Homescreen
The very first thing you see on the top left of homescreen
Open Tasks
Which feature is similar to adding a bookmark to your web browser
What is Favorites
Name 3 of the 6 items found in the Pertinent Customer Information section?
Company Name, Business ID, PCS Score Customer Type, Primary Contact, Phone number, Billing Adress
Name 2 of 3 list views available
What are Table, Split, kanban
Name of Salesforce Version we are upgrading to
What is Ligtning
Where can you find the Sales Team links?
The bottom of every page in SF
Where can you find task reminders, upcoming events, and Chatter post mentions
What is the notifications bell
This is not found on the Activity Time line for a Customer Account
What is Log a call / log a visit
What do most list default to
What is recently viewed
Instead of using Save, best practice is to use this
What is Save and New Task
How are Open Tasks Sorted?
What is by Due Date
How do you update your personal settings
What is a your personal profile
Comment section on a activity timeline also show as
What is Description
Maximum number of fields allowed when selecting fields to display
What is 15
What is Don Bergman's zodiac sign?
What is Cancer
What should you do when you open your DB from the link on the homescreen?
What is refresh
Use this tool to personalize your tabs
What is the pencil tool
Instead of using Save, best practice is to use this
What is save and new task
The word Kanban is from what language
What is Japanese
Name 3 Task types
Call, visit,email,text,social,video
These 3 Dashboards are found on the Homescreen
What are: AM Action Needed, AM Activity, Prospecting 2022
This is the tab you can access to view your My PCS Lists
What is the Accounts tab?
You can filter your Activity Time Line by these (at least 2)
Date Range, Activities to show, Activity Type,Sort Upcoming & Overdue (oldest date or newest date)
How do you sort your list
What is click on the column header
These are visual representations of the opportunity stages
What are Paths