Sales and Marketing Applications III & IV Flashcards
These are used to track prospects in Salesforce.
Leads
After qualifying the lead records, they can be converted into these three things
accounts, contacts, and/or opportunities.
These can be used to store marketing efforts that are used to obtain leads and store them in Salesforce.
Campaigns
this can be defined for the steps in a lead life cycle. It can be associated with a record type.
A lead process
A lead can be converted into an account, contact, and opportunity. this is called what
lead conversion
“____”` can be used to generate leads from information submitted by online visitors
Web-to-Lead
“_____” can be used to assign a lead to a user or queue.
A lead assignment rule
“_____ is a person that may be interested in an organization’s products or services, may also be known as a “____”.
A Lead, Prospect
Lead Status contains the 4 Lead process values defined for the Lead Life Cycle, e.g.
Open
Contacted
Unqualified
Qualified (Converted)
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.
Last Name, Company, and Lead Status
“____” are a place to store Leads before they have an owner
Lead Queues
T/F
Assignment Rules can be used to direct leads to different queues based on defined criteria.
True
Users can use the ‘”___” button to take ownership of a Lead in a queue.
Accept’
T/F
Users cannot detect when a duplicate exists for a Lead record.
False, Users can detect when a duplicate exists for a Lead record.
“___” are just simply quick actions to add new or update existing Lead records directly from the List View.
Lead Actions
these accounts are created when a lead is converted and the company name of the filed is left blank
Person account
T/F
Custom Lead Fields can be mapped to custom Account, Contact or Opportunity fields.
True
The “____ is the record page and used to view all information related to a Lead
Lead Workspace
“___” can assign a Lead to a user or queueaccording to matching field values to assignment criteria
Lead assignment rules
T/F
A number of lead assignment rules can be setup but only one can be active at one time.
True
Lead assignment rule to be used can be specified in both “___” and “____”
data loader, data import wizard
“____” can be used to send an email to a person that submitted a Lead from a web to Lead form.
Lead Auto-Response Rules
“_____” is used to save Lead details from a company website to a Salesforce Organization
Web-to-Lead
T/F
It is possible to require ‘reCAPTCHA Verification’ to reduce spam and reject leads without verification.
True
The “__” Code of the Web-to-Lead Form can be added to the company website.
HTML
“____” are used to store and track information about direct mail programs, seminars, print ads, email, and other kinds of marketing activities in Salesforce
Campaigns
“___” “___” and “____” can be associated with campaigns in Salesforce.
Leads, contacts, and accounts
It is possible to organize campaigns into “____” to analyze what works best for the company’s sales.
campaign hierarchies
Lead, contacts, and accounts can be added to a campaign as “___”
campaign members.
In Lightning Experience, “___” can be used to send an email to all the members of a campaign.
list email
Related campaigns can be linked together in a “_____”
campaign hierarchy.
“_____” can be used to track campaigns that have influenced opportunities.
Campaign Influence
“_____”: are used to track marketing activities,such as online and print advertising, direct mail and conferences.
Campaigns
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.
5000
Marketing users with appropriate permissions can use the “______” to import contacts, leads, and person account or update campaign member status.
Data Import Wizard-
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.
‘Clone with Related records’
Campaign Path can be customized by “___” and “_____”
record type and picklist field.
T/F
Campaign Responses are updated automatically from the Lead, Contact, or Account Campaign History related list.
False, Responses can be updated manually from the Lead, Contact, or AccountCampaign History related list.
T/F
A quick way to track campaign responses is through mass updating member status from the Campaign Members related list.
True
Sending an email to multiple campaign members can be done using “____”
Campaign List Emails
Email templates with “___” can be used to customize each email.
merge fields
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.
True
A “_____” can be used to link related campaigns. There can be up to 5 levels and an unlimited number of sibling campaigns.
campaign hierarchy
“____” is a feature that helps the organization associate their marketing efforts to match with the opportunity record results.
Campaign Influence
There are two types of Campaign Influence available in Salesforce, they are?
Campaign Influence 1.0 and Customizable Campaign Influence
“______” helps associate percentages of influence to multiple campaigns or 100% to a single campaign. It is available for both Classic and Lightning Experience.
Customizable Campaign Influence
Campaign influence records can either be manually added or automatically added via “____” or “_____”.
triggers or process builder
“____” 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.
The Primary Campaign Source
“____” model lets users to manually identify how much a specific campaign influences an opportunity.
A custom influence
