Given a Scenario, Analyze Customer Requirements to Determine an Appropriate Solution Design Considering Capabilities, Limitations, and Design Trade-Offs. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 2)

Questions 6–10

1. 6foundation · easy

   A customer needs a custom sales process that is unique to their industry. They are deciding between configuring standard Sales Cloud features and building a custom solution using custom objects and code. What is a key trade-off to consider?

   • ABuilding a custom solution is less flexible than configuring standard features
   • BBuilding a custom solution is always cheaper in the long run
   • CConfiguring standard features requires more coding than building a custom solution
   • DConfiguring standard features is faster to implement but may not meet all unique needs
   Reveal Solution Discussion Select an answer first
2. 7application · medium

   A company needs to track sales activities such as calls, emails, and meetings. They want to see a timeline of activities on the account and opportunity records. Which approach should the consultant recommend?

   • AEnable Activity Metrics and use the Activity Dashboard.
   • BUse standard Tasks and Events with the Activity Timeline.
   • CCreate a custom object for activities and relate it to accounts and opportunities.
   • DUse Chatter posts to log activities.
   Reveal Solution Discussion Select an answer first
4. 8foundation · easy

   A customer wants to track sales opportunities and generate quotes. They have a limited budget and need a solution that is quick to deploy. Which solution design should be recommended?

   • ABuild a custom opportunity tracking system from scratch
   • BUse a third-party CRM that requires extensive customization
   • CImplement Sales Cloud with a complex custom approval process for every opportunity
   • DUse standard Sales Cloud features for opportunity tracking and quotes
   Reveal Solution Discussion Select an answer first
5. 9application · medium

   A company wants to track the performance of their sales team against monthly quotas. They need a dashboard that shows each rep's closed revenue versus their quota. What is the recommended approach?

   • AUse a third-party app for quota tracking.
   • BUse standard Opportunity reports and a dashboard with a custom quota field on the user.
   • CUse Salesforce Quotas feature.
   • DCreate a custom object for quotas and use a roll-up summary field on the user.
   Reveal Solution Discussion Select an answer first
6. 10foundation · easy

   During a discovery meeting, a customer lists several needs: a 360-degree view of the customer, automated lead assignment, and a custom approval process for discounts. Which need is a functional requirement?

   • AThe solution must comply with GDPR
   • BA 360-degree view of the customer
   • CThe solution must be deployed within 60 days
   • DThe total cost of ownership must be under $100,000
   Reveal Solution Discussion Select an answer first