CRM Salesforce CRM 1 — Questions and Answers
Question 1: What is the primary database object used to store company accounts in Salesforce CRM?
- Account (Correct answer)
- Contact
- Lead
- Opportunity
Correct answer: Account
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?
- A potential sale or deal in progress (Correct answer)
- A new contact added to the system
- A support ticket from a customer
- A marketing campaign
Correct 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.
Question 3: Which Salesforce edition is specifically designed for small businesses with up to 5 users?
- Essentials (Correct answer)
- Professional
- Enterprise
- Unlimited
Correct answer: Essentials
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?
- An unqualified prospect who has shown interest (Correct answer)
- A confirmed paying customer
- A completed sales deal
- A customer service case
Correct 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.
Question 5: What Salesforce feature allows users to automate repetitive business processes using point-and-click tools?
- Flow Builder (Correct answer)
- SOQL Query Editor
- Data Loader
- Sandbox
Correct answer: Flow Builder
Salesforce Flow Builder is a point-and-click automation tool that lets users create automated workflows without writing code.
Question 6: In Salesforce, what is a 'Sandbox' environment used for?
- Testing and development without affecting live data (Correct answer)
- Storing backup copies of customer data
- Running marketing email campaigns
- Processing payment transactions
Correct 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.
CRM Salesforce CRM 1
What is the primary database object used to store company accounts in Salesforce CRM?