Salesforce Admin Studying

Ursa Major Solar recently purchased 15 new Salesforce licenses. How many users can an administrator create at the same time on the add multiple users page?

A maximum of 10 users.

Ursa Major Solar uses data from the grand total of a custom report to create their dashboard. Which two components will populate the grand total properly? Choose 2 options.

1. Metric 2. Gauge

Salesforce users at Universal Containers complain that global search returns too many records. Which two configurations should a System Administrator perform to help users manage search results? Choose 2 options.

1. Specify the Search Filter Fields for the object's search layout. 2. Reduce the number of records displayed for each object in the Search Results page.

Ursa Major Solar's administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type. What are two potential causes of this issue? Choose 2 options.

1. The record type is deactivated. 2. The record type is disabled on the marketing user profile.

Which two changes are tracked in the Setup Audit Trail?

1. Using the Data Import Wizard 2. Resetting a user's password

Ursa Major Solar uses a validation rule to prevent invalid data. What are three conditions where this rule is used? Choose 3 options.

1. When records are imported. 2. When records are submitted using web-to-lead. 3. When records are edited and saved by a user.

What is the maximum number of components that can be added to a single Dashboard?

20

At Ursa Major Solar, an administrator has set up a new user. The user needs to activate the account before the email link expires by default. How long does the user have before the link expires?

7 days

Ursa Major Solar needs to ensure compliance with a platinum service level agreement; therefore, cases that stay in the Tier 2 queue for longer than 4 hours must be re-assigned to the Tier 3 queue. Which Salesforce feature should be used to fulfill this requirement?

Case escalation rule

A user's profile can be controlled by which three settings? Choose 3 options.

Assigned apps Security at the field-level Record type assignment

Universal Containers wants internal support requests to be directed to any of the IT representatives. They want external support requests to be directed to customer support representatives based on the contact's location. What should the System Administrator use to set this up?

Assignment Rules and Queues

What are two ways to customize basic reports using Lightning Experience? Choose 2 options.

By adding a filter By adding a chart

Ursa Major Solar has the following environment and requirements: A new custom object named Regulations__c is a child of the account object. All users need the ability to view Regulations__c when viewing accounts with the sales account page layout. How should an administrator provide access to Regulations__c on the sales account page layout?

By adding a new related list for Regulations__c to the sales account page layout

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 options.

Call recording is a feature of some add-on products from the AppExchange. Call recording is a feature that a developer might create with Salesforce App Cloud.

How can multiple Campaign records be associated with a single Opportunity?

Campaign Influence

Universal Containers sells through many different reseller networks. Each reseller's deals are tracked on separate opportunities. The sales manager is concerned that the pipeline report is not accurate due to multiple opportunities for the same end customer. How should the sales process be modified to ensure opportunities are not double-counted in the pipeline?

Change the forecast category to Omitted on the duplicate opportunities.

An administrator at Ursa Major Solar is setting up case feed. What should the administrator consider?

Chatter feed tracking must be enabled for the case object.

How should a sales rep create an all-day event in Salesforce?

Check the all-day event checkbox on the event.

Ursa Major Solar needs to transfer records from one user to another user during a mass transfer of account records. Which two record types can be used for this transfer? Choose 2 options.

Closed cases Open cases

Universal Containers wants the sales team to access information about Closed Won Opportunities with a common competitor for all pending big deals. Which features should the System Administrator implement?

Competitors and Similar Opportunities

Universal Containers offers a variety of products that are comparable to products from other companies. Sales representatives request a method to track product strengths and weaknesses compared to those offered by other vendors. What should the System Administrator implement?

Competitors on the Opportunity Page Layout

Which two related lists should be added to the Opportunity page layout to track how Campaigns contribute to the overall pipeline? Choose 2 options

Contact Roles Campaign Influence

Universal Containers 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 System Administrator meet this requirement?

Create a pre-defined Case Team for each group of product specialists and assign the team using Case Assignment Rules.

How should a System Administrator configure a report for each sales rep to see their own Open Opportunities?

Create a report filtered by "My Opportunities"

A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts. What should an administrator do to meet this requirement?

Create a workflow rule on the opportunity object.

High Priority cases at Ursa Major Solar need to get a response in less than 3 hours or escalated to a queue called "High Priority Queue." An administrator needs to configure the case management process to implement this requirement. How should the administrator achieve this goal?

Create an escalation rule to assign all cases where status = high to the high priority queue based on the last modification time and set the age over to 3 (hours).

Universal Containers has two business groups, Products and Services. Both groups will be using opportunities to track deals, but different fields are required by each group. In which two ways should an administrator meet this requirement? Choose 2 options.

Create two record types. Create two page layouts

Custom fields in the Lead object can be mapped to which two types of fields? Choose 2 options.

Custom Account Custom Opportunity

Ursa Major Solar is looking into backup methods. Which set of small and large data backup methods are available in native Salesforce?

Data Loader Exports, Report Exports, and Weekly Data Export Service

The Sales Operations team notices an increase in Opportunities without Products. Which configuration change should the System Administrator make to help Sales Reps remember to add Products to every Opportunity?

Enable the Opportunity setting to prompt users to add products to opportunities.

A sales manager recently left Universal Containers and the Salesforce administrator has received the urgent request to deactivate their username. Because the sales manager was part of several approval processes, it is taking longer than expected. What should the Salesforce administrator do?

Freeze the User record.

A new approval process is being adapted by Ursa Major Solar. After an opportunity has been approved, the contract is sent to the customer for signature as the final step in that process. How can the administrator implement this functionality?

Install an app from the AppExchange.

Ursa Major Solar wants to assign feature licenses to user records in Salesforce. What are two features licenses that can be assigned in this situation? Choose 2 options.

Knowledge User Service Cloud User

Cloud Kicks (CK) has a service console that is used by agents who take calls from customers and stores with questions about products. The CK case process is complex and agents often make mistakes. To help the administrator has created a screen flow that guides agents through the process. How should the administrator deploy the screen flow?

Launch the flow from the utility bar in the console

Ursa Major Solar has selected report folders that are shared with a small group of users who are on Lightning Experience. The administrator needs to prevent these users from customizing the information in the reports. What should the administrator do to achieve this goal?

Lock report filters.

Ursa Major Solar has the following environment and requirements: Critical, high-priority accounts have an assigned District Manager, Sales Representative, Inside Sales Representative, and Customer Service Representative. The Sales Manager wants to prevent these accounts from being inadvertently contacted more than once on the same day. The Sales Manager wants to report on various customer interactions. How should the administrator fulfill these requirements?

Log a separate task, call, or activity on the account.

Ursa Major Solar's administrator needs to create a custom field to track a specific Tier 2 support user on a case record. What is the appropriate data type to utilize when creating this custom field?

Lookup relationship

A System Administrator creates a Workflow Rule that assigns a task to a support manager role when a case is escalated. The case owner iscomplaining about being assigned these tasks. What should a System Administrator do to correct this issue?

Make sure there is only one user in the role.

Universal Containers 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. What method should the System Administrator use?

Mass Update Addresses

Which type of field do administrators use when creating a junction object?

Master-detail

What two valid assignee options should an administrator use to configure case assignment rules? Choose 2 options.

Queue User

An administrator at Ursa Major Solar is using sharing rules to grant record access to users. Which two types of record access can the administrator grant? Choose 2 options.

Read/Write Read Only

Universal Containers has a renewals sales team that will use the Opportunity object. They want to use many of the same picklist fields that are already defined, but will need unique picklist values. What feature allows a System Administrator to maintain the same field for two different teams?

Record Types

An administrator at Ursa Major Solar is configuring a workflow rule. What are two considerations for an administrator in this situation? Choose 2 options.

Rules can be evaluated when records are created or edited. Rule actions can take place immediately or can be time based.

Universal Containers uses an Auto-numbering system to uniquely identify each support request. They want customers to know this number as soon as possible. Which two features should the System Administrator implement to allow customers have quick access to this information? Choose 2 options.

Self-service Portal Auto-response Rules

What should a System Administrator configure to provide each Sales Rep a dashboard that shows their current Opportunity pipeline?

Set the Dashboard Running User to the current user.

Which Salesforce tool should an administrator use to better understand all of the configuration changes that have been made from January 1 through July 1?

Setup Audit Trail

A System Administrator cannot share a report folder. What is a possible reason?

The folder is private.

Ursa Major Solar is importing data and has many records that do NOT meet the data validation criteria. What will occur?

The import process will fail, but only for the records with invalid data.

A Delegated Administrator at Universal Containers cannot edit the Created Date field for the Account record. What reason should the System Administrator give for why this is occurring?

This is a System Audit field and it is Read-Only for existing records.

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?

Time-Based Workflow Queue

Universal Containers 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.

Which two actions should an administrator perform to provide a sales team with an easy solution for gathering customer requirements and sharing presentations with their customers? Choose 2 options.

Use Salesforce Files to post presentations in Chatter. Add customers to private Chatter groups.

The administrator at Universal Containers is creating a flow with several steps. How can the administrator check their work as they are developing the flow?

Use the Debug tool in the flow builder

Ursa Major Solar is setting up case assignment rules. What are two places where the cases can be assigned? Choose 2 options.

User Queue

Ursa Major Solar has a million new Account records to upload into Salesforce. What is the recommended method for uploading this data?

Utilize the Data Loader.

A user is unable to log in to Salesforce. What should a Salesforce administrator do?

View the user's login history.