Applications, Activities and Mobile Flashcards
If there is a new product line that results in a more complex sales process, how would the system admin configure SF to ensure only the appropriate stages are visible based on the product line?
- create a new sales process to determine which stages appear for this new product line
- create a new opportunity record type to display a unique page layout for this new product line
___ rules verify that the data user enters in record meets the standards specific before the user can save the record
Validation
A category within a sales cycle to which an opportunity is assigned based on the opportunity stage
Forecast
What setting can be used to prompt users to add a product info to opportunity ?
Enable opportunity settings
____ rules define conditions that determine how leads or cases are processed
Assignment rules
What prioritizes, distributes and assigns records to teams who share workloads?
Queues
Custom fields in a lead object can be mapped to what objects?
Opportunity, account, contact
How does an admin configure a process to capture different types of information and cycle for two different teams sales process?
Create page layout, sales process and record type for each type of sale
What would a salesforce admin add to track product strengths and weakness compared to other vendors?
Competitors on the opportunity page layout
A company wants the sales team to access information about closed won opportunities with the common competitor for all pending big deals. What set of features should the system admin implement?
Competitors and similar opportunities
how should a system admin implement bi weekly notifications for sales reps that include opportunities that need attention based on last logged or past due in the last 30 days?
create opportunity updates reminders
how should a sales process be modified to ensure opportunities are not doubled counted in the pipeline?
Change the forecast category to omitted on the duplicate opportunities
What two objects can be related to campaign members?
Leads and contact
How can multiple campaign records be associated with a single opportunity?
Campaign influence
What feature tracks how often a file is viewed?
Content deliveries
what two related lists should be added to the opportunity page layout to tack how campaigns contribute to the overall pipeline?
Campaign influence and contact roles
What would you enable so anytime a comment is added to case, it sends a notification to the customer?
Case comment notification
___ rules automatically escalate cases when the case meets the criteria defined in the rule entry
Escalation
What are the two benefits of using data categories with salesforce knowledge
Articles can be classified into groups and access can be controlled
which feature should an admin use to allow its customer to interact with each other and share best practices
communities
what configuration action should be performed to ensure every case gets assigned to a valid owner?
define the default case owner in the support settings
What is the potential benefit of using suggested solutions?
reduced support cost
What SF feature should a company implement to provide a method for its resellers to track their leads and opportunities?
Lightning partner community
A system admin enables case feed actions and feed items in a support setting. With appropriate profile permissions enabled, what change will users see?
case will use feed layout rather than standard page layouts
How do you assigned IT support request to go to different teams?
Assignment rules and queues
Gather customer support request directly from your company website and automatically generate new cases with ___-__-__
Web-to- case
What provides a way for employees, customers, and partners to connect in one place?
Communities
Defined conditions that determine how leads or cases are processed
Assignment Rules
What type of rules sends automatic email responses to lead or case submission based on attributes?
Auto response rules
what allows an org to create and manage a knowledge base with your company information and securely shared it when and where needed?
Salesforce knowledge
___ rules automatically escalation cases when the case meets the criteria defined in the rule entry
Escalation
How should a sales rep create an all day event in salesforce?
check the all day event checkbox for that event
How should a chatter user send a message to another chatter user that cannot be viewed by anyone else?
Post a private message to the recipient
___ are records if the interaction your org has with records such as accounts, contacts and opportunities. They can be either task r events
activities
Which functions can be customized for the Salesforce mobile app
Navigation menu and object compact layout
What can be synced between Salesforce and outlook?
events
What option can be added to Outlook Publisher Layouts?
Quick Actions
