Which two places can a flow designer distribute a flow with a screen?
A flow with a screen can be distributed in Salesforce by embedding it in Lightning Pages using the Lightning App Builder, which allows for the integration of the flow on Home, Record, App, and other custom pages. Additionally, flows can be added to the Utility Bar of Lightning Apps, providing users with easy access to the flow from the utility bar at the bottom of the Salesforce interface. Reference: Salesforce Help - Add Flows to Lightning Pages
A new VP of sales joined TrueGlobal Inc. TrueGlobal uses Salesforce for managing their global sales operations. The VP of sales wants to receive an email alert if a deal stage is changed to Closed Lost and the amount was greater than $1,000,000. What evaluation criteria should the administrator choose while creating this workflow rule?
For the VP of Sales at TrueGlobal Inc. to receive an email alert when a deal stage changes to Closed Lost with an amount greater than $1,000,000, the workflow rule should be set to trigger 'when a record is created, and any time it's edited to subsequently meet criteria.' This ensures the workflow rule evaluates the record both upon creation and any time the record is edited in a way that it meets the specified criteria, catering to both new and existing opportunities. Reference: Salesforce Help - Workflow Rule Considerations
If a record meets one criteria, an email should be sent. If the record meets a different criteria, a task should be created. It is possible that a record meets both criteria.
What is the recommended solution for this scenario?
For a scenario where different actions (sending an email and creating a task) need to be taken based on different criteria, and a record could meet both, using a single Process in Process Builder is recommended. This allows for the evaluation of multiple criteria within one process and the execution of multiple actions based on those criteria, even if a record meets more than one set of criteria. Reference: Salesforce Help - Process Builder
Universal Containers (UC) wants to prevent their customer's assist records from being visible to the sales users of another business groups in .... Can UC accomplish this?
A new VP of sales joined TrueGlobal Inc. TrueGlobal uses Salesforce for managing their global sales operations. The VP of sales wants to receive an email alert if a deal stage is changed to Closed Lost and the amount was greater than $1,000,000. What evaluation criteria should the administrator choose while creating this workflow rule?
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