Given a Scenario, Identify the Capabilities and Implications of the Sales Process. PLATFORM-ADMINISTRATOR Practice Questions (Page 7)

Questions 31–32

1. 31foundation · easy

   What is the primary purpose of a task in the sales process?

   • ATo generate sales reports
   • BTo store customer contact information
   • CTo create a formal quote for a customer
   • DTo track a specific action that needs to be completed
   Reveal Solution Discussion Select an answer first
2. 32application · medium

   A sales rep has been negotiating a deal and needs to send the customer a formal document listing the products and prices. The rep wants this document to be generated from the opportunity and, once accepted, to become the basis for the order. What should the rep do?

   • ACreate a price book and attach it to the opportunity record.
   • BAdd products directly to the opportunity and email the opportunity record to the customer.
   • CCreate an order directly from the opportunity without a quote.
   • DCreate a quote from the opportunity, add products from the price book, then generate the PDF to send to the customer.
   Reveal Solution Discussion Select an answer first