A company's sales team uses leads to track potential customers. After a lead is qualified, the rep converts it. The administrator wants to ensure that the converted lead's data is not lost and that the rep can still see the original lead information. What should the administrator configure?

Enable the 'Converted Lead' status and set the 'Lead Conversion' settings to preserve the lead record.

Disable lead conversion and use a custom object instead.

Set up a workflow rule to copy lead fields to the opportunity.

Create a custom field on the account to store the lead's original data.

A sales rep has a quote that was accepted by the customer. The rep now needs to create the order record to begin fulfillment. What should the rep do to create the order?

Convert the quote to an opportunity.

Delete the quote and create an order from the opportunity.

Manually create a new order and copy the products from the quote.

Use the 'Create Order' button on the quote record.

A sales rep is working on a complex opportunity and needs to delegate a follow-up call to another rep. The rep wants to ensure the task is visible on the opportunity and assigned to the other rep. What should the rep do?

Create an event on the opportunity and invite the other rep.

Create a task on the opportunity and assign it to the other rep.

Change the opportunity owner to the other rep.

Send a Chatter message to the other rep with the opportunity details.

What is the role of an order in the sales process?

To list all products in the price book

To track the salesperson's daily activities

To store customer feedback and satisfaction scores

To record the customer's acceptance of a quote and initiate fulfillment

SalesforceCertified Administrator

Domain 5Objective 1

Given a Scenario, Identify the Capabilities and Implications of the Sales Process. PLATFORM-ADMINISTRATOR Practice Questions (Page 4)

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 16–20

16application · medium
A sales operations manager wants to see a forecast of deals that reps are confident about closing this quarter. The manager wants to include only opportunities where the rep has committed to the deal. Which forecast category should the manager use?
Select an answer first
17application · medium
A company's sales team uses leads to track potential customers. After a lead is qualified, the rep converts it. The administrator wants to ensure that the converted lead's data is not lost and that the rep can still see the original lead information. What should the administrator configure?
Select an answer first
18application · medium
A sales rep has a quote that was accepted by the customer. The rep now needs to create the order record to begin fulfillment. What should the rep do to create the order?
Select an answer first
19application · medium
A sales rep is working on a complex opportunity and needs to delegate a follow-up call to another rep. The rep wants to ensure the task is visible on the opportunity and assigned to the other rep. What should the rep do?
Select an answer first
20foundation · easy
What is the role of an order in the sales process?
Select an answer first

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