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Questions and Answers
What are some details included in opportunity records?
What are some details included in opportunity records?
- Name and phone number
- Location and address
- Date and time
- Account, amount, and stage (correct)
How can opportunities be created?
How can opportunities be created?
- Only by clicking "new" on the opportunities tab
- Both directly and through lead conversion (correct)
- Only through lead conversion
- By clicking "add" on the account related list
How can opportunity stages be changed?
How can opportunity stages be changed?
- By marking the opportunity as complete
- By deleting the opportunity and creating a new one
- By editing the opportunity record (correct)
- By linking the opportunity to an account
Study Notes
- Opportunities are potential sales or deals with accounts
- Opportunity records include details such as account, amount, and stage
- Opportunities can be created directly or through lead conversion
- To create an opportunity, go to the opportunities tab and click "new"
- You can link the opportunity to an account by clicking "add"
- Opportunities can be viewed in the account related list
- Opportunity stages can be changed by editing or marking as complete
- Details can be added to the opportunity record
- Opportunities can be deleted by clicking the delete button
- The text provides a step-by-step guide to creating and managing opportunities.
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Description
"Mastering Salesforce Opportunities: Test Your Knowledge!" This quiz is perfect for anyone looking to enhance their understanding of Salesforce Opportunities. Test your knowledge on creating, managing, and linking opportunities to accounts, as well as editing stages and adding details to opportunity records. Use your expertise to help drive sales and land those important deals!
