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Mastering Sales Tools Quiz

Test your knowledge of sales tools and methodologies with our engaging quiz! This quiz is designed for sales professionals looking to enhance their expertise in various sales applications and concepts.

Challenge yourself with questions covering:

Workspace search configurations
Forecast criteria
Internal and partner territories
Sales methodologies and best practices

10 Questions2 MinutesCreated by EngagingSales99

What must you do to enable using Workspace search to search for a custom field on the opportunity object?

In the Quick Setup area of the Configure Workspace Search task,deselect and then re-select the Opportunity object and click Publish.

In the Advanced Setup Area of the Configure Workspace Search task,select the Enable check box to enable the field,then click publish.

In Application Composer,generate Import/Export artifacts to make the field available.Then in the Advanced Setup area of the configure Workspace Search task,select the Enable check box to enable the field,and click Publish.

Nothing.Custom fields are automatically included when you use Quick Setup for Workspace search.

Workspace search cannot be used to search for custom fields.

You are registering an external RESTful web service. Which three methods can you use to specify the response format of the service?

Provide empty brackets{} to accept any response.

Specify the WSDL URL for the service, then click Get Schema.

Use the Call Using OAUTH option to automatically retrieve the schema.

Provide a code sample for what the response should look like.

Provide a schema URL for what the response should look like.

Which revenue items do forecasts include?

All items for which the opportunity is set to close within the forecast period.

All open revenue items.

All items for which the forecast criteria have been met or overridden.

All open revenue and non-revenue items

You have created recurring revenue schedules for your opportunity products to manage your subscription sales. Which four statements are correct with respect to recurring opportunities?

Add one-time setup or installation fees.

Import or update recurring transactions using import or Web services.

You can't adjust quantity or amounts for transactions in the schedule, or modify the schedule.

Create recurring schedules to occur at the frequency of your choice(such as weekly,monthly,quarterly or annually) for product amounts and quantities

Enable additional sets of standard fields or configure pre-defined extension fields for recurring transactions.

Your customer wants you to change display name of standard field. Which tool do you use to change the display name?

Your customer wants to present best practice sales methodology to salespeople to improve the sales effectiveness. Which three are valid elements that you can define for your Sales coach implementation?

Define different sales territories for each sales stage.

Define task templates to set tasks for salespeople to perform in a specific sales stage

Define the recommended action items that a sales person should take while working on an opportunity in a specific sales stage.

Set up assessments to enable salespeople evaluate the health of an opportunity in a specific sales stage.

Set up an automatic approval process in a specific sales stage.

A channel manager needs to make changes in some existing budgets. Which two operations can they perform?

Activate or inactivate the budgets they have permission to see.

Track the funds available in the budget.

Redistribute the portion of budget assigned to each partner.

Activate or inactivate any budget previously created

Create and submit a new budget request

What should you do when trying to evaluate if there are any conflicts in a territory structure that does not use the Address dimension?

You must first export the structure by clicking Actions,and then selecting Export to Excel.

Highlight the top-level territory,click Actions,and then select View Overlaps

You would be required to first run the Stage and Promote process

Click the conflict resolution button from the Enable Dimensions and Metrics page.

Which three statements are true with respect to an internal territory and partner territory?

Internal territories can only have internal resources assigned,while partner territories are controlled by partner organizations.

You cannot assign specific partner territories to an account that contains only partner resources

Salesperson territory is the area of responsibility of a sales representative over a set of accounts,leads and opportunities

A partner territory is the jurisdiction of the reselling partner and contains partner resources

Your company wants to assign new leads to the correct territory. If there in no sales channel identified on an incoming lead, then the application should determine if the lead should go to a partner or remain internal. Which option is correct?

Work Object = Lead,Candidate Object = Territory,Territory-based assignment.

Work Object = Lead,Candidate Object = Partner,Territory-based assignment.

Work Object = Account,Candidate Object = Partner,Territory-based assignment.

Work Object = Lead,Candidate Object = Territory,Channel-based assignment.

Mastering Sales Tools Quiz

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