LearningCurv | CRM Fundamentals for Lightning Experience

Salesforce is a CRM. What does CRM stand for?

• Critical Reading Management

• Customer Response Management

• Customer Relationship Management

• Connect-Relate-Motivate

What does a CRM do?

• Color-codes your Rolodexes

• Manages your critical customer information in one place

• Organizes your customers by their favorite foods and vacation spots

• Computifies

Which of these are NOT Standard Salesforce Objects?

• Accounts

• Contacts

• Opportunities

• Prospects

What features are available using the Kanban view?

• Move deals between stages using drag and drop functionality

• Quickly create filters to display relevant data

• Visualize deals at each stage in the sales cycle

• Setup alerts to notify you when action is needed on a key deal

Which of these defined relationships has a valid Person to Company relationship?

• Leads to Accounts

• Prospects to Accounts

• Users to Accounts

• Contacts to Accounts

Where are Default Account teams enabled?

• In Setup

• In Personal Settings

• On the Account teams related list displayed on the Account record page

• Submitting a case to Salesforce support

When converting a lead, what are the three object records that are created?

• Account, Contact, Task

• Opportunity, Contact, Converted Lead

• Account, Contact, Prospect

• Account, Contact, Opportunity

How many related objects can be included when creating a Custom Report Type?

• 2

• 4

• 3

• 5

What is the purpose of a Cross-Object Filter?

• Extend report types to objects related to original object

• Customize filter logic

• Extend report types to objects related to External objects only

• Extend report types to objects related to Custom objects only

Which source reports CANNOT be added to dashboard components?

• Joined Reports

• Summary Reports

• Tabular Reports

• Matrix Reports

• Historical Trend Reports