Salesforce Advanced Administrator & Sales Cloud Certification Study Questions – Flashcards
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A. Weak pipeline
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What are the factors that influence sales metrics, drive KPI's and form key business challenges? A. Weak pipeline B. Low productivity (sales rep) C. Poor predictability (forecast) D. Ineffective selling
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A. Insufficient lead generation
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What are the factors that influence marketing metrics and drive key marketing business challenges? A. Insufficient lead generation B. Poor alignment with sales C. Measuring marketing ROI
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An account sharing system that grants access based on characteristics of accounts
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Explain a sales territory?
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• A collection of accounts and users that have (at a minimum) read-access to accounts, regardless of owner • Users within a territory have Read, Read/Write or Owner (the ability to view, edit, transfer, and delete record) access to records contained within the territory • M:M between account, territory and user • Ability to manually add accounts to territories or use assignment rules to auto allocate accounts to a territory
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What are the components of a territory?
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• The ability to use account criteria to expand a private sharing model • Provide support for complex and frequently changed sales organization structures • Provide support for transferring users between territories, with the option to retain opportunities • Enable multiple forecasts per user, based on territory membership • Enable territory-based sales reports
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What are the key benefits of Territory Management?
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No. Territory management only affects accounts and the standard objects that have a master-detail relationship to accounts. For example, opportunities are included in territory management but leads are not.
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Are accounts, leads, opportunities and contacts all subject to the sharing enabled through territory management?
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No, territories can be setup according to any hierarchy that you like.
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Do territories need to be geographically defined?
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When you enable territory management for your organization, your forecast data is derived from the opportunities that are associated with the accounts in your territories. Users will have a different forecast for each territory to which they are assigned.
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How do territories affect forecasts?
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No. Territory management is not enabled by default in Salesforce. To request territory management for your organization, contact salesforce.com.
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Is territory management automatically enabled out of the box?
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Your organization must be using customizable forecasting in order to enable territory management.
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What prerequisites must you meet before territory management can be enabled?
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• Your Org Name is set as the top of the territory hierarchy • A corresponding territory is created for each role in the forecast hierarchy • Manual forecast sharing settings on the roles are copied to the new territory • Based on role, active Salesforce users are added to territories • Opportunities are assigned to the opportunity owner's territory • Accounts are not assigned anywhere in the territory hierarchy • Until you add or edit forecasts, forecasts will work as prior the change
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What happens when you enable territory management?
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• Territories need to be enabled by Salesforce.com • Territories determine forecast and forecast roll ups • A user can only have one role but can belong to multiple territories • Belonging to a territory grants access regardless of ownership
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How does territory management differ to role hierarchies?
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• How you create trusted data through identifying the and determining the needs for leads • Using validation rules to ensure data integrity on import • Ensure the organisation has a de-dup process in place • Consider field level security, assignment and hidden fields rather than overdoing validation
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If a customer indicates they're keen to build a strong pipeline what key elements of the lead generation and lead qualification process requires consideration?
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• Ensure there is a sales methodology that supports the opportunity management process • Ensure that there is visibility of the forecast; consider customisable forecasting
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How do you 'manage the funnel'?
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1. Improve data entry by consolidating data that may be stored across multiple systems into one comment set of forms/fields 2. Integrate to other systems that store client data and provide single view visibility into key data components 3. Ensure that client data is current and consistent across systems 4. Create reports and dashboards that provide a view of key metrics for the sales team
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What are several ways you can improve Sales Rep productivity?
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An account team is a team of users that work together on an account. Sales teams work together on opportunities, An Account team may include an executive sponsor, dedicated support representative, and project manager.
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What are the differences between account teams and sales teams?
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Yes. You can set up a default account team. Your default account team will include the users that you normally work with on your accounts. You then have the option to automatically add your default account team to all of your accounts.
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If you work with the same account team regularly, can you set up defaults to manage reusable settings?
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You can set up a sales team for any opportunity owned by you or one of your subordinates in your organization's role hierarchy. Ensure the Sales Team related list is allocated to your users profile.
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How are sales teams set up?
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No. You need to either be the owner sharing the record or have read permission on the account.
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Can anyone add a team member to an account team?
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Yes. You are able to create reports that show data as 'My Account Team' or 'My Sales Team'.
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Can reports disseminate information by teams?
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Salesforce to Salesforce is a mechanism for connecting two separate orgs (same or different companies) and enabling the sharing of leads, opportunities, contact, task, product, case attachments or data stored in custom objects with partners that use Salesforce in real time.
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What is Salesforce to Salesforce?
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• Enables business collaboration within and across Salesforce orgs • Facilitates the sharing of leads, accounts, contacts, tasks, product, case, attachment or customer objects with partners that use SFDC in real time • Allows for 100% visibility for partner activity, management of pipeline and or the integration of business processes with updates from workflow and assignment rules
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What are key benefits to Salesforce to Salesforce functionality?
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1. Organisation has a high volume of leads 2. There is a need to keep unqualified and prospect information separate from customer data 3. Leads require qualification between being assigned/transferred to a sales rep 4. Lead quality requires validation
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What use cases would validate the use of leads in a Sales Cloud deployment?
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1. Viewing campaign progress and response through reports and dashboards 2. Tracking information through the campaign and campaign member field
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What are key ways to manage and measure campaign ROI?
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An administrator must select the Marketing User checkbox on a user's profile to designate that user as a Marketing User.
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How is a user granted authority to create campaigns?
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Marketing Users can import leads and use the campaign import wizards if they also have the Marketing User profile (or the "Import Leads" permission and "Edit" on campaigns).
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What permission is required to enable the loading of leads?
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No. Campaigns are typically associated with Opportunity. 'Primary Campaign Source' is the field that tracks the campaign associated with a lead prior to lead conversion. This value can be manually changed in the lead detail. It provides 100% of the amount revenue credited to the specified campaign.
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When converting a lead associated with a campaign, will the campaign be associated to the account on conversion?
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Create a workflow that sends an email each time an opportunity is created that is associated with that product.
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If the Marketing team want to track transactions related to a new product launch, what is the best way to do this?
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'Campaign influence' tracks pipeline and revenue for multiple campaigns, and ties all campaigns of a contact role to that opportunity for pipeline and ROI reporting. Reporting provides a view of the value generated through the creation of opportunities.
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How is Campaign influence different from ROI reports?
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When you create an opportunity, you can fill in the 'Primary Campaign Source' field to indicate that the opportunity resulted from a specific campaign. The Opportunities related list on a campaign shows every opportunity that is linked to that campaign. You can also run the Campaign Revenue Report to track which opportunities are linked to your campaigns.
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How do I track opportunities that resulted from a specific campaign?
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When you convert a lead that is linked to a campaign, campaign name is automatically inserted into the opportunity Primary Campaign Source field and tracked (via opportunity and report).
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If a lead that has been campaigned to decides to proceed with an opportunity, how is this information tracked through the sales life-cycle?
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1. Auto set influence of a campaign to an opportunity 2. Associate influential campaigns (to contact role) on oppty prior to close date 3. Measure influence timeframe (max #days between campaign first associated date and opty create date)
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How would you track campaign influence?
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ROI, which is expressed as a percentage, is calculated as the net gain. Calculation is: Total Value Won Opportunities - Actual Cost/ Actual Cost.
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How is ROI calculated for campaigns?
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The Campaign ROI Analysis Report is available through the Reports tab in the Campaign Reports folder. It calculates your campaigns' performance by return on investment (ROI) and average cost.
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How do I report on campaign success?
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Opportunity pipeline report grouped by month.
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Company A is bought by a larger company and needs to provide information on a monthly basis to the new parent company (B) to help predict sales. What data/report should company A provide for review?
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Create a Force.com trigger on accounts.
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How do you automatically update the mailing address of all contact records when a billing address on an account record is changed?
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No. John, as the manager in the hierarchy can see Sam's data, but not the other way around.
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In an organisation with a private sharing model, Sam is a sales exec that reports to John, a Sales Manager. Sam has ownership of the ABC Company account record, and also has created an opportunity for ABC Co. Can Sam see John's data?
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There are no products and currencies associated with the pricebook that are available for the account or the user (based on currency).
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A sales rep selects a new price book to add a product to an opportunity , however there are no products available. Why?
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Enable content in the partner portal and enable content email alerts for partner users.
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What is an easy way to provide channel partners with easy access to approved product documentation and ensure they are notified when it is updated?
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1. Keeps data clean enabling valid research into account and contact details to determine the right person to market to 2. Assist with prospecting through finding and targeting the right leads 3. Drives better campaigning through clean data and building of marketing lists 4. Provides a preview of account and contact information 5. Drives data quality, through cleaning of data within SF - dedups and updates incomplete information.
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What does Data.com (Jigsaw) do?
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1. Track how often users access new features 2. Spot-check data 3. Relate usage to financial calendar 4. Measure how fresh data is 5. Utilise the adoption dashboard to review user logins, call activity and data quality.
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What are 5 key ways to measure user adoption?
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1. Reduce clicks through implementation of inline editing, tagging, multiple page layouts and use of links + buttons 2. Display data from multiple objects - hovers, custom pages, cross object formulas and console.
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What are key ways to increase user productivity?
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Content delivery allows you to convert PowerPoint, Word, Excel and Adobe PDF documents into optimized web pages for online viewing.
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What does content delivery enable?
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1. You can track how often the content you issued is viewed 2. You can control how long the delivery is available to viewers 3. You can control if a viewer can download a file or view online only
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What are key benefits of using content delivery?
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20,000. The use will get a message asking them to try again later if this exceeded.
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What is the total number of content delivery views allowed within a 24hr period?
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1 GB. If a recipient tries to view a delivery when a rate limit has been exceeded a notification message displaysasking the user to try again later.
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What is the amount of bandwidth allocated to content deliveries within a 24hr period?
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No. You must delete the content delivery first. Deleting the content delivery will delete the content.
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Can you delete a content file that is associated with a content delivery?
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All amounts in your forecast are shown in your personal currency.
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When working with multiple currencies, what currency will an individual's forecast be reported in?
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Opportunities in different currencies will be converted to your personal currency for display. Amounts in the opportunities are not affected.
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If a forecast includes opportunities that are in different currencies, how are these forecast?
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Your team's forecast amounts are converted and rolled up to the managers personal currency.
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As a manager, how will currencies be reported in your forecast?
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Users with the appropriate permission can set their individual quota. Administrators and users with the appropriate permission can always edit any quota, and managers can always change the quotas of users that report directly to them in the role hierarchy
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How are Quotas defined in Salesforce?
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A benchmark of how much revenue and/or units you should sell within a time frame.
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How would you describe a quota?
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Drilling down into a users forecast and opportunities will show the amounts in original currencies.
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If you are viewing your forecast and drill down to a team members forecast how will the opportunity display?
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Customisable forecasts will display using the currency in your quota.
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If you are using customisable forecasting what currency will the forecast display?
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Standard reporting displays an amount in it's original currency, however you can change this to display in any active currency.
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How are opportunity amounts displayed in reports?
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1. Every record has a currency field that determines the currency type for amounts in that record. 2. All currency amounts display in the records currency and are also converted to the personal currency of the record owner based on conversion rates (entered by administrator) For example, if you do business with Acme, Inc., a German company, you can set the Currency field in the Acme, Inc. account to "EUR - Euro." Amounts such as Annual Revenue will display in euros as well as in your personal currency.
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When multiple currencies are enabled how are currency fields calculated?
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In parentheses.
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Where multiple currencies are enabled, how is the users personal currency amount displayed?
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No. Previous conversion rates are not stored.
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If you change a conversion rate will the previous conversion rate be stored?
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Yes. Add the Lead Currency or Case Currency fields when generating the HTML form. This will ensure the currency amount is captured and not converted to the corporate currency.
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Can you capture currency amount information through web to lead or web to case?
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No. Historical changes and fluctuations are not stored.
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If you are using multiple currencies are you able to track revenue gain or loss based on currency fluctuations?
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c. Data access rules for accounts & opportunities d. Assigning accounts to territories e. Alignment of overlay sales teams
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Territory Mgt (why use it?) - choose 3 answers: a. Sales commissions b. Currency reconciliation c. Data access rules for accounts & opportunities d. Assigning accounts to territories e. Alignment of overlay sales teams
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a. Meeting schedule to review open issues b. Process for users to report issues
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Planning an implementation - what should be included in end user support plan - choose 2 answers: a. Meeting schedule to review open issues b. Process for users to report issues c. Communication to customers about potential issues d. 24x7 IT support
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a. Approval step with RSM as approver
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Regional Sales Mgr must approve price discounts - how to enforce this?
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b. Custom report type needs to be created to view all policies in a single report
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Insurance policies on accounts. 2 sales teams should not see each other's policies. 2 custom objects, each w/relationship to account object. Both objects private. What are the design considerations here? a. Sales user needs to apply manual sharing rules b. Custom report type needs to be created to view all policies in a single report
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b. Create master detail relationship account -> account plan
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Territory mgt is enabled. Users should be able to track account plans for each account they have access to a. Create lookup relationship account -> account plan b. Create master detail relationship account -> account plan c. Review territory mananagement settings d. Validation rule
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a. Users able to see all stages in list view filter drop downs b. Users able to see all stages in report filter drop downs
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Bad Question, rephrase... 2 lines of business LOB, each with custom opportunity stages & record types - choose 2 answers a. Users able to see all stages in list view filter drop downs b. Users able to see all stages in report filter drop downs c.
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Total Value of Opportunities Won - Actual Cost/Actual Cost
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Campaign ROI calculation
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a. Import using import wizard
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You have to import 100 leads/mo and you need to prevent duplication. Which is the best method to accomplish this? a. Import using import wizard b. Run script in external DB to identify dups c. Import leads & use global search to identify dups d. Export existing leads using a report & scrub prior to re-import
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a. Establish a cross-functional team to monitor lead data quality
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This needs to be phrased better as well, work on this.... Lead Data Quality
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a. Field on opportunity to put contact as referring source
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Revise this one as well....poorly formed.... Leads referred by existing customers - how to track & reward customers
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c. Sales team membership granted to ABC Co d. Partner portal access granted to ABC Co (must double check)
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Sales rep @ UC collaborates with ABC company on opportunity to sell to XYZ company. ABC Co has been added to partner related list on the opportunity. What will automatically happen? Choose 2 answers: a. Partner record added to ABC account b. Partner record added to XYX account c. Sales team membership granted to ABC Co d. Partner portal access granted to ABC Co
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Know who can see what. (really, this is an answer???)
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Org wide default (account) = private; Universal Companies account owned by Karen, Universal Storage account & Universal Containers Account child accounts to Universal Containers and both owned by Bob, Universal Monitors account owned by Sue child account to Universal Storage, Universal Boxes account owned by Mark child account of Universal storage.
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a. Validation rule
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Sales reps shouldn't be able to edit certain opportunity fields after closed/won stage (fields reserved for sales ops). a. Validation rule b. Workflow rule c. Modify all data privilege -> Sales Ops d. Field level security
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a. Validation rule on opportunity product d. Validation rule to ensure rollup summary field on opportunity doesn't change
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How do you ensure that products can't be removed from an opportunity after it reaches a certain stage? Choose 2 answers: a. Validation rule on opportunity product b. Enable audit trail c. Update record type & page layout to remove ability to add product d. Validation rule to ensure rollup summary field on opportunity doesn't change
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research the answer
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Know forecast categories & how amounts are added in reports (maybe add some questions to this flashcard deck?)
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a. Product
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Competitor is beating us out of deals. Where to track competitor product info? a. Product b. Opportunity c. Opportunity product d. Asset
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(not sure about this) d. Opportunity currency setup as CAD (not sure about this)
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Universal containers has 1 pricebook with US dollars & Canadian dollars currency amounts for all products. Salesreps, when adding products to opportunity, only see CAD. What's wrong? a. Sales reps selected wrong pricebook b. Advanced currency management not enabled for CAD c. Muli-currency disabled for org d. Opportunity currency setup as CAD
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Know the 'Start Sync' button on opportunity & the 'Syncing' message on quotesKnow the 'Start Sync' button on opportunity & the 'Syncing' message on quotes
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Create some questions on this subject... Multiple quotes on an opportunity - how to sync them.
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a. Configure Salesforce to allow managers to update & override forecast weekly
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(This can be done better...work on a question here) Universal Containers needs to delegate forecast authority to sales managers
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a. Remove stages & fields that are not critical c. User adoption dashboard
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Reps only entering opportunities after the closed/won stage - how to change this behavior (choose 2 answers:) a. Remove stages & fields that are not critical b. Create opportunity stage report c. User adoption dashboard d. Workflow rule to alert sales manager when opportunity stage changes
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a. % of quota attained by salesrep b. Quarterly forecast summary by rep
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Do this better as well... Know quotas as related to individual reps - choose 2 answers: a. % of quota attained by salesrep b. Quarterly forecast summary by rep
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...
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(develop some questions around this subject) Know currencies & how displayed in dash boards if multiple currencies research ----------
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a. Approvals by email b. Enable mobile
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Sales manage travels frequently - how to review pending approvals? Choose 2 answers: a. Approvals by email b. Enable mobile c. Schedule & email dashboard results d. Schedule & email report results
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...
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Need to publish events to customers & allow self registration a. Customer portal access to customers with events exposed b. Enable web to lead & allow self registration c. Expose events custom object in self service portal d. Extract & send event data to web mktg teamresearch ----------
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...
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About to roll out partner portal, but new partner users still being created (choose 2 answers:) a. Partner users assigned profiles but not assigned roles b. Partner roles will automatically inherit role of parent account owner c. Partner roles automatically created d. Partner roles included in the role hierarchy, but not visibleresearch ----------
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It will assist in improving data quality and make reporting easier to read.
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What is a benefit of standardising Opportunity Naming?
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1. Ensure the data in the lead can be trusted (validation on import, lead de-deup, etc) 2. Faster response (lead scoring, routing) 3. Sales and Marketing alignment (qualification process, attribute tracking, workflow) 4. Greater visibility (alerts on conversion, management of neglected leads, reporting)
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What are key design considerations when implementing a process to build a strong pipeline?
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1. Use data validation rules 2. Use de-deup practices to keep data clean 3. Implement lead conversion processes 4. Use tools such as web-to-lead to provide single entry point 5. Use tools such as import wizard or Data Loader to eliminate double entry
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What are some best practices for managing lead data quality?
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Yes. By enabling approvals by email a user can review
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Can a mobile user still manage approvals if they are not logged into salesforce?
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Use Java Script on the web to lead form to enforce entry of this data.
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How would you enforce a lead to enter their phone number via web-to-lead?
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By adding a contact lookup field on the lead form you can track the contact that made the referral.
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How would you capture and track a lead referral?
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The user will receive the insufficient privileges message.
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An organisation has set the OWD for Accounts to private and Opty to public read/write. A sales user is viewing an opty owned by another user and associated with an account they are unable to access based on sharing rules. What is the result if they click the account link from the opty?
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1. You can save search criteria for later use 2. You can export contact and company records
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What are two capabilities of Data.com?
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1. The user's social network connection to the contact 2. The contact's social network privacy settings
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When using Social Contacts, what determines the amount of information a Salesforce user sees when viewing a social network profile for a contact?
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1. Users can view and respond to approvals as Chatter posts through email notifications 2. Users can view and respond to approvals as Chatter posts within their Chatter feeds
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What is a capability of Chatter approvals?
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Chatter customers can post to the groups to which they were invited.
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What can customers do in private Chatter groups?
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1. Administrators can create users in the app and assign them a Chatter Free license 2. Users and Administrators can invite others within specified email domains to join Chatter using invites.
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How can users be added to a Salesforce.com Org using Chatter Free?
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No. Only Global Search will find information in feeds.
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Will Sidebar Search or Advanced Search find information in Chatter feeds?
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Use Global Search or use the search tools on the Groups tab.
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How can you search for a Chatter Group?
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No. A deactivated user doesn't count against your organization's available user licenses.
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Does a deactivated user count against your organisation's available user licenses?
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If Chatter is enabled and a user is deactivated, the user is removed from Following and Followers lists.
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If a user is deactivated what happens to their Chatter settings?
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The user can only log in to Chatter. They can access all standard Chatter people, profiles, groups, and files.
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What can a user with a Chatter Free profile do?
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The user can only log in to Chatter. They can access all standard Chatter people, profiles, groups, and files. Additionally, they can: • View Salesforce accounts and contacts • Use Salesforce CRM Content, Salesforce CRM Ideas, and Answers • Modify up to ten custom objects
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What can a user with a Chatter Only profile do?
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The user can only log into Chatter and access groups they've been invited to and interact with members of those groups.
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What can a user with a Chatter External User profile do?
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Yes. You can join up to 100 groups.
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Are there limits on the number of Chatter groups you can join?
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No. You can join a public group, but must 'Request to Join' a private group. This will generate an email request to the owner or manager/s of a private group who can then allow you to join.
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Is 'Join' available as an option for all groups visible through Chatter?
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If you change a private group to public, updates and files are visible to all users, all pending requests to join the group are accepted, and anyone can join the group.
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What happens if you change a private group to public in Chatter?
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1. Before undelete 2. Before delete
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What trigger actions are available to a developer if writing an Apex trigger on the Chatter Feed Item object?
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Managed - For enterprises deploying Chatter Desktop to users who don't have administrator privileges on their machines - Requires administrator privileges in Salesforce to access the installer Standard - For individuals with administrator privileges on their machines - Does not require administrator privileges in Salesforce to access the installer
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What is the difference between the managed and the standard version of Chatter Desktop?
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Salesforce for Outlook is a Microsoft Outlook integration application that lets you log emails in Salesforce. You can sync contacts, events, and tasks between Outlook and Salesforce. Settings are stored in configurations in Salesforce. Force.com Connect for Microsoft Outlook is an add-in that allows you to interact with Salesforce from Outlook. Connect for Outlook adds buttons and options to your Outlook user interface.
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What is the difference between Salesforce for Outlook and Connect for Outlook?
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1. Opportunities 2. Cases 3. Accounts
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In Salesforce for Outlook, which related records are recommended when assigning unresolved events, emails and tasks?
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1. To sell products for sales representatives 2. To troubleshoot customer issues for call centre agents
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How can Force.com Flow be used?
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1. To alert support managers when the number of escalated cases reaches a specified threshold 2. To alert sales managers when the total value of their team's opportunities reaches a specified limit
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What are some examples of how a dashboard push alert can be used?
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Lead generation and qualification - opportunity conversion - revenue management (forecasting).
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What are the steps that describe the process map in sales and marketing organisation's?
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(There's a forth now...revise)Tabular, Summary and Matrix.
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What are the three types of reports?
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A Matrix report.
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What type of report would you use to summarize data across two axis (like a pivot table in excel)?
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False. When saving a custom report you
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Saving a custom report will save a snapshot of that data at a moment in time. True or False?
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No. Only Salesforce users can access dashboards.
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Can you email a dashboard to a non- Salesforce user, and will they be able to access it?
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1. Chart 2. Table 3. Guage 4. Metric 6. VF Page
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What are the 5 types of dashboard components?
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1. Profiles determine a user's permission to perform different functions in Salesforce 2. Access to custom applications is managed at the profile level
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How are profiles important when managing security?
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Data that is trusted by the user.
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How do you define clean data?
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Import Wizard.
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You have 20,000 leads you want to add to Salesforce. What is the best tool to use?
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Use integration to access data from various systems or keep it 'correct' based on updates driven through Salesforce.com
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An organisation wants to keep separate systems as 'system of record'. How would you ensure data integrity in this scenario?
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False - Sales Methodology is what works for your organisation...tools such as Miller Heimen leverage learning in this area.
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Sales Methodology means an industry recognized standard sales process?
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1. Information should be entered only once 2. Finding information should be easy and no more than a few clicks away
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What are the two top considerations when designing a solution to improve Sales Rep productivity?
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1. Advertise your business on Google 2. Capture leads on your website 3. Convert leads to new customers
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What are the three steps to set up Google AdWords to work with Salesforce?
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Yes. The limit of 1000 mass emails a day per org makes the mass email functionality prohibitive for campaigning.
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The native mass email functionality in Salesforce is not recommended for marketing. Is this a true statement?
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1. Stage Duration Age 2. Forecast by Sales Rep
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What type of reports are useful if an organisation wants to 'Manage the Funnel'?
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(formerly Jigsaw)Data.com is a leading provider of business information and data services that leverages crowd-sourced content contributed by its global business-to-business community of over 1.6 million members. Data.com has over 24 million up-to-date business contacts. Contacts come from Jigsaw, and accounts come from Dun & Bradstreet.
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What is Data.com?
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1. Use the 'Summarise information by' in Report Options on the report page 2. Click the 'Customise' button on the Report page and select the 'Group by this Field' option
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What are two ways you can change grouping of data in a report?
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A donut chart.
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What type of chart show's proportions of individual groups and displays numerical total?
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To connect points that represent individual data measurements.
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What is the purpose of a Line chart?
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To show multiple groupings in an ordered set and to help identify bottlenecks.
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Why would you use a Funnel chart?
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A Line chart.
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You are viewing a chart that displays points connected across a range that represent individual data measurements. What type of chart is this?
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A Scatter chart.
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If you need to compare two values within one group and display unconnected points what type of chart would you use?
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False. An Admin can do it in Setup.
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Customisable Forecasting must be enabled by Salesforce.com Support. True or False.
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A forecast is a projection expressed in aggregate dollar amounts, units of a product family or both.
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What is a forecast?
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1. Amount 2. Quantity 3. Units of Product Family
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Customisable Forecasting allows you to forecast what?
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1. Specify languages you want to translate 2. Assign translators to languages 3. Create translations for customizations you've made to your Salesforce organization 4. Override labels and translations from managed packages. Everything from custom picklist values to custom fields can be translated so your global users can use all of Salesforce in their language.
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What is the Translation Workbench?
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If there is no translated value for a customized component, users see the value in the organization's default language.
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What is the outcome if no translation exists for a specific component in Salesforce?
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When a language is deactivated, all translations for that language are still available in the Translation Workbench but users with that language selected see the organization's default language values.
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What happens if a language is deactivated?
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Advanced currency management allows you to manage dated exchange rates within opportunities using Salesforce. Dated exchange rates allow you to map a conversion rate to a specific date range. Dated exchange rates are defined using a start date and a conversion rate. Each rate is in effect until either the end of time or the day before the next start date for that currency.
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What is a benefit of using Advanced Currencies?
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Dated exchange rates allow you to map a currency conversion rate to a specific date range. Dated exchange rates are used for opportunities, opportunity products, opportunity product schedules, campaign opportunity fields, and reports related to these objects and fields.
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Where are Dated Exchange Rates used?
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Dated exchange rates are not used in forecasting, currency fields in other objects, or currency fields in other types of reports.
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Where are Dated Exchange rates not used?
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Yes. Organizations with advanced currency management support roll-up summary fields between two advanced currency management objects. For example, roll-up summary fields are supported from an opportunity line object to its opportunity object, because both are advanced currency management enabled. The fields must however must be from advanced currency management objects.
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Are roll up summary fields supported if you are using Advanced Currency Management?
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You can email contacts, leads, person accounts, and users in your organization directly from account, contact, lead, opportunity, case, campaign, or custom object pages. There is no limit on the number of these emails sent individually.
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What is the capability and limit of using email from within Salesforce?
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Salesforce to Salesforce enables business collaboration both within and across Salesforce organizations.
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What is Salesforce to Salesforce?
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Enabling Salesforce to Salesforce is not reversible, however, you control the information you share and the connections you share with. You can stop sharing or modify sharing settings at any time.
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If you activate Salesforce to Salesforce is it reversible?
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Partner portal users can automatically see any list view with visibility settings marked 'This view is accessible by all users'. Create specific list views on all objects accessible to portal users, and then assign portal users to only the list views you want them to view to control access.
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Can Partner Portal users see all list views when logging into Salesforce?
