What is required when creating portal users through Just-Time (JIT) provisioning?
A. FederationIdentifier
B. Organization_id
C. FirstName
D. User.Role
The requirement when creating portal users through Just-In-Time (JIT) provisioning is A. JIT provisioning is a feature that allows you to create portal users on demand when they log in using an external identity provider, such as Facebook or Google. To use JIT provisioning, you need to have a FederationIdentifier field on the user object, which is a unique identifier that links the portal user with the external identity provider. The FederationIdentifier field must match the value of the NameID element in the SAML assertion sent by the identity provider.
Ursa Major Solar (UMS) wants to differentiate between the leads created by partners and the leads created by its own Sales team. All lead records are shared with partners: however, some of the information captured by the Sales team on the lead record should not be shared with partners. Which two steps should UMS take at a minimum in order to meet the requirement? Choose 2 answers
A. Create Lead Record Types for Lead Distribution.
B. Enable “Lead Sharing" in Digital Experience settings.
C. Create a separate channel for partners in PRM Workspaces.
D. Create Page Layouts for Lead Distribution.
To differentiate between the leads created by partners and the leads created by its own Sales team, UMS should create lead record types and page layouts for lead distribution. A record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. A page layout is a way to control the layout and organization of detail and edit pages in Salesforce. By creating lead record types and page layouts, UMS can customize the fields and values that are displayed to partners and Sales team members.
Universal Containers is looking to build a new self-service site. Users will post questions, read Knowledge articles, and view case reports, users will not be registering deals or participating in any other sales activity. Which external user license meets these requirements?
A. Authenticated Service Site User
B. External Community Plus
C. External Identity
D. Customer Community Plus
This user license allows users to access cases, Knowledge articles, reports and dashboards, and custom objects in a self-service site. It also provides access to Chatter groups and files, and allows users to edit their own profiles. Customer Community Plus users can also use email-to-case functionality and create records that have lookups to accounts or contacts5
Dreamscape Flowers (DF) is a well-known global with a large network of partners in various regions DF currently has a number of manual process with varied complexity. Some of these processes involve lifecycle management that DF is looking to automate as part of a broad digital transformation initiative. In what three ways can Salesforce Partnership Management (PRM) help DF? Choose 3 answers
A. Automating partner onboarding process
B. Helping partners manage their payments and file taxes
C. Providing reports and dashboards access to partners
D. Preventing channel conflict
Salesforce Partner Relationship Management (PRM) is a solution that helps you manage your partner lifecycle, from recruitment to enablement to co-selling. Some of the ways that Salesforce PRM can help DF are:
Dreamscape Flowers (DF) is planning to use Salesforce Partner Relationship Management (PRM) to manage partner lifecycle. DF is aware that Salesforce PRM can help with channel sales, lead distribution, and co-marketing with partners. Which other three features come standard with Salesforce PRM that DF can leverage without any code customization? Choose 3 answers
A. Partner Value Score Matrix
B. Case Escalation
C. Al-Powered Knowledge Base
D. Partner Incentivization Map
E. Chat
Salesforce Partner Relationship Management (PRM) is a solution that helps you manage your partner lifecycle, from recruitment to enablement to co-selling. Salesforce PRM comes with some standard features that you can leverage without any code customization, such as:
Cloud Kicks (CK) has a subscription model to send new sneakers to customers every month. Customers log in to the CK site, where they can manage their accounts, manage and create cases, and submit refund claims. CK also provides access to articles from its Knowledge base. Which template should CK use to give customers the access they need?
A. Build Your Own
B. Microsite
C. Help Center
D. Account Portal
To give customers the access they need, CK should use the Account Portal template. The Account Portal template is a pre-built site that includes features such as account management, case management, and refund claims. CK can use this template to provide self-service options to its customers, such as viewing and updating their account information, creating and viewing cases, and submitting refund claims. CK can also provide access to articles from its Knowledge base using the Knowledge component or the CMS Connect component.
To which three objects can the Partner Super User access be applied? Choose 3 answers
A. Opportunities
B. Accounts
C. Cases
D. Custom Objects
E. Campaigns
Partner Super User access is a feature that allows you to grant access to records owned by other partner users who have the same role or a role below them in the role hierarchy. You can apply Partner Super User access to three objects: Opportunities, Accounts, and Custom Objects.
Northern Trail Qutfitters has a network of resellers who are Partner Community users. One of the resellers has requested that their parent company get View access to cases created by their child companies. Which functionality will meet the requirement best?
A. Manually share cases.
B. Move users who need case access to a higher level in the Role Hierarchy.
C. Configure an External Account Hierarchy.
D. Create a Sharing Set for the Account.
An External Account Hierarchy is a feature that allows you to create a hierarchy of accounts for your partners and grant access to records based on the hierarchy level. You can use an External Account Hierarchy to grant View access to cases created by child companies to their parent company.
What accurately sequences the necessary steps to create a partner user from an enabled partner account?
A. 1) Edit the user record to assign the correct role/profile. ee
2) View the partner account contact. Single Book
3) Select Manage External User.
4) Select Enable Partner User.
5) Save.
B. ) View the partner account contact.
2) Select Manage External User. Multiple Books
3) Select Enable Partner Account.
4) Edit the user record to assign the correct role and profile.
5) Save.
C. ) View the partner account contact.
2) Select Manage External User.
3) Select Enable Partner User.
4) Edit the user record to assign the correct role/profile.
5) Save.
D. 1) Edit the user record to assign the correct role/profile.
2) View the partner account contact.
3) Select Manage External User.
4) Select Enable Partner Account.
5) Save.
Explanation:
To create a partner user from an enabled partner account, the correct sequence of steps is C. A partner user is a user who has access to your Experience Cloud site through a partner account. A partner account is an account that has the Is Partner checkbox enabled. To enable a partner user, you need to view the partner account contact, select Manage External User, select Enable Partner User, edit the user record to assign the correct role and profile, and save.
Northern Trail outfitters (NTO) aims to provide personalization by encouraging its individual customers to self-register in its B2C Experience site. NTO is not looking to create a placeholder account. NTO Experience consultant has set up self-registration in its Login and Registration pages. NTO’s site manager has configured the Allow external users to self-register’’ option. NTO uses Customer Community Plus Licenses. Which two steps are needed to complete self-registration in NTO’s Experience site? Choose 2 answers
A. Ensure that the Account field is empty in the registration section.
B. Contact Salesforce Customer Support to enable Communities Self Registration Controller.
C. Ensure that the Contact field is empty in the registration section.
D. Contact Sales customer Support to enable Person Accounts.
Explanation:
To complete self-registration in NTO’s Experience site without creating a placeholder account, NTO needs to take two steps:
Ensure that the Account field is empty in the registration section. This will allow NTO to create individual customers without associating them with an account.
Contact Sales customer Support to enable Person Accounts. Person Accounts are a feature that allows NTO to store information about individual customers in a single record, instead of using separate account and contact records. NTO needs to contact Salesforce Customer Support to enable Person Accounts in its org.
Ursa Major Solar (UMS) noticed that quest users are unable to see images on its customer portal. Which setting should UMS enable in order for quest users to see the images?
A. “Enable Image Connect for guest users” in the Administration Workspace
B. “Let guest users view asset files and CMS content available to the community" in the Administration Workspace
C. “Allow guest users to self register” in the Administration Workspace
D. The "Jepson" theme in the Builder Workspace
Explanation:
This setting allows guest users to view images and other content that are stored as asset files or CMS content in your Experience Cloud site. You need to enable this setting if you want guest users to see images on your customer portal.
Dreamscape Flowers (DF) is evaluating Salesforce Partner Relationship Management (RPM) to help improve its current channel sales performance. In what two ways can Salesforce PRM help DF accelerate channel sales? Choose 2 answers
A. By automating partner entitlement assignment in Channel sales teams
B. BY automating partner tiering in Channel sales hierarchy
C. By automating partner lead routing
D. By automating quoting with Salesforce CPQ
Explanation:
Two ways that Salesforce PRM can help DF accelerate channel sales are B and C. Salesforce PRM is a solution that allows you to manage your partner relationships and empower them to sell your products and services. By using Salesforce PRM, DF can automate partner tiering in Channel sales hierarchy, which allows them to assign different tiers and benefits to their partners based on their performance and potential. DF can also automate partner lead routing, which allows them to distribute leads to their partners based on criteria such as location, product, or skill. These features can help DF increase partner engagement and loyalty, optimize lead conversion, and grow channel revenue.
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