A sales rep is at a client's office and needs to pull up the client's account history and update the opportunity stage after the meeting. Which mobile app use case does this represent?

Field visit and client meeting support

A sales manager wants her team to use the Salesforce mobile app to update opportunity stages quickly. She notices that the 'Stage' field is not visible on the mobile record page. What should you do to make it visible?

Enable the 'Stage' field in the object's field history tracking.

Add the 'Stage' field to the Opportunity page layout that is assigned to the sales team's profile.

Ask the team to use the 'Edit' button to see the 'Stage' field.

Create a new compact layout for the Opportunity object and include the 'Stage' field.

A sales rep is at a trade show and meets a potential customer. She wants to quickly create a lead, log a call, and set a follow-up task, all from her phone. What is the most efficient way to do this in the Salesforce mobile app?

Use a third-party app that integrates with Salesforce to create leads and tasks.

Use the global 'New Lead' action, then use the 'Log a Call' and 'New Task' actions on the lead record.

Use the 'Edit' action on an existing lead to update it, then manually add a task from the related list.

Navigate to the Leads tab, tap 'New', fill out the form, then go to the Home tab to create a task.

A sales rep uses the Salesforce mobile app and a third-party expense app. She wants to automatically create expense records in Salesforce when she logs an expense in the third-party app. She also needs to access her expense records offline. What is the best solution?

Use Salesforce Connect to link the third-party app's data in real time, and rely on the app's own offline mode.

Use a custom REST API integration to push expense data to Salesforce, and enable offline access for the Expense object.

Use a third-party integration tool that syncs data one-way to Salesforce, but disable offline access for security.

Ask the rep to manually enter expenses in Salesforce when she has connectivity.

A sales manager is traveling and wants to quickly check the latest pipeline numbers and recent activity on key opportunities. Which mobile app use case is this?

On-the-go updates and monitoring

SalesforceCertified Agentforce Sales Consultant

Domain 3Objective 9

Explain the Capabilities, Use Cases and Design Considerations of Salesforce Mobile Applications Pertinent to the Sales Process. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 2)

Part of the SALES CLOUD SOLUTION DESIGN domain, which accounts for 25% of the AGENTFORCE-SALES-CONSULTANT exam.

27questions here

6free pages

5concepts

25%of the exam

Questions 6–10

6foundation · easy
A sales rep is at a client's office and needs to pull up the client's account history and update the opportunity stage after the meeting. Which mobile app use case does this represent?
Select an answer first
7application · medium
A sales manager wants her team to use the Salesforce mobile app to update opportunity stages quickly. She notices that the 'Stage' field is not visible on the mobile record page. What should you do to make it visible?
Select an answer first
8application · medium
A sales rep is at a trade show and meets a potential customer. She wants to quickly create a lead, log a call, and set a follow-up task, all from her phone. What is the most efficient way to do this in the Salesforce mobile app?
Select an answer first
9expert · hard
A sales rep uses the Salesforce mobile app and a third-party expense app. She wants to automatically create expense records in Salesforce when she logs an expense in the third-party app. She also needs to access her expense records offline. What is the best solution?
Select an answer first
10foundation · easy
A sales manager is traveling and wants to quickly check the latest pipeline numbers and recent activity on key opportunities. Which mobile app use case is this?
Select an answer first

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