Explain the Capabilities and Use Cases for Enterprise Territory Management. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 2)

Questions 6–10

1. 6application · medium

   CloudKick, a global SaaS company, is reorganizing its sales force from a single national team into regional teams. The VP of Sales wants accounts automatically assigned to the correct regional team based on the account's country and industry, and she wants the hierarchy to reflect the new reporting structure. Which Salesforce feature should the administrator use?

   • AEnterprise Territory Management with territory hierarchy and assignment rules
   • BForecasting Quotas with territory-based quota allocation
   • CSalesforce Groups with public groups for each region
   • DAccount Teams with manual assignment of users to accounts
   Reveal Solution Discussion Select an answer first
2. 7foundation · easy

   A sales admin wants to automatically assign accounts to territories based on the account's industry and postal code. What should the admin use to accomplish this?

   • AValidation Rules
   • BApproval Processes
   • CWorkflow Rules
   • DTerritory Assignment Rules
   Reveal Solution Discussion Select an answer first
4. 8expert · hard

   An administrator is designing assignment rules for ETM. The company has accounts in multiple countries, and they want to assign accounts to territories based on country and industry. They also want to ensure that accounts in a specific country are always assigned to a particular territory, regardless of industry. How should the administrator order the assignment rules?

   • APlace the rule for the specific country first, then the rules for other countries
   • BUse a workflow rule to override the assignment
   • CUse a single rule with multiple criteria for all countries
   • DPlace the rules for other countries first, then the specific country rule
   Reveal Solution Discussion Select an answer first
5. 9application · medium

   A sales manager wants to see which territories have the highest opportunity pipeline for the current quarter. The company uses ETM. What should the manager use to analyze pipeline by territory?

   • AA forecast snapshot
   • BA report on opportunities grouped by territory
   • CAn account list view filtered by territory
   • DThe territory hierarchy page
   Reveal Solution Discussion Select an answer first
6. 10expert · hard

   A company is redesigning its territory hierarchy. They have a sales structure where some regions have sub-territories and others do not. They also want to ensure that accounts in regions without sub-territories are still covered. What should the administrator do?

   • AUse account teams to cover regions without sub-territories
   • BCreate a flat hierarchy with no sub-territories
   • CCreate a hierarchy with regions as parents and sub-territories only where needed, and assign accounts to the lowest available territory
   • DCreate a hierarchy where all regions have sub-territories, even if they are not needed
   Reveal Solution Discussion Select an answer first