Basic Salesforce CRM MCQ
1. Because buyers make _____ in their decision processes, salespeople should be prepared for it.
Answer
Correct Answer:
Competitive comparisons
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2. After presenting a feature-benefit sequence, the salesperson should use a ____ type of question.
Answer
Correct Answer:
Response-Check
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3. When a lead is first assigned to a Sales force user it is marked as:
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4. What setting has to be changed to allow mass editing in a list view
Answer
Correct Answer:
Filter by Record type
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5. What is a flexible collection of accounts and users where users have at least read access to accounts?
Answer
Correct Answer:
Territory
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6. Regarding Salesforce... What does DRO stand for?
Answer
Correct Answer:
Data Residency Option
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7. Which of the following is a free support offering from salesforce.com
Answer
Correct Answer:
Self Service Portal
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8. Which of the following is a standard salesforce user type
Answer
Correct Answer:
Marketing User
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9. Which field is used for an individual that is associated with multiple organizations?
Answer
Correct Answer:
Affiliated Contacts
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10. What is the maximum number of records you merge at the same time?
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11. A list of products sold by a company is found and created in what Salesforce feature?
Answer
Correct Answer:
Pricebooks
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12. Self-service customers may use what type of Salesforce login?
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13. A draft article that has been assigned to another for editing is called what?
Answer
Correct Answer:
Assignment
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14. A campaign influence report shows a Salesforce user what data?
Answer
Correct Answer:
The influence of multiple campaigns on a single opportunity
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15. Under "create new", what options are available?
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16. What tab allows a user to view multiple Salesforce tabs in one location?
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17. How many records can you mass update at once?
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18. Which of the following are portals available on the force.com platform
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19. Time-Dependent Workflow Actions are prohibited when Evaluation Criteria is:
Answer
Correct Answer:
Every time a record is created or edited
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20. You can send mass emails from a Developer Edition Org.
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21. Salesforce.com's CRM solution is broken down into several broad categories. Which of these is NOT one of them?
Answer
Correct Answer:
Customer Cloud
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22. What is the maximum number of records that can be shown in the Recent Items menu (commonly on the left-side of the screen)?
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23. What Sales force tool gives clear visibility of sales, pipelines, and profit?
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24. Native Salesforce tool that allows a user to search for new contacts and leads globally.
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25. Which of these is a platform that can be used with Salesforce.com?
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26. Campaigns can include which field(s)?
Answer
Correct Answer:
Campaign Hierarchy
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27. An activity that has a scheduled time is referred to as a(n):
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28. What field on a Lead denotes if the record is converted?
Answer
Correct Answer:
IsConverted
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29. A place where documents, reports, and dashboards can be stored is a:
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30. According to the Salesforce definition, an article:
Answer
Correct Answer:
Captures information about your company's products and services that you want available in the knowledge base.
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31. What type of files can be uploaded to the document library?
Answer
Correct Answer:
All of these
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32. Which statement is TRUE about chatter?
Answer
Correct Answer:
All of these
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33. What statement is true about reports and campaigns?
Answer
Correct Answer:
All are true statements
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34. Salesforce can pull reports for which of the following information fields?
Answer
Correct Answer:
All of these
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35. You can do this on Chatter:
Answer
Correct Answer:
All of the above
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36. What is the model of software development and distribution that is completely hosted on the internet?
Answer
Correct Answer:
Cloud Computing
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37. You can trasfer information from SalesForce to Excel?
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38. By which channels can an article be viewed?
Answer
Correct Answer:
All of these
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39. What is the reporting tool called that allows a user to pull specific data/narrow the scope?
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40. If a contact is associated with multiple organizations this information will appear in which areas of Salesforce?
Answer
Correct Answer:
All of these
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41. Page layouts can be assigned to a Record Type.
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42. What is one way to import existing company contacts and information?
Answer
Correct Answer:
All of these
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43. The main function of the document library is:
Answer
Correct Answer:
To store documents without attaching them to accounts, contacts, or other records
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44. How do you create a recurring event?
Answer
Correct Answer:
Create a new event and select recurring series
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45. What is the definition of a product?
Answer
Correct Answer:
Anything your company sells
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46. Where can you find additional applications for Salesforce?
Answer
Correct Answer:
Salesforce app exchange
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47. How do you disable an inactive Salesforce user?
Answer
Correct Answer:
De-select the Active checkbox for this user under user management
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48. What is the connecting account for multiple accounts with one common office/organization?
Answer
Correct Answer:
Parent Account
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49. What field do you find the "log a call" feature under an organization?
Answer
Correct Answer:
Activity History
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50. What is the Salesforce term for duplicating an account/activity/contact etc?
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51. What is the term for the number of days an opportunity has been open (since creation)?
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52. How do you leave a note for another user about a specific organization?
Answer
Correct Answer:
Attach a note or file under the organization
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53. An account can be which of the following?
Answer
Correct Answer:
Organization/Company
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54. Is mass edit available to all users?
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55. How do you setup email notifications for specific chatter groups?
Answer
Correct Answer:
Administrator must turn on chatter email notifications
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56. True or False: There is a way to "Mass Delete" accounts from Salesforce.
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57. Which of the following statements is true about leads and contacts?
Answer
Correct Answer:
Leads can be converted into contacts in one-click.
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58. A log of emails sent through Salesforce.com can be found under:
Answer
Correct Answer:
Email Log Files
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59. This is a real time collaboration tool that can be used for projects, groups, individuals, or initiatives:
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60. Which statement is TRUE about the calendar function?
Answer
Correct Answer:
You can view multiple user calendars
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61. What is the cloud computing PaaS system from Salesforce.com?
Answer
Correct Answer:
Force.com
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62. What is Force.com Labs?
Answer
Correct Answer:
Open-source apps developed by salesforce.com employees.
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63. What Salesforce tool allows for updates to multiple contacts at one time?
Answer
Correct Answer:
Apex data loader
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64. As an administrator, how would you go about importing a large number of opportunities?
Answer
Correct Answer:
Use the Apex Data Loader (separate download)
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65. What does Conga Composer do?
Answer
Correct Answer:
Gathers Salesforce information and merges it into Word, Excel, PowerPoint or PDF-form templates.
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66. What is the customer support help desk offering from Salesforce.com?
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67. What is a detailed description of a customer's feedback, complaint, or issue?
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68. How do you easily/natively share a report with another user?
Answer
Correct Answer:
Save report in public folder
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69. Which of these companies does Salesforce integrate as an email marketing tool?
Answer
Correct Answer:
ExactTarget
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70. Which of the following is a free license?
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71. What type of application is "ExactTarget" (used through AppExchange)?
Answer
Correct Answer:
E-mail Marketing
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72. There are four main certification paths available in Salesforce.com. Which of these is NOT one of them?
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73. Which of the following is NOT a report format in Salesforce?
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74. What is the Salesforce reporting interface called?
Answer
Correct Answer:
Drag and Drop
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75. A "contact role" is defined as:
Answer
Correct Answer:
A role a specific contact plays in an opportunity or account
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76. A campaign that hosts/deploys multiple campaigns under it is called a:
Answer
Correct Answer:
Parent Campaign
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Salesforce CRM MCQs | Topic-wise
