Opportunity Management

Question 1

Which Sales Cloud feature allows sales reps to view a visual summary of their collective opportunities by sales stage?

Answer 1

Opportunity Kanban

Question 2

How many cards can a Kanban view display? How many fields per card?

Answer 2

200 / 4

Question 3

What is the Opportunity Workspace?

Answer 3

Displays all the information together for a single opportunity.

Question 4

If cumulative forecast rollups are enabled, with which forecast categories are amounts from opportunities shown in the open pipeline column?

Answer 4

Commit + Best Case + Pipeline +Most Likely (if enabled)

Question 5

When using Collaborative Forecasts, what is the default setting?

Answer 5

Single forecast category

Question 6

When using Collaborative Forecasts, what 2 types of forecasts can be enabled?

Answer 6

Cumulative and single

Question 7

When using Kanban view, what currency is shown in a multi currency org?

Answer 7

The user’s personal currency

Question 8

When using Kanban view, which opportunities are hidden?

Answer 8

Closed Lost

Question 9

When using Kanban view, what 2 actions cannot be taken?

Answer 9

Mass delete and lead conversion

Question 10

When using Kanban view, what access must users have in order to drag cards?

Answer 10

Edit

Question 11

What standard field on an Opportunity indicates if an Opportunity contains Opportunity Products?

Answer 11

HasOpportunityLineItem = TRUE or FALSE

Question 12

When using cumulative forecasts, what opportunity categories are included in the Closed Only forecast?

Answer 12

Closed Only

Question 13

When using cumulative forecasts, what opportunity categories are included in the Commit forecast?

Answer 13

Closed + Commit

Question 14

When using cumulative forecasts, what opportunity categories are included in the Best Case forecast?

Answer 14

Closed + Commit+ Best Case + (Most likely if enabled)

Question 15

When using cumulative forecasts, what opportunity categories are included in the Open Pipeline forecast?

Answer 15

Commit + Best Case + Pipeline

Question 16

When using collaborative forecasting, when can close date be selected as the forecast measurement.

Answer 16

Only when grouping by product family.

Question 17

When using collaborative forecasting, when can schedule date be selected as the forecast measurement.

Answer 17

Only when forecasting based on Line Item Schedule.