Practice More Questions From: Using Products, Price Books, and Quotes in the Sales Process
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Which of the following is true about the product object in Salesforce?
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In Salesforce, what does the product object represent?
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True or False? In Salesforce, the price book object represents the specific products and services that a company sells.
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True or False? Products and price books have a “parent-to-child” relationship in Salesforce.
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In Salesforce, a hierarchical relationship in which one object holds the information for other objects is known as a(n)
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Which of the following Salesforce tools does an account executive typically use during the sales process? Select all that apply.
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True or False? Account executives typically use the products, price books, and quotes tools in Salesforce as they work towards closing sales.
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True or false? In Salesforce, products and price books are created separately and then linked as appropriate.
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True or False? When a new product is initially created in Salesforce, the price is not included on the product record page.
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True or False? When a product is created in Salesforce, a price book is automatically created to go with it.
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True or False? Multiple products can be related to and exist in multiple price books.
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True or False? A single product can only be associated with one price book in Salesforce.
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In Salesforce, how many price books can a product be associated with?
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True or False? Associating a price book with an opportunity controls which products can or cannot be sold to that opportunity.
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True or False? In Salesforce, an opportunity can only be associated with one price book.
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True or False? In Salesforce, an opportunity can be associated with multiple price books.
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True or False? An account executive has a new opportunity and has recently spoken with her contact. She has learned that the company is fairly large, with more than 100 employees, and they’re interested in purchasing three different products for their business. As the AE is ready to start associating products and price with this opportunity, her first step in Salesforce should be to select the appropriate price book to associate with this opportunity.
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An account executive has a new opportunity and has recently spoken with her contact. She has learned that the company is fairly large, with more than 100 employees, and they’re interested in purchasing three different products for their business. As the AE is ready to start associating products and price with this opportunity, what steps should be taken? Select all that apply.
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An account executive has a new opportunity and has recently spoken with her contact. She has learned that the company is fairly large, with more than 100 employees, and they’re interested in purchasing three different products for their business. As the AE is ready to start associating products and price with this opportunity, what should be her first step in Salesforce?
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True or False? Account executives often send their opportunities several quotes over time with different combinations of prices and products so that the customer can decide which combination and price best meets their needs.
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True or False? In Salesforce, quotes are an official bill for clients to pay.
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Which of the following statements are true about quotes in Salesforce? Select all that apply.
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An account executive knows that her manager needs to approve all initial quotes prior to sending them to the customer. In Salesforce, after the AE finishes the draft of a quote and selects “Mark Status as Complete,” which stage (shown in the quote’s status bar) will the quote be in next?
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True or False? In Salesforce, quotes move through stages, which are reflected in the quote’s status bar.
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In Salesforce, which of the following statements are true about quotes? Select all that apply.
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True or False? Once a quote has been approved by a manager, an account executive can simply click “Save and Email Quote” in order to save the quote as a PDF and send it as an email attachment to the prospect.
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An account executive has created a quote in Salesforce and after receiving his manager’s approval, he is ready to send the quote to his prospect. How can he do this?
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Which of the following statements are true about quotes in Salesforce? Select all that apply.
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