salesforce 201

Which two actions allow the System Administrator to limit Chatter access during roll-out to a subset of Salesforce users? Choose two answers.

1) Edit a Profile to "Enable Chatter" for the subset of users. 2) Create a Permission Set with the "Enable Chatter" permission for the subset of users.

Ursa Major Solar is adding objects to a custom report type. How many objects, maximum, can be added to this report type?

four, with associations

Ursa Major Solar uses the following: Private data access model for cases Support agents, who own cases Product specialists who occasionally need access to cases in their product line What are two actions that will allow the appropriate access in this scenario?

Administrators configure pre-defined case teams and assignments rules Case owners manually add product specialists to ad hoc case teams.

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 answers A. Remove Record Types from the users' Sales Process. B. Instruct users to update the Default Record Type in My Settings. C. Remove the Record Type field from the users' Page Layout. D. Remove Record Types from the users' Profiles.

B, D

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

import, edit/save by user, submitted using web to lead

what is a benefit of using a lookup filter instead of a validation rule

improves user efficiency when selecting a related record

At universal containers, the sales managers would like opportunities that have not been updated in the past 30 days to be automatically flagged. how should a system admin implement this requirement?

Create a formula field to calculate the time since the last update and display an image of a red flag if it meets the defined criteria.

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?

Create the Dashboard from the Opportunities by User Report, select the Sales Manager as RunAs User and save in the private Dashboard Folder.

An administrator at Ursa Major Solar to allow a sales user to relate an opportunity to a campaign. What are two ways to accomplish this goal?

Utilize the campaign influence related list on the oppportunity, Choose the primary campaign source for the opportunity.

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 (UMS) is using the workflow field update. Which two actions can UMS complete with this feature?

apply a specific value to a field, modify the record type of a record

what are two benefits of using data categories with Salesforce Knowledge?

articles can be classified into groups, article access can be controlled

A user's profile can be controlled by which three settings?

assigned apps, security at the field level, record type assignment

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 admin implement to allow customers to have quick access to this information?

auto response rules, case comment notifications

how can multiple campaign records be assosciated with a single opportunity?

campaign influence

Which object relates contacts to campaigns

campaign members

which object relates to contacts and campaigns

campaign members

Which two standard objects are related to account records?

cases and 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

Universal Containers wants to track Invoice Payments on an Opportunity Related List. Only the Finance Team should see this Related List; however, all Users should be able to view Invoice Payment reports. How should the System Administrator implement this requirement?

create a new page layout and profile for the finance team

universal containers wants to track invoice payments on an opportunity related list. only the finance team should see this related list; however, all users should be able to view invoice payment reports

create a new page layout and profile for the finance team.

Universal Containers decides to start using Opportunity Record Types to differentiate renewals from new business. The System Admin is unable to create a custom record type for the opportunity object. which action will allow the system admin to create new record types? A- create a new sales process B- create a new page layout C- assign a permission set D- change the stage to a multi select pick list

create a new sales process

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 the Product line. How should the System admin meet this requirement?

create an owner based sharing rule to share corresponding cases with the product specialist role.

custom fields in the lead object can be mapped to which two types of fields?

custom account, custom opportunity. also custom contact ( automatically converted to standard contact fields)

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, weekly data export service

final approval actions in an approval process

email alerts, tasks outbound messages, field updates

Ursa Major Solar uses Validation Rules Fields. What are two of these fields?

error condition formula, error message

a system admin wants to create a workflow rule and add two immediate actions to it. which actions can be added in this situation?

field update, create a task. email alerts and OUTBOUND message also available

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 the approval process. how can the admin implement this functionality?

install an app from the appExchange

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

leads and contacts

Which three objects have a relationship with a Campaign? Choose 3 answers A. Contact Role B. Lead C. Opportunity D. Account E. Contact

leads, contacts, opportunities

An Administrator needs to configure Ursa Major Solar's Salesforce Mobile app with the company's brand-specific images and color schemes. Which set of branding options should the Administrator use?

loading page logo, brand color, loading page color

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

An Administrator at Ursa Major Solar is converting a lead and needs to capture custom lead data on the converted contact, what should the administrator do to accomplish this goal?

map custom lead fields to custom contact fields

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?

master detail relationship with profile permissions

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?

open cases, closed cases

Ursa Major Solar tracks both user issues and customer issues. A user issue can be logged as: - new - waiting for reply - closed A user issue can be logged as: - new - workin - closed An administrator needs to track both case types. Which features should be used?

page layouts and record types

Ursa Major Solar needs to fulfill the following requirements:• A custom object must be created to capture account survey data.• Users need the ability to select an account from the survey record and view related surveys on the account record.Which two actions can an administrator configure to meet these requirements'

put the survey related list on the account page layout, create a lookup relationship field on the survey object

Which set of Salesforce records is exported by choosing the Export All option instead of Export in Data Loader?

records for a specific object including records in the recycle bin

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?

remove the customer record type as an assigned record type In the users profiles and permission sets

Universal containers has three amount record types: prospect, customer and vendor. the customer record type is only for accounts that have a closed won opportunity. how should a system admin prevent users from selecting the customer record type when they create new account records?

remove the customer record type as an assigned record type the users profiles and permission sets

the admin at universal containers is creating a new opportunity record type. what three options must be populated by the admin?

sales process, profile assignment, page layout assignment

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

sales processes

Universal containers has a sales team focused on renewals. they will use many of the same opportunity fields as other teams, but need different stage values. what should the system admin update to support this requirement?

stage field pick list options in record types

A user at Ursa Major Solar attempts to log in into Salesforce from an IP address that is outside the login IP range on the user's profile but within the organization-wide trusted IP range. What occurs as a result of this scenario?

the user will be unable to log in at all

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

Which feature allows universal containers to require a value in a custom date field when the opportunity stage changes to closing?

validation rule