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Salesforce Opportunities Mastery Quiz

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Questions and Answers

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?

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?

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!