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An administrator Is creating a new Which two aspects should be considered when creating the username?
Universal Containers has just acquired a new company whose Sales team has a unique sales process with stages that are different than currently set up in Salesforce. To make sure the acquisition runs smoothly, the Executive team does not want the new Sales team to have to change their process at all.
What should the Administrator do to incorporate the new Sales team’s process?
Choose 3 answers
The administrator at Universal Containers will create a custom field to track a specific Tier 2 support user on a case record.
Which data type should be used when creating this custom field?
Sales representatives at Universal Containers often schedule in -person meetings at customer offices. Management wants to track activities for this meeting category to clearly display customer office meetings In the Account, Contact, or Opportunity page layouts, as well as adding this data to reports
Which method should a System Administrator use to solve this business request?
Users cannot save email templates In the “Unfiled Public Email Templates” How could a System Administrator allow users to save emails to this folder?
Universal Containers uses Accounts In its Sales process but only some users have access to New users require Read access to Accounts. Two of the new users require Edit access as well.
How should an Administrator configure access for the new users?
A Sales Manager wants all Sales Users in the department to see a Dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. The Opportunity sharing model is private. How can the Administrator meet this requirement?
universal containers (UC) has a Web -to -Case form on its Lightning Customer Community. UC wants to separate Cases into the following product categories: Corrugated Paper, Plastic, Fiberboard, and Metal. UC has added a picklist field to store this data.
How can the Case be automatically placed in the correct queue upon submission?
What should the sales representative do to ensure the marketing team can access the opportunity?
Choose 2 answers