What accurately sequences the necessary steps to create a partner user from an enabled partner account?
A. 1) Edit the user record to assign the correct role/profile. ee
2) View the partner account contact. Single Book
3) Select Manage External User.
4) Select Enable Partner User.
5) Save.
B. ) View the partner account contact.
2) Select Manage External User. Multiple Books
3) Select Enable Partner Account.
4) Edit the user record to assign the correct role and profile.
5) Save.
C. ) View the partner account contact.
2) Select Manage External User.
3) Select Enable Partner User.
4) Edit the user record to assign the correct role/profile.
5) Save.
D. 1) Edit the user record to assign the correct role/profile.
2) View the partner account contact.
3) Select Manage External User.
4) Select Enable Partner Account.
5) Save.
Explanation:
To create a partner user from an enabled partner account, the correct sequence of steps is C. A partner user is a user who has access to your Experience Cloud site through a partner account. A partner account is an account that has the Is Partner checkbox enabled. To enable a partner user, you need to view the partner account contact, select Manage External User, select Enable Partner User, edit the user record to assign the correct role and profile, and save.
Northern Trail outfitters (NTO) aims to provide personalization by encouraging its individual customers to self-register in its B2C Experience site. NTO is not looking to create a placeholder account. NTO Experience consultant has set up self-registration in its Login and Registration pages. NTO’s site manager has configured the Allow external users to self-register’’ option. NTO uses Customer Community Plus Licenses. Which two steps are needed to complete self-registration in NTO’s Experience site? Choose 2 answers
A. Ensure that the Account field is empty in the registration section.
B. Contact Salesforce Customer Support to enable Communities Self Registration Controller.
C. Ensure that the Contact field is empty in the registration section.
D. Contact Sales customer Support to enable Person Accounts.
Explanation:
To complete self-registration in NTO’s Experience site without creating a placeholder account, NTO needs to take two steps:
Ensure that the Account field is empty in the registration section. This will allow NTO to create individual customers without associating them with an account.
Contact Sales customer Support to enable Person Accounts. Person Accounts are a feature that allows NTO to store information about individual customers in a single record, instead of using separate account and contact records. NTO needs to contact Salesforce Customer Support to enable Person Accounts in its org.
Ursa Major Solar (UMS) noticed that quest users are unable to see images on its customer portal. Which setting should UMS enable in order for quest users to see the images?
A. “Enable Image Connect for guest users” in the Administration Workspace
B. “Let guest users view asset files and CMS content available to the community" in the Administration Workspace
C. “Allow guest users to self register” in the Administration Workspace
D. The "Jepson" theme in the Builder Workspace
Explanation:
This setting allows guest users to view images and other content that are stored as asset files or CMS content in your Experience Cloud site. You need to enable this setting if you want guest users to see images on your customer portal.
Dreamscape Flowers (DF) is evaluating Salesforce Partner Relationship Management (RPM) to help improve its current channel sales performance. In what two ways can Salesforce PRM help DF accelerate channel sales? Choose 2 answers
A. By automating partner entitlement assignment in Channel sales teams
B. BY automating partner tiering in Channel sales hierarchy
C. By automating partner lead routing
D. By automating quoting with Salesforce CPQ
Explanation:
Two ways that Salesforce PRM can help DF accelerate channel sales are B and C. Salesforce PRM is a solution that allows you to manage your partner relationships and empower them to sell your products and services. By using Salesforce PRM, DF can automate partner tiering in Channel sales hierarchy, which allows them to assign different tiers and benefits to their partners based on their performance and potential. DF can also automate partner lead routing, which allows them to distribute leads to their partners based on criteria such as location, product, or skill. These features can help DF increase partner engagement and loyalty, optimize lead conversion, and grow channel revenue.
Ursa Major Solar (UMS) has business and person accounts in its Salesforce org. UMS has partner portals created for its Silver partners, DreamHouse Realty (DR) and Cloud Kicks (CK). UMS's Experience team is creating users for its partners. DR and CK users do not require access to opportunities, leads, and campaigns. What are the two considerations for creating partner users and granting access? Choose 2 answers
A. Only business accounts can be created as partner users
B. Assign Partner Community license to partner users.
C. Assign Customer Community Plus license to partner users.
D. Only person accounts can be created as partner users.
Explanation:
Two considerations for creating partner users and granting access are B and C. Partner users are external users who access your Experience Cloud site through a partner account. A partner account is an account that has the Is Partner checkbox enabled. To create partner users and grant access, you need to assign them a license type and a profile. Two license types that are suitable for partner users are Partner Community and Customer Community Plus. These license types allow partner users to access standard CRM objects, such as accounts, contacts, leads, opportunities, and cases, as well as custom objects and tabs. They also allow partner users to use roles and sharing rules to share records with other users.
Which three topic types can be used in an Aura site? Choose 3 answers
A. Content Topic
B. Standard Topic
C. Featured Topic
D. Navigational Topic
E. Deleted Topic
Explanation:
Three topic types that can be used in an Aura site are:
Standard Topic. This is a topic that is created by users or administrators and assigned to content, such as posts, files, or articles. Users can follow or unfollow standard topics and see the related content on the topic detail page.
Featured Topic. This is a topic that is selected by administrators to highlight important or popular content on the site. Featured topics appear on the home page or on the topic catalog page of the site.
Navigational Topic. This is a topic that is used to organize content into categories or subcategories on the site. Navigational topics appear on the navigation menu of the site and allow users to browse content by topic.
Universal Containers (UC) would like to create a site for its existing customers. The site will contain articles, manuals, and FAQs. The site will also contain access to UC's Contracts object specific to each customer and the ability for customers to update their billing information, requiring them to log in to the site to access any information. Which template should UC select when building its site?
A. Customer Service
B. Customer Account Portal
C. Partner Central
D. Help Center
Explanation:
The Customer Account Portal template is designed for creating a site for existing customers who need to access their account information, such as contracts, billing, and support. The template includes features such as login, registration, profile management, case management, and commerce integration. The template also supports Knowledge articles, manuals, and FAQs.
Northern Trail Qutfitters implemented a chatbot on its Experience site. Which three KPIs could be used to help understand the chatbot's impact on customer service? Choose 3 answers
A. Number of lead records created
B. CSAT (Customer Satisfaction score)
C. Case deflection
D. Average Handle Time compared to Bot Session Time
E. Case Type by Issue
Explanation:
Three KPIs that could be used to measure the chatbot’s impact on customer service are B, C, and D. CSAT is a metric that measures how satisfied customers are with their chatbot experience on a scale of 1 to 5 stars. Case deflection is a metric that measures how many cases are avoided or resolved by the chatbot without escalating to an agent. Average Handle Time is a metric that measures how long it takes an agent to handle a case from start to finish. Bot Session Time is a metric that measures how long it takes a chatbot to handle a conversation from start to finish. By comparing these metrics, you can evaluate the chatbot’s performance and efficiency in providing customer service.
Universal Containers (UC) has hired UX designers to help improve brand recognition and has a new style guide it needs to implement to unify branding across all of its Experience sites. What should UC do to accomplish this?
A. Create a custom theme to apply to all Experience sites.
B. Reference a shared Bootstrap CSS file in all of the sites.
C. Create a custom template to apply to all Experience sites.
D. Send the style guide to Experience managers to implement.
Explanation:
To implement the new style guide and unify branding across all of its Experience sites, UC should create a custom theme and apply it to all sites. A theme is a collection of branding assets and style settings that define the look and feel of your site. You can create a custom theme that matches your style guide and apply it to multiple sites using the Theme Management feature in Experience Builder.
DreamHouse Realty (DR) has active participation of home owners and prospective buyers in its Experience Cloud site that uses Chatter. Recently, DR observed a significant number of comments being marked as spam. OR's Salesforce and Security teams did further analysis and identified the posts made by the spammers. OR's Management team has decided to remove all the spammers' posts and comments from the Experience Cloud site. What should the Experience Cloud consultant recommend to remove them?
A. Utilize the Insights reports by creating and using a custom action to remove all the spammers' posts and comments.
B. Submit a high-priority case with Salesforce Support to remove all of the spammers' posts and comments. The site will be under maintenance state until resolution.
C. Experience Cloud site managers, moderators, and admms work together to remove all the spammers' posts and comments manually.
D. Enable Experience Cloud Einstein features to remove all the spammers" posts and comments as a background action.
Explanation:
To remove all the spammers’ posts and comments from the Experience Cloud site, DR should utilize the Insights reports by creating and using a custom action to remove them. Insights reports are reports that show the activity and engagement metrics on DR’s site, such as page views, likes, comments, flags, and moderation actions. DR can use Insights reports to identify the spammers’ posts and comments based on the flagging reasons or other criteria. DR can also create a custom action that allows DR to remove multiple posts or comments at once from the Insights reports.
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