A sales manager at Get Cloudy Consulting wants a report that shows their top-selling product families by quantity.
Answer(s): A
The steps that the sales manager should follow to create a report that shows their top-selling product families by quantity are:Group by product family > Filter to show only Closed Won opportunities > Sum the total number soldThese steps will allow the sales manager to see how many products from each product family were sold in the closed opportunities, and compare the performance of different product families.
A manager is creating a dashboard for their team and wants each team member to receive a copy of the dashboard results by email each week.What should the team members do to ensure they receive they weekly results?
Answer(s): B
The action that the team members should do to ensure they receive the weekly results of the dashboard by email is to subscribe to the dashboard. Subscriptions let users schedule dashboards to run at regular intervals and send notifications to them or other recipients by email or Chatter. Users can also set conditions for when the notifications are sent, such as when the dashboard returns no results or the results change.
A Salesforce associate is creating a report that needs to show changes uin a value over a series of point in time.Which type of chart should the associate add to this report to help visualize these changes?
The type of chart that the associate should add to the report to help visualize the changes in a value over a series of points in time is a line chart. A line chart shows how a numeric value changes over time or across categories, using a continuous line that connects the data points. A line chart is useful for showing trends, patterns, or fluctuations in the data.
A Salesforce associate is asked to share records about a carpool program with users.Which type of group should the associate create?
The type of group that the associate should create to share records about a carpool program with users is a public group. A public group is a set of users that can be used to define sharing rules, queues, and other features that require a group of users. A public group can include individual users, other groups, roles, or territories. A public group can be used to share records with a specific group of users who are interested in the carpool program. A private group is a type of Chatter group that is not related to record sharing. A queue is a feature that allows users to manage leads, cases, and other objects as a team, but it is not suitable for sharing records about a carpool program.
Get Cloudy Consulting encourages end users to update their own settings.How can an end-user access their personal settings?
The way that an end-user can access their personal settings is to click the profile icon in the header, then click Settings. This will open the Settings page, where the user can update their personal information, language and locale, email, display, security, and other settings. Clicking the gear icon in the header, then clicking Setup will open the Setup page, where the user can access the org-wide settings and features, but not their personal settings. Clicking the question mark icon in the header, then creating a Case will open the Help Center, where the user can get help and support, but not access their personal settings.
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