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Which three options are appropriate to distribute as a flow in a Site or a Portal instead of a
Salesforce org?
Suggested Answer: A, C, E
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Flows that are suitable for distribution in a Site or a Portal, rather than within a Salesforce org, include those intended for external users, such as customers or partners. Examples include a survey to collect feedback on new products, an interest form for an upcoming conference, and a new product registration form. These types of flows are designed to gather information or provide services to users who do not have access to the internal Salesforce org. Reference: Salesforce Help - Distribute Flows to Customers and Partners
33 comments · newest first
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Cyril
11 months ago
I’d say the product registration form is a no-brainer!
ME
Melda
11 months ago
Wait, can you really use a guided script in a portal? Seems off.
GO
Goldie
12 months ago
Definitely agree on the interest form for the conference!
HE
Heidy
12 months ago
I think the lead conversion wizard is essential too.
VA
Valene
1 year ago
A survey for feedback is a solid choice!
VA
Vallie
1 year ago
I’m a bit confused about B; it seems like a script would be more suited for internal use rather than a public flow.
LA
Lamar
1 year ago
I practiced a similar question, and I feel like E might also be appropriate since it's about product registration.
WI
Willard
1 year ago
I'm not entirely sure, but I remember something about not using internal tools like D for external distribution.
RO
Roslyn
1 year ago
I think options A and C could work well for a flow in a Site or Portal since they seem more user-focused.
NO
Novella
1 year ago
I've got this! The key is to identify which options involve interactions with external users versus internal Salesforce users. The survey, interest form, and product registration are all things that would make sense to have in a public-facing Site or Portal. The guided script and lead conversion wizard are more internal-focused, so those would be better off in a Salesforce org. Easy peasy!
MA
Marcelle
1 year ago
Hmm, I'm a bit unsure about this one. I know flows can be used in different Salesforce environments, but I'm not totally clear on the specific differences between distributing them in a Site/Portal versus a Salesforce org. I'll need to review my notes and maybe ask the instructor for some clarification.
CA
Carolann
1 year ago
This question seems straightforward - it's asking which options are appropriate to distribute as a flow in a Site or Portal instead of a Salesforce org. I'll need to carefully consider each option and think about the key differences between a Site/Portal and a Salesforce org.
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Vernice
1 year ago
Okay, let me think this through. A Site or Portal is typically used for external-facing functionality, while a Salesforce org is more for internal business processes. So I'm guessing the options that would be appropriate for a Site/Portal are those that involve customer-facing activities, like a survey, interest form, or product registration. The guided script and lead conversion wizard seem more internal-focused, so those would likely be better suited for a Salesforce org.
JU
Jules
1 year ago
Hmm, I'm a bit unsure about this one. I'll need to double-check the server types available in the tool to make sure I select the correct answer.
FR
Freeman
2 years ago
I'm going to have to go with C, E, and maybe D. A conference interest form and a product registration form are perfect for a Site or Portal. As for the lead conversion wizard, well, let's just say it's a 'wizard' of a different kind. *wink*
NA
Nana
2 years ago
D) A partner-sourced lead conversion wizard for internal Sales team.
ET
Ettie
2 years ago
E) A new product registration form.
AL
Alisha
2 years ago
C) An interest form for an upcoming conference.
MI
Mica
2 years ago
I believe option D could also be distributed as a flow in a Site or Portal, as it involves lead conversion for the Sales team.
JA
Jarod
2 years ago
Hmm, I'm not sure about B. Guiding customers through a lost credit card scenario feels a bit too sensitive for a public-facing Site or Portal. I'd stick with C and E.
KA
Kate
2 years ago
True, A would be a good addition to the flow in a Site or Portal.
EM
Emerson
2 years ago
I think A could also work well for collecting feedback on new products.
BE
Berry
2 years ago
C and E would be more appropriate options to distribute as a flow.
LE
Lezlie
2 years ago
I agree, B does seem a bit sensitive for a public site.
ED
Edda
2 years ago
I agree with you. Those options are more suitable for external facing platforms.
KA
Karima
2 years ago
I agree with Lynelle. C and E are great choices for a Site or Portal. A partner-sourced lead conversion wizard sounds like it belongs in a Salesforce org, not a public-facing Site.
CA
Carmelina
2 years ago
User 2
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Weldon
2 years ago
User 1
LA
Lashawn
2 years ago
I think options A, C, and E are appropriate for a Site or Portal.
LY
Lynelle
2 years ago
C and E seem like the most appropriate options for a Site or Portal. A survey and a lead conversion wizard are more suited for a Salesforce org.
RO
Rosamond
2 years ago
Yeah, a survey and lead conversion wizard are better for Salesforce org.
LE
Lelia
2 years ago
I agree, those options are more suitable for that platform.
TH
Thaddeus
2 years ago
C and E would definitely work well on a Site or Portal.