Podcast
Questions and Answers
To simplify the Opportunity record page view, what action should the Salesforce standard profile end user take?
To simplify the Opportunity record page view, what action should the Salesforce standard profile end user take?
- Change the owner of the Opportunity.
- Remove tasks related to the Opportunity.
- Collapse related lists or detail sections on the page. (correct)
- Modify the Opportunity stage values.
How should a Salesforce associate create a field to categorize opportunities based on their amounts?
How should a Salesforce associate create a field to categorize opportunities based on their amounts?
- Create a custom field in Setup linked to Opportunity amounts.
- Create a lookup field to link opportunities based on amount ranges.
- Create a bucket field off of the Opportunity stage.
- Create a formula field off of the Opportunity amount field. (correct)
Where can a Salesforce associate check the number of available licenses to assign to new employees?
Where can a Salesforce associate check the number of available licenses to assign to new employees?
- Salesforce Help
- User Management Settings
- Company Information (correct)
- Profile Licensing Overview
How is access to records owned by their team but not other teams controlled for a manager in Salesforce?
How is access to records owned by their team but not other teams controlled for a manager in Salesforce?
Where should a Salesforce associate navigate to add a new related list of cases to an Account record?
Where should a Salesforce associate navigate to add a new related list of cases to an Account record?
How can a Salesforce associate ensure that a dashboard displays the most up-to-date data?
How can a Salesforce associate ensure that a dashboard displays the most up-to-date data?
Which feature should the account owner at ForceFox utilize to calculate the total value of all opportunities?
Which feature should the account owner at ForceFox utilize to calculate the total value of all opportunities?
Which Salesforce product should ForceFox implement to support customers through multiple digital channels like web chat, SMS, Facebook Messenger, and WhatsApp?
Which Salesforce product should ForceFox implement to support customers through multiple digital channels like web chat, SMS, Facebook Messenger, and WhatsApp?
What is a key feature of the multi-tenant architecture that Salesforce utilizes, which ForceFox plans to migrate to?
What is a key feature of the multi-tenant architecture that Salesforce utilizes, which ForceFox plans to migrate to?
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