A business user at Universal Containers wants to update an Account directly from an Opportunity record.
What should the app builder create to allow the business user to make these edits?
An update record action with a related record component on the Opportunity layout allows users to edit related Account records directly. Reference:
Salesforce Help - Creating Quick Actions
The app builder at Northern Trail Outfitters created a report type for opportunities with or without shipments. The operations team wants to see the account rating Information on the report.
What should the app builder do to fulfill this request?
Using 'Add Fields Related Via Lookup' in the report type configuration allows adding fields from the Account object to the Opportunity report, including the Account Rating. Reference:
Salesforce Help - Custom Report Types
Cloud Kicks wants to summarize the number of open Cases related to an Account, as well as the number of closed Cases to indicate whether customer support utilization is high, medium, or low. Two number fields have been created: NUM_Open_Cases__c and NUM_Closed_Cases_c
Which two automation solutions would meet these business requirements?
Choose 2 answers
Process Builder and Apex are two automation solutions that can meet the business requirements of summarizing the number of open and closed Cases related to an Account. Process Builder can create a process that updates the custom fields on Account based on changes in related Cases. Apex can write a trigger that performs the same logic using code. AppExchange and Workflow are not automation solutions for this requirement, but sources of apps or components and tools for creating workflow rules respectively.
An app builder at Cloud Kicks has been working on changes to a custom Shoe Sales app in a sandbox and is ready to deploy their changes to production with a change set. Part of the work included updates to a permission set.
What should the app builder take into consideration when deploying the change set to production?
The deployed permission set will merge with the existing permission set in production, meaning changes made in the sandbox will be added to the existing permission set after deployment. Reference:
Salesforce Help - Permission Sets
Northern Trail Outfitters wants the field sales team to only see the accounts that they own Separate North American and European marketing teams should only see accounts m their respective regions. The inside sales team needs to see all accounts in Salesforce.
Mow can this be accomplished?
Submit Cancel
Currently there are no comments in this discussion, be the first to comment!