Get Cloudy Consulting (GCC) currently supports its customers via calls and emails. GCC wants to meet the needs of digitally savvy customers by offering support via web chat as well as SMS,Facebook Messenger, and WhatsApp. Which Salesforce product should meet this need?
A. Service Cloud
B. Experience Cloud
C. Sales Cloud
Explanation:
Service Cloud is the Salesforce product that should meet the need of Get Cloudy Consulting to offer support via web chat and other digital channels. Service Cloud is a cloud-based customer service platform that allows agents to deliver fast and personalized service across multiple channels, such as phone, email, web, social media, and messaging apps. Service Cloud also provides tools for case management, knowledge base, self-service, and analytics.
An employee at Get Consulting recently changed their name and received a new username. Where should these changes be updated?
A. Contact Record page
B. User Record page from Setup
C. User profile page
Explanation:
The user record page from Setup is where the changes should be updated. The user record page from Setup allows the user to view and edit the information and settings of a user, such as name, username, email, profile, role, and license. The user record page from Setup can be accessed by clicking the Setup icon in the header, then clicking Users > Users, and then clicking the name of the user. The contact record page is where the user can view and edit the information of a contact, such as name, phone, email, account, and address. The contact record page does not affect the user’s username or login access. The user profile page is where the user can view and edit their personal information, such as name, email, password, and language. The user profile page does not allow the user to change their username or license.
How can a user see only contacts from a specific city on the 'New This Week" list view without changing what other users see?
A. Change the permissionsso theycan only see records from the specific city.
B. Clone the list view with a new name, and filter by the specific c
C. Build a private report for contacts that is filtered by the specific city.
Explanation:
The user can clone the list view with a new name, and filter by the specific city to see only contacts from that city on the list view. This will not affect what other users see on the original list view.
An employee at Get Cloudy Consulting recently changed their name. They received a new email address Where should these changes be updated?
A. User Record page from Setup
B. User Profile page
C. Contact Record page
Explanation:
The place where the employee should update their name and email address changes is the User Record page from Setup. The User Record page is where the employee can view and edit their personal information, such as name, email, username, alias, and profile. The employee can access the User Record page by clicking on their profile icon and then clicking Settings. Then, they can click on Personal Information under My Personal Information and edit their name and email address. The User Profile page is where the employee can view and edit their profile picture, about me, title, and contact information, but not their name and email address. The Contact Record page is where the employee can view and edit their contact details, such as phone, address, and social media accounts, but not their name and email address.
Get Cloudy Consulting gets 90°^b of its business from trade shows. Sales reps create many lead records during these events, but they often forget to change the Lead Source field toTrade Show'. What should help the sales reps when they create these lead records?
A. Make an assignment rule named Trade Show' to only assign leads to sales reps.
B. Format a validation rule requiring the Lead Source field to equal Trade Show'.
C. Change thedefault value of the Lead Source field from 'Web' to Trade Show'.
Explanation:
Changing the default value of the Lead Source field from ‘Web’ to ‘Trade Show’ is the best way to help the sales reps when they create these lead records, as it will automatically populate the field with the correct value, and save them time and effort.
A Salesforce user at Get Cloudy Consulting informs the company's Salesforce associate theyhave movedto another department in the organization and no longer need access to Salesforce. How should the associate change the user's access?
A. Delete the user to free up the Salesforce license.
B. Do nothing; the user may need to access Salesforce inthe future.
C. Deactivate the user to free up the Salesforce license.
Explanation:
Deactivating the user is the best way to change the user’s access and free up the Salesforce license. Deactivating a user prevents the user from logging in to Salesforce and removes the user from any assigned permission sets, queues, and groups. However, the user’s record and related data are still preserved and can be reactivated if needed. Deleting the user would also free up the license, but it would also delete the user’s record and related data, which may not be desirable. Doing nothing would not change the user’s access or free up the license, and it would pose a security risk if the user still has the login credentials.
A marketing manager wants to make the Reason Lost field required on the opportunity when he stage is changed to Closed Lost. What should the salesforce associate do to enforce this requirement?
A. Make the field required on the page layout.
B. Create a validation rule on the Opportunity object.
C. Make the field universally required.
Explanation:
A validation rule on the Opportunity object is the best way to enforce the requirement that the Reason Lost field is required when the stage is changed to Closed Lost. A validation rule can specify a condition and an error message to display when the condition is not met. For example, the condition could be AND(ISPICKVAL(StageName, "Closed Lost"), ISBLANK(Reason_Lost__c)) and the error message could be “Please enter a reason for losing the opportunity.” Making the field required on the page layout or universally required would not work, because the field should only be required when the stage is changed to Closed Lost, not for other stages.
A Salesforce associate is asked to share records about a carpool program with users. Which type of group should the associate create?
A. Private Group(s)
B. Public Group(s)
C. A Queue
Explanation:
The type of group that the associate should create to share records about a carpool program with users is a public group. A public group is a set of users that can be used to define sharing rules, queues, and other features that require a group of users. A public group can include individual users, other groups, roles, or territories. A public group can be used to share records with a specific group of users who are interested in the carpool program. A private group is a type of Chatter group that is not related to record sharing. A queue is a feature that allows users to manage leads, cases, and other objects as a team, but it is not suitable for sharing records about a carpool program.
A sales manager at Get Cloudy Consulting wants a report that shows their top-selling product families by quantity.
A. Group by opportunity stage> Filter by product family > Sum the total number sold
B. Group by product family > Filter to show only Closed Won opportunities >Sum the total number sold
C. Croup by active products > Filter to show opportunities this year > Sum the quantity
Explanation:
The steps that the sales manager should follow to create a report that shows their top-selling product families by quantity are:
Group by product family > Filter to show only Closed Won opportunities > Sum the total number sold
These steps will allow the sales manager to see how many products from each product family were sold in the closed opportunities, and compare the performance of different product families.
Salesforce is built on objects like Account, Contact, and Opportunity. What is a representation of an object?
A. A spreadsheet where the records are rows and the fields are columns
B. Physical visualization of an Account, Contact, or Opportunity
C. A set of relationships that link an Account, Contact, or Opportunity
Explanation:
A spreadsheet is a representation of an object, where the records are rows and the fields are columns. An object is a collection of records that have the same fields, such as account, contact, or opportunity.
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