Get Cloudy Consulting (GCC) provides consulting services to small and medium-sized business in the financial services space. GCC wants a solution for customer service where complaints can be logged through a web from and email.
Which Salesforce solution should GCC use?
Get Cloudy Consulting is rolling out Salesforce to its organization.
What should be used to allow additional field-level access to individual employees based on the their job duties?
A Salesforce user at Get Cloudy Consulting informs the company's Salesforce associate they have moved to another department in the organization and no longer need access to Salesforce.
How should the associate change the user's access?
Get Cloudy Consulting (GCC) wants to build one dashboard for Leads and Opportunities. GCC want the data to be displayed based on the logged-in user’s security setting.
Which type of dashboard should this be?