Sales & Marketing Applications Flashcards
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?
A. Sales Teams and Closed Won Opportunities
B. Commonalities and Won Information
C. Competitors and Similar Opportunities
D. Big Deal Alerts and Sales Teams
C. Competitors and Similar Opportunities
Correct. Enable similar opportunities and competitors to allow users to find Closed - Won opportunities that match the attributes of an opportunity they’re currently working on, so they can quickly access information that can help them close their deals.
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?
A. Add a new field on the opportunity labeled custom sizing.
B. Add custom sizing as a new product in an order.
C. Add custom sizing as a new product in a pricebook.
D. Make a new custom object related to opportunities for custom sizing.
C. Add custom sizing as a new product in a pricebook.
Correct. Use products and pricebooks to track what is being sold.
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?
A. Map custom lead fields to standard contact fields.
B. Map custom lead fields to custom contact fields.
C. Utilize the data loader to move the custom lead data.
D. Utilize the lead conversion wizard to select the fields.
B. Map custom lead fields to custom contact fields.
Correct. When leads are converted lead records, standard lead fields map to contact, account, person account, and opportunity fields. Custom fields are map to newly created records
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?
A. Big Deal Alerts on high-value Opportunities
B. Strength and Weakness fields on Company Information
C. Products and Pricebooks on Opportunity Line Items
D. Competitors on the Opportunity Page Layout
D. Competitors on the Opportunity Page Layout
Correct. The fields for competitors help track competition as sales work to close deals.
Which two related lists should be added to the Opportunity page layout to track how Campaigns contribute to the overall pipeline?
Choose 2 options.
A. Campaign Influence
B. Open Activities
C. Campaign Members
D. Contact Roles
A. Campaign Influence
Correct. The Campaign Influence tool helps attribute a percentage of success to influential
D. Contact Roles
Correct. Opportunity contact roles specify the part that each contact plays in a deal.
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?
A. Create a Workflow Rule on the Opportunity object to add a default Product to Opportunities with no Products.
B. Create a related list to enable the user to view the related products.
C. Set the Org-Wide Defaults for Price Books to Use and Products to Read Only.
D. Enable the Opportunity setting to prompt users to add products to opportunities.
D. Enable the Opportunity setting to prompt users to add products to opportunities.
Correct. Prompting users to add products to opportunities allows sales to easily add products.
Which two objects can be related to Campaign Members?
Choose 2 options.
A. Leads
B. Partners
C. Contacts
D. Contact Roles
A. Leads
C. Contacts
Correct. Campaign members are contacts or leads associated with campaigns.
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?
A. Create Scheduled Reports.
B. Create Scheduled Dashboards.
C. Create Opportunity Update Reminders.
D. Create a Chatter Group.
C. Create Opportunity Update Reminders.
Correct. Opportunity update reminders allow managers to automatically send and schedule emails that include a report of the team’s open opportunities to direct reports. You can select the fields you want to include in the reminders such as last login date, or # not updated in the last 30 days.
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?
Choose 2 options.
A. Add customers to libraries.
B. Use Salesforce Files to post presentations in Chatter.
C. Add customers to private Chatter groups.
D. Ensure opportunity teams are created for customers.
B. Use Salesforce Files to post presentations in Chatter.
Correct. Post files to a Chatter customer group.
C. Add customers to private Chatter groups.
Correct. Create a Chatter customer group. Customers can see only the groups they’re invited to. They can interact only with members of those groups.
How can multiple Campaign records be associated with a single Opportunity?
A. Primary Campaign Source
B. Campaign Influence
C. Campaign Hierarchy
D. Campaign Members
B. Campaign Influence
Correct. Use Campaign Influence to relate multiple campaigns to an opportunity.
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?
A. Create Opportunity Update Reminders.
B. Create a Chatter Group.
C. Create Scheduled Dashboards.
D. Create Scheduled Reports.
A. Create Opportunity Update Reminders.
Correct. Opportunity update reminders allow managers to automatically send and schedule emails that include a report of the team’s open opportunities to direct reports. You can select the fields you want to include in the reminders such as last login date, or # not updated in the last 30 days.
Ursa Major Solar is using products and price books.
Which two items should an administrator take into considerations about these features?
Choose 2 options.
A. A product can have a different list price in different price books.
B. If price books contain assets, they can NOT contain products.
C. The standard and list price for a product can be listed in more than one currency.
D. Products without a price are automatically added to the standard price book.
A. A product can have a different list price in different price books.
Correct. Each product can exist in multiple price books with different prices and currency.
C. The standard and list price for a product can be listed in more than one currency.
Correct. Each product can exist in multiple price books with different prices and currency.
