Salesforce Refresher 2.18.2022
Salesforce Navigation Essentials
Welcome to the Salesforce Refresher Quiz! This quiz is designed to enhance your understanding of using Salesforce effectively and efficiently. Whether you are a new user or just need a quick refresher, this quiz will cover essential aspects of Salesforce navigation and operations.
Key features of the quiz:
- Assess your knowledge on email and contact management.
- Learn to navigate the Salesforce interface.
- Understand best practices for recording participant information.
How do record someone's email in the system when they do not have one?
Should two people in the system have the same email?
No
Yes
Check all Object types on the Navigation bar in Salesforce.
Campaigns
Participant Business Accounts
Contacts
Home
Reports
How many locations in Salesforce can you submit a support alert from?
1-2
2-3
3-4
4-5
5-6
6-7
7-8
If you have an issue with Salesforce how should you ask for help? *This DOES NOT include if you are locked out of the system.
When searching for an Account or Contact in the universal search bar, what should you hit after typing the name of what you are searching for in the universal search bar?
Should a participant have multiple Contact records? Can we merge Accounts? (Hint: it's the same answer)
Yes
No
Should/can a participant have multiple Prospect records?
Yes
No
{"name":"Salesforce Refresher 2.18.2022", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Welcome to the Salesforce Refresher Quiz! This quiz is designed to enhance your understanding of using Salesforce effectively and efficiently. Whether you are a new user or just need a quick refresher, this quiz will cover essential aspects of Salesforce navigation and operations. Key features of the quiz: Assess your knowledge on email and contact management. Learn to navigate the Salesforce interface. Understand best practices for recording participant information.","img":"https:/images/course5.png"}
More Surveys
Training
10520
Questionnaire
3226
Knowledge
6333
Account Management
5223
Let's know more about you
4269
Purchasing Document Menu Search Filter
3227
Skills
1169
SWOT analysis
5225
Coach application
1366
IATSE 320 Training Survey
7427
The Importance of Learning Cultural Intelligence and Body Language in the Hospitality Sector
301533
ICQA Auditor Application
63114