CRM Salesforce CRM

Question 1

What is the primary database object used to store company accounts in Salesforce CRM?

Accepted Answer

Account

Answer

In Salesforce, the Account object represents companies or organizations that you do business with.

Question 2

In Salesforce, what does the term 'Opportunity' refer to?

Accepted Answer

A potential sale or deal in progress

Answer

An Opportunity in Salesforce represents a potential revenue-generating deal that is being tracked through the sales pipeline.

Question 3

Which Salesforce edition is specifically designed for small businesses with up to 5 users?

Accepted Answer

Essentials

Answer

Salesforce Essentials is designed for small businesses and supports up to 5 users with core CRM features.

Question 4

What is a 'Lead' in Salesforce CRM?

Accepted Answer

An unqualified prospect who has shown interest

Answer

A Lead in Salesforce is an unqualified prospect or potential customer who has expressed interest but has not yet been vetted.

Question 5

What Salesforce feature allows users to automate repetitive business processes using point-and-click tools?

Accepted Answer

Flow Builder

Answer

Salesforce Flow Builder is a point-and-click automation tool that lets users create automated workflows without writing code.

CRM - Software Practice Test