WorksheetsSalesForce
Total questions: 11
Worksheet time: 4mins
Salesforce is our (CRM)
Customer Relationship Management System
Consumer Relationship Management System
Creative Relationship Management System
Customer Reliable Management System
First thing you do when you take a case?
Work the case
Take Ownership
Merge the case
Transfer the case
Previous case notes are found in which section of Salesforce?
Case Details
Related Records
Interaction History
Related Cases
What case note template do we use?
Case Notes > Pending
Case Notes > Test
Case Notes > MXP (General)
Case Notes > Tier 3 General
What are the most commonly used views in Salesforce that we use?
Knowledge
Opportunities
Home
Case
Classic
Lightning
Case
Knowledge
Clicking on this hyperlink will take me to the Business Account page
Opportunity
Details
Account Name
Decision Maker
What are the 3 views of Salesforce?
Home
Knowledge
Dispatch
Cases
Where on Salesforce can you find details about the business?
Knowledge Based Article
Case History
Case Details
Business Account Page
How can you search a KB while working a case?
Using the top search bar
Opening a new window to search
On the case right hand side search bar
What does SFDC Stand for?
Salesforce Data Center
Salesforce Data Company
Salesforce Document Center
Salesforce Dot Com
What is our workflow/process tool
Knowledge Based articles
Knowledge Articles
Articles of Knowledge
Article Based Knowledge
