Podcast
Questions and Answers
Which tool should an administrator use to review recent configuration changes?
Which tool should an administrator use to review recent configuration changes?
- Critical Updates
- Debug Logs
- Field History Tracking
- Setup Audit Trail (correct)
The VP of Sales at DreamHouse Realty has requested a dashboard to visualize enterprise sales across different teams. The key requirement is to display the total annual sales and track progress toward the enterprise sales goal. Which dashboard component will effectively present this data as a single value while indicating proximity to the target goal?
The VP of Sales at DreamHouse Realty has requested a dashboard to visualize enterprise sales across different teams. The key requirement is to display the total annual sales and track progress toward the enterprise sales goal. Which dashboard component will effectively present this data as a single value while indicating proximity to the target goal?
- Table
- Stacked Bar
- Donut
- Gauge (correct)
Cloud Kicks wants a report to categorize accounts into small, medium, and large based on the dollar value found in the Contract Value field. What feature should an administrator use to meet this request?
Cloud Kicks wants a report to categorize accounts into small, medium, and large based on the dollar value found in the Contract Value field. What feature should an administrator use to meet this request?
- Group Rows
- Bucket Column (correct)
- Detail Column
- Filter Logic
The administrator at Ursa Major Solar has mistakenly imported records into an object. What are the two tools that should be used to undo this import?
The administrator at Ursa Major Solar has mistakenly imported records into an object. What are the two tools that should be used to undo this import?
The administrator at Cloud Kicks has a custom picklist field on the Lead object, but the values are missing on the Contact when leads are converted. What two actions should the administrator take to ensure that these values are populated?
The administrator at Cloud Kicks has a custom picklist field on the Lead object, but the values are missing on the Contact when leads are converted. What two actions should the administrator take to ensure that these values are populated?
When users log in to Salesforce via the user interface, which two settings does the system check for authentication?
When users log in to Salesforce via the user interface, which two settings does the system check for authentication?
When a sales representative clicks a button on an opportunity, a simple discount calculator screen should be launched. Which automation tool should an administrator use to build this discount calculator screen?
When a sales representative clicks a button on an opportunity, a simple discount calculator screen should be launched. Which automation tool should an administrator use to build this discount calculator screen?
Cloud Kicks has a screen flow with two questions on the same screen, but only one is necessary at a time. The administrator has been asked to show only the question that is needed. How should an administrator complete this?
Cloud Kicks has a screen flow with two questions on the same screen, but only one is necessary at a time. The administrator has been asked to show only the question that is needed. How should an administrator complete this?
What is the order of execution when a Case record is saved?
What is the order of execution when a Case record is saved?
What are three settings an administrator should configure to make it easy for approvers to respond to approval requests?
What are three settings an administrator should configure to make it easy for approvers to respond to approval requests?
Cloud Kicks wants to use knowledge articles to reduce the number of calls into the call center. Which two features should the administrator configure to help address this requirement?
Cloud Kicks wants to use knowledge articles to reduce the number of calls into the call center. Which two features should the administrator configure to help address this requirement?
An administrator needs to back up all of the data and metadata in a Salesforce org. Which two options should the administrator use?
An administrator needs to back up all of the data and metadata in a Salesforce org. Which two options should the administrator use?
DreamHouse Realty wants to ensure its sales team follows a consistent process when working on Opportunities. Which two features should the administrator use to guide the sales team?
DreamHouse Realty wants to ensure its sales team follows a consistent process when working on Opportunities. Which two features should the administrator use to guide the sales team?
An administrator at AW Computing needs to create a new user in Salesforce. Which two pieces of information are required when creating a new user?
An administrator at AW Computing needs to create a new user in Salesforce. Which two pieces of information are required when creating a new user?
An administrator wants to ensure the sales team has access to the most current information on leads and contacts. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure the sales team has access to the most current information on leads and contacts. Which feature should the administrator use to accomplish this goal?
The support team at Cloud Kicks wants to track the number of cases related to each product. Which type of field should an administrator create to accomplish this?
The support team at Cloud Kicks wants to track the number of cases related to each product. Which type of field should an administrator create to accomplish this?
Universal Containers wants to ensure its sales team only sees opportunities that are relevant to them. Which two features should the administrator use to accomplish this goal?
Universal Containers wants to ensure its sales team only sees opportunities that are relevant to them. Which two features should the administrator use to accomplish this goal?
The sales team at DreamHouse Realty wants to track all of their interactions with leads, including emails, calls, and meetings. Which feature should the administrator use to accomplish this goal?
The sales team at DreamHouse Realty wants to track all of their interactions with leads, including emails, calls, and meetings. Which feature should the administrator use to accomplish this goal?
An administrator needs to prevent users from creating new accounts with the same name as existing accounts. Which feature should the administrator use to accomplish this goal?
An administrator needs to prevent users from creating new accounts with the same name as existing accounts. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to send targeted emails to leads based on their industry. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to send targeted emails to leads based on their industry. Which feature should the administrator use to accomplish this goal?
An administrator needs to ensure that all users have access to the same set of reports and dashboards. Which feature should the administrator use to accomplish this goal?
An administrator needs to ensure that all users have access to the same set of reports and dashboards. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the time it takes to resolve cases. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the time it takes to resolve cases. Which feature should the administrator use to accomplish this goal?
An administrator wants to automate the process of assigning leads to sales reps based on their location. Which feature should the administrator use to accomplish this goal?
An administrator wants to automate the process of assigning leads to sales reps based on their location. Which feature should the administrator use to accomplish this goal?
The sales team at Cloud Kicks wants to track the products that are included in each opportunity. Which feature should the administrator use to accomplish this goal?
The sales team at Cloud Kicks wants to track the products that are included in each opportunity. Which feature should the administrator use to accomplish this goal?
An administrator wants to prevent users from deleting accounts that have related open opportunities. Which feature should the administrator use to accomplish this goal?
An administrator wants to prevent users from deleting accounts that have related open opportunities. Which feature should the administrator use to accomplish this goal?
The marketing team at DreamHouse Realty wants to track the source of each lead. Which feature should the administrator use to accomplish this goal?
The marketing team at DreamHouse Realty wants to track the source of each lead. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have the same view of the Salesforce org. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have the same view of the Salesforce org. Which feature should the administrator use to accomplish this goal?
The support team at Cloud Kicks wants to track the satisfaction of its customers. Which feature should the administrator use to accomplish this goal?
The support team at Cloud Kicks wants to track the satisfaction of its customers. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are using the same terminology when referring to accounts. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are using the same terminology when referring to accounts. Which feature should the administrator use to accomplish this goal?
The sales team at DreamHouse Realty wants to track the competitors that they are up against in each opportunity. Which feature should the administrator use to accomplish this goal?
The sales team at DreamHouse Realty wants to track the competitors that they are up against in each opportunity. Which feature should the administrator use to accomplish this goal?
An administrator wants to prevent users from editing certain fields on closed opportunities. Which feature should the administrator use to accomplish this goal?
An administrator wants to prevent users from editing certain fields on closed opportunities. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the number of leads that are generated from each campaign. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the number of leads that are generated from each campaign. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have the same set of home page components. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have the same set of home page components. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the number of times that a case has been reopened. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the number of times that a case has been reopened. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are following the same naming conventions when creating accounts. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are following the same naming conventions when creating accounts. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the ROI of its marketing campaigns. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the ROI of its marketing campaigns. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have access to the same set of custom objects. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have access to the same set of custom objects. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the reason why a case was closed. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the reason why a case was closed. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are required to enter a description when creating a new opportunity. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are required to enter a description when creating a new opportunity. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the number of leads that are converted into opportunities. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the number of leads that are converted into opportunities. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the number of cases that are resolved on the first call. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the number of cases that are resolved on the first call. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are required to enter a phone number when creating a new lead. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are required to enter a phone number when creating a new lead. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the number of leads that are generated from each social media channel. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the number of leads that are generated from each social media channel. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have access to the same set of page layouts. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have access to the same set of page layouts. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the number of cases that are escalated to a higher level of support. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the number of cases that are escalated to a higher level of support. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are required to enter a postal code when creating a new account. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are required to enter a postal code when creating a new account. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the number of leads that are generated from each email campaign. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the number of leads that are generated from each email campaign. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have access to the same set of record types. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have access to the same set of record types. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the number of cases that are resolved within a certain timeframe. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the number of cases that are resolved within a certain timeframe. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are required to enter a country when creating a new contact. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are required to enter a country when creating a new contact. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the number of leads that are generated from each webinar. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the number of leads that are generated from each webinar. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have access to the same set of list views. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have access to the same set of list views. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the number of cases that are resolved by each support agent. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the number of cases that are resolved by each support agent. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are required to enter a state when creating a new account. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are required to enter a state when creating a new account. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the number of leads that are generated from each trade show. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the number of leads that are generated from each trade show. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have access to the same set of global actions. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have access to the same set of global actions. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have access to the same set of quick actions. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users have access to the same set of quick actions. Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the number of cases that are resolved by each channel (e.g., phone, email, chat). Which feature should the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the number of cases that are resolved by each channel (e.g., phone, email, chat). Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are required to enter a street address when creating a new account. Which feature should the administrator use to accomplish this goal?
An administrator wants to ensure that all users are required to enter a street address when creating a new account. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the number of leads that are generated from each search engine. Which feature should the administrator use to accomplish this goal?
The marketing team at Cloud Kicks wants to track the number of leads that are generated from each search engine. Which feature should the administrator use to accomplish this goal?
An administrator at Cloud Kicks needs to ensure that all users have access to the same set of quick actions on the Account object. The administrator has already created the quick actions. Which feature should the administrator use to accomplish this goal most efficiently?
An administrator at Cloud Kicks needs to ensure that all users have access to the same set of quick actions on the Account object. The administrator has already created the quick actions. Which feature should the administrator use to accomplish this goal most efficiently?
The support team at DreamHouse Realty wants to track the number of cases resolved by each channel (e.g., phone, email, chat) to optimize resource allocation. Besides 'Case Resolution by Channel Tracking', what alternative approach could the administrator use to accomplish this goal?
The support team at DreamHouse Realty wants to track the number of cases resolved by each channel (e.g., phone, email, chat) to optimize resource allocation. Besides 'Case Resolution by Channel Tracking', what alternative approach could the administrator use to accomplish this goal?
An administrator wants to ensure that all users are required to enter a street address when creating a new account, but also wants to provide a more user-friendly experience with real-time address suggestions. Which approach should the administrator take?
An administrator wants to ensure that all users are required to enter a street address when creating a new account, but also wants to provide a more user-friendly experience with real-time address suggestions. Which approach should the administrator take?
The marketing team at Cloud Kicks wants to track the number of leads generated from each search engine, and also gain insights into the keywords driving the most conversions. Which feature, in addition to 'Search Engine Lead Source Tracking', would provide this enhanced level of detail?
The marketing team at Cloud Kicks wants to track the number of leads generated from each search engine, and also gain insights into the keywords driving the most conversions. Which feature, in addition to 'Search Engine Lead Source Tracking', would provide this enhanced level of detail?
An administrator wants to ensure that all users have access to the same set of mobile actions, but also tailor certain actions to specific user roles within the Salesforce mobile app. Which additional feature should the administrator use in conjunction with 'Mobile Actions Layout'?
An administrator wants to ensure that all users have access to the same set of mobile actions, but also tailor certain actions to specific user roles within the Salesforce mobile app. Which additional feature should the administrator use in conjunction with 'Mobile Actions Layout'?
An administrator at Cloud Kicks needs to create a process that automatically updates a custom 'Lead Score' field when a new lead is created. The 'Lead Score' should be calculated based on the lead's industry and job title. Which automation tool is most suitable for this?
An administrator at Cloud Kicks needs to create a process that automatically updates a custom 'Lead Score' field when a new lead is created. The 'Lead Score' should be calculated based on the lead's industry and job title. Which automation tool is most suitable for this?
DreamHouse Realty uses a custom object called 'Property Showing' to schedule property viewings for potential buyers. The administrator needs to implement a solution that automatically sends an email reminder to the buyer one day before the scheduled showing. Which automation tool should the administrator use?
DreamHouse Realty uses a custom object called 'Property Showing' to schedule property viewings for potential buyers. The administrator needs to implement a solution that automatically sends an email reminder to the buyer one day before the scheduled showing. Which automation tool should the administrator use?
Universal Containers wants to revamp its sales process and implement a guided selling experience for its sales team. The goal is to ensure that sales reps follow a standardized set of steps when working on opportunities and are prompted with relevant information at each stage. Which Salesforce feature should the administrator use to achieve this?
Universal Containers wants to revamp its sales process and implement a guided selling experience for its sales team. The goal is to ensure that sales reps follow a standardized set of steps when working on opportunities and are prompted with relevant information at each stage. Which Salesforce feature should the administrator use to achieve this?
AW Computing has a requirement to automatically assign incoming cases to specific support agents based on their product expertise and workload. The administrator needs to configure a solution that considers both factors when routing cases. Which approach should the administrator take?
AW Computing has a requirement to automatically assign incoming cases to specific support agents based on their product expertise and workload. The administrator needs to configure a solution that considers both factors when routing cases. Which approach should the administrator take?
Cloud Kicks wants to implement a system that tracks customer satisfaction after a case is closed. The goal is to send a survey to the customer a few days after the case is resolved and collect feedback on their experience. Which tool is most suitable for this?
Cloud Kicks wants to implement a system that tracks customer satisfaction after a case is closed. The goal is to send a survey to the customer a few days after the case is resolved and collect feedback on their experience. Which tool is most suitable for this?
The sales team at DreamHouse Realty wants to be able to quickly create a follow-up task directly from an email they receive in Salesforce. Which feature should the administrator enable to allow them to achieve this?
The sales team at DreamHouse Realty wants to be able to quickly create a follow-up task directly from an email they receive in Salesforce. Which feature should the administrator enable to allow them to achieve this?
Universal Containers wants to ensure that all contacts associated with an account inherit the account's billing address. If the account's billing address is updated, the contact's address should automatically be updated as well. What is the best way to accomplish this?
Universal Containers wants to ensure that all contacts associated with an account inherit the account's billing address. If the account's billing address is updated, the contact's address should automatically be updated as well. What is the best way to accomplish this?
AW Computing requires that all new leads from a specific campaign be automatically assigned to a dedicated sales queue. What is the most efficient way to configure this?
AW Computing requires that all new leads from a specific campaign be automatically assigned to a dedicated sales queue. What is the most efficient way to configure this?
Cloud Kicks wants to display a real-time stock ticker on their Salesforce home page, pulling data from an external financial data provider. What feature should the administrator use to achieve this?
Cloud Kicks wants to display a real-time stock ticker on their Salesforce home page, pulling data from an external financial data provider. What feature should the administrator use to achieve this?
To improve data quality, DreamHouse Realty wants to ensure that all opportunity records have a 'Close Date' that is in the future. What type of rule should the administrator use to enforce this?
To improve data quality, DreamHouse Realty wants to ensure that all opportunity records have a 'Close Date' that is in the future. What type of rule should the administrator use to enforce this?
Universal Containers wants to provide its sales reps with a dashboard that shows their open opportunities, closed deals, and progress towards their quarterly quota. They want to ensure the dashboard is prominently displayed each time they log in. Which of the following is the most effective method the administrator can use?
Universal Containers wants to provide its sales reps with a dashboard that shows their open opportunities, closed deals, and progress towards their quarterly quota. They want to ensure the dashboard is prominently displayed each time they log in. Which of the following is the most effective method the administrator can use?
AW Computing is implementing a new lead scoring system. They want to automatically update a lead's score each time the lead interacts with the company's website (e.g., filling out a form, downloading a whitepaper). What would be the most scalable and efficient way to achieve this?
AW Computing is implementing a new lead scoring system. They want to automatically update a lead's score each time the lead interacts with the company's website (e.g., filling out a form, downloading a whitepaper). What would be the most scalable and efficient way to achieve this?
Cloud Kicks needs to allow its customers to log support cases through their website. They want to capture key information such as the customer's name, email, product serial number, and a description of the issue. What is the best way to accomplish this?
Cloud Kicks needs to allow its customers to log support cases through their website. They want to capture key information such as the customer's name, email, product serial number, and a description of the issue. What is the best way to accomplish this?
The support team at DreamHouse Realty wants to track the number of cases resolved within a specific time frame (e.g., within 24 hours). They also want to see which support agents are consistently meeting this Service Level Agreement (SLA). What steps should the administrator take to configure this functionality?
The support team at DreamHouse Realty wants to track the number of cases resolved within a specific time frame (e.g., within 24 hours). They also want to see which support agents are consistently meeting this Service Level Agreement (SLA). What steps should the administrator take to configure this functionality?
AW Computing wants to prevent sales reps from creating duplicate account records. They want the system to automatically check for existing accounts with the same name and display a warning message before allowing the new record to be saved. What Salesforce feature should the administrator implement?
AW Computing wants to prevent sales reps from creating duplicate account records. They want the system to automatically check for existing accounts with the same name and display a warning message before allowing the new record to be saved. What Salesforce feature should the administrator implement?
Flashcards
Setup Audit Trail
Setup Audit Trail
A tool to review recent configuration changes in Salesforce, logging modifications to profiles, permission sets, and custom objects.
Gauge Component
Gauge Component
A dashboard component presenting a single metric with progress towards a goal, like tracking total annual sales.
Bucket Column in Reports
Bucket Column in Reports
Salesforce report feature that categorize records without needing custom fields or formulas, useful for bucketing data into ranges.
Mass Delete & Data Loader
Mass Delete & Data Loader
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Convert Lead Picklist Value
Convert Lead Picklist Value
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Salesforce Authentication
Salesforce Authentication
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Flow Builder
Flow Builder
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Conditional Visibility
Conditional Visibility
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Case Execution Order
Case Execution Order
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Approval Response Settings
Approval Response Settings
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Article Data
Article Data
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Data Export Service & Sandbox
Data Export Service & Sandbox
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Sales Consistency
Sales Consistency
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New Salesforce User Info
New Salesforce User Info
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Lightning Sync
Lightning Sync
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Lookup Field
Lookup Field
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Opportunity Limits
Opportunity Limits
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Activity Timeline
Activity Timeline
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Duplicate Rules
Duplicate Rules
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Segmentation
Segmentation
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Quick Actions Layout
Quick Actions Layout
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Case Resolution by Channel Tracking
Case Resolution by Channel Tracking
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Validation Rules
Validation Rules
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Search Engine Lead Source Tracking
Search Engine Lead Source Tracking
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Mobile Actions Layout
Mobile Actions Layout
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Study Notes
- Use the Setup Audit Trail to review recent configuration changes in Salesforce.
- The Setup Audit Trail logs changes to profiles, permission sets, custom objects, and fields for security and troubleshooting.
Visualizing Sales Data on a Dashboard
- Use the Gauge component on a dashboard to display total annual sales and progress toward the sales goal.
- The Gauge component presents a single key metric and progression toward a predefined target providing a clear visual representation.
Categorizing Accounts in Reports
- Use the Bucket Column feature in Salesforce reports to categorize accounts based on the Contract Value field.
- It allows admins to categorize records without custom fields or formulas.
- Define ranges for the Contract Value field to group accounts:
- Small: $0 - $10,000
- Medium: $10,001 - $50,000
- Large: $50,001 and above
Correcting Data Import Errors
- Use Mass Delete Records to delete multiple records that meet specific filter criteria after a mistaken import.
- Use Data Loader to export mistakenly imported records by filtering, then delete them in bulk.
Handling Custom Picklist Field Values During Lead Conversion
- Create a custom picklist field on the Contact object that corresponds to the custom picklist field on the Lead object, as this stores the value after conversion
- Map the picklist field on the Lead to the Contact to transfer the value during lead conversion.
Authentication Settings for User Interface Logins
- Salesforce checks Two-Factor Authentication for User Interface Logins permission for authentication.
- Salesforce checks profile login hours restrictions to prevent access outside specified times.
Creating a Discount Calculator Screen
- Use Flow Builder as it is the best tool for building custom screens/forms launched when a user clicks a button.
- Screen flows with input fields, calculations, and logic can be built using it.
Displaying Conditional Questions in a Screen Flow
- Use Conditional Visibility in Flow Builder to control when a component is displayed, based on defined criteria.
- Applying conditional visibility will hide unnecessary questions making it a cleaner flow.
Order of Execution for Case Records
- When a Case record is saved, Salesforce executes rules and processes in this order:
- Assignment Rules: Determine case ownership by user or queue.
- Auto-Response Rules: Send automated emails after assignment.
- Workflow Rules: trigger email alerts, field updates, tasks etc
- Escalation Rules: Reassign cases or notify users if no action is taken.
Configuring Approval Request Responses
- Add the Items to Approve component to the approvers' home page, which allows easy approval directly from home page.
- Enable the organization's email approval response setting to enable the approval/rejection of requests from email.
- Approvers can respond to approval requests with Chatter with the appropriate settings enabled.
Reducing Call Center Volume with Knowledge Articles
- Enable Data Categories to classify and organize articles, for helping users to find relevant information.
- Define Article Types for different topics, allowing structured content creation and improved searchability
Backing Up Data and Metadata
- Data Export Service can be used to schedule automatic weekly/monthly exports of data/metadata
- Sandbox is used to create a full copy of the production org for backup and testing.
Ensuring Consistent Opportunity Processes
- Implement Sales Path to guide users through the sales process with key fields, guidance, and resources.
- Define Business Processes to standardize stages and processes for Opportunities
Required Information for New User Creation
- The profile that determines access to objects, fields, and features
- The username for user login to Salesforce
Maintaining Current Lead and Contact Information
- Use Lightning Sync to synchronize contacts and events between Salesforce and user applications automatically.
Tracking Cases Related to Each Product
- Create a lookup field on the Case object that relates to the Product object
- This allows the support team to associate each case with a specific product therefore it can be tracked
Ensuring Sales Team Access to Relevant Opportunities
- Use Territory Management to segment opportunities based on geographic or other relevant criteria to ensure sales reps see the right ones.
- Control access to opportunities at the base level by setting Organization-Wide Defaults which gives opportunities to the users needed
Tracking Interactions with Leads
- Use the Activity Timeline which can track all interactions with leads to give a comprehensive view of activity related to each lead.
Preventing Duplicate Account Creation
- Use Duplicate Rules to identify and stop the creation of new accounts that share names with existing ones.
Sending Targeted Emails to Leads
- Segmentation is used to divide leads into groups based on specified factors such as industry.
Standardizing Access to Reports and Dashboards
- Use Folders to organize and share reports and dashboards
Tracking Case Resolution Time
- Determine Service Level Agreements (SLAs) to track the time it resolves cases.
Automating Lead Assignment
- Use Assignment Rules to automatically assign leads based on location or other criteria.
Tracking Products Included in Opportunities
- Use Opportunity Products and the included quantity, price, and discount to track all relevant opportunities.
Preventing Deletion of Accounts with Open Opportunities
- Use Validation Rules which can prevent users from deleting accounts that still have related opportunities
Tracking Lead Sources
- Use the Lead Source Field for tracking the source whether it is a web, referral, or event.
Standardizing the User Interface
- Use User Interface Settings to customize the look and feel of Salesforce org for all users.
Tracking Customer Satisfaction
- After its resolution use Case Surveys to track satisfaction.
Maintaining Consistent Terminology
- Use Rename Tabs and Labels to customize terms that are used in Salesforce.
Tracking Competitors
- Implement the Competitors Related List to track the people that the sales team are up against on certain deals.
Preventing Edits on Closed Opportunities
- Use Validation Rules to prevent editing certain fields on closed opportunities.
Tracking Leads Generated per Campaign
- Use Campaign Influence to track the number of leads from each campaign.
Standardizing Home Page Components
- Use Home Page Layouts to customize home page for different user profiles.
Tracking Case Reopenings
- Enable Case History Tracking for insights into number of times a case gets reopened
Enforcing Naming Conventions
- Use Validation Rules which can validate all users abide by the agreed naming conventions for creating accounts.
Measuring Marketing Campaign ROI
- Campaign ROI can measure the return on investment of marketing campaigns.
Standardizing Custom Object Access
- Use Profiles to control the access to custom objects for different user groups.
Tracking the Reason a Case is Closed
- Use the Case Closed Reason Field, use this custom setting for tracking the reasons that a case was closed
Requiring Descriptions for New Opportunities
- Use Validation Rules or ensuring descriptions are entered on new opportunities
Tracking Lead Conversion to Opportunities
- Use Lead Conversion Tracking to track which leads converted to opportunities
Standardizing Access to Custom Fields
- Use Profiles to control access to custom fields for different user groups.
Tracking First Call Resolution
- Use First Call Resolution Tracking to track the cases that were resolved on the first call
Requiring a Phone Number for New Leads
- Implement Validation Rules so that users have to enter a phone number for new leads.
Tracking Leads from Social Media Channels
- Social Media Lead Source Tracking is great at tracking the leads from different social media channels
Standardizing Page Layout Access
- Use Profiles to control page layouts.
Tracking Case Escalations
- Use Case Escalation Tracking to track the number of cases that are escalated to a higher level.
Requiring a Postal Code for New Accounts
- Use Validation Rules to ensure the new accounts have a postcode entered.
Tracking Leads Generated from Email Campaigns
- Email Campaign Lead Source Tracking to track leads that are generated from those campaigns
Standardizing Record Type Access
- Use Profiles to control records types.
Tracking Case Resolution Timeframe
- Case Resolution Time Tracking helps show cases that are resolved within certain timeframes
Requiring a Country for New Contacts
- Validation Rules can ensure that the new contacts have the country entered
Tracking Leads from Webinars
- Webinar Lead Source Tracking can determine what leads came from which webinars
Standardizing Access to List Views
- Use List View Sharing to control what list views can be available to different user groups
Tracking Case Resolution by Agent
- Agent Tracking can track resolutions by each agent
Requiring a State for New Accounts
- Validation Rules ensures a state is entered when new accounts are made
Tracking Leads from Trade Shows
- Use Trade Show Lead Source Tracking to track leads from the trade show
Standardizing Global Actions
- Enforce Global Actions Layout for actions that are availble to different user groups
Tracking Cases Resolved by Team
- Use Team Tracking and track resolutions of all support teams
Requiring a City for New Contacts
- Use Validation Rules for knowing which users are requied to enter a city on these contacts
Tracking Leads by Partner
- Partner Tracking can highlight which partner is generating which lead
Standardizing Quick Actions
- Quick Actions Layout controls quick actions to different user groups
Tracking Cases Resolved by Channel
- Channel Tracking will highlight the track the number of cases resolved by channel
Requiring a Street Address for New Accounts
- Enforce Validation Rules and user has to enter a street address for an account
Tracking Leads from Search Engines
- Search engine tracking helps track leads from each search engine
Standardizing Mobile Actions
- Mobile Actions Layout is the layout used to control which actions are available to all the different user groups
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