Sales Force FAQ Flashcards
What are two places my Events appear in Salesforce?
On my Salesforce Calendar; in the Open Activity/Activity history related lists on my Accounts, Leads, Contacts, and Opportunities
When will a Task appear on the sales action dashboard?
Once it is marked Completed (closed)
How do I indicate if my client is paying for a product up front or in installments/monthly?
The “Number of Installments” field on the opportunity line item
If my client’s 1-year banner ad campaign’s Start Date is June 1, 2014, what do I enter as the End Date?
31-May-15
Filling out this field on the Account record allows reps and the marketing team to reach out to clients more effectively.
Primary Category
I am entering a listing sale; what number do I type in the Quantity field?
12
I am entering a product that is neither a listing nor an impression buy; what number do I type in the Quantity field?
1
How do I attach an email I am sending from my inbox to a contact in Salesforce?
BCC “My Email to Salesforce”
For help with troubleshooting or administrative changes in Salesforce, what piece of information should I always include?
URL of the affected record
What one key action sends information to accounting, production, and management teams and finalizes a sale for all internal purposes?
Changing Opportunity to Signed I/O(Closed Won)
What step in creating an I/O determines the terms and conditions that appear on the document?
Selecting a template
At what point are schedules automatically generated for a product?
When it is created on the Opportunity
Where is the Submit for Approval button?
On the top of the Opportunity page, or in the Approval History list further down the page
How do I create an activity in salesforce?
Scroll to the bottom while in the account information & click New Task or New Event to create a new activity.
How do I change an account into my name?
Click the account name. Next click the “Change” link in the Lead Owner field and type in your name & select “save”
