Cloud Kicks works on an annual subscription model. When a sales rep marks an opportunity as closed won, a newopportunity should automatically be created for the renewal. The contracts team works outside of Salesforce but also needs to be notified about closed deals in order to initiate the contract process with the customer.
Which automation solution would meet these requirements?
An app builder is creating a custom object called Testimonial__c and wants toconnect Testimonial__c records with both the submitter's
Contact record and Account record. If the Account is deleted, the Testimonial__c should also be deleted. If the Contact is deleted, but the
Account remains, the Testimonial__c should remain.
How should this be accomplished?
Cloud Kicks has five years of sales data and would like to track when customers made their first purchase. How should an app builder use a roll-up summary to meet the requirements?
An app builderneeds to create new automation on an object.
What best practice should the app builder follow when building out automation?
UniversalContainers uses a custom picklist field Account Region on the account record. They want this region to be reflected on all related contact records and stay in sync if the value of this field changes on the Account.
How should an app builder meet this requirement?
Ursa Major Solar (UMS) is looking to hire some new employees. UMS wants to allow the same applicant to apply for multiple open positions using a single application.
What should an app builder recommend to meet these requirements?
Universal Containers wants to deliver purchased containers to remote construction address. In these cases the customers will supply UC with the coordinates to the location.
What type of field should the app builder use to capture this information?
Ursa Major Solar wants to provide sales console users with an Incredible experience, with the most-used components easily accessible at all times.
What solution can enable reps to see and access these components from anywhere within the app without leaving the pagere where the team is working?
Cloud Kicks wants to know the total value of all won Opportunities for Accounts and display it on the record.
What type of summary should the app builder use in the roll-up summary field?
Universal Container wants customers to be able to open cases from a public-facing website.
What should the app builder use to enable visitors to the website?