Given a Set of Requirements, Determine How to Support Different Sales Process Scenarios. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 1)

Questions 1–5

1. 1application · medium

   A company has a sales process with a 'Proposal' stage that has a 50% probability. The sales manager wants to see a report of all opportunities in the Proposal stage with their expected revenue (amount * probability). What should the administrator do?

   • AUse a Flow to calculate the expected revenue and store it in a custom field.
   • BCreate a report that shows the Amount field and manually calculate the expected revenue.
   • CCreate a custom formula field that multiplies Amount by Probability and add it to the report.
   • DCreate a report using the standard 'Expected Revenue' field on Opportunity.
   Reveal Solution Discussion Select an answer first
2. 2foundation · easy

   Which automation tool in Salesforce can be used to send an email alert when an opportunity stage changes to 'Closed Won'?

   • AFlow
   • BApproval process
   • CSales Path
   • DValidation rule
   Reveal Solution Discussion Select an answer first
4. 3application · medium

   A manufacturing company's sales process has five stages: Prospecting, Qualification, Proposal, Negotiation, and Closed Won/Lost. The sales manager wants the probability field to automatically reflect the likelihood of closing at each stage, and wants the sales reps to see a visual guide of the next steps. What should the administrator do?

   • AUse a Flow to update the probability field whenever the stage changes.
   • BCreate a formula field that calculates probability based on the stage name.
   • CSet the probability manually for each opportunity after the stage is changed.
   • DDefine the stage picklist with the five stages and set the probability for each stage in the picklist values.
   Reveal Solution Discussion Select an answer first
5. 4application · medium

   A real estate company has an opportunity process where a deal cannot move from 'Negotiation' to 'Closed Won' unless a 'Contract Signed Date' is populated. The sales manager wants to enforce this rule so that reps cannot skip the step. What should the administrator configure?

   • AUse a Flow to automatically populate the Contract Signed Date when the stage changes to Closed Won.
   • BCreate a validation rule on Opportunity that checks the stage and the Contract Signed Date field.
   • CMake the Contract Signed Date field required on the page layout for all stages.
   • DEnable the 'Require Stage Change' setting on the Opportunity object.
   Reveal Solution Discussion Select an answer first
6. 5foundation · easy

   Which Salesforce feature can be used to prevent an opportunity from being moved directly from 'Prospecting' to 'Closed Won'?

   • AOpportunity record type
   • BSales Path
   • CForecast category
   • DValidation rule
   Reveal Solution Discussion Select an answer first