Person accounts were recently activated at Cloud Kicks.
There are three record types for accounts:
* B2B customer
* B2C Customer
* External Partner
There are two record types for leads:
* B2B Lead
* B2CLead
The test team finds that when the Convert button is clicked on a B2C Lead record, only the B2B Customer and External Partner account record types are available choices on the Conversion Layout.
What should the administrator do to correct this issue?
Which two values roll up the hierarchy to the manager for Collaborative Forecasting?
Choose 2 answers.
DreamHouse Realty currently deals only with single-family homes but is expanding its business it include condos in large cities. There are some features and amenities that inly apply to condos, such as the amount of a deposit and concierge services.
How should an administrator configure the Opportunity object to ensure that only relevant fields are displayed on the record?
How should an administrator configure the Opportunity object to ensure that only relevant fields are displayed on the record?
Universal Containers is implementing a new lead status process and wants to be able to do the following:
* Track leads through five different status values.
* Run reports showing the duration a lead spends in each status.
* Run full Lifetime reports of a lead from creation to conversion.
* Prevent leads from skipping a lead status.
How can these requirements be met?
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