Sales Foundations Intermediate Practice Exam: Medium Difficulty 2025

A sales team wants to ensure reps consistently capture key qualification details (budget, authority, need, timeline) whenever a Lead reaches the "Qualified" stage. The sales manager also wants reporting on how often those fields are left blank. What should an admin implement?

A company sells to large enterprises and wants a standardized way to track multiple stakeholders (economic buyer, champion, legal contact) related to an Opportunity, including their roles in the deal. They also want visibility into these stakeholders in pipeline reviews. What should they use?

A sales operations team wants to improve forecast accuracy. Reps should see their pipeline by close date and stage, and managers want a roll-up view that reflects rep adjustments when needed. Which approach best supports these needs using standard capabilities?

A company’s sales process requires different stages and fields for two sales motions: New Business and Renewals. Reps should follow the right process with minimal confusion, and leadership wants consistent reporting across both. What should an admin configure?

Sales leadership wants to ensure that discount approvals happen consistently. If an Opportunity’s Discount % exceeds 20%, it must be approved by a manager before the Opportunity can move to the "Proposal/Price Quote" stage. What should be used?

A sales manager wants to identify pipeline risk by spotting deals that haven’t had activity recently. The company uses Activities (tasks/events) and wants a report showing Opportunities in the current quarter with no activity in the last 14 days. What is the best approach?

A company imports a list of Leads from a trade show. They want to prevent duplicates and ensure that if a matching Lead already exists, the new information updates the existing Lead instead of creating a new record. What should they use?

Sales operations needs a report that shows Opportunity revenue by Product Family and Close Month, and leadership wants to drill into the specific products driving the totals. What should be used?

A rep wants to send a follow-up email to a prospect and include an approved message template, log the email to Salesforce, and later see that communication on the related Lead record. Which capability best supports this with minimal manual work?

A sales team wants to prioritize daily work. Reps should see a single list of the most important Leads and Opportunities needing attention based on criteria like high value, close date approaching, or stale activity. What should an admin recommend?