Describe How Chatter Enables Collaboration in the Sales Process. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 3)

Questions 11–15

1. 11application · medium

   A sales manager is leading a deal that involves confidential pricing information. The manager wants to collaborate with a small group of internal stakeholders without exposing the details to the rest of the company. What should the manager do?

   • AUse email to share the confidential details with the stakeholders.
   • BCreate a public Chatter group and post the details, then delete the post after the deal closes.
   • CPost the details on the opportunity record and rely on record-level security.
   • DCreate a private Chatter group and add only the relevant stakeholders.
   Reveal Solution Discussion Select an answer first
2. 12foundation · medium

   How can a sales team use Chatter to coordinate activities on a specific deal?

   • ABy sending a mass email to the entire sales organization
   • BBy posting updates, asking questions, and discussing next steps on the opportunity record
   • CBy using only the task list to assign work items
   • DBy creating a separate email thread for each deal
   Reveal Solution Discussion Select an answer first
4. 13foundation · medium

   A sales rep wants to share a pricing sheet with a colleague and get their immediate feedback within Chatter. Which combination of core Chatter features should the rep use?

   • ACreate a task and assign it to the colleague
   • BSend an email with the file and request a read receipt
   • CCreate a report and share it via a dashboard
   • DCreate a post, attach the file, and mention the colleague
   Reveal Solution Discussion Select an answer first
5. 14foundation · medium

   Which of the following is a recommended best practice for using Chatter to improve sales productivity?

   • ASharing best practices and celebrating wins in a sales-focused group
   • BReplacing all email with Chatter, including external communication
   • CUsing Chatter for all customer communication
   • DPosting every detail of every deal to the company-wide group
   Reveal Solution Discussion Select an answer first
6. 15application · medium

   A sales rep is negotiating a renewal with a key account. The rep wants to share a revised proposal document with the account executive and the solutions engineer, and also wants to ask a question about a specific clause in the contract. The rep needs the discussion to be visible to anyone viewing the opportunity record, so that future team members can understand the deal history. What should the rep do?

   • APost the question on the account record and attach the document to the post, but do not mention the colleagues.
   • BCreate a private Chatter group for the deal, upload the document there, and invite the account executive and solutions engineer to the group.
   • CPost the document as a file attachment on the opportunity record and mention the account executive and solutions engineer in the post, then ask the question in the post body.
   • DSend an email to the account executive and solutions engineer with the document attached, and then log the email activity on the opportunity.
   Reveal Solution Discussion Select an answer first