Salesforce Features and Functionalities

Froggy Jumps

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A module review for Lesson 3 and 4

Creada por

Catherine Paragele

Estados Unidos

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Froggy Jumps Salesforce Features and FunctionalitiesVersión en línea A module review for Lesson 3 and 4 por Catherine Paragele 1 Which User Menu feature allows quick access to frequently used tasks without navigating to a record? a Favorites b Global Actions c Guidance Center 2 Which tab primarily stores merchant processing and transaction data? a Accounts b Contracts c Processing Accounts 3 Where are cards typically displayed on an Account record? a Inside Related data tabs b On the left panel c On the right side of the page 4 What is the correct tab to go to locate prior merchant interactions? a Cases card or tab b Assets tab c Account record (Details tab) 5 What is the correct tab to confirm legal business information? a Cases card or tab b Assets tab c Account record (Details tab) 6 What is the advantage of opening records using Cards instead of manually navigating tabs? a Cards improve system performance b Cards direct users to the correct record and tab c Cards allow editing without permissions 7 You need to confirm who is authorized to make decisions for a merchant account. Where should you look? a Assets tab b Related Contacts on the Account c Processing Account Details 8 Where would you most likely locate merchant transaction pricing and fee structures? a Opportunities tab b Reports tab c Pricing tab 9 What tab or card can you find the records of all sales orders that have been submitted on an account? a Opportunities b Pricing c Cases 10 Which type of information is most commonly found on a Processing Account but not on an Account? a Legal business name b Account hierarchy c Terminal and MID information

Froggy Jumps

Salesforce Features and FunctionalitiesVersión en línea

A module review for Lesson 3 and 4

por Catherine Paragele

Which User Menu feature allows quick access to frequently used tasks without navigating to a record?

Favorites

Global Actions

Guidance Center

Which tab primarily stores merchant processing and transaction data?

Accounts

Contracts

Processing Accounts

Where are cards typically displayed on an Account record?

Inside Related data tabs

On the left panel

On the right side of the page

What is the correct tab to go to locate prior merchant interactions?

Cases card or tab

Assets tab

Account record (Details tab)

What is the correct tab to confirm legal business information?

Cases card or tab

Assets tab

Account record (Details tab)

What is the advantage of opening records using Cards instead of manually navigating tabs?

Cards improve system performance

Cards direct users to the correct record and tab

Cards allow editing without permissions

You need to confirm who is authorized to make decisions for a merchant account. Where should you look?

Assets tab

Related Contacts on the Account

Processing Account Details

Where would you most likely locate merchant transaction pricing and fee structures?

Opportunities tab

Reports tab

Pricing tab

What tab or card can you find the records of all sales orders that have been submitted on an account?

Opportunities

Pricing

Cases

Which type of information is most commonly found on a Processing Account but not on an Account?

Legal business name

Account hierarchy

Terminal and MID information

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Salesforce Features and Functionalities

Froggy Jumps

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Froggy Jumps

Salesforce Features and FunctionalitiesVersión en línea

por Catherine Paragele

Which User Menu feature allows quick access to frequently used tasks without navigating to a record?

Which tab primarily stores merchant processing and transaction data?

Where are cards typically displayed on an Account record?

What is the correct tab to go to locate prior merchant interactions?

What is the correct tab to confirm legal business information?

What is the advantage of opening records using Cards instead of manually navigating tabs?

You need to confirm who is authorized to make decisions for a merchant account. Where should you look?

Where would you most likely locate merchant transaction pricing and fee structures?

What tab or card can you find the records of all sales orders that have been submitted on an account?

Which type of information is most commonly found on a Processing Account but not on an Account?

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