Automation Kahoot

Options for setting up a queue, when notification needs to be sent are: (Choose 3) A. Add an email address to the Queue Email B. Leave queue email blank and check 'Send Email to Members' C. Add a public group to the Queue Email D. Enter both a queue email & check 'Send Email to Members'

A. Add an email address to the Queue Email B. Leave queue email blank and check 'Send Email to Members' D. Enter both a queue email & check 'Send Email to Members'

What can be done with workflow field update action? (Choose 2 answers) A. Change the record type of a record B. Update the value of a formula field C. Update the value of a field on a child record D. Apply a specific value to a field

A. Change the record type of a record D. Apply a specific value to a field

Can you use Public Groups for (Choose 3) A. Sharing Rules? B. Roles C. Adding to a Queue? D. Sharing a Report/Dashboard folder?

A. Sharing Rules? C. Adding to a Queue? D. Sharing a Report/Dashboard folder?

When will the time dependent action be removed from the queue? (Choose 2) A. When the action is delete from the workflow queue B. When another record triggers the same workflow C. When a validation rule is triggered for the record D. When the record no longer matches the rule criteria

A. When the action is delete from the workflow queue D. When the record no longer matches the rule criteria

Cases not resolved after 3 hours should be owned by Tier 2 agents. How ? A. Admin can create a public group including all Tier 2 agents B. Admin can create a case queue including all Tier 2 agents C. Create an escalation rule for cases not resolved after 2 hrs D. Create an assignment rule for cases not resolved after 2 hrs

B. Admin can create a case queue including all Tier 2 agents C. Create an escalation rule for cases not resolved after 2 hrs

An admin @ UC needs to mass update the lead source on many opportunity records. How ? (Choose2) A. Export opportunities and update using the import wizard B. Create a list view for opps & update using inline editing C.Use workflow rules to update the lead source field on opps D. Export opportunities and update using the data loader

B. Create a list view for opps & update using inline editing D. Export opportunities and update using the data loader

Noah Larkin wants to get notified when a big account opens a case. What tool will do this best? A.Email Alert B. Escalation Rules C. Auto-Response Rules D. Email-to-Case

B. Escalation Rules

When converting a lead, how can an admin capture custom lead data on the converted contact? A. Use the lead conversion wizard to select the fields B. Map custom lead fields to custom contact fields C. Use the data loader to move the custom lead data D. Map custom lead fields to standard contact fields

B. Map custom lead fields to custom contact fields

Can you change a field on a different record with A. Web-to-Lead B. Process Builder C. Workflow D. Automation

B. Process Builder

The marketing team @ AW distributes leads to different regional sales groups. How? A. Auto-Response Rule based on lead source B. Queues C. Workflow Automation D. Assignment Rules

B. Queues D. Assignment Rules

How can a sales user relate an opportunity to a campaign? (CHOOSE 2) A. Select the campaign record type when creating the opp B. Select the primary campaign source for the opp C. Use the campaign influence related list on the opp D. Use the campaign hierarchy related list on the opp

B. Select the primary campaign source for the opp C. Use the campaign influence related list on the opp

Which will prevent a system administrator from deleting a custom field? A. The field is used in a report B. The field is used in a workflow field update C. The field triggers an escalation D. The field is part of a field dependency

B. The field is used in a workflow field update

Approval process begins when A. A record is created B. A record is edited C. A record is submitted for approval D. A record is saved

C. A record is submitted for approval

What are not the capabilities of email-to-case? A. Trigger assignment, escalation, and workflow rules. B. Use email content to auto-populate case fields C. Automatically create a lead from an inbound email D. Use sender's email to connect a contact to the case

C. Automatically create a lead from an inbound email

A sales exec @ UC wants to be notified high-value opps are created for hot accounts. How? A. Cr8 an escalation rule based on the opportunity amount B. Cr8 an auto-response rule on the opportunity object C. Cr8 a workflow rule on the opportunity object D. Cr8 a validation rule that evaluates the account rating

C. Cr8 a workflow rule on the opportunity object

When a potential customer submits a form on the web, how can an admin send a customized email? A. An Admin can map each field on Leads w/ an email template B. Create an email alert based on lead source. C. Create an auto-response rule based on lead source. D. Create an email template based on lead source.

C. Create an auto-response rule based on lead source.

What happens if the opportunity is edited and no longer meets the criteria? A.The time-dependent action will execute on the close date B. The time-dependent action will execute on scheduled date C. The time-dependent action is removed from the queue D. The time-dependent action is put on hold.

C. The time-dependent action is removed from the queue

A delegated approver can (choose 2) A. reassign the request. B. determine what happens to a request. C. approve the request. D. reject the request.

C. approve the request. D. reject the request.

T / F Both "Assignment Rule for Standard Use" & "Assignment Rule for Promotions" can be in use.

FALSE

T / F Workflow cannot be triggered upon import.

FALSE Workflow can be triggered upon import.

To notify a user about large opportunities use (best answer) A. Workflow B. Process Builder C. Email Alerts D. Big Deal Alerts

D. Big Deal Alerts

How can an admin give the sales operations team R/W access to all escalated cases? A. Create a case escalation rule B. Create an ownership-based sharing rule C. Create a case assignment rule D. Create a criteria-based sharing rule

D. Create a criteria-based sharing rule

Telesales needs to track 'Likely Decision Date'. It should never be in the past. Define the Validation Rule? A. Likely_Decision_Date= Today() + 1 B. Likely_Decision_Date__c< Today( ) C. Likely_Decision_Date&; Today( + 1 ) D. Likely_Decision_Date__c> Today( )

D. Likely_Decision_Date__c> Today( )

An Approval Process begins when a record is: A. Created B. Edited C. Saved D. Submitted for Approval

D. Submitted for Approval

The support rep dedicated to each account should be notified before the support plan expires. A. Escalation rule B. Auto-response rule C. Assignment rule D. Workflow Rule

D. Workflow Rule

T / F Email responses are tracked in Activity History related list of the lead or contact.

TRUE

T / F Rules can be evaluated any time a record is edited.

TRUE

T / F The default email template is used when you have run out of criteria for an auto-response

TRUE

T / F Use Process Builder to to Escalate Hot Opportunities

TRUE

T / F You can add a Public Group to a Public Group.

TRUE

T / F You can send multiple Auto-Responses from a single Auto-Response Rule.

TRUE