Ursa Major Solar is ramping up the sales team to meet increased demand. As part of the short ramp up for these new reps, the manager wants to provide a help guide to enable reps to easily get help where needed during the different sales processes.
Which solution should an app builder recommend?
An app builder wants to limit the number of fields users are required to fill out when creating a new Opportunity. Once they fill out the required fields and save, the full record page with additional fields relevant to the Opportunity type becomes available.
How could this be accomplished?
Cloud Kicks wants to know the total value of all won Opportunities for Accounts and display it on the record.
What type of summary should the app builder use in the roll-up summary field?
Cloud Kicks wants to display 10 key fields at once in a separate section at the top of opportunity records on the desktop.
Which component should an app builder add to the record page to enable this functionality?