CSA Sales Cloud & CRM Features

Question 1

What happens to a Lead record when it is converted in Salesforce?

Accepted Answer

It is converted into an Account, Contact, and optionally an Opportunity

Answer

It is permanently deleted from the system

Answer

It is moved to the Archived Leads queue

Answer

It becomes a Campaign Member automatically

Question 2

Which Lead field is used to track the source of a prospective customer's interest?

Accepted Answer

Lead Source

Answer

Lead Status

Answer

Lead Rating

Answer

Lead Origin

Question 3

What is the primary purpose of the Opportunity Stage field?

Accepted Answer

To track the probability of closing a deal and where it is in the sales process

Answer

To assign the opportunity to a sales territory

Answer

To record the date the opportunity was first created

Answer

To define the product line associated with the deal

Question 4

Which of the following best describes the relationship between Accounts and Contacts in Salesforce?

Accepted Answer

An Account can have many Contacts, but a Contact belongs to only one primary Account

Answer

A Contact can belong to many Accounts; an Account can have many Contacts (many-to-many)

Answer

A Contact must be created before an Account can be created

Answer

Accounts and Contacts are independent objects with no relationship

Question 5

What is the function of Opportunity Products (Opportunity Line Items) in Salesforce?

Accepted Answer

They track individual products or services included in an opportunity along with quantity and pricing

Answer

They define the stages an opportunity must pass through

Answer

They store the contact roles associated with the opportunity

Answer

They link campaigns to opportunities for revenue attribution

Question 6

Which Salesforce feature allows you to automate the assignment of Leads to the correct sales representatives based on predefined criteria?

Accepted Answer

Lead Assignment Rules

Answer

Approval Processes

Answer

Escalation Rules

Answer

Validation Rules

Question 7

What does the 'Close Date' field on an Opportunity represent?

Accepted Answer

The expected or actual date the deal will be or was closed

Answer

The date the opportunity was first created in Salesforce

Answer

The date the last activity was logged on the opportunity

Answer

The date the opportunity was assigned to the current owner