Qn.1)When identifying processes to bring into Salesforce, look for: I)Manual processes with numerous stepsII)Email-driven processesIII)Teams using spreadsheets to run the businessIV)Documents shared on local directoriesV)All of the above Show Answer answer= V)All of the above Qn.2)Three use cases for Finance on the platform are:
When identifying processes to bring into Salesforce what to look for?
When identifying processes to bring into Salesforce, look for: by Er. Pramod Yadav Scroll Down for Answers If you scroll down then you will get the answer, When identifying processes to bring into Salesforce, look for: Contents Salesforce Platform Basics Find Use Cases for the Platform High Impact, Low Effort
When does the approval process begin in Salesforce?
An Approval Process begins when a record is.. A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard, how would an administrator enable this?
What are the ways to capture leads with Salesforce?
Merge Field 1. Attached File3. Text4. Merge Field What are the ways leads can be captured with Salesforce? (Choose two answers)1. Web to Lead2. Lead Assignment3. Email to Lead4. Lead Import 1. Web to Lead4. Lead Import A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request.
What can be used to make a field required in Salesforce?
Field Level Seurity or Page Layout can be used to make a field required What should a system administrator consider before importing a set of records into Salesforce?1. The import file should include a record owner for each record2. Data should of de-duplicated in the import file prior to import3.
When identifying processes to bring into Salesforce look for 2 three use cases for finance on the platform are?
B)Three use cases for Finance on the platform are: I)Help desk, Pricing, Facilities management. II)Vendor management, Transportation, Contract management. III)Budget management, Pricing, Contract management. IV)Identity management, Billing management, Budget management.
What are the three main categories in the setup menu quizlet?
There are three main categories in the Setup menu: Administration, Platform Tools, and Settings.
What is an easy way to find what you’re looking for in the setup menu quizlet?
Click one of the main categories in the Setup menu, then look at the page to the right. A. Type the first few letters of what you’re looking for in the Quick Find box.
What is an easy way to find what you’re looking for in the setup menu Mcq?
3)What is an easy way to find what you’re looking for in the Setup menu? I)Type the first few letters of what you’re looking for in the Quick Find box. II)Click headings and subheadings until you find what you’re looking for. III)Memorize what’s in each category.
When identifying processes to bring into Salesforce look for?
The correct answer to your question “When identifying processes to bring into Salesforce look for” is option E; All of the above. Because Salesforce is fast and using that will help you in boosting the productivity and efficiency of the marketing and sales team.
What is Salesforce setup menu?
The Setup menu is accessed from the Setup link on the upper-right corner of any Salesforce page. The Setup menu is organized into goal-based categories: Administer, Build, Deploy, Monitor, and Checkout. Personal settings, which all Salesforce users can edit, are available from a separate My Settings menu.
Which of the following can you locate using quick find in setup?
Use Quick Find to Locate a Setup Page Quick Find lets you navigate to any Setup page using a keyword. You can search for pages related to users and data, user interface modification, org security, and more. Quick Find is the best way to find what you’re looking for if you know its name.
When you want to find an app after you install it what should you enter in the Quick Find box in Setup installed apps?
From Setup, search and select Installed Packages in the Quick Find box. Snap the name of the bundle you installed. It will be a similar name to the AppExchange download page.
How do you search on Quizlet?
To search your study sets by keyword Select Your library at the top of the page. Select Study sets. Choose to search Recent sets you’ve viewed or sets you’ve Created. Enter the term you’re looking for in the Type to filter field.
Which is the easiest and fastest report format to look at data?
Tabular reports are the simplest and fastest way to look at your data.
How do you solve a Mcq question?
Multiple-Choice Test Taking Tips and StrategiesRead the entire question. … Answer it in your mind first. … Eliminate wrong answers. … Use the process of elimination. … Select the best answer. … Read every answer option. … Answer the questions you know first. … Make an educated guess.More items…
How do I study for the MCQ exam?
These steps for studying for a multiple choice exam will improve your chances of getting the grade you want.Start Studying The First Day of School.Ask for the Multiple Choice Test Content.Create a Study Schedule.Organize Your Chapter Notes.Set a Timer.Master the Material.Ask Someone to Quiz You.
What is metadata in salesforce?
Like a contract between two pieces of software, allowing them to connect and exchange information. Metadata refers to:Everything in your salesforce org, including your customer and user dataA representation of your standard functionality, without customizationsData about dataConfiguration-based modifications only.
How to create a custom field in Schema Builder?
To create a custom field from the Schema Builder:From the Objects tab, select New > FieldIn the canvas, right-click an object and select New FieldFrom the Elements tab,drag a field type onto the canvas. From the Elements tab,drag a field type onto the canvas.