Category Archives: Cloud CRM

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90+ Salesforce.com Parties in 15+ Countries

People, Food, Drink, and Celebration–celebrating real accomplishment! This is the new Salesforce– the Lightning user interface, newly organized work space, new ways to create spaces in which to work, and new ways to see the results of work. Folks around the world and at our party in Schaumburg, IL clapped and smiled and chuckled. We were pleased! Trailhead courses were also Continue Reading...
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Launch Relaunch Your CRM Journey

Do you start with a pain point, or a dream? Seventeen  years ago, I realized that I was obese and started losing weight. I have a spreadsheet that documents my ups and downs– overall more downs, than ups, There have been long periods of plateau, sometimes a loss of ground won; then another drive downward, then stabilize on another plateau. Over those Continue Reading...
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Successfully Launch Salesforce

Concerned about jumping into a CRM? Need to manage your Salesforce startup costs? Want to keep your Salesforce startup to defined parameters? Desire a controlled transition to a new system? How do you accomplish all this? Take small bites and establish success. Choose a package to fit your needs, like one of the 9 below. Professional Edition Launch Remote – This Continue Reading...
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Salesforce.com Integration

A typical enterprise uses many applications, many or most of which are not designed to work with one another out of the box. Integrating separate but related apps helps organizations achieve greater levels of operational consistency, efficiency, and quality. With Salesforce.com, there are multiple approaches for implementing system interfaces.  The optimal decision is typically determined during the design phase of Continue Reading...
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Dev: Business Logic – 23% WGT

CV Systems wants to immediately create a contact record and post a message in chatter, without writing any complex apex code, when a new account is created and saved. How would a developer implement this requirement? Create a workflow Scheduled a task Create processes using process builder Create approval processes. Ans – 3 – Click here to learn more http://gtr.net/Play-the-Game Continue Reading...
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Admin: Security and Access – 15% WGT

CV Systems would like to set password policies and session timeouts by individual user. Which two of the following answers can be used to achieve this goal? Contact Premier support to enable this feature Enable via Profile Settings Define Sharing Rule Enable via permission sets Ans – 2, 4 – Click here to learn more http://gtr.net/Play-the-Game Author: Velu Palani, Question Id:QA Continue Reading...
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Admin: Standard and Custom Object – 18% WGT

When an object that is related to a junction object by a lookup relationship is deleted, which of the follow occur? The related field in the junction object is deleted The junction object is deleted The intersection object is deleted  The master records are deleted Ans – 1 – Click here to learn more http://gtr.net/Play-the-Game Author: Velu Palani...
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Dev: Business Logic – 23% WGT

A CV Systems’ developer is trying to detect a change email address on a contact record when certain other fields are true. How can this requirement be achieved?  (Choose 2) Apex Trigger Workflow field update Can’t update the fields Record Type Field update Ans – 1, 2 – Click here to learn more http://gtr.net/Play-the-Game Author: Velu Palani, Question Id:QA – 0587...
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Admin: Analytics – Reports and Dashboards – 13% WGT

CV System Admin would like to delete bulk reports (not used) from their instance. Which of the following methods may be used? Dataloader Mass Delete Reports Developer Console Ans – 2, 3 – Click here to learn more http://gtr.net/Play-the-Game Author: Velu Palani, Question Id:QA – 0586...
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Dev: Business Logic – 23% WGT

CV Systems has a picklist field on the Accounts object. If a user changes the picklist selection and saves the record, Salesforce needs to automatically revert the picklist selection to its former selection for certain record types. How would a developer achieve this requirement? Default Value for ‘Type’ picklist field Formula field update Assignment Rule Workflow field update Ans – Workflow Continue Reading...
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