The Health Department wants to gain more insight into its patient data than what Salesforce Dashboards can provide.
Which Salesforce product should the department use?
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'
An organization wants to implement Salesforce into its business model. The requirements include:
• Operations management
• Program management
• Grantmaking
• Fundraising
• Marketing
• Engagement
Which cloud is preconfigured to handle all of these requirements7
Get Cloudy Consulting wants to implement Salesforce within its sales and service divisions, and automate several processes that involve both.
Which approach should they explore first?
A Salesforce associate at Get Cloudy Consulting is given a list of opportunities to work through. The associate asks for an easier way to change the opportunity stage.
What should be recommended?
How should a Salesforce associate ensure a dashboard has the most current data?
Get Cloudy Consulting wants to implement AI Agents to assist with customer service.
Where can Agents be deployed?
A Salesforce Associate is asked to review multiple reports from the current month's folder and bring insight into a meeting.
How should the associate locate all the reports in a single location from the Report object?
A Salesforce associate wants to learn more about converting Leads to Contacts. They enjoy learning in an asynchronous, gamified way.
Which resource should they use?
A Salesforce user met with the new Director of IT for their customer, Northern Trail Outfitters (NTO).
Where should the user add the new Director's information into Salesforce?