A Platform Administrator at Cloud Kicks would like to use Salesforce to start tracking details around its marketing efforts. They would like to track details around emails, trade shows, and webinars. Additionally, each of these initiatives will need to track different types of information. How should the administrator accomplish this?

• A.Create a custom report type with relevant fields.
• B.Create a custom field on the Campaign object for the type of initiative.
• C.Create record types and page layouts for each type of campaign.
• D.Use campaign hierarchies to organize campaign types.

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Universal Containers wants to implement collaborative selling where multiple roles work together on customer accounts. Sales reps need full access to their assigned accounts, while customer support reps and sales engineers need access to opportunities and cases related to specific accounts they support. The sales manager wants to streamline the process by automatically adding the same team members to multiple accounts. Which feature should a Platform Administrator configure to meet this requirement?

• A.Set up default account teams with specified access levels for different team roles.
• B.Create sharing rules to grant access to opportunities and cases for support teams.
• C.Configure role hierarchy to automatically grant account access to the appropriate teams.
• D.Use permission sets to provide additional access to account-related records.

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A Platform Administrator at Cloud Kicks would like to use Salesforce to start tracking details around its marketing efforts. They would like to track details around emails, trade shows, and webinars. Additionally, each of these initiatives will need to track different types of information.
How should the administrator accomplish this?

• A.Create a custom report type with relevant fields.
• B.Create a custom field on the Campaign object for the type of initiative.
• C.Create record types and page layouts for each type of campaign.
• D.Use campaign hierarchies to organize campaign types.

Comment: *

Name: *

Email: *

Verification: *

The sales and service teams at Cloud Kicks would like to have more visibility into their pipeline and stay on top of every case. A Platform Administrator needs to quickly create dashboards for each of the teams but does not know where to start. What should the administrator do?

• A.Use the Salesforce Labs Field Service Dashboards for service teams from AppExchange.
• B.Enable Einstein Analytics and build custom dashboards using advanced analytics tools.
• C.Use the Salesforce Labs CRM Dashboards for sales teams from AppExchange.
• D.Manually create dashboards without using any prebuilt templates or packages.

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A sales rep wants to be able to categorize multiple picklist values into a single value on a report. Which option should a Platform Administrator suggest to the sales rep to accomplish this?

• A.Bucket Column
• B.Unique Count
• C.Report Filter
• D.Chart

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