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1.

Which of the following is a standard entity in the Common Data Model?

Salesperson

Relationship

Invoice

2.

You receive a business requirement from a customer. They need to display a list of all their Opportunity records that have been opened in the last year, and it needs to be displayed on a dashboard. What should you configure for the customer?

A view with a custom filter

A view with custom sorting

A custom entity called "Recent opportunities"

3.

You receive a business requirement from a customer. They need their scheduling team to navigate through a specific process when onboarding a new patient into their system. This process involves entering specific data during 3 different phone calls. What should you configure to ensure the schedulers follow this specific process?

Business rule

Business process flow

Security role

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