Bill Williams is a manager of a sales team. His role gives him Read-Only default and Read/Edit owner access to accounts. Jane Jones is a sales representatives who reports to Bill Williams. Her role gives her Read Only default access to accounts, and Read/Edit/Delete owner access. Jane owns the ACE Industries account record in CRM On Demand. Manager Visibility is enabled. What kind of access docs Bill Williams have to the ACE Industries account record?
Your company wants to automatically send an email to the owner of a service request when it has not updated or resolved within 24 hours. Then, if an additional 24 hours passes with no updates to the service request, the status should be changed to escalate and an email should be sent to the owner's manager. What would you use to automate the process?
Your company has decided to use Product: Revenue forecasts. Which three fields should you make sure are available on the Opportunity Product Revenue Detail page because they are important for users to fill in for this type of forecast?
Which three statements are true about books of business?
You were asked to create a group of five custom reports for the Midwest sales region. First, you added a new shared folder called Midwest Sales Region. Next, you created the five custom reports, saving them In the new folder as you finished them. Who can access this new shared report Folder if there are no roles associated with it?