Picklist value set - Study guides, Class notes & Summaries

which lifecycle is CPQ a key part of? lead to cash What are the 4 types of product rules? validation, selection, filter, and alert rules CPQ ____ help ensure sales reps are putting together the right products and bundles every single time. product rules ___ confirm that a quote's product combinations or quote line field values match predetermined conditions. validation rules Set up rules to automatically add, remove, hide, enable, or disable options in a bundle. ...

The CPQ Admin wants to ensure that within one bundle, Products A and B cannot both be added to the quote. During configuration, the user should be able to freely switch between these options. If a user selects both, the system should only add Product A to the quote rather than Product B. Which setup should the Admin use to meet these requirements? A. A Product Validation Rule where two Error Conditions with Summary Variables test if Product A and B are both selected. If so, a message will d...

SFDC Admin 201, Exam Questions and answers, rated A+ Searching for Common Keyword - -Two users will not get the same search results if they search for a common keyword Queries can be made up of - -Users, Public Groups, and Roles Criteria- Based Sharing - -Criteria-based sharing rules allow administrators to share records based on field values rather than record ownership Can Standard profile permissions be edited? - -Standard profile permissions cannot be edited Who can invite custome...

SFDC Exam Study Guide | Questions and Answers (Complete Solutions) Which type of chart can be used to display summary values from two different levels of grouping in a report? (Choose 2) A) Funnel chart B) Grouped line chart C) Stacked bar chart D) Donut chart Which accounts are automatically synchronized on Salesforce Classic Lite? A) Any account created in the last 30 days B) Accounts that the user owns C) Accounts selected with the sync button D) All recently accessed accounts Which permiss...

A nonprofit organization created a custom Opportunity name for all organization donations.Which two considerations should the consultant discuss with the organization? Choose 2 answers: A. The organization should change existing Opportunities to the new naming convention through an upsert. B. The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action. C. The organization should change existing Opportunities to the new naming ...

1. How can attribute names be modified to match a naming convention in Cloud File Storage target? A. Update attribute names in the data stream configuration B. Update field names in the data model C. Set preferred attribute names when configuring activation D. Use a formula field to update the field name in an activation - B. Update field names in the data model 2. To import campaign members into a campaign in CRM a user wants to export the segment to Amazon S3. The resulting file ne...

Salesforce Process Automation Accredited Professional Questions With Complete Solutions. *** AUTOMATION BASICS *** A choice set can generate options with: A) Formulas B) Filtered records C) Picklist field values D) B) and C) - ANSWER-D) B) and C) .*** AUTOMATION BASICS *** A Dreamscape competitor has an inside customer service center. Agents answer thousands of support calls daily. Typical requests include a series of questions that vary by issue type. Which flow type captures ...

Salesforce Administrator Certification 2023. Questions and answers, rated A+ What are the four user licenses? - -Salesforce, Chatter External, Chatter Free, Identity What are the Salesforce default company settings? - -PST USD and English What is the identity license connected to? - -The experience site or portal What are the two ways to restrict access to data in Salesforce? - -Profile and Org Wide Defaults How does Salesforce set access at the org level? - -Trusted IP Ranges, Login IP R...

Product Feature a group of product options within a bundle. Use if you want to organize options into set groups, such as hardware and software. Product Options individual products that users can select from when configuring a bundle. Product Bundle A product with optional features or components that you want to include on a single quote line. Batch Quantity This allows you to price products by lots or bunches, such as $10 for every 32 units. This pricing method recalcula...

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. c In Salesforce territory management, which statement describes how a territory hierarchy is different from a role hierarchy? A. A te...