A Salesforce user met with the new Director of IT for their customer, Northern Trail Outfitters (NTO).
Where should the user add the new Director's information into Salesforce?
A Salesforce associate is preparing for a sales call and needs to review a specific report.
What is the most efficient way to navigate there?
Get Cloudy Consulting wants to implement Salesforce within its sales and service divisions, and automate several processes that involve both.
Which approach should they explore first?
Where can a Salesforce associate find information that provides a view of interactions with a contact?
Get Cloudy Consulting wants to group its contacts by Region for reporting.
What data type should the Salesforce associate recommend for this new Region field?