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Salesforce Platform App Builder > Salesforce Fundamentals > Flashcards

Salesforce Fundamentals Flashcards

1
Q

What are the Salesforce core CRM objects??

A 
Account
Contact
Lead
Campaign
Opportunity
Case
Solution
User
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2
Q

How is the account object used?

A

Accounts can be created in Salesforce to store information about companies and individuals.

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3
Q

How is the contact object used?

A

A contact in Salesforce represents an individual associated with an account

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4
Q

How is the Opportunity object used?

A

Opportunities are used to store information about and track sales deals in progress.

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5
Q

How is the case object used?

A

The Case object can be used to store customers questions, feedback, or issues.

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6
Q

How is the solution object used?

A

A solution represents the description of a customer’s issue and its resolution

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7
Q

How is the user object used?

A

A user record is created to allow a person to log into Salesforce and access information

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8
Q

How is the campaign object used?

A

The campaign object is used to store information about a marketing effort such as a seminar

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9
Q

How is the lead object used?

A

A lead is a prospect that can be converted into an account, contact, and opportunity

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10
Q

How is the contact object used

A

A contact in Salesforce represents and individual associated with an account.

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11
Q

What objects in Salesforce support Opportunity Management

A 
Opportunity
Quote
Product
Price Books
Forecasts
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12
Q

What objects represent an Activity?

A

Tasks and Events

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13
Q

What objects in Salesforce support customer support and case management?

A

Cases

Solutions

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14
Q

What objects in Salesforce support Marketing administration?

A

Campaigns and campaign members

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15
Q

What objects in Salesforce are used to track what happens after sale and potentially integrate with ERP systems?

A

Contracts
Assets
Order
Order Products

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16
Q

Which objects are used to represent field service capabilities?

A

Work Order

Work Order Line Items

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17
Q

How do business accounts and person accounts differ?

A

Beusiness accounts can be created for B2B needs while person accounts can be created for individual customers

18
Q

Describe person accounts

A

Person accounts combine certain account and contact fields into a single record and must be enabled by Salesforce support

19
Q

Describe social accounts

A

Social accounts allow linking accounts to social network profiles and viewing activity/feeds.

20
Q

T/F - A business account can be merged with a person account

A

False

21
Q

T/F A person account can be merged with a business account

A

false

22
Q

Describe Account Hierarchy

A

Account Hierarchy allows storing parent-child relationships between companies

23
Q

How many child accounts in an account hierarchy are displayed in Salesforce Classic?

A

up to 500

24
Q

How many child accounts in an account hierarchy are displayed in LEx?

A

up to 2000

25
Q

Describe an account team

A

An account team can be created to allow a team of users who work together on an account to easily collaborate and track progress.

26
Q

Describe Contact Roles

A

Contact roles can be used to specify the part that each contact plays in an account

27
Q

How can the Account Lifecycle be managed?

A

using the Path feature in LEx

28
Q

T/F - Person Accounts are stored as both an account and a contact

A

True

29
Q

How can contacts be created?

A

From the accounts detail page
Contacts tab
Import from a mobile device using the Salesforce app

30
Q

Describe a private contact

A

A contact that is not associated with an account

31
Q

How can Contacts to multiple accounts be created?

A

It must be set up by the admin

32
Q

Describe Contacts to Multiple Accounts

A

Relating a contact to multiple account using the “Related Accounts” related list on the contact’s detail page

33
Q

Describe Social Contacts

A

Social Network profiles can be linked with contact records in Salesforce

34
Q

T/F - Emails can be sent to a group of contacts at the same time

A

true

35
Q

T/F - Responses from Mass Emails sent from Salesforce can be tracked in Salesforce

A

True

36
Q

T/F - Org chart is enabled for LEx

A

False

37
Q

What must be populated in order for Org Charts to display?

A

the “Reports To” field on the contact detail page

38
Q

Where can contacts be merged?

A

from the “Contacts” related list of an account.

39
Q

How many contacts can be merged?

A

Up to 3, one must be selected as the master record

40
Q

What is a contact role?

A

Contact roles can be set up to specify the part that each contact plays in an account, case, contract, or opportunity.

41
Q

Describe Contact Hierarchy

A

Contact Hierarchy can be set up in Lightning Experience to show contacts on an account in a hierarchy

Salesforce Platform App Builder (6 decks)

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