Sales and Marketing Applications Flashcards
Contacts without Accounts (called _____) are hidden from all other users except the owner
Personal Accounts
Which field is used to establish account hierarchy?
Parent Account Field
_____ help multiple users better collaborate on accounts by defining a role and setting record-level access individually
Account Teams (Setup)
Where does a user setup default Account Teams and Opportunity Teams?
Personal Settings
____________ are temporary groups
____________ are long term relationships
Opportunity Teams, Account Teams
_________ can link Contacts to Opportunities, even if they’re linked to another account
Contact Roles
Enable opportunity splits to give credit to team members using ____ and _____
Revenue Splits, Overlay Splits (Setup)
______ shows at a glance where the record is in the sales process
Path (Setup)
Select ___________ in a users profile to grant permission to create Campaigns
Marketing User
Use _______ field to establish campaign hierarchy
Parent Campaign Field (a lookup field)
What are the three types of campaign members?
Leads, Contacts and Personal Accounts
Enable ____ to understand how your campaigns are affecting your opportunity pipeline
Campaign Influence (Setup)
______ guide users and help them stay focused on important tasks
Path (Setup)
Create two different Sales Processes on the opportunity object using _____
Record Types (Object Manager)
____ let you offer different sales processes, picklist values and page layouts
Record Types
