Salesforce Basics

Salesforce Basics

Assessment

Flashcard

Professional Development

Practice Problem

Hard

Created by

Wayground Content

FREE Resource

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10 questions

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1.

FLASHCARD QUESTION

Front

What is Salesforce?

Back

A CRM system

2.

FLASHCARD QUESTION

Front

Which of the following is NOT a standard Salesforce object? Accounts, Contacts, Spreadsheets, Leads

Back

Spreadsheets

3.

FLASHCARD QUESTION

Front

What is the purpose of an Opportunity in Salesforce?

Back

To track potential sales or deals

4.

FLASHCARD QUESTION

Front

Which feature helps users automate tasks in Salesforce? Options: Reports, Workflows, Dashboards, Contacts

Back

Workflows

5.

FLASHCARD QUESTION

Front

Where can you find and edit existing records in Salesforce?

Back

Object records and list views

6.

FLASHCARD QUESTION

Front

How can you customize the information displayed in a Salesforce report?

Back

Use filters and sorting options

7.

FLASHCARD QUESTION

Front

What does converting a Lead in Salesforce do?

Back

Creates an Account, Contact, and Opportunity

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