Application of Product Knowledge II Flashcards
What type of forecast roll-up utilizes opportunities from multiple forecast categories?
Cumulative
Which app permission is required for forecast adjustments in Collaborative Forecasting?
Override Forecasts
What can be used with forecasting in Salesforce to display monthly or quarterly sales goals of sales reps?
Quotas
Where can territories be created, edited or deleted?
Territory Hierarchy
What are the possible states of a Territory Model?
Planning, Active, Archived
Where can users be assigned to territories?
Territory record
Where can users view the territories assigned to an account
Account record: Assigned territories related list
In Lightning Experience, which option can a user select in the Filters pan of an opportunity report to view all the opportunities assigned to their territores?
My territories’ opportunities
When Enterprise Territory Management is enabled, which forecast type can be used in Collaborative Forecasting to enable territory forecasts?
Opportunities by Territory and Products by Territory
When Enterprise Territory Management is enabled, how can records owned by users in a territory be shared with users in another territory?
Set up a sharing rule based on users in a territory
If using Collaborative Forecasting and Enterprise Territory Management, how can forecasting managers delegate forecast access to other users?
Using the forecast sharing feature
In Salesforce Classic, how can a user manually share a record with members of a territory?
By using the Sharing button on the record and searching for the territory.
Which two options are available for allowing users to access the opportunities that are associated with a territory’s child territory?
View and View and Edit
Where can the label of the Territory object be renamed?
Rename Tabs and Labels page in Setup
What can be used to track a customer’s request for returning or reducing a product from an activated order?
Reduction order
Which related list on an order detail page shows the associated price book?
Order Products
Which records can an order be associated with?
Account, Opportunity, Quote, Contract
Which schedule is suitable when a customer makes regular payments but receives the product once?
Revenue schedule
Where can default product schedules be added in Lightning Experience?
Product detail page
Which capabilities related to product schedules are available for opportunity products in Lightning Experience?
Schedules for opportunity products can be established, re-established, updated and deleted.
Which type of currencies can be used in currency amount fields on opportunities?
Active currencies
Which currency is used for the primary amount field on opportunities?
Default corporate currency or the selected currency
Which date field on opportunity records is used for displaying converted currency amounts?
Close date
What does the primary currency reflect in a report?
The default corporate currency or the currency selected for the record.
What is overridden by a record currency in a report if it has been selected for a record?
Corporate currency
Which filter can be used to change the currency in the Converted column of a report?
‘Show’ filter
What is the relationship to orders and reduction orders?
Multiple reduction orders can be related to one order but one reduction order cannot be related to multiple orders.
Where is the ISO currency code displayed when multiple currencies is activated?
In front of every currency amount
What type of variable can be used in a Flow to store a record that is passed to a Flow from a quick action or Lightning page.
A RECORD variable named “recordId” that is marked “Available for input”.
What are the Categories and Stages for cumulative forecasts?
- Open Pipeline = Pipeline + Best Case + Commit
- Best Case = Best Case + Commit + Closed
- Commit = Commit + Closed
- Closed Only = Closed
What type of email template can access information from related records?
Visualforce template
