Salesforce Basics

Front

What is Salesforce?

Back

A CRM system

Front

Which of the following is NOT a standard Salesforce object? Accounts, Contacts, Spreadsheets, Leads

Back

Spreadsheets

Front

What is the purpose of an Opportunity in Salesforce?

Back

To track potential sales or deals

Front

Which feature helps users automate tasks in Salesforce? Options: Reports, Workflows, Dashboards, Contacts

Back

Workflows

Front

Where can you find and edit existing records in Salesforce?

Back

Object records and list views

Front

How can you customize the information displayed in a Salesforce report?

Back

Use filters and sorting options

Front

What does converting a Lead in Salesforce do?

Back

Creates an Account, Contact, and Opportunity

Front

What is the benefit of using Dashboards in Salesforce?

Back

They provide real-time insights and visual reports

Front

What is the best way to quickly find a specific record in Salesforce? Options: Manually browse through records, Use the Global Search bar, Send a request to the admin, Export all data and search in Excel

Back

Use the Global Search bar

Front

How can users track their tasks and calendar events in Salesforce?

Back

By using the Task and Calendar features