Given a Scenario, Identify the Appropriate Sales Productivity Features Using Opportunity Tools and Know When Products and Price Books Should Be Used PLATFORM-ADMINISTRATOR Practice Questions (Page 1)

Questions 1–5

1. 1expert · hard

   A sales rep at DataStream closed a large deal worth $100,000. The rep's manager wants the rep to receive 70% credit, and a junior rep who assisted with the demo to receive 30% credit. The junior rep is not on the opportunity team. The administrator needs to set this up so the forecast and reports reflect the split correctly. What should the administrator do?

   • AChange the opportunity owner to the junior rep and use a custom field to track the primary rep's credit.
   • BCreate an Opportunity Split directly with 70% for the primary rep and 30% for the junior rep.
   • CUse two separate opportunities, one for each rep, with the amounts split.
   • DAdd the junior rep to the Opportunity Team, then create an Opportunity Split with 70% for the primary rep and 30% for the junior rep.
   Reveal Solution Discussion Select an answer first
2. 2application · medium

   GlobalTrade sells the same hardware products in the US and Canada. The US sales team uses USD pricing, and the Canadian team uses CAD pricing. Each opportunity is associated with a single currency. When a Canadian rep creates an opportunity and wants to add products, which price book should they select?

   • AThe price book with the most products, regardless of currency.
   • BThe standard price book, because it contains all products.
   • CAny price book, because Salesforce automatically converts prices to the opportunity currency.
   • DA custom price book with CAD prices for the relevant products.
   Reveal Solution Discussion Select an answer first
4. 3foundation · easy

   How can an administrator add a product to a custom price book?

   • ABy creating a new opportunity and adding the product there
   • BBy changing the product's family
   • CBy enabling opportunity splits
   • DBy editing the price book and adding the product with a specific price
   Reveal Solution Discussion Select an answer first
5. 4application · medium

   At BuildRight, a complex infrastructure deal requires input from a solutions engineer, a legal advisor, and a procurement specialist. The primary sales rep wants these three people to see the opportunity and collaborate on it, but they should not own the deal or receive revenue credit. What should the administrator configure?

   • AChange the Opportunity Owner to a queue and add the three people as queue members.
   • BCreate Opportunity Splits for the three people.
   • CAdd the three people to the Opportunity Team with appropriate roles and access.
   • DEnable Opportunity Score and share the record with the three people.
   Reveal Solution Discussion Select an answer first
6. 5foundation · easy

   Which of the following is a standard field on a product record in Salesforce that can be used to categorize products?

   • AOpportunity Owner
   • BSplit Type
   • CStage Name
   • DProduct Family
   Reveal Solution Discussion Select an answer first