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Get Cloudy Consulting is rolling out Salesforce to its organization. New users may have different access requirements base on department.
What should be recommended to allow new users the correct access based on their department's requirements?
Permission sets are used to grant additional access to users based on their functional or departmental needs. Role hierarchy is used to grant access to records based on the user's position in the organization. Individual profiles are used to define the baseline access for users based on their license type and job function.
Get Cloudy Consulting (GCC) is experiencing significant performance degradation.
What should GCC do to quickly verify if a performance incident has been reported on its instance of Salesforce?
The best way for GCC to quickly verify if a performance incident has been reported on its instance of Salesforce is to check System Status on the Trust site. The Trust site is a website that provides real-time information on the availability, performance, security, and compliance of the Salesforce platform and services. GCC can use the Trust site to check the current and historical status of its instance, as well as to subscribe to notifications and alerts on any issues or maintenance events
A Salesforce associate is preparing for a sales call and needs to review a specific report.
What is the most efficient way to navigate there?
The Global search bar in Salesforce is the quickest way to find any report, record, or file across the platform. It is accessible at the top of the interface and eliminates the need to navigate through folders manually.
A . Use the search bar in All Reports: This option restricts the search to the Reports tab and is less efficient for quick navigation.
C . Use the search bar in All Folders: This is specific to searching folders and does not provide a comprehensive search for all reports.
Reference from Salesforce Documentation:
Efficient Navigation in Salesforce
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'
Setting the default value of the Lead Source field to Trade Show' is the best approach to improve data integrity for the Lead Source field. A default value is a value that is automatically populated in a field when a new record is created, unless the user enters a different value. Setting the default value to Trade Show' would save the sales reps time and ensure that most of the leads have the correct value for the Lead Source field. Creating a validation rule requiring the Lead Source field to equal Trade Show' would not work, because it would prevent the user from entering any other value, such as Web, Phone, or Referral, which may not be accurate for all leads. Making an assignment rule named Trade Show' to only assign leads to sales reps would not work, because it would not affect the Lead Source field, and it would not allow the user to assign leads based on other criteria, such as territory, industry, or product.
Where can a org's service status and performance degradation information be found?
The Salesforce Trust site is where an org's service status and performance degradation information can be found. The Salesforce Trust site is a resource that provides transparency and real-time information about the availability, performance, security, privacy, and compliance of the Salesforce platform. The Salesforce Trust site allows the user to check the current and historical status of their org's instance, as well as subscribe to notifications and alerts about any maintenance or incidents. The AppExchange portal is a resource that provides access to thousands of apps and components that extend the functionality and features of the Salesforce platform. The AppExchange portal does not provide information about the service status and performance of the Salesforce platform. Salesforce Help is a resource that provides documentation, guides, videos, and support for Salesforce users who need assistance with using or troubleshooting Salesforce products and features. Salesforce Help does not provide information about the service status and performance of the Salesforce platform.
