Territory mgt is enabled. Users should be able to track account plans for each account they have access to
A. Create lookup relationship account -> account plan
B. Create master detail relationship account -> account plan
C. Review territory mananagement settings
D. Validation rule
Universal Containers plans to migrate data into Salesforce from a legacy system. Which step should be taken before performing the data migration? Choose 2 answers:
A. Perform data cleansing
B. Enable data validation rules
C. Develop data map
D. Normalize database
A strong pipeline requires sales and marketing alignment. Which of the following example describes a need for sales and marketing alignment?
A. Leads are qualified but not routed to the right people
B. Campaigns are launched without communicating the follow-up plan
C. Leads are tracked in separate systems, not accessible by all
D. As business matures, it becomes difficult to identify right prospects
What are the main challenges that marketing faces when trying to align with sales? (Select all that apply)
A. Inefficient handoff from marketing to sales
B. Lack of feedback from marketing to sales
C. Slowing down of lead velocity
D. Sales cannot keep up with leads from marketing
Which of the following descriptions best describe Data.com?
A. A tool for extending pricing proposals to customers
B. A content management tool for users who seek information
C. A library that allows access to documents
D. A collaboration tool
E. A data enrichment tool that maintains updated data
A strong pipeline requires faster response. Which of the following example describes a need for faster response?
A. Leads are qualified but not routed to the right people
B. Campaigns are launched without communicating the follow-up plan
C. Leads are tracked in separate systems, not accessible by all
D. As business matures, it becomes difficult to identify right prospects
Sales should evaluate lead quality and provide feedback to marketing.
A. True
B. False
Arrange the steps to create a record in the correct order (using Salesforce Classic).
A. Select Save from the menu
B. Open the records in the list view or highlight the object tab
C. Open the menu and select New
D. Enter the record details in the specified fields
Sales methodology means an industry-recognized standard sales process.
A. True
B. False
A strong pipeline requires trusted data. Which of the following example describes a need for trusted data?
A. Leads are qualified but not routed to the right people
B. Campaigns are launched without communicating the follow-up plan
C. Leads are tracked in separate systems, not accessible by all
D. As business matures, it becomes difficult to identify right prospects
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