Describe the Capabilities of the Core CRM Objects in the Salesforce Schema. PLATFORM-APP-BUILDER Practice Questions (Page 5)

Questions 21–25

1. 21application · medium

   A sales manager wants to see a forecast of expected revenue for the quarter. The sales team uses opportunities to track deals. Which opportunity field should the manager rely on to estimate the expected revenue for each deal?

   • AStage
   • BExpected Revenue
   • CAmount
   • DProbability
   Reveal Solution Discussion Select an answer first
2. 22foundation · easy

   What is the primary purpose of a Case in Salesforce?

   • ATo track a customer support request or issue
   • BTo track a product's inventory levels
   • CTo track a potential sales lead
   • DTo track a marketing campaign's performance
   Reveal Solution Discussion Select an answer first
4. 23application · medium

   A sales team sells multiple products with different prices. When creating an opportunity, they need to specify which products and quantities are being sold. What should they add to the opportunity?

   • AOpportunity Products
   • BPrice Book Entries
   • CActivity History
   • DCampaign Members
   Reveal Solution Discussion Select an answer first
5. 24expert · hard

   A sales rep converts a lead, but the lead has a duplicate account already in the system. The rep wants to avoid creating a duplicate account and instead associate the new contact and opportunity with the existing account. What should the rep do during conversion?

   • AChange the lead's company name to match the existing account before converting.
   • BConvert the lead and then merge the duplicate accounts.
   • CSelect the existing account in the 'Account' field of the convert lead screen.
   • DDelete the lead and manually create a contact and opportunity on the existing account.
   Reveal Solution Discussion Select an answer first
6. 25expert · hard

   A support team wants to track the number of open cases per account on the account record. They also want to see the average priority of those cases. What should they use?

   • AA report that shows the count and average, and pin it to the account page.
   • BA single roll-up summary field that counts open cases and a formula field to calculate average priority.
   • CTwo roll-up summary fields on Account: one to count open cases and one to average the priority.
   • DA workflow rule that updates a custom field on Account with the case count and average.
   Reveal Solution Discussion Select an answer first