Sales and Marketing Applications 2

Question 1

When forecasting by schedule date, which values are used by Salesforce to calculate forecast amounts?

Answer 1

Salesforce uses the values from a product schedule’s Date and Revenue or Quantity fields to calculate forecast amounts.

Question 2

Which Salesforce features can be used by sales reps to make and receive calls in Salesforce as well as log details automatically?

Answer 2

Lighting Dialer

Question 3

What can be created and run in a Lighting Sales Console to automate repetitive tasks such as updating opportunities and sending an email?

Answer 3

Macro

Question 4

In Lightning Experience, Which type of team can be used if a partner user needs to work with an internal user on a particular opportunity?

Answer 4

Opportunity Team

Question 5

When using Lighting Dialer, Which feature allows sales reps to use a separate business line to make and receive calls?

Answer 5

Call Bridge

Question 6

Which Lightning Dialer feature can be utilized by sales reps to refer back to important conversations to improve their selling techniques?

Answer 6

Call Recording

Question 7

Which forecast type should be used to enable territory forecast in Collaborative Forecasting?

Answer 7

Opportunity Revenue by Territory

Question 8

Which access levels are possible when a forecast manager shares his forecast page with another user?

Answer 8

‘View Only’ or ‘View and Edit’

Question 9

What are territory forecast based on when a forecast manager is not assigned to a territory?

Answer 9

The territory’s forecast are based on the individual user assigned to the territory. Users can drill down to an individual rep’s forecast for a territory.

Question 10

Where can an administrator obtain dashboards that show key sales metrics?

Answer 10

App Exchange

Question 11

Which feature allows identifying high quality leads based on the company’s successful conversion patterns?

Answer 11

Einstein Lead Scoring

Question 12

Which Sales Cloud Einstein feature can be utilized to assign a score to each opportunity based on record details and related products?

Answer 12

Einstein Opportunity Scoring

Question 13

Which standard Lighting component can be added to the Home Page to show important updates about leads and opportunities to the current user?

Answer 13

Assistant

Question 14

Which feature can be configured to provide a visual representation of opportunity stages with tailored guidance to sales reps?

Answer 14

Path

Question 15

What can be done to make sure that users don’t convert leads to opportunity in Lighting Experience?

Answer 15

The opportunity section in the Convert Lead Window can be hidden in ‘Lead Settings’.