Platform Administrator practice questions: Sales and Marketing Applications

Two sales teams in your company must each see a different set of Opportunity Stage values. What is the right way to show each team its own stages?

1. Change field-level security on the Stage field of Opportunity.
2. Give each team its own page layout.
3. Add more values to the Opportunity Stage picklist.
4. Create two sales processes and map each one to the relevant profiles.

You added a Stage value to Opportunity, but users cannot pick it. What do you do?

1. Change field-level security on Stage.
2. Edit the page layout to include the new value.
3. Add the new Stage as a selected value in the relevant sales processes.
4. Check that field-level security shows Stage as visible.

Reps at Starlight Solar skip key data while moving deals through stages. Management wants required data captured per stage without blocking backward moves. Which three configurations help? (select 3)

Choose three.

1. Validation rules that require specific fields depending on the current stage.
2. Mark key fields required on the page layout.
3. Turn on CPQ Guided Selling for all profiles.
4. Set up Opportunity Path to highlight key fields and guidance for each stage.
5. Create an autolaunched flow that reverts the stage when fields are empty.

Titan Manufacturing reps cannot tell which deals will close. Management wants AI scoring and risk insights on opportunities. What should the admin set up?

1. Einstein Opportunity Scoring
2. Einstein Activity Capture
3. Einstein Lead Scoring
4. Einstein Search Personalization

Starlight Energy leadership wants emails to the executive board when a prospective contract exceeds $1,000,000 with probability over 80%. Which feature?

1. Guidance for Success
2. Similar Opportunities
3. Einstein Next Best Action
4. Big Deal Alerts

A sales manager wants reps to inspect this month's closing deals in a visual pipeline and drag cards between stages. What should the admin set up?

1. An opportunity list view filtered to this month, used in Kanban view.
2. A daily emailed pipeline report.
3. A dashboard with gauges.
4. Sales Console with a tab per deal.

Crestview created a custom picklist InvestmentTier on Lead and wants it to populate a corresponding Opportunity field at conversion. Which two things must be verified? (select 2)

Choose two.

1. An active record-triggered flow handles the transfer.
2. A custom picklist field exists on Opportunity.
3. The field is universally required on the Lead layout.
4. The Lead field is mapped to the Opportunity field in lead field mapping.

Titan Marketing runs a trade show campaign with three sub-campaigns and wants totals for responses and won revenue on the parent. How should it be structured?

1. A campaign hierarchy with sub-campaigns under the parent.
2. A roll-up summary on Opportunity referencing Campaign.
3. A custom master-detail junction between campaigns.
4. Custom metadata types for each sub-event.

Zenith Global reps work with the same Solutions Engineer and Legal Advisor, who should be added with Read/Write to each new Account the rep creates. Which feature?

1. Role hierarchy auto-sharing nodes
2. Custom account-user junction objects
3. Default account teams on user settings
4. Criteria-based sharing rules

Titan Systems has six teams, each a fixed trio: Account Executive, Systems Engineer and Legal Specialist. All three should be added with access to every new Account a member creates. Which feature?

1. Manual sharing on each account
2. Opportunity splits
3. Account teams with a default account team
4. Queues owning accounts

A rep converts a qualified Lead. Which two standard records can be created in the conversion? (select 2)

Choose two.

1. Campaign
2. Account
3. Contact
4. Case