A marketing manager wants to make the Reason Lost field required on the opportunity when he stage is changed to Closed Lost.
What should the salesforce associate do to enforce this requirement?
A Salesforce associate wants to locate a record within the custom object called Shipment’.
What is the most efficient way to find a record within this object?
A college wants to incorporate Salesforce into its admissions program using Program Enrollment and Course Connections.
Which Salesforce cloud provides these features as standard offerings?
A sales manager at Get Cloudy Consulting wants a report that shows their top-selling product families by quantity.
A salesforce associate at Get cloudy Consulting is configuring object access. The requirements are:
Sales Manager must have the same access to Opportunities.
Marketing managers must have the same access to Campaigns.
What is the recommend approach to configuring their access?
A Salesforce associate is creating new user accounts for a new project management team.
What will be the role of each new team member?
Which Trailhead feature should Get Cloudy Consulting use to create a custom teaming path for its employees?
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?
Get Cloudy Consulting is rolling out Salesforce to its organization. New users may have different access requirements base on department.
What should be recommended to allow new users the correct access based on their department’s requirements?
Get Cloudy Consulting currently stores information about is customers and partners in the Account object. There are a few details specific to partners that are not applicable to customers.
What is the recommended way to display only the information application to each group?
