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8 Cards in this Set
- Front
- Back
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What option can be added to Outlook Publisher Layouts? |
Quick Actions |
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Lightning for Outlook |
Lightning for Outlook can link emails in Microsoft Outlook to contacts, leads, accounts, opportunities, and cases in Salesforce. It can also relate events to records within Salesforce. |
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Salesforce Mobile App |
The Salesforce app gives you access to the same information you see on your computer, but organized for getting work done while away from the office. |
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As Salesforce adoption as increased throughout Ursa Major Solar, the sales reps need access to the Salesforce mobile app while on the road. However, the Salesforce mobile app needs to be customized to fit their needs. Which functions can be customized for the Sales mobile app? |
Navigation menu content Object Compact layout |
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Ursa Major Solar uses OUtlook for its email needs. As Ursa Major Solar has begun to implement Salesforce, sales reps are concerned that Salesforce won't integrate with Outlook and they'll be forced to change email providers (which they don't want to do). What can the system administrator synchronize between Salesforce and Outlook using Lightning for Outlook? |
Events |
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Which of these is one purpose of a launch plan? |
Identify how to roll out the storefront |
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Which of these tasks is part of Transition Governanance? |
Complete a formal transfer of information to the support team |
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How do you, as a partner project manager, benefit from completing a project retrospective? |
You receive valuable customer feedback |
