A company requires that all quotes over $50,000 be approved by a sales director before they can be sent to the customer. They also want to track the approval status on the quote. What should a consultant configure?

Use a validation rule to block the quote if the total exceeds $50,000.

Create a custom checkbox field for approval and have the rep manually check it.

Use a flow to send an email to the director when the quote is created, but do not block sending.

Create an approval process on the quote object with an entry criterion of total > $50,000.

A sales organization wants its opportunity stages to reflect the actual steps their sales team follows, from initial contact to closing. They also need to track the probability of closing at each stage. What should a consultant configure?

Use the default Opportunity Stage picklist without modification.

Create a custom field to store the stage and use a formula to calculate probability.

Customize the Opportunity Stage picklist and set the probability for each stage in the picklist values.

Enable forecasting and let the system automatically assign probabilities based on historical data.

A sales manager wants to track the progress of deals through defined stages and measure the value of the pipeline. Which standard Salesforce object and field combination is designed for this purpose?

Opportunity object with Stage and Amount fields

Account object with Type and Annual Revenue fields

Quote object with Status and Total Price fields

Lead object with Status and Rating fields

To ensure a seamless handoff from quote to order, which standard relationship should exist between the Quote and Order objects?

Opportunity has a lookup field to Order

Order has a master-detail field to Quote

Quote has a lookup field to Order

Quote and Order are the same object

SalesforceCertified Agentforce Sales Consultant

Domain 3Objective 1

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 2)

Part of the SALES CLOUD SOLUTION DESIGN domain, which accounts for 25% of the AGENTFORCE-SALES-CONSULTANT exam.

27questions here

6free pages

5concepts

25%of the exam

Questions 6–10

6application · medium
A company requires that all quotes over $50,000 be approved by a sales director before they can be sent to the customer. They also want to track the approval status on the quote. What should a consultant configure?
Select an answer first
7application · medium
A sales organization wants its opportunity stages to reflect the actual steps their sales team follows, from initial contact to closing. They also need to track the probability of closing at each stage. What should a consultant configure?
Select an answer first
8foundation · easy
A sales rep needs to generate a formal price document for a customer that includes product quantities, discounts, and totals. Which standard Salesforce object should be used?
Select an answer first
9foundation · easy
A sales manager wants to track the progress of deals through defined stages and measure the value of the pipeline. Which standard Salesforce object and field combination is designed for this purpose?
Select an answer first
10foundation · easy
To ensure a seamless handoff from quote to order, which standard relationship should exist between the Quote and Order objects?
Select an answer first

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