Salesforce Admin Practice Questions
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. A maximum of 10 users. B. A maximum of 15 users. C. An unlimited number of users. D. A maximum of 5 users.
A. A maximum of 10 users.
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. A. Add customers to private Chatter groups. B. Add customers to libraries. C. Use Salesforce Files to post presentations in Chatter. D. Ensure opportunity teams are created for customers.
A. Add customers to private Chatter groups. C. Use Salesforce Files to post presentations in Chatter.
Which two levels of access should be set when sharing a document folder with users? Choose 2 options. A. Read/Write B. Read/Write/Create C. Read-only D. Read/Write/Create/Delete
A. Read/Write C. Read-only
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. Choose a formula field for a field update. C. Update the value of a field on a child object. D. Modify the record type of a record.
A. Apply a specific value to a field. D. Modify the record type of a record.
Which two related lists should be added to the Opportunity page layout to track how Campaigns contribute to the overall pipeline?Choose 2 options. A. Campaign Influence B. Open Activities C. Contact Roles D. Campaign Members
A. Campaign Influence C. Contact Roles
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? A. Case escalation rule B. Case comments C. Case assignment rule D. Auto response rule
A. Case escalation rule
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? A. Competitors and Similar Opportunities B. Sales Teams and Closed Won Opportunities C. Commonalities and Won Information D. Big Deal Alerts and Sales Teams
A. Competitors and Similar Opportunities
Universal Containers wants to automatically assign a Task to account managers when a customer's agreement is about to expire. How should a System Administrator configure this functionality? A. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY(). B. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date < TODAY(). C. Create a Workflow on Account with a rule criteria of Agreement End Date < TODAY(). D. Create a Workflow on Account with a rule criteria of Agreement End Date > TODAY().
A. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY().
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. Create a sharing rule based on criteria. B. Create a new role for product managers and sales representatives. C. Move all product managers to a role below the sales representatives. D. Save all opportunity reports in a public folder.
A. Create a sharing rule based on criteria.
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. Custom lead fields can be mapped to account, contact, and opportunity fields. B. Custom lead fields can be mapped to custom object fields. C. Standard lead fields are automatically converted to account, contact, and opportunity fields. D. Roll-up summary lead fields can be mapped to custom contact fields.
A. Custom lead fields can be mapped to account, contact, and opportunity fields. C. Standard lead fields are automatically converted to account, contact, and opportunity fields.
Which two actions allow the System Administrator to limit Chatter access during roll-out to a subset of Salesforce users?Choose 2 options. A. Edit a Profile to "Enable Chatter" for the subset of users. B. Create an email invitation for the subset of users. C. Add the subset of users to the company-wide Chatter group. D. Create a Permission Set with the "Enable Chatter" permission for the subset of users.
A. Edit a Profile to "Enable Chatter" for the subset of users. D. Create a Permission Set with the "Enable Chatter" permission for the subset of users.
Ursa Major Solar needs a case to be automatically created. Which three features can an administrator use to accomplish this goal?Choose 3 options. A. Email-to-case B. Process Builder C. SMS-to-case D. Lightning for Outlook E. Web-to-case
A. Email-to-case B. Process Builder E. Web-to-case
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? A. Enable the Opportunity setting to prompt users to add products to opportunities. B. Set the Org-Wide Defaults for Price Books to Use and Products to Read Only. C. Create a Workflow Rule on the Opportunity object to add a default Product to Opportunities with no Products. D. Create a related list to enable the user to view the related products.
A. Enable the Opportunity setting to prompt users to add products to opportunities.
Ursa Major Solar uses Validation Rule Fields. What are two of these fields? Choose 2 options. A. Error Message B. Error Condition Formula C. Active Date D. Owner
A. Error Message B. Error Condition Formula
At Ursa Major Solar, Sales representatives use a custom report type for Account reports. New fields have been created on the Account Object. An administrator needs to report on the newly created fields. What should the administrator do to achieve this goal? A. From the Custom Report Type, Edit Layout, then add the new fields to the report. B. Create a new account report folder, go to share, and then add the new fields. C. Create a new account report and add the new fields from the Report Builder. D. From the Custom Report Type, Edit Object Relationships, then add the new fields to the report
A. From the Custom Report Type, Edit Layout, then add the new fields to the report.
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? A. Launch the flow from the utility bar in the console B. Use code to launch the screen flow in a modal C. Use a custom action that launches the screen flow D. Create a link that launches the screen flow
A. Launch the flow from the utility bar in the console
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. Post customer interactions in Chatter on the account. C. Log a case on the account. D. Enter comments into the notes section on the account.
A. 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? A. Lookup relationship B. Formula C. Hierarchical relationship D. Lookup filter
A. 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 is complaining about being assigned these tasks.What should a System Administrator do to correct this issue? A. Make sure there is only one user in the role. B. Add a field update to the Workflow to also change the owner. C. Change the Workflow Rule to assign tasks based on profile. D. Remove the Workflow and use a report instead.
A. Make sure there is only one user in the role.
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? A. Map custom lead fields to custom contact fields. B. Utilize the lead conversion wizard to select the fields. C. Utilize the data loader to move the custom lead data. D. Map custom lead fields to standard contact fields.
A. Map custom lead fields to custom contact fields.
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. Open cases B. Related custom object records C. Closed activities D. Closed cases
A. Open cases D. Closed cases
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? Choose 2 options. A. Put the survey related list on the account page layout. B. Create a lookup relationship field on the account object. C. Create a lookup relationship field on the survey object. D. Put the account related list on the survey page layout.
A. Put the survey related list on the account page layout. C. Create a lookup relationship field on the survey object.
Ursa Major Solar is setting up case assignment rules. What are two places where the cases can be assigned? Choose 2 options. A. Queue B. Profile C. Contact D. User
A. Queue D. 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. A. Read Only B. Read/Write/Transfer C. Read/Write D. Read/Write/Delete
A. Read Only C. Read/Write
A user's profile can be controlled by which three settings? Choose 3 options. A. Record type assignment B. Assigned apps C. Locale settings D. Feature license assignment E. Security at the field-level
A. Record type assignment B. Assigned apps E. Security at the field-level
A company needs its customer service agents to collect and display different information on case records based on whether customers are calling in with a question, product suggestion, or complaint. Which three features should the administrator use to meet this goal? Choose 3 options. A. Record types B. Permission sets C. Field level security D. Page layouts E. Support processes
A. Record types D. Page layouts E. Support processes
An administrator at Ursa Major Solar is configuring a workflow rule. What are two considerations for an administrator in this situation? Choose 2 options. A. Rule actions can take place immediately or can be time based. B. When a new rule is activated, each existing record is evaluated. C. Before the Data Import Wizard is used, rules must be deactivated. D. Rules can be evaluated when records are created or edited.
A. Rule actions can take place immediately or can be time based. D. Rules can be evaluated when records are created or edited.
The managers at Ursa Major Solar asked the administrator to quickly provide access to sales reports and dashboards. How can this be done? A. Search the AppExchange for free adoption report apps. B. Log a case to Salesforce Support. C. Build reports and dashboards. D. Use the Salesforce Auto-Report Builder.
A. Search the AppExchange for free adoption report apps
What should a System Administrator configure to provide each Sales Rep a dashboard that shows their current Opportunity pipeline? A. Set the Dashboard Running User to the current user. B. Create a dashboard folder for each user. C. Create a dashboard for each user. D. Set a Dashboard filter to the current user.
A. 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? A. Setup Audit Trail B. Custom Report Type C. Debug Log D. Network Access Settings
A. Setup Audit Trail
A System Administrator cannot share a report folder.What is a possible reason? A. The folder is private. B. The reports in the folder are already shared with other users. C. The reports in the folder only reference custom objects. D. Folder Sharing is not enabled for the Org.
A. The folder is private.
What are two reasons a user cannot be deactivated? Choose 2 options. A. The user is the recipient of Workflow Email Alerts. B. The user is a Customer Community Administrator. C. The user is the Owner of open Opportunities. D. The user account is frozen.
A. The user is the recipient of Workflow Email Alerts. B. The user is a Customer Community Administrator.
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? A. This is a System Audit field and it is Read-Only for existing records. B. This field is Read-Only in Field-Level Security settings. C. This field is defined as Read-Only on the Page Layout. D. This user does not have Edit permissions on the Account object.
A. This is a System Audit field and it is Read-Only for existing records.
Recently, one of Ursa Major Solar's (UMS) competitors lost critical data after a powerful hurricane caused multiple power outages.UMS needs to ensure that its Salesforce data is backed up and protected from such an event.Which two statements are true regarding this goal? Choose 2 options. A. UMS can download an app from the AppExchange. B. UMS can use Salesforce's daily backup service, which is provided via a zip file. C. UMS can use Salesforce's weekly or monthly backup service, which is provided via a zip file. D. UMS should contact Salesforce Support for a free backup.
A. UMS can download an app from the AppExchange. C. UMS can use Salesforce's weekly or monthly backup service, which is provided via a zip file.
An administrator at Ursa Major Solar (UMS) needs to create a new user.When creating a username, which two considerations need to be taken in to account? Choose 2 options. A. Username needs to be in the format of an Email Address. B. Username is added to the Active User Log. C. Username matches to the User's Email address. D. Username must be unique across all Salesforce orgs.
A. Username needs to be in the format of an Email Address. D. Username must be unique across all Salesforce orgs.
What are two ways to customize basic reports using Lightning Experience?vChoose 2 options. A. By adding a Lightning Component B. By adding a filter C. By adding links to external pages D. By adding a chart
B. By adding a filter D. By adding a chart
How can multiple Campaign records be associated with a single Opportunity? A. Campaign Hierarchy B. Campaign Influence C. Campaign Members D. Primary Campaign Source
B. Campaign Influence
Ursa Major Solar is experiencing quality assurance issues with a product line. An administrator needs to use a standard object to track the extent of the problem. Which standard object should be used? A. Opportunity B. Case C. Product D. Account
B. Case
An administrator at Ursa Major Solar is setting up case feed. What should the administrator consider? A. By default, the case feed replaces the standard case detail page. B. Chatter feed tracking must be enabled for the case object. C. The Use Case Feed permission is automatically active for all profiles. D. The Service Cloud user feature license is required for case feed.
B. Chatter feed tracking must be enabled for the case object.
Sales representatives at Ursa Major Solar are working on opportunities and need to see how their colleagues have effectively managed other opportunities with comparable products, competing against the same competitors. Which two features should an administrator use to allow for this? Choose 2 options. A. Big deal alerts B. Chatter groups C. Opportunity Dashboard D. Opportunity update reminders
B. Chatter groups C. Opportunity Dashboard
Which two objects can be related to Campaign Members? Choose 2 options. A. Partners B. Contacts C. Leads D. Contact Roles
B. Contacts C. Leads
How should the System Administrator implement biweekly notifications for Sales Reps that include Opportunities that need attention based on the Opportunity Owner's last login, past due Opportunities, and all Opportunities that have not been updated in the last 30 days? A. Create Scheduled Dashboards. B. Create Opportunity Update Reminders. C. Create a Chatter Group. D. Create Scheduled Reports.
B. Create Opportunity Update Reminders.
Universal Containers has an inside sales team that only sells warranty renewals and an outside sales team that only sells products. Each type of sale captures different information and has a different sales cycle. How should the System Administrator configure Salesforce to meet these requirements? A. Create a custom Object for warranty renewals with the appropriate Sales Process. B. Create a Page Layout, Sales Process, and Record Type for each type of sale. C. Create a custom picklist field on the Opportunity to specify if it is a product or warranty sale. D. Create a Validation Rule that displays the correct Page Layout and Sales Process based on Role.
B. Create a Page Layout, Sales Process, and Record Type for each type of sale.
What should a System Administrator do to organize the fields available on a report? A. Edit the Report Builder layout. B. Create a custom report type. C. Modify the standard report type. D. Enable Dynamic Reports.
B. Create a custom report type.
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? A. Create an owner-based Case Sharing Rule to share corresponding Cases with the product specialist role. B. Create a pre-defined Case Team for each group of product specialists and assign the team using Case Assignment Rules. C. Change the Org-Wide Default for Cases to Controlled By Parent and add product specialists to Account Teams. D. Add the product specialists to the Account Team for each Account that has purchased a product from the product line.
B. 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? A. Create a Summary report grouped by Sales Rep. B. Create a report filtered by "My Opportunities". C. Create a report schedule for each Sales Rep. D. Create a separate report for each Sales Rep.
B. 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? A. Create an escalation rule based on the opportunity amount. B. Create a workflow rule on the opportunity object. C. Create a validation rule that evaluates the account rating. D. Create an auto-response rule on the opportunity object.
B. 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? A. Create an assignment rule to assign all cases where status = high to the high priority queue. B. 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). C. Create escalation rule to assign all cases where status = high to the high priority queue based when case is created. D. Create a case milestone 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).
B. 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).
Ursa Major Solar has the following process regarding its opportunities: - There are three different lines of business (Widget A, Widget B, Widget C) that each contain fields specific to that line of business's industry and customers. - For each line of business, there is a specific set of fields that Sales users should see and a different set of fields that Marketing users should see. An Administrator needs to configure Page Layouts and Record Types for the Opportunity object so that each team sees what it needs to see, without cluttered layouts containing unnecessary fields.What should the Administrator do to accomplish this goal? A. Create one Record Type with six Page Layouts (Marketing Widget A, Marketing Widget B, Marketing Widget C, Sales Widget A, Sales Widget B, and Sales Widget C). B. Create three Record Types (Widget A, Widget B, Widget C) with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C). C. Create six Record Types (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C) with one Page Layout. D. Create six Record Types (Marketing Widget A, Marketing Widget B, Marketing Widget C, Sales Widget A, Sales Widget B, and Sales Widget C) with six total Page Layouts, one for each Record Type.
B. Create three Record Types (Widget A, Widget B, Widget C) with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C).
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 lead processes. B. Create two page layouts. C. Create two permission sets. D. Create two record types.
B. Create two page layouts. D. Create two record types.
Ursa Major Solar is looking into backup methods. Which set of small and large data backup methods are available in native Salesforce? A. Mass Export Wizard, Weekly Data Export Service, and Data Loader Exports B. Data Loader Exports, Report Exports, and Weekly Data Export Service C. Report Exports, Dashboard Exports, and Weekly Data Export Service D. Data Loader Exports, Mass Exports, and Weekly Data Export Service
B. Data Loader Exports, Report Exports, and Weekly Data Export Service
Ursa Major Solar wants to add charts to a Salesforce dashboard. What are three standard chart types that are available? Choose 3 options. A. Heat map B. Gauge chart C. Table D. Bar chart E. Venn Diagram
B. Gauge chart C. Table D. Bar chart
Universal Containers utilizes a private sharing model for Accounts, Contacts, and Opportunities. When account owners are on vacation, a back-up sales rep needs access to all Accounts with the rating of Hot. How should the System Administrator give the back-up sales rep access to Hot Accounts? A. Use a workflow rule to change ownership for all the Hot Accounts where the owner's On Vacation field is checked. B. Instruct the Hot Account owner to manually share the Accounts with the back-up rep before leaving on vacation. C. Create a criteria-based sharing rule to share all Hot Accounts with all the users in the back-up rep's public group. D. Create a criteria-based sharing rule to share all Hot Accounts with the user in the back-up rep account field.
B. Instruct the Hot Account owner to manually share the Accounts with the back-up rep before leaving on vacation.
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? A. Utilize Custom Report Types. B. Lock report filters. C. Run the report as a specified user. D. Change Field Level Security.
B. Lock report filters.
Ursa Major Solar has a social marketing team set up as a public group. A sales representative would like to engage the social marketing team on one opportunity. What should the sales representative do to ensure the social marketing team can access the opportunity? A. Add the public group to the opportunity team. B. Manually share the record with the public group. C. Change the opportunity owner to the public group. D. Add the public group to an opportunity queue.
B. Manually share the record with the public group.
The managers at Ursa Major Solar asked the administrator to quickly provide access to sales reports and dashboards. How can this be done? A. Log a case to Salesforce Support. B. Search the AppExchange for free adoption report apps. C. Use the Salesforce Auto-Report Builder. D. Build reports and dashboards.
B. Search the AppExchange for free adoption report apps.
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. Select the edit all associated contacts option for the AE Role in the Role Hierarchy. C. Account owner privileges give the AE edit access to all related records by default. D. Create a read/write Sharing Rule to share all related Contacts with the Account owner.
B. Select the edit all associated contacts option for the AE Role in the Role Hierarchy.
Universal Containers created a new custom object to track Inventory items. The Support Team cannot see the Inventory object's tab.Which two settings should the System Administrator check to find the cause of the problem? Choose 2 options. A. Inventory object Sharing Settings B. Support Team Profiles C. Support Team Permission Sets D. Inventory object Page Layouts
B. Support Team Profiles C. Support Team Permission Sets
Ursa Major Solar is using products and price books. Which two items should an administrator take into considerations about these features? Choose 2 options. A. If price books contain assets, they can NOT contain products. B. The standard and list price for a product can be listed in more than one currency. C. Products without a price are automatically added to the standard price book. D. A product can have a different list price in different price books.
B. The standard and list price for a product can be listed in more than one currency. D. A product can have a different list price in different price books.
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. Four workflow rules for create and update on Opportunities and Accounts B. Two workflow rules with one email alert each C. One workflow rule with two email alerts D. No workflow rules, but two email alerts
B. Two workflow rules with one email alert each
Ursa Major Solar wants to ensure that unique data is always input into a specific field.Which two field properties should the administrator configure? Choose 2 options. A. Default Value B. Unique C. Required D. Data Type
B. Unique C. Required
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? A. It is not possible to add additional email addresses to the Email Alert. B. Up to 5 additional email addresses can be added to the Email Alert. C. Up to 25 additional email addresses can be added to the Email Alert. D. Up to 250 additional email addresses can be added to the Email Alert.
B. Up to 5 additional email addresses can be added to the Email Alert.
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. Select the campaign record type when creating the opportunity. B. Utilize the campaign influence related list on the opportunity. C. Choose the primary campaign source for the opportunity. D. Use the campaign hierarchy related list on the opportunity.
B. Utilize the campaign influence related list on the opportunity. C. Choose the primary campaign source for the opportunity.
Users at Universal Containers (UC) adhere to the following process for expense reports: - Create the expense report. - Attach receipts in an Expenses app. - Send the report to the accountant to review and approve. An administrator needs to enable this app for Salesforce Mobile. What should the administrator consider from the User's perspective? A. A user can search Salesforce Records, attach receipts as photos, and approve records from Chatter. B. A user can utilize Search, create list views, and receive record push notifications from Chatter. C. A user can create records, attach receipts as photos, and submit for approval. D. A user can create list views, attach receipts as photos, and submit records for approval
C. A user can create records, attach receipts as photos, and submit for approval.
Which feature should Ursa Major Solar use if they want their support agents who are skilled in a particular product line to own cases directly after customers log them from an automated channel? A. Workflow field update B. Case team routing C. Assignment rules D. Case escalation rules
C. Assignment rules
The customer support team wants to use a different Page Layout when closing a Case. Which method should the System Administrator use to fulfill this request? A. Support Process B. Field-Level Security C. Case Close Page Layout D. Record Type and Page Layout
C. Case Close Page Layout
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 an Escalation Rule entry for each picklist value and set to zero minutes. B. 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. D. Create Record Types for each picklist value and a Business Process to move each Case to the correct Queue.
C. Create Assignment Rules based on the picklist values to move Cases to a Queue.
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. A. Case Comment Notifications B. Case Feed Layout Actions C. Self-service Portal D. Auto-response Rules
C. Self-service Portal D. Auto-response Rules
The administrator at Cloud Kicks want to update the Account with the number of records on a custom object. How should the administrator fulfill this requirement? A. Create a Process B. Create a Formula C. Create a Flow D. Create a Workflow Rule
C. Create a Flow
Ursa Major Solar recently acquired a company whose sales team has a unique sales process, with stages that are different from the current setup of stages in Salesforce. The Chief Technology Officer (CTO) has decided that the new sales team should NOT change their process at all. What should the administrator do to incorporate the new sales team's process? A. Create new values for the opportunity stage field; order them so that the new Sales team's values are at the bottom of the picklist. B. Create new values for the opportunity stage field and use field-level security to control which teams see which fields. C. Create new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team. D. Create a record type and page layout for the new sales team and a custom field for the new stages.
C. Create new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team.
How can a System Administrator discover who added a field to the account page layout? A. Review the Account Last Modified By field. B. Run an Account History report. C. Download the Setup Audit Trail. D. Create a poll in the Admin Chatter group.
C. Download the Setup Audit Trail.
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? A. Check the "Send PDF" box on the approval process setup. B. Hire a consulting firm to develop a document signing workflow. C. Install an app from the AppExchange. D. Use the Salesforce Autosign flow.
C. Install an app from the AppExchange.
Which configuration option shows sales representatives the fields they must fill in prior to saving an Opportunity? A. Field-level Security B. Dependent Picklist Fields C. Page Layout required fields D. Opportunity Validation Rules
C. Page Layout required fields
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. Sales Processes B. Page Layouts C. Record Types D. Permission Sets
C. Record Types
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. A. Enable Sidebar Search Auto-Complete in the object's search settings. B. Specify the Keywords and include them into the object's search layout. C. Reduce the number of records displayed for each object in the Search Results page. D. Specify the Search Filter Fields for the object's search layout.
C. Reduce the number of records displayed for each object in the Search Results page. D. Specify the Search Filter Fields for the object's search layout.
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 and save it to her private Dashboards Folder. C. 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. D. Create the Dashboard from the Opportunities by User Report, then save it in the shared Dashboard Folder as a Dynamic Dashboard.
C. 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.
A user is unable to log in to Salesforce.What should a Salesforce administrator do? A. Ask the user to change their password. B. Change the user's profile. C. View the user's login history. D. Unlock the User.
C. View the user's login history.
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 Default Case Team on each User's record C. A Default Case Team on each Account record D. A Case Assignment Rule to associate the Case Team
D. A Case Assignment Rule to associate the Case Team
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 lookup relationship with a criteria-based sharing rule B. A master-detail relationship with a criteria-based sharing rule C. A lookup relationship with profile permissions D. A master-detail relationship with profile permissions
D. A master-detail relationship with profile permissions
A System Administrator will use the Import Wizard to update existing Account records. Which values can the Import Wizard use to find matching records? A. Created By field B. Address field C. Parent Account field D. Account Name and Site fields
D. Account Name and Site fields
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 an order. B. Make a new custom object related to opportunities for custom sizing. C. Add a new field on the opportunity labeled custom sizing. D. Add custom sizing as a new product in a pricebook.
D. Add custom sizing as a new product in a pricebook.
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? A. Automated Notifications and Groups B. Auto-responses Rules and Profiles C. Territory Management and Teams D. Assignment Rules and Queues
D. Assignment Rules and Queues
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? A. Territory Management and Teams B. Auto-responses Rules and Profiles C. Automated Notifications and Groups D. Assignment Rules and Queues
D. Assignment Rules and Queues
How should a sales rep create an all-day event in Salesforce? A. Use a task for an all-day event because then no time fields are needed. B. Ensure the event is scheduled for times within the Start and End of Day hours. C. Ask the System Administrator to check all-day events in the Activity settings. D. Check the all-day event checkbox on the event.
D. Check the all-day event checkbox on the event.
Which configuration action should be performed to ensure every Case gets assigned to a valid Owner? A. Create a Workflow Rule that checks for a blank Owner field. B. Configure a default value for the Case Owner field. C. Create a Validation Rule based on the Created By field. D. Define the Default Case Owner in Support Settings.
D. Define the Default Case Owner in Support Settings.
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? A. Change the User profile. B. Reset the User password. C. Change the User email address. D. Freeze the User record.
D. Freeze the User record.
An administrator at Ursa Major Solar is implementing an organization-wide default option for the Account object. What is a correct option for the administrator in this scenario? A. Public Read/Write/Transfer B. No Access C. Public Read/Write/Delete D. Private
D. Private
The Password Policy shows that the length of time until passwords expire is 90 days. However, some users find that their passwords expire every 30 days. Where should the System Administrator change the password expiration period for these users? A. Permission Sets assigned to the Users B. Roles assigned to the Users C. Individual User records D. Profiles assigned to the Users
D. Profiles assigned to the Users
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. Use a Screen Flow with default values B. Create 1 Workflow rule per field C. Use Process Builder that launches a flow D. Record Triggered-Flow that runs Before save
D. Record Triggered-Flow that runs Before save
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 Administrator update to support this requirement? A. Stage field picklist options in Record Types B. Page Layouts to include the correct field C. Field-Level Security in the User Profile D. Stage Selected Values in the Sales Processes
D. Stage Selected Values in the Sales Processes
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. Tabular report with a report formula C. Summary report with a Roll-up Summary Account field D. Summary report with a report formula
D. Summary report with a report formula
A user at Ursa Major Solar attempts to log in to 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? A. The user will be able to log in after the computer is activated. B. The user will be able to log in after answering one security question. C. The user will be able to log in without activating the computer. D. The user will be unable to log in at all.
D. The user will be unable to log in at all.
The administrator for the Cloud Kicks has a flow that makes several updates to Contacts when they are being created. If the Contact Status is "New" and the Contact's email is known, the administrator would also like to send a welcome email. What should the administrator do to complete this requirement? A. Create a process builder with email alert to send the email. B. Create a workflow rule with email alert to send the email. C. Update the flow with a formula to send the email when needed. D. Update the flow with a decision to send the email when needed.
D. Update the flow with a decision to send the email when needed.
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? A. Use debug logs found in Setup B. Use debug logs in the Developer Console C. Perform the same steps manually via the UI D. Use the Debug tool in the flow builder
D. Use the Debug tool in the flow builder
What is a benefit of entering Trusted IP Ranges in the Network Access section? A. Users are unable to log in through the API on networks not marked as trusted. B. AppExchange packages can communicate with an external site. C. All attempts to log in from outside the network will be denied. D. Users that log in within the network will not be required to verify their identity.
D. Users that log in within the network will not be required to verify their identity.
Ursa Major Solar has a million new Account records to upload into Salesforce. What is the recommended method for uploading this data? A. Utilize an AppExchange app. B. Utilize the Data Import Wizard. C. Request help from Salesforce. D. Utilize the Data Loader.
D. Utilize the Data Loader.
