1.
You have activated several currencies so that users in different countries can view revenue data in reports in their local currency. However, you received a complaint from a sales manager that she sees incorrect revenue numbers in her team reports now that she has switched to a different currency. What is the likely problem?
2.
Your company needs to forecast total opportunity revenue, regardless of how much revenue duel products. Which forecast type should you choose when setting up your forecasts?
3.
Based on a request from your division's Sales Management team, you set Thursday as your Forecast Snapshot Day. What is the earliest day and time a Sales Representative can review her forecast?
4.
Identify two business use cases for Forecasts.
5.
You have a requirement from the Customer Service organization. They want to have two pick list fields on the Service Request record, one for problem area and one for problem cause. They would also like to restrict which fields are shown in the Cause drop-down list based on which value is selected for the Area field. How can you meet this requirement?
6.
Currently users can convert leads to accounts, contacts, and opportunities at your company. However, the management team has decided that they no longer want users to be able to convert leads to Accounts, though they should be able to associate the lead to an existing Account record when they convert. Which administration page would you use to make this change?
7.
You have been asked to grant a few users access to a new book of business you've set up. You have also been asked to ensure that each one of these users has the ability to access the list of other users associated to this same book.
8.
You work for a Service Call Center as a CRM on Demand system administrator. The Service Manager would like to start tracking how the certain attributes change throughout the life of the service request. She would also like to track the user name and modification dates associated to these. What CRN on Demand functionality should you use to meet this requirement?
9.
Your company categorizes its accounts as Premium, First Tier or Second Tier based on various criteria. You created an Account Category pick list field with those values and added it to the Account page layout for all users. The company allows account managers to assign the categories based on their own assessments of their accounts. However, an account should never be designated a Second Tier account if it has $1,000,000 or more in annual revenue. Some account managers have been incorrectly assigning the Second Tier category to accounts with annual revenues greater than $1,000,000 and you are looking at ways to prevent this. What is the best way to accomplish this using the functionality in CRM on Demand?
10.
A sales representative has reported a problem with her data access. She can see the Opportunity related information section on her Account Detail page, where she sees a list of Opportunity records. She should be able to drill into any of those Opportunity records, but the only ones she can open are the ones that she owns.
Her default Access Profile gives her Read-Only access to Opportunity related information for Accounts and her owner Access Profile gives her View access. What is the likely problem?