Salesforce Quiz

Opportunities can only have 1 quote.

• True

• False

Which Salesforce quote is reflected in pipeline reporting?

• Primary

• Best Case

• First Created

• Largest Amount

What is the default quote expiration date?

• AE sets the default date

• 90 days from creation date

• 180 days from creation date

• 365 days from creation date

When should you allocate sites?

• As soon as you create your quote

• Once you finalize details with your customer

• Not until you talk to pricing

• Whenever you are ready

Which of the following tools are initiated from your opportunity tool belt?

• Quotes

• Trial Requests

• National Consultant Presentation Requests

• Friends & Family Accounts

What is NOT TRUE about an opportunity?

• It is a business deal related to an account

• It can have both a parent and child opportunity

• It can be created from lead conversion

• All products you add to an opportunity will transfer to the quote