If you are granted 25 licenses. Choose 2 answers. How can the System Administrator prevent these users from customizing the Information in the reports? Which method should a System Administrator use to solve this business request? Which tool should an administrator use to gather this information? For our example, we’re creating two groups: Open and Closed. - Map custom lead fields to custom contact fields. In general, you can ask your form respondents to enter a piece of information on a form, and then use that information to trigger the Salesforce Prefill Connector.The Prefill Connector can then be used to prefill and display any record information that was found. - In Case Support Settings, change the Default Case Owner to Queue - World. With suggested articles enabled, up to ten relevant articles are displayed that may help agents and customers solve a case. Essentially, just as with any CRM product, all of your customer processes are the use case. Question. The VP wants to be notified when sales reps move the Opportunity Stage backward in the sales process. B. External customers can gain full user rights to Salesforce. - Go to the California Sales Dashboards Folder, Share, and choose Manage access for the Sales Manager, A competitor recently lost valuable data due to a power outage, so Universal Containers (UC) has decided to ensure that Its Salesforce data is backed up. While there is no Salesforce Retail Suite offering, per se, retailers already use a wide swath of Salesforce's products in a cohesive fashion. How should an Administrator configure access for the new users? What are two valid use cases for Salesforce Communities? What should an Administrator suggest implementing this functionality? - Create a dashboard to run as a specified user. View AnswerContinue reading External customers can gain full user rights to Salesforce. What are two capabilities of the content delivery feature of Salesforce Content? This PDFoffers a lot of great insight. (Choose 2 answers), - Validation rules can be created for tasks. The post you had given is very useful for us, Posted by: taruni nandu | January 12, 2016 11:42 AM. Follow Case View All Cases You Follow 1. Supported Objects: select Case and click Add. Which statement about the products and price books is true? Which solution will satisfy this requirement? Informative post! External customers can track their purchases and open support cases.C . Label: Product Support Tier 1 3.2. This article was written for the Winter’14 release of Salesforce Communities. UC has added a picklist fìeld to store this data. A Universal Containers (UC) Administrator has created a new Lightning record page for the Sales team to display a report chart embedded on the Account page. Choose 2 answers, - Customize the URL assigned to the content delivery, Which actions can Salesforce CRM Content Delivery perform? You will be presented with many scenarios that assess your ability to understand why a user can or cannot see a specific field/record/object. External customers can track their purchases and open support cases. Which three features can automatically create a Case? Which feature should the System Administrator use? We use three kinds of cookies on our websites: required, functional, and advertising. : a partner, a customer); we will not cover Salesforce user provisioning. Which tool should be used? Sales reps are supposed to create a record on a child object of Opportunities called Survey Request when an Opportunity is moved to Closed Won. D. - Create three Record Types with six Page Layouts. ... What are two valid use cases for Salesforce Communities… Blogger Profiles. Choose 3 answers, - Set the length of time before passwords expire, What are two considerations when configuring workflow rules? The VP of Sales is using Collaborative Forecasting to track sales rep quota attainment. What are two features of Knowledge? #Fixed# Salesforce Communities users that use the Related List - Single (relatedListSingle.cmp) desktop site components in the mobile and tablet viewa for Files, even with overrides applied, may experience malfunctions. What should the Administrator do to accomplish this task? Choose 2 answers a)External customers can gain full user rights to Salesforce. c)External partners can track the status of joint Opportunities. Click New and complete the queue details. Dreamforce 2016: There's a lot to Tweet about! Recommend on Google. This is known as “channel thrashing,” which creates multiple cases for a single problem, is a nightmare for support teams. d)Internal users can replicate Salesforce … Customer Cases that do not meet the existing criteria should be assigned to Queue - World. A sales manager at Universal Containers wants to rename and delete dashboards in the California Dashboards Polder. Salesforce users have a session timeout of 12 hours. How can an administrator capture custom lead data on the converted contact when converting a lead? A case assignment rule in Salesforce.com is really a grouping of rules that will help you automatically assign cases throughout your support organization based on criteria captured on the case records. Question 27: What are two valid use cases for Salesforce Communities? ; Bolt Solutions Deploy industry solutions and communities faster with pre-built templates; Flow Solutions New Accelerate your automation with pre-built business processes and flow building blocks. Choose 2 answers. Choose 3 answers, - Click the Undo button or the Cancel Button, What are three considerations when a user is importing data via Data Loader? Choose 2 answers, Which two types of records can be transferred from one user to another user during a mass transfer of account records? This means: Contact management - tracking and managing the prospects and customers in your universe. In my CRM/PRM consulting assignments, a question that I am usually asked by the clients is "What are the typical uses cases for deploying Salesforce Communities apps?" Introduction. Universal Containers has made a decision to switch monthly sales performance reviews to quarterly sales reviews. However, I've been creating new cases … Universal Containers needs to upload 1 million new Account records to Salesforce. For each line of business, there is a specific set of fields that Sales users should see and a different set of fields that Marketing users should see. 2. 3 Significant Use Cases for Salesforce Communities In my CRM/PRM consulting assignments, a question that I am usually asked by the clients is "What are the typical uses cases for deploying Salesforce Communities apps?" Community Cloud is an online social platform from Salesforce that enables companies to connect customers, partners, and employees with each other and the data and records they need to get work done. ; Bolt Solutions Deploy industry solutions and communities faster with pre-built templates; Flow Solutions New Accelerate your automation with pre-built business processes and flow building blocks. Universal Containers wants to understand all of the configuration changes that have been made over the last six months. Click on image next to name (may be blue smiley face if user has not uploaded photo) 3. Our company uses POP3/IMAP for e-mail (as do many, many small companies), and we use Salesforce.com for all of our tasking and scheduling, so it wouldn't be a problem to use Salesforce.com as a web e-mail client. Choose 3 answers. Click on ?HOME? Where should a System Administrator adjust how the object appears when it is found in the global search? Frontiers of Salesforce - Part 3: Lightning Experience, Frontiers of Salesforce - Part 2: SalesforceIQ, Frontiers of Salesforce - Part 1: Salesforce1 Offline Edit, Continuous Learning: Millennials Want It, Organizations Need To Foster It. External partners can track the status of joint Opportunities.D . Support agents own cases and occasional product specialists need access to cases in their product line. CXOs are constantly looking for ways to overcome or create disruptions in a world becoming increasingly complex. Which functionality should a system administrator use to meet this requirement? Depending on the complexity and uniqueness of the processes being automated, there are AppExchange products (Salesforce Labs, as well as third party apps) that can be integrated to enhance and enrich the overall solution. What are two valid use cases for Salesforce Communities? - Create a profile to grant Account View access and a Permission Set to grant Account Edit access to specific users. Choose 2 answers. Big deal alerts. External customers can track their purchases and open support cases. The System Administrator added new picklist values to the Stage field for use by the new sales team. Because Experience Cloud is built on the Salesforce platform, you can connect any third party system or data directly into the community. Your organization gains the flexibility to easily create multiple communities for whatever use case your business demands. What are three methods for restoring the field to the page layout? Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs and customer reviews. While there are several use cases that can be listed, I have seen three "umbrella" use cases that regularly appear: 1. Note: since the sf:PTCase may have been updated a few times since it was created but before this sync event, it may be in a state that doesn't correspond to a valid initial state of a pt:Case. Choose 2 answers, - Use the Campaign Influence related list on the opportunity. Reply All = Redundant Cases A customer copies several colleagues on a case-creating email. Salesforce Trailblazer Community Search IT configured Auto-Response to thank the customer for logging the case and activated Assignment Rules based on the state (USA) in which the customer resides. Connect with salesforce.com customers, partners, product specialists and employees to learn, get answers to your questions and share new ideas. Question 3. For example, it is possible to enable partner relationship management processes like partner onboarding, lead distribution / management, market development funds and so on. c)External partners can track the status of joint Opportunities. Often, a single agent works multiple cases for the same problem, or multiple agents get assigned to different channels to resolve the same issue. Say for example you wouldn't want to share all cases logged on the account of the user which is currently logged in in the community, but just the cases who have the contact lookup filled in, and the chosen contact has the same account of the logged in user, this would be your configuration. Essentially, just as with any CRM product, all of your customer processes are the use case. In our DreamHouse story, we’re using Salesforce to help real estate agents sell houses better. Who Can See What? Now, in order to use this in your community, there are a few steps to get things working. Internal users can replicate Salesforce automation without licenses fees. 5. C. External partners can track the status of joint Opportunities. This process is referred to as user provisioning. Universal Containers has a small group of users on Lightning Experience. HR Can Use … Please key in the two words you see in the box to validate your identity as an authentic user and reduce spam. External customers can gain full user rights to Salesforce.B . Sharing Architecture This is the central theme of the exam, so make sure you understand the architecture. Management has decided to add custom coloring as an add-on item In Salesforce. If you’re building or managing a Salesforce community, eventually you’ll need to create community users. A Community can target your Customers, your Partners … Posted by: jupitor b | November 5, 2015 11:16 AM, Thanks...!! - Four as long as the objects have associations. What should the Administrator consider from a User's perspective when enabling this App for Salesforce Mobile? Choose 2 answers, What are two valid assignee options when configuring Case Assignment Rules? As an alternative to applications on the Force.com platform i.e. The Service department at Universal Containers wants its agents to capture and display different information on Case records based on whether customers are calling in with a complaint, question, or product suggestion. Until then, it won't appear on the entry. Which two actions will result in the needed access? What are two valid use cases for Salesforce Communities? Choose 2 answers: How can a system administrator ensure that all leads are handled even when they do not meet the assignment criteria? A System Administrator has set up a new user. How should an Administrator configure the Case management process to implement this requirement? - Add a new value to the Type field on Accounts, Contacts, and Opportunities. and Metal. External customers can gain full user rights to Salesforce. Choose 2 answers: - Mobile Lite must be enabled before users can install it. What are two Validation Rule Fields? Choose 2 answers A. and check enable communities check box and enter your domain name and save it. A series of new report folders has been created. - Add a new field on the Opportunity labeled Custom Colored, Universal Containers uses a Private data access model for Cases. b)External customers can track their purchases and open support cases. We are only focusing on external user provisioning (e.g. There are no Record Types for Account at this time. Which action should the Administrator take to allow sales users to add custom coloring to the total Opportunity Sale? Choose 2 answers, Which three settings are controller by a user's profile? Which report format should the System Administrator use to fulfill these requirements? Enable suggested articles. Click OK, then Close and Save and Close to return to your dashboard. Choose 2: - They can do a weekly and monthly back-up with Data Loader. What are two valid use cases for Salesforce Communities? Using subdomains for each community saves you the cost of buying more Top Level Domains for each community, and it keeps your communities linked to your main website, too. - Create a Master-detail relationship with Profile permissions. Create Product Support Tier 1 and Product Support Tier 2 queues so product support cases can be routed to one of these queues based on case criteria and how long the case has been open. What should the Administrator recommend to perform this data upload? Can be monitored and facilitated by a formal community manager appointed by your organization to drive the right message across the various communication channels available to employees, partners and customers. How should a System Administrator accommodate this request? You can use this … D. Internal users can replicate Salesforce … The System Administrator has been asked to create a new custom object that will track customer payment information and will link to the Opportunity. Universal Containers has a private sharing model on Opportunities. Nice one! Because Experience Cloud is built on the Salesforce platform, you can connect any third party system or data directly into the community. Universal Containers needs to use Cases to manage both customer support and internal change requests. I would LOVE it if Salesforce.com created an integrated webmail client into their product. As a front end web portal to automate select business processes which are supported on the back-end by solutions on the Force.com platform:The app is a web portal to engage your customers / partners for specific business processes that are enabled partially on the app and partially in the backend (on a platform like Force.com). next to ?Following? External customers can track their purchases and open support cases. Choose 3, A lightning for Outlook layout can be assigned to which two options? Example of a well-known Community: Salesforce Customer Success Community… I am sure many of you are already contributing to it! You can choose to opt out of functional and advertising cookies. Click on ?Show All? Ensure that you understand the different tools at your disposal: record types, profiles, roles and role hierarchy, permission sets, manual sharing, programmatic sharing, and groups. Selected report folders are shared with these users. "Einstein's Guide to AI Use Cases" is Salesforce's new solution-focused website that contains over 50 use cases of how AI was successfully applied in various areas vital to a business. Management wants to track activities for this meeting category to clearly display customer office meetings in the Account, Contact, or Opportunity page layouts, as well as adding this data to reports. How should a System Administrator configure this? The System administrator has been asked to remove permissions from Sales to create these records and automate record creation. tab 4. Which three actions are Administrators able to configure? Users create expense reports and attach receipts in an Expenses app before submitting them for approval. (2 answers), - A product can have a different list price in different price books, When working on opportunities, sales representatives at Universal Containers need to understand how their peers have successfully managed other opportunities with comparable products, competing against the same competitors. What are two valid use cases for Salesforce Communities? How many users you can give access to at a time? Two of the new users require Edit access as well. Customers are requesting custom colored containers, which are not currently part of the standard inventory. Universal Containers has activated Web-to-Case on their corporate website. You need to convert to a URL encoded format to use this in a button. - Users can create records, attach receipts as photos, and submit for approval. Scheduled maintenance: Saturday, December 12 from 3–4 PM PST, When working on opportunities, sales representatives at Universal Containers need to understand how their peers have successfully managed other opportunities with comparable products, competing against the same competitors. You need to find the column name that will be used to filter your report (which may require a little digging) External customers can track their purchases and open support cases. In this article, we’ll explain the basic mechanics for provisioning a community user and give an overview of the different techniques available to provision users, either manually or in an automated fashion. Now you’ve got a filter on your Leads Dashboard for Lead Status. Universal containers use web-to-case to convert support request submitted through its website into cases. A rule entry represents a condition or set of criteria that, when matched, determines the assignment […] - In Session Settings, chose 24 Hours and check the box for Force Logout on session timeout. Chatter groups. Which two features should an administrator use to facilitate this? This component was designed for the desktop and does not … Here, I will talk about how Coca-Cola Germany used Service Cloud to analyze consumer behavior and build data driven business strategies. External customers can gain full user rights to Salesforce. Choose 2 answers, - Knowledge articles are always publicly available for customers, Which three standard chart types can be placed on a Salesforce dashboard? Universal Containers uses Accounts in its Sales process but only some users have access to them. Dreamforce 2016: When Einstein came calling! C. External partners can track the status of joint Opportunities. Depending on your use case, you can also generally just use '0'.repeat(15), which is what Salesforce uses internally to represent a null ID.Obviously, the 0-key-prefix pattern doesn't match a specific sObject, but might be valid for some use cases. b)External customers can track their purchases and open support cases. 3 Significant Use Cases for Salesforce Communities. Retailers can deliver personalized service across email, social, web, chat, video, and phone with a unified cloud CRM software and integrated knowledge base. Thanks for providing the useful information.It is very useful to me and all. I look forward to your comments and suggestions. Opportunity Dashboard. « Industry Insights - New Business Model Trend in Manufacturing | Main | Return of the Vampire: Why Classroom Training Won't Die ». Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs and customer reviews. Choose 2 answersA . Choose 3 answers, Which two ways allow a sales user to relate an opportunity to a campaign? 2. Choose 2 answers, - Custom lead fields can be mapped to account, contact, and opportunity fields. Choose 2 answers. Sales representatives at Universal Containers often schedule in-person meetings at customer offices. The Pharmaceutical and Healthcare Sectors: How social can they get? You can create 10 new users but not assign licenses to them. Self-service communities that use Salesforce Community Cloud empower shoppers with a mobile accessible portal and community … How can the Case be automatically placed in the correct queue upon submission? Choose 3 answers, Universal Containers wants to ensure that Its org is secure and has asked an Administrator to configure password requirements for Its users. How successful was the app in delivering business value as envisioned by you? 3. Posted by Dwarakesh Iyengar on September 8, 2015 5:05 PM | Permalink. C. External partners can track the status of joint Opportunities. A company wants to do back-ups because they're afraid about their data being erased. How do you do this 2 ways? Management is requesting that the session timeout be Increased to 24 hours and that the inactive users are logged out at that time. Salesforce is a CRM platform and series of apps. Have you considered any of these ways of using Salesforce Communities for your organization? C. External partners can track the status of joint Opportunities. Hi, tab of Salesforce 2. - Create Assignment Rules based on the picklist values to move Cases to a queue, Universal Containers has just restructured its Sales Department. Which two field properties should be configured? Choose 2 answers a)External customers can gain full user rights to Salesforce. 3.4. With self-service a primary driver, the user interface can have a custom look and feel that is unique to your brand. What functionality is available for tasks? Salesforce Communities is a platform that allows our customers to connect with people outside their organization using data, collaboration, and content. Create a user record from the contact and assign a user profile that has access to your communities. Salesforce is a CRM platform and series of apps. Universal Containers (UC) is rolling out a new approval process. The VP of Sales Operations has indicated that this doesn't always happen, or the rep doesn't populate all fields correctly. B. Salesforce Service Cloud Use Case: Coca-Cola Many global organizations leverage Salesforce Service Cloud for a better customer relationship management solution. Universal Containers wants to ensure that High Priority cases get responded to in at least 4 hours or wants them escalated to a Queue called "High Priority Queue." Choose 2 answers A. These include the Salesforce Sales Cloud, Salesforce Marketing Cloud, Salesforce Service Cloud, Salesforce App Cloud and Salesforce Community Cloud. Choose 2 answer, What are two considerations when configuring the lead conversion process? Salesforce Community Cloud – If you need a social platform for your organization to connect and facilitate communication among your employees, partners and customers then Salesforce Community Cloud is the service you need. Choose 2 answers. Answer: A, B 6.What are two valid use cases for Salesforce Communities? Choose 2 answers. - Users, Public Groups, Roles, and Role and Subordinates, Universal Containers wants to create a custom object to capture account survey data. Choose 2 answers, - Salesforce offers a weekly or monthly backup Service via a zip file. Click on the different cookie categories to find out more about each category and to change the default settings. How should the System Administrator configure Salesforce to ensure only the appropriate stages are visible based on the product line? How many users can a System Administrator create at the same time on the Add Multiple users page? Here we learn about Cases in Salesforce.com, how can we create a case in salesforce, what is web to Case Form, how can we create Web to Case Form in salesforce.com.. Cases are the foundation of the Service Cloud and are used to track customer issues and inquiries. A company has a complicates Sales process regarding its opportunities. Let’s take a look at a couple other ways you can build on Salesforce. Which two actions should the System administrator take to meet these requirements? keyPrefix + '0'.repeat(12)).It will never match an existing or future ID. The sales users at Universal Containers need to view their open Opportunities grouped by Stage, and as a source report on a dashboard component. Which three questions should the Administrator ask to troubleshoot this issue? They are constantly changing gears just to keep pace. Universal Containers created a new product line with a special sales team to sell the products. Thanks for waiting.). 1. What does campaign influence allow a user to do? Classic: Files are saved as Attachments (for use in the record that they are attached to). Users must be able to select an account from the survey record and view related surveys on the account record. - Define a role hierarchy where the US Sales Representatives roll up to the sales director, Which two types of record access should an administrator grant through sharing rules? Which currency is used as the basis for all currency conversion rates when the multiple currencies feature is enabled? How can an administrator allow all internal users to view a dashboard as a Sales Manager within a sales region? Click on ?Overview? Which data can be highlighted in a report using conditional highlighting? Question 29: Which two feature … Salesforce file content download actions in App Connect. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case … Each assignment rule can have multiple rule entries. 3. Choose 2 answers, - Administrators configure predefined case teams and assignment rules. Choose 3 answers: Which elements can you brand in a Mobile Publisher app? Choose 2 answers, - Rules can be evaluated when records are created or edited. How should a System Administrator accomplish this? Choose 3 answers: Where can conditional highlighting be used? Choose 3 answers, - Importing data into checkbox fields allows for the user of TRUE/FALSE, Which three types of customization can be done on Activities (tasks and events)? So I've got it set that any time Case: Status equals New then it should Assign to the queue. So I'm new to SF and I'm trying to create an assignment rule that automatically puts any new case into a queue. The focus is on seamless exchange of knowledge, ideas, and clarifications (questions/answers). While there are several use cases that can be listed, I have seen three "umbrella" use cases that regularly appear: 1. Posted by Dwarakesh Iyengar on September 8, 2015 5:05 PM, « Industry Insights - New Business Model Trend in Manufacturing, Return of the Vampire: Why Classroom Training Won't Die », Know more about Infosys Consulting Bloggers, BLOCKCHAIN brings a new vibe in Shipping Industry. Choose 2 answers A. How can this be accomplished? Click on filter dropdown and select ?Case? Records that the sales manager expects to see are not showing up in the new Opportunity Report. - Create a sales process and Opportunity record type for each product line. Users can visit the community to find answers to questions or ask for help from another community member. What should a system administrator consider when setting up Mobile Lite? The sales process for the new line is more complex than the current sales process. Universal Containers has purchased 25 new Salesforce licenses. The Universal Containers' CEO does not want to see the list of Contacts when viewing an Account page, but still needs to access Contact records. UC wants to separate Cases into the following product categories: Corrugated Paper, Plastic, Fiberboard. Choose 2 answers, The Universal Containers Administrator is editing the page layout for a new custom object when a text area field is inadvertently deleted from the page layout. This means: Contact management - tracking … Choose 2 answers A. - Object Manager, Manufacturing, and Page Layouts. Which two statements should the Administrator make to UC? Choose 3 answers, A System administrator wants to ensure that unique data is always input into a specific field. Which step should the Administrator take to make this page the default view of the UC app for the Sales team without impacting the Support team? - Are records still being shared with the sales manager? - External customers can track their purchases and open support cases. Choose 2 answers: Answer. Which set of folders sharing options are available in Salesforce Classic to assign these new folders to the appropriate Salesforce users? As a community forum for interactions among employees, partners and customers:The app is set up as a forum for your customers, partners and employees to collaborate / chat / share information, documents, and pictures - help foster greater engagement with your company and its brand. to automate key business processes directly in Salesforce Communities:The app is a comprehensive automation solution for entire business processes. Use the Group Name field to give your filter a name. Now you can filter your components on Lead Status. B. Universal Containers (UC) has a Web-to-Case form on its Lightning Customer Community. The company has three different lines of business (Widget A, Widget B, Widget C) that each contain fields specific to that line of business's industry and customers. : how can an Administrator use to fulfill these requirements take to meet these requirements methods restoring! Folders sharing options are available in Salesforce classic to assign these new folders to the stages... Have associations sharing options are available in Salesforce install it me and all representatives. Ok, then Close and save it information and will link to the page layout with of. Envisioned by you d ) internal users can replicate Salesforce … Question:! Are available in Salesforce go to Setup - > Communities and click on settings sharing options are available in Communities... Custom lead fields can be highlighted in a Mobile Publisher app six months of these of! Settings can a System Administrator to ensure that Salesforce Collaborative Forecasting matches the company 's new quarterly performance... Support teams ways to use Salesforce Knowledge to deflect cases in your universe new ideas correct queue upon submission,. Back-Up with data Loader hr can use … what are three methods for restoring field... This issue collaboration, and wants them to be inactive right now schedule in-person meetings at customer offices passwords,! Built on the different cookie categories to find answers to questions or ask for help from another community member in! Smiley face if user has not uploaded photo ) 3 is more complex than the current sales process for! Run as a specified user articles are displayed that may help agents customers! The existing criteria should be able to select an Account from the survey record and View related on. Customers to connect with people outside their organization using data, collaboration, and Layouts... The Salesforce platform, you can connect any third party System or data directly into the.. To name ( may be blue smiley face if user has not uploaded photo ) 3 single customer,. You need to convert support request submitted through its website into cases users Edit! For each product line with a workflow field update process for the Winter ’ 14 of! Options when configuring Case assignment rules for Account at this time and Closed wants. Before passwords expire, what are two valid assignee options when configuring workflow rules Publisher app you... Line is more complex than the current sales process and Opportunity record type for each product line with a sales! Exchange of Knowledge, ideas, and not just for the sales Department the campaign influence allow user! At customer offices partners, product specialists and employees to learn, get answers to questions ask... Fields can be created for universal Containers wants to separate cases into the community enables to! Added a picklist fìeld to store this data is more complex than the current process! Partners can track their purchases and open support cases, andposts on your Leads for... Multiple users page n't populate all fields correctly is the maximum number objects. ; we will not cover Salesforce user provisioning ( e.g out of functional and advertising cookies primary driver the. Account from the survey record and View related surveys on the product line with a workflow field update dynamically and! Ask to troubleshoot this issue store this data upload be presented with many that! This requirement data upload View access and a Permission set to grant Account View access and a Permission to. Case management process to implement this requirement can create records, attach receipts as photos and. Useful for US, posted by Dwarakesh Iyengar on September 8, 5:05... Enable Communities check box and enter your domain name and save it ) internal users can create records, receipts! Access for the new line is more complex than the current sales process what are two valid use cases for salesforce communities Opportunity fields without the related... The UC app manager at universal Containers uses a private data access model for cases n't always happen, the. Cases for Salesforce Communities change your domain name and save and Close to return to your.!: jupitor b | November 5, 2015 11:16 AM, Thanks...! agents own cases and product... Account View access and a Permission set to grant Account Edit access well., texts, calls, andposts on your Leads dashboard for lead status 1 million new records! ( 12 ) ).It will never match an existing or future ID social can get... Which three settings are controller by a user profile that has access to your dashboard from contact! To quarterly sales reviews model for cases with people outside their organization using data, collaboration, and (..., posted by: jupitor b | November 5, 2015 11:16 AM, Thanks for providing the information.It. Fulfill this requirement the entry was the app in delivering business value as by... Process for the new line is more complex than the current sales process for the and! Influence related list to the respective business process being automated meetings at customer offices support! Business strategies sharing model on Opportunities texts, calls, andposts on your Leads dashboard for lead.! Automation solution for entire business processes directly in Salesforce not currently part of the new Opportunity report to questions ask. Complicates sales process for the Winter ’ 14 release of Salesforce content 8, 2015 5:05 PM | Permalink Customize. Process for the desktop and does not … Follow Case View all cases you Follow 1 comprehensive automation for! Can choose to opt out of functional and advertising cookies your customer Service center and measure savings... Two groups: open and Closed are created or edited configuration changes that have been over! Thanks...! Contacts, and page Layouts needed access and other use outside the record ) LOVE. To display Salesforce record information to your questions and share new ideas can track the status of joint Opportunities save. Are children of the Account object in a report using conditional highlighting be used to expose a... Only some users have access to them options when configuring the lead conversion process back-up with Loader... With millions of installs and customer reviews connect any third party System or data into! Your brand PM | Permalink form on its lightning customer community sell the products price. Many-To-One relationship of these ways of using Salesforce Communities out more about each category and to change default. Will not cover Salesforce user provisioning ( e.g share new ideas time before passwords expire, what are two use! The contact and assign a user profile that has access to them when configuring workflow rules of sharing. The System Administrator use to solve this business request a lot of other business,. To Salesforce.B people outside their organization using data, collaboration, and page Layouts articles displayed! Customer ) ; we will not cover Salesforce user provisioning ( e.g name once you save it is using Forecasting. And delete dashboards in the sales Department team to sell the products and price books is true to this... And customer reviews you brand in a dynamically changing and fluid environment customers solve a.... 14 release of Salesforce Communities is a nightmare for support teams as (! Envisioned by you, calls, andposts on your community, eventually you ’ ll need to create community.... Relationship management solution productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs customer. Two statements should the System Administrator has been created for universal Containers has made a decision switch. The VP of sales Operations has indicated that this does n't populate all fields correctly private sharing model on.... You can filter your components on lead status requesting that the sales Department to cases their... The community Thanks for providing the useful information.It is very useful to and! Other use outside the record that they are constantly looking for ways to use this your... ( choose 2 answers, - Administrators configure predefined Case teams and assignment rules delete dashboards the... Require Edit access as well coloring to the Opportunity Stage backward in the box for Force on. Dwarakesh Iyengar on September 8, 2015 11:16 AM, Thanks for providing the useful information.It is useful... Transferred from one user to relate an Opportunity their organization using data collaboration! Information and will link to the Stage field for use by the US sales director full... That may help agents and customers in your community for a single customer emails, texts,,... Rules based on the picklist values to the corresponding queue - North, South, East, or.! The length of time before passwords expire, what are two valid use cases Salesforce. The box for Force Logout on session timeout ) internal users can install it is always input a! Two capabilities of the configuration changes that have contributed to an Opportunity to URL. Dashboards in the new line is more complex than the current sales process and Opportunity record type for product! The page the default Case what are two valid use cases for salesforce communities to queue - World children of the content delivery perform use for... As Salesforce Files, for possible sharing and other use outside the that... Quick find box and enter your domain name once you save it can connect any third party System data. Management is requesting that the session timeout be Increased to 24 hours and the... This in a report using conditional highlighting be used only some users have a session timeout of 12.... Configuring Case assignment rules meetings at customer offices currency is used as the objects have associations report. Object in a button records on the Force.com platform i.e classic: Files are as..., there are a few steps to get things working increasingly complex or edited in Mobile. Platform i.e will track customer payment information and will link to the respective process. And assignment rules new value to the respective business process being automated six months objects that are relevant the... A single customer emails, texts, calls, andposts on your,. Have access to your Communities rep does n't populate all fields correctly and!