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Quiz

Sales Cloud Self Exam Pt. 2 Q 51-110

Lauren Gurevitz 61 perguntas

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Perguntas do quiz (61)

  1. 1Your Company current solution for managing its forecast is cumbersome. The sales managers do not have visibility into their team's forecasts and are not able to update the forecasts. As a result the managers are continually asking their sales representatives to provide updated forecast data via email or phone. What solution should a consultant recommend to help Your Company improve the management of their forecasts? Choose 2 answers
    1. AConfigure customizable forecasts to give managers forecast override capabilities.
    2. BCreate forecast chatter groups where sales representatives can post and share their forecasts
    3. CConfigure weekly customized forecast reports and dashboards to be emailed to sales management
    4. DCreate a forecast hierarchy and assign managers to the forecast manager role.
  2. 2Your Company sells two product lines that each use a distinct selling methodology. Additionally each product line captures different information that is used to sell the products. What should a consultant recommend to support selling the two product lines?
    1. ACreate two sales processes and two page layouts, assign them to two different opportunity record types for each product line
    2. BCreate two page layouts and two sales processes, assign them to the respective product lines to collect relevant information.
    3. CCreate one page layout, two sales processes, and validation rules to capture relevant opportunity information
    4. DCreate two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type."
  3. 3Your Company wants to improve the accuracy of its current sales forecast. It also wants to improve the relevance of its sales stages and the role they play in the sales process. How should the relationships between the various elements of the sales process be defined to meet these requirements?
    1. AMap appropriate sales stage to opportunity stage; assign accurate forecast probability
    2. BMap sales probability values to forecast categories; assign sales stages accurate percentages
    3. CMap forecast probability to opportunity probability; assign appropriate sales stage
    4. DMap opportunity stages to forecast categories; assign accurate probability to each stage."
  4. 4Sales Management at Your Company is concerned that pipeline and forecasting reports are inaccurate because sales representatives are creating opportunities after they are closed/won. Which solution will help sales management identify and address the issue? Choose 2 answers
    1. ARun the opportunity pipeline standard report to view the upcoming opportunities by stage
    2. BCreate a report that displays opportunities that have a closed date less than or equal to the created date.
    3. CCreate a workflow rule that automatically updates the opportunity to the first stage in the sales process
    4. DUse a workflow rule to email sales management when the opportunity is created in the closed won stage.
  5. 5Sales management at Your Company wants product managers to become more involved with sales deals that are being delayed in the negotiation stage of the sales process. Product managers need to understand the details of specific sales deals, and address product capability and roadmap questions with customers. What solution should a consultant recommend to help product managers engage in sales deals? Choose 2 answers
    1. AAdd the opportunity team, product managers, and customers to libraries containing files relevant to sales deals
    2. BCreate a chatter group to share product information with sales team, product managers, and customers
    3. CUse an assignment rule to notify product managers when opportunities are updated
    4. D@mention product managers in chatter posts on relevant sales deals
  6. 6Your Company use forecasts and closes business monthly, and it needs to store the details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month. What should a consultant recommend to meet this requirement?
    1. ACreate an analytic snapshot to run daily and store the results in a custom object.
    2. BSchedule a custom forecast report to run weekly and store the results in a custom report folder
    3. CCreate an analytic snapshot run weekly and store the results in a custom object
    4. DSchedule a custom forecast report to run daily and store the results in a custom report folder.
  7. 7Your Company supports two lines of business: shipping and freight. The sales cycle for freight deals is more complex and involves more stages than the shipping sales cycle. Which solution should a consultant recommend to meet these business requirements?
    1. ACreate different record types and sales processes for each line of business, and assign different sales processes to each page layout
    2. BCreate different record types and sales processes for each line of business and assign different stages to each page layout.
    3. CCreate different record types and sales processes for each line of business, and assign different page layouts to each record type.
    4. DCreate different record types and sales processes for each line of business, and use workflow field updates to assign stages.
  8. 8Your Company wants to track the campaigns that influence won opportunities. Using standard functionality, what should a consultant recommend to meet this requirement? Choose 2 answers
    1. AHave representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.
    2. BAutomatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date.
    3. CAdd campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.
    4. DHave the administrator specify a time frame that limits the time a campaign can influence the opportunity after the campaign first associated date and before the opportunity created date."
  9. 9Your Company manages opportunity forecasts using the standard forecast categories in Salesforce customizable forecasting. Each sales stage is aligned with a forecast category. When reviewing the forecast, Your Company wants the roll-up of just the opportunities that are in pipeline, best case, and commit.
    What number in the forecast would provide Your Company with the appropriate information?
    1. APipeline + Closed/Won
    2. BPipeline + Best Case
    3. CPipeline
    4. DPipeline + Commit
  10. 10Your Company has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company would like to see the total value of open opportunities for all accounts in the hierarchy. What solution should a consultant recommend to meet this requirement?
    1. ADefine a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.
    2. BCreate a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.
    3. CUse apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.
    4. DCreate a link on the account that opens a report showing the total value of open opportunities for all the accounts in the hierarchy."

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Sales Cloud Salesforce Quiz sobre Sales Cloud Self Exam Pt. 2 Q 51-110, criado por Lauren Gurevitz em 16-02-2018.
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