Term
What is a sales strategy? |
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Definition
This is how an organization takes itsproducts and services to market |
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Motorola - through Verizon |
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What is a sales methodology? |
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A standard set of stages, activities and processes that an organization follows to bring and opportunity to closure |
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Pipeline: Everything that is not qualified Funnel: Once a lead becomes qualified and is converted to an opportunity |
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Forecast Category vs. Opportunity Stage |
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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. |
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What makes a strong pipeline? |
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Trusted data, faster response, marketing & sales alignment, greater visibility. |
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Budget, Authority, Need, Timeline |
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What are the features of the "Trusted data" component for building a strong pipeline? |
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data validation rules, find duplicates, lead conversion, web to lead, lead import wizard, force.com data loader |
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What are the features of the "faster response" component for building a strong pipeline? |
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Definition
formula fields, lead workflow rules, lead queues, lead assignment rules |
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What are the features of the "marketing and sales alignment" component for building a strong pipeline? |
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Definition
opportunity naming conventions, lead conversions |
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What are the features of the "Greater visibility" component for building a strong pipeline? |
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Reports, dashboards, listviews |
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Web-to-lead, data loader and lead import wizard can invoke active lead assignment rules. T or F |
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Definition
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All of the things you can and cannot do and how opportunities are assigned |
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Closed Commit Best Case Pipeline Omitted |
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Usability can be described by: -User experience of an interface -Research methods to assess user experience Efficiency, Effectiveness, Satisfaction |
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Getting users to willingly use your application due to a perceived value to their lives. |
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Data trusted by users so thhey will not question its: -Authenticity -Reliance -Completeness |
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The following objects can be imported using Import Wizard |
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Definition
Leads, Business/Person Accounts, Solutions |
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You can reference cross object formulas in Roll-up Summary fields. True or False? |
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You cannot reference merge fields for objects related to activities. True or False? |
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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 |
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It is not possible to restrict the creation of Opportunity on Lead Conversion. A. True B. False |
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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 |
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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 |
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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 |
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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 |
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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 |
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What is the maximum number of entries allowed per Case Escalation Rule: A. 500 B. 1000 C. 3000 D. 5000 E. 10000 |
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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 |
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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 |
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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 |
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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 |
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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. |
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Definition
C. Assets are only visible to portal users if you include the Assets lookup field on case page layouts. |
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Custom objects can't have assignment rules A. True B. False |
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Definition
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Which of the following objects can be imported with Import Wizard? A. Assets B. Cases C. Solutions D. Documents E. All of the above |
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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 |
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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 |
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Definition
D. Read, Edit, Create, Delete |
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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 |
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A campaign hierarchy can contain a maximum of _____ levels. A. 2 B. 3 C. 5 D. 10 E. 20 |
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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 |
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Definition
A. Developer C. Enterprise D. Unlimited |
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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 |
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Definition
B. Open and closed cases C. Related solutions D. Completed activities F. Comments |
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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 |
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Definition
A. Portal username C. Locale/Language |
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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 |
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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 |
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Definition
D. Search, Solution Search, Recent Items, Welcome Screen, Custom HTML Area |
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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 |
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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 |
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Definition
A. A landing page B. An existing page on your corporate intranet D. A custom built page for your campaign |
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Custom fields marked as Unique do not count against an object's limit of three External ID fields? A. True B. False |
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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 |
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Definition
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The Status picklist field on solutions is not available to portal users. |
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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 |
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Definition
A. Open and Closed Cases B. Related Solutions C. Completed Activities |
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Term
To export the data in Excel but still keep the report formatting , click Export Details. True or False? |
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Definition
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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 |
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Definition
A. Full CRUD permissions on all custom objects C. Named Visual Force Pages D. Restricted IP ranges |
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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 |
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Definition
A. You can create Support Programs and Entitlements for each individual account |
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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 |
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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) |
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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 |
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