Explain the Capabilities, Use Cases and Design Considerations of Salesforce Mobile Applications Pertinent to the Sales Process. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 5)

Questions 21–25

1. 21application · medium

   A sales team uses the Salesforce mobile app to view dashboards and reports. They complain that the dashboards are not optimized for mobile and are hard to read. What should you do?

   • ACreate a custom Lightning component to display the dashboard data in a table format.
   • BDisable dashboards on mobile and ask users to use a laptop.
   • CUse the standard dashboards and ask users to zoom in on their phones.
   • DCreate mobile-specific dashboards with fewer components and larger fonts.
   Reveal Solution Discussion Select an answer first
2. 22application · medium

   A sales rep is at a client meeting and needs to quickly create a new opportunity, add a task, and log a call, all from her phone. She wants to minimize the number of taps. What should you configure in the Salesforce mobile app?

   • AAdd 'New Opportunity', 'New Task', and 'Log a Call' as global actions in the navigation bar.
   • BEnable the 'Recent Items' list and ask the rep to use the 'New' button from there.
   • CUse the 'Edit' action on the account record to manually enter all details.
   • DCreate a custom object for opportunities and tasks, and add it to the mobile navigation.
   Reveal Solution Discussion Select an answer first
4. 23foundation · easy

   Which of the following is a core Salesforce mobile app feature that helps sales representatives manage their daily workload?

   • ADesigning page layouts
   • BWriting Apex triggers
   • CConfiguring security settings
   • DCreating and managing tasks
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5. 24application · medium

   A sales rep uses the Salesforce mobile app to manage her pipeline. She complains that the opportunity record page shows too many fields and the 'New Task' action is buried. You need to improve her mobile experience without affecting the desktop layout. What should you do?

   • ACreate a new page layout for the Opportunity object and assign it to her profile, then add the 'New Task' quick action to that layout.
   • BAsk the rep to use the 'Edit' button and then scroll to find the task-related fields.
   • CModify the existing Opportunity page layout to remove fields and add the 'New Task' action, affecting all users.
   • DUse the Lightning App Builder to create a custom mobile app with a new navigation menu.
   Reveal Solution Discussion Select an answer first
6. 25application · medium

   A sales rep uses a third-party expense tracking app on her phone. She wants to automatically create expense records in Salesforce when she logs an expense in the third-party app. What should you use to integrate the two apps?

   • ASet up a custom REST API integration that sends expense data to Salesforce.
   • BAsk the rep to manually enter expenses in Salesforce after each trip.
   • CUse the Salesforce mobile app's built-in expense tracking feature.
   • DUse Salesforce Connect to link the external app's data in real time.
   Reveal Solution Discussion Select an answer first