Even More Quiz Questions
Cloudy Computing has two distinct teams for selling products and services. Each team follows a different set of steps, and collects different information during the sale. What features in Salesforce will best support this situation?
This requirement can be met by creating two record types, two sales processes and two page layouts. A sales process should be defined with the relevant Opportunity stages selected A page layout should be defined with the relevant fields included A record type should be created and a sales process and page layout associated with it
Managers at Cloudy Computing would like to respond to approval requests via email. What is TRUE in this scenario? (Choose 3)
To allow users to respond to approval requests via email, the Administrator must enable 'Enable email approval response' in Process Automation Settings. This is not done in the individual approval process. Approvers can say Yes/Approve/Approved or No/Reject/Rejected. Administrators cannot set up custom approval terms.
What is TRUE about dynamic dashboards? (Choose 2)
Using dynamic dashboards, an Administrator can create a single dashboard instead of multiple dashboards, as each user will only see data they have access to based on their security and sharing settings. This can be configured by editing the dashboard properties and selecting View Dashboard As 'The dashboard viewer'. You can't schedule refreshes for dynamic dashboards. They must be refreshed manually.
Validation rules are triggered:
Validation rules are triggered upon saving a record. Validation rules verify that the data a user enters in a record meets the requirements (rules) you specify before they can save the record. If a record meets the requirements it will be saved. If a record does not meet the requirements, an error message will be displayed.
Which of these features can be utilized on a page layout? (Choose 2)
We can edit the properties of fields on the page layout, making them 'Read Only' or 'Required'.
As the Administrator for Cloudy Computing, you have created a custom object that is the detail object in a master-detail relationship with Account. What is TRUE about the OWD setting for the custom object? (Choose 2)
When a custom object is on the detail side of a master-detail relationship with a standard object, the organisation wide default (OWD) is set to 'Controlled by Parent' and cannot be changed.
What is TRUE about Custom Report Types? (Choose 2)
When creating a Custom Report Type, you choose 1 primary object and upto 3 child objects, so a Custom Report Type can have 4 objects in total. In addition to selecting up to 4 objects, you can add fields from other related objects. For example, my custom report has Accounts as the primary object and I can add fields from Account Owner, Parent Account and so on, without adding additional objects.
When a Lead is converted, which object can be optionally created?
When you convert a Lead in Salesforce you create an Account, a Contact and optionally, an Opportunity.
What is NOT a type of Workflow action?
Workflow supports 4 actions: Create Tasks Send Emails Field Updates Outbound Messages Process builder is capable of more actions than Workflow, including sending customized notifications.
What is a Roll-up Summary field?
A Roll-up Summary field is a field that aggregates child record information into the parent record. For example, if you implemented a Discount field at the Product level, you could roll that field value up to Opportunity level, giving you the total discount.
To improve their customer service, Cloudy Computing would like to use Salesforce to guide their support reps as they collect the details of an issue from a customer. They would like support reps to automatically see the fields they need to complete and guidance on what to ask the customer. What would you recommend?
A Screen Flow should be used to achieve this scenario. Screen Flows can be used to guide users through a business process, displaying the fields you determine and can also include additional guidance.
Cloudy Computing has a custom picklist field for "Team" on the Opportunity object. They would like the same picklist field and picklist values to appear on Account, Contact and various custom objects as well. What feature of Salesforce could support this?
A global value set can be used to share and restrict values across objects and custom picklist fields. Any custom picklist using the global value set will be restricted to values listed in the global value set by default.
Cloudy Computing are busy refining their support processes using Service Cloud. They have enabled Email-to-Case (yay!) but would also like the customer to receive email confirmation that their query has been received when submitting via Email-to-Case. What feature will meet this requirement?
Auto-response rules can be set up by the Administrator to automatically send email responses when Cases are created. For example, you can send an automatic reply to customers to let them know you received their email query.
The VP of Customer Service at Cloudy Computing would like to automatically assign Cases to the most appropriate agent based on the Account type such as Customer or Prospect. What feature could be used?
Case assignment rules can automate your companies support processes, determining how Cases are assigned to users or queues, based on criteria you set.
Cloudy Computing would like to be able to link related Cases together. As the Admin, what would you recommend?
Case hierarchies can be used to link Cases together. A user can complete the "Parent Case" field on the child case to create a Case hierarchy and relationship between Cases.
Cloudy Computing often deals with complex Cases that involve contacting multiple Contacts at an Account. What feature of Salesforce could be used to support this and keep track of all Contacts involved with a Case?
Contact Roles enable you to define which Contacts are involved in a Case and what their roles are. This feature makes it easier to quickly identify who to contact and when.
What is TRUE about converting a lookup relationship to a master-detail relationship? (Choose 2)
In order to convert a lookup relationship to a master-detail relationship, the lookup field on every record must contain a value. When you convert a lookup relationship to a master-detail relationship, it changes the organization-wide default to Controlled by Parent and the sharing model is updated to public read/write.
Which of the following fields CANNOT be a controlling field for Dependent Picklists?
Multi-select picklists can be dependent picklists but not controlling fields.
As a global company, Cloudy Computing will occasionally have more than one sales team member working on an Opportunity. If the Opportunity is won, each sales team member should be recognized on the Opportunity and a percentage of the amount attributed to them. How can this be achieved?
Opportunity Splits can be used to distribute revenue from Opportunities among sales team members.
What action is available in Workflow that is NOT available in Process Builder?
Outbound Message actions are NOT available in Process Builder. An Outbound Message sends information to a designated endpoint, like an external service.
What do Record Types control? (Choose 3)
Record Types control the Path, available Picklist Values and the Page Layout.
The VP of Sales at Cloudy Computing would like to get a report of Opportunities grouped by sales stage. What kind of report would meet this requirement?
Summary reports allow users to group rows of data, view subtotals, and create charts. You can use this type for a report to show subtotals based on the value of a particular field.
When an Opportunity is closed won, an Order record should automatically be created. As the Administrator, what solution should you recommend?
The Administrator should recommend using the 'Create a Record' action in Process Builder to create an Order record. The Process Builder can be triggered by Stage = Closed Won and the new Order record can be automatically filled with information from the Opportunity that started the process.
Cloudy Computing would like to perform a backup of all internal systems every week. What feature could be used to ensure that Salesforce is backed up every week?
The Data Export Service can be used to schedule a weekly export of Salesforce for backup purposes.
The standard values for forecast categories are:
The standard values for forecast categories are Pipeline, Best Case, Commit, Omitted, and Closed.
What are the three access levels you can grant to Report and Dashboard folders? (Choose 3)
The three access levels you can grant to Report & Dashboard folders are Viewer, Editor and Manager.
What is NOT a type of Macro?
There is no macro called "Invokable Macro". The 3 types of macros are: Regular Macro - these macros perform actions that can be undone, for example, the macro selects the correct email template but does not send it Irreversible Macro - these macros perform actions such as sending an email to a customer and cannot be undone Bulk Macro - these macros can run on multiple records at the same time
Ava, the Admin at Cloudy Computing, has set up a Process Builder that updates the Customer Priority field on the related Account to "High" and sends an email alert to the VP of Sales, when an Opportunity is closed won with an Amount of over $500,000. There are many Accounts that already exist in Salesforce that have closed won Opportunities with Amounts greater than $500,000. What will happen to these records now that the Process Builder is in place? The Process Builder is set to start when a record is created or edited.
A record is processed by Process Builder when it is edited/updated and meets the entry criteria (if the process is set to start when a record is created or edited, not just when a record is created). If an existing Opportunity is edited that meets the criteria e.g. closed won with an Amount greater than $100,000, then it would be entered into the process and any actions would fire.
Activities in Salesforce are made up of which of the following? (Choose 2)
Activities in Salesforce include Tasks and Events. A task is a to-do item with no duration but may optionally have a due date. An event is a meeting that has a duration and therefore requires a start date/time and an end date/time.
Cloudy Computing is experiencing a large number of support tickets from Salesforce users. What feature could you, as the Administrator, leverage to enable easier troubleshooting?
Administrators can enable 'Administrators Can Log In As Any User' in Setup > Security > Login Access Policies. When this feature is enabled, an Administrator can login as any user without requesting permission.
When creating users, which of the following does NOT need to be selected in order to save the record?
Although Role is marked as required on the user record, you do not need to select one in order to save. Profile, Username, Email, User License, Alias, Nickname and Last Name are all required to create and save a user record.
Cloudy Computing has multiple different record types for Opportunities. Users are complaining that it is tedious having to select a record type each time they create an Opportunity. As the Salesforce Administrator, what could you recommend?
Although the Salesforce Administrator can set a default record type at profile level, if more than one record type is active, the default will simply be selected but the user will still see the record type selection screen. We can reduce the navigation by skipping the record type selection screen (less clicks = happier users!). We can do this by advising users that they can set their default record type in Settings. Once they select their default record type, when creating a record they will no longer see the record type selection screen.
Frequently, when customers call Cloudy Computing for product support, they do not have their product serial number to hand and have to call back. Cloudy Computing uses Screen Flows to ensure the customer support reps gather all required information. When a customer has to call back, the customer service team loses all the data they have gathered and have to restart the Screen Flow when the customer calls back. What would you recommend to improve the process?
An Administrator can configure a flow so that it can be paused and resumed. Once enabled, the "Pause" button will appear on every screen that has pause enabled
Fields can be set to not-visible or read-only based on which of the following?
An Administrator can control field access such as visibility and read-only based on Profile. This can be done by navigating to the field in 'Fields & Relationships' and choosing 'Set Field-Level Security'.
Alistair and Andy are both on the Recruitment team at Cloudy Computing. They should both be able to review and edit Applications, however only Andy as the Manager, should be able to delete Applications. Both users are currently assigned the 'Recruitment Team' profile. How can this requirement be achieved in Salesforce?
As the additional delete permission is only for a single user, there is no need to create a custom profile. It would be more efficient to create a permission set that includes the ability to delete Application records and assign it to Andy. If Andy is assigned a role higher than Alistair he will gain visibility and access to records that Alistair owns. However, the role hierarchy will not grant Andy the permission to delete records.
As Cloudy Computing are rapidly expanding, the Salesforce Administrator has created a small group of Super Users, who will act as first line support. The Super Users will all need some existing additional Permission Sets including "Export Reports", "Delete Public List Views" and "Delete Accounts". As the Administrator, what should you do?
As there are only a small number of users that require additional permissions, there is no need to create a new profile. Whilst the Administrator could add each of the existing Permission Sets to each Super User, this would be very time consuming. A better approach would be to combine the three existing Permission Sets into a Permission Set Group and add the Group to each Super User. In future, if additional Super Users are required, it will be easy to add the Permission Set Group.
