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Question 3 – Why is Campaign influence requires feature activation not true too? I understand that ROI is only calculated off of one Campaign, but wouldn’t this feature assist with Opportunities being tagged?
I just went thru these few weeks back. As of now (Summer17/Winter18) , on your org (Mine is DE) your user must:
1 – have the Marketing User box checked under the user profile;
2 – enable Campaign Influence on the Campaign object;
3 – edit the Permission Set License Assignments under the same user profile, there should be a
CRM User box that you need to check enabled,
4 – create a permission set (any name) with enabled “Campaign Influence” option and assign to
your user profile.
After all of this is done, you can start to play with Campaign Influences.
Any chances that we could add images to these postings? Would help a lot.
Yeah lots of images being added on the new version. Details to follow. Feature activation is not required as you can turn it on through configuration (feature activation means that you have to raise a case with Salesforce)
you should relook at this question because with account M:M relation with contact can be enabled now and that would actually be the right way if you need that functinonality
Yep, will update this now
Question nr 1.
I pick option nr 4, Opportunity contact role and it gave me an uncorrect answer when i submit the quiz and the right answer should be nr 4.
Please correct this
This question is correct. Account contact roles is what you would use as this question relates to the account, not opportunity.
FWIW: Enabled in Setup/Account/Account Settings/Contacts to Multiple Accounts Settings/Allow users to relate a contact to multiple accounts check box
RE: Account Contact Relationships- the access is derived from Account and Contact so the ability to modify a relationship record requires the user to have the following access:
Object Level Access (CRUD): Read on Account object and Edit on Contact object
Record Level Access (Sharing): Read on Account record and Write on Contact record
Thanks- will take a look at materials for next release. I suspect this is just a change in the ui and not the data model. Eg you probably still have one primary account per contact with a join table on the secondary account relationships.
As of Summer16, AccountContactRelationship allows many: many for Contacts and Accounts, and is more “customizable” & feature-rich than Contact Role
OWD for Opportunities is private, so how come ” Enable account teams and establish teams as appropriate on each account record.” is the right answer?
When you add a member to Account Team, you may or may not grant access to Opportunities and Cases, therefore, I thought “Use manual sharing to provide opportunity access.” was the correct answer.
The same is true for manual account sharing- however, account teams are specifically designed to meet this type of use case.
Question 4. – In the answer clarification section.
I believe that Products can also be coupled with Orders. – New in ’14.
Hi John, for Q5, just to add on from my question.. I understand option 3 account teams is best but why not sharing rule as well? How do we know which scenario to use Account Teams or Sharing rules?
This phrase ” Accounts are strategically managed by several users” – this implies that the decision making process is managed manually, and would be difficult to put into a sharing rule.
Hi John, for Q5, why can’t we use criteria-based sharing rule, i.e. option 1 as well?
For questions no. 4 from quiz, I would think that opportunities must also be associated with Products and Price Books. Am I wrong?
You are correct – use of the opportunity line item is implied but not explicitly stated.
There isn’t a button to start the quiz. I am using Safari.
Now fixed, sorry about that
I am unable to find how to user account contact role?
Add the contacts role related list to the account page layout
picklist values in question 2 should read:
101-1000 (was 100-1000)
Just to let you know, the Exams no longer have a ‘tick all that apply’ question type like question 4. Only single or multiple choice and it always says how many are needed.
Yep – these are knowledge checks more than practice questions, the practice exam at the end does not include these type of questions.
Hi John –
On the last sentence of question 5, it reads: “implemented in Salesforce?” but there is a random 2010 overlayed in the word implemented
Thanks David – assuming you are on a mac and/or using Safari? Seems to be an issue that I think I will have a resolution for shortly.
I have paid the 40USD, and have upgraded my account today. For some reason I only see 5 questions in this quiz, however I can read from the comments that there are many other questions – why is it that I can not see the other questions?
Hi Amar, there are only 5 questions in this quiz – you’re getting the correct content.
I cannot active the quiz. I’m logged in , but nothing seems to work.
Are you still having problems with this? The site appears to work correctly, and I have heard otherwise from other users.
Question 3 I answered 1,2,4; correct answers are 1,2,5. Error message received, but the total shows that I answered 3 of 5 correct.
For Question 3: 1,2,4 is correct (5 is incorrect; it does not require feature activation). Just took the quiz and it appears to display correctly for me… does that clarify?
regarding question 5 I read in your guide regarding the “Automatic Campaign association” that the first step is to have the Campaign influence enabled. I understood this in a way that the Campaign Influence feature needs to be enabled (i.e. answer 5) A m i wrong? And if I’m wrong what exactly menas what you write there?
‘feature activation’ refers to raising a case with salesforce.com to turn on the feature (versus something you can easily turn on yourself through simple configuration)
Good point, I lived the same dilemma. Thank you, now it’s clear.
On Developer Edition Summer 16, you must to enable Campaign Influence, Setup> Campaigns> Campaign Influence> Enabled/Disabled.
Are you implying that “activation” is when you need to contact Salesforce like multi currency?
Never mind, just found your reply confirming what I thought.
This is happening to me as well.
What is happening? For question 3 answers 1,2,4 are correct…