PRODUCTS ,QUOTES, PRICE BOOKS

Question 1

ALL PRODUCTS WITHIN PRICE BOOK HAVE _____________ PRICES

Answer 1

STANDARD

Question 2

A ___________ PRICEBOOK CAN BE CREATED FOR AREA WHO DONT HAVE STANDARD PRICES

Answer 2

CUSTOM

Question 3

PRICE BOOKS ARE CREATED TO ________ PRODUCTS

Answer 3

TRACK

Question 4

WHERE IS PRICE BOOK LOCATED

Answer 4

UNDER APP LAUNCHER BY SEARCHING PRICE BOOKS

Question 5

WHAT ARE THE DETAILS INCLUDED IN A PRICE BOOK

Answer 5

PRODUCT :
NAME
DESCRIPTION
ITEM# 
STATUS(ACTIVE/INACTIVE)

Question 6

WHAT MUST YOU DO PRIOR TO ADDING STANDARD PRICE ITEMS TO A PRICEBOOK?

Answer 6

CREATE A NEW PRICE BOOK AND THEN ADD THE PRODUCT

Question 7

THE PRODUCTS IN A PRICEBOOK ARE _________ AND ________________

Answer 7

LOADED

PREPOPULATED

Question 8

YOU CAN ADJUST THE STANDARD PRICE OF A PRODUCT BY

Answer 8

SELECT THE PRODUCT

ADJUSTING THE PRICE

Question 9

When you create products in Salesforce, you add a ___________price to each one. Then those products appear in the standard price book.

Answer 9

standard

Question 10

IT IS NECESSARY TO CREATE A STANDARD PRICE BOOK THAT’S SPECIFIC TO YOUR COMPANY’S

Answer 10

ORG

Question 11

HOW DO YOU ADD A PRODUCT TO SALESFORCE

Answer 11

APP LAUNCHER- PRODUCTS

Question 12

CREATE MULTIPLE PRICE BOOKS IF YOU HAVE

Answer 12

MULTIPLE PRICES FOR THE SAME PRODUCT (EX SELLING TO INTL VS DOMESTIC, OR DIFF REGIONS HAVE DIFF TAXES)

Question 13

WHEN YOU ARE READY TO ACTIVATE A PRICEBOOK YOU SHOULD MARK IT AS ……

Answer 13

ACTIVE

Question 14

HOW CAN YOU ADD A PRODUCT TO AN OPPORTUNITY

Answer 14

UNDER THE OPP RECORD RELATED TAB> ADD PRODUCT

Question 15

HOW CAN YOU SELECT A PRICEBOOK TO UNDER AN OPPORTUNITY

Answer 15

UNDER THE OPP RECORD RELATED TAB> ADD SELECT PRICEBOOK

Question 16

WHO CAN CREATE PRODUCTS IN SF?

Answer 16

an admin or sales operations manager,

Question 17

WHO CAN CLONE PRODUCTS IN SF?

Answer 17

an admin or sales operations manager,

Question 18

What must be enabled by an ADM in order for the ORG to be able to create quotes?

Answer 18

Quotes, under SET-UP> Quote settings >enable

Question 19

Quotes for an ORG can not be disabled once it is

Answer 19

Used under an object

for example a quote is created for an opportunity

Question 20

Quotes can only be created from the _______________ and not under the “Quote” tab

Answer 20

Opportunity it is related to

Question 21

After enabling the Quote under Setup you can then add it to

Answer 21

the Page layout you want the quote tab to appear on.

Question 22

Quotes already created will appear under the __________ tab.

Answer 22

Quote tab

Question 23

Where can you create a quote for an opportunity ?

Answer 23

Under the opportunity , under “quotes” in the bottom right corner

Question 24

Where can you add products to a quote once it has been created?

Answer 24

Under the “Quote “ tab, select the quote for the opportunity and add the products

Question 25

How do you avoid price discrepancies between items in quotes and products?

Answer 25

By synching the quotes

Question 26

Where can you start synching for a quote ?

Answer 26

Under the quote, by selecting the down-down arrow next to New Opp in the top right corner

Question 27

Where can you CREATE a pdf for a quote

Answer 27

Under the quote, by selecting the down-down arrow next to New Opp in the top right corner

Question 28

Where can you find the PDF you've created for a quote?

Answer 28

Listed under the opportunity of the related quote OR under the quote tab, of the specific quote

Question 29

Generating quotes is a productivity tool for what roles/position?

Answer 29

Sales rep

Question 30

An opportunity can be ___________with only one quote. (even if multiple are linked to an opp)

Answer 30

synced

Question 31

How to you create a quote template ?

Answer 31

Setup>Quote template> New>save | once it is saved, from the template list, select ACTIVATE

Question 32

Where are contracts tracked?

Answer 32

Thru the approval process

Question 33

How do you remove a field from a quote template

Answer 33

Go to Setup> Quote template> select the template>edit....find the field to remove, save, then go back and ACTIVATE

Question 34

Any unwanted fields for a quote template should be removed PRIOR to making it

Answer 34

ACTIVE

Question 35

After creating a PDF for a quote, you can save and ________ the quote.

Answer 35

email

Question 36

How do you set up contracts to appear on an opportunity object for a PROFILE?

Answer 36

Setup>Object manager>Opportunity >Fields/Relationship>Contracts>Set Fields level security , select the profile you would like to have access to contracts

Question 37

How do you add the Contract field to the page layout?

Answer 37

Setup>Object manager>Opportunity >Fields/Relationship>Contracts>Select the opp SALES layout> fields> select contract and drop and drag

Question 38

What can be used to remind sales reps about contract renewals?

Answer 38

workflow alerts

Question 39

What should you check to confirm the PROFILE has visibility to the contract (or any field) field?

Answer 39

View field accessibility ( under the opportunity , contract field and relationships)

Question 40

Any fields label hidden for an user means?

Answer 40

Are unable to view the field.

Question 41

Contracts can be linked to an opportunity when

Answer 41

creating a new opportunity

Question 42

Where are contracts created at?

Answer 42

App Launcher by searching contracts

Question 43

What MUST be linked to a contract when it is created?

Answer 43

An account

Question 44

Contracts are __________ for a specific account

Answer 44

Customized

Question 45

Who can delete a quote

Answer 45

The quote owner, ADM or anyone in higher hierarchy

Question 46

When you delete a quote what happens? | If you restore a previously synced quote, it’s no longer synced with the opportunity.

Answer 46

All related PDFs, notes, and attachments are deleted.

Question 47

if the quote is synced with an opportunity, the record is removed from the ____________ Quotes related list.

Answer 47

opportunity’s

Question 48

A deleted quote is moved to the ________ Bin.

Answer 48

Recycle