Given a Set of Requirements, Determine How to Support Different Sales Process Scenarios. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 2)

Questions 6–10

1. 6foundation · easy

   A business requires different opportunity stages for its enterprise and small business divisions. Which sales process scenario should be used to meet this requirement?

   • AStandard sales process
   • BSales path
   • CCustom sales process
   • DMulti-stage sales process
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2. 7application · medium

   A technology company wants to automatically notify the sales director whenever an opportunity moves to the 'Closed Won' stage, and also update a custom field 'Deal Size Category' to 'Large' if the amount is over $100,000. What should the administrator use to accomplish both actions?

   • ACreate a formula field that calculates the Deal Size Category and set up a report subscription for the director.
   • BUse Process Builder to send the email and a separate Flow for the field update.
   • CCreate a Flow that triggers on Opportunity stage changes and includes both an email alert and a field update.
   • DCreate two separate Workflow Rules, one for the email alert and one for the field update.
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4. 8foundation · easy

   In Sales Path, what is the role of 'Guidance' for a stage?

   • AIt restricts which users can view the opportunity.
   • BIt provides helpful tips and instructions to the sales rep for that stage.
   • CIt defines the probability percentage for the stage.
   • DIt automatically advances the opportunity to the next stage.
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5. 9foundation · easy

   What is the purpose of a validation rule on an opportunity stage?

   • ATo ensure that required data is entered before the stage can be changed
   • BTo calculate the probability of the opportunity
   • CTo automatically update the opportunity owner
   • DTo visually display the stage in the Sales Path
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6. 10expert · hard

   A company has three sales processes: a standard 5-stage process, a custom 7-stage process for enterprise deals, and a multi-stage process for renewals. They want to use forecasting, but the standard forecast categories (Pipeline, Best Case, Commit, Closed) do not align with the custom stages. The sales manager wants to see accurate forecasts for each process. What should the administrator do?

   • AUse a single record type and manually adjust the forecast category on each opportunity.
   • BUse record types for each process and map the custom stages to the standard forecast categories.
   • CDisable forecasting for the custom processes and use reports instead.
   • DCreate custom forecast categories for each process and assign them to the opportunities.
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