Sales and Marketing Applications

Question 1

Contacts without Accounts (called _____) are hidden from all other users except the owner

Answer 1

Personal Accounts

Question 2

Which field is used to establish account hierarchy?

Answer 2

Parent Account Field

Question 3

_____ help multiple users better collaborate on accounts by defining a role and setting record-level access individually

Answer 3

Account Teams (Setup)

Question 4

Where does a user setup default Account Teams and Opportunity Teams?

Answer 4

Personal Settings

Question 5

____________ are temporary groups
____________ are long term relationships

Answer 5

Opportunity Teams, Account Teams

Question 6

_________ can link Contacts to Opportunities, even if they’re linked to another account

Answer 6

Contact Roles

Question 7

Enable opportunity splits to give credit to team members using ____ and _____

Answer 7

Revenue Splits, Overlay Splits (Setup)

Question 8

______ shows at a glance where the record is in the sales process

Answer 8

Path (Setup)

Question 9

Select ___________ in a users profile to grant permission to create Campaigns

Answer 9

Marketing User

Question 10

Use _______ field to establish campaign hierarchy

Answer 10

Parent Campaign Field (a lookup field)

Question 11

What are the three types of campaign members?

Answer 11

Leads, Contacts and Personal Accounts

Question 12

Enable ____ to understand how your campaigns are affecting your opportunity pipeline

Answer 12

Campaign Influence (Setup)

Question 13

______ guide users and help them stay focused on important tasks

Answer 13

Path (Setup)

Question 14

Create two different Sales Processes on the opportunity object using _____

Answer 14

Record Types (Object Manager)

Question 15

____ let you offer different sales processes, picklist values and page layouts

Answer 15

Record Types

Question 16

Determines which fields are displayed on your record

Answer 16

Page Layouts (Object Manager)

Question 17

Using different record types allows you to apply multiple ____ per object

Answer 17

Page Layouts

Question 18

Use ____ to differentiate your product sales from your service sales

Answer 18

Record Types

Question 19

After creating a Sales Process (Setup) associate it with one or more opportunity ________ to apply it to new opportunities

Answer 19

Record Type

Question 20

Create new sales process

Answer 20

Create new sales process (Setup)
Add picklist values to Opportunity record type field (Object Manager)
Create record types for each process
Apply page layouts to each record type

Question 21

Enable ____ to show different combinations of products, discounts and quantities

Answer 21

Quotes (Setup)