Salesforce einstein Study guides, Class notes & Summaries

Which is the Report Format that allow users to summarize by both Rows and Columns? A. Joined Reports B. Matrix C. Tabular D. Summary - Answer-Answer: B During the Framing and Scoping process, which of the following is the first step for researchers to undertake? A. Articulate the opportunity for design B. Understand the need C. Create a project plan D. Identify measures of success and potential risk E. Establish the problem-solving approach - Answer-Answer: B What feature can be used...

An administrator at Cloud Kicks is building a flow that needs to search for records that meet certain conditions and store values from those records in variables for use later in the flow. What flow element should the administrator add ? A. Assignment. B. Create Records. C. Get Records. D. Update Records. C. Get Records. Sales reps at Ursa Major Solar are having difficulty managing deals. The leadership team has asked the administrator to help sales reps prioritize and Close deals. ...

Salesforce Health Cloud Accreditation 2022: Quizzes from PLC, Trailhead, and Superbadge. Salesforce Health Cloud Accreditation Quiz. "If a Service Cloud customer wants access to standard Health Cloud Objects, which of the following licenses is required? Service Cloud license Health Cloud license Sales Cloud license Service Cloud and Health Cloud license" "Which of the following steps are required when setting up a Health Cloud org? Enable required org features, such as Person ...

What is the Salesforce Ecosystem? Upgraded version of excel and Google Sheets. Allows you to check in with clients automatically based on where they are in the customer journey. A place where you will not have to worry about losing customer data. Salesforce is the leading CRM (Customer Relationship Management) provider with many products to help serve your customer. What does the Salesforce security permissions do? Allow stakeholders to keep their deals, cases and opportunities private and...

Salesforce CERTIFICATION/ Admin Exam Review Questions and answers, VERIFIED. You would like all leads created via Web-to-Lead to be handled by the Contact Center Team. What can you set up to accomplish this? A. Workflow Rule B. Lead Assignment Rule C. Business Process Rule D. Auto Response Rule - -B. Lead Assignment Rule ABC Corporation would like to record why cases are closed or rejected. What is the best way of handling this? A. Create a picklist for 'Case Close Reason' wit...

Salesforce User Experience Designer Final Exam Multiple Choice Questions Salesforce User Experience Designer Final Exam Multiple Choice Questions When you're in the discovery phase, what should you think about when shaping your discovery questions? A. Participant compensation is significant and you interview people only outside of their work hours B. You should always recruit the widest range of people for your study (even if they're entirely unrelated to the focus of the problem y...

Salesforce Einstein Analytics Exam 2023...

Salesforce Certified Associate Exam, Top Exam Questions and answers, rated A+ What is the Salesforce Ecosystem? - -Upgraded version of excel and Google Sheets. Allows you to check in with clients automatically based on where they are in the customer journey. A place where you will not have to worry about losing customer data. Salesforce is the leading CRM (Customer Relationship Management) provider with many products to help serve your customer. What does the Salesforce security per...

Salesforce Administrator Certification 2023. Questions and answers, rated A+ What are the four user licenses? - -Salesforce, Chatter External, Chatter Free, Identity What are the Salesforce default company settings? - -PST USD and English What is the identity license connected to? - -The experience site or portal What are the two ways to restrict access to data in Salesforce? - -Profile and Org Wide Defaults How does Salesforce set access at the org level? - -Trusted IP Ranges, Login IP R...

Does FSC require Lightning? - Yes What is included in an FSC license? A. Lightning Scheduler B. Action Plans C. Einstein Analytics for Financial Services D. FSC for Community - B. Action Plans Which of the following is NOT an area that Salesforce Financial Services Cloud serves? A. Asset Management B. Corporate & Institutional Banking C. Legal Services D. Lending Services - C. Legal Services What are the challenges Financial Institutions face? (Select all that apply) A. Regulatory co...