Personas

Question 1

sales Cloud: What’s the most observed behavior of a Sales Leader?

Answer 1

Manages and trains sales reps on processes and tools.

Question 2

sales Cloud: Who preps and attends meetings and demos and closes deals?

Answer 2

Deal Closer

Question 3

sales Cloud: What is the most observed behavior of a Data Expert?

Answer 3

Views and creates reports and dashboards

Question 4

sales Cloud: Who is the main persona to qualify leads?

Answer 4

Pipeline Builder

Question 5

sales Cloud: Which persona spends most of their time maintaining and upselling existing accounts?

Answer 5

Trusted Advisor

Question 6

Service Cloud: Which task do all personas perform?
Troubleshooting customer issues
Customizing and administering Salesforce
Creating reports and dashboards
Changing ownership of a case

Answer 6

Troubleshooting customer issues

Question 7

Service Cloud: Which persona customizes Salesforce? 
Case solver
Expert Agent
Team Leader
Service Admin

Answer 7

Service Admin

Question 8

Marketing Cloud: Marketing Managers spend about 3 hours per day in Salesforce. They spend most of this time:

Coordinating cross-channel messaging, cadence, and customer journeys
Approving content
Analyzing campaign metrics

Answer 8

Marketing Cloud: Strategic Leaders spend about 2 hours per day in Salesforce. They spend most of this time:

Reviewing dashboards to understand customer engagement and ROI
Approving content for major campaigns

Question 9

Marketing Cloud: The Marketing Specialist spends about 5 hours per day using Salesforce. They spend most of this time:

Executing on the marketing plan
Developing, scheduling, and sending marketing communications
Analyzing data to drive decisions
Monitoring campaigns

Answer 9

Designer-Developer creates and codes marketing assets.
They spend most of this time:
Designing marketing assets
Coding and testing emails
Coordinating approvals across current marketing assets

Question 10

Marketing Cloud: IT Services employee supports marketing data operations.

Answer 10

They spend most of their time with Salesforce:

Managing infrastructure for the organization
Creating APIs for data for the Marketing Cloud
Debugging automations and journeys.

Question 11

Experience Cloud:  Which persona manages member access and configures platform settings?
Site User
Community manager
Site Admin
Site Builder

Answer 11

Site Admin

Question 12

Experience Cloud:  Which persona provides member support and manages content in the communities?
Site user
Community Manager
Site Admin
Site Builder

Answer 12

Community manager

Question 13

Experience Cloud:  Which persona customizes the look and feel of communities?
Site user
Community manager
Site Admin
Site Builder

Answer 13

Site Builder