Lead Management Flashcards
Which objects are typically added as campaign members?
Accounts, Contacts, Leads
What can be used to quickly add many leads, contacts or accounts to a campaign?
Report
When using Lightning Data, what button can be used on manually selected records to compare field values between Salesforce and the data service provider?
Check for New Data
When using Lightning Data, can records be updated from a list view?
No
When using Lightning Data, how can data integration rules be used?
Data integration rules can be set up to automatically update data on a frequency defined by the data service provider.
What is the most efficient way to email campaign members?
Use the Send List Email action from the Campaign member view.
What list views contain the Send List Email action
Lead, Contact, Campaign Member
What are social business rules used for?
Used for choosing how inbound social content is processed in Salesforce.