Exam (elaborations)
Salesforce User Basics Questions and Answers 2024
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Salesforce User Basics
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Salesforce User BasicsCollaborating in Salesforce is helpful for - answer building an online, searchable content
source over time. Collaborating in context on individual deals and records.
Crowdsourcing expertise from across your company and creating groups, following
people and topics, and asking questions.
CRM stands for - answer Customer Relationship Management
When converting a lead, the following three records are created - answer Contact,
account and opportunity
Using opportunity workspace, you can - answer View details on any opportunity,
including activity history and next steps. Log calls, create task, and send emails. Get
coaching details with customizable sales path and quickly see more details about an
activity or a contact
Using the switcher, you can - answer Move between Lightening Experience and
Salesforce Classic, on demand
For the standard login process, the URL for logging in to Salesforce is -
answerlogin.salesforce.com
Key features on the Home page include - answerAssistant, news and performance
charts
Salesforce admins - answerServe as trusted advisor, helping you find the best ways to
optimize Salesforce, design automated processes to help you work faster and smarter,
help you adopt new features, design and deliver training
To reset your password through the standard process, you should - answerClick the
'Forgot Your Password?' link
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