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Showing posts from April, 2020

Salesforce Certifications (Spring '20)

Administrator Certification Maintenance (Spring 20) 1.  Custom Button is the feature an admin should configure to allow users to create a new record with prepopulated values. 2. Sales reps need to share the task workload with other sales reps. Task Queue is the feature an admin should recommend for this requirement. 3. Service reps are experiencing low performance on Lightning page loading. Review tips the lightning app Builder is the place where an admin should review suggestions that address this issue. 4. An admin is providing a sandbox for service reps to train on the service console. Data Mask package  an admin should use to obstruct sensitive data when creating the sandbox. 5.  Merged Cases related list  are merged cases accessed when Case Merge settings are enabled with “Keep duplicate cases after merging” selected. 6.  Clone with Related action is the feature an admin should enable to allow users to duplicate a campaign with all its member statuses? Get Hand

Chapter - 3 Know More About List Views, The Kanban View, Reports and Dashboards and More

List Views List views let you see records that are important to you. Using filters, you can create customized lists of accounts, contacts, opportunities, or other records in Salesforce.  For example, create a list view of opportunities you own and add a filter on amount to help you find your biggest deals in the pipeline. List views are more than just columns of text. Power up your productivity with list view charts to visualize your data graphically with a handy chart. And it’s all created on the fly without an admin’s help. Visualize data in seconds with list view charts Quickly slice your data how you want by creating filters on the fly Find a favorite list view fast with type-ahead search List View dropdown menu (1) Click ▼ List View DropDown Menu to access your list views. Pin list icon (2) Click    List View Pin Icon to pin a list view. A pinned list is the default list view for that object. A Pinned icon icon indicates a pinned list. To pin a diff

Chapter - 2 Salesforce Standard Objects and Some Basic Features

Salesforce Standard Objects Here are some of the core standard objects we’ll be using with Salesforce, and a description of how each one is used. Salesforce CRM allows you to manage and access your data in sophisticated ways that you could never do with a simple spreadsheet. Your records can be linked together to show how your data is related, so you can see the whole picture. Welcome to Lightning Experience Lightning Experience is a modern, productive user experience designed to help you do more and be more efficient. When we’re talking about Lightning Experience, we’re talking about pages in Salesforce optimized for sales and service use. We’re talking about new features that help you focus on the right activities, every time you log into Salesforce.  We’re talking flexible, interactive tools that you can use to visualize data on the fly and work deals in flight. To know more and visualize we need to Log in to Salesforce How you log in will be determined

Chaper - 1 Get start with CRM

Welcome to Salesforce!  Salesforce is game-changing technology, with a host of productivity-boosting features, that will help you sell smarter and faster. Note: All the information in this post is taken from salesforce trailhead, So it's genuine. What Is Salesforce? Salesforce is your customer success platform, designed to help you sell, service, market, analyze, and connect with your customers. Salesforce has everything you need to run your business from anywhere. Using standard products and features, you can manage relationships with prospects and customers, collaborate and engage with employees and partners, and store your data securely in the cloud. Before Salesforce, contacts, emails, follow-up tasks, and prospective deals might have been organized Separately in different device, storage and places.  If your data is stored in spreadsheets, hidden in emails or text messages, or pinned to your bulletin board, it’s hard to get the full picture of your prospective cu