Salesforce Refresher 2.18.2022

How do record someone's email in the system when they do not have one?

placeholder@FIRSTnameLastname.mcrc

nonemail@mcrc.com

placeholder@email.com

none@none.com

Should two people in the system have the same email?

Yes

Check all Object types on the Navigation bar in Salesforce.

Campaigns

Participant Business Accounts

Contacts

Home

Reports

How many locations in Salesforce can you submit a support alert from?

1-2

2-3

3-4

4-5

5-6

6-7

7-8

If you have an issue with Salesforce how should you ask for help? *This DOES NOT include if you are locked out of the system.

Send an email to Kasey.

Call Stephanie.

Submit a Support Alert on Salesforce.

Email Salesforce@micasaresourcecenter.org

When searching for an Account or Contact in the universal search bar, what should you hit after typing the name of what you are searching for in the universal search bar?

Should a participant have multiple Contact records? Can we merge Accounts? (Hint: it's the same answer)

Yes

Should/can a participant have multiple Prospect records?

Yes

What browser should be used when using Salesforce.com?

Microsoft Edge

Internet Explorer

Google Chrome

Apple Safari

Firefox

How should you record a participant's phone number if they do not have one?

000-000-0000

XXX-XXX-XXXX

Type "does not have one".

Leave the field blank.

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