Given a Set of Requirements, Determine How to Support Different Sales Process Scenarios. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 4)

Questions 16–20

1. 16foundation · easy

   When configuring opportunity stages, which two attributes must be defined for each stage?

   • AName and probability
   • BOrder and probability
   • CName and order
   • DName and forecast category
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2. 17foundation · easy

   A company wants to track opportunities that follow a simple, uniform path from creation to close. Which sales process scenario best matches this requirement?

   • AStandard sales process
   • BMulti-stage sales process
   • CCustom sales process
   • DOpportunity record type
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4. 18foundation · easy

   In Salesforce, what is the purpose of setting a probability percentage on an opportunity stage?

   • ATo control which users can edit the opportunity
   • BTo indicate the likelihood of the opportunity closing at that stage
   • CTo automatically move the opportunity to the next stage
   • DTo determine the order of stages in the sales process
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5. 19application · medium

   A consulting firm wants to guide its sales reps through a multi-stage opportunity process. The reps often miss key fields like 'Proposal Sent Date' and 'Client Budget' at the appropriate stages. The sales manager wants the reps to see a step-by-step guide that highlights the required fields for each stage. What should the administrator configure?

   • AEnable Sales Path for the Opportunity object and define the stages and key fields for each step.
   • BUse a Flow to display a screen with the required fields when the stage changes.
   • CAdd a rich text field to the Opportunity that lists the required fields for each stage.
   • DCreate a Lightning page with a form that only shows the required fields for the current stage.
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6. 20expert · hard

   A company has a sales process with 8 stages, but the sales manager wants to simplify it to 5 stages. They also want to use Sales Path to guide reps. However, they have historical opportunities with the old 8-stage picklist values. What should the administrator do to avoid breaking historical data?

   • AEdit the existing picklist values to remove the old stages and add the new ones.
   • BUse a Flow to update all historical opportunities to the new stages.
   • CDisable the old picklist values and rely on validation rules to prevent their use.
   • DCreate a new record type with the new 5-stage picklist and assign it to new opportunities, leaving the old record type for historical data.
   Reveal Solution Discussion Select an answer first