Make a new custom object related to Opportunities for Custom Coloring
Add a new field on the Opportunity labeled Custom Coloring
Add Custom Coloring as a new Peoduct in an Order
Add Custom Coloring as a new Product in a Pricebook
Create ownership-based sharing rules.
Change Organization-Wide Default on Accounts to Private
Create a new Account record type to separate both teams
Change the new team role to be outside the company hierarchy
Change user profile to Read only.
Deactivate the user
Freeze the user
Delete the user
Create a new permission set for each type of Enstein Analytics permissions, then assign users.
Create a sharing group for users, then add the Einstein Analytics permissions.
Create a new profiles for users that will have Einstein Analytics permissions
Create a custom permission set, then add the permission set to existing user profiles.
The deleted field and its data CANNOT be restored
The deleted field and its data can be restored up to 15 days after deletion
The deleted field can be restored up to 15 days after deletion, but all data will be lost.
The deleted field and its data can be restored up to 30 days after deletion.
Lightning for Outlook
Create an Account Record Type and make the page the default object record page
Make the page the default object record page for the UC app for the Sales profile
Make the page the default object record page for the UC app.
Make the page the org default
Assign the record type to the appropriate profiles.
Set the field level security for the record type
Create a new page layout for the record type
Add the record type to the required user records.
Big Deal Alert
Field history Tracking report
Log a casa to Salesforce support
Use the Salesforce Auto-Report Builder
Build reports and dashboards.
Search the App Ecxchange for free adoption report apps
Opportunity update reminders
Big deal alerts
A Sales process where the approval manager is randomly assigned from a public group of managers and a second approved by the Sales VP
A sales process where the first level approval can be denied and automatically routed to the Sales VP for the final approval
A sales process that involves approvals for all Opportunities by a Sales VP where a Sales VP is allowed to delegate their approval to someone
A Sales process that involves approval to a queues member for all Opportunites and an additional approval by a Sales VP for the Opportunities over a certain amount
Error Condition Formula
Create a new Sales Process
Create a new Record type and Page Layout
Create a new Record type
Create a new Record type and Sales Process
Install the Salesforce mobile configuration
Install Salesforce Connect for mobile
Use the downloads Salesforce mobile application
Use web browser on a mobile device
Mass Exports, Weekly Data Export Service, and Data Loader Exports
Report Exports, Weekly Data Export Service, and Data Loader Exports
Dashboard Exports, Report Exports, and Weekly Data Export Service
Mass Export Wizard, Weekly Data Export Service, and Data Loader Exports
Reset the User password.
Change the User email address
Change the User profile.
Freeze the User record.
Roll-up summary fields
Calculated columns in the related list
Workflow rules with field updates
Cross-object formula fields
Use the Data loader to match lead by email.
Create an auto-response rule to assign leads by country.
Use the Data Import Wizard to match lead by email
Create an assignment rule to assign leads by country
Associate the content delivery with a Salesforce record
Password protect content deliveries that contain sensitive data
Customize the URL assigned to the content delivery
Encrypt certain content delivery files
Log a case on the Account
Log a separate Task,Call , or Activity on the Account.
Post customer interactions in Chatter on the Account.
Type comments into the Notes section on the account
Standard lead fields are automatically converted to account , contact, and opportunity fields
Roll-up summary lead fields can be mapped to custom contact fields
Custom lead fields can be mapped to custom object fields
Custom lead fields can be mapped to account, contact, and opportunity fields
Cloud Flow Designer
Stacked bar chart
Grouped line chart
Use the field filter to reduce records returned
Move the opportunity reports into a folder with restricted access
Update the sharing rules to limit user access to certain opportunities
Move the opportunity reports into each user's personal report folder
A maximum of 25 users
A maximum of 10 users
An unlimited number of users
A maximum of 5 users
Cross-object formula field
Workflow field update
Roll-up summary field
Report on the campaign that have contributed to an opportunity
View the entire campaign hierarchy
Adjust the percentage of influence each campaign has on opportunity
Summarize campaign member statistics on a campaign
The defined custom fiscal year only affects forecasts
The custom fiscal year must be defined manually
The custom fiscal year automatically updates product schedules
The custom fiscal year setting CANNOT be disabled
Update the field types to be compatible with validation rules
Add the fields to the page layout
Update the user's profile to read/write access to both fields
Add the validation rule to the user's profile
Roles and subordinates
Case owners manually add product specialists to ad hoc case teams
Case owners configure pre-defined case teams
Administrators configure pre-defined case teams and assignment rules
A case escalation rule assigns ownership to product specialists.
Importing data into checkbox fields allows for the use of TRUE/FALSE
Unrestricted picklists, a new picklist value will be applied but will NOT be added to the picklist
Field-level Security access determines which fields will be visible
Restricted picklists, a new picklist value will be ignored and the default value applied.
Validation rules do NOT execute when importing data
From the Custom Report Type, Edit Layout, then add the new fields to the report
From the Custom Report Type,Edit Object Relationships, then add the new fields to the report.
Create a new account report folder, go to share, and then add the new fields
Create a new account report and add the new fields from the Report Builder
Using a Trigger, change the owner of Cases outside the US to Queue- World.
In Case Support Settings, change Default Case Owner to Queue- World.
In an Active Case Flow, change the name of the Queue to World.
Using a Workflow rule, change the owner of new Cases outside the US to Queue- World
Assign the Create Campaign permission set
Check the Marketing User checkbox on the User record.
Change the User profile to Marketing User.
Give Create permissions on the Campaign Member object.
Case Auto-Response Rule
Price books that contain assets CANNOT contain products.
A product can have a different list price in different price books.
Products without a price are automatically added to the standard price book.
The standard and list price for a product can be listed in multiple currencies
A knowledge base composed of articles that can be written and used by support agents
An automated AI tool that converts Leads to Opportunities given a predefined set of conditions
A knowledge base that uses AI to generate an article to solve customer support issues
An automated tool that closes bases on historical information
Create a Lookup relationship with Profile permissions.
Create a Lookup relationship with a Criteria Based Sharing Rule
Create a Master-Detail relationship with a Criteria Based Sharing Rule
Create a Master- Detail relationship with Profile permissions
Login attempts by all users are denied
Login attempts using the API are denied
Users are redirected to the VPN
Users must enter a verification code
Default Case Owner
Automated Case user
Default Workflow User
Date- Triggered Workflow Action
Date- Dipendent Workflow Action
Time-Triggered Workflow Action
Time-Dependent Workflow Action
Custom report from the My personal Custom Reports folder.
Standard report from the Opportunity Reports folder
Standard report from the Administrator Reports folder.
Custom report from the Sales Reports custom public folder
Map custom lead fields to standard contact fields
Map custom lead fields to custom contact fields
Use the data loader to move the custom lead data
Use the lead conversion wizard to select the fields.