Salesforce CRM Basics Exam Practice Questions and Answers
2 views 0 purchase
Course
Salesforce
Institution
Salesforce
Salesforce CRM Basics Exam Practice
Questions and Answers
What are the three key account-contact relationships? - ANSWER-Contacts to multiple accounts
Account Hierarchies
Account Teams
What is the value of creating account hierarchies? - ANSWER-It simplifies the connection, access and
use of ...
What is a Location-Specific Accounts? Pros and cons? - ANSWER✔✔-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? - ANSWER✔✔-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.
What is a record type and why do we care? - ANSWER✔✔-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.
Why would team selling be a strong related list to include in opportunities? - ANSWER✔✔-So we can
easily see (as users) who is involved in a deal, in what capacity, and take action quickly. This also closes
the communication loop and eliminates unnecessary questions via email in most cases
What are criteria-based lead assignment rules? - ANSWER✔✔-rules designed to automatically assign
leads to users based on criteria you set forth. Eliminates further manual work to reassign leads
Most important step in creating a report? - ANSWER✔✔-Choosing the correct report type
Page 2/7
The benefits of buying summaries with Stuvia:
Guaranteed quality through customer reviews
Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.
Quick and easy check-out
You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.
Focus on what matters
Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!
Frequently asked questions
What do I get when I buy this document?
You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.
Satisfaction guarantee: how does it work?
Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.
Who am I buying these notes from?
Stuvia is a marketplace, so you are not buying this document from us, but from seller Emillect. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy these notes for $11.49. You're not tied to anything after your purchase.
