Salesforce Opportunity Record Page and Report Creation
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Questions and Answers

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?

  • 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?

  • 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?

<p>Utilizing Sharing Settings based on User Roles. (C)</p> Signup and view all the answers

Where should a Salesforce associate navigate to add a new related list of cases to an Account record?

<p>Account Record page layout editor (C)</p> Signup and view all the answers

How can a Salesforce associate ensure that a dashboard displays the most up-to-date data?

<p>By refreshing the browser (B)</p> Signup and view all the answers

Which feature should the account owner at ForceFox utilize to calculate the total value of all opportunities?

<p>A Roll-Up Summary field (B)</p> Signup and view all the answers

Which Salesforce product should ForceFox implement to support customers through multiple digital channels like web chat, SMS, Facebook Messenger, and WhatsApp?

<p>Service Cloud (D)</p> Signup and view all the answers

What is a key feature of the multi-tenant architecture that Salesforce utilizes, which ForceFox plans to migrate to?

<p>Resources are shared, but tenants cannot access each other's data (A)</p> Signup and view all the answers

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