Applications, Activities and Mobile

Question 1

If there is a new product line that results in a more complex sales process, how would the system admin configure SF to ensure only the appropriate stages are visible based on the product line?

Answer 1

1. create a new sales process to determine which stages appear for this new product line
2. create a new opportunity record type to display a unique page layout for this new product line

Question 2

___ rules verify that the data user enters in record meets the standards specific before the user can save the record

Answer 2

Validation

Question 3

A category within a sales cycle to which an opportunity is assigned based on the opportunity stage

Answer 3

Forecast

Question 4

What setting can be used to prompt users to add a product info to opportunity ?

Answer 4

Enable opportunity settings

Question 5

____ rules define conditions that determine how leads or cases are processed

Answer 5

Assignment rules

Question 6

What prioritizes, distributes and assigns records to teams who share workloads?

Answer 6

Queues

Question 7

Custom fields in a lead object can be mapped to what objects?

Answer 7

Opportunity, account, contact

Question 8

How does an admin configure a process to capture different types of information and cycle for two different teams sales process?

Answer 8

Create page layout, sales process and record type for each type of sale

Question 9

What would a salesforce admin add to track product strengths and weakness compared to other vendors?

Answer 9

Competitors on the opportunity page layout

Question 10

A company wants the sales team to access information about closed won opportunities with the common competitor for all pending big deals. What set of features should the system admin implement?

Answer 10

Competitors and similar opportunities

Question 11

how should a system admin implement bi weekly notifications for sales reps that include opportunities that need attention based on last logged or past due in the last 30 days?

Answer 11

create opportunity updates reminders

Question 12

how should a sales process be modified to ensure opportunities are not doubled counted in the pipeline?

Answer 12

Change the forecast category to omitted on the duplicate opportunities

Question 13

What two objects can be related to campaign members?

Answer 13

Leads and contact

Question 14

How can multiple campaign records be associated with a single opportunity?

Answer 14

Campaign influence

Question 15

What feature tracks how often a file is viewed?

Answer 15

Content deliveries

Question 16

what two related lists should be added to the opportunity page layout to tack how campaigns contribute to the overall pipeline?

Answer 16

Campaign influence and contact roles

Question 17

What would you enable so anytime a comment is added to case, it sends a notification to the customer?

Answer 17

Case comment notification

Question 18

___ rules automatically escalate cases when the case meets the criteria defined in the rule entry

Answer 18

Escalation

Question 19

What are the two benefits of using data categories with salesforce knowledge

Answer 19

Articles can be classified into groups and access can be controlled

Question 20

which feature should an admin use to allow its customer to interact with each other and share best practices

Answer 20

communities

Question 21

what configuration action should be performed to ensure every case gets assigned to a valid owner?

Answer 21

define the default case owner in the support settings

Question 22

What is the potential benefit of using suggested solutions?

Answer 22

reduced support cost

Question 23

What SF feature should a company implement to provide a method for its resellers to track their leads and opportunities?

Answer 23

Lightning partner community

Question 24

A system admin enables case feed actions and feed items in a support setting. With appropriate profile permissions enabled, what change will users see?

Answer 24

case will use feed layout rather than standard page layouts

Question 25

How do you assigned IT support request to go to different teams?

Answer 25

Assignment rules and queues

Question 26

Gather customer support request directly from your company website and automatically generate new cases with ___-__-__

Answer 26

Web-to- case

Question 27

What provides a way for employees, customers, and partners to connect in one place?

Answer 27

Communities

Question 28

Defined conditions that determine how leads or cases are processed

Answer 28

Assignment Rules

Question 29

What type of rules sends automatic email responses to lead or case submission based on attributes?

Answer 29

Auto response rules

Question 30

what allows an org to create and manage a knowledge base with your company information and securely shared it when and where needed?

Answer 30

Salesforce knowledge

Question 31

___ rules automatically escalation cases when the case meets the criteria defined in the rule entry

Answer 31

Escalation

Question 32

How should a sales rep create an all day event in salesforce?

Answer 32

check the all day event checkbox for that event

Question 33

How should a chatter user send a message to another chatter user that cannot be viewed by anyone else?

Answer 33

Post a private message to the recipient

Question 34

___ are records if the interaction your org has with records such as accounts, contacts and opportunities. They can be either task r events

Answer 34

activities

Question 35

Which functions can be customized for the Salesforce mobile app

Answer 35

Navigation menu and object compact layout

Question 36

What can be synced between Salesforce and outlook?

Answer 36

events

Question 37

What option can be added to Outlook Publisher Layouts?

Answer 37

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