Trailhead Week 2 - Thursday

Question 1

Activities include tasks ,_______, and calendars.

Answer 1

events

Question 2

Track tasks and meetings together in ________________________ to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.

Answer 2

lists and reports

Question 3

Tasks

Answer 3

Easily relate every task to records for leads, contacts, campaigns, contracts, and other information that you need

Question 4

Events and Calendars

Answer 4

track meetings with customers, prospects, and colleagues
- Drill down from events to related records, feeds, files, contracts, and more. You can also track events in reports.

Question 5

Activity Timeline

Answer 5

track your activities in the activity timeline.
- The activity timeline is supported for accounts, cases, claims, contacts, contracts, insurance policies, leads, opportunities, and activity-enabled custom objects.

Question 6

Activity Reminders and Notifications

Answer 6

You can customize reminders in your personal settings in both places.

Question 7

Activities Reports

Answer 7

Run standard or custom reports that display details about your tasks or events and their related contacts, accounts, opportunities, and other associated records.

Question 8

Work with the Dynamic Activity Composer

Answer 8

The dynamic activity composer gives reps activities at the click of a button and offers more choices than the tabbed activity composer.

Question 9

Always associate _______ with an account.

Answer 9

contacts

Question 10

What two types of account-contact relationships can you see in Contacts to Multiple Accounts?

Answer 10

Parent and sibling

Question 11

How do you set up the account hierarchy?

Answer 11

Direct & indirect

Question 12

Who should be on your personal Default Account Team?

Answer 12

Coworkers you usually work with on your accounts

Question 13

_____ are people and companies that you’ve identified as potential customers

Answer 13

Leads

Question 14

When you qualify a lead, you can convert the lead record into an ___________ .

Answer 14

opportunity

Question 15

______ are deals in progress

Answer 15

Opportunities

Question 16

Which of the following can you expect from opportunity teams?

Answer 16

They share info, tips, or contacts to help close the deal

Question 17

What type of split do you use to credit a supporting team member who wasn’t directly responsible for the revenue on an opportunity?

Answer 17

Overlay Split

Question 18

An _______ split gives you a way to credit supporting team members.

Answer 18

Overlay Split
- It can total any percentage of the opportunity amount, including a percentage over 100%, and it doesn’t count toward the revenue split on the same opportunity.

Question 19

_____ __________ highlight the information you need the most when you open a record, so you don’t have to switch tabs or scroll around to find critical data.

Answer 19

Key Fields

Question 20

Use the Path to update the record’s status by clicking ______ _______ ___ __________ to move the record to the next step on the path.

Answer 20

Mark Status as Complete

Question 21

By default, the Kanban for opportunities is organized by ______.

Answer 21

Stage

Question 22

Each ________ represents one stage.

Answer 22

column

Question 23

Kansan view shows a summary of the deals in each column based on the sum of the _________ of each column’s opportunities.

Answer 23

Amounts

Question 24

Which one of these actions isn’t a valid way to update the status of a lead?
a. Click “mark Status as complete” in Path
b. Click the desired step on Path, then click “mark current status”
c. View the lead record, chick “edit” and change the status field.
d. Change the Kenban settings Group By to “status”. Drag the record to a different column.
e. In any list view, click “shuffle” to change up every record status

Answer 24

e. In any list view, click “shuffle” to change up every record status

Question 25

You have a dozen open opportunities from different companies, but when you check the Kanban view of your All Open Opportunities list, you only see opportunities for one account. What should you do?

Answer 25

Checkte filter panel to see if records are being filtered out