sales manager

Easy

100

 It is best practice to limit the workflows on Leads because Leads will not be converted if there is an applicable workflow action on it. True or False

What is True

200

 A prospective customer completed a Web-to-lead form on your corporate Web site. Upon follow up with a sales representative, the customer indicated he intends to buy your product. In the Salesforce CRM application, what is the process for moving a prospect to a customer? A. Prospect validation B. Account setup C. Lead conversion D. Contact management

What isC. Lead conversion

300

When converting a Lead with an associated Campaign, the Campaign will follow the process and be associated to the Account. True or False

What is False -

400

 Marketing is excited to launch a new product, and wants to track related transactions. They requested an email be automatically sent to notify them. As a system administrator, you: A. Create a Dashboard for the Marketing group to review Opportunities by Product on a regular basis B. Create a workflow to send an email each time for Opportunities with that product C. Train them to leverage the new Global Search function D. Add a flag on the Opportunity identifying it for review

What is B. Create a workflow to send an email each time for Opportunities with that product

500

 The marketing department would like to determine earlier in the lead hand-off process how effective their efforts are instead of looking only at the number of Closed/Won Opportunities tied to a campaign. Marketing owns the conversion of a lead. Which of the following is the best indicator of quality leads as deemed by the sales team? A. A report showing the upward trend of converted leads B. A dashboard depicting an increase in new contacts created C. A dashboard depicting an increase in new opportunities created D. A report showing an upward trend of non-rejected, converted leads

What is D. A report showing an upward trend of non-rejected, converted leads

Medium

100

 Which metrics should you consider when building Marketing dashboards for your client manager? (Select the best 2) A. Ask for her opportunity escalation SLA B. Ask how lead scoring is calculated C. Understand her sales pipeline goals D. Define quality vs. quantity of leads E. Standardize campaign hierarchy

What is B. Ask how lead scoring is calculated D. Define quality vs. quantity of leads

200

You have completed the configuration of Salesforce CRM for your client. You have Leads that are clean and ready to be migrated into Salesforce CRM. What three steps should you consider prior to loading this data set? A. Activating historical users B. Suspend workflow rules C. Deactivate queues D. Define Data Loader mapping

What is A. Activating historical users B. Suspend workflow rules D. Define Data Loader mapping

300

If your Org Wide Default for Accounts is set to Private, adding someone to an Account Team with access of read/write will override the Org Wide Default. True or False

What is TRUE

400

 As the System Administrator, you want to ensure that you are the only profile able to modify the Financial System ID field on the Account record. To best secure the field, you should: A. Use the page layout to make the field Read Only on the Page Layout B. Use field level security to make the field read only for all users except the System Administrator C. Create a validation rule to ensure that only the Profile of System Administrator can modify the field D. Create a Sharing rule so that only the System Administrator can view/edit the field

What is B. Use field level security to make the field read only for all users except the System Administrator

500

Users can always view all Accounts owned by or shared with users below them in the role hierarchy. Which setting creates an exception: A. Uncheck the Grant Access Using Hierarchies beside the Organization-wide default setting for Accounts B. Contacts that are not linked to an account are always public C. Managers in the role hierarchy with unchecked "Read" or "Edit" profile permissions D. Adding managers to account teams with Read only access

What is C. Managers in the role hierarchy with unchecked "Read" or "Edit" profile permissions

Random

100

ustomer has a requirement to keep the customer id synchronized real time in the existing back- office (SAP R/3) system updated in Salesforce CRM. Which options are viable considerations? (Choose three answers.) A. Import wizard B. Native connector to SAP R/3 C. Desktop connectors D. Middleware connectors E. Data validation rules F. Developer toolkits

What is B. Native connector to SAP R/3 D. Middleware connectors F. Developer toolkits

200

Universal Containers has two different groups that use the Account record. The sales group needs to populate 15 fields. The support group does not need to see those fields on the Account record but must be able to run reports on them. What solution below would satisfy this requirement? A. Separate page layout for the sales and support groups B. Hide the fields through Field Level Security from the support group C. Create a custom object to hold the 15 fields with a master-detail relationship D. Create a separate Record Type for the sales and support group

What is A. Separate page layout for the sales and support groups

300

Universal Containers would like to integrate Salesforce.com with their accounting system that has a 1-to-many relationship of addresses to Accounts. The IT department would like to integrate all addresses from the accounting system into salesforce.com. Current analysis of the addresses shows that on average, each account has 5 addresses. What is the recommended configuration: A. Talk with the current user to determine how many address they need B. Build a custom object with a master-detail relationship to Accounts to hold the addresses C. Create 5 Address fields on the Account D. Only use the two standard addresses on the account

What is B. Build a custom object with a master-detail relationship to Accounts to hold the addresses

400

Universal Containers is using Salesforce and has set up a private sharing model. Sam is a sales executive who reports to John, a sales manager. Sam has ownership of the ABC Company account record and has created an opportunity for ABC Company. There is a sharing rule that allows the finance team to see all accounts and opportunities. Which statement about data visibility is true? A. John and Sam can see all of the same data. B. John can see all of Sam's data, but Sam CANNOT see all of John's data. C. The finance team must be added to the sales team in order to see Sam's opportunity. D. John must be added to the sales team in order to see Sam's opportunity.

What is B. John can see all of Sam's data, but Sam CANNOT see all of John's data.

500

 Universal Containers is updating its sales process to allow multiple proposed-pricing scenarios for each customer. Each scenario should be converted into PDF format and emailed to the customer. Once the customer selects the preferred pricing option, the sales representative should be able to easily update Salesforce. Which feature should be configured to meet the business requirement? A. Opportunities B. Opportunities with product line items C. Leads D. Quotes

D. Quotes