AppExchange - Admin
Cosmic Learning Solutions uses a Lightning Flow to gather information from customers regarding their interest in products. The administrator of the company is required to add a functionality to the flow that allows accepting credit card payments from the customers. What can the administrator do to meet this requirement?
- Download and install a Flow Solution from the AppExchange and use it in the flow. - Flows can be extended with third-party systems and apps using Flow Solutions on AppExchange. - A Flow Solution can be utilized for use cases such as accepting credit card payments, conducting credit checks, and weather forecasts. ***Creating Visualforce page would require programmatic development. It is more practical for an administrator to utilize a declarative approach for a requirement. ***A Lightning page cannot be embedded within a flow/ ***A Bolt Solution is a template that can be based on flows, the requirement is to use the existing flow for accepting credit card payments.
Sales manager is looking to gain more insight into her customers' interactions with the company via social media. She wants to use the information to generate leads for her sales reps. She would like to implement a solutions within a month before the end of the fiscal quarter. What should Bob do?
- Install an application from the AppExchange to pull information from social media applications. There are several apps from AppExchange that can be installed, which will also perform this function for social media platforms that are not currently supported via the built-in- feature. - Enable Social Customer Service and Social Accounts, Contacts, and Leads - Salesforce provides built-in functionality for interaction with the customers via social accounts. ***It is not feasible to create a custom application given the availability of the built-in functionality and the apps available form AppExchange. ***Workflow is used to automate standard internal procedures and processes and does not work with social media applications.
Wants to use Salesforce for sending survey forms and callating the survey results directly within Salesforce. How can an administrator meet this requirement?
- Look for an AppExchange solution to install that meets the requirements - Consider using the Salesforce native survey functionality - Salesforce surveys allow collecting feedback and data from users or customers. It does not require additional licenses, however after a certain number of responses are received and add-on response pack must be purchased to receive additional responses. - There are a variety of survey applications available on the AppExchange that could meet the requirements and avoid custom development and integration.
A connection from Salesforce to an existing cloud application is required. What should an administrator first do when evaluating the level of effort?
- Search for a connector or app for the application on the AppExchange - The first step for this type of requirement is to search for a connector for the cloud application on the AppExchange
Creative Arts is a small firm that has chosen Salesforce Professional edition with two user licenses. They cannot afford to have a full time developer and administrator managing their instance. Recently they found that they have many duplicate lead and contact records created. What should they do to dedupe the Leads and Contacts records in a cost effective way?
- Search on the AppExchange for a free deduping solution - Evaluate the built-in duplicate management functionality to see if it would meet the firm's needs - Salesforce provides built-in functionality for duplication management of business accounts, contacts and leads.
What are valid reasons for considering an AppExchange App?
- Some AppExchange apps are open source - AppExchange apps cover functionality not covered by Salesforce - Some AppExchange apps are free ***AppExchange apps can interfere with existing customizations, so they should be tested first in a sandbox.
Would like to manage email campaigns, send mass emails, and track responses back in Salesforce. They do not need the complete functionality of Marketing Cloud at this stage. They envision that they need to send about 300,000 emails for a campaign in a month. What should the Salesforce Administrator suggest?
- Use a third-party app from the App Exchange - A number of AppExchange applications offer functionality to send mass emails and track responses back in Salesforce, including apps created by email campaign providers ***Standard campaign functionality is intended to track campaign functionality is intended to track campaigns and influence. ***Salesforce mass email or list email capability is not capable of sending the number of emails required in this scenario.
