Permission Setting For Team

Question 1

How to Setup Up Role & Edit Permission for Role?

Answer 1

To Create a New Role
Search “Profile” in Setup -»You can create a new profile or edit the permision of exisiting profile

To Create anew user
Search “user” in setup-» Create a new user with desired profile

Question 2

How to setup data backup?

Answer 2

Search “Data administration” in Setup -» data backup -» Select the backup time interval

Question 3

What button do you click to convert a contact back to a lead?

Answer 3

You can do via custom button and custom function

Question 4

When would you use “Omitted” as the forecast type?

Answer 4

When you want to leave potentials with that stage out of the forecast

Question 5

If you want to prevent users from exporting contacts out of the CRM, what should you do?

Answer 5

Clone the standard profile and then disable exports for all the modules