CRM Salesforce CRM 3

Question 1

What is the 'Conversion' action for a Lead in Salesforce?

Accepted Answer

Transforming a Lead into a Contact, Account, and optionally an Opportunity

Answer

Deleting the Lead from the system

Answer

Archiving the Lead for future reference

Answer

Assigning the Lead to a different sales rep

Question 2

Which Salesforce tool is used to import large volumes of data into or out of Salesforce?

Accepted Answer

Data Loader

Answer

Flow Builder

Answer

Process Builder

Answer

Schema Builder

Question 3

In Salesforce, what are 'Validation Rules' used for?

Accepted Answer

Ensuring data entered meets specific criteria before saving a record

Answer

Preventing users from logging in after hours

Answer

Automating email notifications to customers

Answer

Generating PDF reports from records

Question 4

What does 'Einstein Analytics' (now Tableau CRM) provide in Salesforce?

Accepted Answer

AI-powered analytics and business intelligence dashboards

Answer

Automated social media posting

Answer

Customer payment processing

Answer

Email deliverability tracking

Question 5

What is a 'Junction Object' in Salesforce data modeling?

Accepted Answer

A custom object used to create a many-to-many relationship between two objects

Answer

A standard object connecting leads and contacts

Answer

A reporting object that aggregates data across multiple records

Answer

An object used to store email attachments

Question 6

What is the purpose of 'Roles' in Salesforce's security model?

Accepted Answer

Controlling record visibility through a role hierarchy

Answer

Setting password complexity requirements

Answer

Defining API access limits for integrations

Answer

Managing email sending quotas