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Salesforce Admin Questions and Answers (Q&A)

The standard salesforce applications are quite wide, and encompass call center work and marketing as well as all the sales operations.

However, it is not expected that the salesforce will engage in service issues or work. There are differently qualified personnel who carry out service work. You should not expect a sales person to repair a piece of equipment himself, even if he were the one who sold it to you.

Therefore, the answer to this question is that servicing in any form is not the accepted part of salesperson training or employment duties.

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3 Answers

The answer to this is B. This can be easy to do. You just need to go to the Leads button. Then, select the lead that you are going to convert. Click on the command that says convert. You can choose to add the lead to a new account or you can choose to place it in an old one if an old one already exists. Take note that the moment that you save this, it will be up to the lead if there are some details that will be overwritten.

Take note that all of the lead records should be qualified first. They should also be checked just to see if they would be able to deliver. Once this is sure, then it may translate to better sales in the long run.

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B in the answer to this question. The administrator will be in charge and can edit the fields users see in detail and edit pages. This is important because the users are not supposed to see all of the details when they check out the website they want. The administrator can control the fields that users will be able to click on and explore.

The previous pages that used to be finalized can still be edited for better content and brevity. The page layout will allow the visual elements to be arranged in such a way that they will be appealing to the various users who are checking out the page.

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Territory management is a part of Salesforce geared to helping sales representatives find the territories that meet their needs for their product. This management is a software helps a company use the sales reps more effectively because then can pinpoint the geographic areas that should be targeted in their area in order to quickly sell their products instead of going to other areas which are less likely to purchase the products.

When territory management is enabled, users can have access to accounts and opportunities and they can view and edit all opportunities. These opportunities may be associated with the accounts in the territory, regardless of who owns the opportunities. They can also view, edit, transfer and delete accounts assigned to the territory.

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1 Answer

Child object is not accessible in workflow. Process builder is there for that. below 2 are the correct answers -

A.Apply a specific value to a field
B.Change the record type of a record(Your Answer)

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The right answers are "chatter files" and "documents".

Chatter files
You can upload a file and store it privately until you're ready to share it. Share the file with coworkers and groups to collaborate and get feedback. Attach files to posts in a Chatter feed on the Home tab, Chatter tab, a profile, a record, or a group. Users with access to Salesforce Files Sync can access, sync, and share files in their Salesforce Files Sync folder.

Documents:
Store Web resources, such as, logos, DOT files, and other Visualforce materials in folders without attaching them to records.

  • Documentsis the original way to store files in Salesforce. Many of the original features of Salesforce (email templates, application logos, etc.) will only reference files in the documents tab. No sharing mechanism, but files can be exposed for public consumption. Allows for replacement of a document, but no version control. Access is controlled by folders.

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Wrong! Cases cannot be imported via the Import Wizard.


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In Salesforce, there are two different types of users that may need information from each other. They are the sales users and the marketing users. The sales users use records in the Salesforce from their company in order to produce more sales. The marketing users use different records that they keep to help the sales too.

However, there will be times when the sales users should not have access to the cases owned by the marketing users. The company must set up their Salesforce so that they don’t have access to records or cases that do not belong to them. They should create sharing rules for both marketing and sales users and then set the case access to private. This will make sure there aren’t any problems.

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The correct answer to this question is A, Add The "Manage Public Reports" permission to the user's profile. This permission can be enabled from either the Profile or the Permission Set. It would be used in the cloud based software, Salesforce. The "Manage Public Reports" permission allows users to create a new report folder.

This folder can be edited, making it only visible to the user itself. While allowed for public reports, this permission is unable to be enabled for a users personal reports. By enabling this permission, other permissions such as creating a report folder, and viewing the report in the folder are allowed.

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