Salesforce Lab Quiz
Near the end of 3a, Max realized the most important advantage of creating lead follow-up tasks in Salesforce is that it lets you:
Assign certain tasks to the leads themselves so they know what they have to do and by which deadlines
In lab 3b, the most important thing Max got Salesforce to do was:
Automatically execute all the initial follow up activities itself whenever a potential investor submitted their info
When Max was first creating her app, she added fields to the Pitch object:
by activating the built-in template Salesforce provides for venture capital funding mobile apps.
When Max upgraded her app as described in Lab 1b, she took it to the "next level" by:
by imagining what information Riley would need for her VC/Angel meetings.
Which statement about Lab 3a is false?
Max added Riley as a user so that Riley could help her catch up by adding and assigning the incoming leads too
By the end lab 3b, the main thing Max feels like she figured out was that:
Salesforce gave her a way to offload the routine structured parts of her job so she could focus on the parts that take human skill judgment, etc.
As Max was setting up the app's screen display formats for both the desktop and mobile versions, she:
she found settings for making them look better AND easier for Riley to use.
At the end of Lab 1b, Max showed how to create a Salesforce dashboard gauge with a pointer "needle" and red, yellow & green ranges:
to help Riley see how close all her pitches are getting to reaching her funding goals.