Sales and Marketing Applications

Question 1

What is the difference between a queue and an assignment rule?

Answer 1

Queue prioritizes distributes and assigns records to teams who share workloads. An Assignment rule distributes leads based on criteria how the lead is created or by certain characteristics.

Question 2

True of False uploading a document to a library within salesforce can circumvent any IT limitations of sending an attachment

Answer 2

True. A content pack can create a single URL for a person to open and can preview or download a document safely and without limitations of their Networks.

Question 3

Custom Fields in Lead objects can be mapped to…

Answer 3

Contacts, Accounts and Opportunities

Question 4

When there are different sales rules for varied products or renewals and new business how should this be set up?

Answer 4

A unique page layout, sales process (path) and record type for each type of sale.

Question 5

The sales team wants information about opportunities won against a common competitor for any pending big deals. What features are needed to see this?

Answer 5

Competitors and Similar Opportunities

Question 6

What are opportunity update reminders?

Answer 6

Reminders that are configured to alert the sales team of opportunities based on certain criteria. For example, they haven’t been touched in 30 days or they are up for renewal.

Question 7

what two objects can be related to campaign members

Answer 7

Leads and Contacts

Question 8

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

Answer 8

Campaign influence

Question 9

What features tracks how often a file is viewed

Answer 9

Content deliveries

Question 10

What are the most important related lists added to the Opportunity to track how campaigns contribute to overall pipeline

Answer 10

Campaign Influence and Contact Roles