Salesforce CRM Basics Questions And Answers Rated 100% Correct
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Course
Salesforce CRM Basics
Institution
Salesforce CRM Basics
What are criteria-based lead assignment rules? - ️️rules designed to automatically
assign leads to users based on criteria you set forth. Eliminates further manual work to
reassign leads
What is a record type and why do we care? - ️️The record type is how you link a
particular page layo...
Salesforce CRM Basics
What are criteria-based lead assignment rules? - ✔️✔️rules designed to automatically
assign leads to users based on criteria you set forth. Eliminates further manual work to
reassign leads
What is a record type and why do we care? - ✔️✔️The record type is how you link a
particular page layout and sales process to a type of product. Record types determine
which types of sales opportunities pass through which sales process.
What is the value of creating account hierarchies? - ✔️✔️It simplifies the connection,
access and use of multiple related, yet different, accounts for your users. Think
CareerBuilder, how many accounts fell under a parent account? How miserable would it
have been to try and manage them all separately?
What is a global enterprise account? Pros and cons? - ✔️✔️A single master account
for which every contact, opp, case, etc. is linked.
Using one global account makes it easy to find that account's records and to report on
that account at the enterprise level. But it's harder to manage a large mass of
information, and not being able to easily view the big picture might make it hard to see
what each location needs from you for your relationship to be successful.
What are the three key account-contact relationships? - ✔️✔️Contacts to multiple
accounts
Account Hierarchies
Account Teams
What is a Location-Specific Accounts? Pros and cons? - ✔️✔️Establish accounts for
each location and create contacts, opportunities, cases and so on separately for each
location.
With this option, you maintain more accounts and need to set up a few more complex
reports to get the big picture. But using multiple accounts means you can take
advantage of account ownership, hierarchies, specific sharing settings, and more
granular reporting. You can also more easily track and report on opportunities, cases,
and other interactions for each account.
Is it possible to have multiple sales processes? - ✔️✔️Yes of course. You can establish
a different sales process in a number of ways, ranging from product type, to market
size, to geo region.
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