Workflow/Process Automation
This tool allows you to automate standard internal procedures and processes in Salesforce.
What is a workflow rule?
This is a visual representation of your data in Salesforce, allowing you to summarize and analyze information.
What is a report?
This term refers to customer inquiries and issues tracked in Salesforce.
What is a case?
In Salesforce, this is a potential customer who has shown interest in your product.
What is a lead?
This defines what users can see and do in Salesforce, controlling their permissions.
What is a profile?
You can use this feature to automate more complex business processes beyond simple workflow rules.
What is Process Builder?
In Salesforce reporting, this option allows you to group data by specific fields.
What is a summary report?
This Salesforce feature allows agents to track customer interactions in real time.
What is the Service Console?
This action converts a lead into an opportunity, account, and contact.
What is lead conversion?
This customization allows you to add specific fields to standard or custom objects in Salesforce.
What is a custom field?
This action in a workflow rule allows you to send an email alert when certain criteria are met.
What is an email alert?
This feature allows you to create multiple related reports to display different views of your data.
What is a dashboard?
This Salesforce functionality helps support teams categorize and prioritize incoming cases.
What is case assignment rules?
This Salesforce tool allows you to manage your marketing campaigns and track their effectiveness.
What is Campaigns?
This type of organization structure determines data visibility among users in Salesforce.
What is a role hierarchy?
This type of automation is used to get approvals on records, sending them through a defined path of approvers.
What is an approval process?
This type of report allows you to show data from multiple related objects in a single report format.
What is a joined report?
This feature allows users to create articles that can help customers solve problems without contacting support.
What is a knowledge base?
This feature allows sales teams to score leads based on engagement and interest.
What is lead scoring?
This tool allows admins to visually manage objects and their relationships in Salesforce.
What is the Schema Builder?
This criteria type in Process Builder allows you to trigger actions based on changes to a record.
What is the "Record Change" criteria?
This type of field can be used to filter records in a report, allowing for more precise data analysis.
What is a dynamic filter?
This process automates the escalation of cases based on specific criteria, ensuring timely responses.
What is case escalation?
This Salesforce marketing automation tool integrates with Salesforce to streamline marketing efforts.
What is Marketing Cloud Account Engagement?
This feature allows you to enable multiple currencies in a Salesforce organization to support international transactions.
What is multi-currency setup?