Salesforce Basics
This is a series of online tutorials we utilize that includes paths and modules
Trailhead
People and companies that you've identified as potential customers/clients are called ____.
Leads
In the instance of a potential expansion of a current client, what should be loaded on the Account Page
Opportunity
True or False: To create a contact, they must be a paid and active user within the Salesforce Platform
False
This is the name for a place where you store a value such as a name, address, or number
Field
What does "CRM" stand for?
Customer Relationship Management
After an opportunity is converted, it becomes a(n) ____
Account
Multiple Accounts can be "linked" together by what?
Parent Account
"Decision Maker' is a type of ____ in the Opportunity Contact picklist
Role
What two people can help me if I lost my Salesforce credentials
Blake and/or Laura
This is the customizable ribbon on the home page that allows you to show, hide, and rearrange items.
Navigation Bar
Potential new clients in progress are known as ________
Opportunites
This function allows you to post and collaborate within an Account Page
Chatter
When a contact is built, you must specify a relationship to the ______
Account
"Clients" are known as ____
Accounts
A user's Learning Content (Required, Suggested, and Completed) can be found under what tab in the Navigation Bar?
Learning
The last stage in our Sales Cycle is ____
Closed
This key field identifies the person with responsibility of the client page.
Account Owner
Trackable activities that include a Subject, Due Date, and Assigned to fields are known as _____
Tasks
This is the name of our private Trailhead Group where we can ask questions, share learnings, and celebrate wins
This is an item you are tracking in your database; if your data is a like a spreadsheet, then this is a row on the spreadsheet
Record
Leads that will not be pursued should be marked under what status
Unqualified
_____ provides a fast, modern, and intelligent interface for Salesforce
Lightning Experience
This is a group of people who work together; creating this can help track opportunity progress
Opportunity Team
This function enables tracking. By hitting this button, it allows users to see activity such a posts, tasks, and comments directly in their Chatter feed.
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