Chapter 12
- How do embedded dashboards aid user adoption of CRMA?
You embed the insights in front of the user in the CRM workflow, where they will inevitably view the dashboards as they work in their business as usual (BAU) environment.
- Give three examples of configured record actions supported in CRMA.
- Create and update object records.
- Log a call.
- Custom actions to trigger Lightning components, flows, and Visualforce Pages.
- What is the purpose of the dashboard filter when embedding a CRMA dashboard via Lightning App Builder?
When an embedded dashboard is ready in the layout, it will show information for all accounts, and you want it to show only information for the account record being displayed. Adding a dashboard filter will accomplish this.
- Give one example of how you can drive automation in Salesforce from CRMA.
Kick off a Lightning flow by creating a task that is configured in such a way as to trigger the flow.