Salesforce CRM Flashcards
6 cards from real CRM practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 6 Salesforce CRM flashcards as text
What is the primary database object used to store company accounts in Salesforce CRM?
Answer: Account
In Salesforce, the Account object represents companies or organizations that you do business with.
In Salesforce, what does the term 'Opportunity' refer to?
Answer: A potential sale or deal in progress
An Opportunity in Salesforce represents a potential revenue-generating deal that is being tracked through the sales pipeline.
Which Salesforce edition is specifically designed for small businesses with up to 5 users?
Answer: Essentials
Salesforce Essentials is designed for small businesses and supports up to 5 users with core CRM features.
What is a 'Lead' in Salesforce CRM?
Answer: An unqualified prospect who has shown interest
A Lead in Salesforce is an unqualified prospect or potential customer who has expressed interest but has not yet been vetted.
What Salesforce feature allows users to automate repetitive business processes using point-and-click tools?
Answer: Flow Builder
Salesforce Flow Builder is a point-and-click automation tool that lets users create automated workflows without writing code.
In Salesforce, what is a 'Sandbox' environment used for?
Answer: Testing and development without affecting live data
A Salesforce Sandbox is a copy of the production environment used for testing, development, and training without risking live data.