SFDC STUDY 175 Questions - Set 2
Which permission is required to convert a lead? (Choose 2) A) "Convert Leads" profile permission B) "Transfer" access for leads, accounts, contacts, and opportunities C) "Create" and "Edit" access for leads, accounts, contacts and opportunities D) "Import Leads" profile permission
A) "Convert Leads" profile permission C) "Create" and "Edit" access for leads, accounts, contacts and opportunities
Criteria-based sharing rules can be created for which objects? (Choose 3) A) Accounts B) Leads C) Opportunities D) Contacts E) Campaigns
A) Accounts C) Opportunities D) Contacts
Which option is available to a system administrator when managing passwords for Salesforce users? (Choose 3) A) Admins can grant users the "password never expires permission" B) Admins can enforce an all numeric password policy C) Admins can assign a password to a set of users D) Admins can reset passwords for all users at once E) Admins can customize the message sent to locked out users
A) Admins can grant users the "password never expires permission" D) Admins can reset passwords for all users at once E) Admins can customize the message sent to locked out users
Universal Containers wants to capture the invoice number and account credit score for billing cases. How would an administrator accomplish this? (Choose 2) A) Create a validation rule B) Create a support process C) Create custom fields D) Create a page layout
A) Create a validation rule C) Create custom fields
Which component can be included in a custom home page layout? (Choose 3) A) Dashboard components B) Messages and alerts C) Analytic snapshots D) Pending approvals list E) Trending chatter topics
A) Dashboard components B) Messages and alerts D) Pending approvals list
Which component can be included in a custom homepage layout? (Choose 3) A) Dashboard components B) Messages and alerts C) Pending approvals list D) Trending Chatter topics E) Analytic snapshots
A) Dashboard components B) Messages and alerts C) Pending approvals list
Universal Containers requires that its Salesforce account data, including attachments, be backed up weekly. Which tool should a system administrator use to accomplish this? A) Data Export Service B) Data Loader C) Account analytic snapshot D) Account report export
A) Data Export Service
What should a system administrator consider when deleting a custom field? (Choose 3) A) Fields used in workflow and assignment rules cannot be deleted B) Deleted fields and values can be restored from the recycle bin within 15 days C) Fields must be removed from the page layouts after being deleted D) Field values should be archived before a field is deleted E) Existing field values must be transferred to a new custom field
A) Fields used in workflow and assignment rules cannot be deleted B) Deleted fields and values can be restored from the recycle bin within 15 days D) Field values should be archived before a field is deleted
Which tab can be included in a customer portal? (Choose 2) A) Knowledge B) Opportunities C) Dashboards D) Ideas
A) Knowledge D) Ideas
What is a capability of Salesforce Knowledge? (Choose 2) A) Knowledge allows an organization to share articles with partner portal users B) Knowledge only allows a single article type across all data categories C) Knowledge automatically creates a solution for each new article D) Knowledge uses data categories and roles to make articles visible to specific users
A) Knowledge allows an organization to share articles with partner portal users D) Knowledge uses data categories and roles to make articles visible to specific users
Which feature restricts a user's ability to log in to Salesforce? (Choose 2) A) Login IP ranges B) Login hours C) Trusted IP ranges D) Password policies
A) Login IP ranges B) Login hours
What can be transferred from one user to another user during a mass transfer of account records? (Choose 3) A) Open activities B) Related custom object records C) Open cases D) Closed cases E) Closed activities
A) Open activities C) Open cases D) Closed cases
Universal Containers set the organization-wide-default setting for opportunities to private. Which records will an opportunity pipeline report return? A) Opportunities owned by the user running the report and the users below them in the role hierarchy B) Opportunities for the entire sales organization regardless if the user running the report C) Opportunities for which the user running the report is also the account owner D) Opportunities owned by the user running the report and user in the same role in the role hierarchy
A) Opportunities owned by the user running the report and the users below them in the role hierarchy
What record can be created when a lead is converted? (Choose 2) A) Opportunity B) Campaign C) Account D) Case
A) Opportunity C) Account
Universal containers needs to allow a group of users to view account records they do NOT own. Which feature can the system administrator use to meet this requirement? (Choose 2) A) Public groups B) Field level security C) Account record types D) Sharing rules
A) Public groups D) Sharing rules
Universal Containers has certain customers that must be placed on the Do Not Contact(DNC) list. A system administrator needs to ensure that sales representatives do not contact these customers. Which step should the system administrator take to enforce this requirement? (Choose 3) A) Remove the phone number and email address fields from the contact page layout for DNC contacts B) Make the DNC contact records private to all sales users C) Select the Mass Email checkbox on the DNC contact record D) Filter the DNC contacts from mass email list views shared with sales users E) Add the Do Not Contact field to the contact layout and make it visible for all sales user profiles.
A) Remove the phone number and email address fields from the contact page layout for DNC contacts D) Filter the DNC contacts from mass email list views shared with sales users E) Add the Do Not Contact field to the contact layout and make it visible for all sales user profiles.
Where can the multilingual solution search feature be enabled? (Choose 2) A) Self Service Portal B) Salesforce Content C) Solution tab search D) Public Knowledge Base
A) Self Service Portal D) Public Knowledge Base
Which option is available when using the process visualizer? (Choose 2) A) Share annotated approval process diagrams B) Edit the criteria used to trigger the approval process C) Add approval steps from the process visualizer D) View approval processes as a flow chart
A) Share annotated approval process diagrams D) View approval processes as a flow chart
How can a system administrator grant users access to dashboards? (Choose 2) A) Share folders with Public Groups B) Share folders with roles C) Create and share data categories D) Designate running users
A) Share folders with Public Groups B) Share folders with roles
Which statement about sharing rules is true? (Choose 2) A) Sharing rules open up access to records B) Sharing rules are required in public read/write organizations C) Sharing rules grant record access to roles and public groups D) Sharing rules grant read/write or delete access to records
A) Sharing rules open up access to records C) Sharing rules grant record access to roles and public groups
When working on opportunities, sales representatives at Universal Containers need to understand how their peers have successfully managed other opportunities with comparable products, competing against the same competitors. Which feature should a system administrator use to facilitate this? (Choose 2) A) Similar Opportunities B) Big deal alert C) Chatter groups D) Opportunity Update Reminders
A) Similar Opportunities C) Chatter groups
Which dashboard component can display data from the summary rows of a report? (Choose 2) A) Table B) Chart C) Gauge D) Metric
A) Table B) Chart
Which user is listed in the case history related list for case changes made from assignment and escalation rules? A) The automated case user specified in the support settings B) The owner of the case when the rule was triggered C) The user who created the assignment or escalation rule D) The default case owner specified in the assignment or escalation rule
A) The automated case user specified in the support settings
Which statement about the relationship between opportunities and products is true? (Choose 3) A) The opportunity amount cannot be edited when products are related to the opportunity B) All products added to an opportunity must come come from a single Price Book C) Deleting a product from an opportunity deletes all quotes related to the opportunity D) Default schedules are not automatically created when a product is added to an opportunity E) The opportunity amount is the sum of the related products
A) The opportunity amount cannot be edited when products are related to the opportunity B) All products added to an opportunity must come come from a single Price Book E) The opportunity amount is the sum of the related products
What must a system administrator consider when setting up the running user for a dashboard? (Choose 2) A) The running user determines the data displayed in the components on the dashboard B) Data access permissions determine what data the users can view in the source reports C) Only users in the same role as the running user can view the dashboard D) The running user becomes the default owner of the dashboard
A) The running user determines the data displayed in the components on the dashboard B) Data access permissions determine what data the users can view in the source reports
Which statement about Chatter posts and comments is true? (Choose 2) A) Updates to the Chatter feed on a record are only visible to users with access to the record B) Posts to a user's profile can be made private by clicking the lock icon C) Posts made to a user's profile are visible to all users in the organization D) Posts to a user's profile are hidden from anyone below that user in the role hierarchy
A) Updates to the Chatter feed on a record are only visible to users with access to the record C) Posts made to a user's profile are visible to all users in the organization
What can users do with Mobile Lite? (Choose 2) A) View, create, edit, and delete accounts, contacts, and opportunities B) View campaigns and manage campaign members C) View, create, edit, and delete custom objects D) Search for records that were not previously downloaded to a mobile device
A) View, create, edit, and delete accounts, contacts, and opportunities D) Search for records that were not previously downloaded to a mobile device
When should a system administrator consider using the Salesforce AppExchange? (Choose 2) A) When looking for pre-built custom applications and tools B) To submit ideas for Salesforce application enhancements C) To find answers to Salesforce application questions D) When standard Salesforce functionality needs to be extended
A) When looking for pre-built custom applications and tools D) When standard Salesforce functionality needs to be extended
Universal Containers has multiple support teams. One team handles technical support issues and another team handles billing issues. Currently, both teams are using cases to track incoming issues. When would a system administrator consider introducing a new record type for cases? (Choose 2) A) When multiple page layouts are required. B) When different picklist values are required C) When different field-level security is required D) When different record access is required
A) When multiple page layouts are required. B) When different picklist values are required
Which privilege can be granted to members of a content library (workspace) without modifying user permissions? (Choose 2) A) Edit a member's library permissions B) Add tags when editing content details C) Create a new content library D) Share content with other users in Chatter
B) Add tags when editing content details D) Share content with other users in Chatter
Universal Containers require that support agents take ownership of and respond to incoming cases within two hours of case creation. How can a system administrator automate this process? Create a workflow rule to assign a task to all support agents if a case has NOT been accepted by an agent within one hour B) Assign cases to a queue and create an escalation rule to escalate cases that have NOT been accepted by an agent within one hour Create a workflow rule to send an email to support managers when a case is created and assigned to a queue Create case auto-response rules to send an email to the customer within one hour of case creation
B) Assign cases to a queue and create an escalation rule to escalate cases that have NOT been accepted by an agent within one hour
A system administrator at Universal Containers created a custom object to capture customer feedback. How can the administrator ensure that users have access to this new object? A) Add fields from the feedback object to the account page layout. B) Assign the feedback page layout to the appropriate user profiles C) Create a lookup relationship from the account page to the feedback object. D) Create a role in the hierarchy to provide user access to the new object
B) Assign the feedback page layout to the appropriate user profiles
Sales representatives at Universal Containers should be notified any time support cases related to accounts they own change status. How can the system administrator accomplish this? A) Create an auto-response rule to send an email alert to the account owner B) Create a workflow rule to send an email alert to the account owner C) Enable field history tracking to send an email alert tot the account owner D) Create an escalation rule to notify the account owner
B) Create a workflow rule to send an email alert to the account owner
Which action should a system administrator take when a sales representative leaves the company? A) Delete the user account B) Deactivate the user account C) Change the user contract details for a new hire D) Deactivate and then delete the user account
B) Deactivate the user account
Which field type can be used as an external ID? (Choose 3) A) Formula field B) Email field C) URL field D) Text field E) Number field
B) Email field D) Text field E) Number field
When are validation rules applied when using Salesforce for Outlook? A) Every time a record is updated B) Every time data is synchronized with the server C) Every time a user views a record D) Every time a record is saved
B) Every time data is synchronized with the server
A system administrator at Universal Containers needs to mass update the lead source of opportunity records. How can this be accomplished? (Choose 2) A) Use similar opportunities to update the opportunities B) Export opportunities and update using the import wizard C) Create a list view for opportunities and update using inline editing D) Export opportunities and update using the data loader
B) Export opportunities and update using the import wizard C) Create a list view for opportunities and update using inline editing
What should a system administrator consider when setting up Mobile Lite? (Choose 2) A) Mobile Lite configurations can be created for each user B) Mobile Lite provides access to standard objects and dashboards C) Mobile Lite must be enabled before users can install it D)Mobile Lite users must have a mobile license assigned to them
B) Mobile Lite provides access to standard objects and dashboards C) Mobile Lite must be enabled before users can install it
A sales user at Universal Containers has updated the opportunity stage for an opportunity in the pipeline. What may be updated as a result of the status change? (Choose 2) A) Amount rating B) Probability C) Sales quota D) Forecast category
B) Probability D) Forecast category
Which customization option is available for standard fields? (Choose 3) A) Delete standard fields B) Rename standard field labels in the user interface C) Edit picklist values for standard fields. D) Remove not required standard fields from page layout E) Change the field type of standard fields
B) Rename standard field labels in the user interface C) Edit picklist values for standard fields. D) Remove not required standard fields from page layout
The marketing team at Universal Containers use a web-to-lead form to capture leads from its website and a lead assignment rule to assign the leads to the appropriate sales representatives. How can a system administrator ensure that all leads are handled even when they do not meet the assignment criteria? A) Create a validation rule to route unassigned leads B) Specify a default lead owner C) Specify a default lead creator D) Create an escalation rule to route unassigned leads
B) Specify a default lead owner
Which data can be highlighted in a report using conditional highlighting? (Choose 3) A) Date Fields B) Summarized Totals C) Grouped by field names D) Summary Formulas E) Grand Totals
B) Summarized Totals D) Summary Formulas E) Grand Totals
Where can conditional highlighting be used? (Choose 2) A) Tabular Reports B) Summary Reports C) Matrix Reports D) Enhanced List Views
B) Summary Reports C) Matrix Reports
Universal Containers needs to synchronize data between Salesforce and an external financial system. How can a system administrator accomplish this? A) Use the data loader to insert Salesforce records into the financial system B) Use an external ID field to match records between the systems C) Use the data loader to match records between the systems D) Use the Excel connector to export records from both systems into Excel
B) Use an external ID field to match records between the systems
What does Salesforce authenticate before allowing a user to log in through the user interface? (Choose 3) A) Whether the user's profile has API enabled B) Whether a user's profile has login hour restriction C) Whether the user's profile has trusted IP restrictions D) Whether the user's profile has trusted IP addresses E) Whether the user's profile has specified business hours
B) Whether a user's profile has login hour restriction C) Whether the user's profile has trusted IP restrictions D) Whether the user's profile has trusted IP addresses
Regional sales users at Universal Containers sell to both business and consumer accounts. However, sales users are unable to use the set of stages that apply to consumer opportunities. How can a system administrator correct this problem? A) Check for validation rule that restricts the visibility of the opportunity stage B) Ensure that regional sales users are routing consumer opportunities to the appropriate approver C) Assign the relevant record types and sales processes to the regional sales team profile D) Remove all but one record type from the regional sales team profile
C) Assign the relevant record types and sales processes to the regional sales team profile
A system administrator created a custom object for a recruiting application to track open positions. The administrator needs to give recruiting users the ability to read, create, edit, and delete position records. How should the administrator proceed? A) Use an existing custom profile that will automatically have the custom object permissions enabled B) Modify a standard profile and enable custom object permissions C) Create a custom profile and enable custom object permissions D) Use an existing standard profile that will automatically have the custom object permissions enabled
C) Create a custom profile and enable custom object permissions
Universal Containers sells products to both businesses and consumers. Sales representatives must capture different opportunity data for each customer type. How can a system administrator ensure that the correct information is entered for the different opportunity types? A) Add the business and consumer specific fields to a single opportunity page layout B) Add the business fields to the opportunity page layout and make read-only for consumer sales users. C) Create one page layout for business opportunities and another for consumer opportunities D) Create a custom object to capture the business and consumer specific data
C) Create one page layout for business opportunities and another for consumer opportunities
Sales management at Universal Containers needs to display the information listed below on each account record. Amount of all closed won opportunities. Amount of all open opportunities. Which feature should a system administrator use to meet this requirement? A) Workflow rules with field updates B) Calculated columns in the related fields C) Cross- object formula fields D) Roll-up summary fields
C) Cross- object formula fields
What can a marketing user do using the Manage Members button on a campaign record? (Choose 2) A) Associate existing opportunities with the campaign B) Create a custom report including all campaign members C) Import new leads and associate them with the campaign D) Associate existing contacts with the campaign
C) Import new leads and associate them with the campaign D) Associate existing contacts with the campaign
Where can the multilingual solution search feature be enabled? (Choose 2) A) Salesforce Content B) Solution tab search C) Public Knowledge Base D) Self-service portal
C) Public Knowledge Base D) Self-service portal
Which action can a user with the standard system administrator profile take? (Choose 3) A) Access a log of the records a user has viewed B) Delete user record C) Reset all users passwords D) Assign custom profiles to users E) Assign feature license to users
C) Reset all users passwords D) Assign custom profiles to users E) Assign feature license to users
The support group at Universal Containers wants agents to capture different information for product support and inquiry cases. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases. What feature should an administrator use to meet these requirements? (Choose 3) A) Permission sets B) Field-level security C) Support processes D) Record types E) Page layouts
C) Support processes D) Record types E) Page layouts
What does a page layout allow an administrator to control? A) The business process and related picklist values displayed B) The fields users see in reports and list views C) The fields users see on detail and edit pages D) The record types available to each role and profile
C) The fields users see on detail and edit pages
What does the controlling field determine when field dependencies are being created? A) The default value populated in the dependent field B) The dependent fields that appear on a layout C) The values that appear in the dependent field D) The field-level security for the dependent field
C) The values that appear in the dependent field
A sales user needs to create and modify all public reports. The user has the "Create and Customize Reports" permission on his profile. How can the system administrator provide the correct access? A) Enable the report builder feature for the user B) Add the "Manage Public Reports" permission to the user's profile C) Grant the user access to the appropriate report folders D) Add the "Manage Custom Report Types" permission to the user's profile
D) Add the "Manage Custom Report Types" permission to the user's profile
Universal Containers set the organization-wide defaults for cases to private. When a case is escalated, case ownership changes to a Tier 2 support agent. How can a system administrator give the sales operations team read/write access to all escalated cases? A) Create a case assignment rule. B) Create a case escalation rule C) Create a criteria-based sharing rule. D) Create an ownership-based sharing rule
D) Create an ownership-based sharing rule
What is affected by changing the default locale setting for an organization? A) Currency B) Language C) Timezone D) Date Fields
D) Date Fields
A user responsible for managing and creating campaigns is unable to create a new campaign, even though the user's profile has the "Create" profile permission for Campaigns. How should the system administrator grant the correct access to the user? A) Grant the user delegated administration rights to campaigns B) Assign the user to the standard marketing user profile C) Create a campaign sharing rule to grant access to the user. D) Select the marketing user checkbox on the user record
D) Select the marketing user checkbox on the user record
Match the automation rules with the order in which they are processed. Validation rules Workflow rules Assignment rules Escalation rules
Validation rules Assignment rules Workflow rules Escalation rules
