Study sets matching "salesforce community"
Study sets
Classes
Users
C) Aloha
C) Select the available languages in th…
D) Custom Sharing Group
E) Create a new page in the Community B…
Universal Containers wish to set up an easy to configure and m…
Your company is using the Napili template and is expanding int…
You wish to share cases created and owned by your community us…
Your company is using the Koa Community Template and wishes to…
C) Aloha
Universal Containers wish to set up an easy to configure and m…
C) Select the available languages in th…
Your company is using the Napili template and is expanding int…
Salesforce Classic 2010 User Interface…
Once you enable Communities, can you di…
Salesforce Communities are available in…
Enable Global Header
Salesforce Classic 2010 User Interface is enabled when communi…
No
Classics; Enterprise, Performance, Developer, Unlimited. ... Note…
The View Global Header permission is disabled by default for a…
Salesforce Classic 2010 User Interface…
Salesforce Classic 2010 User Interface is enabled when communi…
Once you enable Communities, can you di…
No
C) Aloha
C) Select the available languages in th…
D) Custom Sharing Group
E) Create a new page in the Community B…
Universal Containers wish to set up an easy to configure and m…
Your company is using the Napili template and is expanding int…
You wish to share cases created and owned by your community us…
Your company is using the Koa Community Template and wishes to…
C) Aloha
Universal Containers wish to set up an easy to configure and m…
C) Select the available languages in th…
Your company is using the Napili template and is expanding int…
How do you enable Communities?
What should you consider Once you enabl…
What should you consider abour Header V…
What is the Kokua template?
Setup>Customize>Communities>Communities Settings
it cannot be disabled. Enabling communities also permanently t…
- Can be controlled via the "View Global Header" profile permi…
A visually rich, responsive self-service template that let's u…
How do you enable Communities?
Setup>Customize>Communities>Communities Settings
What should you consider Once you enabl…
it cannot be disabled. Enabling communities also permanently t…
How do you enable Communities?
What should you consider Once you enabl…
What should you consider abour Header V…
What is the Kokua template?
Setup>Customize>Communities>Communities Settings
it cannot be disabled. Enabling communities also permanently t…
- Can be controlled via the "View Global Header" profile permi…
A visually rich, responsive self-service template that let's u…
How do you enable Communities?
Setup>Customize>Communities>Communities Settings
What should you consider Once you enabl…
it cannot be disabled. Enabling communities also permanently t…
What are the access levels for external…
What objects support external org-wide…
When should you use Customer Community…
When should you use Partner Community L…
1. Controlled by Parent (For contacts, you must set Controlled…
Accounts and their associated contracts and assets... Assets... Case…
When community users need access to: ... Reports and dashboards…
When community users need access to: ... Leads ... Opportunities... Ca…
What are the access levels for external…
1. Controlled by Parent (For contacts, you must set Controlled…
What objects support external org-wide…
Accounts and their associated contracts and assets... Assets... Case…
What are the access levels for external…
What objects support external org-wide…
When should you use Customer Community…
When should you use Partner Community L…
1. Controlled by Parent (For contacts, you must set Controlled…
Accounts and their associated contracts and assets... Assets... Case…
When community users need access to: ... Reports and dashboards…
When community users need access to: ... Leads ... Opportunities... Ca…
What are the access levels for external…
1. Controlled by Parent (For contacts, you must set Controlled…
What objects support external org-wide…
Accounts and their associated contracts and assets... Assets... Case…
What are the access levels for external…
What objects support external org-wide…
When should you use Customer Community…
When should you use Partner Community L…
1. Controlled by Parent (For contacts, you must set Controlled…
Accounts and their associated contracts and assets... Assets... Case…
When community users need access to: ... Reports and dashboards…
When community users need access to: ... Leads ... Opportunities... Ca…
What are the access levels for external…
1. Controlled by Parent (For contacts, you must set Controlled…
What objects support external org-wide…
Accounts and their associated contracts and assets... Assets... Case…
How do you enable Communities?
What should you consider once you enabl…
What should you consider about Header V…
What is the Kokua template?
Setup>Customize>Communities>Communities Settings
It cannot be disabled. Enabling communities also permanently t…
-Can be controlled via the "View Global Header" profile permis…
A visually rich, responsive self-service template that lets us…
How do you enable Communities?
Setup>Customize>Communities>Communities Settings
What should you consider once you enabl…
It cannot be disabled. Enabling communities also permanently t…
How do you enable Communities?
What should you consider once you enabl…
What should you consider about Header V…
What is the Kokua template?
Setup>Customize>Communities>Communities Settings
It cannot be disabled. Enabling communities also permanently t…
-Can be controlled via the "View Global Header" profile permis…
A visually rich, responsive self-service template that lets us…
How do you enable Communities?
Setup>Customize>Communities>Communities Settings
What should you consider once you enabl…
It cannot be disabled. Enabling communities also permanently t…
How do you enable Communities?
What should you consider once you enabl…
What should you consider about Header V…
What is the Kokua template?
Setup>Customize>Communities>Communities Settings
It cannot be disabled. Enabling communities also permanently t…
-Can be controlled via the "View Global Header" profile permis…
A visually rich, responsive self-service template that lets us…
How do you enable Communities?
Setup>Customize>Communities>Communities Settings
What should you consider once you enabl…
It cannot be disabled. Enabling communities also permanently t…
Administer communities in Salesforce
Global Header
Your Name menu in Global Header
Community Management menu in Global Hea…
Not available
The drop-down in the global header shows a list of communities…
Same as in internal organization. Chatter Free users see a My…
Users with "Manage Communities" can see the menu and use it to…
Administer communities in Salesforce
Not available
Global Header
The drop-down in the global header shows a list of communities…
Administer communities in Salesforce
Global Header
Your Name menu in Global Header
Community Management menu in Global Hea…
Not available
The drop-down in the global header shows a list of communities…
Same as in internal organization. Chatter Free users see a My…
Users with "Manage Communities" can see the menu and use it to…
Administer communities in Salesforce
Not available
Global Header
The drop-down in the global header shows a list of communities…
I built an IT system that had
I customised Salesforce to
I choose Salesforce because of it's abi…
Salesforce is also great for prioritisi…
processes to communicate better with parents, staff and stakeh…
improve communication via multiple channels.
diagnostic health data, customer feedback data
For example a client complaint can be escalated
I built an IT system that had
processes to communicate better with parents, staff and stakeh…
I customised Salesforce to
improve communication via multiple channels.
Administer communities in Salesforce
Global Header
Can see communities in Previewstatus. "
Your Name menu in Global Header
Can create, customize tabs and branding, add or remove members…
"The drop-down in the global header shows a list of communitie…
...
Same as in internal organization.
Administer communities in Salesforce
Can create, customize tabs and branding, add or remove members…
Global Header
"The drop-down in the global header shows a list of communitie…
Data Category visibility
Rating Articles
Knowledge Stemming
Which Service Cloud tool requires the l…
- All Categories... - None... - Custom
Users can rate Articles on a scale 1-5... In every 15 days If an…
Search for "land"... System will search:... - land... - landed... - landing
C
Data Category visibility
- All Categories... - None... - Custom
Rating Articles
Users can rate Articles on a scale 1-5... In every 15 days If an…
Data Category visibility
Rating Articles
Knowledge Stemming
Which Service Cloud tool requires the l…
- All Categories... - None... - Custom
Users can rate Articles on a scale 1-5... In every 15 days If an…
Search for "land"... System will search:... - land... - landed... - landing
C
Data Category visibility
- All Categories... - None... - Custom
Rating Articles
Users can rate Articles on a scale 1-5... In every 15 days If an…
A. Profiles
C. Create the manufacturer field as a c…
B. Enable opportunity teams and allow u…
A. The import file should include a rec…
What should a system administrator use to disable access to a…
Universal Containers needs to track the manufacturer and model…
Sales representatives at Universal Containers need assistance…
What should a system administrator consider before importing a…
A. Profiles
What should a system administrator use to disable access to a…
C. Create the manufacturer field as a c…
Universal Containers needs to track the manufacturer and model…
2.1) Where can an administrator change…
2.2) How can an admin customize a stand…
2.3) Which user interface settings must…
2.4) How can an administrator customize…
2.1 a) from the company information section, an admin can modi…
2.2 B and C - the standard fiscal year follows the Gregorian c…
2.3 A and D. Enable Inline Editing and Enable Enhanced Lists.…
2.4 C and D. Set the number of results per page and Add filter…
2.1) Where can an administrator change…
2.1 a) from the company information section, an admin can modi…
2.2) How can an admin customize a stand…
2.2 B and C - the standard fiscal year follows the Gregorian c…
オブジェクト
レコード
リード
商談
データベースのテーブル。スプレッドシートの例でいうと、プレッドシートのタブにあたります。
1 行のデータ。データベースで追跡する項目。データをスプレッドシートに例えると、スプレッドシートの行にあたります。
まだ購入準備ができていないか、必要な製品を決定していない潜在的な見込み客。... リードを使用しなくてもかまいませんが、チームセリ…
変換された評価済みのリード。リードを変換するときは、商談と共に取引先および取引先責任者を作成します。
オブジェクト
データベースのテーブル。スプレッドシートの例でいうと、プレッドシートのタブにあたります。
レコード
1 行のデータ。データベースで追跡する項目。データをスプレッドシートに例えると、スプレッドシートの行にあたります。
What is an Object?
What is an Organization?
What are the seven user facing objects?
What are Accounts?
a table of data (spreadsheet with rows and columns) Records ar…
all of your data and applications and is separate from all oth…
account, campaign, case, contact, lead, opportunity, solution
Customers, competitors, and partners. Each account stores info…
What is an Object?
a table of data (spreadsheet with rows and columns) Records ar…
What is an Organization?
all of your data and applications and is separate from all oth…
How do you access your user profile in…
How do you update your photo in Chatter?
Why would you want to update the "About…
If you want to modify your email notifi…
Click on your name on the Home Page or anywhere on a Chatter f…
Go to your profile, hover over your photo, and click on the "A…
People can search your About Me section to see if you have the…
1. Click on your login name... 2. Select My Settings... 3. Under "My…
How do you access your user profile in…
Click on your name on the Home Page or anywhere on a Chatter f…
How do you update your photo in Chatter?
Go to your profile, hover over your photo, and click on the "A…
Salesforce
Products and features to support your n…
Sell to prospects and customers
Help customer after the sale
Customer Success Platform
Product and features available out-of -the-box are called stan…
Lead and Opportunities
Cases and Communities to engage with customers
Salesforce
Customer Success Platform
Products and features to support your n…
Product and features available out-of -the-box are called stan…