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Salesforce User Basics - Module Questions and Answers 2024 $13.99   Add to cart

Exam (elaborations)

Salesforce User Basics - Module Questions and Answers 2024

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  • Salesforce
  • Institution
  • Salesforce

Salesforce User Basics - Module

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  • November 5, 2024
  • 4
  • 2024/2025
  • Exam (elaborations)
  • Questions & answers
  • Salesforce
  • Salesforce
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julianah420
Salesforce User Basics - Module

After verifying a lead is qualified, converting the Lead creates what? - answer An
Account with a linked Contact and Opportunity

Collaborating in Salesforce is helpful for: - answer Building online, searchable content
source over time
Collaborating in context on individual deals and records
Crowd sourcing expertise from across your company
Creating groups, following people/topics, asking questions

What does CRM stand for? - answer Customer Relationship Management

When converting a lead, the following three records are created: - answer Account
Contact
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
Quickly see more details about an activity or contact

Using the Switcher, you can... - answerMove between Lightning and Classic on demand

For the standard login process, the URL for logging into Salesforce is... -
answerlogin.salesforce.com

Key features of the Home Page include: - answerAssistant
News
Performance Chart
Upcoming events
Today's tasks
Recent records
Top Deals
Completely customizable by the admin

Salesforce Administrators - answerTrusted advisors, help find best way to optimize SF
Design automated process to help work faster/smarter
Help you adopt new features
Design and deliver training

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