After universal containers converted qualified leads. Sales reps need to be able to report on converted leads. How should an app builder support for this requirement?
The solution that an app builder should use to meet this requirement is creating a custom report type with converted leads as the primary object. A custom report type is a template that defines the objects and fields that are available for a report. The app builder can create a custom report type that has converted leads as the primary object and includes fields from related objects, such as accounts, contacts, and opportunities. This way, sales reps can create reports on converted leads and see their related information. Option A is incorrect because enabling preserve lead status in the lead conversion settings does not affect the reporting on converted leads, but rather allows users to retain the original lead status after conversion. Option B is incorrect because assigning the representative view and edit converted leads permission does not affect the reporting on converted leads, but rather allows users to view and edit converted lead records. Option C is incorrect because ensuring the representative has read access to the original lead records does not affect the reporting on converted leads, but rather allows users to view the original lead records.
Cloud Kicks (CK) increased its Salesforce development efforts so that it now has multiple custom development efforts happening in parallel. CK's developers and admins perform the custom (rations and have complained that working in one sandbox has led to many problems. They requested a solution in which they can work in at least 20 different sandboxes at once, that all start with the same base configuration and data.
What should an app builder use to solve the problem?
Partial Copy Sandboxes are ideal for testing and development purposes as they include a subset of production data and can be refreshed more frequently than Full Copy sandboxes. References:
Salesforce Help - Types of Sandboxes
An app builder is creating a custom object called Testimonial__c and wants toconnect Testimonial__c records with both the submitter's
Contact record and Account record. If the Account is deleted, the Testimonial__c should also be deleted. If the Contact is deleted, but the
Account remains, the Testimonial__c should remain.
How should this be accomplished?
Universal Containers generates leads from three different sources: web, trade shows, and partners. Some of the information collected is applicable to all sources, there is also information that is unique to each type of lead. What should an app builder configure to meet these requirements?
The solution that the app builder should configure to meet these requirements is creating three lead record types each with its own page layout containing the relevant fields. This way, the app builder can customize the fields and sections that appear on each record type based on the source of the lead. Option B is incorrect because creating a partner community and a record type for web and trade show leads does not address the requirement of collecting information that is unique to each type of lead, as partner community users may have different fields and layouts than internal users. Option C is incorrect because creating three sections on the lead layout and instructing users to collapse the non-relevant fields does not address the requirement of collecting information that is unique to each type of lead, as users may still see or enter data in the wrong fields. Option D is incorrect because creating custom page layouts for each type of lead only containing the relevant fields does not address the requirement of collecting information that is applicable to all sources, as users may miss some common fields.
The finance manager at Universal Containers wants to receive a new business notification email each time a new client is won. The sales manager wants to receive a task letting them know to onboard the new client unless it is a top-tier client.
Which automation tool should an app builder use to best address all these requests?