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Sales Cloud Consultant Study Questions
Sales Cloud Consultant Study Questions
55
Other
Professional
09/11/2012

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Term
What is a sales strategy?
Definition
This is how an organization takes itsproducts and services to market
Term
Direct Sales Example
Definition
Retail
Term
Sales channel Example
Definition
Motorola - through Verizon
Term
Hybrid Example
Definition
Direct and sales channel
Term
What is a sales methodology?
Definition
A standard set of stages, activities and processes that an organization follows to bring and opportunity to closure
Term
Pipeline vs. Funnel
Definition
Pipeline: Everything that is not qualified Funnel: Once a lead becomes qualified and is converted to an opportunity
Term
Forecast Category vs. Opportunity Stage
Definition
Forecast Category: the "gut feeling" of what the rep thinks is going to happen. Opportunity Stage: the "facts". Where is actually is in the process.
Term
What makes a strong pipeline?
Definition
Trusted data, faster response, marketing & sales alignment, greater visibility.
Term
BANT qualification
Definition
Budget, Authority, Need, Timeline
Term
What are the features of the "Trusted data" component for building a strong pipeline?
Definition
data validation rules, find duplicates, lead conversion, web to lead, lead import wizard, force.com data loader
Term
What are the features of the "faster response" component for building a strong pipeline?
Definition
formula fields, lead workflow rules, lead queues, lead assignment rules
Term
What are the features of the "marketing and sales alignment" component for building a strong pipeline?
Definition
opportunity naming conventions, lead conversions
Term
What are the features of the "Greater visibility" component for building a strong pipeline?
Definition
Reports, dashboards, listviews
Term
Web-to-lead, data loader and lead import wizard can invoke active lead assignment rules. T or F
Definition
True
Term
Territory Management
Definition
All of the things you can and cannot do and how opportunities are assigned
Term
Forecast Categories
Definition
Closed Commit Best Case Pipeline Omitted
Term
What is usability?
Definition
Usability can be described by: -User experience of an interface -Research methods to assess user experience Efficiency, Effectiveness, Satisfaction
Term
What is adoption?
Definition
Getting users to willingly use your application due to a perceived value to their lives.
Term
What is clean data?
Definition
Data trusted by users so thhey will not question its: -Authenticity -Reliance -Completeness
Term
The following objects can be imported using Import Wizard
Definition
Leads, Business/Person Accounts, Solutions
Term
You can reference cross object formulas in Roll-up Summary fields. True or False?
Definition
False
Term
You cannot reference merge fields for objects related to activities. True or False?
Definition
True
Term
Customer portal users can’t view the tags section of a page, even if it’s included in a page layout. A. True B. False
Definition
True
Term
It is not possible to restrict the creation of Opportunity on Lead Conversion. A. True B. False
Definition
False
Term
Assets can represent the specific products your customers have purchased, including: A. Serial number B. Date of purchase C. Product versions D. Competitor's products E. All of the above
Definition
E. All of the Above
Term
What is the minimum timeframe for setting the Dated Exchange range? A. 1 hour B. 1 day C. 1 week D. 1 month E. No minimum time limit
Definition
B. 1 day
Term
When a portal user changes their profile information, his/her user record is updated but the contact record is not automatically updated with those changes. A. True B. False
Definition
A. True
Term
With SalesForce CRM and Google AdWords, you can: A. Analyze which keywords and advertisements are generating leads, sales opportunities, and new customers B. Publish results from SalesForce through to Google Docs C. Correlate clicks on Google advertisements with Salesforce CRM leads D. Track the results of Google AdWords campaigns from Salesforce CRM E. All of the above
Definition
A. Analyze which keywords and advertisements are generating leads, sales opportunities, and new customers C. Correlate clicks on Google advertisements with Salesforce CRM leads D. Track the results of Google AdWords campaigns from Salesforce CRM
Term
What is the maximum number of entries allowed per Case Escalation Rule: A. 500 B. 1000 C. 3000 D. 5000 E. 10000
Definition
C. 3000
Term
Customer portal users whose profile includes the “Is Single Sign-On Enabled” permission can change their usernames via the Customer Portal Welcome component. A. True B. False
Definition
False
Term
From any queue list view, users can take ownership of one or more cases if: A. They are members of that Queue B. They have a Contract Manager Profile C. If the OWD for sharing cases is Public Read/Write/Transfer D. They are higher in the Role Hierarchy than a Queue Member E. All of the above
Definition
C. If the OWD for sharing cases is Public Read/Write/Transfer D. They are higher in the Role Hierarchy than a Queue Member
Term
Web-to-Lead forms are only available in the following editions: A. Group B. Professional C. Enterprise D. Unlimited E. Developer F. All of the above
Definition
F. All of the above
Term
Which of the following are true about Assets? A. Portal users can edit assets. B. Portal users can only view assets associated with their accounts. C. Assets are only visible to portal users if you include the Assets lookup field on case page layouts. D. Portal users can't view and search attachments on assets.
Definition
C. Assets are only visible to portal users if you include the Assets lookup field on case page layouts.
Term
Custom objects can't have assignment rules A. True B. False
Definition
True
Term
Which of the following objects can be imported with Import Wizard? A. Assets B. Cases C. Solutions D. Documents E. All of the above
Definition
C. Solutions
Term
It is not recommended to add the following components to your customer portal home page layouts because they are for Salesforce CRM users: A. Tasks B. Calendar C. Product Search D. Items to Approve E. Messages & Alerts F. All of the above
Definition
F. All of the above
Term
By default, your users have these permissions on assets: A. Read B. Read, Edit C. Read, Edit, Create D. Read, Edit, Create, Delete E. None of the above
Definition
D. Read, Edit, Create, Delete
Term
How many Custom Objects can be imported at a time using the Import Wizards? A. 5 B. 500 C. 5000 D. 50000 E. None of the above
Definition
D. 50000
Term
A campaign hierarchy can contain a maximum of _____ levels. A. 2 B. 3 C. 5 D. 10 E. 20
Definition
C. 5
Term
Field level security is available in which editions of SalesForce.com only? A. Developer B. Professional C. Enterprise D. Unlimited E. All of the above
Definition
A. Developer C. Enterprise D. Unlimited
Term
The View Cases Page in the Self Service Portal lets users view their: A. Open cases only B. Open and closed cases C. Related solutions D. Completed activities E. Open activities F. Comments
Definition
B. Open and closed cases C. Related solutions D. Completed activities F. Comments
Term
Including the Customer Portal Welcome component on home page layouts means when they log in to your portal, they have the ability to change their: A. Portal username B. Permissions C. Locale/Language D. Contact record
Definition
A. Portal username C. Locale/Language
Term
If you import or add a large number of records or files, your organization’s storage usage will not be updated immediately. A. True B. False
Definition
A. True
Term
It is recommended that you add the following components when designing home page layouts for your customer portal: A. Chatter, Welcome Screen, Recent Items B. Search, Quick Create, Chatter, Recent Items, Welcome Screen C. Sidebar Search, Welcome Screen, Custom HTML Area D. Search, Solution Search, Recent Items, Welcome Screen, Custom HTML Area
Definition
D. Search, Solution Search, Recent Items, Welcome Screen, Custom HTML Area
Term
What is the maximum timeframe for setting the Dated Exchange range? A. 1 hour B. 1 day C. 1 week D. 1 month E. No maximum time limit
Definition
E. No maximum time limit
Term
When users click on your advertisement in Google, they can be directed to: A. A landing page B. An existing page on your corporate intranet C. A Google hosted advertising site D. A custom built page for your campaign E. All of the above
Definition
A. A landing page B. An existing page on your corporate intranet D. A custom built page for your campaign
Term
Custom fields marked as Unique do not count against an object's limit of three External ID fields? A. True B. False
Definition
B. False
Term
How many leads can be generated from Web to Lead forms in a Day? A. 500 B. 2500 C. 1000 D. 5000 E. No such limit exists
Definition
A. 500
Term
The Status picklist field on solutions is not available to portal users.
Definition
True
Term
The View Case Page in Self Service Portal lets you view the following: Choose (3) answers A. Open and Closed Cases B. Related Solutions C. Completed Activities D. Apex Code / Triggers E. Workflow Rules
Definition
A. Open and Closed Cases B. Related Solutions C. Completed Activities
Term
To export the data in Excel but still keep the report formatting , click Export Details. True or False?
Definition
False
Term
Which of the following are elements of the security model for Force.com Sites? (Select all that apply) A. Full CRUD permissions on all custom objects B. Read/Write permissions on all standard objects C. Named Visual Force Pages D. Restricted IP ranges E. None of the above
Definition
A. Full CRUD permissions on all custom objects C. Named Visual Force Pages D. Restricted IP ranges
Term
With the Entitlements 2.0 package you can create the following Support Programs: Choose one best answer: A. You can create Support Programs and Entitlements for each individual account B. You can create Support Programs and Entitlements for each individual Contact C. You can create Support Programs and Entitlements for each individual Opportunity D. None of the above
Definition
A. You can create Support Programs and Entitlements for each individual account
Term
Once an entitlement is applied to a case, Entitlements 2.0 lets you track three different SLAs: (Choose 3 answers) A. Entitled First Response B. Entitled First Workaround (which some companies use to track when they sent the customer the resolution to the problem) C. Entitled Resolve Time (which is fulfilled when the case is closed) D. Entitled Age over Time (which is fulfilled when the case is closed) E. None of the above
Definition
A. Entitled First Response B. Entitled First Workaround (which some companies use to track when they sent the customer the resolution to the problem) C. Entitled Resolve Time (which is fulfilled when the case is closed)
Term
With Web-to-Lead, you can gather information from your company’s Web site and automatically generate up to ____ new leads a day. A. 100 B. 250 C. 500 D. 1000 E. 10,000
Definition
C. 500
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