Using Product, Price Book, and Quotes in Sale Process Week 3
In Salesforce, how many price books can a product be associated with?
A single product can be associate with multiple price book
In Salesforce, an opportunity can be associated with multiple price books.
False
In Salesforce, quotes are an official bill for clients to pay.
False
In Salesforce, the price book object represents the specific products and services that a company sells.
False
Products and price books have a "parent-to-child" relationship in Salesforce.
False
When a product is created in Salesforce, a price book is automatically created to go with it.
False
An account executive has created a quote in Salesforce and after receiving his manager's approval, he is ready to send the quote to his prospect. How can he do this?
He will save the quote as a PDF, clicking "Save and email Quote", whih will allow him to send an email to the prospect from within salesforce, sending the quote as an attachment.
Which of the following is true about the product object in Salesforce?
It can be a subscription to some kind of service that the company offers It represent the specific products or service that a company sells It can be a specifiv version of an item that a company offers.
Which of the following is NOT typically a Salesforce tool used regularly by account executives?
Leads
Which of the following Salesforce tools does an account executive typically use during the sales process?
Price Books Products Quotes
Which of the following statements are true about quotes in Salesforce?
Quotes are a way to present an offer of a product or service to an opportunity Multiple quotes can be sent to an opportunity with different combinations of prices and product so that the customer can choose which option would best meet their needs though only one quote at a time can be synced to the opportunity Quotes includes proposed price forproducts or services.
An account executive has a new opportunity and has recently spoken with her contact. She has learned that the company is fairly large, with more than 100 employees, and they're interested in purchasing three different products for their business. As the AE is ready to start associating products and price with this opportunity, what steps should be taken?
Select the product that the business is interested in purchasing Add notes and relevant details to the opportunity product such as quantity On the opportunity record, select the appropriate price book to associate with this opportunity
In Salesforce, which of the following statements are true about quotes?
Tasks related to a quote can be created Quotes have a status bar that will change as the quote moves through the various stages in salesforce
An account executive has a new opportunity and has recently spoken with her contact. She has learned that the company is fairly large, with more than 100 employees, and they're interested in purchasing three different products for their business. As the AE is ready to start associating products and price with this opportunity, her first step in Salesforce should be to select the appropriate price book to associate with this opportunity.
True
Associating a price book with an opportunity controls which products can or cannot be sold to that opportunity.
True
In Salesforce, an opportunity can only be associated with one price book.
True
In Salesforce, products and price books are created separately and then linked as appropriate.
True
In Salesforce, quotes move through stages, which are reflected in the quote's status bar.
True
Once a quote has been approved by a manager, an account executive can simply click "Save and Email Quote" in order to save the quote as a PDF and send it as an email attachment to the prospect
true
