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WorksheetsTRENDS Salesforce Guidelines Quiz
Total questions: 15
Worksheet time: 11mins
When does an Opportunity need to be documented?
When there's already a proposal
The moment it's identified
At 50% closing probability
When it's only convenient
When naming an Opportunity, which is NOT a standard convention?
Customer Project Name
Product Name
Technology Use Case
Customer Name
Before creating/tagging an Account to a new Opportunity, what do you need to make sure of?
Ensure there are duplicate accounts
Make sure to indicate the account contacts
Ensure there are no duplicate accounts
Make sure the account is PRO TRENDS
What should I do when my contact transfers to another company?
Write it in my notebook/planner
Update my contact's account on Salesforce
Update my excel customer monitoring sheet
Keep it in my reliable memory
Which files should I link from OneDrive to my Salesforce Opportunities?
All files that are relevant to the customer opportunity
All files including pictures of my pets
Only the files that have large data sizes
No, I should not link any files from OneDrive to Salesforce.
The customer informed me that their budget was cut and can no longer afford to purchase. How should I update my Opportunity in Salesforce?
Move the projected close date to next year
I don't have to update because it's not on Salesforce
I don't have to update because I'm certain they will have the budget next year (or three years).
Mark the Opportunity as Closed Lost
Which Activities do I have to update on Salesforce?
Just the activities with good results
All activities including my afternoon naps
All relevant work activities
No activities, because I will use Sharepoint DAF.
What's Salesforce Chatter for?
For updating all my work related activities and tasks
For making chika with my friends at work
For casual updates and collaborating with my teammates
For updating my teammates about which food I ate at lunch
What is TRENDS' Salesforce sub-domain?
Trends
TGI
Trends and Technologies
Trendzzz
Where should I upload my Proposals?
facebook.com
srmsv3.trends.com.ph
salesforce.com
proposal.trends.com.ph
My internet has poor intermittent service and I'm having a hard time updating Salesforce. What else can I do?
Just give up and accept the situation
Use the Salesforce Mobile App
Change internet service provider
Ask a work friend to use my salesforce on my behalf
I have an issue with Salesforce. Who should I contact for support?
email rtgallega@trends.com.ph or krvalentin@trends.com.ph
Chat Jay Marc Verzosa via MS Teams
Google: How to Salesforce
email salesforce_support@trends.com.ph
Where can I quickly view all the Tasks I've accomplished during the day?
Daily Task Report Tab
Opportunities Tab
Accounts Tab
Chatter Tab
How can I view all my Opportunities segmented into each pipeline stage in a single view
Where can I view and analyze all my Tasks in a day, week, and the total time spent for these activities?
Opportunities
Daily Task Report
Tasks Report
Tasks Dashboard
