A company wants to report on opportunities and their associated quotes. They need a report that shows each opportunity with its related quotes, even if an opportunity has no quotes. Which report type should be used?

Standard Opportunities report with a lookup field to Quotes

Tabular report on Quotes with a lookup to Opportunities

Custom report type with Opportunities as the primary object and Quotes as a secondary object

Joined report combining Opportunities and Quotes

A sales team wants to see a dashboard of their pipeline every Monday morning without having to log in to Salesforce. What should the consultant configure?

Create a reporting snapshot and schedule it to run every Monday

Schedule the dashboard to email a PDF to the team every Monday

Share the dashboard with the team and tell them to check it manually

Schedule a report to run and email it to the team every Monday

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 2)

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 6–10

6foundation · easy
A sales manager wants to automatically send a report to the sales team every Monday morning. Which feature should be used?
Select an answer first
7application · medium
A company wants to report on opportunities and their associated quotes. They need a report that shows each opportunity with its related quotes, even if an opportunity has no quotes. Which report type should be used?
Select an answer first
8foundation · easy
A sales director wants to see total opportunity amount by region and by sales stage in a single report, with both regions and stages as headers. Which report type should be used?
Select an answer first
9application · medium
A sales team wants to see a dashboard of their pipeline every Monday morning without having to log in to Salesforce. What should the consultant configure?
Select an answer first
10foundation · easy
A sales manager wants a dashboard component that displays the total number of new leads this month as a single number, with a color indicator if the number is above or below a target. Which dashboard component should be used?
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 2)

Questions 6–10

A sales manager wants to automatically send a report to the sales team every Monday morning. Which feature should be used?

A company wants to report on opportunities and their associated quotes. They need a report that shows each opportunity with its related quotes, even if an opportunity has no quotes. Which report type should be used?

A sales director wants to see total opportunity amount by region and by sales stage in a single report, with both regions and stages as headers. Which report type should be used?

A sales team wants to see a dashboard of their pipeline every Monday morning without having to log in to Salesforce. What should the consultant configure?

A sales manager wants a dashboard component that displays the total number of new leads this month as a single number, with a color indicator if the number is above or below a target. Which dashboard component should be used?

Keep studying — SALES CLOUD ANALYTICS