Given a Scenario, Identify the Capabilities and Implications of the Sales Process. PLATFORM-ADMINISTRATOR Practice Questions (Page 3)

Questions 11–15

1. 11foundation · easy

   Why is it important to keep the sales process stages aligned with the actual sales workflow?

   • ATo reduce the number of fields on the opportunity
   • BTo automatically send emails to customers
   • CTo increase the storage limit for the organization
   • DTo ensure accurate reporting and forecasting
   Reveal Solution Discussion Select an answer first
2. 12foundation · easy

   Which Salesforce feature allows sales team members to collaborate on a record by posting comments and @mentioning colleagues?

   • AReports
   • BTasks
   • CEmail Templates
   • DChatter
   Reveal Solution Discussion Select an answer first
4. 13application · medium

   A sales manager wants to discuss a specific opportunity with the sales rep and a product specialist. The manager wants the conversation to be visible on the opportunity record for future reference. Which tool should the manager use?

   • ASend an email to the rep and specialist, and CC the opportunity.
   • BPost to the opportunity's Chatter feed and mention the rep and specialist.
   • CSchedule a meeting and add the opportunity to the meeting description.
   • DCreate a task assigned to the rep with a subject about the discussion.
   Reveal Solution Discussion Select an answer first
5. 14foundation · easy

   How are products added to an opportunity in Salesforce?

   • ABy manually typing the product name and price
   • BBy selecting products from the standard price book
   • CBy copying from a closed opportunity
   • DBy importing from an external ERP system
   Reveal Solution Discussion Select an answer first
6. 15expert · hard

   A company sells products in multiple currencies and uses price books. The admin notices that when a rep creates a quote for a customer in a different currency, the prices are sometimes incorrect because the rep selects the wrong price book. The admin wants to reduce these errors without restricting the rep's ability to choose. What should the admin do?

   • ARemove the ability for reps to see price books in other currencies.
   • BAdd a validation rule on the quote that checks the currency of the price book matches the currency of the account.
   • CUse a custom field on the account to store the default price book and have reps use that.
   • DCreate a workflow rule to automatically correct the price book on the quote.
   Reveal Solution Discussion Select an answer first