SFDC Study Guide

Which permission is required to convert a lead? Choose 2 answers. a. "Create" and "Edit" access for leads, accounts, contacts and opportunities b. "Transfer" access for leads, accounts, contacts, and opportunities c. "Convert Leads" profile permission d. "Import Leads" profile permission

"Create" and "Edit" access for leads, accounts, contacts and opportunities & "Convert Leads" profile permission

Universal Container has a private sharing model in which regional sales managers are only allowed to view opportunities in their own regions. For reporting purposes, they additionally need read-only access to opportunities in other regions. What permission can a system admin enable to meet this requirement in the regional sales managers' custom profile? a. "Read" for opportunities b. "Visible" for all the sales app c. "View all data" d. "View all" for opportunities

"View all" for opportunities

Which statement about products and price books is true? Choose 2 answers. a. Price books that contain assets cannot contain products b. Products without a price are automatically added tot he standard price book c. A product can have a different list price in different price books d. The standard and list price for a product can be listed in multiple currencies

A product can have a different list price in different price books & The standard and list price for a product can be listed in multiple currencies

What are features of Content Delivery? Choose 2 answers. a. A secure URL can be generated for sharing the content b. Track views and downloads c. Send via Fedex

A secure URL can be generated for sharing the content & Track views and downloads

What action is possible with a workflow task? Choose 2 answers. a. A task can be reused in multiple workflow rules b. A single task can be assigned to multiple users c. A task can be tracking in the activity history d. A task can be assigned to a chatter free user

A single task can be assigned to multiple users & A task can be tracking in the activity history

When a lead is converted and an opportunity record is created, which object is related to the new opportunity by default? Choose 2 answers. a. Account b. Case c. Contact d. Lead

Account & Contact

What is an option when customizing a report? Choose 3 answers. a. Add a filter b. Add a gauge component c. Summarize fields d. Add a grouping e. Schedule a refresh time

Add a filter Summarize fields & Add a grouping

Universal Container uses a private sharing model for opportunities. The sales team wants sales engineers to be involved in specific opportunities to help sales representatives close deals faster. How can an admin meet this request? a. Add sales engineers to account teams b. Add sales engineers to opportunity teams c. Enable chatter feed tracking on opportunities d. Add chatter groups to opportunities

Add sales engineers to opportunity teams

Which privilege can be granted to members of a content library (workspace) without modifying user permissions? (Choose 2 answers) a. Add tags when editing content details b. Edit a member's library permissions c. Create a new library d. Share content with other users in chatter

Add tags when editing content details & Share content with other users in chatter

Universal Containers has certain customers that must be placed on the 'Do not Contact' (DNC) list. A system admin needs to ensure that sales reps do not contact these customers. Which step should the admin take to enforce this requirement? Choose 3 answers. a. Select the mall email checkbox on the DNC contact record b. Remove the phone number and email address fields from the contact page layout for the DNC contacts c. Add the Do Not Contact field to the contact layout and make it visible for all sales user profiles d. Filter the DNC contacts from mall email list views shared with sales users e. Make the DNC contact records private to all sales users

Add the Do Not Contact field to the contact layout and make it visible for all sales user profiles & Filter the DNC contacts from mall email list views shared with sales users & Make the DNC contact records private to all sales users

The VP of customer service is concerned that customer service reps can access Salesforce data from their homes. She would like to limit all customer service reps to accessing Salesforce only while they are at work. As the Salesforce Admin, what steps can you take to ensure that the customer service reps can access Salesforce only from within the company? a. Add the company's public IP range(s) to the list of Trusted IP ranges b. Configure login hours on the company information page c. Add the company's public IP range(s) to the list of trusted IP ranges on the customer service reps' profiles d. Add the company's public IP range(s) to the list of Login IP ranges on the customer service reps' profiles

Add the company's public IP range(s) to the list of Login IP ranges on the customer service reps' profiles

The VP of Sales at Universal Container required that "verbal agreement" be added as a new opportunity stage. The admin added this new picklist value to the stage field, but found that new value was not available to users. What should the admin do? a. Add the new value to the appropriate record type b. Ensure the limit of 10 stage values wasn't exceeded c. Ensure the new value was marked as active d. Add the new value to the appropriate sales process

Add the new value to the appropriate sales process

Which option is available to a system admin when managing passwords for Salesforce users? Choose 3 answers. a. Admins can enforce all numeric password policy b. Admins can reset passwords for all users at once c. Admins can assign a password to a set of users d. Admins can customize the message sent to locked-out users e. Admins can grant users the 'password never expires' permission

Admins can reset passwords for all users at once & Admins can customize the message sent to locked-out users & Admins can grant users the 'password never expires' permission

Data Loader can do ___ objects. a. None b. Most c. All

All

What can be done with a workflow field update action? Choose 2 answers. a. Update the value of a field of a child object b. Update the value of a formula field c. Apply a specific value to a field d. Change the record type of a record

Apply a specific value to a field & Change the record type of a record

What action can a user with the standard system admin profile take? Choose 3 answers. a. Delete user record b. Assign feature licenses to users c. Reset all user passwords d. Access a log of the records a user has viewed e. Define and assign custom profiles to users

Assign feature licenses to users & Reset all user passwords & Define and assign custom profiles to users

A system admin at Universal Containers created a custom object to capture custom feedback. How can the admin ensure that users have access to this new object? a. Create a lookup relationship from the account page to the feedback object b. Add fields from the feedback object tot he account page layout c. Assign the feedback page layout to the appropriate user profiles d. Create a role in the hierarchy to provide user access to the new object

Assign the feedback page layout to the appropriate user profiles

What must an admin do when creating a record type? a. Set the field level security for the record type b. Create a new page layout for the record type c. Assign the record type to the appropriate profiles d. Add the record type to the required user records

Assign the record type to the appropriate profiles

Regional sales users at Universal Containers sell to both business and consumer accounts. However, sales users are unable to see the set of stages that apply to consumer opportunities. How can an admin correct the problem? a. Remove all but one record type from the regional sales team profile b. Check for a validation rule that restricts the visibility of the opportunity stages c. Assign the relevant record types and sales processes to the regional sales team profile d. Ensure that regional sales users are routing consumer opportunities to the appropriate approver

Assign the relevant record types and sales processes to the regional sales team profile

Universal Container uses web-to-case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words "forgot" and "password". What does the admin need to configure to meet this requirement? a. Validation b. Auto-response rule c. Email-to-case d. Support settings

Auto-response rule

IPI support has office hours Mon-Sun 8a-8p but does not work Christmas, Thanksgiving, and several other holidays throughout the year. Cases are escalated according to working hours within the organization. How should this be configured in Salesforce? Choose 2 answers. a. Business hours must be configured to define the working hours Mon-Sun, 8a-8p b. Salesforce automatically adds holidays, simply select all that apply c. A recurring holiday must be added for each holiday and associated to the appropriate business hours d. Configuration of business hours and holidays is not required

Business hours must be configured to define the working hours Mon-Sun, 8a-8p & A recurring holiday must be added for each holiday and associated to the appropriate business hours

Which feature allows a user to group campaigns within a specific marketing program or initiative? a. Campaign hierarchy b. Campaign influence c. Campaign lists d. Campaign members

Campaign hierarchy

An admin ___ bypass workflow on ___ but ___ on ___. a. Can, data loader, can't, import wizard b. Can't, data loader, can, import wizard

Can't, data loader, can, import wizard

What item appears in a user's "My Unresolved Items" after synchronization using Salesforce for Outlook? Choose 2 answers. a. Cases not assigned to a contact b. Notes not assigned to a record c. Emails not assigned to a record d. Contacts not assigned to an account

Cases not assigned to a contact & Contacts not assigned to an account

What should an admin consider when setting up case feed? a. Case feed requires the service cloud user feature license b. Chatter feed tracking must be enabled for the case object c. The use case feed permission is automatically active for all profiles d. Case feed replaces the standard case detail page by default

Chatter feed tracking must be enabled for the case object

When working on opportunities, sales reps 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 admin use to facilitate them? Choose 2 answers. a. Big deal alerts b. Chatter groups c. Similar opportunities d. Opportunity update reminders

Chatter groups & Similar opportunities

A user is having trouble logging into Salesforce. The user's login history shows that this person has attempted to log in multiple times and has been locked out of the organization. How can the system admin help the user log into Salesforce? Choose 2 answers. a. Click "Reset Password" on the user's record detail page b. Send an email to user containing the user's password c. Click unlock on the user's record detail page d. Login as the user and enter a new password

Click "Reset Password" on the user's record detail page & Click unlock on the user's record detail page

Which statement about Community Experts is true? (Choose 2 answers) a. Community Experts can be designated for Salesforce Ideas or Answers b. Community Experts can manage Salesforce Ideas Categories c. Community Experts are designated by an icon d. Community Experts can delete inappropriate community content

Community Experts can be designated for Salesforce Ideas or Answers & Community Experts are designated by an icon

The inside sales team must have the ability to create and edit opportunities. Each user within the inside sales team must only be able to view records that they own (Inside Sales User A should not be able to view Inside Sales User B's opportunities). The outside sales team must have the ability to create and edit opportunities and to view opportunities owned by users within both the inside and outside sales teams. How should this be configured in Salesforce? Select all that apply. a. Configure org-wide defaults (OWD) for opportunity to read only b. Configure OWD for opportunity to private c. Create a sharing rule: prevent the inside sales team from viewing records owned by the outside sales team d. Create a sharing rule: the outside sales team will be granted read access to opportunities owned by the inside sales team e. Create a sharing rule: the outside sales team will be granted read access to opportunities owned by the outside sales team f. Create two roles: one for the inside sales team and one for the outside sales team

Configure OWD for opportunity to private & Create a sharing rule: the outside sales team will be granted read access to opportunities owned by the inside sales team & Create a sharing rule: the outside sales team will be granted read access to opportunities owned by the outside sales team & Create two roles: one for the inside sales team and one for the outside sales team

What standard object has a one-to-many relationship with the account object? (Choose 3 answers.) a. Case b. Contact c. Lead d. Opportunity e. Campaign

Contact & Opportunity & Case

Criteria-based sharing rules can be created for which objects? Choose 3 answers. a. Contacts b. Accounts c. Opportunities d. Campaign Members e. Users

Contacts & Accounts & Opportunities

Criteria-based sharing rules can be created for which objects? (Choose 3 answers). a. Campaigns b. Contacts c. Opportunities d. Leads e. Accounts

Contacts, Opportunities, Accounts

When the multiple currencies feature is enabled, which currency is used as the basis for all currency conversion rates? a. Active currency b. Record currency c. Corporate currency d. Personnel currency

Corporate Currency

A system admin created a custom object for a recruiting application to track open positions. The admin needs to give recruiting users the ability to read, create, edit, and delete position records. How should the admin proceed? a. Modify a standard profile and enable the custom object permissions b. Use an existing standard profile that will automatically have the custom object permissions enabled c. Create a custom profile and enable the custom object permissions d. Use an existing custom profile that will automatically have the custom object permissions enabled

Create a custom profile and enable the custom object permissions

Universal Container currently assigns its users from the facilities and IT teams to the same profile. Universal recently created a custom object to track company cases and wants only users from the facilities team to have access to this new object. How can an admin meet this requirement? a. Configure field level security on the new object for the facilities team b. Modify the standard profile currently shared by both teams c. Create a custom profile for users on the facilities team d. Assign the facilities team to a new role in the hierarchy

Create a custom profile for users on the facilities team

Universal Container wants to create a custom object to capture account survey data. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record. How should a system admin meet this requirement? (Choose 2 answers.) a. Add the account related list to the survey page layout b. Create a lookup relationship field on the survey object c. Add the survey related list to the account page layout d. Create a lookup relationship field on the account object

Create a lookup relationship field on the survey object & Add the survey related list to the account page layout

The marketing team, several (but not all) executive users, and several (but not all) users from sales ops should be granted the ability to access several list views and a report folder. As the Salesforce admin, how would you structure access? a. Create a new permission set and assign each user the permission set. Specify access to the list views and report folder within the permission set. b. Create a new public group and assign each user to this group. Specify the public group within the sharing criteria for each list view and the folder report. c. Specify the names users and roles withing the sharing criteria for each list view and the report folder d. Create a new role and assign each user to this role. Specify the role within the sharing criteria for each list view and the report folder.

Create a new public group and assign each user to this group. Specify the public group within the sharing criteria for each list view and the folder report.

Universal Containers has segmented its customer base into two categories: High Wealth & Retirement. High Wealth accounts should be visible to the High Wealth Sales Team members only. Retirement accounts should be visible to all sales users. How can a system admin meet this requirement? a. Set the OWD sharing to public read-only and create a sharing rule to limit access to High Wealth account b. Create a new record type for the High Wealth accounts and share the record type with High Wealth team members c. Set the OWD sharing to private and create a sharing rule to share Retirement accounts with all sales users d. Create a new profile for Retirement sales team members and remove read access to High Wealth account records

Create a new record type for the High Wealth accounts and share the record type with High Wealth team members

The Marketing Team at UC wants to send an email to each lead received from its website. The country of the incoming lead should determine the language of the email that will be sent to the lead. How can a system admin automate this process? a. Create an email template for each language and an auto-response rule to send the appropriate template b. Create an email template for each language and an assignment rule to send the appropriate template c. Create a single email template and use the translation workbench to translate and send the appropriate template. d. Create an email template for each language and a workflow alert to send the appropriate template

Create a single email template and use the translation workbench to translate and send the appropriate template.

Universal Containers wants to capture the invoice number and account credit score for billing cases. How would an admin accomplish this? Choose 2 answers. a. Create a page layout b. Create a validation rule c. Create a support process d. Create custom fields

Create a support process & Create custom fields

Universal Container set the organization-wide settings for cases to private. When a case is escalated, case ownership changed to a Tier 2 support agent. How can a system admin give the sales operations team read/write access to all escalated cases? a. Create an ownership-based sharing rule b. Created a criteria-based sharing rule c. Create a case-assignment rule d. Create a case-escalation rule

Create an ownership-based sharing rule

A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts. How should an admin meet this requirement? a. Create the workflow rule on opportunity object b. Create an auto-response rule based on the opportunity amount c. Create an escalation rule based on the opportunity amount d. Create a validation rule that evaluates the account rating

Create the workflow rule on opportunity object

Universal Container has two business groups, products and services. Both groups will be using (records?) to track deals, but different fields are required by each group. How should a system admin meet this requirement? Choose 2 answers. a. Create two sales processes b. Create permission sets c. Create two page layouts d. Create two record types

Create two page layouts & Create two record types

How can a system admin add users to a Salesforce organization using chatter free? (Choose 2 answers.) a. Create users in the organization and assign them a chatter-free licensed b. Assign chatter-free licenses to users outside the specified user domains c. Assign chatter-free licenses to existing user Salesforce users d. Enable invites to allow users to invite others within specified email domains

Create users in the organization and assign them a chatter free license & Enable invites to allow users to invite others within specified email domains

Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities. What feature should a system admin use to meet this requirement? a. Lookup field b. Workflow field update c. Roll-up summary field d. Cross-object formula field

Cross-object formula field

Sales management at Universal Container needs to display the following information in each account record: amount of all closed-won opportunities, amount of all open opportunities. Which feature should a system admin use to meet this requirement? a. Calculated columns in the related list b. Roll-up summary fields c. Cross-object formula fields d. Workflow rules with field updates

Cross-object formula fields

Jenny is a Salesforce.com admin for Inspired Products, Inc. (IPI). IPI's fiscal quarters are comprised of two four week months, and one five week month, beginning in January. IPI would like to report on their opportunity pipeline segmented by fiscal quarter. What does Jenny need to consider when configuring Salesforce? a. Standard fiscal years can be configured to suit IPI's needs b. Custom fiscal years must be configured to suit IPI's needs. Once enabled, custom fiscal years CANNOT be disabled. c. Fiscal year config is not required

Custom fiscal years must be configured to suit IPI's needs. Once enabled, custom fiscal years CANNOT be disabled.

What should be considered when configuring the lead conversion process? Choose 2 answers. a. Custom lead fields can be mapped to account, contact, and opportunity fields b. Roll-up summary lead fields can be mapped to contact fields c. Standard lead fields are automatically converted into account, contract, and opportunity fields d. Custom lead fields can be mapped to custom object fields

Custom lead fields can be mapped to account, contact, and opportunity fields & Standard lead fields are automatically converted into account, contract, and opportunity fields

What is the capability of Service Cloud (customer) portal? (Choose 2 answers.) a. Customers can log, view, edit, and close their own cases b. The portal and its users can be created without additional licensing c. Customers can view and edit contacts related to their own accounts d. The portal can be customized with corporate branding

Customers can log, view, edit, and close their own cases & The portal can be customized with corporate branding

What is the purpose of the App Exchange? Choose 2 answers. a. Admins can download and customize pre-built dashboards & reports b. Customers can share and install apps published by Salesforce partners c. Partners can download accounts and contacts to collaborate on sales deals d. Support users can install the Service Cloud console custom app

Customers can share and install apps published by Salesforce partners & Support users can install the Service Cloud console custom app

Universal Container wants to automatically backup all Salesforce data on a monthly basis. Which tool can a system admin use to meet this requirement? a. Data export service b. Scheduled report c. Import wizard d. Analytic snapshot

Data export service

Universal Containers requires that its Salesfoce account data including attachments be backed up weekly. Which tool should a system admin use to accomplish this? a. Data export service b. Account report export c. Account analytic snapshot d. Data loader

Data export service

___ allows you to backup files. If you have ___ or higher, you can do it ___ (every ___ days). If lowers, you can do it ___ (every ___ days). a. Data export service, enterprise, daily, 6, monthly, 28 b. Data export service, enterprise, weekly, 1, monthly, 28 c. Data export service, enterprise, weekly, 6, monthly, 28

Data export service, enterprise, weekly, 6, monthly, 28

Which data can be highlighted in a report using conditional highlighting? Choose 3 answers. a. Data fields b. Summarized totals c. Group by field names d. Summary formulas e. Grand totals

Data fields & Summarized totals & Grand totals

Dan creates an opportunity record and then associates a Powerpoint deck to the opportunity via Chatter. The opportunity record impacts ___ storage, while the Powerpoint deck impacts ___ storage. a. Data, file b. File, data c. Record, data d. Record, file

Data, file

What is affected by changing the default locale setting for an organization? a. Language b. Date fields c. Currency d. Time zone

Date Fields

Universal Container is using a private sharing model. The US sales director needs full access to all records owned by the US sales representatives. How can this be accomplished? a. Place the US sales director in a queue with the US sales representatives b. Define a role hierarchy where the US sales director rolls up to the CEO c. Define a role hierarchy where the US sales representatives roll up to the sales director d. Give the US sales director read/write/edit/delete object permission on the profile

Define a role hierarchy where the US sales representatives roll up to the sales director

The sales operations team at Universal Containers needs to be able to read, edit, delete, and transfer all records owned by sales representatives. a. Manual share all records owned by sales reps with sales operations b. Create sharing rules that give sales operations access to records owned by sales reps c. Define a role hierarchy where the sales operations role is above the sales reps' role d. Add sales operations users to the default account teams for all sales reps

Define a role hierarchy where the sales operations role is above the sales reps' role

What is a method for adding content to Salesforce CRM Content? Choose 2 answers. a. Libraries b. Attachments c. Documents d. Chatter files

Documents & Chatter files

Which relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object? a. Each account must not have related contacts b. Each contact must have a related account c. Each account may or may not have related contacts d. Each contact may or may not have related accounts

Each account may or may not have related contacts

Which customization option is available for standard fields? (Choose 3 answers.) a. Delete standard fields b. Edit picklist values for standard fields c. Change the field type of standard fields d. Rename standard field labels in the user interface e. Remove non-required standard fields from a page layout

Edit picklist values for standard fields & Rename standard field labels in the user interface & Remove non-required standard fields from a page layout

Which setting can a system administrator control in the user interface? (Choose 3 answers.) a. Enable chatter for specific users b. Enable spell checker c. Enable hover details d. Enable enhance list views e. Enable customizable recent items

Enable spell checker & Enable hover details & Enable enhance list views

What user interface setting must be enabled for users to edit records in a list view? (Choose 2 answers.) a. Enhanced page layout editor b. Enhanced lists c. Enhanced profile list views d. Inline editing

Enhanced lists & Inline editing

When are validation rules applied when using Salesforce for Outlook? a. Every time a record is saved b. Every time a user views a record c. Every time a record is updated d. Every time data is synced with the server

Every time data is synced with the server

A system admin at UC needs to mass update the lead source on a number of opportunity records. How can this be accomplished? Choose 2 answers. a. Use the similar opportunities to update the opportunities b. Export opportunities and update using data loader c. Export opportunities and update using import wizard d. Create a list view for opportunities and update using inline editing

Export opportunities and update using data loader & Create a list view for opportunities and update using inline editing

True or False: Even in a custom report type, you cannot rename columns. a. True b. False

False

What setting is controlled by a user's profile? Choose 3 answers. a. Locale settings b. Feature license assignment c. Field-level security d. Record type assignment e. Assigned apps

Field-level security & Record type assignment & Assigned apps

What should a system admin consider when deleting a custom field? Choose 3 answers. a. Field must be removed from page layouts after being deleted b. Fields used in workflow and assignment rules cannot be deleted c. Existing field values must be transferred to a new custom field d. Field values must be transferred to a new custom field e. Field values should be archived before a field is deleted f. Deleted fields and values can be restored form the recycle bin within 15 days

Fields used in workflow and assignment rules cannot be deleted & Field values should be archived before a field is deleted & Deleted fields and values can be restored form the recycle bin within 15 days

The "New Meeting Request" button has up to ___ different time proposals, of which you can select ___. It ___ show you what everyone else has chosen. It ___ be used for people even if they don't have Salesforce. a. Five, one, doesn't, can b. Five, one, does, can

Five, one, does, can

A sale users at Universal Containers has updated the opportunity stage for an opportunity in the pipeline. What may be updated as a result of the stage change? (Choose 2 answers.) a. Forecast category b. Profitability c. Account rating d. Sales quota

Forecast category & Profitability

Which chart type can be used to display summary values from two different levels of grouping in a report? Choose 2 answers. a. Stacked bar chart b. Grouped line chart c. Funnel chart d. Donut chart

Funnel chart & Donut chart

Which are single data points: a. Metrics b. Gauges c. Gauges and metrics d. None of the above

Gauges and metrics

The operations team uses a field on account called "Delinquency Status" to indicate when an account is behind on payment. This field should be visible to only the following users: - the entire finance team - all sales managers - 2 named users of the 75 sales reps What is the best way to implement this scenario? a. Grant field-level visibility to the Delinquency Status to the finance team, sales manager, and sales reps via role b. Grant field-level visibility to the Delinquency Status field to the finance team, sales manager, and sales reps via permission set c. Grant field-level visibility to the Delinquency Status field to the finance team, sales manager, and sales rep profiles d. Grant field-level visibility to the Delinquency Status field to the finance team and sales manager profiles. Grant field-level visibility to the Delinquency Status field to the two sales reps via permission set.

Grant field-level visibility to the Delinquency Status field to the finance team and sales manager profiles. Grant field-level visibility to the Delinquency Status field to the two sales reps via permission set.

A marketing user has received a file of leads to import into Salesforce. What tool can be used to avoid duplicate lead records? a. Import Wizard b. Merge Leads Function c. Data Loader d. Validation Rules

Import Wizard

What can a marketing user do using the manage button on a campaign record? Choose 2 answers. a. Create a custom report including all the campaign members b. Import new leads and associate them with the campaign c. Associate existing opportunities with the campaign d. Associate existing contacts with the campaign

Import new leads and associate them with the campaign & Associate existing contacts with the campaign

Which has the de-dup tool? a. Data loader b. Import wizard c. Both import tool and data loader d. None of the above

Import wizard

Julie and Jim are both sales reps in your organization and are collaborating on an account "Squared Wireless." Jim currently owns the account, and Julie cannot view the record in Salesforce. Jim would like for Julie to have the ability to view and edit the "Squared Wireless" account record. All other account records owned by Jim should remain not visible to Julie. Account collaboration is rare within your organization. Julie and Jim are assigned the same role and profile. How can this be solved in Salesforce? a. Instruct Jim to manually share the account record b. Create a criteria-based sharing rule to grant access to records as needed c. Set the org-wide defaults for accounts to read only d. Add Julie and Jim to a public group "Sales Collaboration." Create a sharing rule that grants members of "Sales Collab" read/write access to account records owned by users in "Sales Collab."

Instruct Jim to manually share the account record

Which of the following is NOT a standard Salesforce application? Choose 2 answers. a. Invoices b. Marketing c. Call center d. Accounts

Invoices & Accounts

What should a system administrator consider when setting up Mobile Lite? (Choose 2 answers.) a. It must be enabled for the entire organization b. It allows access to most custom objects in the org. c. Only recently viewed records are synchronized d. It allows access to all standard objects in the organization

It must be enabled for the entire organization & It allows access to all standard objects in the organization

What is a capability of Salesforce Knowledge? (Choose 2 answers.) a. Knowledge automatically creates a solution for each new article b. Knowledge uses data categories and roles to make articles visible to the specific users c. Knowledge allows an organization to share articles with partner portal users d. Knowledge only allows a single article type across all data categories

Knowledge uses data categories and roles to make articles visible to the specific users & Knowledge allows an organization to share articles with partner portal users

What can be modified on standard object fields? (3 answers) a. Label b. Picklist Values c. Default text d. Help text

Label, Picklist Values, Help Text

Susan navigates to the leads tab and selects "Unread Leads" from the drop down menu, and is presented with a series of lead records. "Unread Leads" is an example of which of the following? a. Report b. Dashboard c. List view d. Record

List view

The admin at Universal Containers will create a custom field to track a specific Tier 2 support user on a case record. What data type should be used when creating this custom field? a. Lookup filter b. Formula c. Hierarchical relationship d. Lookup relationship

Lookup relationship

What task can a delegated admin perform? Choose 3 answers. a. Manage users within specified roles b. Create new user profiles c. Reset passwords for all users d. Log in as a user who has granted login access e. Manage specified custom objects

Manage users within specified roles & Log in as a user who has granted login access & Manage specified custom objects

Universal Container has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity. What should the sales representative do to ensure they marketing team can access the opportunity? a. Change the opportunity owner to the public group b. Manually share the record with the public group c. Add the public group to the opportunity team

Manually share the record with the public group

Permission set to User is a ___ to ___ relationship. a. One, one b. Many, one c. One, many d. Many, many

Many, many

Opportunity to Account is a ___ to ____ relationship. a. Many, many b. Many, one c. One, many d. One, one

Many, one

When converting a lead, how can an admin capture custom lead data on the converted lead? a. Use the data loader to move the custom lead data b. Map custom lead field to the standard lead field c. Map custom lead field to custom contact fields d. Use the lead conversion wizard to select the fields

Map custom lead field to custom contact fields

Mary is a sales rep that travels extensively. She states that she consistently uses the same web browser on the same laptop, yet is still frequently prompted for computer activation. What could cause this to happen? a. This is normal and expected behavior b. Mary's computer web browser is not storing cookies properly c. The trusted IP ranges for Salesforce are improperly configured d. The login IP ranges for Salesforce are improperly configured

Mary's computer web browser is not storing cookies properly

What should a system admin consider when setting up Mobile Lite? (Choose 2 answers.) a. 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 d. Mobile Lite config can be created for each user profile

Mobile Lite provides access to standard objects and dashboards & Mobile Lite must be enabled before users can install it

Salesforce is divided into 3 different layers ___, of which there is a ___ and a ___ side for each. a. Model-View-Controller (data model, user interface, business logic); negative; positive b. Model-View-Controller (data model, user interface, business logic); declarative; programmatic

Model-View-Controller (data model, user interface, business logic); declarative; programmatic

You are the Salesforce admin for a US-based company with a satellite office in Berlin. The Berlin office does not currently use Salesforce, but is scheduled to begin within the next few months. In order for the Berlin office to be effective, they will need to view Salesforce in German and enter currency amounts in Euros. The US office must be able to report all opportunities in US dollar amounts. A static conversion rate between USD and EUR is acceptable for launch. What do you need to consider for this implementation? Select 3 answers. a. Multiple currencies must be enabled prior to establishing conversion rates between currencies b. Translation must be configured for custom objects, tabs, fields, and picklist values c. Enabling multiple currencies will require feature activation. Feature activation can take several days to complete, and should be worked into the project plan accordingly. d. Advanced currency management with dated exchange rates is required

Multiple currencies must be enabled prior to establishing conversion rates between currencies & Translation must be configured for custom objects, tabs, fields, and picklist values & Enabling multiple currencies will require feature activation. Feature activation can take several days to complete, and should be worked into the project plan accordingly.

Bob is a Salesforce system admin. He creates a sandbox to test a feature that will require activation. Bob submits a case to Salesforce support from the production environment. Support requests the org ID of the environment that Bob would like the feature activated within. Bob can provide support the production org ID, as the sandbox and production org IDs will match. a. Only in the case where the sandbox created is a developer sandbox b. Only in the case where the sandbox created is a full sandbox c. Yes, the production org ID will always match the org ID of its sandboxes d. No, the production org ID will never match the org ID of any of its sandboxes

No, the production org ID will never match the org ID of any of its sandboxes

What can an admin configure for users on the search results page? (Choose 3 answers.) a. Number of records displayed for each object b. Field being searched for on each object c. Columns displayed for each object d. Objects included in the search e. Filter by which users can narrow down results

Number of records displayed for each object & Field being searched for on each object & Columns displayed for each object

What permission is set in a user profile? Choose 3 answers. a. Object permissions b. Mass email c. Run reports d. Active e. Marketing user

Object permissions & Mass email & Run reports

What can be transferred from one user to another user during mass transfer of account records? (Choose 3 answers.) a. Closed cases b. Open cases c. Closed activities d. Open activities e. Related custom object records

Open activities & Closed Cases & Open Cases

Universal Container set the organization-wide default for opportunities to private. Which record will an opportunity pipeline report return? a. Opportunities owned by the user running the report and users in the same role in the role hierarchy b. Opportunities for which the user running the report is also the account owner c. Opportunities for the entire sales organization regardless of the user running the report d. Opportunities owned by the user running the report and users below them in the role hierarchy

Opportunities owned by the user running the report and users below them in the role hierarchy

The support group at Universal Container wants agents to capture different information for product support and inquiry cases. What feature should an admin use to meet these requirements? Choose 3 answers. a. Page layouts b. Permission sets c. Record types d. Support processes e. Field-level security

Page layouts & Record types & Support processes

Which component can be included in a custom home page layout? Choose 3 answers. a. Analytic snapshots b. Pending approval list c. Trending chatter topics d. Dashboard components e. Messages and alerts

Pending approval list & Dashboard components & Messages and alerts

Which setting can a system administrator enable in the user interface? Choose 2 answers. a. Customizable recent tags b. Chatter messenger for specific users c. Printable list views d. Related list hover links

Printable list views & Related list hover links

Customer service reps must be able to create cases and edit cases they own. However, they should not be able to view cases owned by any other users. Org-wide defaults for the case object must be set to which of the following? a. Public read/write b. Not visible c. Private d. Public read only

Private

When using sharing rules, which users can records be shared with? Choose 2 answers. a. Profiles b. Public groups c. Roles and subordinates d. Queues

Public groups & Roles and subordinates

When case assignment rules are being set up, cases can be assigned to whom? Choose 2 answers. a. Case team b. Queue c. Contact d. User

Queue & User

Which level of access can be set when sharing a document folder with users? Choose 2 answers. a. Read/write/create/delete b. Read/write c. Read/write/create/read-only d. Read-only

Read/write & Read-Only

Which is a feature of Chatter? Choose 3 answers. a. Notes b. Recommendations c. Events d. Feeds e. Bookmarks

Recommendations Feeds & Bookmarks

Universal Containers has two sales groups, each with its own unique sales process. What is the best way to ensure that sales reps have access to only the stages relevant to their sales process when working on opportunities?? a. Record Types b. Page Layouts c. Roles d. Multi-select pick-lists

Record types

A system admin at Universal Container needs to prevent sales representatives from editing fields on an opportunity once the opportunity has been moved to closed stage. Which data validation tool can be used to accomplish this? Choose 2 answers. a. Record types and read-only page layouts b. Formula fields c. Data validation rules d. Workflow approvals

Record types and read-only page layouts & Data validation rules

If two objects have a parent-child relationship, how can a user access the child record from the parent record? a. Child field b. Lookup field c. Related list d. Custom link

Related List

What should an admin consider with configuring workflow rules? Choose 2 answers. a. All existing records are evaluated when a new rule is activated b. Rules must be deactivated before using an import wizard c. Rules can be evaluated when records are created or edited d. Rule actions can take place immediately or on a specific date

Rules can be evaluated when records are created or edited & Rule actions can take place immediately or on a specific date

Which dashboard feature allows users to see a dashboard with only their own data?

Running User

Which of the following is not a standard object? a. Opportunity b. Contract c. Campaign d. Sale

Sale

A marketing user needs to create a new campaign, but the "New" button is NOT visible from the campaign home page. The system admin has verified that the user has the "Create" profile permission for the campaign object. How should the system admin resolve the issue? a. Select the "Manage Campaigns" profile permissions b. Add the "New" button to the page layout using the page layout editor c. Grant the user "Read" profile permissions for the campaign object d. Select the Marketing User checkbox in the user record

Select the Marketing User checkbox in the user record

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 a system admin grant the correct access to the user? a. Assign the user to the standard marketing user profile b. Create a campaign sharing rule to grant access to the user c. Grant the user delegated administration rights to campaigns d. Select the marketing user checkbox on the user record

Select the marketing user checkbox on the user record

How can a sales user relate an opportunity to a campaign? (Choose 2 answers). a. Select the campaign record type when creating the opportunity b. Use the campaign hierarchy related list on the opportunity c. Select the primary campaign source for the opportunity d. Use the campaign influence related list on the opportunity

Select the primary campaign source for the opportunity & Use the campaign influence related list on the opportunity

Where can multilingual solution search feature be enabled? Choose 2 answers. a. Solution tab search b. Salesforce content c. Self-service portal d. Public knowledge base

Self-service portal & Public knowledge base

What option is available when scheduling a dashboard refresh? Choose 2 answers. a. Define refresh times for specific dashboard components b. Send a refresh notification to users with access to the dashboard c. View and remove scheduled dashboard refresh d. Schedule the dashboard to refresh in different time zones

Send a refresh notification to users with access to the dashboard & View and remove scheduled dashboard refresh

Which feature license can be assigned to a user record in Salesforce? Choose 2 answers. a. Opportunity users b. Console user c. Service Cloud user d. Knowledge user

Service Cloud user & Knowledge user

How can a system admin restrict users from viewing certain fields in list views, searches, page layouts, and reports? a. Set the field to read only b. Set the field to hidden using field-level security

Set the field to hidden using field-level security

How can a system admin grant users access to dashboards? Choose 2 answers. a. Designate running users b. Create and share data categories c. Share folders with public groups d. Share folders with roles

Share folders with public groups & Share folders with roles

UC needs to allow a group of users to view account records that they do NOT own. Which feature can the system admin use to meet this requirement? a. Field-level security b. Account record types c. Sharing rules d. Public groups

Sharing rules

Which statement about sharing rules is true? (Choose 2 answers.) a. Sharing rules are required in public read/write organizations b. Sharing rules grant delete access to records c. Sharing rules opens access of records d. Sharing rules grant records access to roles and public groups

Sharing rules opens access of records & Sharing rules grant records access to roles and public groups

The marketing team at Universal Containers uses a web-to-lead form to capture leads from its website and a lead-assignment rule assigns the leads to the appropriate sales representatives. How can a system admin ensure that all leads are handled even when they do not meet the assignment criteria? a. Specify a default lead owner b. Create an escalation rule to route unassigned leads c. Specify a default lead creator d. Create a validation rule to route unassigned leads

Specify a default lead owner

Where can conditional highlighting be used? Choose 2 answers. a. Tabular reports b. Enhanced list views c. Matrix reports d. Summary reports

Summary Reports & Matrix Reports

Universal containers needs to use cases to manager both customer support issues and internal change requests. Which functionality should a system use to meet this requirement? Choose 3 answers. a. Delegated administration b. Validation rules c. Support process d. Page layouts e. Record types

Support process & Page layouts & Record type

Which tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps? a. Read-Only b. Default off c. Default on d. Tab hidden

Tab hidden

Which dashboard component can display data from the summary rows of reports? (Choose 2 answers.) a. Gauge b. Table c. Chart d. Metric

Table & Chart

4 types of actions that can appear in a workflow. Choose 4 answers. a. V-lookup b. Tasks c. Outbound messages d. Email task e. Field updates

Tasks & Outbound messages & Email task & Field updates

Which type of field allows users to input text, images, and links? a. Text area (rich) b. Text area c. Text and image area d. Input area

Text area (rich)

Which field type can be used as an external ID? Choose 3 answers. a. Text field b. Email field c. URL field d. Number field e. Formula field

Text field Email field Number field

Which statement is true regarding an approval process? (Choose 2 answers.) a. A delegated approver can reassign requests b. The approval history related list can be used to track the process c. An approval action defines the result of record approval or rejection d. An assignment rule defines the approver for each process step

The approval history related list can be used to track the process & An approval action defines the result of record approval or rejection

Which user is listed in the case history related list for case changes made for assignment and escalation rules? a. The owner of the case when the rule was triggered b. The user who created the assignment or escalation rule c. The automated case user specified in the support settings

The automated case user specified in the support settings

The cloud scheduler has which capability? Choose 2 answers. a. The cloud scheduler can be enabled at the user profile level b. Salesforce can automatically propose multiple meeting times based on SF user calendars c. The cloud scheduler allows users to view available meeting times on lead and contact calendars d. A custom logo can be added to the meeting require require email set to a contact or a lead

The cloud scheduler allows users to view available meeting times on lead and contact calendars & A custom logo can be added to the meeting require require email set to a contact or a lead

What will occur when a system admin creates a dynamic dashboard? a. The data displayed varies based on the user viewing the dashboard b. The dashboard component resizes based on the device used to view it c. The dashboard automatically sends an email when the underlying data changes d. The dashboard refreshes automatically whenever the underlying data changes

The data displayed varies based on the user viewing the dashboard

Which circumstance will prevent a system admin from deleting a custom field? a. The field is part of a field dependency b. The field is used in a page layout c. The field is used in a workflow field update d. The field is used in a report

The field is used in a workflow field update

What does a custom report type determine? Choose 2 answers. a. The report format of the resulting report b. The field that can be used as columns when building a report c. The custom summary formulas displayed in a resulting report d. The objects that are available when building a report

The field that can be used as columns when building a report & The objects that are available when building a report

What does a page layout allow an admin to control? a. The fields users see on detail and edit pages b. The fields users see in reports and list views c. The record types available to each role and profile d. The business process and related picklist values displayed

The fields users see on detail and edit pages

A system admin has created a formula field on a lead object to calculate a number. How can the numerical value be mapped to the account record upon lead conversion? a. The lead formula field value can be mapped to a standard field on the account field b. The lead formula field value can be mapped to a formula field of the account record c. The lead formula field value can be mapped to a number field on the account record d. The lead formula field value can be mapped to a roll-up summary on the account record

The lead formula field value can be mapped to a number field on the account record

A system admin at Universal Containers creates a new account record type. However, sales users are unable to select the record type when creating new account records. What is a possible reason for this? Choose 2 answers. a. The record type has not been added to the sales user profile b. The record type has not been activated c. The record type does not have an assigned page layout d. The record type has not been set as the default record type

The record type has not been added to the sales user profile & The record type has not been activated

What must a system admin consider when setting up the running user for a dashboard? (Choose 2 answers). a. The running user determines the data displayed in the components of 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

The running user determines the data displayed in the components of the dashboard & Data access permissions determine what data the users can view in the source reports

An opportunity record created with a close date of July 30th meets the criteria of a time-dependent workflow rule. The time dependent action is scheduled or July 23rd. What happens if the opportunity is edited before July 23rd and no longer meets the criteria? a. The time dependent action is automatically removed from the queue b. The time dependent action will execute on July 30 c. The time dependent action will execute on July 23 d. The time dependent action is put on hold

The time dependent action is automatically removed from the queue

Jim is a traveling sales rep and has just landed from a cross-country flight. He views his calendar in Salesforce and notices that his calendar appointments are displaying several hours off. What is likely the cause? a. The locale on Jim's user record is set incorrectly b. The Salesforce org's time zone needs to be changed to reflect the change in time zone c. The time zone on Jim's user record needs to be updated to reflect the change in time zone d. Jim needs to update the time zone on his laptop to reflect the change in time zone

The time zone on Jim's user record needs to be updated to reflect the change in time zone

A user at Universal Container reports an error message when attempting to log in. The admin checks the user's login history, but there is no record of the attempted login. What could be the cause of this issue? a. The user is attempting to login with the wrong password b. The user is attempting to login outside of the profile IP login range c. The user is attempting to login outside of the profile login hours d. The user is attempting to login with the wrong username

The user is attempting to login with the wrong username

What is required to make a user an approver in the approval process? a. The user must opt in to receive email alerts when an approval request is requested b. The user must be in the same role as the approval submitter in the role hierarchy c. The user must have read permission for the object in the approval process d. The user must be set up as a delegated approver

The user must be set up as a delegated approver

A user profile has login hour restrictions set to Monday through Friday, 8am to 5pm. - The user logged in at 4:30pm on Tuesday and it is now 5:01pm. Which behavior of the application should the user expect? a. The user will be able to continue working but will be unable to start any new sessions b. The user will be able to continue working and start new sessions c. The user will be logged out and unsaved work in process will be saved d. The user will be logged out and any unsaved work in process will be lost

The user will be able to continue working but will be unable to start any new sessions

What will happen when a user attempts to log into Salesforce from an IP address that is outside the login UP range on the User's profile within the organization-wise trusted IP range? a. The user will be able to log in without activating the computer b. The user will be able to log in after the computer is activated c. The user will be able to log in after answering a security question d. The user will not be able to log in at all

The user will be able to log in after the computer is activated

What does the controlling field determine when field dependencies are being created? a. The default value populated in the depended field b. The dependent fields that appear on a layout c. The field-level security for the dependent field d. The values that appear in the dependent field

The values that appear in the dependent field

The OWD for opportunity are set to read only. A custom field Commission has been added to the opportunity. Each user should be able to view this field for records that they own, but not for records they do not. How can this be accomplished using Salesforce security config? a. Set field-level security to hidden on the commission field for appropriate profiles and create sharing rules to grant access to users to view the commission field on the records they own. b. Set field-level security to hidden on the commission field for appropriate profiles and create permission sets to grant access to users to view the commission field on records they own. c. Set field-level security to read only on the commission field for appropriate profiles. d. Set field-level security to hidden on the commission field for appropriate profiles. e. This scenario cannot be solved using only Salesforce security config.

This scenario cannot be solved using only Salesforce security config.

How can Knowledge articles be used? (Choose 2 answers.) a. To display Salesforce Answers b. To resolve customer cases c. To display for customer self-service d. To display Salesforce Solutions

To display Salesforce Answers & To display for customer self-service

What is the purpose of the idea community? Choose 2 answers. a. To provide access to articles that answer questions around an idea theme b. To invite customers, partners, and employees to submit ideas around a theme c. To post custom ideas by logging cases on the ideas tab of the portal d. To comment on and vote for an idea posted by other community members

To invite customers, partners, and employees to submit ideas around a theme & To comment on and vote for an idea posted by other community members

What is the purpose of the Service Cloud (customer) portal? Choose 2 answers. a. To share support reports and dashboard with high profile accounts b. To provide Web Self Service by exposing Knowledge articles c. To allow customers to log in and check the status of cases online d. To allow partners to access contact records for case collaboration

To provide Web Self Service by exposing Knowledge articles & To allow customers to log in and check the status of cases online

A custom report type can go 4 levels deep True or False

True

True or False: 4 Types of reports are: Tabular, Summary, Matrix, Joined

True

True or False: Data loader puts errors in CSV files, but only shows you one error at a time. Import wizard sends an email, but all the errors at once.

True

True or False: Six standard profiles are: System Admin, Read-Only, Marketing User, Standard User, Contract Manager, Solution Manager.

True

True or False: Use Import Wizard for five things only: accounts, contacts, leads, solutions, custom object records.

True

Which statement is true regarding the Answer community? Choose 2 answers. a. Community experts must be internal salesforce users b. Data categories control access to articles and questions c. Unanswered questions are automatically escalated to new cases d. Answers can be displayed externally on a customer or partner portal

Unanswered questions are automatically escalated to new cases & Answers can be displayed externally on a customer or partner portal

Which statement about chatter posts and comments are true? (Choose 2 answers.) a. Updates to the chatter feed on a record are only visible to the users with access to the record b. Posts to a user's profile can be made private by clicking the 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.

Updates to the chatter feed on a record are only visible to the users with access to the record & Posts made to a user's profile are visible to all users in the organization

Which statement about Chatter posts and comments is true? a. Posts made to a user's profile are visible to all users in the organization b. Updates to the chatter feed on a record are only visible to users with access to the record c. Posts to a user's profile are hidden from anyone below the user in the role hierarchy d. Posts to a user's profile can be made private by checking the lock icon

Updates to the chatter feed on a record are only visible to users with access to the record

Universal Container needs to synchronize data between Salesforce and an external financial system. How can a system admin accomplish this? a. Use the Excel connector to export records from both system to Excel b. Use an external ID field to match records between the systems c. Use the data loader to match records between the systems Use the data loader to upsert Salesforce records into the financial system

Use an external ID field to match records between the systems

The sales team at Universal Container wants an easy solution to gather customer requirements and share presentations with their customers. What should an admin do to help the sales teams achieve this goal? Choose 2 answers. a. Create opportunity teams for customers b. Add customers to libraries c. Use chatter files to share presentations d. Add customers to private chatter groups

Use chatter files to share presentations & Add customers to private chatter groups

Universal Container requires that the organization-wise default for opportunities be set to public read/write. However, sales users are complaining that the opportunity reports return too many results, making it difficult to find their team's opportunities in the report results. How can the system admin address the problem? a. Update the sharing rule to limit user access to certain opportunities b. Move the opportunity reports to each user's personnel report folder c. Move the opportunity reports into a folder with restricted access. d. Use the show filter to filter report results and reduce records returned

Use the show filter to filter report results and reduce records returned

Match the automation rules with the order in which they are processed: Escalation rules, assignment rules, validation rules, workflow rules a. assignment rules, validation rules, workflow rules, escalation rules b. Validation rules, workflow rules, assignment rules, escalation rules c. Validation rules, assignment rules, workflow rules, escalation rules

Validation rules, assignment rules, workflow rules, escalation rules

Universal Container wants to ensure that users complete the standard industry field when creating a new account record. To address this concern, the admin set the field as required. However, some users are still able to create a new account record without completing the industry field. What should an admin do to troubleshoot the issue? Choose 2 answers. a. Verify the users have the "Modify all data" permissions for the account on their profiles b. Verify the industry field is set as required on all the account page layouts assigned to the users c. Verify the users have Edit permission for the accounts on their profiles d. Verify the field-level security for the industry field is not set to "read-only" on the user profiles

Verify the industry field is set as required on all the account page layouts assigned to the users & Verify the field-level security for the industry field is not set to "read-only" on the user profiles

Sales managers need to view and report on sales revenue across an entire company without having access to a custom object that tracks personal time off requests. Which permission should a system admin enable in a custom profile to meet this requirement in a private sharing model? a. Read for accounts b. View all data c. Read for opportunities d. View all for opportunities

View all data

Which option is available when using the process Visualizer? (Choose 2 answers.) a. Add approval steps from the process Visualizer b. View the approval process as a flow chart c. Edit the criteria used to trigger the approval process d. Share annotated approval process diagrams

View the approval process as a flow chart & Share annotated approval process diagrams

A user received an error message when attempting to log into Salesforce. What is the first step the Salesforce admin would take to troubleshoot the problem? a. Unlock the user b. View the login history c. Change the login IP ranges d. Reset the password

View the login history

What can users do with Mobile Lite? Choose 2 answers. a. View/create/edit/delete accounts, contacts, and opportunities b. View campaign and manage campaign members c. View/create/edit/delete custom objects d. Search for records that were not previously downloaded to a mobile device

View/create/edit/delete accounts, contacts, and opportunities & View campaign and manage campaign members

Universal Containers has multiple support teams. One team handles technical support issues and another handles billing issues. When would a system admin consider introducing a new record type for cases? Choose 2 answers. 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

When multiple page layouts are required & When different picklist values are required

When can a validation rule be used to prevent invalid data? Choose 3 answers. a. When records are deleted by a user b. When records are imported c. When records are edited by a user d. When records are submitted using web-to-lead e. When records are updated by a workflow rule

When records are imported & When records are edited by a user & When records are updated by a workflow rule

When should a system admin consider using the Salesforce AppExchange? Choose 2 answers. a. To find answers to Salesforce application questions b. When standard Salesforce functionality needs to be extended c. To submit ideas for Salesforce application enhancements d. When looking for pre-built custom applications and tools

When standard Salesforce functionality needs to be extended & When looking for pre-built custom applications and tools

A time-dependent action is placed in the workflow queue when the record is created. When will the action be removed from the queue? Choose 2 answers. a. When the record no longer matches the rule criteria b. When the action is deleted from the workflow queue c. When the validation rule is triggered for the record d. When another record triggers the same workflow rule

When the record no longer matches the rule criteria & When the action is deleted from the workflow queue

What does Salesforce authenticate before allowing a user to log in through the user interface? (Choose 3 answers.) a. Whether the user's profile has specified business hours b. Whether the user's profile is API enabled c. Whether the user's profile has IP address restrictions d. Whether the organization has trusted IP addresses

Whether the user's profile has specified business hours & Whether the user's profile has IP address restrictions & Whether the organization has trusted IP addresses

The recruiting team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account's support plan expires. What should an admin configure to meet this requirement? a. Auto-response rule b. Assignment rule c. Workflow rule d. Escalation rule

Workflow rule