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Salesforce Terminology 101 Flashcards | StudBud
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Salesforce Terminology 101
Salesforce Terminology 101
10 terms
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StudBud Administration
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A Salesforce training quiz to help learn Salesforce terminology
Flashcards
10 cards
F
Practice quiz
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Host live
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Questions
10
Answers
1
The record used to log your conversation and meeting notes in Salesforce.
Task
Activities
Case
Asset
2
All communication or appointments with a contact. Used to log calls, assign tasks & send emails
Lead
WEX Sales process
Activities
Opportunity
3
Which of the following are transforming the customer experience?
Robotics
GoDaddy
Blockchain
Artificial intelligence
4
Provides a graphical representation of Reports.
Libraries
Activities
Dashboard
Task
5
CRM stands for
Customers Rarely Matter
Customerrelationship management
Costs Ridiculous Money
Copy relevant memos
6
Leads are Persons that we are NOT doing business with
True
False
7
The ____ record contains information about an individual associated with a specific account.
Asset
Client
Case
Contact
8
Opportunities are tied to ACCOUNTS
True
False
9
The ______ information is useful for creating a sales funnel and monitoring the pipeline.
Lead
Activities
Opprotunity
Task
10
Unqualified prospect that goes through a qualification process before becoming a true Account.
Lead
Opprotunity
Contact
Asset
