9 Questions
To simplify the Opportunity record page view, what action should the Salesforce standard profile end user take?
Collapse related lists or detail sections on the page.
How should a Salesforce associate create a field to categorize opportunities based on their amounts?
Create a formula field off of the Opportunity amount field.
Where can a Salesforce associate check the number of available licenses to assign to new employees?
Company Information
How is access to records owned by their team but not other teams controlled for a manager in Salesforce?
Utilizing Sharing Settings based on User Roles.
Where should a Salesforce associate navigate to add a new related list of cases to an Account record?
Account Record page layout editor
How can a Salesforce associate ensure that a dashboard displays the most up-to-date data?
By refreshing the browser
Which feature should the account owner at ForceFox utilize to calculate the total value of all opportunities?
A Roll-Up Summary field
Which Salesforce product should ForceFox implement to support customers through multiple digital channels like web chat, SMS, Facebook Messenger, and WhatsApp?
Service Cloud
What is a key feature of the multi-tenant architecture that Salesforce utilizes, which ForceFox plans to migrate to?
Resources are shared, but tenants cannot access each other's data
Learn how to simplify a Salesforce Opportunity record page and create reports based on total opportunity amounts grouped by different criteria. Topics include collapsing detail sections, changing page layout assignment, and grouping opportunities by their amount.
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