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>> Exam Plat-101 Flashcards <<
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NEW QUESTION # 58
A salesforce associate wants to retrieve a record for a business but only remembers a portion of the business name.
Using the fewest clicks, how should the associate search the account records for the desired business?
Answer: B
Explanation:
Using the global search box is the best way to search the account records for the desired business using the fewest clicks. The global search box is a feature that allows the user to search for records across multiple objects and fields using keywords or phrases. The global search box also supports wildcards, operators, and filters to refine the search results. For example, the user could enter "Get*" in the global search box to find all account records that start with "Get". Using a list view of all accounts would not work, because a list view is a filtered set of records that display data in a tabular format. A list view does not support wildcards or operators, and it requires more clicks to apply filters and sort the records. Using a report of all accounts would not work, because a report is a tool that displays data from one or more objects in a tabular or graphical format. A report does not support wildcards or operators, and it requires more clicks to create, run, and filter the report.
NEW QUESTION # 59
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?
Answer: B
Explanation:
The Salesforce products that best suit GCC's needs are Sales Cloud, Service Cloud, and Marketing Cloud. Sales Cloud helps GCC communicate its products and services to its prospective customers, improve its sales pipeline forecast and management, and achieve its quarterly revenue goals6. Service Cloud helps GCC offer support to customers through its website, phone, email, chat, and social media channels7. Marketing Cloud helps GCC create personalized customer journeys across email, mobile, social, web, and more
NEW QUESTION # 60
Salesforce associate received a promotion and needs Edit access to fields on opportunity records across the organization.
Which user setting need updating to allow Edit access?
Answer: B
Explanation:
Permission sets are used to grant additional access to users based on their functional or departmental needs. A permission set can be assigned to multiple users, regardless of their profile. A permission set can include field- level security settings that allow edit access to specific fields on an object. Queues are used to group records and assign them to a team of users who can work on them. Public groups are used to group users, roles, or other groups for the purpose of sharing records or sending email.
NEW QUESTION # 61
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?
Answer: A
Explanation:
The Trailblazer Community is the resource that the Salesforce associate should use to post a question that anyone around the globe who is familiar with Salesforce can answer. The Trailblazer Community is an online platform where Salesforce users, partners, employees, and experts can connect, collaborate, and learn from each other. The Trailblazer Community allows the user to ask questions, join groups, share ideas, access resources, and earn badges. Trailhead Academy is a resource that provides training courses, certifications, and learning paths for Salesforce users who want to enhance their skills and knowledge. 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.
NEW QUESTION # 62
A sales manager requests a report that shows total opportunity amounts grouped by:
* Small opportunities - Amount is less than $50,000.
* Medium opportunities - Amount is between $50,000 and 5100,000.
* Large opportunities - Amount is more than $100,000.
How should the Salesforce associate create a field to show the amount as described above?
Answer: B
Explanation:
The best way to create a field that shows the amount as described in the question is to use a bucket field off of Amount. A bucket field lets you group report values into categories without creating a formula or a custom field2. You can create a bucket field for any numeric, picklist, or text field in a report.
NEW QUESTION # 63
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