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 3)

Questions 11–15

1. 11foundation · easy

   A sales operations manager wants to ensure that when a sales rep qualifies a lead, the system automatically creates a related opportunity and carries over key information. Which standard Salesforce feature supports this requirement?

   • ALead import wizard
   • BLead conversion
   • CLead scoring
   • DLead assignment rules
   Reveal Solution Discussion Select an answer first
2. 12application · medium

   A company wants to ensure that when a lead is converted, the resulting opportunity and account are automatically linked, and that any custom fields on the lead are carried over to the opportunity. What should a consultant configure?

   • AUse a validation rule to require the sales rep to re-enter the data on the opportunity.
   • BEnable the 'Converted' checkbox on the lead and rely on the system to copy all fields automatically.
   • CCreate a flow that runs after lead conversion to manually copy the fields.
   • DMap the lead fields to the opportunity fields during lead conversion setup.
   Reveal Solution Discussion Select an answer first
4. 13application · medium

   After a customer accepts a quote, the sales team needs to create an order that includes all the quoted products, quantities, and prices. They want to minimize manual data entry and ensure the order matches the quote exactly. What should a consultant recommend?

   • AManually create a new order and copy the products from the quote into the order.
   • BUse a flow to create an order and then have a sales rep re-enter each product.
   • CUse the 'Create Order' action on the quote to generate an order with the quote line items copied over.
   • DConvert the quote to an opportunity and then create an order from the opportunity.
   Reveal Solution Discussion Select an answer first
5. 14foundation · easy

   A company requires that quotes above a certain discount percentage be reviewed by a sales manager before being sent to the customer. Which standard Salesforce feature supports this requirement?

   • AAssignment rule
   • BApproval process
   • CValidation rule
   • DWorkflow rule
   Reveal Solution Discussion Select an answer first
6. 15foundation · easy

   After a customer accepts a quote, the sales rep needs to create the official purchase record that will be used for fulfillment. Which standard Salesforce object should be created from the quote?

   • AContract
   • BCase
   • COrder
   • DInvoice
   Reveal Solution Discussion Select an answer first