Salesforce Refresher 2.18.2022
Salesforce Navigation Essentials
Welcome to the Salesforce Refresher Quiz! This quiz is designed to enhance your understanding of using Salesforce effectively and efficiently. Whether you are a new user or just need a quick refresher, this quiz will cover essential aspects of Salesforce navigation and operations.
Key features of the quiz:
- Assess your knowledge on email and contact management.
- Learn to navigate the Salesforce interface.
- Understand best practices for recording participant information.
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?
No
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
No
Should/can a participant have multiple Prospect records?
Yes
No
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