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What action must you take in order to set up an entitlement process?
set up service contracts with contract line items and entitlements.
specify actions that you'll add to your entitlement process.
delete all pending actions in the entitlement process que.
set up milestone that you will add to the entitlement process.
Select an option below that ou would use to limit the number of records and assist wih data consistency.
picklist and dependent picklist fields.
custom formula field
workflow field updates
record types and page layout
custom lookup fields and lookup filters.
What are the 2 ways content types cannot be used in CRM content? (choose 2)
with layout contents field, to control the content detail page layout.
with library rules, to limit the no. of libraries created
with validation rules, to capture complete data
with upload rules, to limit the size of content files.
The manager in charge of setting up and maintaining Salesforce Knowledge is retiring. What 3 things does her replacement need to know? -choose 3
article version nos. must be assigned by a knowledge manager for tracking.
data category visibility is assigned through roles and profiles.
enabling certain knowledge features on a user record requires licensing.
knowledge settings must be configured to allow users to create an article from a case
solution category browsing must be enabled in solution settings.
When setting up a support process that is NOT based on individual service contracts, what step need to be taken while setting up entitlements?
set up service contracts
set up contract line items
set up both service contract and contract line items
customize entitlement fields and the entitlements page layouts.l
Holly created a new page layout that makes the "Type" field required. Andrew's security settings make the field read-only for him. Will he be able to edit the field?
Tony is swamped and needs help. His manager suggested creating some delegated admins. If created, what priviledges can be given to the delegated admins? -choose 3
assign users to specified profiles
modify the role hierarchy
manage custom objects
create and edit users
modify profile permission
Please features from the list below that are included in live agent. - select all that apply
pre-chat forms and post- chat pages
block visitors by username
share tje customers screen
block visitors by ip address
enable agents to include standard responses without having type each item
Nancy has a new visual workflow. which of the ff. cant be used to deploy visual workflow? -choose 2
custom button
custom link
visualforce page
field updates
apex trigger
which of the following can salesforce communities npt be used for?- choose 2
use the odeas tab for community users to submit, like and promote ideas.
restrict communities to only be used by internal salesforce users
ensure that reputation level is the same accross all communities
have crowd sourced knowledge accessible in Q&A tab
Support reps are adding tags incorrectly to CRM contents in libraries. How can you enforce standard for tags? -choose 2
enable workflow to send email alert for unnamed tag
enable restrictive tagging
guided tags
change tagging field to multiselect picklist
which of the following os unique to salesforce knowledge?
synonym search
categories
article types
custom page layouts
Lindsey has a new employee and needs to grant them access to content, which liscense is required to use content?
salesforce CRM content user
salesforce CRM content contributor
salesforce CRM content creator
salesforce CRM content manager
In a private sharing model, what is a possible reason a user can view an acct. record owner or sys. admin.?
acct. records can be shared with other users using the role hierarchy.
user can be granted read/write access to the user via permission set
create a look-up relationship
record owner shares the record using sharing rules to the user