Describe the Capabilities of the Core CRM Objects in the Salesforce Schema. PLATFORM-APP-BUILDER Practice Questions (Page 6)

Questions 26–29

1. 26application · medium

   A support manager wants to ensure that every case is associated with a customer account. Which field on the Case object should be required?

   • AStatus
   • BAccount Name
   • CContact Name
   • DCase Number
   Reveal Solution Discussion Select an answer first
2. 27expert · hard

   A company has a lead that was converted, but the sales rep later realizes the lead was associated with an incorrect account. The rep wants to move the converted contact and opportunity to the correct account without losing data. What should the rep do?

   • ACreate a new opportunity and manually copy the data.
   • BDelete the converted records and reconvert the lead.
   • CChange the Account lookup on the Contact and Opportunity records to the correct account.
   • DEdit the original lead's account field and reconvert.
   Reveal Solution Discussion Select an answer first
4. 28expert · hard

   A sales manager wants to see the total value of all open opportunities for each account. They want this information to appear on the account record without running a report. What should they use?

   • AA workflow rule that copies opportunity amounts to a custom field on Account.
   • BA roll-up summary field on Account that sums the Amount of related open opportunities.
   • CA formula field on Account that references opportunity amounts.
   • DA report and dashboard that displays the total.
   Reveal Solution Discussion Select an answer first
5. 29foundation · easy

   In opportunity management, what does the 'Probability' field typically represent?

   • AThe likelihood that the deal will close, often based on the stage
   • BThe number of days until the expected close date
   • CThe discount percentage applied to the product price
   • DThe total revenue expected from the deal
   Reveal Solution Discussion Select an answer first