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Quizzes > Quizzes for Business > Technology

Take the Salesforce CRM Fundamentals Quiz

Assess Your Salesforce CRM Basics With Confidence

Difficulty: Moderate
Questions: 20
Learning OutcomesStudy Material
Colorful paper art depicting Salesforce CRM fundamentals quiz theme

Looking to master Salesforce CRM Fundamentals in a practical way? This Salesforce CRM Fundamentals Quiz offers an engaging set of questions to evaluate your grasp of key CRM features and workflows. Ideal for aspiring admins or sales professionals, it's fully editable so you can tailor it to your needs. Explore related tests like the Salesforce CRM User Training Knowledge Quiz or the Salesforce Administration Knowledge Quiz for deeper practice. Browse more quizzes to continue sharpening your Salesforce expertise.

Easy
Which Salesforce object typically represents a company or organization you do business with?
Contact
Case
Account
Opportunity
The Account object represents companies or organizations in Salesforce CRM. It serves as the primary record for relating Contacts, Opportunities, and Cases to a business entity.
In Salesforce, which object is used to track customer inquiries, issues, or service requests?
Lead
Opportunity
Case
Solution
Cases in Salesforce track customer inquiries, issues, and service requests. They allow support teams to manage, escalate, and resolve customer issues systematically.
What is the purpose of a Lead record in Salesforce?
To track current customer orders
To store potential customers before they are qualified
To manage support tickets
To define user access levels
A Lead in Salesforce represents a potential customer that has not yet been qualified. It is used to capture raw prospect information before converting to an Account, Contact, and optionally Opportunity.
Which Salesforce object is primarily used to track potential revenue deals?
Campaign
Opportunity
Account
Task
Opportunities in Salesforce are used to track potential revenue-generating deals. They help sales teams forecast revenue and manage deal stages through the sales process.
Which of the following is a standard object in Salesforce?
Contact
Expense_Report__c
CustomObject__c
Invoice__c
Contact is one of Salesforce's standard objects used to store information about individuals associated with Accounts. Custom objects such as Invoice__c or CustomObject__c are defined by users.
Medium
Which type of relationship supports roll-up summary fields in Salesforce?
Master-Detail Relationship
Hierarchical Relationship
Self Relationship
Lookup Relationship
Roll-up summary fields aggregate data from related child records and are only supported on master-detail relationships. Lookup relationships do not allow for roll-up summary functionality.
Which declarative tool is recommended for automating simple if/then business logic without code?
Lightning Component
Visualforce Page
Workflow Rule
Apex Trigger
Workflow Rules are a declarative automation tool best suited for simple if/then business logic. They allow you to trigger field updates, email alerts, and tasks without writing code.
Which setting in Salesforce controls access to individual fields on an object?
Role Hierarchy
Login IP Ranges
Object Permissions
Field-Level Security
Field-Level Security controls which fields users can see and edit on an object. It is managed via profiles and permission sets to enforce data access at the field level.
What is the maximum number of master-detail relationships allowed per object?
Two
Five
Three
One
Salesforce limits each object to a maximum of two master-detail relationships. This constraint ensures manageable data relationships and performance.
Which feature allows you to define reports based on custom relationships between objects?
Record Type
Dynamic Dashboard
App Exchange Package
Custom Report Type
Custom Report Types let administrators define which objects and relationships are available for reporting. They enable reporting on custom data models beyond standard report types.
What does the role hierarchy control in Salesforce?
Custom object definitions
Field validation rules
Page layout assignments
Record-level access based on user roles
The role hierarchy in Salesforce grants record-level access based on a user's position in the organization. Users inherit the access rights of roles beneath them in the hierarchy.
Which tool provides screen-based guided flows for user interaction?
Workflow Rule
Flow Builder
Process Builder
Approval Process
Flow Builder is the declarative tool that supports screen-based, multi-step flows for user interaction. Process Builder and Workflow Rules do not provide user-facing screens.
Which dashboard component should you use to display a single key metric with visual trend indicators?
Chart
Table
Metric Table
Gauge
A Gauge component displays a single value against a scale or target, making it ideal for tracking key metrics. It visually shows progress toward a goal on a dashboard.
What feature enforces data quality by evaluating expressions that return true or false?
Permission Set
Page Layout
Workflow Alert
Validation Rule
Validation Rules enforce data quality by evaluating a formula that returns true or false upon record save. If the rule evaluates to true, it prevents the record from saving and displays an error.
Which Salesforce feature automatically routes new leads to specific users or queues based on criteria?
Case Escalation Rule
Lead Assignment Rule
Auto Response Rule
Lead Scoring Model
Lead Assignment Rules automatically route incoming leads to specific users or queues based on defined criteria. They help ensure leads are distributed consistently and promptly.
Hard
How do master-detail relationships differ from lookup relationships in Salesforce?
Master-detail relationships cannot have roll-up summary fields
Deleting the master record deletes its detail records
Lookup relationships inherit sharing settings automatically
Detail records can exist without the master record
Master-detail relationships enforce tight coupling by making detail records dependent on the master. Deleting a master record cascades deletion to all related detail records, unlike lookup relationships.
What feature allows you to display picklist options that depend on another field's value?
Workflow Rule
Record Type
Dependent Picklist
Validation Rule
Dependent picklists filter available options based on the controlling field's value. This feature ensures users see only relevant picklist values during data entry.
In which scenario is it best to use an Apex trigger instead of Process Builder or Workflow?
When sending simple email alerts
When defining page layout assignments
When complex data operations require transaction control and loops
When updating a single field on the same record
Apex triggers are necessary for complex data operations that require transaction control, loops, or handling multiple objects in a single transaction. Declarative tools like Process Builder and Workflow lack this level of control.
Which Salesforce API is recommended for lightweight web or mobile integrations?
REST API
Metadata API
SOAP API
Bulk API
The REST API is lightweight and uses standard HTTP methods, making it ideal for web and mobile integrations. Other APIs like Bulk or Metadata are optimized for different use cases.
Which Salesforce feature provides encryption of data at rest on standard and custom fields?
Field-Level Security
Classic Encryption
Shield Platform Encryption
Secure Socket Layer (SSL)
Shield Platform Encryption provides native at-rest encryption for standard and custom fields in Salesforce. It enhances data security by encrypting sensitive information on Salesforce servers.
0
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Learning Outcomes

  1. Analyse core Salesforce CRM features and functions.
  2. Identify key CRM objects and data relationships.
  3. Apply best practices for lead and opportunity management.
  4. Demonstrate understanding of Salesforce security and access controls.
  5. Evaluate customization and automation tools in Salesforce CRM.
  6. Master basic reporting and dashboard creation techniques.

Cheat Sheet

  1. Core Features of Salesforce CRM - Ready to dive into the heart of Salesforce? Explore how accounts, contacts, leads, and opportunities team up to track every customer touchpoint and sales milestone. Trailhead: Sales Cloud Fundamentals
  2. Custom Objects & Tailored Data - Give Salesforce your own twist by learning how to create and tweak standard and custom objects for your business needs. Tricking out page layouts and fields makes data entry smooth and users happy. Salesforce Admin Study Guide
  3. Key CRM Object Relationships - Master the connections that power your data - watch leads become accounts, contacts, and opportunities with a simple click. Understanding these relationships keeps your pipelines clean and your reporting sharp. Lightning Experience Implementation Basics
  4. Lead Management Best Practices - Supercharge your sales process by qualifying, assigning, and converting leads the smart way. Efficient lead routing and scoring means hot prospects don't slip through the cracks. Trailhead: Lead Management Tracks
  5. Opportunity Management Techniques - Become a deal-closing pro by tracking sales stages, forecasting revenue, and sealing the deal with confidence. Stay on top of every win or challenge with clear stages and pipeline views. Trailhead: Opportunity Management
  6. Salesforce Security Essentials - Keep your kingdom safe by mastering profiles, roles, and permissions. Lock down sensitive data and grant access only to the right champions in your organization. Salesforce Admin Study Guide: Security
  7. Custom Page Layouts & Record Types - Tailor the look and feel of your records with custom page layouts and record types that match your workflow. Smart layouts speed up user adoption and make the interface a breeze. Salesforce Admin Study Guide: Customization
  8. Automation with Workflows & Process Builder - Automate repetitive tasks and approvals to free up time for high-impact activities. Build workflows, process builders, and approval processes that run like magic in the background. Salesforce Admin Study Guide: Automation
  9. Basic Reporting Techniques - Uncover hidden trends by creating and customizing reports that shine a light on your sales data. Slice and dice information to make smarter, data-driven decisions. Trailhead: CRM Essentials Reports
  10. Dashboard Creation for Insights - Turn raw numbers into beautiful dashboards that tell the story of your success in real time. Watch charts, gauges, and tables update as your deals progress. Trailhead: CRM Dashboards
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