Standard Objects Flashcards
What type of relationship does Campaign and Leads object have?
Junction Object Relationship
What is the tool that is used to capture the leads from website?
Web to Lead
What is the # of limits on leads that Salesforce can handle per day?
5,000 leads per day
What automation can you create to assign leads to specific end users based on field values in the Leads records?
Lead Assignment Rules
What are the entries that Lead Assignment Rules specify?
Sort Order which determines the order of evaluation of rule entries.
Entry criteria which determines that the response will be sent through which rule entry.
Name of the user/queue to which the record should be assigned.
Email template which will be used to send the response.
This standard object acts as the parent object of Contacts, Opportunities, and Cases.
Accounts
True or Fales: Account Merge allows up to two account records to be merged.
False, Account Merge allows up to THREE account records to be merged.
Which Account object type fits the B2C business model?
Person Account Object - You can think of this as combining Accounts and Contacts in B2B business model.
What is the meaning of private contact?
It means the contact record is not linked to any Account records
What is opportunity Teams?
When more than one user is involved in a deal, opportunity Teams can be created.
What is Contact Roles?
You can setup specific roles for multiple contacts under one opportunity to define who Sales needs to contact on which part of the opportunity process.
What is the limit on the number of Key Fields display at the top of the opportunity record page?
Five
Which Case feature allows customers to submit case records online?
Web-to-Case
Which feature enables Case records to be automatically created when an email is sent to pre-configured email addresses?
Email-to-Case
Which feature allows the sending of an email to respond when Cases have been received in the Salesforce Lightning Platform?
Auto-Response Rules