Salesforce Quiz: How Does Sales Cloud Work?

Configure quotas with a product report and add necessary fields.

Create a joined report with closed Opportunities, forecasting items, and quotas.

Create a custom report type with forecasting quotas and items.

Configure an analytic snapshot to capture the Opportunity forecast and quotas.

Create a Validation rule on the Person Account object to validate the MalingPostalCode of the contact with the ShippingPostalCode of the account.

Create a Validation rule on the Contact object to validate the ShippingPostalCode of the contact with the MalingPostalCode of the account.

Create a Validation rule on the Contact object to validate the MalingPostalCode of the contact with the ShippingPostalCode of the account.

Create a Validation rule on the Account object to validate the MalingPostalCode of the contact with the ShippingPostalCode of the account.

Use Process Builder for capturing Account details, define Account assignment rules to reassign the Account to new owner based on status, and send an email regarding Account inheritance.

Use Process Builder for capturing Account details, design workflow rules to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

Use Flow Builder for capturing Account details, design an element to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

Use Process Builder for capturing Account details, design an nodes to reassign the Account to a new owner based on status, and send an email regarding Account inheritance.

Use Flow Builder for capturing Account details, define Account assignment rules to reassig the Account to a new owner based on status, and send an email regarding Account inheritance.

Person Accounts cannot be related to Accounts in a hierarchy.

Person Accounts can be disabled from Setup.

Account hierarchy allows person Accounts.

Person Accounts can only be child Accounts.

 Implement Salesforce Connect to create Leads in Salesforce from the Cloud Kics website.

Implement the SOAP web service API to send Leads from the Cloud Kicks website to Salesforce.

Implement Web-to-Lead to create Leads in Salesforce from the Cloud Kicks website.

Implement the REST web service API to send Leads from the Cloud Kicks website to Salesforce.

Add a Lookup field to Contacts to indicate Influential Contacts.

Add an Influencing Contact multi-select picklist field on the Account.

Implement the Account Contact Role feature.

Track time invested in a custom field for each contact.

They can share their forecast with any external user.

They can share their forecast with any Salesforce user.

They can see all of their territory forecast in a single-page summary view.

They can share their summary view with any Salesforce user.

Use Einstein Lead Scoring.

Create a lead Rollup Summary Field.

Use Lead Conversation Reporting.

Create a Joined report.

Communicate the information so that they have more staff available for changes.

Adjust the project plan and communicate that the deployment wil now be a week earlier.

Deploy all the changes that do not affect the Sales team and deploy the changes in the following sprint.

Adjust the project plan and delay the deployment of the sprint.

Enable schedules on the Product object.

Configure the use of contracts with a lookup to the Opportunity object.

Configure the use of assets with a lookup to the Opportunity object.

Enable schedules on the Opportunity object.

CRM Content

Chatter links

Documents

Attachments

Create Chatter topics.

Increase the Chatter follower limit.

Increase Chatter Feeds bookmark limit.

Create Chatter Streams.

Create a Chatter Feed page layout.

Salesforce gives preference to Lightning Sync settings.

Salesforce stops the sync and reports the errors.

Salesforce gives preference to Salesforce for Outlook settings.

Salesforce gives preference to Salesforce permission settings.

Set Account to Public Read/Write, and Opportunity to Private.

Set Account to Public Read Only, and Opportunity to Public Read Only.

Set Account t and Opportunity to Private.

Set Account to Public Read/Write, and Opportunity to Controlled by Parent.

Track logins in a spreadsheet.

Run a Report on Users never Logged In

Run a Mobile Login report.

Use the Lightining Usage app.

Cloud Kicks did not gain buy-in during the Analyze phase and the did not build buzz during the Build and Validate phase.

Cloud Kicks did not gain buy-in during the Design phase the solution was not designed.

A communication plan was not designed during the Plan phase and buzz was not generated during the Deploy phase.

A training plan was not made during the Validate phase and buzz was not during the Design and Validate phase.

Create Renewals and Sales Operation Account team member roles and have Sales allocate Account team members to the appropriate users.

Create a role-based sharing rule to share all Account with the Sales Operations and Renewals roles.

Add Renewals and Sales Operations team members to a sales user's default Opportunity team.

Create a criteria-based sharing rule to share Accounts with the Sales Operations and Renewals public groups.

Create Renewals and Sales Operation Account team member roles and have Sales allocate Account team members to the appropriate users.

Create a role-based sharing rule to share all Account with the Sales Operations and Renewals roles.

Add Renewals and Sales Operations team members to a sales user's default Opportunity team.

Create a criteria-based sharing rule to share Accounts with the Sales Operations and Renewals public groups.

Create a new custom object for purchased leads.

Import the list as new leads and update the lead source to "Purchased Lead".

Create a campaign for this list, import the list as leads, and add them to the campaign.

Import the list as new leads using the import wizard.

Use the default Enterprise Territory Management to provide access to assign any active territory to the Opportunity.

Enable sharing access to the account to assign any active territory to Opportunities.

Update the Profile with the "Manage Territory" permission.

Create Apex class code to assign territories to open Opportunities.

Navigate to the default Contact Hierarchy Lightning Componenet on the parent Account.

Create a report to display all related Contacts.

Navigate to the Account hierarchy page to view all related Contacts.

Enable the View All Child Contacts feature.

Navigate to the default Contact Hierarchy Lightning Componenet on the parent Account.

Create a report to display all related Contacts.

Navigate to the Account hierarchy page to view all related Contacts.

Enable the View All Child Contacts feature.

Turn on the Chatter feed settings that enables stage notifications to opportunity owners.

Create a report with newly created Opportunities and have sales management subscribe to the report.

Turn on the Chatter feed settings that enable users to automatically follow records that they create.

Use Process Builder with an Action Type of Follow Chatter when a record is created or edited.

Key Moments

Sentiment Analysis

Follow-up Reminders

Deal Prediction

Opportunity Representative Score

Enable one-click approval from report results that returns high-value Opportunities.

Enable approval in Chatter to allow managers to approve or reject approval requests.

Create a dashboard of pendins approvals and add it to the Chatter feed.

Create a process builder to automatically approve high-value Opportunities.

Enable approvals by email for the approval process for high-value Opportunities.

Refer back to the project plan to see if the goals were met.

Create a trend report to determine if there is an increase in deals closed.

Enable sales teams and run an opportunity report with teams to see how many Opportunities have team members on them.

Provide a report of user logins to show the increase in user adoption.

Person Accounts can be merged with other person Accounts.

Person Accounts can be merged automatically by enabling the option in Account Setup.

Person Accounts with a redudant relationship can be merged with duplicate matching rules.

Person Accounts can be merged with Contact records.

Undergo training

Upgrade to the latest Salesforce release.

Sign off on the Statement of work.

Complete a post-mortem.

Leverage a Lightining Component that collects the information and routes it.

Create a lead owner field on the product record to use for assignment.

Create a Visualforce page that includes both standard and custom fileds.

Configure lead assignment rules to route leads to the correct owner.

Create email templates for each Primary Product with correspending email response rules.

Generate a web-to-lead form that includes both standard and custom fields.

Classic feature that have been improved by Lightning Experience

Total number of records being imported compared to the Salesforce edition

Criteria to apply to records that should be archived before migration

Volume of customer, partner, and prospect data from existing system

Number of marketing campaign licenses required for the migration

Raise a case with Salesforce to enable Fast Loading of the related list of Invoices, as this will help to render Account details faster.

Enable "Load Indivdual Component Separately" at the Lightning record page of the Account object, as this will allow Account details to render while Invoice related list data will be visible after querying details from Invoices.

Enable indexing on all the fields visible on the related list of Invoices, as this will allow the related list to load faster.

Enable the "Separate Loading of Related Lists" setting from User Interface Settings, as this will allow the Account detail to render while the Invoice related list data will be visible after querying details from Invoices.

Create region-based sales groups, one leadership group, and one Dashboard folder with View access.

Create Dashboard folder for all regions' sales team and one Dashboard folder for the leadership team.

Create one Dashboard folder for all regions for both sales and the leadership team with View access.

Create Dashboard folders for each regional sales team and one Dasboard folder for leadership team.

Begin with recommended base Lead Score of 100. After a predetermined amount of time, evaluate the results and adjust the Score accordingly.

Configure a qualification screen-based flow to assist Sales Reps in quickly determining which Leads are high priority.

Review converted Lead data with Sales and Marketing leaders to understand the interaction patterns that led to conversion.

Work with subject matter experts to define the key attributes of te ideal customer for Cloud Kicks' products.

Begin with the recommended base Lead Grade of B-. After a predetermined amount of time, evaluate the result and adjust the Grade accordingly.

Opportunity Dashboard showing Opportunities Closed each month

Opportunity Dashboard showing Products sold each month

Opportunity Products with formula fields for each month's value

Opportunity Products with monthly Product Schedules

Marketing Influence

Rate of Contact

Close Rate

Forecast Accuracy

Configure a custom lead score field to assess Lead quality, then assign the Leads that exceed this score to partners.

Configure a cross-object validation rule to ensure that all fields on the Lead record are populated with data.

Utilize the Partner Lead Validator to populate a Lead score and assign to a partner channel queue.

Configure Einstein Insights prior to Leads routing to the partner channel.

Utilize the Lead score on the Find Duplicate button, and then assign the Leads with a score in the high category.

 Use Workflow rules and HTML Email Templates.

Develop an Inbound Email Service.

Use Process Builder and HTML Email Templates.

Develop a custom Apex Trigger that uses custom email messagining.

Custom Report Types

Matrix Reports

Dashboards

Cross-object Filters

Ensure the Company field is left blank to ensure it is converted into person Account.

Ensure the Person Account checkbox on the Lead is checked prior to conversion.

Ensure the Company field is populated with "Person" to ensure it's converted into a person Account.

Ensure that there are separate record types for business Account Leads and person Account Leads.

The proper roles, resources, and risks were not identified.

The resources were not on the Project Kick-off

The purpose and scope were not defined

The project plan did not receive sign-off

Opportunity line object to Product object in the default currency of the organization

Opportunity object to Account In the default currency of the user's manager

Opportunity object to Opportunity object

Opportunity line object to Opportunity object

Opportunity Splits

Account Teams

Public Groups

Opportunity Teams

Use a custom External ID field and map this to the original record ID value

Use the standard External ID field and map this to the original record ID value.

Use a custom field named External ID and map this to the current record ID value.

Use the standard External ID field and map this to the current record ID value.

From the Setup menu, go to Salesforce offline and select "Enable offline create, edit, and delete in Salesforce for Android and IOS."

From the Setup menu, enable the system permission "Store offline data."

From the Setup menu, go to Salesforce offline and select "Enable caching in Salesforce for Android and iOS."

Create a permission set with the system permission "Store offline data" and assign the permission set to the sales team user(s).

Raise a case with Salesforce support to enable the offline version of the Mobile app and update the app to use the ffline capabilities.

Schedule a report that notifies Lead owners daily of Leads with incomplete information.

Create a validation rule to check that necessary information is complete upon Lead conversion.

Implement a trigger that warns the user of incomplete information during Lead conversion.

Review Lead conversion mapping to ensure necessary fields are mapped correctly.

Update web-to-lead forms to require input fields be completed prior to submission.

Mandate that all Lead data must be reviewed prior to being created in Saesforce.

Create a Quick Action.

Create a Lightning Component for mobile.

Create a custom hyperlink to a related list.

Create a custom Process Builder process.

Create sales process to map to each opportunity record type

Create opportunity record types for each sales process.

Create public groups for each opportunity sale process.

Define the default opportunity teams for each opportunity record type.

Define sales stages that align with opportunity record types.

Create a Territory Hierarchy, and set allocations and assignments.

Create a Territory Management Model with Territory Hierarchy and with priority.

Create a Territory Model with Territory hierarchy and set allocations.

Create Territory Types with priority and then create a Territory based on Territory Types.

Talk to the manager of that region and tell them how important training is and that they should come.

Move tranining for all users to the following week and comunicate the change.

Run the training as planned and record it so the other users can wach the video.

Set up training session for just European region and run the scheduled training.

Set up meeting with test users and do a requirements workshop.

Address these issues during the sign-off stage.

Contact key stakeholders to determine if a change to the requirements is necessary.

Revise the solution to meet the needs of the test users and develop training materials for the full team.

Create a rollup field on the Account to calculate the number of retail locations.

Map the custom field from the Lead object to the custom field on the Account object during lead conversion.

Update the Account with number of retail locations after it has been converted.

Create custom fields on the Account and Lead objects to store the number of retail locations.

Map the custom field from the Lead object to the standard field on the Account object during lead conversion.

Changing the exchange rate automaticaly updates the converted amount on all records, except the closed Opportunities.

Reports on these objects support multiple currencies: Accounts, Opportunity, Lead, case, and Opportunity product schedules.

After enablement, primary currency display in the parenthesis and the secondary amount displays as usual.

Once enabled, multiple currencies cannot be disabled.

Reduce the number of Opportunity stages and report on probability.

Align Opportunity stages with probabiity and use collaborative forecasts for reporting.

Reduce the number of opportunity stages and report on forecast category.

Align forecast categories to multiple Opportunity stages and report on forecast catecory.

Multiple reduction orders can be created for a single order.

Orders can be activated only if they include a product.

New Products can be added to Active Orders.

Products can be removed from Active Reduction Orders.

Schedule an analytic snapshot of the Opportunity object to run monthly.

Create a custom Opportunity report using custom formula fields for the stage closed/won.

Create a dashboard component; schedule the dashboard to refresh monthly.

Create a report based on the Opportunity snapshot.

Schedule an analytic snapshot of the Opportunity history object run monthly.

Based on the Opportunity stage regardless of the Close Date

Based on the historical exchange rate regardless of the Close Date

Based on the Close Date regardless of the Opportunity stage

Based on the exchange rate regardless of the Close Date

The Kanban view can show rollup summaries for currency fields.

The Kanban view can summarize records by currency fields.

The Kanban view displays amounts in the user's currency.

The Kanban view can display a maximum of 200 records.

The Kanban cards display up to 10 fields

Log an activity using a Quick Action.

Log a meeting activity using the email to Salesforce feature.

Have the sales reps install the Salesforce Mobile app on their devices.

Have the sales reps install the Outlook for Lightning app on their device.

Log a meeting with mobile smart actions automatic sync.

Have the sales reps install SalesforceA on their mobile devices

Call the Contacts and Leads to get their updated information.

Use third-party data to update and add records to Salesforce.

Use the Salesforce-provided data to updated and add records to Salesforce.

Enable the Automatic Account Update feature in Setup.

Custom object "Status," Opportunity, Product

Cutom Lightning Component, opportunity, Lead, Product

Custom object "Status," Opportunity line Item, Product

Custom Lightining Component, Opportunity, Product

Custom object "Status," Opportunity, Lead, Account, Product

Configure different sales process for each line business.

Assign different page layout to each record type.

Assign different sales processes to each page layout.

Configure different record types.

Configure different sales process to each page layout.

Use Process Builder to send emails to sales representatives when Opportunities reach key stages, providing detailed information on what they need to do move the Opportunities to the next stage(s).

Use Path to provide guidance for key Opportunity stages.

Advise sales representatives to post on Chatter so the sales team can collaborate to move Opportunities along the pipeline quickely

Configure a dashboard that shows Opportunities that have not moved stage for 30 days, and provide training to those Opportunities owners

Require sales staff to enter $0 for the Opportunity amount.

Configure the first stage with the omitted forecast category.

Override the forecast to be $0 for first stage Opportunities.

Require sales staff to enter 0% for the Opportunity probability.

Assign 0% probability to the first sales stage.

Build a Workflow rule to update the Opportunity Amount with a Grand Total Value on the Quote Record.

Add the Syncing checkbox to the Quotes related list.

Add a global action to sync the Quote with the Opportunity.

Add a Sync button to the Page Layout.

Build a formula field on Opportunity to roll up Total Value from the Quote Record.

The user will access to All Accounts if "Gran Access using Hierarchies" is enabled.

Access can be granted by setting up a sharing rule via Account Hierarchy.

Access to child Account will need to be manually added.

The user will have access to child Account records.

Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.

Have the administrator define rules for campaigns to automatically add opportunities and then lock after 30 days

Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.

Add child campaigns of the primary campaign source automatically if the child campaigns have an end date that falls before the opportunity close date.

Have representatives populate a field on the opportunity record with the dollar amount of expected revenue from the campaigns that influenced the opportunity.

Use contracts with a lookup to opportunity object

Enable schedules on opportunity object

Use assets with a lookup to opportunity object

Enable schedules on product object

Remove the account assignment for all contacts

Ensure that no single account has more than 10,000 contacts

Enable person accounts and migrate the contact data

Add an index to the account field on the contact object

Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage 

Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat accounts when it reaches closed/won stage

Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage

Configure a workflow rule for rpeat accounts that sends a reminder task to the sales representative to create a new opportunity when it reaches closed/won stage

Associate the contact to other accounts using a custom lookup field

Clone the contact record and add it to the second account

Enable contacts to multiple accounts feature

Add the contact to the partners related list on the second account

Modify the profile for sales directors to enable the 'Modify All' object permission for opportunities

Change the field-level security for sales representatives to restrict field access based on the sales stage

Create a workflow rule to enable field access for sales directors based on the sales stage

Create a validation rule to enforce field access based on the sales stage and a custom permission

Configure a validation rule that types the Has Line Item and Stage fields for the correct condition.

Define a workflow rule that automatically defaults to a pricebook and product line item when selecting the negotiation stage.

Ensure that all sales representatives have access to at least one pricebook when creating product lines.

Configure the opportunity record types to enforce product line item entry before selecting the negotiation stage.

Enable opportunity team selling and have each sales representative configure his or her default opportunity team.

Create a public group for each team and have the sales representatives manually share the opportunity with their respective group.

Enable Chatter and configure a customer Chatter group for the opportunity to allow collaboration on ideas.

Create a trigger for each sales representative that would automatically share the opportunity with his or her default opportunity team.

Instruct sales users to enter $0 for the opportunity amount.

Override the forecast to be $0 for first stage opportunities.

Assign 0% probability to the first sales stage.

Configure the first stage with the omitted forecast category.

Create a new Order Product with quantity set to -1.

Create a reduction Order under the activated Order.

Change the quantity value on the Order Product to 3.

Create a custom field on the Order Product object.

Industry performance dashboard.

Campaign dashboard by industry.

Report on leads by source.

Report on lead lifetime by industry.

Utilize a separate price book for the products requiring certification and only share the price book to users who are certified

Utilize a validation rule on opportunity products to prevent them from adding products marked as requiring certification if they are NOT certified

Utilize a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified

Utilize a validation rule on products marked as requiring certification to prevent them from being added to an opportunity

Have the administrator specify a timeframe that limits the time a campaign can influence an opportunity after the campaign first associated date and before the opportunity created date.

Add campaigns to opportunities when the campaign is related to a contact that is assigned a contact role on the opportunity prior to the close date.

Have representatives populate a field on the opportunity record with the dollar amount of the expected revenue from the campaigns that influenced the opportunity.

Automatically add child campaigns of the primary campaign source if the child campaigns have an end date that falls before the opportunity close date.

List of stakeholders with roles and titles.

Key reports from the current system.

List of required objects and fields.

Company financial information.

Organizational chart with titles.

Set accounts to private and contacts to controlled by parent.

Set accounts to public read-only and contacts to controlled by parent.

Set accounts to public read-only and contacts to private.

Set accounts to private and contacts to private.

Upload to Salesforce Files and shared with the field sales organization

Emailed to the sales team on the opportunity record

Uploaded to a library that is shared with the field sales organization

Uploaded to salesforce files from the opportunity record

Schedule a custom forecast report to run weekly and store the results in a custom report folder.

Create a reporting snapshot to run daily and store the results in a custom object.

Create a reporting snapshot to run weekly and store the results in a custom object.

Schedule a custom forecast report to run daily and store the results in a custom report folder.

Override Salesforce user interface with the sales methodology user interface.

Consider available sales methodology AppExchange applications.

Develop a data integration between Salesforce and the sales methodology database.

Configure Salesforce standard and custom objects to support the sales methodology.

Embed Lightning components within Salesforce to support the sales methodology.

Build a joined report with closed opportunities, forecasting items and quotas

Customize quotas with product report, and add necessary fields

Build a custom report type with forecasting quotas and forecasting items

Create an analytic snapshot to capture the opportunity forecast

Salesforce App.

Salesforce Touch App.

Custom hybrid App.

Salesforce Mobile App.

Create a workflow rule to launch the product fulfillment application and pass the credit

Create a custom button that calls an Apex trigger to launch the credit application and pass the credit

Create a formula field that uses the hyperlink function to launch the credit application and pass the credit

Create a custom credit ID field as an external ID on the account to launch the credit application and pass the credit

Extract organization and configuration data.

Prevent importing duplicate records.

Run one-time or scheduled data loads.

Export field history data.

Need to prioritize search results for contacts and opportunities.

Need to add notes quickly while talking to the client.

Need to chat with customers in real time with Chatter.

Need to view the caller ID on screen and quickly make calls with one click.

Use Chatter to share records with relevant people.

Use manual sharing on account to share specific records.

Use account team to share records to relevant people.

Use opportunity team to share records with relevant people.

On exchange rates that use the oldest entry

On the exchange rates entered in the opportunity

On exchange rates tht use the most current entry

On the historical exchange rate associated with the close date

Create an email template change set or use the Lighting Platform

Enable Email-to-Case and use the Import Wizard.

Manually recreate the email and mail merge templates in Salesforce

Enable Email to Salesforce before sending email templates to Salesforce

Create two sales processes and a workflow rule triggered by opportunity amount to assign a sales process.

Create two sales processes, two opportunity record types, and a workflow rule triggered by sales stage.

Create two sales processes, two opportunity record types, and workflow rules triggered by the opportunity amount.

Create one sales process and a validation rule that evaluates opportunity amount to determine the appropriate sales stage.

Configure an approval process for the RSM and a workflow rule for the RVP.

Create two approval processes, one for the RSM and one for the RVP.

Create the two-step approval process for the RSM and RVP as approvers.

Configure a workflow approval task and email to notify the RSM and RVP.

Remove access to content after a specified date

Require the customer to enter a security token to download the content.

Require the recipient to log into Salesforce to access the content.

Require the customer to enter a password to view the content

Create a campaign, qualify the respondents, and create accounts and contacts.

Create a campaign, associate the leads to the campaign, and qualify the respondents.

Create leads, convert them to opportunities, and qualify the respondents on the opportunities.

Create both account and contact records, then associate the contacts to the campaign.

Add the user to a public group for that account and share all child accounts to this group.

Add the user manually to the parent account team and each of the child account teams.

Add the user to the account team on the parent account; the child accounts will inherit access.

Add the user to each child account team; visibility will then roll up to the parent account.

Implement Collaborative Forecasting with product family

Build a forecast list view by product family group

Build a custom forecast report showing product groups

Implement Collaborative Forecasting with quota attainment

Create a custom object for conferences and a custom object to record attendee information.

Utilize Campaigns for conferences and a custom object to record attendee information.

Utilize Campaigns for conferences and add Campaign Members to record attendee information.

Create a custom object for conferences and a custom lookup field to conferences on Contacts.

One set of opportunity stages.

Two sets of opportunity stages.

Two record types

Two page layouts.

Two sales processes.

Download and install a Salesforce universal connector for their smartphones and computers.

Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers.

Download and install the Salesforce for Outlook connector on their smartphones and computers.

Forward emails using their Email-to-Salesforce email address from their smartphones and computers.

Partner users are associated with the same set of profiles as internal users.

Partner users can own account and opportunity records in Salesforce.

Partner users CANNOT receive emails generated through workflow actions.

The sharing model should be re-evaluated when the Partner Community is enabled.

Use a data cleansing tool and the Stay-in-Touch feature of Salesforce to email contacts.

Create a workflow rule to mass email the contacts and capture any email bounces.

Use a data enrichment tool to verify account and contact data is up-to-date.

Create a workflow rule for the account and contact owner to confirm contact data.

An assignment rule on the account.

A trigger on the opportunity.

A workflow on the opportunity.

An assignment rule on the opportunity.

Create a criteria-based sharing rule to add the product management team to relevant opportunities.

Create a trigger to add the product management team to the sales team of relevant opportunities.

Create a trigger to set the product manager as owner for opportunities on the new product.

Create a new product and add it to the price book with the product manager as an owner.

Configure weekly customized forecast reports and dashboards to be emailed to sales management.

Enable override forecast permission in the Manager's profile.

Create forecast Chatter groups where sales representatives can post and share their forecasts.

Create a forecast hierarchy and assign managers to the forecast manager role.

Opportunity, opportunity product, custom object-shipment status

Lead, opportunity, product, custom object-shipment status

Lead, account, opportunity product, custom object-shipment status

Opportunity, opportunity product, campaign, custom object-shipment status

Create a custom quote object to capture partner quotes on opportunities separate from non-partner quotes.

Grant partner access to quotes and add the quotes related list to the partner opportunity page layouts.

Update the partner sales process to include stages for managing and submitting partner quotes.

Enable quotes and content in the Partner Communities to allow partners to store their PDF quotes.

Enable the lead conversion permission.

Enable validation rules on the lead.

Map custom lead fields to corresponding custom opportunity fields.

Enable validation rules on the opportunity.

Create an Apex trigger to perform data quality checks.

Activities report on accounts and contacts the manager owns

Activities report on accounts and opportunities the manager owns

Activities report on accounts the manager owns

Activities report on accounts, contacts and opportunities the manager owns