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A Salesforce associate at Get Cloudy Consulting is given a list of opportunities to work through. The associate asks for an easier way to change the opportunity stage.
What should be recommended?
The recommendation for the associate to change the opportunity stage more easily is to switch to the Kanban View. The Kanban View is a visual representation of the records in a list view, organized by stages or other categories. The associate can drag and drop the records from one column to another to update the stage or other fields. The Kanban View also shows key metrics and alerts for each column, such as the total amount, number of records, and overdue tasks. Creating multiple list views or using a Dynamic Dashboard View are not as convenient and efficient as using the Kanban View.
A sales manager at Get Cloudy Consulting wants a report that shows their top-selling product families by quantity.
The steps that the sales manager should follow to create a report that shows their top-selling product families by quantity are:
Group by product family > Filter to show only Closed Won opportunities > Sum the total number sold
These steps will allow the sales manager to see how many products from each product family were sold in the closed opportunities, and compare the performance of different product families.
Get Cloudy Consulting (GCC) has recently been onboarded as a Salesforce customer. GCC wants to enroll its in-house IT administration team in a Salesforce instructor-led training workshop.
Which resource provides virtual and in-person learning that should help the team accelerate their Salesforce knowledge?
Where can a Salesforce associate find information that provides a view of interactions with a contact?
The Activity Timeline in Salesforce provides a chronological view of all past and upcoming interactions with a contact. This includes logged calls, emails, meetings, and tasks. It is a central feature to track engagement and manage customer relationships effectively.
B . Details Tab: Displays static information about the contact, such as name, email, and address, but not interaction history.
C . Contact History: Refers to changes made to a contact's field values over time, not interaction logs.
Reference from Salesforce Documentation:
A Salesforce associate has been tasked with creating new fields on the Contact object and determining what type of field be used for each one.
Where should the associate go to understand the differences between the data types?
Salesforce Help is where the associate should go to understand the differences between the data types. Salesforce Help is a resource that provides documentation, guides, videos, and support for Salesforce users who need assistance with using or troubleshooting Salesforce products and features. Salesforce Help has a section called Data Types that explains the characteristics and use cases of each data type, such as text, number, date, picklist, checkbox, and so on. Customer Support is a service that provides technical support and assistance for Salesforce users who encounter issues or errors with Salesforce products and features. Customer Support is not a resource that explains the differences between the data types, but rather a resource that helps resolve problems or incidents. App Launcher is a feature that allows the user to access all the apps and objects in Salesforce, such as Sales, Service, Marketing, and so on. App Launcher is not a resource that explains the differences between the data types, but rather a feature that helps navigate the user interface.