Which of the following stage should be matched with the Forecast Category "Pipeline"?
A. Early pipeline stages
B. Mid pipeline
C. Late pipeline stages
D. Closed and Won
E. Closed and Lost
Who is most interested in the alignment of sales and marketing?
A. Sales Reps
B. Sales/Marketing Managers
C. Sales/Marketing VP
D. IT
With Customizable Forecasting you can forecast any of the following data. (Select all that apply)
A. Quantity
B. Units of Individual Products
C. Units of Product Family
D. Amount
Used Books R Us sells books at its local store, online via its website, online via Amazon, and through a larger, well-known book company called We Sell Books.
Which Sales strategy does this company user?
A. Direct sales
B. Sales channel
C. A hybrid of direct sales and sales channel
Match this tip with its design consideration. "Make it easy for users to find data"
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
What are some common security challenges? (Select all that apply)
A. Consultants have different beliefs about the optimal level of security for clients
B. Different industries require and follow different security models
C. Marketing and sales organizations differ on how they access contacts.
D. Salesforce users must have access to the right records and only see relevant data.
Which of the following describes the Stage field?
A. Identifies where a deal is in relation to actually being closed.
B. Determines the row in your Forecast where the amount will be aggregated.
C. The numeric prediction that the revenue from an opportunity will be realized
You want to sync a new quote with its opportunity, but an old quote is already syncing. What should you do first?
A. Open new quote detail page so you can start syncing process
B. Check the syncing checkbox for new quote in the quote related list on the opportunity
C. Uncheck the syncing checkbox for the old quote
D. Stop the syncing for the old quote
There are four steps to managing Products and Price Books. Can you put the steps in order?
A. Create Product
B. Create Custom Price Book
C. Defined Standard Price
D. Set List Price
Match the following loading option to the description of when to use it. "Manual Entry"
A. Brian wants to consolidate all his accounts from several systems.
B. Bill wants to load 20,000 lead records.
C. Becky wants to load all her 65,000 contact records.
D. Bob wants to load a single account record.
E. Berta wants to keep a separate system as her "system of record"
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