This is the tab to add and view customers, competitors and partners that are relevant to your role.
What is the accounts tab?
100
This is the task you'll complete to create a new customer, competitor or partner.
What is create an account?
100
This is what you'll do to access your SalesForce account.
What is log in?
100
This is the department you'll reach out to for SFDC questions.
What is Sales Ops?
200
This is a person, organization or company that may be interested in your product or service.
What is a lead?
200
This is the tab where you can add and view individuals or influencers to your opportunities.
What is the contacts tab?
200
This is the task you'll complete to create a new revenue-generating possibility.
What is create an opportunity?
200
This is the quickest way find a specific piece of information within you SalesForce account.
What is the search box?
200
This is the section in SalesForce you'd go to find support documentation, helpful videos and FAQ's.
Where is the Help & Training section?
300
These are individuals or influencers associated with an account.
What is a contact?
300
This is the tab where you can add/view possible revenue-generating events that are relevant to you.
What is a the opportunities tab?
300
This is the task you'll complete to create a new individual or influencer within an opportunity.
What is create a contact?
300
This is a set of records that meet certain criteria and displays it in organized rows and columns.
What is a report?
300
This is the first person you should ask for help regarding SalesForce questions.
Who is your manager?
400
These are potential revenue-generating events.
What are opportunities?
400
This is the tab where you can gain access to the dashboard builder.
What is the reports tab?
400
This is the task you'll complete to ask for assistance in trial management and training users.
What is log a support request?
400
This is the section you'll go to customize your tabs.
What is + sign at the end of the tabs?
400
This will be your main point of contact in Sales Ops for SalesForce related questions.
Who is John Gragnola?
500
This is any task or scheduled calendar event.
What is an activity?
500
This is the tab you can access the visual representation of your reports.
What is the dashboard tab?
500
This is the most important task to remember after you reach out to a contact.
What is log your activity?
500
This is a visual representation of your reports.
What is a dashboard?
500
If the Help & Training section and your manager don't know an answer to your SalesForce question, this is what you should do before going to Sales Ops.