Which of the following statements are true about the Opportunity field, "Stage"? (Select all that apply)
A. There are 10 default stage values, based on a commonly used sales methodology.
B. The list of default stage values cannot be edited or added.
C. There are other sales methodologies that can be downloaded from the App Exchange and used within Salesforce
Your company has decided they want to track payment and deliveries for their products and services. Place the steps in order:
A. Set up default schedules for any products that involve regular payments or delivery.
B. Do not set up default schedules for products that involve payments or deliveries that are unique to each opportunity.
C. Enable Scheduling for all products.
Who is most interested in seamless migration?
A. Sales Reps
B. Sales/Marketing Managers
C. Sales/Marketing VP
D. IT
How can end users sync their data from Outlook (using Salesforce for Outlook)? (Select all that apply)
A. Using the sync system try icon and clicking sync now
B. Allowing sync to run regularly in the background
C. Setting up sync schedule in Salesforce
D. Setting up sync schedule in Outlook
What should access to records be based on?
A. The org chart
B. User preference
C. The org-wide default
D. Roles and role hierarchy
You are setting up security for your client, UCI. UCI has a collaborative sales model and want to make sure all team members work together to meet the customer needs. They are likely to require an open sharing model that will allow them to cross- and up-sell opportunities.
A. True
B. False
Who is most interested in visibility, no surprises, and system ROI?
A. Sales Reps
B. Sales/Marketing Managers
C. Sales/Marketing VP
D. IT
AW Computing wants to run advertisement campaigns and then run reports to measure which advertisement type (online, magazine, or newspaper) generates the most revenue. Where would you create an "Advertisement Type" pick list to track this information?
A. Campaigns object
B. Contacts object
C. Campaign Members object
D. Leads object
How do you create a new quote for a customer?
A. Select an Account and click "New Quote"
B. Click the Quotes tab, then click "New Quote"
C. Select an Opportunity, then click "New Quote"
D. Select a Contact and click "New Quote"
Forecast Category "Closed" can be summarized as:
A. Closed
B. Closed + Commit
C. Closed + Commit + Best Case
D. Commit + Best Case + Pipeline
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