A Salesforce associate has been asked to identify all contacts that have had interactions with their company in the last year.What should the associate use to identify these contacts?
When a sales rep needs to give an additional discount for an opportunity, a manager needs to review and authorize the discount request.What should be used to lock the record before a decision is made?
A manager can see all of the records owned by their team, but not records owned by other teams.How is access to the records being controlled?
Get Cloudy Consulting gets 90% of its leads from trade shows. Sales reps create many lead records during these events, but they often forget to change the Lead Source field to ‘Trade Show’.What approach would improve data integrity for the Lead Source field?
How should an associate display the sum of all closed won Opportunity amounts at the Account level?
A Salesforce associate wants to update an opportunity record they just closed.Which relationship is standard as a Lookup field on an opportunity?
