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Question 1

Where do you store info about your customers in Salesforce?

Answer 1

In Accounts (companies you do business with) and Contacts (people who work for those companies)

Question 2

Special account type when you’re doing business with a single person (e.g., solo contractor, individual consumer)?

Answer 2

Person Account. Person accounts are similar to business accounts, but because they’re meant to record information about an individual person, person accounts don’t have their own contacts.

Question 3

What are the three types of relationships between people and the accounts their tracking?

Answer 3

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 your coworkers who deal with them (other Salesforce users).

Question 4

True/False - A contact might work with more than one company.

Answer 4

True

Question 5

True/False - Every contact must be directly associated with an account

Answer 5

True (This is the account that appears in Account Name and is usually the company the contact is most closely associated with.)

Question 6

What is the Primary Account for a Contact?

Answer 6

The account listed on the Contact record. This is a Direct relationship. (All other Accounts they’re related two are “Indirect” relationships.)

Question 7

What is a Default Account Team?

Answer 7

A shortcut that saves you from having to enter the same members into the same form over and over again.
(If the same people usually work together, create a default account team and assign them to it. Then, add the entire default team to your account by selecting Add Default Team from the Account Team related list action menu.)

Question 8

What is AppExchange?

Answer 8

AppExchange is the marketplace for all things Salesforce, including apps, components, and more.

Question 9

What are the primary two types of listings on AppExchange?

Answer 9

Solutions and Consultants

Question 10

What is the single most important thing to do when using AppExchange?

Answer 10

Log in and get personalized recommendations. (NOT search and filter)

Question 11

What area of AppExchange lets you discover solutions according to your business challenge or industry?

Answer 11

Explore (NOT Collections or Learn)

Question 12

What are AppExchange “Try Before You Buy” options?

Answer 12

1) Test Drive: A test drive lets you experience the solution in a read-only Developer Edition org configured by the provider. You receive login credentials and can explore functionality in the org using sample data.
2) Sandbox trial: Experts always try solutions in a copy of a production environment first, so click Try in your sandbox to choose this option.
3) Trialforce trial: A Trialforce trial lets you experience the solution in a writable Developer Edition org for a limited time period.
–Similar to a test drive, a Trialforce trial is configured with sample data.
–Unlike a test drive, you can customize the org and continue using it if you decide to buy.

Question 13

AppExchange Trial types - How does a solution Test Drive differ from a Trialforce trial?

Answer 13

A test drive uses a read-only org, while a Trialforce trial uses a writeable org.

Question 14

How can you learn more about a solution when you have questions?

Answer 14

Read reviews from community members, Read documentation from the provider on the More Details tab.