For optimal usability and adoption, a solution must do what. (Select all that apply)
A. Provide value so users perceive it as a valuable spending of their time.
B. Be easy to use so users can easily enter data and find information.
C. Have trusted data.
D. Be inexpensive so users don't worry about the bottom line when using the application.
E. Provide both online help and hard copy reference materials to assist users at all times.
F. Be easy to change through a change ma
You can track only Assets sold by your company.
A. True
B. False
Match the following loading option to the description of when to use it. "Import Wizard"
A. Brian wants to consolidate all his accounts from several systems.
B. Bill wants to load 20,000 lead records.
C. Becky wants to load all her 65,000 contact records.
D. Bob wants to load a single account record.
E. Berta wants to keep a separate system as her "system of record"
Match this tip with its design consideration. "Use the client's language"
A. Tab and field naming
B. Reduced clicks
C. Search
D. Record types and page layouts
E. Workflow rules and approvals
F. Minimized redundant data entry
What does Salesforce usability mean?
A. How many users log on to Salesforce on a daily basis
B. What is the ratio of Salesforce users to the amount of sales
C. How satisfied Salesforce users are with the application
D. How easily can customers achieve their goals using Salesforce
Who can benefit from the Quotes feature? (Select all that apply)
A. A customer who wants to get a quote from Salesforce
B. A sales rep who wants to create and email a PDF quote from Salesforce
C. An Administrator who wants to manage quoting in Salesforce
Your client is using Account data that is old. How can you help?
A. Enhance Account content with data.com
B. Use Account Merge utility
C. Change you data migration plan for Accounts
D. Re-load all Account records
Which describes a usability and/or adoption challenge? (Select all that apply)
A. Julie is concerned that other reps will steal her leads
B. Mario is not sure that Salesforce can do everything he needs it to do
C. Mary can't figure out how to update her contact list
D. Kevin wants meetings with his manager to be more strategic and less task oriented
E. Bob questions the quality of data in Salesforce
F. Iris is worried that once her admin makes a change, her accounts will be
Your sole focus, when working with a client on data management, should be on initial data migration.
A. True
B. False
Your org-wide defaults for access rights to Price Books are set to "Use", but only Sales Reps should have access to Price Books. What should be your first step?
A. Change the org-wide default setting to "No Access"
B. Change the org-wide default setting to "View Only"
C. Leave the org-wide default setting, but change the Sales Reps' access rights
D. Change the Sales Reps' access rights to "Use'
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