©EMILLECT 2024/2025 ACADEMIC YEAR. ALL RIGHTS RESERVED
FIRST PUBLISH OCTOBER 2024
Salesforce User Basics – Module Exam
Practice Questions and Answers
After verifying a lead is qualified, converting the Lead creates what? - ANSWER✔✔-An Account with a
linked Contact and Opportunity
Collaborating in Salesforce is helpful for: - ANSWER✔✔-Building online, searchable content source over
time
Collaborating in context on individual deals and records
Crowd sourcing expertise from across your company
Creating groups, following people/topics, asking questions
What does CRM stand for? - ANSWER✔✔-Customer Relationship Management
When converting a lead, the following three records are created: - ANSWER✔✔-Account
Contact
Opportunity
Page 1/8
, ©EMILLECT 2024/2025 ACADEMIC YEAR. ALL RIGHTS RESERVED
FIRST PUBLISH OCTOBER 2024
Using opportunity workspace, you can... - ANSWER✔✔-View details on any opportunity including activity
history and next steps
Log calls, create task, and send emails
Get coaching details with customizable Sales path
Quickly see more details about an activity or contact
Using the Switcher, you can... - ANSWER✔✔-Move between Lightning and Classic on demand
For the standard login process, the URL for logging into Salesforce is... - ANSWER✔✔-
login.salesforce.com
Key features of the Home Page include: - ANSWER✔✔-Assistant
News
Performance Chart
Upcoming events
Today's tasks
Recent records
Top Deals
Page 2/8
FIRST PUBLISH OCTOBER 2024
Salesforce User Basics – Module Exam
Practice Questions and Answers
After verifying a lead is qualified, converting the Lead creates what? - ANSWER✔✔-An Account with a
linked Contact and Opportunity
Collaborating in Salesforce is helpful for: - ANSWER✔✔-Building online, searchable content source over
time
Collaborating in context on individual deals and records
Crowd sourcing expertise from across your company
Creating groups, following people/topics, asking questions
What does CRM stand for? - ANSWER✔✔-Customer Relationship Management
When converting a lead, the following three records are created: - ANSWER✔✔-Account
Contact
Opportunity
Page 1/8
, ©EMILLECT 2024/2025 ACADEMIC YEAR. ALL RIGHTS RESERVED
FIRST PUBLISH OCTOBER 2024
Using opportunity workspace, you can... - ANSWER✔✔-View details on any opportunity including activity
history and next steps
Log calls, create task, and send emails
Get coaching details with customizable Sales path
Quickly see more details about an activity or contact
Using the Switcher, you can... - ANSWER✔✔-Move between Lightning and Classic on demand
For the standard login process, the URL for logging into Salesforce is... - ANSWER✔✔-
login.salesforce.com
Key features of the Home Page include: - ANSWER✔✔-Assistant
News
Performance Chart
Upcoming events
Today's tasks
Recent records
Top Deals
Page 2/8
