CSA Sales Cloud & CRM Features 3

Question 1

What is the purpose of 'Opportunity Contact Roles' in Salesforce?

Accepted Answer

To define the role each Contact plays in the buying decision for an opportunity

Answer

To assign internal Salesforce users to an opportunity for collaboration

Answer

To track which products a contact has purchased in the past

Answer

To set field-level security for contacts linked to opportunities

Question 2

Which Salesforce tool allows a sales representative to track all interactions, tasks, and events associated with a specific opportunity in one place?

Accepted Answer

The Activity Timeline on the Opportunity record

Answer

The Chatter feed on the Opportunity record

Answer

The Kanban view of the Opportunity pipeline

Answer

The Forecasting module under Sales Cloud settings

Question 3

In Salesforce, what is 'Collaborative Forecasting' used for?

Accepted Answer

To generate revenue projections based on opportunity pipeline data and allow managers to adjust forecasts

Answer

To allow multiple team members to simultaneously edit the same opportunity record

Answer

To automatically split commissions among sales team members on a deal

Answer

To send automated emails to customers based on projected close dates

Question 4

What is the function of 'Lead Scoring' in Salesforce Sales Cloud?

Accepted Answer

It assigns a numeric value to a lead based on demographic and behavioral data to prioritize follow-up

Answer

It automatically converts leads once they reach a defined threshold score

Answer

It ranks sales representatives based on the number of leads they have converted

Answer

It calculates the expected revenue from all open leads in the pipeline

Question 5

Which Salesforce feature allows a sales team to split credit for an Opportunity among multiple sales representatives?

Accepted Answer

Opportunity Splits

Answer

Opportunity Teams

Answer

Territory Management

Answer

Contact Roles

Question 6

What is the 'Lead Status' field typically used to indicate in Salesforce?

Accepted Answer

The current stage of the lead in the qualification process (e.g., New, Working, Qualified)

Answer

Whether the lead record has been viewed by a system administrator

Answer

The geographic region assigned to the lead for routing purposes

Answer

The number of times a lead has been contacted by the sales team

Question 7

Which Salesforce object is used to track and manage customer-reported issues or support requests?

Accepted Answer

Case

Answer

Lead

Answer

Opportunity

Answer

Contract