A company wants to analyze sales opportunities alongside external market data stored in a CSV file. They need a single report that combines both datasets. What should the consultant recommend?

Use a dashboard that pulls from both Salesforce and the CSV file

Use a joined report that combines a standard opportunity report with an external data report

Use a standard opportunity report and manually add the CSV data as columns

Use a custom report type that includes a custom object for external data

SalesforceCertified Agentforce Sales Consultant

Domain 9Objective 1

Given a Set of Desired Metrics, Determine the Appropriate Report, Dashboard or Reporting Snapshot Solution. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 1)

Part of the SALES CLOUD ANALYTICS domain, which accounts for 8% of the AGENTFORCE-SALES-CONSULTANT exam.

17questions here

4free pages

6concepts

8%of the exam

Questions 1–5

1foundation · easy
A sales analyst wants to see the total amount of opportunities by owner, with subtotals for each owner. Which report feature should be used to organize the data into sections by owner?
Select an answer first
2foundation · easy
A sales analyst wants to create a report that includes data from a custom object called 'Sales Target' along with standard opportunity data. Which data source should be used?
Select an answer first
3application · medium
A company wants to analyze sales opportunities alongside external market data stored in a CSV file. They need a single report that combines both datasets. What should the consultant recommend?
Select an answer first
4foundation · easy
A sales team wants to see the number of opportunities won by month for the last six months as a line chart. Which dashboard component should be used?
Select an answer first
5foundation · easy
A sales manager wants a report showing only opportunities with an amount greater than $10,000 and a stage of 'Closed Won'. Which report feature should be used to limit the data to these criteria?
Select an answer first

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Given a Set of Desired Metrics, Determine the Appropriate Report, Dashboard or Reporting Snapshot Solution. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 1)

Questions 1–5

A sales analyst wants to see the total amount of opportunities by owner, with subtotals for each owner. Which report feature should be used to organize the data into sections by owner?

A sales analyst wants to create a report that includes data from a custom object called 'Sales Target' along with standard opportunity data. Which data source should be used?

A company wants to analyze sales opportunities alongside external market data stored in a CSV file. They need a single report that combines both datasets. What should the consultant recommend?

A sales team wants to see the number of opportunities won by month for the last six months as a line chart. Which dashboard component should be used?

A sales manager wants a report showing only opportunities with an amount greater than $10,000 and a stage of 'Closed Won'. Which report feature should be used to limit the data to these criteria?

Keep studying — SALES CLOUD ANALYTICS