Salesforce quiz
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Salesforce quiz

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QUESTIONS IN THIS 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
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Salesforce quiz
