Sales Cloud Self Exam Pt. 2 Q 51-110

Create two sales processes and two page layouts, assign them to two different opportunity record types for each product line

Create two page layouts and two sales processes, assign them to the respective product lines to collect relevant information.

Create one page layout, two sales processes, and validation rules to capture relevant opportunity information

Create two page layouts, one opportunity record type, and one workflow rule to assign the correct page layout to the record type."

Map appropriate sales stage to opportunity stage; assign accurate forecast probability

Map sales probability values to forecast categories; assign sales stages accurate percentages

Map forecast probability to opportunity probability; assign appropriate sales stage

Map opportunity stages to forecast categories; assign accurate probability to each stage."

Create an analytic snapshot to run daily and store the results in a custom object.

Schedule a custom forecast report to run weekly and store the results in a custom report folder

Create an analytic snapshot run weekly and store the results in a custom object

Schedule a custom forecast report to run daily and store the results in a custom report folder.

Create different record types and sales processes for each line of business, and assign different sales processes to each page layout

Create different record types and sales processes for each line of business and assign different stages to each page layout.

Create different record types and sales processes for each line of business, and assign different page layouts to each record type.

Create different record types and sales processes for each line of business, and use workflow field updates to assign stages.

Pipeline + Closed/Won

Pipeline + Best Case

Pipeline

Pipeline + Commit

Define a workflow rule to update the custom field on the parent account with the total value of open opportunities from the child accounts.

Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts.

Use apex to update a custom field on the parent account with the total value of open opportunities from the child accounts.

Create a link on the account that opens a report showing the total value of open opportunities for all the accounts in the hierarchy."

Activities report on accounts the manager owns

Activities report on accounts, contacts, and opportunities the manager owns

Activities report on accounts and contacts the manager owns

Activates report on accounts and opportunities the manager owns

Converted amounts are based on the exchange rates entered in the opportunity

Converted amounts are based on exchange rates that use the most current entry

Converted amounts are based on the historical exchange rate associated with the close date

Converted amounts are based on exchange rates that use the oldest entry"

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.

Create an analytic snapshot

Create a dynamic dashboard

Create a summary report with cross filters

Create a joined report

My collaborative opportunities

My team selling and my opportunities

My Team's Opportunities

My Team selling shared opportunities

Create a dashboard component and use chatter feed on the account on salesfroce

Embed a chart on the account page, no other customization needed

Embed a chart on the account page and use a custom link to filter by account

Create a visualforce page with an embedded chart component for each account.

Utilize Visual force to build an opportunity page that dynamically checks the users region to determine which fields to display.

Create separate page layouts and record types for each of the regional sales teams.

Build a custom object with private sharing to capture the additional fields as a separate record.

Implement field-level security to allow access to fields for the respective regional sales teams.

Create a Workflow rule to enable field access for the sales directors based on sales stage.

Modify the profile for sales directors to enable the "Modify All" object permission for the opportunities.

Create a validation rule to enforce field access based on the sales stage and profile.

Change the field level security for the sales rep to restrict field's access based on the sales stage."

Create a new product and add it to the price book with the product manager as the owner

Create a trigger to set the product manager as owner for an opportunity on the new product.

Create a criteria-based sharing rule to add the product management team to relevant opportunities.

Create a trigger to add the product management team to the sales team of the relevant opportunities

Create one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.

Create two sales processes, two opportunity record types, and a workflow rule triggered by the opportunity amount.

Create two sales processes and a workflow rule triggered by opportunity amount to assign a sales process.

Create two sales processes, two opportunity record types, and a workflow rule triggered by sales stage.

Create a trigger on the opportunity.

Create a workflow on the opportunity.

Create an assignment rule on the account.

Create an assignment rule on the opportunity.

Send an email using time based workflow

Notify using publisher action

Send an email using lead escalation rule

Notify using chatter on Lead

Add the user to each child account team; visibility will then roll up to the parent account.

Add the user to a public group for that account and share all child accounts to this group.

Add the user to the account team on the parent account; the child accounts will inherit access.

Add the user manually to the parent account team and each of the child account teams.

Add the user to each child account team; visibility will then roll up to the parent account.

Add the user to a public group for that account and share all child accounts to this group.

Add the user to the account team on the parent account; the child accounts will inherit access.

Add the user manually to the parent account team and each of the child account teams.

Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.

Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.

Update the partner sales process to include stages for managing and submitting partner quotes.

Enable quotes and content in the partner portal to allow partners to store their PDF quotes.

Use site.com campaign web-to lead opportunity, report, and dashboard

Use mass email, campaign, campaign influence, web-to-lead, opportunity and report

Use community campaign, web-to-lead, opportunity and report and dashboard

Use AppExchange marketing app, campaign, web-to-lead, opportunity and report

Create the workflow rule to launch the product fulfilment application and pass the credit Id.

Create a custom button that calls an apex trigger to launch the credit application and pas the credit id.

Create a formula field that uses a hyperlink function to launch the credit application and pass the credit Id

Create a custom Credit Id field as an external Id on the account object to lunch the credit application and pass the credit Id.

Change the quantity value on the order product to 4

Create a custom field on the order product object

Create a new sales product with quantity set to -1

Create a reduction order under the activated order

Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat an accounts when it reaches closed/won stage.

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.

Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.

Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches dosed/won stage.

Turn on the sync asset feature from the asset settings to create an asset record once an opportunity is closed/won.

Create a trigger on the asset object once an opportunity is closed/won, and add a button to the opportunity layout.

Request the sync order to asset feature from Salesforce to create an asset record once an opportunity is closed/won.

Install an AppExchange app or create a trigger to automatically create an asset record once an opportunity is closed/won.

Enable opportunity team selling and have each sales representative configure his or her default opportunity team.

Create a public group for each team and have the sales representatives manually share the opportunity with their respective group.

Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on ideas.

Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity team.

Configure a workflow approval task and email to RSM and RVP.

Configure an approval process for the RSM and workflow for the RVP.

Create two step approval processes for the RSM and RVP as approvers.

Create two approval processes one for RSM and one for RVP.

Use the standard external Id field and map this to the original record Id value

Use a custom field named external Id and map this to the current record Id Value

Use a custom external Id field and map this to the original record id value

Use the standard external Id field and map this to the current record Id Value

Create a global publisher action to view all customer purchasing activity

Enable the orders object in Salesforce to track customer purchases

Enable Salesforce console for sales to see customer purchasing activity

Create a custom object related to the account, contact and contact objects.

Upload the file to chatter files and disable the download delivery option.

Upload the file to documents and enable the externally available option.

Upload the file to content and disable the download delivery option.

Upload the file to chatter files and enable the password protection option."

Create a custom contact lookup field

Create a contact lookup field and an account lookup field

Create a master-detail account relationship

Create a master-detail contact relationship

Download and install a Salesforce universal connector for their smartphone and computers

Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers

Forward emails using their email-to-Salesforce email address from their smartphones and computers

Download and install the Salesforce for outlook connector on their smartphones and computers

Ensure that the generic user has not been assigned a role.

Contact Salesforce support to add an index to the account object.

Set the organization wide defaults for accounts to public read/write.

Ensure that the generic user has the Modify All Data permission.

Joe, all members of the public group, Joe's Team, and anyone above any group member in the role hierarchy will be able to access the three records.

Joe and anyone above him in the role hierarchy will be able to access the three records

Joe, all members of the public group, and Joe's Team will be able to access the three records

Joe will be the only person who will be able to access the Account, Contact, and opportunity records."

Create a custom object tab

Create a publisher action

Create a related list button

Create a visualforce page

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.

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 visualforce email template.

Create it on the Opportunity using a visualforce email template.

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.

Upload the proposal in the private chatter group accessible to the sales team and invite the customer to join.

create a chatter group that allows partner to post item appropriate list view and report

create the appropriate list views and report folder, and share with all partner users

Create the opportunity list view and report folder in the partner communities for all partners

Create a new tab in the partner communities to display the appropriate list view and report folder

Salesforce1

Mobile classic

chatter for mobile

Custom mobile