Lead Management Flashcards

1
Q

Which objects are typically added as campaign members?

A

Accounts, Contacts, Leads

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2
Q

What can be used to quickly add many leads, contacts or accounts to a campaign?

A

Report

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3
Q

When using Lightning Data, what button can be used on manually selected records to compare field values between Salesforce and the data service provider?

A

Check for New Data

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4
Q

When using Lightning Data, can records be updated from a list view?

A

No

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5
Q

When using Lightning Data, how can data integration rules be used?

A

Data integration rules can be set up to automatically update data on a frequency defined by the data service provider.

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6
Q

What is the most efficient way to email campaign members?

A

Use the Send List Email action from the Campaign member view.

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7
Q

What list views contain the Send List Email action

A

Lead, Contact, Campaign Member

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8
Q

What are social business rules used for?

A

Used for choosing how inbound social content is processed in Salesforce.

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