Which will appear on your pipeline report?
A. Leads
B. Opportunities
C. Accounts
You are about to enter a new lead from a cold call into SFDC. What do you do first?
A. Search to determine if the company record already exists in Salesforce because you NEVER want to add duplicate data.
B. Start entering the new lead
C. Import the lead into SFDC using your Outlook email account
Accounts can be created by converting a lead to an opportunity, or by manual entry.
A. True
B. False
When I convert a lead to an Opportunity, I must give the opportunity a unique name so I know what it is (ex: Pacific Bank ?Red Package).
A. True
B. False
When I qualify a lead, the lead then automatically becomes (select all that apply):
A. An opportunity
B. An account
C. A contact
D. A campaign
Personalizing SFDC: If I want to update my personal info, email settings, etc. I have to:
A. Contact head office
B. Click "set up" in salesforce.com and edit my info
Here are the salesforce.com definitions of a Lead, Account, Contact, and Opportunity. Which one is the definition for an opportunity?
A. Any person, organization or company that may be interested in your products and services, not yet customers. The Icon is a green Star Man.
B. An organization, individual or company involved with your business such as customers, competitors and partners that you wish to track in Salesforce. The Icon is a file folder.
C. Any individual or influencer associated with an account that you want to track in Salesforce. The Icon is a business card.
D. Any potential revenue-generating event ("sales deal" ) that you want to track in Salesforce. The Icon is a Coin.
Editing Records: Required fields are marked by which color?
A. Blue
B. Green
C. Red
D. Black
Editing Records: Which of these is NOT true? I can edit fields by:
A. Clicking the "edit" button within a record detail page
B. Double clicking within a field to add or edit data
C. Selecting multiple records within a list view and editing them all at once
D. Calling Bill and making him edit my fields for me
Editing Records: If I see a magnifying glass icon next to any field in SFDC, this means I can start typing into the field and matches will automatically appear to choose from. Or, I can click on the magnifying glass icon and look up data to fill the field with.
A. True
B. False
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