Sales and Marketing Applications

Question 1

Which two related lists should be added to the Opportunity page layout to track how Campaigns contribute to the overall pipeline?

Answer 1

1. Campaign Influences
2. Contact Roles

Question 2

Which two actions should an administrator perform to provide a sales team with an easy solution for gathering customer requirements and sharing presentations with their customers?

Answer 2

1. Add customers to private Chatter groups.
2. Use Salesforce Files to post presentations in Chatter.

Question 3

How should the System Administrator implement biweekly notifications for Sales Reps that include Opportunities that need attention based on the Opportunity Owner’s last login, past due Opportunities, and all Opportunities that have not been updated in the last 30 days?

Answer 3

Create Opportunity update reminders

Question 4

Sales representatives at Ursa Major Solar are working on Opportunities and need to see how their colleagues have effectively managed other opportunities with comparable products, competing against the same competitors.

Which two features should an administrator use to allow for this?

Answer 4

1. Chatter Groups
2. Opportunity Dashboards

Question 5

Universal Containers wants the sales team to access information about Closed Won Opportunities with a common competitor for all pending big deals.

Which features should the System Administrator implement?

Answer 5

Competitors and Similar Opportunities

Question 6

Custom fields in the Lead object can be mapped to which two types of fields?

Choose 2 options.

Answer 6

1. Custom Account
2. Custom Opportunity

Question 7

The Sales Operations team notices an increase in Opportunities without Products.

Which configuration change should the System Administrator make to help Sales Reps remember to add Products to every Opportunity?

Answer 7

Enable the Opportunity setting to prompt users to add products to opportunities.

Question 8

Universal Containers offers a variety of products that are comparable to products from other companies. Sales representatives request a method to track product strengths and weaknesses compared to those offered by other vendors.

What should the System Administrator implement?

Answer 8

Competitors on the Opportunity Page Layout

Question 9

An Administrator at Ursa Major Solar is converting a lead and needs to capture custom lead data on the converted contact.

What should the administrator do to accomplish this goal?

Answer 9

Map custom lead fields to custom contact fields.

Question 10

Ursa Major Solar customers are starting to request custom-sized solar panels, which are currently unavailable in the standard inventory. Management has decided to add custom sizing as an add-on item in Salesforce.

The administrator needs to allow sales users to add custom sizing to the total opportunity sale.

What should the administrator do to achieve this goal?

Answer 10

Add custom sizing as a new product in a pricebook.

Question 11

Universal Containers sells through many different reseller networks. Each reseller’s deals are tracked on separate opportunities. The sales manager is concerned that the pipeline report is not accurate due to multiple opportunities for the same end customer.

How should the sales process be modified to ensure opportunities are not double-counted in the pipeline?

Answer 11

Change the forecast category to Omitted on the duplicate opportunities.

Question 12

Ursa Major Solar is using products and price books.

Which two items should an administrator take into considerations about these features?

Choose 2 options.

Answer 12

1. The standard and list price for a product can be listed in more than one currency.
2. A product can have a different list price in different price books

Question 13

Universal Containers has an inside sales team that only sells warranty renewals and an outside sales team that only sells products. Each type of sale captures different information and has a different sales cycle.

How should the System Administrator configure Salesforce to meet these requirements?

Answer 13

Create a Page Layout, Sales Process, and Record Type for each type of sale.

Question 14

Which two objects can be related to Campaign Members?

Choose 2 options.

Answer 14

1. Contacts
2. Leads

Question 15

How can multiple Campaign records be associated with a single Opportunity?

Answer 15

Campaign Influence