WorksheetsSalesforce.com 101
Total questions: 20
Worksheet time: 19mins
Your user name for Salesforce.com is
firstnamelastname
Firstname.Lastname
Your full waterlogicusa.com email
Whatever you personalize it to be
You can customize what objects/tabs appear on your Salesforce.com navigation ribbon
True
False
An activity in in Salesforce that has a definitive start and end time is a/an:
Account
Event
Task
Opportunity
The Salesforce MANTRA is:
Make Waterlogic great again!
All Leads go into Salesforce!
Search before you enter!
If it is not in Salesforce, it didn't happen!
A great way to quickly navigate within a Salesforce record itself is to use:
DocuSign
Related Lists
List Views
A wing and a prayer
For accelerated learning and trailheads in Salesforce.com, access through:
Help & Learning
Video Tutorials
Dreamforce
Your Manager
What is the Salesforce.com GOLDEN RULE?
Make Waterlogic great again!
All Leads in Salesforce
Search before you enter!
If it's not in Salesforce.com, it didn't happen!
When entering leads, you should:
Enter the bare minimum for documentation and work the lead outside the system
Enter all applicable lead information available to you into Salesforce.com and throw away the business card
You should keep it in your pocket
Stop asking me about leads, you'll jinx me
In order to retain ownership in a lead, a lead owner must:
Have entered it in Salesforce.com
Have entered it in Salesforce.com and converted into an Opportunity within 90 days of creation
Have entered it into Salesforce.com and shown activity within the last 30 days
Have discussed the lead with their manager in email forecasts?
The trigger event that turns a Lead into an Opportunity (and related Account and Contact) is the:
The IPP
The Voicemail
The Drop By
The Intro Appointment
It's best practice to name your Opportunities...
The same as the Account name so you know they are linked
A unique name so its easily searchable and identifiable
"Water" if its water, "Ice" if its Ice, "Coffee" if its coffee
All your name to increase account ownership visibility
After converting your Leads to Opportunities, you will land on the
Account, so you will need to navigate to the Opportunity to document the activity/Intro Appointment
Contact, so document all the Activity there
Account, so document all the Activity there
Opportunity, so document all the Activity there
In order to progress the Opportunity past Appointment, you need to add:
Activities
Appointments
Products
Events
You don't need to worry about updating close dates on your Opportunities as long as they are in the future.
True, as long as close dates are in the past, they are not overlooked Opportunities
False, accurate close dates result in accurate forecasts and pipelines for sales and inventory.
The Term you designate in your Opportunity Detail must match the Term in your chosen:
Event
Product
Price Book
TCV
You only need to submit Opportunities for approval when
You are pricing below minimum pricing
You are pricing 10% or more below minimum pricing
You are selling equipment not in the current generation suite of products
You must always submit Opportunities for approval. If you are pricing above minimum and all other factors are normal, approval will be instantaneous.
ACV stands for:
Annual Contract Value
Actual Contract Value
All Closed Value
All Closed Variance
The preferable method of Docusign is:
Handwritten documents uploaded to DocuSign
DocuSign via email
In-Person Capture on your iPads with WiFi Connectivity
In-Person Capture on your iPads without WiFi Connectivity
To properly At-Mention through Salesforce.com
use the "@" symbol then type in the group or person's name
type in "At mention" then the group or person's name
just type in the group or person's name
use the "@" then type in the group the person's name until you see their linked name come up then select them from the drop down list to activate the "At-mention" functionality.
If you need help with Salesforce.com, first turn to
Your Training Manual
Your Manager
The Help Desk
Lisa Barney
