To create a PDF file of your quote, click "Create PDF" on the quote detail page.
A. True
B. False
Match this tip with its design consideration. "Show each job function relevant information"
A. Tab and field naming
B. Reduced clicks
C. Search
D. Record types and page layouts
E. Workflow rules and approvals
F. Minimized redundant data entry
Forecast Category "Best Case" can be summarized as:
A. Closed
B. Closed + Commit
C. Closed + Commit + Best Case
D. Commit + Best Case + Pipeline
The quotes syncing process synchronizes updates between:
A. Different sales reps working on the same quote.
B. Various products in an opportunity
C. A quote and the opportunity it was created from
D. Different quotes created from the same opportunity
Your forecast is available to your manager only after you have clicked the Submit button.
A. True
B. False
You can apply a discount to the entire quote; there is no need to apply discounts to individual line items in the quote.
A. True
B. False
Match this tip with its design consideration. "Use alerts sparingly"
A. Tab and field naming
B. Reduced clicks
C. Search
D. Record types and page layouts
E. Workflow rules and approvals
F. Minimized redundant data entry
Which of the following statements are true about an end user's forecast? (Select all that apply)
A. Is updated in the system every evening at 5 pm
B. This aggregate can be dollars of revenue
C. This aggregate can be units of products
D. This aggregate can be both dollars or revenue and units of products
E. Rolls up according to the forecast hierarchy
Place the following steps in the correct order to set up Salesforce for Outlook:
A. Users and profiles must be assigned to an Outlook configuration
B. Users must begin syncing records across platforms
C. Salesforce for Outlook must be downloaded to the machine
D. An Outlook configuration must be created.
AW Computing just added the "Total Converted Leads in Hierarchy" roll-up summary field to all campaign page layouts. However, the administrator cannot see the new field on a campaign record. What else needs to be configured to see this field?
A. Select the "Marketing User" checkbox
B. Select the "Create" permission for the Campaigns object
C. Set the org-wide defaults for the Campaign object to "Public Full Access"
D. Make the field visible using field-level security
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