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6 Cards in this Set
- Front
- Back
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On what objects can duplicate rules be configured? pick 3 a. contact b. opportunity c. custom objects d. product e. lead |
a. contact c. custom objects e. lead |
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As a Sales Manager, John is finding that he is adding the same people to his opportunity team and is looking for a more efficient way of managing his opportunities. What is true regarding Opportunity Teams? a. A default Opportunity Team can be defined on the role level b. The default Opportunity Team cannot be added in the Salesforce Mobile App c. John can set up a default Opportunity Team in his personal settings d. If defined, a default Opportunity Team can be added with one click |
c. John can set up a default Opportunity Team in his personal settings d. If defined, a default Opportunity Team can be added with one click |
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which of the following statements are true about accessing telephony features in Salesforce using Sales Dialer? choose 3 a. it requires a feature license in Lightning Experience and Salesforce Classic b. it is only available in Lightning Experience c. it supports recording calls using an additional plugin d. it supports incoming and outgoing calls e. users can call by clicking on phone number fields |
B. it is only available in Lightning Experience d. it supports incoming and outgoing calls e. users can call by clicking on phone number fields |
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an administrator is considering changing the default company locale. what should the administrator consider when doing this? a. the company locale is set as the default for new users, but any user chan change their personal locale setting b. the company locale is set as the default for the new users but can be changed only by an administrator c. the company locale is not set as the default for new users; users must set the locale on their user record when they first log in d. the company locale will be used for all users, and it cannot be changed |
a. the company locale is set as the default for new users, but any user change their personal locale setting |
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if a record meets one criteria, an email should be sent. if the record meets a different criteria, a task should be created. it is possible that a record meets both criteria. which option should be used to meet the requirement? a. create one process using Process Builder b. define two processes using Process Builder c. create one workflow rule with two workflow actions d. create two workflow rules, each with its own action |
a. create one process using Process Builder |
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which of the following are true regarding the Lead Conversion process? pick 3 a. an Account is created if one with the same name is not found b. a Contact is created if one with the same name is not found c. custom Lead fields can be inserted into standard or custom Account, Contact or Opportunity fields d. an Opportunity is always created e. if Person Accounts are enabled and the Company field does not have a value, a person account will be created |
a. an Account is created if one with the same name is not found b. a Contact is created if one with the same name is not found e. if Person accounts are enabled and the Company field does not have a value, a person account will be created. |
