A Salesforce user at Get Cloudy Consulting informs the company’s Salesforce associate they have moved to another department in the organization and no longer need access to Salesforce.How should the associate change the user’s access?
Get Cloudy Consulting wants to group its contacts by Region. On most records, this text field is blank or misspelled.Which action is recommended to ensure there is correct data for this field?
What is the maximum number of rows a report will display?
A sales manager requests a report that shows total opportunity amounts grouped by:Small opportunities – Amount is less than $50,000.Medium opportunities – Amount is between $50,000 and $100,000.Large opportunities – Amount is more than $100,000.How should the Salesforce associate show the amount as described above?
How should a Salesforce associate ensure a dashboard has the most current data?
A Salesforce associate wants to refresh a report and email it to an executive team each week.Which functionality of Salesforce Reports should the associate use?
