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The Whys of Salesforce
General Know-How
Hold You 'Account'able
On the Go
Projects & Milestones
100
This is the where master data is stored at BNSF.
What is the customer hub?
100
This internet browser best supports the functionality of Salesforce.
What is Google Chrome?
100
This is a horizontal listing of shortcuts on the Detail View.
What is the Related List?
100
Android and Apple users are great, but Salesforce1 mobile app does not work on this platform.
What is Blackberry?
100
View documents related to a Project by clicking what link within a Project?
What is Project Attachments?
200
CRM stands for this.
What is Customer Relationship Management?
200
This is an employee who works for one of BNSF's customers, or Accounts.
What is a Contact?
200
This term has been used historically to describe the company’s top accounts.
What is the old BNSF 500?
200
Clicking this icon in Salesforce1 will display notifications.
What is the bell?
200
When creating an Opportunity, this box should be checked to indicate the information is sensitive and should be kept internally.
What is the Confidential/NDA box?
300
This part of the customer experience is also being improved.
What is the website?
300
Rather than using a trial version, you'll use this version after going live.
What is Prod or Production?
300
Not yet a full-fledged Account or Contact, this term describes an individual who has never done business with BNSF.
What is a Lead?
300
This is automatically sent to Approvers when a Milestone needs their Approval.
What is an email or link to the Milestone?
300
All of these must be completed before the Project can be closed.
What are Milestones?
400
Several Service teams have already gone live in Salesforce, including DSES, Equipment and ______________.
What is Customer Support?
400
Click on this button to display Chatter communication on each object.
What is Show Feed?
400
Clicking on this hyperlink allows any user to create a customized display of Accounts they’re interested in.
What is Create New View?
400
Within a Project on the mobile app, swipe left and right to see the three columns: details, related and ________.
What is Feed?
400
When a Project is created, this person is automatically chattered in the Feed.
What is the Opportunity Owner?
500
Rather than being software that you download, Salesforce is _____-based.
What is cloud?
500
This button toggles between different consoles, like Sales and Service.
What is the Force Dot Com App Menu?
500
In the Accounts Related List, clicking on this link will allow you to send an email.
What is Activity History?
500
After clicking on any of the objects in the left pane (under the hamburger), what is first displayed?
What is your most recently viewed items?
500
When a Project is ____________ created, tasks do NOT get automatically generated.
What is manually?