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 6)

Questions 26–27

1. 26foundation · easy

   A sales process requires that when a lead is converted, the resulting opportunity is automatically linked to the original lead for reporting purposes. Which standard Salesforce feature maintains this relationship?

   • ACampaign influence
   • BAccount relationship
   • CConverted Lead ID field on the opportunity
   • DOpportunity contact role
   Reveal Solution Discussion Select an answer first
2. 27expert · hard

   A company wants to create orders from quotes, but they have a requirement that the order's shipping address must be different from the quote's billing address. They also want to ensure that the order's total is automatically calculated from the order products. What should a consultant configure?

   • ACreate a custom formula field on the order to calculate the total from the quote.
   • BUse the quote's shipping address for the order and require the rep to manually change it.
   • CAdd a shipping address field to the order and use a validation rule to ensure it differs from the billing address.
   • DUse a flow to copy the quote's billing address to the order's shipping address.
   Reveal Solution Discussion Select an answer first