05 Salesforce Admin Exam Prep: Sales and Marketing Applications

B, C

How can a sales user relate an opportunity to a campaign? (Select 2) A. Select the campaign record type when creating the opportunity B. Use the campaign influences related list on the opportunity C. Select the primary campaign source for the opportunity D. Use the campaign hierarchy related list on the opportunity

C

Universal Finance has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to High Wealth Sales team members only. Retirement accounts should be visible to all sales users. How can a system administrator meet this requirement? A. Set the organization-wide default sharing to public read-only and create a sharing rule to limit access to High Wealth accounts B. Create a new profile for Retirement Sales team members and remove read access to High Wealth account records. C. Set the organization-wide default sharing to private and create a sharing rule to share Retirement accounts with all Sales users D. Create a new record type for High Wealth accounts and share the record type with High Wealth Sales team members

D

A marketing manager needs to view summary metrics across a set of related campaigns. How can this be accomplished? A. Establish the campaign influence between related campaigns B. Build a lead source report to summarize the campaign metrics C. Create a cross object formula field calculate summary metrics D. Create a campaign hierarchy and include the related campaigns

B

A user responsible for managing and creating campaigns is unable to create a new campaign, even though the user's profile has the "Create" profile permission for Campaigns. How should the system administrator grant the correct access to the user? A. Grant the user delegated administration rights to campaigns B. Select the marketing user checkbox on the user record C. Assign the user to the standard marketing user profile D. Create a campaign sharing rule to grant access to the user.

B

If a lead is converted without a value in the company field, what happens? A. A Business Account is created B. A Person Account is created C. You will be prompted to decide whether to create a Person or a Business Account D. Nothing

A, C

Sales management at Universal Containers is requesting better visibility into specific types of sales deals. They need to be notified when opportunities worth a large amount are close to closing. They would also like to receive a list of opportunities that are still open past the close date. Which feature can a system administrator use to accomplish this? (Select 2) A. Big deal alerts B. Opportunity Escalation Rules C. Opportunity update reminders D. Opportunity field history tracking

B

Sales representatives at Universal Containers need assistance from product managers when selling certain products. Product managers do not have access to opportunities, but need to gain access when they are assisting with a specific deal. How can a system administrator accomplish this? (Select 1) A. Notify the product manager using opportunity update reminders B. Enable opportunity teams and allow users to add the product manager C. Use similar opportunities to show opportunities related to the product manager D. Enable account teams and allow users to add the product manager

C

Sales representatives at Universal Containers perform the initial steps in the lead qualification process and sales managers complete the final qualification steps. Universal Container's requirements are listed below: Sales managers can access all lead status values. Sales representatives cannot access the final two lead status values. How can a system administrator meet these requirements? A. Create a validation rule to prevent lead conversion B. Use field-level security to restrict access to the lead status values C. Create two separate lead process and record types D. Create two separate page layouts

B

The VP of Sales at Universal Containers requested that "Verbal Agreement" be added as a new opportunity stage. The Administrator added this new picklist value to the stage field, but found that the new value was not available to users. What should an Administrator do? A. Add the new value to the appropriate record type B. Add the new value to the appropriate sales process C. Ensure the limit of 10 stage values was not exceeded D. Ensure the new value was marked as active

B

The marketing team at Universal Containers use a web-to-lead form to capture leads from its website and a lead assignment rule to assign the leads to the appropriate sales representatives. How can a system administrator ensure that all leads are handled even when they do not meet the assignment criteria? A. Create a validation rule to route unassigned leads B. Specify a default lead owner C. Specify a default lead creator D. Create an escalation rule to route unassigned leads

B, D

Universal Technology sells software and consulting services. The software sales team uses a different set of sales stages than the consulting services team. How can a system administrator set up the process? (Select 2) A. Use a validation rule to prevent the software sales team from accessing the service team's sales process B. Create a record type for each sales process and assign it to the appropriate profiles C. Create a separate lead process for the software sales team and service team D. Create a unique list of opportunity stage picklist values for each sales process

C, D

What can a marketing user do using the Manage Members button on a campaign record? (Select 2) A. Associate existing opportunities with the campaign B. Create a custom report including all campaign members C. Associate existing contacts with the campaign D. Import new leads and associate them with the campaign

B, D

What record can be created when a lead is converted? (Select 2) A. Case B. Account C. Campaign D. Opportunity

A, D

What should be considered when configuring the lead conversion process? (Select 2) A. Custom lead fields can be mapped to account, contact, and opportunity fields B. Custom lead fields can be mapped to custom object fields C. Roll-up summary fields can be mapped to custom contact fields D. Standard lead fields are automatically converted to account, contact, and opportunity fields

B, C

When a lead is converted and an opportunity record is created, which other object is related to the new opportunity by default? (Select 2) A. Lead B. Contact C. Account D. Case

A, C

Which permission is required to convert a lead? (Select 2) A. "Create" and "Edit" access for leads, accounts, contacts and opportunities B. "Transfer" access for leads, accounts, contacts, and opportunities C. "Convert Leads" profile permission D. "Import Leads" profile permission

B, D

Which record type can be updated when converting a lead? (Select 2) A. An existing custom object record B. An existing opportunity record C. An existing contact record D. An existing account record

A, D

Which schedule type can be defined for a product? (Select 2) A. Revenue B. Forecast C. Production D. Quantity