Certified Associate Sales Practice Questions

A sales rep notices that their opportunities are not being effectively tracked. What should they do?

• AA. Use the Salesforce mobile app
• BB. Customize the opportunity layout
• CC. Review the sales process
• DD. Send reminders to clients

During peak sales periods, a company needs to efficiently assign leads to sales representatives. What feature should they use?

• AA. Lead assignment rules
• BB. Email alerts
• CC. Workflow rules
• DD. Approval processes

The sales team wants to improve their follow-up process with leads. What is the best solution?

• AA. Send mass emails
• BB. Schedule follow-up tasks
• CC. Use lead scoring
• DD. Create a new marketing campaign

A company is expanding its sales efforts internationally. What Salesforce feature would assist with multiple currencies?

• AA. Forecasting
• BB. Currency Management
• CC. Data Loader
• DD. Chatter

A sales team receives extensive feedback on their dashboard reports. What should they do to enhance clarity?

• AA. Adjust field visibility
• BB. Limit dashboard access
• CC. Increase the number of reports
• DD. Use more charts

A team just launched a new product. What should they do to track its sales performance effectively?

• AA. Create a custom report
• BB. Set up a new campaign
• CC. Add it to the price book
• DD. Use Opportunities