Trailhead Misses

Ursa Major Solar customers are starting to request custom-sized solar panels, which are currently unavailable in the standard inventory. Management has decided to add custom sizing as an add-on item in Salesforce. The administrator needs to allow sales users to add custom sizing to the total opportunity sale. What should the administrator do to achieve this goal? A. Add custom sizing as a new product in a pricebook. B. Make a new custom object related to opportunities for custom sizing. C. Add custom sizing as a new product in an order. D. Add a new field on the opportunity labeled custom sizing.

A. Add custom sizing as a new product in a pricebook. Correct. Use products and pricebooks to track what is being sold.

Ursa Major Solar (UMS) is using the workflow field update. Which two actions can UMS complete with this feature? Choose 2 options. A. Apply a specific value to a field. B. Update the value of a field on a child object. C. Modify the record type of a record. D. Choose a formula field for a field update.

A. Apply a specific value to a field. C. Modify the record type of a record.

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? A. By adding a new related list for Regulations__c to the sales account page layout B. By adding a new section for Regulations__c to the sales account page layout C. By adding a new custom link for Regulations__c to the sales account page layout D. By adding a new action for Regulations__c to the sales account page layout

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

Which two objects can be related to Campaign Members? Choose 2 options. A. Contacts B. Partners C. Contact Roles D. Leads

A. Contacts D. Leads

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. A. Create two page layouts. B. Create two permission sets. C. Create two lead processes. D. Create two record types.

A. Create two page layouts. D. Create two record types.

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. A. Create two record types. B. Create two permission sets. C. Create two lead processes. D. Create two page layouts.

A. Create two record types. D. Create two page layouts.

Custom fields in the Lead object can be mapped to which two types of fields? Choose 2 options. A. Custom Account B. Standard Contact C. Custom Activity D. Custom Opportunity

A. Custom Account D. Custom Opportunity

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. A. Knowledge User B. Opportunity User C. Service Cloud User D. Console User

A. Knowledge User C. Service Cloud User

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? A. Log a separate task, call, or activity on the account. B. Enter comments into the notes section on the account. C. Post customer interactions in Chatter on the account. D. Log a case on the account.

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

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. A. Metric B. Chart C. Gauge D. Table

A. Metric C. Gauge

Universal Containers has asked its Administrator to automatically set some fields when a Lead is created. What is the best way for the administrator to perform this automation? A. Record Triggered-Flow that runs Before save B. Create 1 Workflow rule per field C. Use Process Builder that launches a flow D. Use a Screen Flow with default values

A. Record Triggered-Flow that runs Before save

Universal Containers has three Account record types: Prospect, Customer, and Vendor. The Customer record type is only for Accounts that have a Closed Won Opportunity. How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records? A. Remove the Customer Record Type as an Assigned Record Type in the users' Profiles and Permission Sets. B. Create an Account Validation Rule that prevents new Accounts with the Customer Record Type from being saved. C. Create a Workflow Rule or Process to change the Record Type from Customer to Prospect. D. Create an Account Auto-Assignment Rule to assign the Prospect Record Type to all new Accounts.

A. Remove the Customer Record Type as an Assigned Record Type in the users' Profiles and Permission Sets.

Universal Containers uses a hybrid sharing model where Accounts and Contacts are Read Only and Opportunities and Cases are Private. Account Executives (AE) own 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. Select the edit all associated contacts option for the AE Role in the Role Hierarchy. B. Use the Mass Transfer Tool to transfer ownership of all Contacts to the AEs. C. Create a read/write Sharing Rule to share all related Contacts with the Account Owner. D. Account owner privileges give the AE edit access to all related records by default.

A. Select the edit all associated contacts option for the AE Role in the Role Hierarchy.

Users at Ursa Major Solar are trying to create Opportunities. When populating a custom picklist field, the users receive errors. Additionally, when the users select either of the two values in the picklist, they receive different error messages above the field and are unable to save the Opportunities. Why is this error likely occurring? A. The picklist field has contradicting validation rules. B. The users don't have access to the picklist field. C. The users don't have access to the Large Enterprise Record Type. D. The two picklist values are unavailable to the Record Type.

A. The picklist field has contradicting validation rules.

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. Which two actions should a System Administrator perform to resolve this problem? A. Update the report filter to show All Opportunities. B. Create a Custom Report Type for the user that shows all records. C. Change the Org-Wide Opportunity Sharing Default to Public Read. D. Select Save Hierarchy Level on the pipeline report.

A. Update the report filter to show All Opportunities. D. Select Save Hierarchy Level on the pipeline report.

An administrator at Ursa Major Solar wants to allow a sales user to relate an opportunity to a campaign. What are two ways to accomplish this goal? Choose 2 options. A. Utilize the campaign influence-related list on the opportunity. B. Choose the primary campaign source for the opportunity. C. Select the campaign record type when creating the opportunity. D. Use the campaign hierarchy-related list on the opportunity.

A. Utilize the campaign influence related list on the opportunity. B. Choose the primary campaign source for the opportunity.

Support Representatives at Universal Containers want the same Technical Engineer group to be associated with each new Case. What should a System Administrator define to implement this requirement? A. A Workflow Rule to add the Case Team B. A Case Assignment Rule to associate the Case Team C. A Default Case Team on each Account record D. A Default Case Team on each User's record

B. A Case Assignment Rule to associate the Case Team

What are two Initial Submission Actions in an Approval Process? Choose 2 options. A. A task can be assigned to users in a specific Profile. B. An outbound message can be sent to another application. C. The record is locked for everyone except the Owner. D. The value of a field on the record can be updated.

B. An outbound message can be sent to another application. D. The value of a field on the record can be updated.

How can multiple Campaign records be associated with a single Opportunity? A. Primary Campaign Source B. Campaign Influence C. Campaign Hierarchy D. Campaign Members

B. 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? A. Create one opportunity and use the competitors related list to track the different resellers. B. Change the forecast category to Omitted on the duplicate opportunities. C. Enable duplicate management to prevent the creation of duplicate opportunities. D. Change the amount on the duplicate opportunities to zero.

B. Change the forecast category to Omitted on the duplicate opportunities.

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 A. Related custom object records B. Closed cases C. Open cases D. Closed activities

B. Closed cases C. Open cases

Ursa Major Solar utilizes accounts in its sales process; however, not all users have access to them. New users require read access to accounts. Additionally, four new users require edit access. What should an administrator do to configure access for the new users? A. Configure a profile to grant account edit access and permission set to restrict read access to specific users. B. Configure a profile to grant account view access and permission set to grant account edit access to specific users. C. Configure permission set to grant account edit access to specific users and modify the standard user profile. D. Configure a sharing rule for account view access and another sharing rule for edit access to specific users.

B. Configure a profile to grant account view access and a permission set to grant account edit access to specific users.

Custom fields in the Lead object can be mapped to which two types of fields? Choose 2 options. A. Standard Contact B. Custom Opportunity C. Custom Activity D. Custom Account

B. Custom Opportunity D. Custom Account

Ursa Major Solar is adding objects to a custom report type. How many objects, maximum, can be added to this report type? A. One as long as the object has a master-child relationship B. Four as long as the objects have associations C. Unlimited as long as the objects have associations D. Two as long as the objects have associations

B. Four as long as the objects have associations

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? A. Page Layouts B. Record Types C. Sales Processes D. Permission Sets

B. Record Types

Universal Containers has a complex sales process with multiple record types, each shared with all Profiles. Some users complain about the Record Type selection screen when creating new Opportunities. Which two actions should the System Administrator take to allow these users to bypass choosing a Record Type? Choose 2 options. A. Remove the Record Type field from the users' Page Layout. B. Remove Record Types from the users' Profiles. C. Instruct users to update the Default Record Type in My Settings. D. Remove Record Types from the users' Sales Process.

B. Remove Record Types from the users' Profiles. C. Instruct users to update the Default Record Type in My Settings.

Ursa Major Solar wants all Sales Users to see a dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. The Opportunity sharing model is private. What should the administrator do to fulfill this request? A. Create the Dashboard from the Opportunities by User Report, choose the Sales Manager as RunAs User and Save in the private Dashboard Folder. B. Request for the Sales Manager to create the Dashboard from the Opportunities by User Report, select "View Dashboard as Me", and save in the shared Dashboard Folder. C. Request for the Sales Manager to create the Dashboard from the Opportunities by User Report and save it to her private Dashboards Folder. D. Create the Dashboard from the Opportunities by User Report, then save it in the shared Dashboard Folder as a Dynamic Dashboard.

B. Request for the Sales Manager to create the Dashboard from the Opportunities by User Report, select "View Dashboard as Me", and save in the shared Dashboard Folder.

Which two changes are tracked in the Setup Audit Trail? Choose 2 options. A. Using the Data Loader B. Resetting a user's password C. Creating a List View D. Using the Data Import Wizard

B. Resetting a user's password D. Using the Data Import Wizard

Which report should a System Administrator use to display the number of Contacts related to an Account? A. Tabular report with a Roll-up Summary Account field B. Summary report with a report formula C. Summary report with a Roll-up Summary Account field D. Tabular report with a report formula

B. Summary report with a report formula Correct. Write summary formulas to evaluate a report's group subtotals and grand totals.

Ursa Major Solar has a private sharing model on opportunities. Leadership has asked the administrator to create a new custom object that will track customer payment information and will link to the opportunity. Only those users with access to the opportunity should be able to see the records on the new object. What should the administrator create to achieve this goal? A. A master-detail relationship with a criteria-based sharing rule B. A lookup relationship with profile permissions C. A master-detail relationship with profile permissions D. A lookup relationship with a criteria-based sharing rule

C. A master-detail relationship with profile permissions

What are two ways to customize basic reports using Lightning Experience? Choose 2 options. A. By adding a Lightning Component B. By adding links to external pages C. By adding a chart D. By adding a filter

C. By adding a chart D. By adding a filter

Ursa Major Solar (USM) has a Web-to-Case form on its Lightning Customer Community. USM wants to separate Cases into the following product categories: -Residential -Lots/Land -Commercial USM has added a picklist field to store this data. How can the Case be automatically placed in the correct queue upon submission? A. Create Record Types for each picklist value and a Business Process to move each Case to the correct Queue. B. Create an Escalation Rule entry for each picklist value and set to zero minutes. C. Create Assignment Rules based on the picklist values to move Cases to a Queue. D. Create Record Types for each picklist value and assign to each product team's profile.

C. Create Assignment Rules based on the picklist values to move Cases to a Queue.

Universal Containers 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. Save all opportunity reports in a public folder. B. Create a new role for product managers and sales representatives. C. Create a sharing rule based on criteria. D. Move all product managers to a role below the sales representatives.

C. Create a sharing rule based on criteria.

Custom fields in the Lead object can be mapped to which two types of fields? Choose 2 options. A. Standard Contact B. Custom Activity C. Custom Opportunity D. Custom Account

C. Custom Opportunity D. Custom Account

Which set of Salesforce records is exported by choosing the "Export All" option instead of "Export" in Data Loader? A. Records for a specified object and its parent records. B. Records for all standard objects in the org. C. Records for a specified object including records in the recycle bin. D. Records for a specified object and its child records.

C. Records for a specified object including records in the recycle bin.

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. Which two actions should a System Administrator perform to resolve this problem? A. Change the Org-Wide Opportunity Sharing Default to Public Read. B. Create a Custom Report Type for the user that shows all records. C. Select Save Hierarchy Level on the pipeline report. D. Update the report filter to show All Opportunities.

C. Select Save Hierarchy Level on the pipeline report. D. Update the report filter to show All Opportunities.

Universal Containers uses a custom object within the product development team. Product development, executives, and System 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 only be able to view the records. How can the System Administrator configure the security model to meet these requirements? A. Set the Organization-Wide Defaults for the custom object to Private; give the Product Development Profile Modify All for the object; give the Executive Profile View All access. B. Set the Organization-Wide Defaults for the custom object to Private; add the Executive users to the default team for the object; add the default team to all the records. C. Set the Organization-Wide Defaults for the custom object to Public Read Write; Give the Product Development Profile Read, Create, Edit permissions; give the Executive Profile Read Only permissions for that object. D. Set the Organization-Wide Defaults for the custom object to Public Read Write; create a Read-Only Sharing Rule to share all records in the object with the Executive Public Group.

C. Set the Organization-Wide Defaults for the custom object to Public Read Write; Give the Product Development Profile Read, Create, Edit permissions; give the Executive Profile Read Only permissions for that object.

Ursa Major Solar (UMS) is configuring the lead conversion process. Which two factors should UMS consider before setting up the process? Choose 2 options. A. Roll-up summary lead fields can be mapped to custom contact fields. B. Custom lead fields can be mapped to custom object fields. C. Standard lead fields are automatically converted to an account, contact, and opportunity fields. D. Custom lead fields can be mapped to account, contact, and opportunity fields.

C. Standard lead fields are automatically converted to an account, contact, and opportunity fields. D. Custom lead fields can be mapped to account, contact, and opportunity fields.

Which three reports can be used to display a list of the Top 10 Accounts on a dashboard? Choose 3 options. A. Summary report with Rows to Display set to 10 B. Tabular report with a chart C. Summary report without a chart D. Tabular report with Rows to Display set to 10 E. Summary report with a chart

C. Summary report without a chart D. Tabular report with Rows to Display set to 10 E. Summary report with a chart

Which three reports can be used to display a list of the Top 10 Accounts on a dashboard? Choose 3 options. A. Summary report with Rows to Display set to 10 B. Tabular report with a chart C. Tabular report with Rows to Display set to 10 D. Summary report without a chart E. Summary report with a chart

C. Tabular report with Rows to Display set to 10 D. Summary report without a chart E. Summary report with a chart

Universal Containers has a team of Account Managers that requested email alerts any time 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. No workflow rules, but two email alerts C. Two workflow rules with one email alert each D. Four workflow rules for create and update on Opportunities and Accounts

C. Two workflow rules with one email alert each

What should a System Administrator do to organize the fields available on a report? A. Enable Dynamic Reports. B. Edit the Report Builder layout. C. Modify the standard report type. D. Create a custom report type.

D. Create a custom report type.

Ursa Major Solar is looking into backup methods. Which set of small and large data backup methods are available in native Salesforce? A. Report Exports, Dashboard Exports, and Weekly Data Export Service B. Mass Export Wizard, Weekly Data Export Service, and Data Loader Exports C. Data Loader Exports, Mass Exports, and Weekly Data Export Service D. Data Loader Exports, Report Exports, and Weekly Data Export Service

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

Universal Containers has three Account record types: Prospect, Customer, and Vendor. The Customer record type is only for Accounts that have a Closed Won Opportunity. How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records? A. Create a Workflow Rule or Process to change the Record Type from Customer to Prospect. B. Create an Account Auto-Assignment Rule to assign the Prospect Record Type to all new Accounts. C. Create an Account Validation Rule that prevents new Accounts with the Customer Record Type from being saved. D. Remove the Customer Record Type as an Assigned Record Type in the users' Profiles and Permission Sets.

D. Remove the Customer Record Type as an Assigned Record Type in the users' Profiles and Permission Sets.

Universal Containers uses a hybrid sharing model where Accounts and Contacts are Read Only and Opportunities and Cases are Private. Account Executives (AE) own 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. Use the Mass Transfer Tool to transfer ownership of all Contacts to the AEs. B. Create a read/write Sharing Rule to share all related Contacts with the Account owner. C. Account owner privileges give the AE edit access to all related records by default. D. Select the edit all associated contacts option for the AE Role in the Role Hierarchy.

D. Select the edit all associated contacts option for the AE Role in the Role Hierarchy.