Objects
Wild Card
I'm an Expert
Tasks & Processes
Tools & Apps
100
These are individuals associated with an account.
What is a Contact?
100
This is who you should reach out to for help regarding Salesforce questions.
Who is your Salesforce Administrator - Racheal Dales? 2nd Option - contact the Rev Ops Team.
100
This is how you request help from our Legal team through Salesforce.
What is submit a Legal Help Desk Case?
100
This is what you should always do before creating a lead, contact, or account.
What is search Salesforce?
100
This app give you the ability to mass update records as if you were editing a spreadsheet in Salesforce.
What is GridBuddy?
200
This is a person or company that may be interested in our products.
What is a Lead?
200
This is the quickest way to find a specific piece of information within our Salesforce org.
What is use the Search box?
200
This is the field within an Opportunity that you click on to then make Team Detail updates.
What is the Job field?
200
This is what you'll do to create a new revenue-generating possibility.
What is create an Opportunity?
200
This login consolidation tool is what you use to access Salesforce.
What is Okta?
300
These can be customers, qualified leads, competitors, or partners.
What are Accounts?
300
This is a visual representation of your reports.
What is a dashboard?
300
This is the name of the Salesforce mascot shown in the top right corner of your screen.
Who is Astro?
300
This is the most important task to remember after you reach out to a contact.
What is log your activity?
300
This tool automatically adds emails and events from your Outlook to the activity timeline of related Salesforce records.
What is Cirrus Insights?
400
This is any task or scheduled calendar event.
What is an Activity?
400
This is what you click in order to create your own Favorites List from within any page in Salesforce.
What is the Star icon?
400
This is one of the stages an Opportunity must be set to in order to flow through to NetSuite/Finance?
What is Commit, Closed Won, Closed Won Cancelled.
400
This is the task you'll perform to turn a lead into a contact, opportunity, and account.
What is convert a Lead?
400
This is the tool used to batch upload new records, updates and/or deletions to Salesforce.
What is a Dataloader?
500
This is a set of records that meet certain criteria and displays it in organized rows and columns.
What is a Report?
500
These are the 3 list views you can use to display your data.
What are Table view, Kanban view, and Split view?
500
This item is automatically deleted from an Opportunity when it's flight end date passes.
What is Pipeline product?
500
This is what you must do to keep from losing the ORIGINAL data when customizing an EXISTING report to your own specifications.
What is 'SAVE AS'?
500
This app collects the NPS responses from our customers which can be seen in Salesforce.
What is AskNicely?