Application of Product Knowledge 1 Flashcards
What can leads be converted into once they have been qualified?
Accounts, Contacts and Opportunities
What is created to track a customer’s request for products or services
Order
Which date field is assigned automatically based on the fiscal year settings in Salesforce upon lead conversion?
Clsoe Date
Which automation tool can be used to allow a sales manager to approve opportunities with discounts greater than 5%?
Approval Process
What can be passed automatically when launching a flow from a quick action or Lightning page?
The record associated with the quick action or Lightning page
What solution would be appropriate if an application needs to be designed according to specific requirements of a business?
Develop a custom application internally
Which record access levels can be specified for team members of an account team?
Read/write or read only
What is shared by account and opportunity teams?
Team roles
Which action in Lightning Experience can be used by a member of an account team to view other team member’s access to the account and related records?
Team Member Access
Which opportunity state indicates that a sales deal has been won?
Closed Won
Which field on the lead record needs to be blank to ensure that a lead is converted to a person account?
Company Field
What can be used to ensure that the discount on an opportunity record is not more than 20%?
Validation Rule
Which automations can be used to build a process that updates related opportunity line items when an opportunity is updated?
Process builder and Flow
Which application solution would be appropriate when a company does not have an internal development team?
App Exchange
Where can one find Salesforce applications offered by Independent Software Vendors?
App Exchange
Which feature allows a user to add a specific group of people that they repeatedly work with to opportunities?
Default opportunity team
What should be used to ensure that a sales representative specifes a custom value while adding a member to their account team?
Custom field and validation rule
What two objects have the same team roles?
Account and Opportunity teams share the same team role values.
Do account team roles affect visibility or data access?
No - they only define the role a team member plays in an account or opportunity
Once defined, how can team roles be modified?
Team roles can be renamed, replaced, deleted or deactivated.
What must be done in order for leads to be converted in Salesforce mobile?
Select “Enable Conversions for Salesforce Mobile” in Lead Settings
How can quotas be managed through setup?
Using the Forecasts Quotas page in setup
When can the sales price of an Opportunity Product be edited?
Only if there is no related revenue schedule.
What does the subtotal field on Opportunity Product show?
The total price before discounts
Can Opportunity Products be sorted by list price?
No
On the Opportunities Settings, what fields can be enabled to show recent changes?
Opportunity amount and close date
How can Opportunity Products be defaulted to a quantity of 1
Enable “When users add a product to an opportunity, insert a quantity of 1” in Opportunity Settings in setup.
How can users report on Opportunities for which they own or are a member of the Opportunity Team?
Set the report filter to “My team-selling and my opportunities”
What are 3 characteristics of the territory hierarchy in Enterprise Territory Management?
- Territories can be created, edited and deleted from the territory hierarchy.
- Users can be assigned to multiple territories.
- Accounts are visible to users in territories where the accounts are assigned, and to those above them in the territory hierarchy.
How can an opportunity be shared with partners using the mobile app?
Add the partner users to the opportunity team from the Opportunity Team related list. The Sharing button is NOT available in mobile.
What is the only way the lead conversion operation can be customized?
Apex code.
In order to maintain opportunities in a specific currency what is required?
Price book entries must be created in the currency that will be used on an opportunity. Products can only be added to opportunities that use the same currency as the product.
