Sales reps at Get Cloudy Consulting want to see a visual representation of their emails and phone calls with a contact.
Which contact record component must be present so users can see this?
Get Cloudy Consulting (GCC) provides consulting services to small and medium-sized business in the financial services space. GCC wants a solution for customer service where complaints can be logged through a web from and email.
Which Salesforce solution should GCC use?
Refer to the screenshot that shows the top portion of the Salesforce Service app with areas labeled A, B, and C.
Get Cloudy Consulting (GCC) offers sales and services consoles to meet the various needs of its end users?
Where should GCC' end users go to change to the Sales Console.
Get Cloudy Consulting (GCC) will show its data on a dashboard where the data is visualized within a range.
Which dashboard component type should GCC use?
Get Cloudy Consulting wants to implement AI Agents to assist with customer service.
Where can Agents be deployed?
Get Cloudy Consulting (GCC) plans to migrate from a legacy CRM system to Salesforce. GCC currently uses a dedicated single-tenant, on-premise system and wants to utilize a multi-tenant architecture like Salesforce uses.
What is one feature of multi-tenant architecture?
An employee at Get Consulting recently changed their name and received a new username.
Where should these changes be updated?
Get Cloudy Consulting (GCC) wants to build one dashboard for Leads and Opportunities. GCC want the data to be displayed based on the logged-in user’s security setting.
Which type of dashboard should this be?
To which Team should a Salesforce associate be added to gain access to an Account and its related opportunities?