Are commissions calculated by the number of territory to which a representative belongs?
Is your sales organization set up as a matrix or a tree'?
Does account sharing depend more on account traits than on ownership?
Are there specific rules for account and opportunity access?
Are your lead assignments based on sales territories?
Enable Content in the Partner Community and enable Content email alerts for partner users.
Enable the Document tab in the Partner Community and enable email alerts for partner users.
Add the Content related list to the partner contact page layout and enable content delivery.
Add the Content related list to the partner account page layout and enable content delivery.
Add the related company to the first company's account team, with supplier as the role.
Add the related company to the first company's custom supplier lookup field as a value.
Add the related company to the first company's partner related list, with supplier as a value.
Add the related company to the first company's contact roles related list, with supplier as a value.
Create it on the Opportunity Product using an HTML email template.
Create it on the Opportunity using an HTML email template.
Create it on the Opportunity Product using a visual force email template.
Create it on the Opportunity using a visual force email template.
Create a custom field on the Lead and Account objects. Create a custom formula field on the contact object to pull the value from the Account object.
Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Contact object to pull the value from the contact object.
Create a custom field on Lead, Account and Contact objects and configure mapping of these two fields for conversion. Use a trigger to update the contact field with the Account value
Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull the value from the contract object
Opportunity, Opportunity product, Contract, Custom object Shipment Status.
Lead, Account, Opportunity Product, Custom object –Shipment Status.
Opportunity, Opportunity product, Custom object –Shipment Status.
Lead, Opportunity, Product, Custom object –Shipment Status.
Use workflow to send an email to the credit manager profile.
Use an Apex trigger to create a task for the credit manager user.
Use a validation rule to send an email to the credit manager role.
Use workflow to assign a task to the credit manager user.
Currency roll-up summary fields from opportunity products to an opportunity use the dated exchange rate
Advanced currency management dated exchange rates are automatically updated on a monthly basis
The converted amount of an opportunity uses dated exchange rates based on the close date of the opportunity.
Advanced currency management can be enabled or disabled in the organization under the company profile if needed.
Currency roll-up summary fields from opportunities to an account use the static conversion rate
Enable account and opportunity teams selling and have each sales representative configure their default teams
Create criteria-based sharing rules to share the accounts and opportunities with sales engineers
Create a trigger to add the sales engineers to their sales representative account and opportunity teams
Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers
Create a custom object tab
Create a publisher action
Create a related list button
Create a visualforce page
Add customers to Salesforce as Chatter Free users
Share chatter files with customers
Allow customers to follow opportunities in chatter
Invite customers into private chatter groups.
Create a custom object for conferences and a custom object to record attendee information
Utilize campaigns for conference and a custom object to record attendee information
Create a custom object for conference and a custom lookup field to conference on Contact
Utilize campaigns for conferences and add Campaign member to record attendee information
A. Define sales processes to map to each opportunity record type.
B. Configure opportunity record types for each sales process.
C. Create sales stages that align with opportunity record types.
D. Define the default opportunity teams for each opportunity record type.
Upload proposal as Chatter file on the opportunity record and share with customer using a link.
Save the proposal as an attachment on the opportunity record and share with customer using with the link.
Save the proposal as chatter file on opportunity record and add the customer as follower.co
Upload the proposal in the private chatter group accessible to the sales team and invite the customer to join.
Customize Quotas with product report and add necessary fields
Build a joined report with closed opportunities, forecasting items, and quotas
Build a custom report with closed forecasting quotas with forecasting items
Create an analytical snapshot to capture the opportunity forecast
A. Create a dashboard component and use chatter feed on the account on salesfroce1
B. Embed a chart on the account page, no other customization needed
C. Embed a chart on the account page and use a custom link to filter by account
D. Create a of visual force page with an embedded chart component for each account.
A. Utilize Visual force to build an opportunity page that dynamically checks the users region to determine which fields to display.
B. Create separate page layouts and record types for each of the regional sales teams.
C. Build a custom object with private sharing to capture the additional fields as a separate record.
D. Implement field-level security to allow access to fields for the respective regional sales teams.
B. Mobile classis
C. chatter for mobile
D. Custom mobile
A. Activities report on accounts the manager owns
B. Activities report on accounts, contacts, and opportunities the manager owns
C. Activities report on accounts and contacts the manager owns
D. Activates report on accounts and opportunities the manager owns
A. Create a Workflow rule to enable field access for the sales directors based on sales stage.
B. Modify the profile for sales directors to enable the “Modify All” object permission for the opportunities.
C. Create a validation rule to enforce field access based on the sales stage and profile.
D. Change the field level security for the sales rep to restrict field’s access based on the sales stage.
A. Use account team to share records to relevant people
B. Use Opportunity team to share records to relevant people
C. Use chatter to share records with relevant people
D. Use custom sharing on account to share specific record.
A. create a chatter group that allows partner to post item appropriate list view and report
B. create the appropriate list views and report folder, and share with all partner users
C. Create the opportunity list view and report folder in the partner communities for all partners
D. create a new tab in the partner communities to display the appropriate list view and report folder
A. Create a new product and add it to the price book with the product manager as the owner
B. Create a trigger to set the product manager as owner for opportunity on the new product.
C. Create a criteria based sharing rule to add the product management team to relevant opportunities.
D. create a trigger to add the product management team to the sales team of the relevant opportunities
A. Create one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.
B. Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.
C. Create two sales processes and a workflow rule triggered by opportunity amount to assign a sales process.
D. Create two sales processes, two opportunity record types, and a workflow rule triggered by sales stage.
A. Create a trigger on the opportunity.
B. Create a workflow on the opportunity.
C. Create an assignment rule on the account.
D. Create an assignment rule on the opportunity.
A. Review the current system with all levels of users to understand their requirements
B. Review the current system with and configure sales cloud to work in the same way
C. Review the current system with executive management to understand their requirement
D. Review the current system with IT management to understand their requirement
A. Notify using publisher action
B. Send an email using lead escalation rule
C. Send an email using time based workflow
D. Notify using chatter on Lead
A. Remove access to the content after a specified date.
B. Require the customer to enter a password to view the content.
C. Require the customer to enter a security token to download the content.
D. Require the recipient to log into Salesforce to access the content.
A. Create an email template change set or use the Force.com IDE
B. Manually recreate the email and mail merge templates in salesforce
C. Enable Email to salesforce before sending email templates to salesforce
D. Enable Email-to-case and use Import Wizard.
A. Create a validation rule that prevents the lead from being converted without specific fields completed and train the users to enter all data accurately.
B. Create a workflow rule to update the lead rating field based on the lead status field and use assignment rules to route leads to appropriate sales reps.
C. Create a calculated field that scores leads based on lead attributes and use assignment rules to route leads to appropriate sales reps.
D. Create lead assignment rules to assign leads to sales representatives based on the city and the state in which the lead resides.
A. Create leads, convert them to opportunities, and qualify the respondents on the opportunities
B. Create a campaign, qualify the respondents, and create accounts and contacts
C. Create both account and contact records, then associate the contacts to the campaign
D. Create a campaign, associate the leads to the campaign, and qualify the respondents.
A. Converted amount are based on the exchange rates entered in the opportunity
B. Converted amount are based on exchange rates that use the most current entry
C. Converted amount are based on the historical exchange rate associated with the close date
D. Converted amount are based on exchange rates that use the oldest entry
A. Establish a stakeholder committee and meeting schedule.
B. Create scheduled dashboard to be sent weekly to all stakeholders.
C. Acquire the client stakeholders’ key performance indicators.
D. Ensure the project key performance indicators are profitable
A. need to chat with customer in real time with chatter
B. Need to prioritize search results for contacts and opportunities
C. Need to add notes quickly or log activities for each record
D. need to see records and related items as tabs under one screen
A. Report on lead by source.
B. Industry performance dash board
C. Campaign dashboard by industry
D. Report on lead lifetime by industry
A. Configure the opportunity teams for opportunities so that only interested sales users are receiving notifications.
B. Configure Chatter and its related notification settings to provide relevant updates to interested sales managers.
C. Define a workflow rule and email task that is triggered when key fields are updated to new values.
D. Configure the individual Salesforce for Outlook email settings to control notification frequency.
A. User's defaults currency overrides the specified opportunity currency
B. the selected currency is used for the Amount (Converted) field
C. the selected currency is used for the Amount field
D. Currency must be specified for the opportunity
A. Ability to generate account sharing rule based on territory membership
B. Ability to expand private sharing model using account criteria
C. support to complex and frequently changing sales organization
D. Support for multiple forecast per user based on territory membership
E. Ability to include opportunity in more than one record.
A. The $15,000 is business that is too new and has been assigned to the Omitted forecast category
B. The $15,000 is business that had already been lost and, therefore, is excluded from the pipeline forecast summary
C. The $15,000 is business that is in the Best case category, which is excluded from the pipeline forecast summary
D. The $15,000 is business that is in the commit category, which is excluded from the pipeline forecast summary
A. Set Account to public read-only and contacts to private.
B. Set Account to private and contact to private.
C. Set Account to private and Contacts to controlled by parent.
D. Set Account to public read-only and Contacts to controlled by parent.
A. Account, case and lead
B. Account, contact and lead
C. Account, contact and contract
D. Account, lead and opportunity
A. Add the user to each child account team; visibility will then roll up to the parent account.
B. Add the user to a public group for that account and share all child accounts to this group.
C. Add the user to the account team on the parent account; the child accounts will inherit access.
D. Add the user manually to the parent account team and each of the child account teams.
A. Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.
B. Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.
C. Update the partner sales process to include stages for managing and submitting partner quotes.
D. Enable quotes and content in the partner portal to allow partners to store their PDF quotes.
Build three reports for the lead, activity, and opportunity information; add them to a dashboard to be emailed daily to the VP of Sales
Build a custom report type to display lead, activity, and opportunity information; have the VP of Sales follow the report on Chatter
Build a joined report to show the lead, Activity and Opportunity information, scheduled it to email daily to VP of sales.
Build three reports for the lead, activity, and opportunity information; have them automatically refreshed daily.
A. Use site.com campaign web-to lead opportunity, report, and dashboard
B. Use mass email, campaign, campaign influence, web-to-lead, opportunity and report
C. Use community campaign, web-to-lead, opportunity and report and dashboard
D. Use AppExchange marketing app, campaign, web-to-lead, opportunity and report
A. Remove person account record types from the Division B sales representative user profile.
B. Check the "disable person accounts" permission on the Division B sales representative user profile.
C. Use Divisions to hide person accounts from the Division B sales representative user profile.
D. Use field-level security to hide the "Is Person Account” Checkbox from the Division 8 sales representative user profile.
A. Use tools like the Lead Import wizard to identify and remove duplicates.
B. Import the lead data using the Find Duplicates wizard on the lead object.
C. Use Data.com to clean the existing lead data and new data going forward.
D. Create a workflow notification when leads are created with poor Quality data.
A. Create the workflow rule to launch the product fulfilment application and pass the credit Id.
B. Create a custom button that calls an apex trigger to launch the credit application and pas the credit id.
C. Create a formula field that uses a hyperlink function to launch the credit application and pass the credit Id
D. Create a custom Credit Id field as an external Id on the account object to lunch the credit application and pass the credit Id.
A. Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list
B. Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.
C. All contacts associated with campaigns will be added to the campaign influence related list.
D. All campaigns created within the last 60 days will be added to the campaign influence related list.
A. Change the quantity value on the order product to 4
B. Create a custom field on the order product object
C. Create a new sales product with quantity set to -1
D. Create a reduction order under the activated order
A. Enable Big Deal Alerts.
B. Enable Chatter feed on similar opportunities.
C. Allow Chatter feed tracking on opportunities.
D. Use opportunity update reminders.
A. Add the contacts to the partner related list on the second Account.
B. Clone the contact record and add to the 2nd account.
C. Associate the contact to other account using lookup field.
D. Add the contact to the contacts role related list to the other account.
A. Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat a accounts when it reaches closed/won stage.
B. Configure a workflow rule for repeat accounts that sends a reminder task to the sales representative to create a new opportunity when it reaches closed/won stage.
C. Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.
D. Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.
A. Develop data integration between salesforce and the sales methodology database.
B. Embed custom components within Salesforce to support the sales methodology.
C. Configure Salesforce Standard and custom objects to support the sales methodology.
D. Override Salesforce user interface with the sales methodology user interface.
E. Consider available sales methodology AppExchange applications.
A. Enable schedules on product object.
B. Use assets with a lookup to opportunity object.
C. Enable schedules on opportunity object.
D. Use contracts with a lookup to opportunity object.
A. Turn on the sync asset feature from the asset settings to create an asset record once an opportunity is closed/won.
B. Create a trigger on the asset object once an opportunity is closed/won, and add a button to the opportunity layout.
C. Request the sync order to asset feature from salesforce to create an asset record once an opportunity is closed/won.
D. Install an AppExchange app or create a trigger to automatically create an asset record once an opportunity is closed/won.
A. Use data enhancement tool to verify that account and contact data is up-to-date
B. Use a data cleaning tool and the stay-in-touch feature of salesforce to email contact
C. create a workflow rule for the account and contact owner to confirm contact data
D. create a vf rule to mass email contacts and capture any email bounce
A. Enable opportunity team selling and have each sales representative configure his or her default opportunity team.
B. Create a public group for each team and have the sales representatives manually share the opportunity with their respective group.
C. Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on ideas
D. Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity team.