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 'Conversion' action for a Lead in Salesforce?
Answer: Transforming a Lead into a Contact, Account, and optionally an Opportunity
Converting a Lead in Salesforce creates a Contact, an Account, and optionally an Opportunity from the lead record data.
Which Salesforce tool is used to import large volumes of data into or out of Salesforce?
Answer: Data Loader
Salesforce Data Loader is a client application used to insert, update, delete, or export large volumes of Salesforce records via CSV files.
In Salesforce, what are 'Validation Rules' used for?
Answer: Ensuring data entered meets specific criteria before saving a record
Validation Rules in Salesforce enforce data quality by checking that field values meet specified criteria before a record can be saved.
What does 'Einstein Analytics' (now Tableau CRM) provide in Salesforce?
Answer: AI-powered analytics and business intelligence dashboards
Einstein Analytics, rebranded as Tableau CRM, provides AI-driven analytics and interactive dashboards that surface insights from Salesforce data.
What is a 'Junction Object' in Salesforce data modeling?
Answer: A custom object used to create a many-to-many relationship between two objects
A Junction Object is a custom object with two master-detail relationships that enables a many-to-many relationship between two Salesforce objects.
What is the purpose of 'Roles' in Salesforce's security model?
Answer: Controlling record visibility through a role hierarchy
Salesforce Roles define a hierarchy that controls which records users can view based on their position relative to the record owner in the hierarchy.