You need to create a dashboard that will include an external website. Which component should you add? A. Quick view B. Sub-grid C. IFRAME D. Web resource

You create an opportunity report by using the Report Wizard. The report returns too many records. You need to reduce the number of records returned by the report. Which two actions should you perform? Each correct answer presents a complete…

You create an Advanced Find view that consists of columns from the account entity. Which action is possible when customizing the view? A. Adding columns from related of records B. Creating three levels of sort criteria C. Setting the option…

Each member of your sales team must earn an individual sales revenue quota for the year in order to receive a bonus. You create the goal metric and identify the Metric Type as Amount and the Amount Data Type as…

You want to share a personal chart that you created. Who can you share your chart with? Each correct answer presents a complete solution. Choose two. A. Resource group B. Access team C. Team D. User

You are creating a goal for the number of phone calls made versus the number of phone calls scheduled. You need to establish the number of scheduled calls for your organization. Which value provides this information? A. In-progress B. Actual…

A staff member at your client organization sends you an email message, inquiring about a product that the client might buy. After you track the email message, what should you do? A. Convert the email message to the opportunity. B.…

What is the purpose of the business process flow in the opportunity form? A. To show other users who are collaborating on the opportunity B. To provide a sales script for the salesperson to use when speaking to a potential…

You need to ensure that lead qualification is automated and occurs when a field on the Lead Form is set to a certain value. What should you do? A. Switch the business process flow to set the status of the…