Exam (elaborations)
Salesforce Test Questions and Answers 2024
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Exam of 4 pages for the course salesforce at salesforce (Salesforce Test)
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Salesforce TrainingAccount – answer o The company you are working with
o You can group account by parent and child, subsidiary....
o When companies get acquired, we can track that through salesforce
Create an Opportunity process - answer1. Hover to button that says "Opportunities"
2. Click "New Opportunities" button
3. Choose Record type
4. Fill out specific required fields
5. Click save when done
6. Then brings you to Opportunity page layout
7. Fill out Invoice Contact Information section
8. Fill out Contact Info section
9. Choose and add a product
10. Put any additional information
Record types: 5 different - answer§ Different areas of the business that we sell to
§ Example: ABM, marketplace (content syndication part of the business)
§ Example: SaaS Akkroo that strictly focuses on events (not the main Integration
product)
§ Ex: Demand Partners, companies that have a subscription with us
§ Ex: SaaS Marketer, any sort of orchestrate deal
Invoice Contact Information section - answer§ When you need paperwork, contract or
sales order then this section needs to be filled out
§ Usually purchased by and shipped to is same contact
· Add contact name and click magnifying glass to see further contact detail and press
save to have the rest automatically put in
§ You can update contact info by going to the contact record page, editing it and when
saved, press Sync Contact Info for it to update on your Opportunity Detail layout page
Contact Info section - answer§ Required as you are further in the sale cycle
§ Renewal terms, there are 2 (either manual or auto)
§ Billing cycle are annual (1 invoice), semi annual (2) and quarter (invoice every
quarter)
§ Contract Start and End date (self-explanatory)
Adding a product - answer· Choose the type of product from the list
· Updating Product Level
o Sales Prices, Quantity, Description details (Ex: how many records)
o Sale Type (Ex: New business, expansion, cross sell, upsell, renewal, pilot)
o Add start and end date
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