A company uses quotes and orders in Salesforce. The sales manager wants to ensure that an order cannot be created unless a quote has been accepted. However, the admin is concerned about blocking legitimate orders that may come from outside the standard process. What should the admin do to enforce this while allowing flexibility?

Create a custom permission that allows certain users to bypass the validation rule.

Use a workflow rule to send an email to the manager when an order is created without a quote.

Create a validation rule on the order that requires the 'Quote' field to be populated and the quote status to be 'Accepted'.

Do nothing; the 'Create Order' button on quotes is the only way to create an order.

What is the purpose of a price book in Salesforce?

To track customer payment history

To store a list of products with their standard prices

To record sales team performance

Which of the following is a standard method to capture a lead in Salesforce?

Syncing from a marketing automation tool

Creating a lead record manually

Importing from a data warehouse

What is the purpose of the 'Pipeline' view in Salesforce?

To list all closed won opportunities

To display product inventory levels

To display all open opportunities and their stages

What is a potential implication of making a sales stage required for all opportunities?

It will increase the number of quotes generated

It will prevent users from creating opportunities

Users may be forced to select a stage that doesn't match the actual deal status

It will automatically close all opportunities

SalesforceCertified Administrator

Domain 5Objective 1

Given a Scenario, Identify the Capabilities and Implications of the Sales Process. PLATFORM-ADMINISTRATOR Practice Questions (Page 2)

Part of the SALES AND MARKETING APPLICATIONS domain, which accounts for 14% of the PLATFORM-ADMINISTRATOR exam.

32questions here

7free pages

8concepts

14%of the exam

Questions 6–10

6expert · hard
A company uses quotes and orders in Salesforce. The sales manager wants to ensure that an order cannot be created unless a quote has been accepted. However, the admin is concerned about blocking legitimate orders that may come from outside the standard process. What should the admin do to enforce this while allowing flexibility?
Select an answer first
7foundation · easy
What is the purpose of a price book in Salesforce?
Select an answer first
8foundation · easy
Which of the following is a standard method to capture a lead in Salesforce?
Select an answer first
9foundation · easy
What is the purpose of the 'Pipeline' view in Salesforce?
Select an answer first
10foundation · easy
What is a potential implication of making a sales stage required for all opportunities?
Select an answer first

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