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 5)

Questions 21–25

1. 21application · medium

   After an order is created, the fulfillment team needs to see which products are back-ordered and which are in stock. They also want to update the order status as items ship. What should a consultant configure?

   • ACreate a separate custom object for shipments and link it to the order.
   • BUse a flow to automatically update the order status when any product is back-ordered.
   • CUse the standard order object without customization.
   • DAdd custom fields to the order and order products to track stock status and shipment status.
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2. 22foundation · easy

   An administrator needs to ensure that sales reps cannot mark an opportunity as Closed Won without entering a value in the 'Actual Close Date' field. Which declarative tool should be used?

   • AValidation rule
   • BWorkflow rule
   • CApproval process
   • DAssignment rule
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4. 23application · medium

   A sales manager wants to see a pipeline report that shows the total value of opportunities at each stage, including the expected revenue based on probability. They also want to drill down to see the underlying opportunities. What should a consultant recommend?

   • ACreate a dashboard with a chart of opportunities by stage, but without the ability to drill down.
   • BCreate a report on opportunities grouped by stage, with the Amount field and a formula for expected revenue.
   • CCreate a custom object to store pipeline data and build a custom report.
   • DUse the Forecasts feature to see expected revenue, but it does not show individual opportunities.
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5. 24expert · hard

   A company uses Salesforce CPQ. They have a complex discounting structure where discounts are based on the customer's tier and the total contract value. They also need to ensure that any quote with a discount above 20% requires a two-level approval (sales manager and VP of Sales). Currently, the approval process only allows one level of approval. What should a consultant do to meet the requirement?

   • ACreate two separate approval processes and have the rep submit the quote twice.
   • BIncrease the discount threshold to 30% so fewer quotes require approval.
   • CConfigure a multi-step approval process on the quote object with two steps: first to the sales manager, then to the VP of Sales.
   • DUse a flow to send an email to both the manager and VP simultaneously.
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6. 25expert · hard

   A company uses Salesforce CPQ. They want to allow sales reps to create multiple quotes for an opportunity, but only one quote can be marked as 'Primary'. They also want to ensure that the primary quote is the one used for order creation. What should a consultant configure?

   • AUse the standard 'Primary' checkbox on the quote and configure the order creation flow to use the primary quote.
   • BCreate a custom field to mark a quote as primary and use a validation rule to ensure only one is primary.
   • CAllow multiple primary quotes and have the rep select which one to use for the order.
   • DUse a flow to automatically set the most recent quote as primary.
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