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What is Vlocity Guided Selling used for? (Choose FOUR) Note: This question displayed answer options in random order when taking this Test. For customers and partners who can self-order
Correct Answer: A,B,E,F
Vlocity Guided Selling is used for enhancing the sales process by guiding sales agents or customers through a streamlined, step-by-step sales journey. This tool is instrumental in reducing average call handling times and training requirements for agents (A), improving the overall customer experience by providing a more interactive and directed sales process (B), and including helpful instructions that aid agents during the sales process (F). Additionally, it's used in training environments to prepare agents before they use the regular Vlocity Cart, ensuring they are familiar with the sales processes and system functionalities (E). References: * Salesforce Industries CPQ documentation on Guided Selling. * Training materials for Salesforce Industries CPQ Guided Selling features.
Recent Comments (The most recent comments are at the top.)
Emi - Jul 07, 2025
✅ Correct Answers: A. Reduce call handling time and training → By simplifying the process, agents don’t need deep technical knowledge to sell. B. Better customer experience → A guided flow is easier and more intuitive for both agents and end-users. D. Use functions not found with Vlocity Cart → Guided Selling can include branching logic, custom steps, validations, and pre-defined flows. F. Include instructions for agents → Prompts, tooltips, and help content can be embedded directly in the experience.
❌ Incorrect Options: C. To replace the regular Vlocity Cart for order capture → Guided Selling complements the Cart, but it does not fully replace it. The Cart is still used to finalize and review selections. E. To train agents in selling processes before they use the regular Vlocity Cart → Guided Selling is a live selling tool, not a training system. It's meant for real-time transactions, not just simulations or onboarding.
Recent Comments (The most recent comments are at the top.)
✅ Correct Answers:
A. Reduce call handling time and training → By simplifying the process, agents don’t need deep technical knowledge to sell.
B. Better customer experience → A guided flow is easier and more intuitive for both agents and end-users.
D. Use functions not found with Vlocity Cart → Guided Selling can include branching logic, custom steps, validations, and pre-defined flows.
F. Include instructions for agents → Prompts, tooltips, and help content can be embedded directly in the experience.
❌ Incorrect Options:
C. To replace the regular Vlocity Cart for order capture
→ Guided Selling complements the Cart, but it does not fully replace it. The Cart is still used to finalize and review selections.
E. To train agents in selling processes before they use the regular Vlocity Cart
→ Guided Selling is a live selling tool, not a training system. It's meant for real-time transactions, not just simulations or onboarding.