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

Converting a Lead in Salesforce creates a Contact, an Account, and optionally an Opportunity from the lead record data.

Question 2

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

Accepted Answer

Data Loader

Answer

Salesforce Data Loader is a client application used to insert, update, delete, or export large volumes of Salesforce records via CSV files.

Question 3

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

Accepted Answer

Ensuring data entered meets specific criteria before saving a record

Answer

Validation Rules in Salesforce enforce data quality by checking that field values meet specified criteria before a record can be saved.

Question 4

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

Accepted Answer

AI-powered analytics and business intelligence dashboards

Answer

Einstein Analytics, rebranded as Tableau CRM, provides AI-driven analytics and interactive dashboards that surface insights from Salesforce data.

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 Junction Object is a custom object with two master-detail relationships that enables a many-to-many relationship between two Salesforce objects.

CRM - Software Practice Test