Leads/Accounts/Contacts
Opportunities/Jobs
Navigation
Miscellaneous
Search
100
Go to the Account record and submit a case.
How do I submit a credit check?
100
Change the priority field on the Opportunity record.
How can I request Sample Talent?
100
Its icon looks like a king's crown.
What is an Opportunity?
100
The Salesforce Mobile Application.
What is Salesforce1?
100
This is the wildcard for Search in Salesforce.
What is an asterisk?
200
Use the drop down arrow to the right of Recently Viewed.
How can I change which List View I am currently seeing?
200
As soon as I know of the possibility of a sale.
When should I enter an Opportunity into Salesforce?
200
The three horizontal bars at the top of the left navigation bar.
What is the Expand/Collapse icon?
200
This is the system of record for all our Revenue Reporting.
What is Vision?
200
It lists all the searchable objects within Salesforce.
What is the Search Scope bar?
300
Related, Details, Activity, Collaborate
What are the four tabs on an Account, Contact or Lead record?
300
Prospect, Qualified, Proposal, Selected, Contracts, Closed
Name the Sales Stages for YourEncore.
300
Click on your profile icon in the upper right, select Profile, and click on the pencil on your picture.
How do I edit my profile picture?
300
Value, Project Start Date, Project End Date
What are the required fields for the system to create a job for an Opportunity?
300
The top center of every screen in Salesforce.
Where is the Search bar located?
400
Account, Contact, and Opportunity
Name three objects that can be created when converting a Lead.
400
When the Opportunity is at 30%.
When will an Opportunity show on the Pipeline Report?
400
This object consists of our internal users.
What is the People object?
400
Contacts I follow, events and tasks.
What syncs to my Microsoft Outlook?
400
Because the system has searched on the wrong object.
Why didn't I get search results?
500
When a signed contract is uploaded and a credit check has been performed
When does an Account get changed from Prospect to Client? OR When does the Eligible to Sell checkbox get checked?
500
It is the sum of all Job Values.
What is the Opportunity Value?
500
Its icon looks like a heartbeat.
What is the Chatter Feed?
500
It means there are "more than" X amount of records, and you should click "View More" in order to see all records.
What does the PLUS symbol mean?
500
It shows the search results for a variety of objects within Salesforce.
What does the Top Results tab on the Search Scope bar show?
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