Sales Cloud Quizz 3

Create a matrix report of opportunity amount by region and close month, and filter by probability.

Instruct sales operations and the regional leads to build monthly analytic snapshots.

Create a workflow rule to notify sales operations when an opportunity exceeds 75 percent probability.

Enable the regional pipeline and forecasting dashboard, and schedule a monthly refresh.

Set up multiple price books with separate forecasts for each product.

Allow sales reps to select a different role in the hierarchy depending on the product.

Configure territory management to enable sales reps to assign opportunities to territories.

Set up multiple opportunity record types and reps match type to a product.

1.C, 2.A, 3.B

1.B, 2.C, 3.A

1.A, 2.B, 3.C

1.B, 2.A, 3.C

Set Account to private and contact to private.

Set Account to public read-only and contacts to private.

Set Account to private and Contacts to controlled by parent.

Set Account to public read-only and Contacts to controlled by parent.

Add the user manually to the parent account team and each of the child account teams.

Add the user to the account team on the parent account; the child accounts will inherit access.

Add the user to each child account team; visibility will then roll up to the parent account.

Add the user to a public group for that account and share all child accounts to this group.

Configure a workflow rule for repeat accounts that sends a reminder task to the sales representative to create a new opportunity when it reaches closed/won stage.

Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat a accounts when it reaches closed/won stage.

Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.

Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage.

Send an email using lead escalation rule

Notify using publisher action

Send an email using time based workflow

Notify using chatter on Lead

Use a data cleaning tool and the stay-in-touch feature of salesforce to email contact

Create a workflow rule for the account and contact owner to confirm contact data

Use data enhancement tool to verify that account and contact data is up-to-date

Create a vf rule to mass email contacts and capture any email bounce

Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list.

All campaigns created within the last 60 days will be added to the campaign influence related list.

All contacts associated with campaigns will be added to the campaign influence related list.

Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.

Change the field label security for the sales rep to restrict field's access based on the sales stage.

Modify the profile for sales directors to enable the "Modify All" object permission for the opportunities.

Create a validation rule to enforce field access based on the sales stage and profile.

Create a Workflow rule to enable field access for the sales directors based on sales stage.

Create two approval processes one for RSM and one for RVP.

Configure an approval process for the RSM and workflow for the RVP.

Create two step approval processes for the RSM and RVP as approvers.

Configure a workflow approval task and email to RSM and RVP.

Create a formula field that uses a hyperlink function to launch the credit application and pass the credit Id.

Create a custom button that calls an apex trigger to launch the credit application and pas the credit id.

Create the workflow rule to launch the product fulfilment application and pass the credit Id.

Create a custom Credit Id field as an external Id on the account object to lunch the credit application and pass the credit Id.

Embed a chart on the account page and use a custom link to filter by account

Create a of VF page with an embedded chart component for each account.

Embed a chart on the account page, no other customization needed

Create a dashboard component and use chatter feed on the account on salesforce1

review the current system with IT management to understand their requirement

review the current system with all level of user to understand their requirement

review the current system with executive management to understand their requirement

review the current system with and configure sales cloud to work in the same way

Define the social network fields and enabled then for account, contacts and leads.

Enable the salesforce to Social network Api connection to sync records.

Create custom fields that hold URL links to the social profile of account, contacts and leads.

Enable social Accounts and Contacts to link records to social profiles.

Use the standard external Id field and map this to the original record Id value

Use the standard external Id field and map this to the current record Id Value

Use a custom external Id field and map this to the original record id value

Use a custom field named external Id and map this to the current record Id Value

Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter.

Build three reports for the lead, activity, and opportunity information; have them automatically refreshed daily.

Build three reports for the lead, activity, and opportunity information; add them to a dashboard to be emailed daily to the VP of Sales.

Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.

Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.

All campaigns created within the last 60 days will be added to the campaign influence related list.

Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list.

All contacts associated with campaigns will be added to the campaign influence related list.

Activates report on accounts and opportunities the manager owns

Activities report on accounts the manager owns

Activities report on accounts and contacts the manager owns

Activities report on accounts, contacts, and opportunities the manager owns

Use contracts with a lookup to opportunity object.

Enable schedules on opportunity object.

Enable schedules on product object.

Use assets with a lookup to opportunity object.

Custom mobile

Chatter for mobile

Salesforce1

Mobile classic

Account, case and lead

Account, contact and lead

Account, contact and contract

Account, lead and opportunity

Use campaign for conference and add Campaign member to record attendee information

Create a custom object for conference and a custom lookup field to conference on Contact

Use campaign for conference and a custom object to record attendee information

Create a custom object for conference and a custom object to record attendee information

Add the contact to the contacts role related list to the other account.

Associate the contact to other account using lookup field. opportunity.

Add the contacts to the partner related list on the second Account.

Clone the contact record and add to the 2nd account.

Create an opportunity list view and report folder, and share with all partner users

Create a chatter group that allows partner to post item appropriate list view and report

Create an opportunity list view and report folder in the partner communities for all partners

Create a new tab in the partner communities to display the appropriate list view and report folder

Upload the proposal in the private chatter group accessible to the sales team and invite the customer to join.

Save the proposal as chatter file on opportunity record and add the customer as follower.

Save the proposal as an attachment on the opportunity record and share with customer using with the link.

Upload proposal as Chatter file on the opportunity record and share with customer using a link.

Create a new product and add it to the price book with the product manager as the owner

Create a trigger to add the product management team to the sales team of the relevant opportunity

Create a trigger to set the product manager as owner for opportunity on the new product

Create criteria based sharing rule to add the product management team to relevant opportunity.

Use account team to share records to relevant people

Use Opportunity team to share records to relevant people

Use custom sharing on account to share specific record.

Use chatter to share records with relevant people

Enable Email to case

Force.com IDE and Change set

Manually

Enable Email to salesforce

Implement field-level security to allow access to fields for the respective regional sales teams.

Build a custom object with private sharing to capture the additional fields as a separate record.

Create separate page layouts and record types for each of the regional sales teams.

Utilize Visual force to build an opportunity page that dynamically checks the users region to determine which fields to display.

Converted amount are based on exchange rates that use the most current entry

Converted amount are based on the historical exchange rate associated with the close date

Converted amount are based on the exchange rates entered in the opportunity

Converted amount are based on exchange rates that use the oldest entry

Create two sales processes and a workflow rule triggered by opportunity amount to assign a sales process.

Create one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.

Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.

Create two sales processes, two opportunity record types, and a workflow rule triggered by sales stage.

Create a task for the partner where a new lead is created and assign it to partner in the Partner Community.

Add the lead tab to the Partner Community and configure partner profile to access leads

Create Site where partner can self-register and access lead.

Configure a custom lead record type and page layout for the partner community.

Enable opportunity team selling and have each sales representative configure his or her default opportunity team.

Create a public group for each team and have the sales representatives manually share the opportunity with their respective group.

Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on ideas.

Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity team.

Customize Quotas with product report and add necessary field

Create custom report with closed opportunity, forecasting leads and quotas

Create an analytical snapshot to capture the opportunity forecast

Create custom report type with forecasting quotas and forecasting leads (...)

Create a trigger on the opportunity.

Create a workflow on the opportunity.

Create an assignment rule on the account.

Create an assignment rule on the opportunity.

$5,500

$3,500

$2,000

$6,500

Report on lead by source.

Report on lead lifetime by industry

Campaign dashboard by industry

Industry performance dash board

Configure the individual Salesforce for Outlook email settings to control notification frequency.

Configure Chatter and its related notification settings to provide relevant updates to interested sales managers.

Define a workflow rule and email task that is triggered when key fields are updated to new values.

Configure the opportunity teams for opportunities so that only interested sales users are receiving notifications.

Change the quantity value on the order product to 4

Create a new sales product with quantity set to -1

Create a return order under returned orders

Create a custom field on the order product object

Use community campaign, web-to-lead, opportunity and report and dashboard

Use AppExchange marketing app, campaign, web-to-lead, opportunity and report

Use mass email, campaign, campaign influence, web-to-lead, opportunity and report

Use site.com campaign web-to lead opportunity, report, and dashboard