Get Cloudy Consulting gets 90°^b of its business from trade shows. Sales reps create many lead records during these events, but they often forget to change the Lead Source field toTrade Show'.What should help the sales reps when they create these lead records?
Answer(s): C
Changing the default value of the Lead Source field from `Web' to `Trade Show' is the best way to help the sales reps when they create these lead records, as it will automatically populate the field with the correct value, and save them time and effort.
What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?
A roll-up summary field is a field on the parent object that calculates the sum, average, min, or max of a field on the child records. It can be used to learn the sum of the amount for each opportunity related to an account.
A Salesforce standard profile end user is looking for specific information on an Opportunity record page. They are overwhelmed by the required scrolling to see the page.What should the user do to simplify the page to see only what they want?
Answer(s): A
Collapsing detail sections is a way to simplify the page to see only what the user wants, as it will hide the fields in that section and reduce the scrolling.
Refer to the screenshot that shows the Home page.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?
Selecting the personalization button (pencil icon), then clicking and dragging the item name up or down to adjust its location is the correct way to customize the items on the navigation bar, as shown in the screenshot.
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
Answer(s): B
The company information page shows the number of licenses available to be assigned to the new employees, as well as other details about the organization.
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?
The opportunities Kanban view is a visual summary of opportunities in a list view, where the associate can summarize, filter, and move opportunities along the pipeline by dragging and dropping them.
Get Cloudy Consulting (GCC) wants to simplify its sales teams Account Record page with the following recommendations:· Adding tabs· Hiding components· Making fields conditionally visibleWhere should GCC's Salesforce associate go to draft these changes for review?
The Lightning App Builder is a tool that allows the associate to draft changes to the account record page, such as adding tabs, hiding components, and making fields conditionally visible, and preview them before publishing.
A Salesforce associate is using Global Search to find a record but does not remember the name of the record they want to find.What should the associate use to search for the record?
Wildcards and operators are symbols that can be used to search for records when the name of the record is not known. For example, the asterisk (*) can be used to match any string of characters, and the AND operator can be used to combine multiple terms.
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q.189 - answers are incorrect.
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