Salesforce Sales Cloud Consultant Flash
Cards
a company would like to generate accurate forecasts in salesforce, what measurement
approach could be used - correct answer-a report that provides an overview of actual sales
against quota can be used to measure the accuracy of forecasts. the percentage of quota
obtained can also be calculated
a company would like to increase revenue generation by standardizing sales processes,
which measurement approach could be used - correct answer-opportunity pipeline report : to
monitor the number and value of opportunities at each stage of a standard sales process.
Opportunity stage duration report can be used to determine which opportunities aren't
moving forward
a contract can be activated to indicate that it's in effect once an opportunity is won. An
approval process may be used to track the contract and workflow alerts can be used to
remind users about contract renewals. (a contract can be made from an account or order) -
correct answer-
a custom application or app in salesforce is a collection of components such as tabs, objects
fields, reports, dashboards and pages that are created to meet specific business
requirements
creating a custom app includes architecting the data model, defining the user interface,
establishing business logic, setting up security, and validating and populating data
it is essential to clearly define requirements in the form of use cases in order to develop
custom applications - correct answer-
a data.com clean status of "not compared" means - correct answer-the record's current
version has not been compared with data.com
a data.com clean status of In Sync - correct answer-means that the record was identical
when it was last compared with the data.com record
a data.com status of different means - correct answer-that the record has different data from
the data.com record
a data.com status of reviewed means - correct answer-one or more values were kept from
the salesforce record when it was last compared
a default account team can be set up to create a group of coworkers that a user typically
works with on an account
,a default account team can be set up by accessing advanced user details in person settings
- correct answer-
a lead that is associated with a pending workflow action or active approval process cannot
be converted - correct answer-
a pricebook needs to be selected before adding products with quantity and list price - correct
answer-
a process built using a process builder consists of criteria and an action group containing
immediate or scheduled actions
multiple groups of criteria and action groups can be created to support different processes
i.e. opportunity management process - correct answer-
a quote represents the proposed prices of a company's products and services - correct
answer-
a sales process can be set up in salesforce by following these steps - correct answer--define
the opportunity stages that need to be used in a sales process
-create a sales process based on business requirements
-configure a page layout to be used for the sales process
-create a record type and associate it with the sales process as well as user profiles
-associate a page layout with the record type and apply it to user profiles based on
requirements
a sales process is mainly supported by marketing through campaigns and lead generation.
the primary purpose of campaigns is to generate leads that can be turned into customers;
they can also be used for brand building
campaigns can be categorized for easier analysis and reporting needs
campaign repsonses can be tracked by analyzing the channels used by customers and
prospects
contacts or leads can be added to a campaign as campaign members based on target lists -
correct answer-
a standard field can be made required using a validation rule while a custom field can be
made required during it's creation or by editing it. - correct answer-
a territory can be in active, planning or archived state
the planning state is the default state of a newly created territory model. users don't have
territory related access to accounts in models that are in planning state
the active state is the state of a territory model that has been activiated. an organization can
only have one active territory at a time. - correct answer-
,a territory model is created to preview a territory structure with account and user
assignments
a territory model consists of a graphical hierarchy which shows the model's territory structure
up to 4 different territory models can be created and modified at any time
the territory model that needs to be used can be activated to finalize its user and account
assignments - correct answer-
a visual workflow is an application built using the cloud flow designer that allows execution of
logic, interaction with the salesforce database, calling apex classes and collection of data
from users: i.e. it can be used for created guided selling when a company uses a complex
sales process. can make use of different screens fields and choices to ensure that sales
reps enter relevant data in a guided format. multiple record updates related t accounts,
contacts and opportunities can be performed from a single screen - correct answer-
A workflow rule consists of two main components: criteria and actions.
Criteria and actions can be considered two parts of an if/then statement in which criteria
must be true in order to execute the associated actions - correct answer-
access levels for contacts, contracts, opportunities and orders can be private, public read
only or public read/write - correct answer-
account contact relationship object - correct answer-the "Account Contact relationship"
object is utilized for creating relationships between contacts and multiple accounts
the account contact relationship object has several fields which define the relationship
between contact and account
the "roles" field displays the contact's participating role in the account
the direct field indicates whether the account associated with the contact is the primary
account
account hierarchy
the parent account field on the account record is used to build an account hiearachy in
salesforce
if divisions are enabled, accounts in different division can be related to one another
the "view hierarchy" link can be enabled in set up by navigating to account settings - correct
answer-
, account ownership and sharing settings - correct answer-an account owner's access to
related records such as activities, contacts and opportunities is determined through an
organization's permissions and sharing settings
a users base level of access to a related object in their profile determines whether they are
able to create, read, edit or delete the records of that object.
the org wide defaults of a related object determine the base level of access to records of that
object that are not owned by the user
access to related records can be provided through features such as roles and sharing rules,
but it cannot be more restrictive than org wide defaults
account team members can be added on the account team related list of an account record
team members; level of access to the account and related contacts, opportunities and cases
can be specified" level can be read/write or read only depending on the orgs default sharing
setting - correct answer-
account teams can be enabled by navigating to account teams in set up
the account team related list is added to account page layouts
team roles can be reviewed and edited by clicking 'team roles' in 'account teams'
the name of a team role can be replaced with a new value by clicking replace team roles -
correct answer-
Accounts can be updated with third party data using Data.com Prospector and Data.com
Clean - correct answer-
Accurate forecasting and planning which is influenced by: analysis of past sales
performance, competitive pressure and product pricing, forecasting methods, data analysis
related to prospects' activity, use of algorithms for forecasting, use of crm for entering sales
forecasts - correct answer-
Achieving sales targets is influenced by: good quality leads, upselling and cross selling,
increasing customer retention rates, sales rep training, knowledge and tools available to
sales reps, utilizing an effective sales process and methodology - correct answer-
activated orders can be reduced by clicking "reduce" order on the order detail page.
products can be added to indicate which order products need to be reduced (has to be
enabled in set up)
orders can be shared with others by sales reps: users, roles, groups or territories with read
permission by clicking sharing on the order detail page
products can be added to order records from the order products related list
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