Salesforce Module Questions
Business Manager checks which of these during a keyword search?
If there are redirects and the search index
Where should reps be focusing on building relationships?
Internally with everyone involved with the deal process AND Everyone at their customer's organization who can be involved in the deal or impacted by it
The data Export service:
Is accessible through the Setup menu
How does a CDP help marketers strengthen customer relationships?
It delivers human interactions
What activity demonstrates good operational vigor?
Keeping opportunities updated in the CRM
CRM can help which of the following situations?
Keeping track of all communication with your customers
Which of the following is a common challenge for a B2B company in the partner ecosystem?
Knowing which customers their partners also sell to
The Salesforce API is:
Like a contract between two pieces of software, allowing them to connect and exchange information
Essentials help small businesses by:
Making it easier to manager logistics of your business
What are legacy marketing systems unable to do for today's marketer?
Manage a connected customer experience
How can reps demonstrate good sales acumen?
Master each step of the selling process
What RTIM core capability helps you determine which offer, content, or message will inspire consumer engagement?
Next-best action
Which Salesforce solution drives meaningful interaction by letting companies respond directly to customer activity?
Pardot
What can you find in your Trailblazer Community Feed?
Posts from Trailblazers and topic you follow, and groups you're a member of
Cold calling is part of which stage in the sales process?
Processing
Which of the following is true of forecasting in Sales Cloud?
Reps can drag deals into new stages with Opportunity Kanban
Which of these is the best way to manage leads in Sales Cloud?
Reps should prioritize the leads that are ranked the highest and are most likely to close.
Field-level security allows you to:
Restrict access to certain fields on object records
Which is the best way to generate sales pipeline?
Revisit existing accounts for additional business challenges
Which of these is true about how Sales Cloud can help you grow your business?
Sales Cloud gives you real-time reports of how your business is doing
What is an advantage of the Salesforce Platform?
Sales and service are seamlessly integrated because they're built on the same platform
Which of the following best defines CRM, Sales Cloud, and Salesforce?
Salesforce is the company that pioneered CRM in the cloud, and Sales Cloud is a product it offers
What prospect information do you need to share with your sales rep?
Schedule availability, name, phone number, email for the person who can make purchasing decisions
By the end of what phase, should you have buy-in from all the business stakeholders?
Scope setting
How does Tracey find out about Dreamscapes biggest accounts?
She uses a report to summarize the opportunity amount for each amount
Sales Cloud Essentials is built with which type of customers in mind?
Small, growing businesses
What can consumer data help marketers do?
Strengthen consumer loyalty
What is a best practice for rehearing your script to engage your prospect?
Team up with a partner / coworker and practice it out loud (scenarios)
: If you're having trouble with the hands-on challenge in Web Chat Basics, where should you go for help?
The Hands-On Challenge page in Trailhead Help; if still not found, The #Trailhead Challenges topic in the Trailblazer Community
How is the best answer selected for a question in the Trailblazer Community?
The Trailblazer who wrote the question selects it
Accounts (also contacts leads and opportunities) Q 7: The place where you use Chatter to post messages and collaborate with your team is known as:
The feed
Guided search gives you which of these capabilities?
You increase the likelihood that the shopper will buy something, and You can direct shoppers to a particular page or URL, and enhance their buying experience
Which sales best practice should you follow?
You should keep your customer information in one place, accessible by your whole team, so you can sell faster and smarter and be prepared to grow
What are two reasons why marketers have a hard time delivering personalized experience?
internal silos and inconsistent experiences (as well as disconnected channels)
When you want to find an app after you install it, what should you enter in:
the Quick Find box in Setup
Which of the following is true of tracking progress with reports and dashboards?
A dashboard is a visual representation of reports
How is a project different from a hands-on challenge?
A hands-on challenge gives you set of requirements to meet, while a project gives step-by-step instructions
What is a Salesforce MVP?
A trailblazer nominated by their peers who shows exemplary expertise, leadership, and generosity in the Community
What is Sales Enablement?
A way to close the skills gap at your company
What is a record?
A) design web pages with product features B) learn to use administrative software C) create and maintain customer contact D) set up mobile offices from their vehicles
Our trusted, multitenant cloud means you get:
ALL OF THE ABOVE - Upgrades 3x a year, no software to install to access Salesforce, and the benefits of the same core set features for all customers
When identifying process to bring into Salesforce, look for:
ALL OF THE ABOVE - manual processes with numerous steps, email-driven processes, teams using spreadsheets to run the business, documents shared on local directories
The company Information page is where you can find:
ALL OF THE ABOVE - your org ID, licenses available and in use, and information on important limits such as data file an usage
You can manage record-level access in your organization using:
ALL OF THE ABOVE: role hierarchies, Organization-wide default, etc.
One of the most common objects in Essentials is:
Accounts (also contacts leads and opportunities)
What are the three main categories in the Setup menu?
Administration, platform tools, settings
When you open a contact record in Essentials, it can include which of the following?
An address for the contact
Which of the following is what Salesforce calls a set of fields, objects, user permissions, and functionally to support a set of business processes?
An app
Which type of data identifies how a customer feels about something?
Attitudinal data
Which business model describes a company that focuses solely on selling products and services to other companies?
B2B
Usernames must:
Be in the formal of an email, for example, [email protected]
Why is identity shifting from audiences to people?
Because managing personalized experiences is crucial
What type of data does Interaction Studio capture?
Behavioral
Three use cases for Finance on the platform are:
Budget management, Pricing, Contract management
What kind of leadership involves solution architects guiding companies on a multi-cloud journey for meaningful customer experiences?
Business leadership
Who is often the brand Trailblazer responsible for the consumer experience vision?
Chief marketing officer and Chief experience officer
What does organizing and collecting data enable businesses to do?
Convert information into actions
You have a task due at the end of the week that you want your colleague to take the lead on. How do you use tasks in Essentials to make sure they know what to do, and when to do it?
Create a task and assign it to them with task details and a due date
What trait is most important for avoiding a selling rut?
Curiosity
What are the two main types of B2B relationships?
Customers and partners
Metadata refers to:
Data about data
When you're getting started with AppExchange, a best practice is to:
Develop a plan, including budget, timing, and key department use cases
Which of these are search settings?
Dictionary Locale Fallback
What is one of the best ways to ensure reps manage their time effectively?
Encourage them to take 15 minutes at the end of each day to create a plan for the following day
Who is Trailhead for?
Everyone
True or False: Less than 50% of marketers think that customer experience is a key competitive differentiator
False
True or False: When you use the product availability setting, the results are sorted by availability
False
True or False: the Search Dictionaries feature supports the local > default fallback mechanism
False
To export data manually using the Data Export service:
From Setup, open Data Export and then select Export now
When you create a user, you can:
Generate a new password and notify the users
How can you help make your sales team most productive?
Give them guidance at every step of the sale cycle.
What elements should be included in a cold call?
Greetings and introduction and open-ended questions
How do reps demonstrate good selling skills?
Identify their customer's business problems
Why is it important to connect your sales and service departments?
To create a seamless experience for your customer AND To increase revenue by giving the entire organization he information they require to uncover opportunities
True or False: A B2B company can have multiple accounts
True
True or False: It's important to make sure your search index is up to date because it's only as good as its underlying data
True
True or False: You can only set the attribute of a system object, namely, product, catalog, or content, as searchable
True
What is an easy way to find what you're looking for in the Setup menu?
Type the first few letters of what you're looking for in the Quick Find box
With Files, you can:
Upload and share files
Which of these are general boost factor rules?
Use 1.01 - 5.00 to increase the importance of the field in the search results
Data Export's Schedule Export option can be scheduled at the following intervals:
Weekly or monthly
What are the benefits in being active in the Trailblazer Community?
You can learn new skills with other Trailblazers, and You can connect and give back with fellow Trailblazer
