Forecast Categories: (Select all that apply)
A. Are there to help you categorize your opportunities, so you can gauge more accurately how much revenue you can bring in a given time period
B. Are the same thing as Sales Stages
C. Have a default value that is associated with the Stage field
How can end users work with Salesforce for Outlook? (Select all that apply)
A. Define Outlook configurations
B. Assign configurations too their users with their profile
C. Install Salesforce for Outlook
D. Select Outlook sync folders
What is the benefit of a Force.com sandbox?
A. It allows for development, testing, and training
B. It extends Salesforce functionality
C. It builds new application functionality
D. It allows to create or change buttons, and dynamically route approvals
Why are profiles important when managing security of records? (Select all that apply)
A. Profiles allow users Read permission only. To allow Create, Edit, or Delete permissions, an admin must change the default setting.
B. When custom applications are installed or created, you can manage access at the profile level.
C. Profiles define a user's permission to perform different functions within Salesforce.
D. Profiles manage data visibility based on where users are placed
Your company sells service contracts where the customer pays once a year for a monthly service package.
What type of schedule should you set up?
A. Default Quantity Schedule
B. Default Revenue Schedule
C. Default Revenue and Quantity Schedule
D. Don't create any default schedule
Match the following loading option to the description of when to use it. "Integration"
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"
Your organization sells a product that requires your customers to pay all at once but receive the product in increments.
What should be your first step in setting up Product schedules?
A. Enable creation of Quantity Schedules
B. Enable creation of Revenue Schedules
C. Set up default Quantity schedules for Products
D. Set up default Revenue schedules for Products
Standard fiscal years must start on January 1st.
A. True
B. False
Your commit summary says you can bring in $1,000 this period but you've just gotten a verbal approval on a deal for $500 from a CEO. What should you do?
A. Nothing. It's ok if the forecast is inaccurate
B. Override the opportunity and move the stage to commit, making the forecast more realistic
C. Override the forecast summary for your commit
Which of the following can be synced with Salesforce for Outlook? (Select all that apply)
A. Contacts
B. Tasks
C. Accounts
D. Events E. Emails
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