Salesforce Updated Plat-101 Exam Questions and Answers by peggy

 The thing that the associate should do to show that GCC is part of the CK portfolio when creating the CK Account record is to add Get Cloudy Consulting to the Parent Account field. The Parent Account field is a standard field on the Account object that allows the user to link an account to another account that is its parent company. This way, the user can create an account hierarchy that shows the relationships between parent accounts and their subsidiaries. The user can enter the name of the parent account in the Parent Account field when creating or editing an account record. Viewing account hierarchy and selecting Add Child Account or selecting New on the child accounts related list are not the correct actions to show that GCC is part of the CK portfolio, because they are used to create a new account that is a subsidiary of an existing account, not to link an existing account to another existing account.

The type of dashboard that GCC should use to display data based on the logged-in user’s security setting is a Dynamic dashboard. A Dynamic dashboard allows each user to see the dashboard data according to their own access level and permissions. For example, a sales manager can see the data for their entire team, while a sales rep can only see their own data4. A Static dashboard is a type of dashboard that shows the same data to all users, regardless of their access level and permissions. A Standard dashboard is a type of dashboard that shows the data based on the security setting of the dashboard running user, which is a single user that is specified when the dashboard is created or edited

The steps that the sales manager should follow to create a report that shows their top-selling product families by quantity are:

Group by product family > Filter to show only Closed Won opportunities > Sum the total number sold

These steps will allow the sales manager to see how many products from each product family were sold in the closed opportunities, and compare the performance of different product families.

 Using the Accounts with Opportunities report type is the best way to create a report of all Accounts with Opportunities. A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. The Accounts with Opportunities report type includes accounts that have at least one related opportunity, and allows fields from both objects to be displayed in the report. Using the Accounts report type would not work, because it would include accounts that do not have any related opportunities. Using the Opportunities report type would not work, because it would not include account fields in the report.