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

Converting a Lead creates an Account, Contact, and optionally an Opportunity, linking the new records together.

Question 2

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

Accepted Answer

Lead Source

Answer

Lead Source is the standard Salesforce picklist field that tracks where a lead originated, such as Web, Phone Inquiry, or Trade Show.

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

The Opportunity Stage field tracks the current position in the sales pipeline and is typically mapped to a close probability percentage.

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

By default, a Contact has a primary Account lookup, but an Account can have many Contacts associated with it (one-to-many).

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

Opportunity Products (Line Items) allow sales reps to add specific products from a price book to an opportunity, capturing quantity and negotiated price.

(CSA) Certified Salesforce Administrator Practice Test

(CSA) Certified Salesforce Administrator Practice Test

CSA Sales Cloud & CRM Features