You can only use standard fields when generating email and mail merge documents for leads or contacts.
A. True
B. False
Which of these is NOT true: it is possible to import my existing contacts from Outlook by:
A. Clicking "set-up" and using the import wizard
B. Sending emails to myself
C. Connecting SFDC with Outlook and submitting contacts and leads to SFDC directly from my email
What steps are part of the process to enable Multi-Currency in an organization? (Choose 2)
A. Create a Sandbox
B. Contact salesforce.com to enable multiple currencies
C. Enable Advanced Currency Management
D. Choose a default currency
I can merge 3 records at a time in SFDC to clean up dupe.
A. True
B. False
Which one of these is NOT a recorded "activity" in SFDC?
A. Emails
B. Dials
C. Events
D. Tasks
E. Log a Call (after call completion)
I can email opportunities, accounts, leads, or contacts directly from SFDC, and all of these communications will be automatically saved in my activity history.
A. True
B. False
Task Records are "to-do" lists, are date sensitive, and must be completed before they move to my Activity History.
A. True
B. False
Which option is NOT true of events?
A. Events are scheduled events or meetings
B. Events are to-do lists
C. I can invite participants to an Event (like scheduling a demo, for example)
D. Events automatically move to Activity History when the time of the Event is past.
Select the option that is NOT true of opportunities:
A. I should use consistent naming conventions when identifying my opportunities (ex: Account Name ?Package offered)
B. Expected Revenue is automatically generated by multiplying the Amount field by the Probability Field (I do not need to add this figure)
C. Close Date should be the "best" guess as to when I will close a deal
D. The amount field is not for the estimated amount of the sale, but dollar amount I will pay Bill Nuttall for processing my order.
E. Probability is the confidence factor that I will win the Opportunity, and is typically based on the Stage Value
Select the option that is NOT true of the "stay in touch" feature in SFDC: A. I can send single emails, or mass emails, to all of my existing accounts or prospects.
B. I can use this feature to update contact information in one click via email ?this keeps my customer data up to-date.
C. It rubs my feet before I go to bed each night.
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