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Maintain Your Tableau CRM Einstein Disc. Cons. Certification for Spring ’24 Start a Dynamic Flow Directly from a Dashboard Text Widget Launch flows from your Analytics dashboard using flow interactions. For example, on a dashboard tracking case, design a text widget that launches your custom case assignment flow with a single click. The flow interaction passes dynamic user ID values to the flow, so users don’t have to leave your dashboard to do their work. Flow interactions are available only for the text widget. Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions. How: In the dashboard editor, select a text widget. On the Interactions tab on the Widget Properties panel, add a Start a Flow action and select the flow. After adding the interaction, a user can click the text widget and preview the dynamic values before starting th

 Maintain Your Platform App Builder Certification for Winter ’24 The Enable Reactive Components for Screen Flows running API Version 57.0 and 58.0 setting expires in Winter ’25. Before that release, upgrade your flows to run on API version 59.0 or later to take advantage of reactive components. Build Screen Flows with Reactive Global Variables Save time by referencing global variables in reactive formulas on flow screens. Use custom labels in reactive formulas to display translatable text to your users. For example, create a custom setting called DiscountPercentage, which specifies org, profile, and user discount percentages. Reference the variable in reactive formulas across a screen flow. The screen flow applies the correct discount value for the user running the flow and recalculates the value as the user makes changes.   Build Screen Flows with Reactive Selections Use choice components to respond to user selections elsewhere on the same screen. For example, on a flow screen used fo

Maintain Your Administrator Certification for Spring ’24 Intelligence Views Intelligence views are now available for leads, contacts, and accounts in Sales Cloud. Turn on a view in Setup and then add the Intelligence View button to the view-button layout for the applicable page. New Salesforce organizations include the views by default, but admins for existing orgs can enable: Lead Intelligence View Contact Intelligence View Account Intelligence View Find specifics about these views in the next three topics. Turn on Contact Intelligence View in Contact Intelligence View Setup and add the Intelligence View button to the Contact List View button layout. To view engagement metrics, enable Email Tracking in the Inbox section of Sales Engagement Setup. To see the Intelligence View, users go to the Contact home page and click Intelligence View. To view engagement metrics, choose Engagement Metrics from the Metrics menu. To see the Account Intelligence view, go to the account home page and cl

Maintain Your Tableau CRM Consultant Certification for Spring ’23 1. Where is the multivalue function used? Data Prep’s formula transformation 2. Which sampling option is available to populate a data sample? Select All Column Values 3. What simple process allows a user to upgrade old dataflows to use the latest Data Prep features? Convert to Recipe 4. What does the Input widget do? Captures numeric values to be used as a data source 5. Templated CRM Analytics apps can be refreshed manually or on a schedule. Where are these refresh controls accessed In actions in the App Install History   6. What are the steps to add a tooltip to a selected repeater widget? Click Tooltip, set content and size, preview, then click done

 Maintain Your Administrator Certification for Spring '23 1. What information is listed in the Details panel for recently used reports? Answer: A, B, C 2. What is used to give sales reps access to a guided process to import contacts and leads? Answer:  Sample CSV file 3. Which feature efficiently removes inactive picklist values? Answer: Bulk Delete Unused Values 4. Which type of Process Builder processes can be converted using the Migrate to Flow tool? Answer: Record-triggered Get Hands-on with Enhance Record Pages With Dynamic Forms Follow steps show in Screenshot also highlighted with Red Box:

 Maintain Your Platform Developer I Certification for Winter ’23 1. Field update actions have changed in API Version 54.0. Which record-triggered flows do field update actions now execute? Answer: Before-Save after After-Save 2. Which Apex class is used to determine the hostnames for the domains that Salesforce hosts for your org? Answer: System.DomainCreator 3. Which modules can be used for notifications in a Lightning web component instead of native APIs? Answer: LightningAlert, LightningConfirm, and LightningPrompt 4. What determines an org’s “shape” in Salesforce? Answer: Features, settings, edition, limits, and licenses 5. Which lightning-modal-* component is required to create a modal? Answer: Body 6. How do you call an invocable action from Apex code? Answer: Reference Invocable.Action Get Hands-On With Apex Assertions 1. Create Two Apex class: Copy and Paste below codes (A.) TestFactory @isTest public class TestFactory {    public static Account getAccount(String accountName, B

Maintain Your Platform App Builder Certification for Winter ’23 1. What component customizes related lists directly from the Lightning App Builder? Answer:      Dynamic Related List – Single 2. Where can a debug flow test be created and saved? Answer:      Flow Builder 3. What action enables smart email auto-responses in Flow Builder? Answer:      Create Article Recommendations 4. Custom address fields improve address data accuracy for your users using what type of list? Answer: State and Country/Territory Picklists 5. What are the benefits of using Dynamic Forms on record pages? Answer:      Place fields anywhere on the page  Use Visibility Rule to show and hide fields  6. Restriction or scoping rules now allow multiple values. When should double quotes surround a value? Answer:      If a single value contains a comma  Get Hands-On With Permission Set Expiration Verify before performing this: Permission Set & Permission Set Group Assignments with Expiration Dates should be enabled

 Maintain Your Administrator Certification for Spring '22 Answers Check Below to verify: Navigate to OBJECT MANAGER Select Object: Task Goto in Task object: Restriction Rules Click on New Rules Rule Name: Keep Tasks Private Full Name: Keep_Tasks_Private Is Active: True Enter User Criteria: Field: User > Active Operator: Equals Type: Boolean Value: True Enter Record Criteria: Field: Assigned To ID (User) > User ID Operator: Equals Type: Current User Value: User ID

 Maintain Your CRM Analytics Consultant Certification for Spring '22 Type of visualization:  Distance Threshold in Data Prep Bucketing: 1. What app will you use in CRM Analytics to create a Pipeline Trending Waterfall Chart? Ans: Customer Insights 2. Applying Sentiment Analysis on unstructured data categorizes it as which of these? Ans: Positive, Negative, and neutral 3. What tool would you use to adjust the sensitivity of the fuzzy matching? Ans: Distance Threshold 4. What types of visualizations are now available in the chart widget tooltips? Ans: Chart, Table and Component 5. How do you include a subquery in your SQL query? Ans: After the FROM statement, add another SELECT statement in ()

 Customer relationship management (CRM) In our day to day work we might come across a term called Customer relationship management or CRM, some might be thing what is CRM, How it works, How it can boost your business and so on.. Actually if you start thinking about something it will never ends and that's how human mind works. I'll be describing everything regarding CRM and will provide some best in class CRM suggestions. What is CRM? CRM is a technology for managing all your company's relationships and interactions with customers and potential customers. Goal of CRM: Improve business relationships Stay connected to customers Manage customer relationships Customer lifecycle 360 view Streamline processes Improve profitability What does a CRM system do? On very high level and for your understanding I'll list down few CRM capabilities but CRM can do more than these  Helps you find new customers Organizing customer and prospect information Collecting a customer's website