A Salesforce associate has received a request to create new users for a group of new employees.
Where can the associate check the number of licenses available to be assigned to the new employees
A Salesforce associate at Get Cloudy Consulting needs a list of all active contacts grouped by Account. What is the first step in building this report?
Sales reps at Get Cloudy Consulting want to see a visual representation of their emails and phone calls with a contact.
Which contact record component must be present so users can see this?
A manager can see all of the records owned by their team, but not records owned by other teams.
How is access to the records being controlled?
A nonprofit organization wants to help ensure residents in their area receive health checkups. The nonprofit also wants to ensure resident tracking history and all data are stored in a way that complies with local privacy laws.
Which Salesforce cloud solution should help meet these needs?
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A Salesforce associate reviews a report that shows more information than they need. The associated see individual records but only wants to see the Record Count.
Which switches should the associated toggle to only show the Record Count?
A Salesforce associate wants to learn more about an app to see if it would be a good fir for a business need, but they are not a system administrator.
Where can they learn more about the app?
A Salesforce associate wants to update an opportunity record they just closed. Which relationship is standard as a Lookup field on an opportunity?
Get Cloud Consulting (GCC) currently uses separate platform for marketing sales, commerce, service, and information technology. As GCC continues to grow, it decides to move all departments onto Salesforce.
What would provide GCC the most benefit by mobbing to the Salesforce Platform?
When a sales rep needs to give an additional discount for an opportunity, a manager needs to review and authorize the discount request.
What should be used to lock the record before a decision is made?
A Salesforce associate is looking at a custom Contact list view and wants to show more information from the record.
What should they do to add the missing key columns?
A Salesforce associate is asked to add a new employee record to their client. Get Cloudy Consulting.
To which object should they add this record?
A VP of sales is requesting an easy-to-understand visual representation of accounts and opportunities that have been worked on by the sales agents in the current quarter in order to identify trends, sort data, and measure the impact of their activities.
What is recommended to meet these requirements?
A Salesforce associate recently relocated from Get Cloudy Consulting s San Francisco office to its new London office. The associate wants to change their work hours information in the Salesforce org to reflect their new time zone.
Which method is easiest to change these settings?
A Salesforce associate wants to connect with other Salesforce associates in their local area.
Which Salesforce resource allows them to network and collaborate with others based on role and location?
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A Salesforce associate wants to reorder items in their instance so the Reports tab appears immediately after Home.
What should the associate do to customize the items on the navigation bar?
An online retail company uses Sales Cloud and Marketing Cloud. The company's Salesforce associate needs help while working in Marketing Cloud and wants to hear other Salesforce professionals' opinions. They would like to post a question that anyone around the globe who is familiar with Salesforce can answer.
Which resource should they use?
A Salesforce associate is viewing information within a report and needs to export the data.
Into which types of files can the report be exported?
A salesforce associate is excited to find they can combine the challenge of learning new skills with the chance of winning prizes?
How should a Salesforce associate ensure a dashboard has the most current data?
Get Cloudy Consulting (GCC) wants to migrate to Salesforce as its business continues to grow. GCC's needs include:
Communicating available products and services to its prospective customers
Improving its sales pipeline forecast and management quarterly revenue goals
Offering support to customers through its website, consider for implementation?
Which Salesforce role produces data-driven solutions by eliciting, documenting, and examining requirements around organizational challenges?
Get Cloudy Consulting (GCC) wants to customize its Sales application’s Home tab with additional components.
Outside of the org, where should GCC' Salesforce associate go to collaborate with others on solutions that might resonate with GCC users?
Get Cloudy Consulting (GCC) currently supports its customers via calls and emails. GCC wants to meet the needs of digitally savvy customers by offering support via web chat as well as SMS, Facebook Messenger, and WhatsApp.
Which Salesforce product should meet this need?
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?
A Salesforce associate wants a visual summary of opportunities in a list view. The associate would like to summarize, filter, and move opportunities along the pipeline.
What should they do to meet this requirement?