Given a Set of Requirements, Design an End-To-End Sales Process from Lead to Opportunity to Quote to Close to Order. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 1)

Questions 1–5

1. 1application · medium

   A company wants to automate the creation of an order when a quote is accepted. They also want to ensure that the order's total matches the quote's total. What should a consultant configure?

   • AUse a flow triggered on quote acceptance to create an order and copy the quote line items.
   • BUse a workflow rule to create an order when the quote status changes to Accepted.
   • CCreate a custom button on the quote that the rep clicks to create an order.
   • DHave the sales rep manually create the order and copy the total from the quote.
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2. 2expert · hard

   A sales organization wants to implement a sales process where opportunities must have a quote before they can be moved to 'Closed Won'. They also want to ensure that the quote is accepted before the opportunity is closed. What should a consultant configure?

   • AUse a flow to automatically create a quote and set it to 'Accepted' when the stage changes to 'Closed Won'.
   • BUse a workflow rule to send an email to the sales manager if the opportunity is closed without an accepted quote.
   • CUse validation rules on the opportunity to require a related quote with an 'Accepted' status before the stage can be 'Closed Won'.
   • DUse a picklist field on the opportunity to indicate whether a quote was accepted, and require reps to select it.
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4. 3expert · hard

   A company's sales process requires that a quote must be created before an opportunity can move to the 'Negotiation' stage. They also require that an order can only be created from an accepted quote. Currently, sales reps sometimes skip creating a quote and move the opportunity to 'Negotiation' anyway. They also sometimes create orders directly from opportunities without a quote. What should a consultant configure to enforce these requirements?

   • AUse a flow to automatically create a quote when the stage changes to 'Negotiation', and automatically create an order from the quote.
   • BUse validation rules on the opportunity to require a quote before the stage is 'Negotiation', and on the order to require a related quote.
   • CUse a picklist on the opportunity to track whether a quote was created, and require reps to select it.
   • DUse a workflow rule to send an email to the sales manager when a quote is missing.
   Reveal Solution Discussion Select an answer first
5. 4application · medium

   A company sells products with volume discounts. When a sales rep creates a quote, they need the system to automatically apply the correct discount based on the total quantity. They also want to prevent quotes from being sent to customers without a manager's approval when the discount exceeds a certain percentage. What should a consultant configure?

   • ASet up price rules for volume discounts and an approval process for quotes exceeding the discount threshold.
   • BUse a workflow rule to update the discount and a flow to send an email to the manager after the quote is sent.
   • CEnable quote approval and set the discount manually on each quote line.
   • DCreate a formula field on the quote to calculate the discount and a validation rule to block the quote if the discount is too high.
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6. 5expert · hard · select all that apply

   A company wants to implement a fully automated end-to-end sales process from lead to order. They have the following requirements: 1) Leads should be automatically qualified and converted to opportunities. 2) Opportunities should automatically generate a quote when they reach a certain stage. 3) Quotes should be automatically approved when they meet certain criteria. 4) Orders should be automatically created when a quote is accepted. Which of the following Salesforce features should a consultant use to meet these requirements? Select all that apply.

   • AWorkflow Rules
   • BProcess Builder
   • CApproval Processes
   • DAssignment Rules
   • EFlow Builder
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