Salesforce workflow - Study guides, Class notes & Summaries

Universal Containers was bought by a larger company and needs to provide information on a monthly basis to the new parent company to help predict sales. Which data should the new parent company review? A. Dashboard of user login history B. Count of new lead records created C. Number of activities tied to opportunities D. Opportunity pipeline report grouped by month correct answersD. Opportunity pipeline report grouped by month When the billing address on an account is changed, the mai...

Questions from Sales Cloud cert prep workshop-Jeopardy correct answersQuestions from Sales Cloud cert prep workshop-Jeopardy It is best practice to limit the workflows on Leads because Leads will not be converted if there is an applicable workflow action on it. True or False correct answersTrue A prospective customer completed a Web-to-lead form on your corporate Web site. Upon follow up with a sales representative, the customer indicated he intends to buy your product. In the Salesf...

Salesforce Certified Integration Architecture Designer What are some examples of Inbound integration points? - 1.) Creating and Hosting Apex REST and Web Services 2.) Email 3.) The standard Salesforce SOAP and REST APIs 4.) Chatter REST API When creating an Apex Web Service, what two annotations are required? - 1.) The Apex class must be *global* 2.) The class method must be annotated with *webservice* and *static*. For example: global class MyWebServices { webservice stat...

What are some examples of Outbound integration points? - ️️1.) Outbound Messages (Workflow Action) 2.) SOAP services for invoking external web services (i.e. apex classes generated from a WSDL provided by/from/for a third party external application) 3.) HTTP to invoke external REST services 4.) Email When creating an Apex Web Service, what two annotations are required? - ️️1.) The Apex class must be *global* 2.) The class method must be annotated with *webservice* and *static*. ...

Salesforce Admin Certification Exam Questions and Answers Latest Updated 2024/2025 (100% Solved GRADED A+) Which schedule type can be defined for a product? (Choose 2) Revenue Quantity Forecast Production ️Quantity ️Revenue How can a sales user relate an opportunity to a campaign? (Choose 2) Use the campaign influences related list on the opportunity Select the campaign record type when creating the opportunity Select the primary campaign source for the opportunity Use the campaign hierarch...

Salesforce Platform App Builder Exam Questions With Verified Answers What are the capacities of sandbox devloper dev pro partial full - answer200mb 1gb 5 gb full : same as source are there radio buttons standard in Salesforce - answerno radio buttons only check box Where do fields and actions come from on the highlights panel on a record detail page - answerfields come from - compact layout actions come from - page layout On a rich text component what does "Display as card" do - ...

Salesforce Advanced Administrator Exam Questions With 100% Correct Answers An administrator notices there are too many duplicate records, numerous sharing rules, and a large number of manually shared records. Which situation may this be a symptom of? A. A role hierarchy that has too few roles. B. A sharing model that is too public. C. A sharing model that is too private. D. Object permissions on profiles that are too restrictive. - answerc In Salesforce territory management, which state...

Question 1: Correct Ursa Major Solar (UMS) wants to utilize opportunities to track and report customer subscriptions to its online magazine. Payments can be made using the following methods: • In full (all at one time) • Weekly • Monthly • Quarterly How should this solution be implemented? A)Enable schedules on product objects. B) Use assets with a lookup to opportunity object. C) Use contracts with a lookup to opportunity object. D) Enable schedules on the opportunity ob...

Questions from Sales Cloud cert prep workshop-Jeopardy Questions from Sales Cloud cert prep workshop-Jeopardy It is best practice to limit the workflows on Leads because Leads will not be converted if there is an applicable workflow action on it. True or False True Brainpower Read More 0:01 / 0:15 A prospective customer completed a Web-to-lead form on your corporate Web site. Upon follow up with a sales representative, the customer indicated he intends to buy your produ...

Questions from Sales Cloud cert prep workshop-Jeopardy Questions from Sales Cloud cert prep workshop-Jeopardy It is best practice to limit the workflows on Leads because Leads will not be converted if there is an applicable workflow action on it. True or False True Brainpower Read More 0:01 / 0:15 A prospective customer completed a Web-to-lead form on your corporate Web site. Upon follow up with a sales representative, the customer indicated he intends to buy your produ...