Deck - 1

Question 1

Accounts

Answer 1

Companies whom you are doing business with

Question 2

Contacts

Answer 2

the people who work at your accounts are called contacts.

Question 3

If you’re doing business with a single person, like a solo contractor or an individual consumer, you use

Answer 3

a special account type called a person account.

Question 4

In Salesforce, the companies that you’ve sold to are

Answer 4

business accounts.

Question 5

Three Key Account and Contact Relationships

Answer 5

1. Relationships between companies (accounts) and the people who work at them (contacts).
2. Relationships between your customers (accounts) and other customers (other accounts).
3. Relationships between customers (accounts) and coworkers who deal with them (other Salesforce users).

Question 6

what must an admin do , to relate contacts to multiple accounts

Answer 6

enable Contacts to Multiple Accounts in

Setup&raquo_space; Account Settings

Question 7

Best Practices for Establishing Account Hierarchies

Answer 7

Global Enterprise Account and Location-Specific Accounts

Question 8

Lead conversion for a business

Answer 8

• Business Account
• Business Contact
• Opportunity

Question 9

Lead conversion for an INdividual consumer

Answer 9

Person Account

Opportunity

Question 10

You can use ________ to automate the standardization of opportunity names.

Answer 10

Process Builder

Question 11

If a user creates an opportunity by converting a lead, Salesforce appends_________ to the name of the new opportunity automatically.

Answer 11

the account name

Question 12

Difference between Account Team and Opportunities Team

Answer 12

Opportunities team is a temporary group where as account team have a long term relationship with a customer

Question 13

Two types of splits in an opportunity

Answer 13

Revenue splits

Overlay Splits

Question 14

. Revenue splits always total _______% of the opportunity amount

Answer 14

100

Question 15

___________ are for crediting team members who are directly responsible for the revenue on an opportunity.

Answer 15

Revenue splits

Question 16

__________gives you a way to credit supporting team members.

Answer 16

An overlay split

Question 17

_________ is used to provide a visual guidance of moving through the stages

Answer 17

Path

Question 18

______shows you at a glance where the record is in your sales process.

Answer 18

Path

Question 19

The ______ is a visual summary of the records in a list view

Answer 19

Kanban view

Question 20

_______ is A common approach is to use the hierarchy to group campaigns by

Answer 20

marketing strategy.

Question 21

What is the most common number of levels in a campaign hierarchy?

Answer 21

3

Question 22

How do you create a campaign hierarchy?

Answer 22

Using parent campaign name field

Question 23

What can you do with campaign record types?

Answer 23

Track diff details for diff campaigns

Question 24

What information can you see with a campaign hierarchy?

Answer 24

Responses

Question 25

Who can be added to campaigns as members?

Answer 25

Leads,Contacts and person Accounts

Question 26

What is the best practice for defining your campaign member statuses?

Answer 26

Use the same set of values for all campaigns of the same type

Question 27

How many campaign member statuses can count as a member response?

Answer 27

As many as you want

Question 28

Whats the use With built-in campaign reports

Answer 28

To see who has responded to each campaign, and how much revenue they’re generating.