Which Salesforce role should help companies increase campaign effectiveness, reengage inactive customers, and grow their customer base?
Which Salesforce role should help companies increase campaign effectiveness, reengage inactive customers, and grow their customer base?
The role of a marketer is to help companies increase campaign effectiveness, reengage inactive customers, and grow their customer base. Marketers are specialized in creating and executing strategies that target potential and existing customers, optimizing the results of promotional campaigns, and enhancing customer engagement and retention rates.
A Salesforce standard profile end user is looking for specific information on an Opportunity record page. They are overwhelmed by the required scrolling to see the page.
What can the user do to simplify the page?
A Salesforce standard profile end user doesn't have the permissions to change page layouts or remove activities but can collapse detail sections on a record page to limit the amount of scrolling required. This action simplifies the page view by allowing the user to hide sections of the page they do not need to see immediately, making it easier to find the specific information they are looking for.
A Salesforce associate wants a visual summary of opportunities in a list view. The associate would like to summarize, filter, and move opportunities along the pipeline.
What should they do to meet this requirement?
To create a visual summary of opportunities in a list view that allows summarizing, filtering, and moving opportunities along the pipeline, the best approach is to create an Opportunities Kanban View. This view offers a board interface where opportunities can be easily managed by dragging and dropping to different stages, providing a clear visual summary and interactive management of the sales pipeline.
A Salesforce associate is using Global Search to find a record but does not remember the exact name of the record they want to find.
What should the associate use to search for the record?
To find a record when the exact name is not remembered, the associate should use wildcards and operators in Global Search. Wildcards and operators allow for more flexible search criteria, enabling the user to find records that match partial terms or patterns.
A Salesforce associate recently relocated from Get Cloudy Consulting’s San Francisco office to its new London office. The associate wants to change their personal work hours information in the Salesforce org to reflect their new time zone.
Which method is easiest to change these settings?
To change personal work hours information, you need to update the settings in 'My Personal Information > Language & Time Zone'. This option allows individual users to adjust their personal settings, including their time zone, without affecting the entire organization's settings.