Imagine you are a sales operations specialist supporting a digital marketing associate. The marketing associate is tracking and storing campaign data and leads in a spreadsheet, but they are feeling overwhelmed. All the data is spread across various tools, and they have an email inbox full of questions from other team members about the leads. It’s just too much! You as the sales ops specialist know a few ways Salesforce could help the marketing associate. Select all that apply.

Practice More Questions From: Saleforce for the Marketing Associate

Q:

Imagine you are a sales operations specialist supporting a digital marketing associate. The marketing associate is tracking and storing campaign data and leads in a spreadsheet, but they are feeling overwhelmed. All the data is spread across various tools, and they have an email inbox full of questions from other team members about the leads. It’s just too much! You as the sales ops specialist know a few ways Salesforce could help the marketing associate. Select all that apply.

Q:

Imagine a marketing associate comes to you, a sales ops specialist, with a spreadsheet of leads. What is the first thing you should suggest to make sure the marketing associate is practicing sound lead management?

Q:

Fill in the blank: In order to import leads to Salesforce, make sure your data is downloaded as a/an ____ file. This type is compatible with Salesforce, making it simple and straightforward to move data from a spreadsheet into Salesforce.

Q:

Fill in the blank: To import lead data into Salesforce, marketing associates will need to use the _______, a tool in Salesforce that allows users to import data from outside the CRM.

Q:

In Salesforce, what are database tables referred to as?

Q:

In Salesforce, what are the categories of information that are stored in an object? Select all that apply.

Q:

In Salesforce, what is a single instance of a Salesforce object called?

Subscribe
Notify of
guest
0 Comments
Inline Feedbacks
View all comments