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Question 1 of 5
1. Question
What should be taken into consideration when converting a lead in Salesforce? (Choose 2)
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Question 2 of 5
2. Question
What is unique about a person account vs. a standard business account in Salesforce? (Choose 3)
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Question 3 of 5
3. Question
The Sales Manager at Prestige Worldwide has requested that any time a new account is created in Salesforce, a new opportunity should automatically be created and associated with the newly created account. What can be used to accomplish this? (Choose 1)
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Question 4 of 5
4. Question
What is a common case for installing an App from the Salesforce AppExchange? (Choose 2)
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Question 5 of 5
5. Question
The Sales Manager at Prestige Worldwide uses a custom object called “Client Goals” to store unique information about clients during the sales process. Once an opportunity becomes “closed-won”, the sales manager needs to generate a document with information from both the custom object and the opportunity. How can these requirements be met? (Choose 1)