Get Cloudy Consulting (GCC) wants to integrate its financial system with its Salesforce environment. After searching the AppExchange and reviewing documentation for its financial system. GCC did not find anything.
What should be used to build this integration?
A Salesforce associate is working from a custom Contact list view and noticed key information is missing.
What should they do to add the missing information?
Which Salesforce role produces data-driven solutions by eliciting, documenting, and examining requirements around organizational challenges?
Get Cloudy Consulting wants to implement an AI Agent with Agentforce.
What is a feature of Agents?
The Health Department wants to gain more insight into its patient data than what Salesforce Dashboards can provide.
Which Salesforce product should the department use?
The salesforce account executive for Get Cloudy Consulting (GCC) advises the company to use United Clouds to assist with its transition to using Salesforce as its CRM. GCC also plans to add an app in Salesforce from Connected Mail.
What is the role of each of these companies?
Get Cloudy Consulting's growing marketing team is on a custom profile named Marketing Team.' The team currently has Read access to leads and opportunities- Two marketing managers need Edit access on leads.
What should the Salesforce associate do to grant them the access they need?
To which Team should a Salesforce associate be added to gain access to an Account and its related opportunities?
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?