Salesforce help Study guides, Class notes & Summaries

Salesforce Associate Certification Exam Questions And Answers What is salesforce? a customer relationship management solution that gives every business team- from sales and marketing to commerce, service, and beyond- a single, shared view of every customer. What is trailhead? online learning platform learning topics are organized into modules, which are broken up into units to finish a unit you earn points by completing a quiz or challenge trails are groups of modules that provide gui...

Salesforce Administrator Certification Exam Questions Correct Answers Current Update (A Pass) Which feature allows a user to group campaigns within a specific marketing program or initiative? - campaign hierarchy - campaign lists - campaign members - campaign influence - Answers -- campaign hierarchy Which dashboard component can display data from the summary rows of reports? - gauge - table - chart - metric - Answers -- table - chart Which setting can a system administrator ...

A consultant is working on a Service Cloud implementation with a fixed budget and timeline. The analysis phase of the project has just been completed. Additional requirements were discovered that will result in the project exceeding timeline and budget constraints. What is the first step the consultant should take to address the issue? A. Adjust the dates in the project plan to account for the additional requirements and communicate the new timeline. B. Add development resources to the project...

SALES CLOUD CONSULTANT EXAM 2024 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 answer D. Opportunity pipeline report grouped by month When the billi...

What is the Salesforce Ecosystem? - Answer Upgraded version of excel and Google Sheets. Allows you to check in with clients automatically based on where they are in the customer journey. A place where you will not have to worry about losing customer data. Salesforce is the leading CRM (Customer Relationship Management) provider with many products to help serve your customer. What does the Salesforce security permissions do? - Answer Allow stakeholders to keep their deals, cases and o...

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...

2024 IDIS 433 FINAL EXAM ACTUAL QUESTIONS AND ANSWERS GRADED A+ S.M.A.R.T. goals S. - Specific M. - Measurable A. - Aligned R. - Reach-out or Relevant T. - Time-bound 10 steps structured brainstorming 1. State what you are brainstorming and write it where everyone can see it. 2. Ask for help in brainstorming, and go for: a large number of ideas and at least one "wild" i idea from each and expect to hear "seed" words. 3. Have participants write their ideas individually ...

Course Careers - Sales Technology Final Exam Study Set Already Passed What is a Sales Cadence? A sequence of touch-points you do to attract your prospect to establish a connection to start an engagement or sale. What is the Sales Process (Sales Cycle)? A set of Specific actions you follow from start to finish to close a new customer. What are the stages of the Sales Cycle?` Research > Outreach > Discovery > Present > Follow Up > Close What is a Sales Funnel? A vi...

The Director of Sales at Cosmic Circle Financial informs you that there is a lot of cost incurred in relationship-building activities with the wrong contacts. Newly recruited sales agents often invest time and resources in connecting with contacts who might not have any ability to influence a sales deal. As a Salesforce Sales Cloud consultant, what could you do to help? Choose 2 answers. A. Recommend rolling out Account Contact Roles feature B. Recommend rolling out Contact Hierarchies featu...

2024 Pardot Specialist Exam Questions and Answers | 100% Correct. A Pardot administrator wants to use progressive profiling to collect information on a prospect over time.What is the recommended Pardot asset to use? A. Third party form B. Pardot landing page without a form C. Pardot form D. Pardot form handler - ANSWER C What should be enabled on a Pardot form if an Administrator wants to sign many people up on the same computer at a trade show booth? A. "Not you"? Link B. reCAPTCHA ...