Skip to main content
Join the Agentforce Hackathon on Nov. 18-19 to compete for a $20,000 Grand Prize. Sign up now. Terms apply.

Review Pipeline Management

Learning Objectives

After completing this unit, you’ll be able to:

  • Identify and generate new pipeline.
  • Analyze pipeline health insights ensuring data integrity to improve customer relevance.
  • Explain pipe progression and stage velocity.

Key Topics

This unit prepares you for the Pipeline Management section of the Salesforce Sales Representative exam, which makes up 12% of the overall exam. This section of the exam tests these topics.

  • Creating opportunities
  • Developing pipeline
  • Timing and velocity of deals
  • Nurturing pipeline

This unit provides a number of interactive, real-world questions that are a lot like the ones you'll encounter as a Salesforce sales representative. Looking at these questions helps prepare you to take the Pipeline Management section of the Salesforce Sales Representative exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).

The unit also contains interactive flashcards centered around study topics that help you prepare for the Pipeline Management section of the exam.

Like the previous units, this unit contains practice questions and flashcards.

Exam Practice Questions

Ready to jump in? The sample tool below is not scored—it's just an easy way to quiz yourself. To use it, read the question, then click the answer you think is correct. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click Expand button to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.

Did you choose a wrong answer? Check out the table below for related study material.

Question 1
Learn how to Build a Healthy Sales Pipeline.

Question 2

Study up on nurturing leads.

Question 3

Read more about advancing customers through the sales pipeline.

Question 4

Learn even more about pipeline and Build Your Pipeline Engine.

Exam Topic Flashcards

The following flashcards cover Pipeline Management. Use these interactive flashcards to brush up on some of the key topics you’ll find on this part of the exam.

Read the question or term on each card, then click or tap the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left-facing arrow to return to the previous card.

Did you choose a wrong answer? Check out the table below for related study material.

Flashcard 1
Understand Sales Pipeline and how it is used in the sales process.

Flashcard 2

Define Stage Duration in the sales process.

Flashcard 3

Learn why a Sales Process is needed.

Flashcard 4

Study up on why sales representatives need to understand Pipeline Coverage.

Looking for more information? Explore these related badges.

Badge Content Type

Sales Pipeline Basics

Module

Business Pipeline: Quick Look

Module

You’ve reviewed Pipeline Management. Next, let’s take a look at Forecasting Skills.

Teilen Sie Ihr Trailhead-Feedback über die Salesforce-Hilfe.

Wir würden uns sehr freuen, von Ihren Erfahrungen mit Trailhead zu hören: Sie können jetzt jederzeit über die Salesforce-Hilfe auf das neue Feedback-Formular zugreifen.

Weitere Infos Weiter zu "Feedback teilen"