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A Sales user is trying to manage Campaign Members for an upcoming networking event. The user can view the Campaign, but add new Campaign Members or update Member statuses.
How can an administrator troubleshoot this problem?
A.
Create a permission set to allow the user to edit Campaign Members.
B.
Provide the user access to both Leads and Contacts to edit all Members.
C.
Make sure the Marketing User Checkbox is checked on the user record page.
D.
Run a Campaign report and update any Member information via Data Loader.
Make sure the Marketing User Checkbox is checked on the user record page.
To allow a user to add new Campaign Members or update Member statuses, the administrator should make sure that Marketing User Checkbox is checked on the user record page. This checkbox enables users to create, edit, anddelete campaigns, configure advanced campaign setup, import leads, manage campaign members, and update campaign history via mass update. The checkbox also requires users to have Read and Edit permissions on campaigns and leads/contacts. Creating a permission set, providing access to both Leads and Contacts, or running a Campaign report will not enable users to manage Campaign Members.
References:https://help.salesforce.com/s/articleView?id=sf.campaigns_enable.ht
m&type=5
Sales reps at Ursa Major Solar are having difficulty managing deals. The leadership team has asked administrator to help sales reps prioritize and close more deals. The administrator configure to help with these issues?
A.
Einstein Activity Capture
B.
Einstein Opportunity Scoring
C.
Einstein Search Personalization Einstein Lead Scoring
Einstein Opportunity Scoring
To help sales reps prioritize and close more deals, the administrator should use Einstein Opportunity Scoring, which is a feature that assigns each opportunity a score from 1 to 99 based on how likely it is to be won. The score is calculated using historical data and machine learning models, and can help reps focus on the most promising opportunities and take actions to improve their chances of winning. Einstein Activity Capture, Einstein Search Personalization, and Einstein Lead Scoring are not related toopportunity management.
References:https://help.salesforce.com/s/articleView?id=sf.einstein_sales_op
pty_scoring.htm&type=5
Northern Trail Outfitters wants to encourage employees to choose secure and appropriate passwords for their Salesforce accounts. Whichthree password policies should an administrator configure?
Choose 3 answers
A.
Maximum invalid login attempts
B.
Prohibited password values
C.
Require use of Password Manager App
D.
Password complexity requirements
E.
Number of days until expiration
Maximum invalid login attempts
Password complexity requirements
Number of days until expiration
Maximum invalid login attempts, password complexity requirements, and number of days until expiration are three password policies that an administrator can configure to encourage employees to choose secure and appropriate passwords for their Salesforce accounts. Maximum invalid login attempts determines how many times a user can enter an incorrect password before being locked out of Salesforce. Password complexity requirements determine how complex a user’s password must be based on criteria such as length,case sensitivity, alphanumeric characters, etc. Number of days until expiration determines how often users must change their passwords.
References:https://help.salesforce.com/s/articleView?id=sf.security_password_policies.htm&type=5
The support manager at Cloud Kicks wants to respond to customers as quickly as possible. They have requested that the response include the top five troubleshooting tips that could help solve the customer’s issue.
What should the administrator suggest to meet these requirement?
A.
Auto-Response Rules
B.
Email Alerts
C.
Knowledge Articles
D.
Assignment Rules
Knowledge Articles
Knowledge articles are documents that provide information or solutions about products, services, or processes in Salesforce. You can use knowledge articles to respond to customers quickly and consistently with accurate information. You can create different types of articles with different templates and fields, such as FAQ articles, troubleshooting articles, how-to articles, etc. To meet the requirement of responding to customers with the top five troubleshooting tips that could help solve their issue, you need to create knowledge articles with those tips and attach them to your email responses or case
comments.
References:https://help.salesforce.com/s/articleView?id=sf.knowledge_article_ty
pes.htm&type=5
The Sales manager at DreamHouse Realty wants the sales users to have a quick way to view and edit the Opportunities in their pipeline expected to close in the next 90 days. What should an administrator do to accomplish this request?
A.
Create a custom report andschedule the sales users to receive it each day as a reminder to update their opportunities.
B.
Enable Sales Console and show users how to open a tab for each opportunity in the pipeline that meets the requirements.
C.
Create a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop.
D.
Make a new Sales dashboard and add a component that shows all opportunities that meet the criteria.
Create a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop.
A list view is a feature that allows users to filter and display records based on certain criteria and fields. A Kanban view is a feature that allows users to view records as cards organized by columns that represent stages in a process such as opportunity stages or case statuses. Users can switch between list view and Kanban view by clicking on a toggle button on any object tab that supports Kanban view such as opportunities or cases. Users can also edit records by dragging and dropping cards from one column to another or by clicking on an inline edit icon on each card. In this case, the administrator can create a list view on the opportunity object that filters opportunities by expected close date in the next 90 days; and recommend users switch the view to Kanban to edit opportunities by drag and drop.
References: https://help.salesforce.com/s/articleView?id=sf.lex_list_views.htm&type=5https://help.salesf
orce.com/s/articleView?id=sf.kanban_view.htm&type=5
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