The VP of Sales at Universal Containers has requested that Sales reps be given access to view all Accounts in Salesforce. However, they've also requested that sales reps only be allowed to create new Opportunities on Accounts they own. How can this requirement be met?
An app builder wants to streamline the user experience by reflecting summarized calculation of specific fields on various objects.
Which three fields types should be used in roll-up summary fields to accomplish this?
Choose 3 answer
After universal containers converted qualified leads. Sales reps need to be able to report on converted leads. How should an app builder support for this requirement ?
Universal Containers wants to track installation information once it container has been purchased on a custom object. Sales reps should have visibility of all the installation with their opportunities.
visibility of all the installations associated with their opportunities.
What kind of relationship should this new object have to the Opportunity?
Sales manager at universal containers would like to standardize what information sales rep are gathering. Sales rep want recommendations, sales strategies and to know what key fields need to be completed at each step of the sales process on the opportunity record. What feature should an app builder use to provide this functionally?
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