Salesforce Fundamentals Flashcards
What are the Salesforce core CRM objects??
Account Contact Lead Campaign Opportunity Case Solution User
How is the account object used?
Accounts can be created in Salesforce to store information about companies and individuals.
How is the contact object used?
A contact in Salesforce represents an individual associated with an account
How is the Opportunity object used?
Opportunities are used to store information about and track sales deals in progress.
How is the case object used?
The Case object can be used to store customers questions, feedback, or issues.
How is the solution object used?
A solution represents the description of a customer’s issue and its resolution
How is the user object used?
A user record is created to allow a person to log into Salesforce and access information
How is the campaign object used?
The campaign object is used to store information about a marketing effort such as a seminar
How is the lead object used?
A lead is a prospect that can be converted into an account, contact, and opportunity
How is the contact object used
A contact in Salesforce represents and individual associated with an account.
What objects in Salesforce support Opportunity Management
Opportunity Quote Product Price Books Forecasts
What objects represent an Activity?
Tasks and Events
What objects in Salesforce support customer support and case management?
Cases
Solutions
What objects in Salesforce support Marketing administration?
Campaigns and campaign members
What objects in Salesforce are used to track what happens after sale and potentially integrate with ERP systems?
Contracts
Assets
Order
Order Products
Which objects are used to represent field service capabilities?
Work Order
Work Order Line Items