Salesforce user basics - Study guides, Class notes & Summaries

Key features of the Home Page include: - ️️Assistant News Performance Chart Upcoming events Today's tasks Recent records Top Deals Completely customizable by the admin Collaborating in Salesforce is helpful for: - ️️Building online, searchable content source over time Collaborating in context on individual deals and records Crowd sourcing expertise from across your company Creating groups, following people/topics, asking questions After verifying a lead is qualified, conv...

Salesforce User Basics - Module

Salesforce User Basics

After verifying a lead is qualified, converting the Lead creates what? An Account with a linked Contact and Opportunity Collaborating in Salesforce is helpful for: Building online, searchable content source over time Collaborating in context on individual deals and records Crowd sourcing expertise from across your company Creating groups, following people/topics, asking questions What does CRM stand for? Customer Relationship Management When converting a lead, the following three record...

Salesforce User Basics – Module Exam Practice Questions and Answers After verifying a lead is qualified, converting the Lead creates what? - ANSWER-An Account with a linked Contact and Opportunity Collaborating in Salesforce is helpful for: - ANSWER-Building online, searchable content source over time Collaborating in context on individual deals and records Crowd sourcing expertise from across your company Creating groups, following people/topics, asking questions What does CRM stand ...

Apex Workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Part 1: Orientation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Creating Warehouse Custom Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Using the Developer Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Activati...

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 Process Automation Accredited Professional Exam Questions and Answers What flow type should be used when a record is created? - ANSWER-Record-Triggered What flow type should be used when a record is created or updated; e.g., when an account is created OR the account priority field is changed? - ANSWER-Record-Triggered What flow type should be used when a record is deleted? - ANSWER-Record-triggered How would you satisfy a requirement to launch a process after a certain amount o...

Contact managers want to be alerted 30 days prior to the end of a contract. They want both email alerts and tasks created. Workflow or Process Builder. Create either with criteria for any contract created. Set time dependent actions based on contract expiration date to create a new task and an email alert. When an opportunity is closed won, the amount needs to be sent to the financial system to create a billing record. Set up a Workflow with an outbound message to the financial system. ...

Workflow and Process Automation Questions with correct Answers 2023 Contact managers want to be alerted 30 days prior to the end of a contract. They want both email alerts and tasks created. Workflow or Process Builder. Create either with criteria for any contract created. Set time dependent actions based on contract expiration date to create a new task and an email alert. When an opportunity is closed won, the amount needs to be sent to the financial system to create a billing record. ...