Free Sales FoundationsPractice Test

A sales representative wants to track potential revenue from deals that are not yet closed. Which standard Salesforce object should they use?

What is the relationship between Accounts and Contacts in Salesforce?

A sales manager wants to convert a qualified Lead into an Account, Contact, and Opportunity simultaneously. What Salesforce feature should they use?

Which standard Salesforce feature allows sales representatives to receive automatic notifications when a prospect opens an email or clicks a link?

A company wants to automatically assign new Leads to sales representatives based on geographic territory. What should an administrator configure?

What is the primary purpose of the Lead Status field in Salesforce?

A sales team needs to collaborate on a large opportunity involving multiple stakeholders. Which feature should they use to track the different people involved and their roles in the buying decision?

A sales representative wants to see a visual representation of how an Opportunity will progress through different stages over time. Which tool provides this functionality?

An organization wants to prevent users from creating Opportunities with close dates in the past. What should be implemented?

Which report format is best for displaying total Opportunity amounts grouped by Stage and Owner?

A sales manager notices duplicate Account records in the system. What is the recommended first step to address this issue?

A company uses a specific sales methodology with 7 stages. An administrator needs to configure Salesforce to reflect this process. What should be customized?

What happens to related Opportunities, Contacts, and Cases when an Account is deleted and the recycle bin is emptied?

A sales team wants to track their progress toward quarterly revenue goals and compare actual closed revenue against targets. Which feature would best support this requirement?

A sales representative is working on an Opportunity with multiple products. Which Salesforce feature should they use to track individual product line items?

An organization has a complex approval process where Opportunities over $100,000 require manager approval, and those over $500,000 require VP approval. What Salesforce feature should be configured?

A company wants to track which marketing campaigns influenced an Opportunity throughout the sales cycle. What should they enable?

A sales representative needs to quickly log multiple customer interactions including phone calls, emails, and meetings. Which Salesforce productivity tool is most efficient for this purpose?

An administrator needs to create a report showing all Opportunities that have not been updated in the last 30 days. Which approach should they use?

A sales team wants to prioritize their daily work by seeing which leads are most likely to convert based on engagement signals. Which Salesforce capability would best support this?