Cloud Kicks wants to display 10 key fields at once in a separate section at the top of opportunity records on the desktop.
Which componentshould an app builder add to the record page to enable this functionality?
Ursa Major Solar's sales team has been struggling to enter data on mobile since rollout; the team dislikes scrolling through all of the fields to input only the necessary data.
How could the app builder solve this with minimal impact to desktop users?
A Service Coordinator (SC) for Ursa Major Solar (UMS) does a final review of work orders owned by a technician for a specific region before the records are submitted for an invoice. Beforeclosing out the work order, the SC needs to modify data or remove attachments that were added by mistake. The SC also needs access to any other related records owned by the technician.
What solution would provide the required access, given a private data model?
When a deal is closed- won, it has to be approved by the owner's manager prior to being added to the leaderboard for a quarterly sales competition. An opportunity is won on the last day of the quarter and themanager is on vacation.
What is recommended to ensure all of the appropriate deals are reviewed and the leaderboard is up to date?
The sales Operations team at AWS Computing deletes accounts for a variety of a reasons. The sales ops director is worried that the Sales team may delete accounts that sales reps are actively selling into.
Mow should the app builder keep accounts with open opportunities from being delected?
Universal Containers wants users to have access to the pricing guidelines document when viewing a Contract related to an Account.
What feature should an app builder use to create easy access to the document?
Universal Containers conduct evaluations of their sales reps using a custom object consisting of numerical scores and executive comments. The company wants to ensure that only the sales reps, and their manager's executive can view the rep's evaluation record but the reps should not be able to view the executive comment field on their review. How can these requirement be met?
Universal Containers (UC) has created a picklist field called Status on three separate custom objects. UC has a requirement to share the list of values for this field across each object.
Whichfeature would an app builder use?
An app builder installs an unmanaged package in a full copy sandbox that ts an exact match for production, and now they are ready to install it m production. When the app builder attempts to install the package in production, it fails.
Why did the package fail to install?
Universal Containers would like to collaborate with its customers within Salesforce, and has decided to enable the "Allow Customer Invitations" Chatter setting. What permission is granted to Customers when invited to ChatterGroup?