Application of Product Knowledge 1

Question 1

What can leads be converted into once they have been qualified?

Answer 1

Accounts, Contacts and Opportunities

Question 2

What is created to track a customer’s request for products or services

Answer 2

Order

Question 3

Which date field is assigned automatically based on the fiscal year settings in Salesforce upon lead conversion?

Answer 3

Clsoe Date

Question 4

Which automation tool can be used to allow a sales manager to approve opportunities with discounts greater than 5%?

Answer 4

Approval Process

Question 5

What can be passed automatically when launching a flow from a quick action or Lightning page?

Answer 5

The record associated with the quick action or Lightning page

Question 6

What solution would be appropriate if an application needs to be designed according to specific requirements of a business?

Answer 6

Develop a custom application internally

Question 7

Which record access levels can be specified for team members of an account team?

Answer 7

Read/write or read only

Question 8

What is shared by account and opportunity teams?

Answer 8

Team roles

Question 9

Which action in Lightning Experience can be used by a member of an account team to view other team member’s access to the account and related records?

Answer 9

Team Member Access

Question 10

Which opportunity state indicates that a sales deal has been won?

Answer 10

Closed Won

Question 11

Which field on the lead record needs to be blank to ensure that a lead is converted to a person account?

Answer 11

Company Field

Question 12

What can be used to ensure that the discount on an opportunity record is not more than 20%?

Answer 12

Validation Rule

Question 13

Which automations can be used to build a process that updates related opportunity line items when an opportunity is updated?

Answer 13

Process builder and Flow

Question 14

Which application solution would be appropriate when a company does not have an internal development team?

Answer 14

App Exchange

Question 15

Where can one find Salesforce applications offered by Independent Software Vendors?

Answer 15

App Exchange

Question 16

Which feature allows a user to add a specific group of people that they repeatedly work with to opportunities?

Answer 16

Default opportunity team

Question 17

What should be used to ensure that a sales representative specifes a custom value while adding a member to their account team?

Answer 17

Custom field and validation rule

Question 18

What two objects have the same team roles?

Answer 18

Account and Opportunity teams share the same team role values.

Question 19

Do account team roles affect visibility or data access?

Answer 19

No - they only define the role a team member plays in an account or opportunity

Question 20

Once defined, how can team roles be modified?

Answer 20

Team roles can be renamed, replaced, deleted or deactivated.

Question 21

What must be done in order for leads to be converted in Salesforce mobile?

Answer 21

Select “Enable Conversions for Salesforce Mobile” in Lead Settings

Question 22

How can quotas be managed through setup?

Answer 22

Using the Forecasts Quotas page in setup

Question 23

When can the sales price of an Opportunity Product be edited?

Answer 23

Only if there is no related revenue schedule.

Question 24

What does the subtotal field on Opportunity Product show?

Answer 24

The total price before discounts

Question 25

Can Opportunity Products be sorted by list price?

Answer 25

No

Question 26

On the Opportunities Settings, what fields can be enabled to show recent changes?

Answer 26

Opportunity amount and close date

Question 27

How can Opportunity Products be defaulted to a quantity of 1

Answer 27

Enable "When users add a product to an opportunity, insert a quantity of 1" in Opportunity Settings in setup.

Question 28

How can users report on Opportunities for which they own or are a member of the Opportunity Team?

Answer 28

Set the report filter to "My team-selling and my opportunities"

Question 29

What are 3 characteristics of the territory hierarchy in Enterprise Territory Management?

Answer 29

1. Territories can be created, edited and deleted from the territory hierarchy. 2. Users can be assigned to multiple territories. 3. Accounts are visible to users in territories where the accounts are assigned, and to those above them in the territory hierarchy.

Question 30

How can an opportunity be shared with partners using the mobile app?

Answer 30

Add the partner users to the opportunity team from the Opportunity Team related list. The Sharing button is NOT available in mobile.

Question 31

What is the only way the lead conversion operation can be customized?

Answer 31

Apex code.

Question 32

In order to maintain opportunities in a specific currency what is required?

Answer 32

Price book entries must be created in the currency that will be used on an opportunity. Products can only be added to opportunities that use the same currency as the product.