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Sales Force Quiz

Generate an image displaying a sales professional working on a laptop with the Salesforce interface on the screen, surrounded by flowcharts, sales metrics, and visual aids representing sales opportunities.

Sales Force Mastery Quiz

Test your knowledge of Salesforce with our comprehensive quiz designed for sales professionals! This quiz covers essential concepts and practical scenarios tailored for anyone looking to deepen their understanding of Salesforce functionalities.

11 engaging questions
Multiple choice and open-ended questions
Assess your familiarity with key Salesforce terms

11 Questions3 MinutesCreated by SellingStar245

Type your Name

In your own words, what is an Opportunity/Proposal in SalesForce?

What is a “Product” in Salesforce? You can explain or list examples

What is the correct Hierarchy in Sales Force?

Opportunity, Case, Account

Account, Case, Opportunity

Account, Opportunity, Case

In Salesforce, what is the equivalent to CRM’s “Invoice Products?”

Where can you find the documents for a client in SalesForce?

Can you view the Pricing Structure from an Account view? (CDP, Tiered, Interchange,etc)

Yes

Are the notes from the Case the same as the notes on the Opportunity/Proposal?

Yes

How would you mark a Task as completed?

Changing the Status to complete

Entering a Completed date

Check the box by the Task

Marking the Case as completed

Log in to Salesforce and find the Opportunity/Proposal for client by the name of Beyond the Bowl (MID ending in …697). How many cases are still open for this account?

What is the “Subject” of the oldest case in the “Close Cases” for this same account?

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