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