Salesforce quiz

What is the purpose of clearing the Salesforce cache?

• Improve system speed and responsiveness
• Reset all Opportunity records
• Update the sales forecast report
• Sync Contacts with Campaigns

Data is froze or not appearing in Salesforce, how do I clear Cache

• Click user Icon - Settings - Advanced - Clear Cache Data
• Contact Your Manager
• Hope that it works later
• None of the above

BDR Lead doesn't include Contact name or email?

• Opportunity - Related - Quote
• Account - Related Quick Links - Contacts - New
• Call your manager
• Contact IT

BDR assigned opportunity to the Wrong Colleague

• Call IT
• Contact my manager, manager has access to reassign 2
• Complete the sale manually
• Option None of the above4

What are the steps when changing servers from RTX Sandbox to RTX Production environments?

• Profile - change account - add new account - select RTX Production environment - top left back arrow
• Change account - Profile - add new account - select RTX Production environment - top left back arrow
• Change account - Profile - add new account - select Production environment - top left back arrow
• Contact IT

What do you do when this error appears?

• Clear your Cache
• Shorten the name to under 35 characters
• throw the tablet out the window
• Call IT

Is it required to have a phone number and email when entering a new lead?

• Yes
• No

Which email should be used when using Employee Referral as your lead source?

• Customer Email
• Primary User Email
• Branch Email
• Technician Primary Email

You are trying to input a new lead, what tab should you be in?

• Accounts
• Opportunities
• Leads
• None of the Above
• Contacts

What happens when a Lead is converted in Salesforce?

• It is archived for reporting purposes
• It becomes an Opportunity, along with an Account and Contact
• It is deleted and replaced with an Opportunity
• It automatically generates a Quote

What happens if a Lead is converted but there is already an existing Account with the same name?

• A duplicate Account is created
• The Lead cannot be converted
• The new Contact is added to the existing Account
• The Opportunity is merged with an existing Contact Creating Opportunities

How do I add a new contact to an Existing Account?

• Opportunity - Related - Quote
• Opportunity - Related Quick link - Opportunity Location
• Account - Related Quick Link - Contact - New
• None of the Above

An opportunity can exist without an associated account?

• True
• False

How do you create an new opportunity if an account already exists?

• Account Tab - Opportunity Management
• Opportunity Tab - Related Quick Links
• Opportunity - Related
• None of the Above

What should a sales rep do if an Opportunity is no longer viable?

• Change the Stage to “Closed/Lost” and add a “Loss Reason”
• Delete the Opportunity record
• Change the Owner of the Opportunity
• Remove the associated Contact Developing a Quote

What landing page is this image on?

• Account
• Quote
• Contact
• Lead

Using the Action Bar on the Opportunity page which Icon do we click to add Service Locations

• Green Edit Icon
• Log a Call
• More
• Manage Locaton

What button would I press to add multiple service locations from the manage location tab?

• Import
• Cancel
• Add Row
• New Address

How can a sales representative Create a Quote in Salesforce?

• Navigate to the “Quote Templates” tab and select “New Quote'
• Click “New Quote” from the Opportunity record page
• Click “Generate PDF” from the Sales Quote record page
• None of the Above

Which Lines of Business Requires a graph to Generate a PDF?

• All Lines of Business
• Termite
• Exclusion
• Termite and Exclusion

When sending a proposal as a "Preview email", how many recipients can you send it to?

• 1
• 2
• unlimited

Which Salesforce feature integrates with electronic signature tools for deal finalization?

• Salesforce Inbox
• Adobe Sign
• Sales Path
• Quote Sync Close Won

When sending a quote for "Signature", how many recipients can you send it to?

• 1
• 2
• unlimited

Currently my quote is in "Pending Signature" status and you need to edit your quote. Using the 'Action Bar" which icon do your press to change status?

• New Note
• More
• Change Status
• None of the Above