Salesforce Basics

What is Salesforce?

• A CRM system

• An RCM system

• An app on your laptop

• A Chrome extension

What percentage of DI uses Salesforce?

• About 50%

• About 60%

• About 80%

• 100%

What is an object in Salesforce?

• A material thing that can be seen and touched

• A table that stores information

• The actual data

• Details relating to records

What is a record in Salesforce?

• Tables that store particular information

• Where all of the objects are housed

• What my dad uses to listen to music

• The actual data associated with the object

What is a field in Salesforce?

• The details relating to the record

• An outdoor space to grow corn

• The actual data associated with the object

• Where all of the objects are housed

Where do objects live in Salesforce?

• In an App

• On a record

• In a house

• On a field

What type of objects are included with Salesforce?

• Basic Objects

• Functional Objects

• Custom Objects

• Standard Objects

Where can you find related accounts?

• On the account's page

• Within the account hierarchy

• In the universal search bar

• Both on the account's page and in the hierarchy

How many reports and dashboards can you subscribe to in total?

• Two

• Three

• Four

• Five

If you want to use someone else's report, what should you do first?

• Edit the filters

• Move the columns around

• Save as a copy

• Rename it and move it to your folder