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Cloud Kicks has hired a new sales executive who wants to implement a document merge solution in Salesforce. How should a Platform Administrator implement this solution?
A. Download the solution from AppExchange.
B. Install a package from the Partner Portal.
C. Create a managed package in AppExchange.
D. Configure the package from Salesforce Setup.
Universal Containers wants to track all stakeholders involved in its sales opportunities to ensure proper relationship management. Sales reps need to identify who has decisionmaking authority, who influences the buying process, and who serves as the primary contact for each deal. Which feature should a Platform Administrator configure to meet this requirement?
A. Configure opportunity team members to track internal and external stakeholders.
B. Set up account teams to track stakeholders across multiple opportunities.
C. Use standard fields on opportunities to track stakeholder information.
D. Use contact roles on opportunities to identify stakeholder involvement and influence.
Management at Universal Containers would like to share dashboard components with their team in Chatter but currently does not have access to this capability. How should a Platform Administrator make this functionality available to management?
A. Enable reporting snapshots.
B. Select Download Chart on the component.
C. Set View Dashboard As to the dashboard viewer.
D. Enable dashboard feed tracking.
The Cloud Kicks sales team has asked that two of the fields that appear on the Opportunity cards in Kanban view be changed to make the cards more meaningful. Which feature should a Platform Administrator access to make this change?
A. Record Type
B. Compact Layout
C. Page Layout
D. Kanban Settings
A Platform Administrator assigned a custom profile based on the Minimum Access named Salesforce profile to a group of new users and assigned them several existing permission sets. However, when the users log in, they do not see the Lightning interface. Which action should the administrator take to give the users access to the Lightning interface?
A. Enable the Enhanced Interface for User Access Policies.
B. Add Lightning component to a layout.
C. Create a page in Lightning App Builder with the org as default.
D. Assign a permission to enable Lightning Experience User.