’t control Opportunity access directly. B is the way, because Opportunity sharing rules can target Account Team roles and grant Read/Write across all related Opportunities. Pretty sure that’s what the scenario is after. If I’m missing something about custom filtering, open to other angles.

Luke Q. Feb 17, 2026 9:53 pm

Its B, since only Opportunity sharing rules can grant direct RW access on Opportunities from the Account Team role in this setup.

Anita Q. Feb 21, 2026 11:49 am

B imo. Account sharing rules are a trap here, since only Opportunity sharing rules grant RW to child Opportunities directly.

Ishaan Feb 12, 2026 7:43 pm

Avery Y. Feb 25, 2026 2:49 pm

B, saw a similar scenario in exam reports. Opportunity sharing rule lets you grant Read/Write to Account Team roles directly.

Reese I. Feb 19, 2026 6:06 pm

Its B

Owen F. Feb 7, 2026 10:27 pm

Guessing B here. Account sharing rules (A) don't give write access to related Opportunities, which is a common trap on these. Opportunity sharing rules let you target exactly the right users or roles. I think that's what Salesforce wants for this scenario, but open if someone sees it differently.

Noah C. Feb 23, 2026 10:56 pm

Don't think A would work since Account sharing rules don't pass down RW access to Opportunities. B makes more sense, but I guess a flow (C) could do it too. Pretty sure B is the standard way though.

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