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SALESFORCE ADM CERT > PRODUCTS ,QUOTES, PRICE BOOKS > Flashcards

PRODUCTS ,QUOTES, PRICE BOOKS Flashcards

1
Q

ALL PRODUCTS WITHIN PRICE BOOK HAVE _____________ PRICES

A

STANDARD

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2
Q

A ___________ PRICEBOOK CAN BE CREATED FOR AREA WHO DONT HAVE STANDARD PRICES

A

CUSTOM

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3
Q

PRICE BOOKS ARE CREATED TO ________ PRODUCTS

A

TRACK

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4
Q

WHERE IS PRICE BOOK LOCATED

A

UNDER APP LAUNCHER BY SEARCHING PRICE BOOKS

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5
Q

WHAT ARE THE DETAILS INCLUDED IN A PRICE BOOK

A 
PRODUCT :
NAME
DESCRIPTION
ITEM# 
STATUS(ACTIVE/INACTIVE)
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6
Q

WHAT MUST YOU DO PRIOR TO ADDING STANDARD PRICE ITEMS TO A PRICEBOOK?

A

CREATE A NEW PRICE BOOK AND THEN ADD THE PRODUCT

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7
Q

THE PRODUCTS IN A PRICEBOOK ARE _________ AND ________________

A

LOADED

PREPOPULATED

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8
Q

YOU CAN ADJUST THE STANDARD PRICE OF A PRODUCT BY

A

SELECT THE PRODUCT

ADJUSTING THE PRICE

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9
Q

When you create products in Salesforce, you add a ___________price to each one. Then those products appear in the standard price book.

A

standard

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10
Q

IT IS NECESSARY TO CREATE A STANDARD PRICE BOOK THAT’S SPECIFIC TO YOUR COMPANY’S

A

ORG

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11
Q

HOW DO YOU ADD A PRODUCT TO SALESFORCE

A

APP LAUNCHER- PRODUCTS

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12
Q

CREATE MULTIPLE PRICE BOOKS IF YOU HAVE

A

MULTIPLE PRICES FOR THE SAME PRODUCT (EX SELLING TO INTL VS DOMESTIC, OR DIFF REGIONS HAVE DIFF TAXES)

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13
Q

WHEN YOU ARE READY TO ACTIVATE A PRICEBOOK YOU SHOULD MARK IT AS ……

A

ACTIVE

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14
Q

HOW CAN YOU ADD A PRODUCT TO AN OPPORTUNITY

A

UNDER THE OPP RECORD RELATED TAB> ADD PRODUCT

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15
Q

HOW CAN YOU SELECT A PRICEBOOK TO UNDER AN OPPORTUNITY

A

UNDER THE OPP RECORD RELATED TAB> ADD SELECT PRICEBOOK

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16
Q

WHO CAN CREATE PRODUCTS IN SF?

A

an admin or sales operations manager,

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17
Q

WHO CAN CLONE PRODUCTS IN SF?

A

an admin or sales operations manager,

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18
Q

What must be enabled by an ADM in order for the ORG to be able to create quotes?

A

Quotes, under SET-UP> Quote settings >enable

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19
Q

Quotes for an ORG can not be disabled once it is

A

Used under an object

for example a quote is created for an opportunity

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20
Q

Quotes can only be created from the _______________ and not under the “Quote” tab

A

Opportunity it is related to

21
Q

After enabling the Quote under Setup you can then add it to

A

the Page layout you want the quote tab to appear on.

22
Q

Quotes already created will appear under the __________ tab.

A

Quote tab

23
Q

Where can you create a quote for an opportunity ?

A

Under the opportunity , under “quotes” in the bottom right corner

24
Q

Where can you add products to a quote once it has been created?

A

Under the “Quote “ tab, select the quote for the opportunity and add the products

25
Q

How do you avoid price discrepancies between items in quotes and products?

A

By synching the quotes

26
Q

Where can you start synching for a quote ?

A

Under the quote, by selecting the down-down arrow next to New Opp in the top right corner

27
Q

Where can you CREATE a pdf for a quote

A

Under the quote, by selecting the down-down arrow next to New Opp in the top right corner

28
Q

Where can you find the PDF you’ve created for a quote?

A

Listed under the opportunity of the related quote OR under the quote tab, of the specific quote

29
Q

Generating quotes is a productivity tool for what roles/position?

A

Sales rep

30
Q

An opportunity can be ___________with only one quote. (even if multiple are linked to an opp)

A

synced

31
Q

How to you create a quote template ?

A

Setup>Quote template> New>save

once it is saved, from the template list, select ACTIVATE

32
Q

Where are contracts tracked?

A

Thru the approval process

33
Q

How do you remove a field from a quote template

A

Go to Setup> Quote template> select the template>edit….find the field to remove, save, then go back and ACTIVATE

34
Q

Any unwanted fields for a quote template should be removed PRIOR to making it

A

ACTIVE

35
Q

After creating a PDF for a quote, you can save and ________ the quote.

A

email

36
Q

How do you set up contracts to appear on an opportunity object for a PROFILE?

A

Setup>Object manager>Opportunity >Fields/Relationship>Contracts>Set Fields level security , select the profile you would like to have access to contracts

37
Q

How do you add the Contract field to the page layout?

A

Setup>Object manager>Opportunity >Fields/Relationship>Contracts>Select the opp SALES layout> fields> select contract and drop and drag

38
Q

What can be used to remind sales reps about contract renewals?

A

workflow alerts

39
Q

What should you check to confirm the PROFILE has visibility to the contract (or any field) field?

A

View field accessibility ( under the opportunity , contract field and relationships)

40
Q

Any fields label hidden for an user means?

A

Are unable to view the field.

41
Q

Contracts can be linked to an opportunity when

A

creating a new opportunity

42
Q

Where are contracts created at?

A

App Launcher by searching contracts

43
Q

What MUST be linked to a contract when it is created?

A

An account

44
Q

Contracts are __________ for a specific account

A

Customized

45
Q

Who can delete a quote

A

The quote owner, ADM or anyone in higher hierarchy

46
Q

When you delete a quote what happens?

If you restore a previously synced quote, it’s no longer synced with the opportunity.

A

All related PDFs, notes, and attachments are deleted.

47
Q

if the quote is synced with an opportunity, the record is removed from the ____________ Quotes related list.

A

opportunity’s

48
Q

A deleted quote is moved to the ________ Bin.

A

Recycle

SALESFORCE ADM CERT (29 decks)

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