Sales Cloud Certification
(Salesforce.com)
(develop some questions around this subject)
Know currencies & how displayed in dash boards if multiple currencies - correct
answer-research
(This can be done better...workon a question here)
Universal Containers needs to delegate forecast authority to sales managers - correct
answer-a. Configure Salesforce to allow managers to update & override forecast weekly
5 steps to running your campaigns in Salesforce CRM - correct answer-1. Plan campaigns
2. Create campaigns
3. Execute campaigns
4. Track responses
5. Measure campaigns
8 steps to unlocking your pipeline with opportunities - correct answer-1. Define your sales
stages
2. Establish naming conventions
3. Make key fields mandatory
4. Run your forecast meetings with the pipeline report
5. Create "big deal" alerts
6. Use activities and email templates
7. Use the similar opportunities feature
8. Use Chatter to follow specific opportunities
A sales rep selects a new price book to add a product to an opportunity , however there are
no products available.
Why? - correct answer-There are no products and currencies associated with the
pricebook that are available for the account or the user
(based on currency).
About to roll out partner portal, but new partner users still being created (choose 2 answers:)
a. Partner users assigned profiles but not assigned roles
b. Partner roles will automatically inherit role of parent account owner
c. Partner roles automatically created
d. Partner roles included in the role hierarchy, but not visible - correct answer-research
An organisation has set the OWD for Accounts to private and Opty to public read/write. A
sales user is viewing an opty owned by another user and associated with an account they
are unable to access based on sharing rules. What is the result if they click the account link
from the opty? - correct answer-The user will receive the insufficient privileges message.
,An organisation wants to keep separate systems as
'system of record'. How would you ensure data integrity in this scenario? - correct
answer-Use integration to access data from various systems or
keep it 'correct' based on updates driven through
Salesforce.com
Are accounts, leads, opportunities and contacts all subject to the sharing enabled through
territory management? - correct answer-No. Territory management only affects accounts and
the
standard objects that have a master-detail relationship to
accounts. For example, opportunities are included in
territory management but leads are not.
Are roll up summary fields supported if you are using Advanced Currency Management? -
correct answer-Yes. Organizations with advanced currency management
support roll-up summary fields between two advanced
currency management objects. For example, roll-up
summary fields are supported from an opportunity line
object to its opportunity object, because both are
advanced currency management enabled. The fields must however must be from advanced
currency management objects.
Are there limits on the number of Chatter groups you can join? - correct answer-Yes. You
can join up to 100
groups.
As a manager, how will currencies be reported in your forecast? - correct answer-Your
team's forecast amounts are
converted and rolled up to the managers personal currency.
As administrator you want to ensure that only certain users can modify a specified field.
What is the best way to do this? - correct answer-Use field level security and make the field
read only (or hidden) for your selected user or group of users.
Bad Question, rephrase...
2 lines of business LOB, each with custom opportunity stages & record types - choose 2
answers
a. Users able to see all stages in list view filter drop downs
b. Users able to see all stages in report filter drop downs
c. - correct answer-a. Users able to see all stages in list view filter drop downs
b. Users able to see all stages in report filter drop downs
Campaign ROI calculation - correct answer-Total Value of Opportunities Won - Actual
Cost/Actual Cost
Can a mobile user still manage approvals if they are not logged into salesforce? - correct
answer-Yes. By enabling approvals by email a user can review
, Can anyone add a team member to an account team? - correct answer-No. You need to
either be the owner sharing the record or have read permission on the account.
Can Partner Portal users see all list views when logging into Salesforce? - correct
answer-Partner portal users can automatically see any list view
with visibility settings marked 'This view is accessible by all
users'. Create specific list views on all objects accessible
to portal users, and then assign portal users to only the list views you want them to view to
control access.
Can reports disseminate information by teams? - correct answer-Yes. You are able to create
reports that show data as 'My Account Team' or 'My Sales Team'.
Can you capture currency amount
information through web to lead or web to case? - correct answer-Yes. Add the Lead
Currency or Case Currency fields when
generating the HTML form. This will ensure the currency
amount is captured and not converted to the corporate
currency.
Can you delete a content file that is associated with a content delivery? - correct answer-No.
You must delete the content delivery first. Deleting the
content delivery will delete the content.
Can you email a dashboard to a non- Salesforce user, and will they be able to access it? -
correct answer-No. Only Salesforce users can access dashboards.
Company A is bought by a larger company and needs to provide information on a monthly
basis to the new parent company (B) to help predict sales. What data/report should company
A provide for review? - correct answer-Opportunity pipeline report grouped by month.
Competitor is beating us out of deals. Where to track competitor product info?
a. Product
b. Opportunity
c. Opportunity product
d. Asset - correct answer-a. Product
Contact Sharing
(Same thing here, revise in to multiple questions) - correct answer-Contact sharing is not
available if you have enabled person accounts. The organization-wide default for contacts is
set to Controlled by Parent and is not editable.
If your organization has customized your contact sharing settings and you want to enable
person accounts, change your organization-wide default for contacts to Controlled by Parent,
which removes all your contact sharing rules and manually shared contacts.
(Salesforce.com)
(develop some questions around this subject)
Know currencies & how displayed in dash boards if multiple currencies - correct
answer-research
(This can be done better...workon a question here)
Universal Containers needs to delegate forecast authority to sales managers - correct
answer-a. Configure Salesforce to allow managers to update & override forecast weekly
5 steps to running your campaigns in Salesforce CRM - correct answer-1. Plan campaigns
2. Create campaigns
3. Execute campaigns
4. Track responses
5. Measure campaigns
8 steps to unlocking your pipeline with opportunities - correct answer-1. Define your sales
stages
2. Establish naming conventions
3. Make key fields mandatory
4. Run your forecast meetings with the pipeline report
5. Create "big deal" alerts
6. Use activities and email templates
7. Use the similar opportunities feature
8. Use Chatter to follow specific opportunities
A sales rep selects a new price book to add a product to an opportunity , however there are
no products available.
Why? - correct answer-There are no products and currencies associated with the
pricebook that are available for the account or the user
(based on currency).
About to roll out partner portal, but new partner users still being created (choose 2 answers:)
a. Partner users assigned profiles but not assigned roles
b. Partner roles will automatically inherit role of parent account owner
c. Partner roles automatically created
d. Partner roles included in the role hierarchy, but not visible - correct answer-research
An organisation has set the OWD for Accounts to private and Opty to public read/write. A
sales user is viewing an opty owned by another user and associated with an account they
are unable to access based on sharing rules. What is the result if they click the account link
from the opty? - correct answer-The user will receive the insufficient privileges message.
,An organisation wants to keep separate systems as
'system of record'. How would you ensure data integrity in this scenario? - correct
answer-Use integration to access data from various systems or
keep it 'correct' based on updates driven through
Salesforce.com
Are accounts, leads, opportunities and contacts all subject to the sharing enabled through
territory management? - correct answer-No. Territory management only affects accounts and
the
standard objects that have a master-detail relationship to
accounts. For example, opportunities are included in
territory management but leads are not.
Are roll up summary fields supported if you are using Advanced Currency Management? -
correct answer-Yes. Organizations with advanced currency management
support roll-up summary fields between two advanced
currency management objects. For example, roll-up
summary fields are supported from an opportunity line
object to its opportunity object, because both are
advanced currency management enabled. The fields must however must be from advanced
currency management objects.
Are there limits on the number of Chatter groups you can join? - correct answer-Yes. You
can join up to 100
groups.
As a manager, how will currencies be reported in your forecast? - correct answer-Your
team's forecast amounts are
converted and rolled up to the managers personal currency.
As administrator you want to ensure that only certain users can modify a specified field.
What is the best way to do this? - correct answer-Use field level security and make the field
read only (or hidden) for your selected user or group of users.
Bad Question, rephrase...
2 lines of business LOB, each with custom opportunity stages & record types - choose 2
answers
a. Users able to see all stages in list view filter drop downs
b. Users able to see all stages in report filter drop downs
c. - correct answer-a. Users able to see all stages in list view filter drop downs
b. Users able to see all stages in report filter drop downs
Campaign ROI calculation - correct answer-Total Value of Opportunities Won - Actual
Cost/Actual Cost
Can a mobile user still manage approvals if they are not logged into salesforce? - correct
answer-Yes. By enabling approvals by email a user can review
, Can anyone add a team member to an account team? - correct answer-No. You need to
either be the owner sharing the record or have read permission on the account.
Can Partner Portal users see all list views when logging into Salesforce? - correct
answer-Partner portal users can automatically see any list view
with visibility settings marked 'This view is accessible by all
users'. Create specific list views on all objects accessible
to portal users, and then assign portal users to only the list views you want them to view to
control access.
Can reports disseminate information by teams? - correct answer-Yes. You are able to create
reports that show data as 'My Account Team' or 'My Sales Team'.
Can you capture currency amount
information through web to lead or web to case? - correct answer-Yes. Add the Lead
Currency or Case Currency fields when
generating the HTML form. This will ensure the currency
amount is captured and not converted to the corporate
currency.
Can you delete a content file that is associated with a content delivery? - correct answer-No.
You must delete the content delivery first. Deleting the
content delivery will delete the content.
Can you email a dashboard to a non- Salesforce user, and will they be able to access it? -
correct answer-No. Only Salesforce users can access dashboards.
Company A is bought by a larger company and needs to provide information on a monthly
basis to the new parent company (B) to help predict sales. What data/report should company
A provide for review? - correct answer-Opportunity pipeline report grouped by month.
Competitor is beating us out of deals. Where to track competitor product info?
a. Product
b. Opportunity
c. Opportunity product
d. Asset - correct answer-a. Product
Contact Sharing
(Same thing here, revise in to multiple questions) - correct answer-Contact sharing is not
available if you have enabled person accounts. The organization-wide default for contacts is
set to Controlled by Parent and is not editable.
If your organization has customized your contact sharing settings and you want to enable
person accounts, change your organization-wide default for contacts to Controlled by Parent,
which removes all your contact sharing rules and manually shared contacts.
