LEAD/OPP: Sell as a Team and Split the Credit Flashcards Preview

SALESFORCE ADM CERT > LEAD/OPP: Sell as a Team and Split the Credit > Flashcards

Flashcards in LEAD/OPP: Sell as a Team and Split the Credit Deck (17)
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1
Q

Opportunity teams you can relate particular people at your company to:

A

accounts or opportunities

2
Q

Opportunity team is a __________ group.

A

temporary

3
Q

Opportunity team is made of people who can help you ________ a deal.

A

close

4
Q

Opportunity team members have special visibility into an opportunity, such as related

A

Chatter posts.

5
Q

If you often work with the same coworkers on your opportunities, create a _______ opportunity team and automatically add that team to all new opportunities.

A

default

6
Q

Opportunity splits need to be enabled by the SF Admin to give opportunity team members

A

incentive to complete a deal by letting the opportunity owner share credit.

7
Q

Only the opportunity owner or above the owner in the role _________ you can add and adjust splits on an opportunity

A

hierarchy,

8
Q

To set up or edit a default opportunity team:

A

Users needs to be Opportunity owner or above the owner in the role hierarchy

9
Q

To add the opportunity owner’s default opportunity team to an opportunity:

A

Users needs to be Opportunity owner or above the owner in the role hierarchy

10
Q

How do you add Default Opportunity Team?

A

In your personal settings, go to Advanced User Details and find Default Opportunity Team. Click Add.

11
Q

How to Enable Opportunity Splits

A

User needs permission :
Modify All Data
Next:
Quick Find box to find Opportunity Splits Settings.

12
Q

What are the two kind of splits?

A

Revenue splits

Overlay

13
Q

Revenue splits are for crediting team members who are____________ ______________ for the revenue on an opportunity.

A

directly responsible

14
Q

Revenue splits always total ___% of the opportunity amount.

A

100

15
Q

As the opportunity owner, you get ____% of the revenue by default yet it can be adjusted.

A

100

16
Q

An overlay split gives you a way to credit ______________team members

A

supporting

17
Q

Overlay split can total any percentage of the ___________ amount, including a percentage over ______%, and it doesn’t count toward the revenue split on the same opportunity.

A

opportunity

100