Explain the Capabilities, Use Cases and Design Considerations When Implementing Orders. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 1)

Questions 1–5

1. 1application · easy

   A sales rep needs to create an order from a won opportunity, but the opportunity has multiple products with different quantities. The rep wants the order to reflect exactly what was sold. What should the rep do?

   • AManually create the order and add each product individually.
   • BUse the 'Create Order' button on the opportunity and select 'Copy Opportunity Products'.
   • CUse Data Loader to insert the order and then manually add products.
   • DCreate the order from the account and manually link it to the opportunity.
   Reveal Solution Discussion Select an answer first
2. 2application · medium

   An admin needs to ensure that when an order is activated, the related opportunity stage is updated to 'Closed Won' if it is not already. What should the admin use?

   • AA validation rule on the Opportunity that requires the stage to be Closed Won when an order is activated.
   • BA process builder on the Opportunity that checks for related orders.
   • CA Flow triggered on the Order object when the status changes to Activated.
   • DA workflow rule on the Order object that updates the opportunity.
   Reveal Solution Discussion Select an answer first
4. 3foundation · easy

   Which standard Salesforce object is the Order object most directly related to, and is typically the source of the order?

   • ACase
   • BOpportunity
   • CCampaign
   • DLead
   Reveal Solution Discussion Select an answer first
5. 4application · medium

   A sales manager wants to see the total value of orders linked to opportunities in the current quarter, but only for orders that have been activated. The default Order report shows all orders regardless of status. What should the admin do?

   • AModify the standard Orders report to include only activated orders by changing the report's filter.
   • BExport all orders to Excel and filter manually.
   • CCreate a custom report type with Orders and Opportunities, then add a filter for Status = Activated.
   • DUse the Opportunity report and add a formula field to calculate order totals.
   Reveal Solution Discussion Select an answer first
6. 5foundation · easy

   Which standard field on the Order object indicates the current stage of the order’s lifecycle?

   • AStage
   • BStatus
   • CType
   • DPriority
   Reveal Solution Discussion Select an answer first