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.
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)
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.
SFDC allows me to add a reporting hierarchy (or organization chart) to my contacts. This way I can better understand the structural dynamics within the businesses I am selling to, and remember who to contact for certain aspects of a sale.
A. True
B. False
Accounts can be created by converting a lead to an opportunity, or by manual entry.
A. True
B. False
Which will appear on your pipeline report?
A. Leads
B. Opportunities
C. Accounts
Which definition best describes "accounts" and their relationships with other record types in SFDC?
A. Accounts represent sales deals that your company is pursuing. An account may have only one opportunity associated with it.
B. Accounts are the backbone of information and represent prospective, existing, and former customers. An account may have multiple opportunities
C. Accounts are created after you have closed an opportunity or deal. An account must have a closed opportunity associated with it.
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.
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
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