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Salesforce Certified Administrator > Sales and Marketing Applications III & IV > Flashcards

Sales and Marketing Applications III & IV Flashcards

1
Q

These are used to track prospects in Salesforce.

A

Leads

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2
Q

After qualifying the lead records, they can be converted into these three things

A

accounts, contacts, and/or opportunities.

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3
Q

These can be used to store marketing efforts that are used to obtain leads and store them in Salesforce.

A

Campaigns

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4
Q

this can be defined for the steps in a lead life cycle. It can be associated with a record type.

A

A lead process

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5
Q

A lead can be converted into an account, contact, and opportunity. this is called what

A

lead conversion

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6
Q

“____”` can be used to generate leads from information submitted by online visitors

A

Web-to-Lead

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7
Q

“_____” can be used to assign a lead to a user or queue.

A

A lead assignment rule

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8
Q

“_____ is a person that may be interested in an organization’s products or services, may also be known as a “____”.

A

A Lead, Prospect

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9
Q

Lead Status contains the 4 Lead process values defined for the Lead Life Cycle, e.g.

A

Open
Contacted
Unqualified
Qualified (Converted)

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10
Q

In required lead fields By default, these 3 fields need to be populated before a record can be created. Setting other fields required is also possible.

A

Last Name, Company, and Lead Status

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11
Q

“____” are a place to store Leads before they have an owner

A

Lead Queues

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12
Q

T/F

Assignment Rules can be used to direct leads to different queues based on defined criteria.

A

True

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13
Q

Users can use the ‘”___” button to take ownership of a Lead in a queue.

A

Accept’

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14
Q

T/F

Users cannot detect when a duplicate exists for a Lead record.

A

False, Users can detect when a duplicate exists for a Lead record.

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15
Q

“___” are just simply quick actions to add new or update existing Lead records directly from the List View.

A

Lead Actions

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16
Q

these accounts are created when a lead is converted and the company name of the filed is left blank

A

Person account

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17
Q

T/F

Custom Lead Fields can be mapped to custom Account, Contact or Opportunity fields.

A

True

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18
Q

The “____ is the record page and used to view all information related to a Lead

A

Lead Workspace

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19
Q

“___” can assign a Lead to a user or queueaccording to matching field values to assignment criteria

A

Lead assignment rules

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20
Q

T/F

A number of lead assignment rules can be setup but only one can be active at one time.

A

True

21
Q

Lead assignment rule to be used can be specified in both “___” and “____”

A

data loader, data import wizard

22
Q

“____” can be used to send an email to a person that submitted a Lead from a web to Lead form.

A

Lead Auto-Response Rules

23
Q

“_____” is used to save Lead details from a company website to a Salesforce Organization

A

Web-to-Lead

24
Q

T/F

It is possible to require ‘reCAPTCHA Verification’ to reduce spam and reject leads without verification.

A

True

25
Q

The “__” Code of the Web-to-Lead Form can be added to the company website.

A

HTML

26
Q

“____” are used to store and track information about direct mail programs, seminars, print ads, email, and other kinds of marketing activities in Salesforce

A

Campaigns

27
Q

“___” “___” and “____” can be associated with campaigns in Salesforce.

A

Leads, contacts, and accounts

28
Q

It is possible to organize campaigns into “____” to analyze what works best for the company’s sales.

A

campaign hierarchies

29
Q

Lead, contacts, and accounts can be added to a campaign as “___”

A

campaign members.

30
Q

In Lightning Experience, “___” can be used to send an email to all the members of a campaign.

A

list email

31
Q

Related campaigns can be linked together in a “_____”

A

campaign hierarchy.

32
Q

“_____” can be used to track campaigns that have influenced opportunities.

A

Campaign Influence

33
Q

“_____”: are used to track marketing activities,such as online and print advertising, direct mail and conferences.

A

Campaigns

34
Q

Campaign execution takes place outside of Salesforce, and Salesforce has a mass email limit of “_____” per day. An AppExchange app can be used to send more mass emails.

A

5000

35
Q

Marketing users with appropriate permissions can use the “______” to import contacts, leads, and person account or update campaign member status.

A

Data Import Wizard-

36
Q

A new campaign can be created by cloning an existing campaign. An existing campaign along with its associated records can also be cloned by clicking the “______” button.

A

‘Clone with Related records’

37
Q

Campaign Path can be customized by “___” and “_____”

A

record type and picklist field.

38
Q

T/F

Campaign Responses are updated automatically from the Lead, Contact, or Account Campaign History related list.

A

False, Responses can be updated manually from the Lead, Contact, or AccountCampaign History related list.

39
Q

T/F

A quick way to track campaign responses is through mass updating member status from the Campaign Members related list.

A

True

40
Q

Sending an email to multiple campaign members can be done using “____”

A

Campaign List Emails

41
Q

Email templates with “___” can be used to customize each email.

A

merge fields

42
Q

T/F
If there is no campaign member selected before clicking the ‘Send List Email’ button, all the members on the list will be included.

A

True

43
Q

A “_____” can be used to link related campaigns. There can be up to 5 levels and an unlimited number of sibling campaigns.

A

campaign hierarchy

44
Q

“____” is a feature that helps the organization associate their marketing efforts to match with the opportunity record results.

A

Campaign Influence

45
Q

There are two types of Campaign Influence available in Salesforce, they are?

A

Campaign Influence 1.0 and Customizable Campaign Influence

46
Q

“______” helps associate percentages of influence to multiple campaigns or 100% to a single campaign. It is available for both Classic and Lightning Experience.

A

Customizable Campaign Influence

47
Q

Campaign influence records can either be manually added or automatically added via “____” or “_____”.

A

triggers or process builder

48
Q

“____” model is the standard model that comes with Customizable Campaign Influence. It assigns 100% influence to the campaign that is selected as the primary campaign source.

A

The Primary Campaign Source

49
Q

“____” model lets users to manually identify how much a specific campaign influences an opportunity.

A

A custom influence

Salesforce Certified Administrator (13 decks)

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