Explain the Capabilities, Use Cases and Design Considerations of Salesforce Mobile Applications Pertinent to the Sales Process. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 1)

Questions 1–5

1. 1expert · hard

   A sales team uses the Salesforce mobile app to log activities and update opportunities. They often work in areas with no connectivity, and they need to access their full pipeline offline. You are concerned about the amount of data stored on devices. What is the best approach to balance offline access and data security?

   • AUse a third-party mobile device management (MDM) solution to wipe devices remotely, but do not enable offline access.
   • BDisable offline access and require reps to use a laptop with a VPN for all updates.
   • CEnable offline access with sync filters to limit data to only the records needed for the day's visits.
   • DEnable offline access for all records and rely on the mobile app's built-in encryption.
   Reveal Solution Discussion Select an answer first
2. 2foundation · easy

   An administrator wants to ensure that sales reps see only the most important fields when viewing an account on their mobile device. Which mobile app configuration should be used?

   • AAssignment rule
   • BCompact layout
   • CWorkflow rule
   • DApproval process
   Reveal Solution Discussion Select an answer first
4. 3application · medium

   A sales manager wants her team to quickly capture meeting notes and log follow-up tasks while on the go. She asks you to configure the Salesforce mobile app so that the most relevant fields and actions appear without requiring extra taps. What should you do?

   • AInstall a third-party app from the AppExchange that provides a custom mobile interface for logging calls.
   • BCreate a new compact layout and assign it to the object, then tell users to use the 'Edit' action.
   • CEnable the Salesforce mobile app and instruct users to use the standard 'New Task' button on the record.
   • DCreate a custom mobile-specific page layout with the key fields and add a 'Log a Call' quick action to the layout.
   Reveal Solution Discussion Select an answer first
5. 4expert · hard

   A sales organization has two types of mobile users: field reps who need quick access to accounts and opportunities, and inside sales reps who need to manage tasks and activities. You need to configure the Salesforce mobile app to provide an optimized experience for each group without maintaining separate apps. What should you do?

   • AUse a single custom app with a universal navigation menu that includes all objects and actions.
   • BCreate two custom apps in Lightning App Builder, each with its own navigation and page layouts, and assign them to the respective profiles.
   • CUse the standard Salesforce mobile app and instruct users to customize their own navigation.
   • DCreate two separate Salesforce orgs, one for each team, to isolate their data and configurations.
   Reveal Solution Discussion Select an answer first
6. 5foundation · easy

   A sales representative needs to quickly view an account's details and log a call while away from the office. Which core Salesforce mobile app feature directly supports this activity?

   • ARunning a report
   • BViewing records and logging activities
   • CBuilding a workflow rule
   • DCreating a dashboard
   Reveal Solution Discussion Select an answer first