Salesforce Study Guide Test Questions
What are three reports that can be used to display a list of the top 10 accounts on a dashboard?
- Tabular report with Rows to Display set to 10 - Summary report with a chart - Summary report without a chart
A system administrator cannot share a report folder. What is a possible reason?
The folder is private.
A delegated administrator at UMS cannot edit the Created Date field for the account record. What reason should the administrator give for why this is occurring?
This is a System Audit field and it's Read - Only for existing records.
Ursa Major Solar has an auto-response rule to send emails when a customer submits a new case, and an assignment rule to determine case ownership for new cases. In addition, the case object has validation rules to ensure that each case includes values for all fields needed by its owner to resolve the case. In which order does Salesforce process the immediate actions associated with workflow rules and related business automations for a newly created record? A. ESCALATION RULES, VALIDATION RULES, WORKFLOW RULES, AUTO- RESPONSE RULES, ASSIGNMENT RULES B. VALIDATION RULES, ASSIGNMENT RULES, AUTO-RESPONSE RULES, WORKFLOW RULES, ESCALATION RULES C. WORKFLOW RULES, VALIDATION RULES, ASSIGNMENT RULES, ESCALATION RULES, AUTO-RESPONSE RULES D. VALIDATION RULES, ESCALATION RULES, ASSIGNMENT RULES, AUTO- RESPONSE RULES, WORKFLOW RULES
b
Ursa Major Solar's newest product line has just been announced. The web form on the Ursa Major Solar website is generating a lot of leads where prospects have indicated interest in particular products. These leads are imported directly into Salesforce automatically. Which features should the system administrator use to assign ownership of a Lead to the appropriate product team using the custom Lead field Product Interest? (Choose two answers.) A. ASSIGNMENT RULES B. ESCALATION RULES C. LEAD TEAMS D. QUEUES
ad
Which two objects can be related to Campaign Members? Choose 2 answers A. Contacts B. Contact Roles C. Partners D. Leads
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Ursa Major Solar uses Outlook for its email needs. As Ursa Major Solar has begun to implement Salesforce, sales reps are concerned that Salesforce won't integrate with Outlook and they'll be forced to change email providers (which they don't want to do). What can the system administrator synchronize between Salesforce and Outlook using Lightning for Outlook? A. ACCOUNTS B. EVENTS C. TASKS D. NOTES
b
Ursa Major Solar created an action that sends a follow-up email to the customer two days after a case is closed. The administrator wants to verify that the process functions correctly. Which queue should the administrator view to monitor pending actions? A. OUTBOUND MESSAGING DELIVERY QUEUE B. MASS EMAIL QUEUE C. PAUSED FLOW INTERVIEWS D. BACKGROUND JOBS QUEUE
c
Ursa Major Solar needs a field that reflects account size based on the standard field, number of employees. Which formula function should an administrator use to evaluate different results based on a specific condition with multiple outcomes? A. ISPICKVAL B. TEXT C. IF D. AND
c
Ursa Major Solar provides various levels of customer support based on the terms of the customer's support level agreement. The VP of support wants an automated way to notify the support team when an unresolved case may violate the support level agreement. Which feature should be used to alert support managers when a case is in jeopardy of violating the customer's support level agreement? A. CASE QUEUES B. AUTO-RESPONSE RULES C. ESCALATION RULES D. CASE ASSIGNMENT RULES
c
Ursa Major Solar regularly imports accounts from an external order system that has its own ID field for each record. What should the system administrator do to help prevent duplicates during these imports? A. IMPORT THE DATA USING THE DATA LOADER. B. USE THE ID FROM THE ORDER SYSTEM IN PLACE OF THE SALESFORCE ID. C. CREATE A UNIQUE EXTERNAL ID FIELD ON ACCOUNTS IN SALESFORCE FOR MATCHING. D. CREATE A FORMULA FIELD THAT IDENTIFIES MATCHES.
c
The VP of sales at Universal Containers wants to ensure that there is a consistent, color-coded report to track picklist values easily from the stage field on an opportunity. How should an administrator ensure that a picklist field's values display in consistent colors on all reports? (Choose two answers.) A. USE A BUCKET FIELD THAT DEFINES THE COLOR FOR EACH VALUE. B. CONFIGURE REPORT CONDITIONAL HIGHLIGHTING FOR EACH VALUE. C. UPDATE THE PICKLIST FIELD AND SET THE COLOR FOR EACH VALUE. D. CREATE A FORMULA FIELD THAT DEFINES THE COLOR FOR EACH VALUE.
cd
The VP of sales at Ursa Major Solar wants to take a look at all of the sales deals that are currently in play for the Sales team to determine how well they're tracking toward their goal for quarter end. Which standard object stores information about sales deals? A. ACCOUNTS B. ASSETS C. PRODUCTS D. OPPORTUNITIES
d
Universal Containers created a Time-Based Workflow rule that sends a follow-up email to the customer two days after a Case is closed. The System Administrator wants to verify that the workflow functions correctly. Which queue should the System Administrator view to monitor pending Workflow Actions? A. Background Jobs Queue B. Time-Based Workflow Queue C. Mass Email Queue D. Outbound Messaging Delivery Queue
d
What should an administrator configure to provide each sales rep a dashboard that shows their current Opportunity pipeline? A. SET A DASHBOARD FILTER TO THE CURRENT USER. B. CREATE A DASHBOARD FOLDER FOR EACH USER. C. FILTER THE DASHBOARD WITH A DYNAMIC VIEW SET TO THE VP OF SALES. D. SET THE DASHBOARD RUNNING USER TO "THE DASHBOARD VIEWER."
d
A system administrator uses the Import Wizard to update existing Account records. Which two values can the Import Wizard use to find matching records?
• Account Name • Site fields
Ursa Major Solar created a new custom object to track Inventory items. The support team cannot see the Inventory object's tab. What two settings should the system administrator check to find the cause of the problem? (Choose two answers.)
• Support team profiles • Support team permission sets
A sales rep for Ursa Major Solar is working with a potential customer who cannot open email attachments per company IT restrictions. How should this sales rep send the product data sheet to a prospect without attaching the document to an email? A. COPY AND PASTE THE DATA SHEET CONTENT AND CREATE A CUSTOM PAGE WITHIN THE CUSTOMER COMMUNITY. B. UPLOAD THE DATA SHEET TO A LIBRARY AND CREATE/SEND A CONTENT PACK TO THE PROSPECT. C. ATTACH THE DATA SHEET TO A NOTES AND ATTACHMENT RELATED LIST AND EMAIL THE LINK TO THE PROSPECT. D. ASSIGN THE PROSPECT AS A CAMPAIGN MEMBER TO THE PRODUCT DATA SHEET CAMPAIGN RECORD.
b
Solar components and systems supplier, Ursa Major Solar wants to ensure that the information is up to date on their Company Information page in Salesforce. Which set of information can an administrator specify in the Company Information page? A. BUSINESS HOURS, TRANSLATION SETTINGS, CORPORATE CURRENCY B. ORGANIZATION NAME, DEFAULT TIME ZONE, DEFAULT LANGUAGE C. PRIMARY CONTACT, CHATTER SETTINGS, SET DOMAINS D. FISCAL YEAR, PASSWORD POLICIES, DEFAULT TIME ZONE
b
The administrator is notified that one of Ursa Major Solar's employees is going on leave for a few weeks. Ursa Major Solar does not want the employee logging in to Salesforce while on leave. What should the administrator do to prevent a user from logging into Salesforce temporarily? A. RESET THE USER'S PASSWORD. B. FREEZE THE USER'S ACCOUNT. C. CHANGE THE USER'S LOGIN HOURS. D. DELETE THE USER'S ACCOUNT.
b
The sales director at Ursa Major Solar has a team of 50 sales reps located around the world. The sales director's team uses the calendar feature in Salesforce so she can access the team's busy schedule. However, members of the team log their all-day events differently and the sales director wants some uniformity. How should a sales rep create an all-day event in Salesforce? A. USE A TASK FOR AN ALL-DAY EVENT BECAUSE THEN NO TIME FIELDS ARE NEEDED. B. CHECK THE ALL-DAY EVENT CHECKBOX ON THE EVENT. C. ENSURE THE EVENT IS SCHEDULED FOR TIMES WITHIN THE START AND END OF DAY HOURS. D. ASK THE SYSTEM ADMINISTRATOR TO CHECK ALL-DAY EVENTS IN THE ACTIVITY SETTINGS
b
Universal Containers wants to automatically assign a Task to account managers when a customer's agreement is about to expire. How should a System Administrator configure this functionality? A.Create a Time-based Workflow on Account with a rule criteria of Agreement End Date < TODAY(). B. Create a Workflow on Account with a rule criteria of Agreement End Date > TODAY(). C. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY(). D. Create a Workflow on Account with a rule criteria of Agreement End Date < TODAY().
b
Ursa Major Solar has a team of account managers that requested email alerts anytime an opportunity or case is created on accounts that they own. What is the minimum number of workflows needed to accomplish this task? A. ONE WORKFLOW RULE WITH TWO EMAIL ALERTS B. TWO WORKFLOW RULES WITH ONE EMAIL ALERT EACH C. NO WORKFLOW RULES, BUT TWO EMAIL ALERTS D. FOUR WORKFLOW RULES FOR CREATE AND UPDATE ON OPPORTUNITIES AND ACCOUNTS
b
The customer support team wants to use a different Page Layout when closing a Case. What method should the administrator use to fulfill this request?
Case Close Page Layout
What should an administrator do to organize the fields available on a report?
Create a custom report type.
Ursa Major Solar uses a private sharing model for cases. Each product line has several product specialists who want to have visibility to all cases involving their product line. How should the administrator meet this requirement?
Create a predefined case team for each group of product specialists and assign the team using Case Assignment Rules.
UMS wants to create a field to store credit card numbers and needs to make sure the information is protected. What two actions allow the administrator to provide enhanced security for this field?
Create an encrypted text field. Update field level security settings.
Which option can be added to Outlook Publisher Layouts? A. Custom Fields B. Related Lists C. Custom Buttons D. Quick Actions
D
Salesforce users at Ursa Major Solar complain that global search returns too many records. Which two configurations should an administrator perform to help users manage search results?
Specify the Search Filter Fields for the object's search layout. Reduce the number of records displayed for each object in the Search Results page.
UMS has a sales team focused on renewals. The team uses many of the same Opportunity fields as other teams, but needs different stage values. What should the administrator update to support this requirement?
Stage Selected Values in the Sales Processes
What report should an administrator use to display the number of contacts related to an account?
Summary report with a report formula
Ursa Major Solar has inconsistent data in its 20,000 existing accounts and asked the system administrator to convert all of the standard country fields to ISO codes. Which method should the system administrator use?
Mass update addresses
Which configuration option shows sales representatives the fields they must fill in prior to saving an opportunity?
Page Layout required fields
UMS has a renewals sales team that uses the Opportunity object. The team wants to use many of the same picklist fields that are already defined, but needs unique picklist values. What features allow an administrator to maintain the same field for two different teams?
Record Types
Which set of Salesforce records is exported by choosing the Export All option instead of Export in Data Loader?
Records for a specified object including records in the recycle bin
Ursa Major Solar has three account record types:Prospect, Customer, and Vendor. The Customer record type is only for accounts that have a ClosedWon opportunity. How should a system administrator prevent users from selecting theCustomer record type when they create new account records?
Remove the Customer record type as an Assigned record type in the users' profiles and permission sets.
Ursa Major Solar uses a custom object within the product development team. Product development, executives, and administrators should be the only users with access to records of this object. Product development needs read/write access to all the records within the object, while the executives should be able to view only the records. How can the administrator configure the security model to meet these requirements?
Set the organization-wide defaults for the custom object to Public Read Write. Give the Product Development Profile Read, Create, and Edit permissions. Give the Executive Profile Read Only permissions for that object.
How long is data stored in the Recycle Bin?
Up to 15 days
Ursa Major Solar wants to create a workflow rule to send an email alert to members of its board of directors, none of whom use Salesforce.How many of the board members can be added to a single email alert?
Up to 5 additional email addresses can be added to the email alert.
How can a system administrator discover who added a field to the account page layout?
Use the Setup Audit Trail.
An administrator created a workflow rule that sends email alerts when a case with a high priority is created. A new support engineer who works remotely at Ursa Major Solar complains about not receiving the email alerts. All other users at Ursa Major Solar receive these email alerts. How can an administrator troubleshoot this issue?
Verify the user's email address.
The administrator is asked to deactivate the Salesforce user account for an employee who has recently left the company. When a user account is deactivated, what happens to the associated license? A. THE LICENSE BECOMES AVAILABLE FOR REASSIGNMENT. B. THE LICENSE IS DELETED. C. THE LICENSE IS REMOVED FROM THE BILLABLE LICENSES FOR THE ORGANIZATION. D. THE LICENSE IS AUTOMATICALLY ASSIGNED TO ANOTHER USER.
a
The customer support manager at Ursa Major Solar has received feedback from customers that they're not being notified when Ursa Major Solar's support reps add comments to their support case. The customer support manager needs a way to automatically email the customer when her team adds a comment to a case. How should the system administrator configure the Salesforce org for an email to be automatically sent to a customer when the support rep adds a comment to the case? A. ENABLE CASE COMMENT NOTIFICATIONS TO CONTACTS. B. ADD THE COMMENT TO THE CASE CHATTER FEED. C. INCLUDE THE CUSTOMER IN THE ASSIGNMENT RULE. D. SET THE CUSTOMER AS THE AUTOMATED CASE USER.
a
The director of operations at Ursa Major Solar has noticed that when sales reps move opportunities to the closed stage, they don't always fill in the product installation date. When the date is not logged, the operations team has to reach out to the sales rep to confirm the installation date. The director of operations has requested that sales reps not be able to close an opportunity without first logging the product installation date. Which feature allows Ursa Major Solar to require a value in the product installation date, a custom date field, when the opportunity stage changes to Closed? A VALIDATION RULE B. DEPENDENT PICKLIST I C. PAGE LAYOUT D. RECORD TYPE
a
The sales managers at Ursa Major Solar want opportunities, not updated in the past 30 days, to be flagged automatically. How should an administrator implement this requirement? A. CREATE A FORMULA FIELD TO CALCULATE THE TIME SINCE LAST UPDATE AND DISPLAY AN IMAGE OF A RED FLAG IF IT MEETS THE DEFINED CRITERIA. B. ADD A FORMULA TO THE DEFAULT VALUE OF THE LAST MODIFIED DATE FIELD TO TURN THE TEXT RED IF THE RECORD MEETS THE CRITERIA. C. ADD A FORMULA TO THE DEFAULT VALUE OF THE OPPORTUNITY NAME FIELD TO TURN THE BACKGROUND RED IF THE RECORD MEETS THE CRITERIA. D. CREATE A FORMULA FIELD TO SHOW THE LAST LOGIN DATE OF THE OWNER AND DISPLAY AN ALERT MESSAGE IF IT MEETS THE DEFINED CRITERIA.
a
A new employee is trying to login to Salesforce, but is having trouble and getting login error messages. He reaches out to the Salesforce admin for help. What should the administrator do first to troubleshoot login error messages? A. CHECK THE USER'S LOGIN HISTORY RELATED LIST ON THE USER RECORD. B. REVIEW ENTRIES IN THE SETUP AUDIT TRAIL. C. LOG IN AS THE USER TO VIEW THE ERROR MESSAGE. D. SEARCH THE DEBUG LOG FOR THE ERROR MESSAGE.
a
A new hire at Ursa Major Solar has joined the customer service team to interact with customers and handle cases. This user needs access to the Service Console to manage the cases and customer information. What should an administrator do to assign a Service Cloud user license to a new user? A. ENABLE SERVICE CLOUD USER ON THE USER RECORD DETAIL PAGE. B. CLONE THE SAMPLE CONSOLE AND ASSIGN IT TO THE USER. C. CREATE A NEW PERMISSION SET LICENSE ASSIGNMENT. D. ENABLE SERVICE CONSOLE IN SUPPORT SETTINGS.
a
The Executive Team at Ursa Major Solar is exploring ways to increase protection of the organization's Salesforce data from unauthorized access. It has been proposed to leverage the Trusted IP Ranges feature. What is a benefit of entering Trusted IP ranges in the network access section? A. USERS WHO LOG IN WITHIN THE NETWORK ARE NOT REQUIRED TO VERIFY THEIR IDENTITY B. ALL ATTEMPTS TO LOG IN FROM OUTSIDE THE NETWORK ARE DENIED C. USERS ARE UNABLE TO LOG IN THROUGH THE API ON NETWORKS NOT MARKED AS TRUSTED I D. APPEXCHANGE PACKAGES CAN COMMUNICATE WITH AN EXTERNAL SITE.
a
The administrator at Ursa Major Solar created a process in Process Builder that sends email alerts when a high-priority case is created. A new support engineer who works remotely complains about not receiving the email alerts. All other users receive these email alerts. How can a Salesforce administrator troubleshoot this issue? A. VERIFY THE USER'S EMAIL ADDRESS B. CHECK THAT THE PROCESS IS ACTIVE C. CHECK THAT THE CORRECT EMAIL TEMPLATE IS USED. D. CHECK THAT THE PROCESS EVALUATION CRITERIA IS CORRECT.
a
Ursa Major Solar has created a new product line of solar panels with a special sales team to sell these products. The sales process for the new line is more complex than the current sales process and requires additional stages to the sales path. How should the system administrator configure Salesforce to ensure only the appropriate stages are visible based on the product line? A. CREATE A SALES PROCESS AND OPPORTUNITY RECORD TYPE FOR EACH PRODUCT LINE. B. CREATE A VALIDATION RULE TO DISPLAY THE APPROPRIATE STAGES BASED ON PRODUCT LINE. C. CREATE NEW FORECAST CATEGORIES AND ASSIGN THE NEW STAGE PICKLIST VALUES TO THOSE CATEGORIES. D. CREATE A VALIDATION RULE TO DISPLAY THE APPROPRIATE STAGES BASED ON THE USER'S ROLE.
a
Ursa Major Solar is looking to reduce support costs by allowing customers to work together to answer one another's questions and solve problems Which feature should a Salesforce administrator use to allow its customers to interact with each other and share best practices? A. COMMUNITIES B. CAMPAIGNS C. OMNI-CHANNEL D. MASS EMAILS
a
Ursa Major Solar uses a private data access model. Product managers and sales representatives are in different branches of the role hierarchy. What should an administrator do to ensure that product managers can report on opportunities in their product line? A. CREATE A SHARING RULE BASED ON CRITERIA. B. SAVE ALL OPPORTUNITY REPORTS IN A PUBLIC FOLDER. C. MOVE ALL PRODUCT MANAGERS TO A ROLE BELOW THE SALES REPRESENTATIVES D. CREATE A NEW ROLE FOR PRODUCT MANAGERS AND SALES REPRESENTATIVES.
a
Ursa Major Solar wants to track invoice payments on an opportunity related list. Only the finance team should see this related list. But, all users should be able to view Invoice Payment reports. How should the administrator implement this requirement? A. CREATE A NEW PAGE LAYOUT AND PROFILE FOR THE FINANCE TEAM. B. SET THE INVOICE PAYMENT ORG-WIDE SHARING SETTINGS TO PRIVATE. C. BUILD AN INVOICE PAYMENT REPORT WITH A RUNNING USER OF FINANCE. D. GRANT FINANCE ACCESS ONLY TO THE INVOICE PAYMENT OBJECT.
a
What should the system administrator do when users are unable to find a custom report type? A. MAKE SURE THE NEW REPORT TYPE IS DEPLOYED. B. MAKE SURE THE USER PROFILE INCLUDES THE REPORT TYPE. C. ADD THE NEW REPORT TYPE TO THE RELATED OBJECTS. Incorre D. ADD A BUTTON FOR THE NEW REPORT TYPE TO THE REPORT BUILDER.
a
Which feature tracks how often a file is viewed? A. Document Reports B. Email Attachments C. Chatter Files D. Content Deliveries
a
The VP of sales has changed the naming convention for opportunities to make it more uniform across the company. The sales manager wants to update multiple opportunity names for his sales team in Europe using his "Team Europe" list view in Salesforce. Which user interface settings should be used to allow users, with all required profile permissions, to edit records in List Views? (Choose two answers.) A. ENABLE INLINE EDITING B. ENABLE ENHANCED LISTS C. ENABLE ENHANCED PAGE LAYOUT EDITOR D. ENABLE ENHANCED PROFILE LIST VIEWS
ab
The sales operations team at Ursa Major Solar needs to import and export accounts, contacts, opportunities, and orders. Which profile permissions do the sales operation team need to be able to perform this task? (Choose two answers.) A. API ENABLED B .MODIFY ALL FOR THOSE OBJECTS C. VIEW ALL DATA D. WEEKLY DATA EXPORT
ab
Ursa Major Solar, a medium-size, Southwest-based supplier of solar components and systems, is growing internationally. An administrator receives details of a new hire in the Tokyo office who requires access to the Salesforce organization. Which two requirements should the administrator consider when creating a new user in a production Salesforce org? (Choose two answers.) A. USERNAMES MUST BE UNIQUE ACROSS ALL PRODUCTION SALESFORCE ORGS. B. USERNAMES MUST BE IN THE FORM OF AN EMAIL ADDRESS. C. USERNAMES MUST BE THE SAME AS THE USER'S EMAIL ADDRESS. D. USERNAMES MUST INCLUDE THE COMPANY'S EMAIL DOMAIN.
ab
The marketing manager at Ursa Major Solar wants to run a marketing campaign for their upcoming event called the Ray-a-thon. The manager wants to capture as much information as possible from the campaign in Salesforce. Which three objects have a relationship with a Campaign? (Choose three answers.) A. LEAD B. CONTACT C. ACCOUNT D. OPPORTUNITY E. CONTACT ROLE
abd
A finance user with the View All Data permission enabled sees no opportunities when opening a sales pipeline report. However, a sales rep sees opportunities as expected. Opportunities should be visible to only those with permission. Which two actions should the administrator perform to ensure that the finance user sees opportunities in the pipeline report? (Choose two answers.) A. SELECT SAVE HIERARCHY LEVEL ON THE PIPELINE REPORT. B. CREATE A NEW REPORT FORMULA ON THE PIPELINE REPORT. C. UPDATE THE REPORT FILTER TO SHOW ALL OPPORTUNITIES. D. CHANGE THE ORG-WIDE OPPORTUNITY SHARING DEFAULT TO PUBLIC READ.
ac
Ursa Major Solar is implementing Salesforce within its organization. All users at Ursa Major Solar have been loaded into the system, but a small group of users have been identified to be the test users before full company adoption. These test users provide feedback via Chatter to ensure all features and tools are adjusted to work for the company-wide deployment. Which actions allow the system administrator to limit Chatter access during rollout to a subset of Salesforce users? (Choose two answers.) A. CREATE A PERMISSION SET WITH THE ENABLE CHATTER PERMISSION FOR THE SUBSET OF USERS. B. ADD THE SUBSET OF USERS TO THE COMPANY-WIDE CHATTER GROUP. C. EDIT A PROFILE TO ENABLE CHATTER FOR THE SUBSET OF USERS. D. CREATE AN EMAIL INVITATION FOR THE SUBSET OF USERS.
ac
A System Administrator wants to implement a feature for call recording to monitor customer service quality using Salesforce Service Cloud. Which two statements regarding call recording should be considered when implementing this requirement? Choose 2 answers A. Call recording is a feature that a developer might create with Salesforce App Cloud. B. Call recording is a native feature available with Salesforce by default. C. Call recording is a feature that will not work with Salesforce Service Cloud. D. Call recording is a feature of some add-on products from the AppExchange.
ad
The password policy in Ursa Major Solar's org shows that the length of time until passwords expire is 60 days. However, sales reps are complaining that their passwords expire every 30 days. Where should the system administrator change the password expiration period for the sales rep users? A. INDIVIDUAL USER RECORDS B. PERMISSION SETS ASSIGNED TO THE USERS C. PROFILES ASSIGNED TO THE USERS D. ROLES ASSIGNED TO THE USERS.
c
Ursa Major Solar uses a hybrid sharing model where contacts and accounts are read only and opportunities and cases are private. The Account Executive (AE) team owns all the accounts. Some contacts are owned by AEs, and other contacts are owned by support reps. How should the system administrator ensure the AEs can edit all the contacts associated with their accounts, no matter who owns the contact? A. ACCOUNT OWNER PRIVILEGES GIVE THE AE EDIT ACCESS TO ALL RELATED RECORDS BY DEFAULT. B. SELECT THE EDIT ALL ASSOCIATED CONTACTS OPTION FOR THE AE ROLE IN THE ROLE HIERARCHY. C. CREATE A PRIVATE CHATTER GROUP FOR AES AND SUPPORT REPS TO SHARE RELEVANT DATA. D. USE THE MASS TRANSFER TOOL TO TRANSFER OWNERSHIP OF ALL CONTACTS TO THE AES.
b
Ursa Major Solar's sales operations director has noticed an increase in sales reps logging opportunities without products. The operations team then has to go back into each opportunity after the fact and add products. Which configuration change should the system administrator make to help sales reps remember to add products to every opportunity? A. CREATE A RELATED LIST TO ENABLE THE USER TO VIEW THE RELATED PRODUCTS. B. ENABLE THE OPPORTUNITY SETTING TO PROMPT USERS TO ADD PRODUCTS TO OPPORTUNITIES. C. CREATE A WORKFLOW RULE ON THE OPPORTUNITY OBJECT TO ADD A DEFAULT PRODUCT TO OPPORTUNITIES WITH NO PRODUCTS. D. SET THE ORG-WIDE DEFAULTS FOR PRICE BOOKS TO USE AND PRODUCTS TO READ ONLY.
b
Ursa Major Solar's vice president of global Sales has requested that the sales rep commission report be visible to the executive team. How should the system administrator provide visibility to the sales rep commission report to the executive team only? A SET OPPORTUNITY ORG-WIDE DEFAULT SHARING SETTINGS TO PRIVATE. B. SAVE THE REPORT IN A FOLDER SHARED WITH THE EXECUTIVE TEAM. C. NAME THE REPORT "FOR EXECUTIVE TEAM USE ONLY - DO NOT USE." D. SAVE THE REPORT IN THE MY PERSONAL REPORTS FOLDER.
b
Ursa Major Solar has created an automated approval process to quickly communicate and improve their customer service. What are two final approval actions in an approval process? A. CREATE A CHATTER POST. B. ADD AN EMAIL ALERT. C. SEND AN OUTBOUND MESSAGE. D. CALL APEX.
bc
Ursa Major Solar has noticed an uptick in support cases that could be resolved easily if the customers had access to the proper documentation. So, Ursa Major Solar wants to create a knowledge base where articles can be classified into categories. What are two benefits of using Data Categories with Salesforce Knowledge? (Choose two answers.) A. ARTICLE OWNERS CAN TRACK VIEWS. B. ARTICLES CAN BE CLASSIFIED INTO GROUPS. C. ARTICLE ACCESS CAN BE CONTROLLED. D. ARTICLES CAN BE REFERENCED IN CHATTER POSTS.
bc
Ursa Major Solar wants to ensure that all of its locale settings are up to date and consistent in the Salesforce system. The administrator is going through the process of making updates and configuring parameters for this information. Which two sets of parameters are configured using Locale settings? (Choose two answers.) A. BUSINESS HOURS AND HOLIDAYS B. TIME AND NUMBER DISPLAY FORMAT C. FIRST/LAST NAME AND DATE FORMAT D. PHONE NUMBER AND CURRENCY FORMAT
bc
Which two related lists should be added to the Opportunity page layout to track how Campaigns contribute to the overall pipeline? Choose 2 answers A. Contact Roles B. Campaign Influence C. Campaign Members D. Open Activities
bc
Which three report charts show how many leads are in the marketing pipeline based on lead status and what percent each lead status represents? (Choose three answers.) A. GROUPED BAR CHART B. PIE CHART C. DONUT CHART E. FUNNEL CHART
bcd
As Salesforce adoption has increased throughout Ursa Major Solar, the sales reps need access to the Salesforce mobile app while on the road. However, the Salesforce mobile app needs to be customized to fit their needs. Which functions can be customized for the Salesforce mobile app? (Choose two answers.) A. FIELD PERMISSIONS B. NAVIGATION MENU CONTENT C. CUSTOM OBJECTS D. OBJECT COMPACT LAYOUT
bd
The VP of marketing at Ursa Major Solar loaded leads into the org and now realizes they need to be deleted. The VP has asked the system administrator to delete them. Which best practices are recommended prior to mass-deleting records? (Choose two answers.) A DOWNLOAD A SETUP AUDIT TRAIL FOR THE LAST SIX MONTHS BEFORE DELETION B. SCHEDULE A WEEKLY DATA EXPORT AND DOWNLOAD THE BACKUP ZIP FILES C. CREATE A NEW LIST VIEW FOR ALL RECORDS THAT NEED TO BE DELETED. D. RUN AND EXPORT A REPORT TO ARCHIVE DATA BEFORE DELETION
bd
A System Administrator creates a Workflow Rule that assigns a task to a support manager role when a case is escalated. The case owner is complaining about being assigned these tasks. What should a System Administrator do to correct this issue? A. Remove the Workflow and use a report instead. B. Make sure there is only one user in the role. C. Change the Workflow Rule to assign tasks based on profile. D. Add a field update to the Workflow to also change the owner.
c
A sales manager at Ursa Major Solar wants a team of sales reps to know how many open opportunities they have at any given time. How should an administrator configure a report for each sales rep to see their own open opportunities? A. CREATE A REPORTING SNAPSHOT GROUPED BY SALES REP. B. CREATE A REPORT WITH A CROSS FILTER BY MY OPPORTUNITIES. C. CREATE A REPORT FILTERED BY MY OPPORTUNITIES. D. CREATE A REPORT SCHEDULE FOR EACH SALES REP.
c
A sales team member at Ursa Major Solar wants to view information related to one of their accounts to have a 360-degree view of the customer. Which two standard objects are related to account records? (Choose two answers.) A. CASES B. CAMPAIGNS C. OPPORTUNITIES D. LEADS
c
A sales user wants to add components to their dashboard. What is the maximum number of components that can be added to a single dashboard? A. 3 B. 15 D. 50 C. 20
c
The Ursa Major Solar CEO does not want to see the list of contacts when viewing an account page but still needs to access contact records. How should the administrator configure this? A. REMOVE READ ACCESS PERMISSIONS FOR CONTACTS FROM THE CEO'S PROFILE. B. SET THE CONTACT ORG-WIDE DEFAULT SHARING SETTINGS TO PRIVATE. C. CREATE AN ACCOUNT PAGE LAYOUT WITHOUT THE CONTACTS RELATED LIST. D. REMOVE THE ACCOUNT RELATED LIST FROM THE CONTACT PAGE LAYOUT.
c
