Salesforce Sales Cloud Consultant Test

Data loss can occur when changing fields from the following types (choose all that are correct) 1. Changing from a multi-select picklist to any other type 2. Changing from a Number field to a Text field 3. To a Number field from any other type of field 4. Changing from a checkbox to any other type of field

1. Changing from a multi-select picklist to any other type 3. To a Number field from any other type of field 4. Changing from a checkbox to any other type of field

When converting a Lead, what values are transferred to the Opportunity? (Select all that Apply) 1. Close Date = Last day in fiscal quarter 2. Amount = Lead Amount 3. Close Date = Today 4. Stage = First stage in list

1. Close Date = Last day in fiscal quarter 4. Stage = First stage in list

As a Sales Cloud Consultant managing a brand new implementation of Salesforce, what activities and deliverables should be included in the plan phase? (3) 1. Communication and training plan. 2. Integration strategy. 3. Project kickoff. 4. Milestone schedule. 5. High-level solution design.

1. Communication and training plan. 3. Project kickoff. 4. Milestone schedule.

Which profiles listed are a standard Profile? Select all that apply 1. Contract Manager 2. Standard User 3. Invoice Manager 4. Marketing User

1. Contract Manager 2. Standard User 4. Marketing User

FF would like to identify Opportunities created from Leads. What approach would you suggest? 1. Create a custom checkbox on the Lead and the same on the Opportunity object. Map the lead checkbox field from the opportunity checkbox field. Use this field to determine if the opportunity was created from a lead. 2. User the [CreatedFromLead] standard field on Opportunity. 3. Customize the LeadConvert apex code to set a custom field on Opportunity. 4. Opportunities created from Leads can be determined by the Opportunity name.

1. Create a custom checkbox on the Lead and the same on the Opportunity object. Map the lead checkbox field from the opportunity checkbox field. Use this field to determine if the opportunity was created from a lead.

What should a system administrator consider before importing a set of records into Salesforce? 1. Currency field values will default to the personal currency of the record owner 2. Data should of de-duplicated in the import file prior to import 3. Validation rules are not triggered when importing data using the import wizard 4. The import file should include a record owner for each record

2. Data should of de-duplicated in the import file prior to import 4. The import file should include a record owner for each record

Which of the following are important considerations for a global Sales Cloud implementation? 1. Ensure consistency in the processes and workflows in the different regions. 2. Developing a post-deployment support plan. 3. Ensuring the training material is provided in the same language across the organization. 4. Tailoring training material based on role, business unit, and country. 5. Creating realistic data in the training environment.

2. Developing a post-deployment support plan. 4. Tailoring training material based on role, business unit, and country. 5. Creating realistic data in the training environment.

You can restrict a profiles view to a certain field by using which feature? 1. Roles 2. Field Level Security 3. Profiles 4. Permission Sets

2. Field Level Security

Star Enterprises has a custom-built app called "Order Management" which groups together multiple objects related to order processing. End users complain that they cannot see this custom app in the Salesforce mobile app. What could be the reason? 1. The "Order Management" app was not added to the navigation menu of the Salesforce mobile app. 2. The "Order Management" app was not added to the Salesforce mobile app settings. 3. "Phone" was not selected in the supported form factors. 4. The Salesforce mobile app does not group objects by apps.

3. "Phone" was not selected in the supported form factors.

To track revenue, gain or loss based on currency fluctuations, you must implement what feature? 1. Multi-Currency 2. Sandbox 3. Advanced Currency Management 4. Territory Management

3. Advanced Currency Management

When the Order status is set to "Complete" asset records linked to the Account must be automatically created for each order line item. How can this requirement be met? 1. Create an "after update" trigger to create the asset record. 2. User Process Builder to create the asset records after the Order status is updated. 3. Call a flow to create the asset records. 4. Create a workflow rule to create the asset records.

3. Call a flow to create the asset records. Process Builder cannot loop through multiple order line items to create asset records, only create one record using the record that started the process.

Which statements about custom summary formulas in reports is true? (Select all that apply) 1. Custom summary formulas can be used in a report built from a custom report type 2. Custom summary formulas can reference another custom summary formula 3. Reports can be grouped by a custom summary formula result 4. Custom summary formulas can reference a formula field within a report

1. Custom summary formulas can be used in a report built from a custom report type 4. Custom summary formulas can reference a formula field within a report

Which of these is not a Salesforce feature? 1. Email to Lead 2. Web to Lead 3. Web to Case 4. Email to Case

1. Email to Lead

A tab is automatically created when you create a custom object. 1. False 2. True

1. False

A user can save a record even if a data validation error message appears 1. False 2. True

1. False

Field Level Security or Page Layout can be used to make a field required 1. False 2. True

1. False

Workflow cannot be triggered upon import 1. False 2. True

1. False

You can use standard reports when creating Dashboards? 1. False 2. True

1. False

Which of these actions can be triggered from a Workflow? 1. Field Update, New Task, Email Sent, Outbound Message 2. Create Object, New Task, Email Sent, 3. Email Sent, Field Update 4. Field Update, Email Sent, APEX Trigger, New Task

1. Field Update, New Task, Email Sent, Outbound Message

Why should you consider using the Import Wizard over the Data Loader? 1. If you require some De-Duplication 2. If you need to import to custom objects only 3. You need field auto-mapping functionality 4. If you need to import more than 1,000,000 records

1. If you require some De-Duplication

A company is using Sales Cloud Einstein for features such as forecasting and opportunity insights. Each region has a separate sales director who would like to gain deeper insights into the sales data of the region. What should a Sales Cloud consultant recommend for this requirement? 1. Use the Sales Analytics app for deeper insights into the sales data. 2. Download and install sales dashboards from the AppExchange. 3. Create custom reports and dashboards using custom reports types. 4. Create a custom Lightning component that provides deeper insights.

1. Use the Sales Analytics app for deeper insights into the sales data.

Cosmic Innovation sends out targeted emails to contacts in Salesforce. However, the marketing manager has found a high percentage of email bounces. As a sales cloud consultant what would be your recommendation to ensure that there is a higher delivery rate? 1. Use a marketing automation platform to send marketing emails. 2. Use a data update rule to ensure that contact emails are current and valid. 3. Utilize logic to not send email again if there is a failure. 4. Use a Lightning Data service to ensure contact emails are current and valid.

4. Use a Lightning Data service to ensure contact emails are current and valid.

The Sales Director wants to be alerted to deals that are greater than $1,000,000. Which tool should you use to achieve this? 1. Ask the Sales Director to create a list view which shows Opportunities greater than 1,000,000 2. Big Deal Alerts 3. Create a report and monitor it daily 4. Workflow - Create a workflow to send an email if an Opportunity amount is great than 1,000,000

4. Workflow - Create a workflow to send an email if an Opportunity amount is great than 1,000,000

How do you delete a user? 1. Using an external application 2. Deleting all information from their profile. 3. Going to their profile and clicking the delete button 4. You cannot delete a Salesforce User

4. You cannot delete a Salesforce User

When the forecast type is Opportunities (Revenue), What fields determine the forecast? (Select all that Apply), A Opportunity Owner B. Total Price C. Split Amount D Amount

A Opportunity Owner D Amount

Universal Containers is expanding sales internationally and has created new price books to handle the various currencies for the five new countries. When a sales representative selects one of the new price books to add a product to an opportunity, there are no products available. What should be evaluated when troubleshooting this issue? A. Confirm that product line items on opportunities are enabled. B. Confirm that the products are shared with the sales representative's role. C. Confirm that the old pricebook is disabled for the sales representative. D. Confirm that the products and currencies are associated with the pricebook.

D. Confirm that the products and currencies are associated with the pricebook.

Universal Containers was bought by a larger company and needs to provide information on a monthly basis to the new parent company to help predict sales. Which data should the new parent company review? A. Dashboard of user login history B. Count of new lead records created C. Number of activities tied to opportunities D. Opportunity pipeline report grouped by month

D. Opportunity pipeline report grouped by month

What are the 5 Forecast Categories?

Pipeline Best Case Commit Closed Omitted

What actions can third-party Data Enrichment apps perform?

Update existing accounts, contacts, and leads, as well as create new records in the existing data set.

How can a manager view forecast amounts that are combined based on multiple forecast categories?

Use cumulative forecast rollups to combine expected opportunity amounts associated with multiple forecast categories.

What is a Junction Object? 1. A Many-to-Many relationship created with two lookup master-detail relationship 2. A Many-to-Many relationship created with two lookup relationships 3. An object type to connect external web services 4. A standard object

1. A Many-to-Many relationship created with two lookup master-detail relationship

What is true about dynamic dashboards: 1. A dynamic dashboard will show data according to the user's security settings 2. In dynamic dashboards, the source reports used can vary according to the user 3. If a user wants to customise the dashboard, they should use a dynamic dashboard 4. A dynamic dashboard will refresh automatically several times a day

1. A dynamic dashboard will show data according to the user's security settings

What are valid cases for Enterprise Territory Management? (2) 1. Account Sharing depends on Account attributes. 2. Leads are managed by Sales Territories. 3. Sales Reps should have a maximum number of Accounts assigned to them. 4. Opportunity access is managed by Sales Territories.

1. Account Sharing depends on Account attributes. 4. Opportunity access is managed by Sales Territories.

All of the following objects may have a queue EXCEPT 1. Accounts 2. Leads 3. Cases 4. Custom Objects

1. Accounts

As part of the sales process, Unique Parts sends a sample of a customized part to the prospect. The account manager then changes the stage of the related opportunity to "Sample Requested". The account mnagaer would like an automatic email to let the customer know that the sample is on the way. The email should include details of the opportunity products. How can a Salesforce Administrator meet this requirement? 1. Implement a workflow action on "Opportunity" to send an email alert using a Visualforce template. 2. Create an Apex trigger that executes when an opportunity is updated, sends and email, and retrieves the details of the opportunity products. 3. Use a flow to send an email alert using a Visualforce template when the opportunity is updated. 4. Create a workflow rule on "Opportunity Product" that sends an email using an HTML email template.

1. Implement a workflow action on "Opportunity" to send an email alert using a Visualforce template. 3. Use a flow to send an email alert using a Visualforce template when the opportunity is updated.

What are the different types of Sharing Rules? (Select all that Apply) 1. Lead Sharing Rules 2. Case Sharing Rules 3. Solution Sharing Rules 4. Account Sharing Rules 5. Custom Object Sharing Rules

1. Lead Sharing Rules 2. Case Sharing Rules 4. Account Sharing Rules 5. Custom Object Sharing Rules

Which of the following are standard Salesforce Objects? 1. Pricebook 2. Opportunity Product 3. Ticket 4. Contract

1. Pricebook 2. Opportunity Product 4. Contract

A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished? 1. Restrict the access to the folder that the dashboard is located 2. Disable access to the dashboard on the users profile 3. Create a sharing rule to restrict the access 4. Restrict the access to the folder that the source report is located

1. Restrict the access to the folder that the dashboard is located

A Salesforce admin wants to define a sharing rule to share records with a public group. Which of the following can be included in a public group? (3) 1. Roles. 2. Profiles 3. Other public groups. 4. Permission sets. 5. Users assigned to specific territories.

1. Roles 3. Other public groups 5. Users assigned to specific territories

Many lead records were created resulting from the latest marketing campaign. Some of the leads are existing customers, but they were created as leads because they are interested in additional products. The sales manager is concerned that duplicate contacts will be created during the lead conversion process. What is true regarding the prevention of duplicates in this situation? (2) 1. Salesforce will automatically identify existing contacts with the same details on lead conversion to avoid duplicates. 2. Duplicate Rules can be implemented to prevent duplicate contacts from being created. 3. The D&B Hoovers app from the AppExchange can be used to identify duplicate records. 4. Validation rules can be used to prevent duplicate contacts from being created.

1. Salesforce will automatically identify existing contacts with the same details on lead conversion to avoid duplicates. 2. Duplicate Rules can be implemented to prevent duplicate contacts from being created.

Sales managers at Cosmic Circle Trading are concerned about low customer data quality in Salesforce. Which options are available to enrich and update account, contact, and lead records using Lightning Data? (2) 1. Select records and fields manually to clean and updated information. 2. Select the Update Status option to fill blank fields with Lightning Data field values. 3. Select records from a list view to clean and update blank information. 4. Use data integration rules to automatically update data as information changes.

1. Select records and fields manually to clean and updated information. 4. Use data integration rules to automatically update data as information changes.

A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:? 1. Summary 2. All Salesforce Reports 3. Tabular 4. Matrix

1. Summary

What can an email template contain? (Select all that apply) 1. Text 2. Macro 3. Attached File 4. Merge Field

1. Text 3. Attached File 4. Merge Field

A users security token will be refreshed every time their password is changed. 1. True 2. False

1. True

Fields which are hidden using Field-Level-Security are still subject to Validation Rules? 1. True 2. False

1. True

Formulas ignore Field Level Security settings 1. True 2. False

1. True

Standard picklist fields cannot be dependent fields 1. True 2. False

1. True

When a lead is converted, it becomes an Account, Contact, and Opportunity (unless you opt out of creating an opportunity) 1. True 2. False

1. True

You can make fields visible, read-only, and required using Page Layouts. 1. True 2. False

1. True

When are Data Validation Rules Enforced? 1. Upon saving a record 2. Upon editing a field 3. Upon opening a record 4. Upon closing the record

1. Upon saving a record

In Enterprise Territory Management, what is true regarding the default access to Accounts, Opportunities, and Cases in private sharing model? (2) 1. Users in a territory always have at least "view" access to accounts assigned to their territory. 2. Users in a territory can be allowed to view all cases associated with accounts in the territory regardless of ownership. 3. Users in a territory can only either "view" or "view and edit" opportunities associated with accounts in the territory. 4. Users in a territory can always "view, edit, transfer, and delete" accounts assigned to the territory.

1. Users in a territory always have at least "view" access to accounts assigned to their territory. 2. Users in a territory can be allowed to view all cases associated with accounts in the territory regardless of ownership.

Where can you make a field required? (Select all that apply) 1. Validation Rules 2. Page Layouts 3. Record Type 4. Workflow Rule 5. Field Edit page

1. Validation Rules 2. Page Layouts 5. Field Edit page

How many objects may be imported or updated using the data loader in one operation? 1. 5 2. 1 3. 10 4. Unlimited

2. 1

What is the maximum number of Components available on a Dashboard? 1. 5 2. 20 3. 50 4. 10

2. 20

What is a roll-up summary field? 1. A roll-up summary field lets you rollback the data that was changed last week 2. A roll-up summary field is a custom field that aggregates child record information into the parent record 3. The roll-up summary field gives you a summary of the data type and object relationship. 4. The roll-up summary field is accessible via the API

2. A roll-up summary field is a custom field that aggregates child record information into the parent record

You want to give a profile access to a custom object. What would be the best way to do this? 1. Create a new profile and grant access 2. Clone a standard profile and grant additional access 3. Edit a standard profile 4. Create a permission set and assign it to relevant users

2. Clone a standard profile and grant additional access

Which of these objects can you map a field to on lead conversion? 1. Cases 2. Contacts 3. Opportunities 4. Account

2. Contacts 3. Opportunities 4. Account

A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard, how would an administrator enable this? (Select all that apply) 1. Grant the sales manager the "Manage Dynamic Dashboards" permission 2. Create the dashboard as a dynamic dashboard 3. Grant the sales manager the "Drag-and-Drop Dashboard builder" permission 4. Grant the sales manager the "View my Teams Dashboard" permission

2. Create the dashboard as a dynamic dashboard 4. Grant the sales manager the "View my Teams Dashboard" permission

What happens when a user clicks on a social network icon on a Salesforce record? (3) 1. Each social network website is displayed in a separate tab of the browser. 2. If a social profile is not associated with a record, the user can search and select which profile to use. 3. The user is prompted to login to each social network if they are not already logged in. 4. The social viewer displays information from all available social networks in a single view. 5. The social viewer displays information from each social network if a user is logged in.

2. If a social profile is not associated with a record, the user can search and select which profile to use. 3. The user is prompted to login to each social network if they are not already logged in. 5. The social viewer displays information from each social network if a user is logged in.

Sales representatives of Cosmic Innovations would like to access social network profiles of accounts, contacts, and leads within Salesforce. what is true about the "Social Accounts, Contacts, and Leads" feature? (2) 1. "Social Accounts, Contacts, and Leads" needs to be enabled by the Salesforce admin in Setup. 2. It is required to login to the social network to view posts from the account, contact, or lead. 3. Only public social media posts can be viewed. 4. Twitter profiles can be linked to accounts, contacts, and leads.

2. It is required to login to the social network to view posts from the account, contact, or lead. 4. Twitter profiles can be linked to accounts, contacts, and leads. "Social Accounts, Contacts, and Leads" is automatically enabled by default, so it doesn't need to be added. The posts you see are based on your own Twitter's access to the account's Twitter profile.

Which two options are selected in a Forecast Type? 1. Amount 2. Measurement 3. Forecast Date 4. Close Date

2. Measurement 3. Forecast Date

What should a system administrator use to disable access to a custom application for a group of users? 1. Web Tabs 2. Profiles 3. Page Layouts 4. Sharing Rules

2. Profiles

Which of the following steps should be completed when preparing for Sales Cloud deployment? (3) 1. Provide user access and permissions. 2. Replicate changes based on production. 3. Stope changes in production. 4. Conduct user training. 5. Create a staging environment.

2. Replicate changes based on production. 3. Stope changes in production. 5. Create a staging environment.

Quotes & Opportunities are part of which cloud product? 1. Marketing Cloud 2. Sales Cloud 3. Analytics Cloud 4. Service Cloud

2. Sales Cloud

A user would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use? 1. Joined 2. Tabular 3. Summary 4. Matrix

2. Tabular

What is true regarding the territory hierarchy in Enterprise Territory Management? (3) 1. The territory hierarchy is visible in tree view only. 2. Territories can be created, edited, and deleted from the territory hierarchy. 3. The territory hierarchy is always based on geographical attributes. 4. Accounts are visible to users in territories where the Accounts are assigned, and to those above them in the territory hierarchy. 5. A user can be assigned to multiple territories.

2. Territories can be created, edited, and deleted from the territory hierarchy. 4. Accounts are visible to users in territories where the Accounts are assigned, and to those above them in the territory hierarchy. 5. A user can be assigned to multiple territories.

Exec events would like to automatically generate a Quote when the customer has verified their interest in a specific Product and the Opportunity is at a certain sales stage. they would also like a Contract to be automatically generated and sent when the sales rep changes the status to "Closed - Won". Both documents will need to be sent as a PDF. What solution should they proceed with? 1. Third-party AppExchange email management product. 2. Third-party AppExchange document generation product. 3. Standard Salesforce email document and template attachements. 4. Salesforce email containing custom content and template attachments.

2. Third-party AppExchange document generation product.

A roll-up summary field requires a Master Detail relationship 1. False 2. True

2. True

A user can still report on a field they have access to, if it is hidden from the page layout 1. False 2. True

2. True

Is it possible for a user to own a record and not see it? 1. False 2. True

2. True

To allow sales reps to easily access Twitter profiles of the accounts they manage, the Salesforce Admin has enabled the Social Accounts, Contacts, and Leads feature. However, sales reps are reporting that they are not able to see any Twitter component on the account details page. What is a possible cause? 1. The social features have only been enabled for Contacts and Leads. 2. Twitter is disabled in the user's personal settings. 3. The News feature is not enabled in the Account Settings in setup. 4. The Twitter Access permission is not enabled for the sales reps.

2. Twitter is disabled in the user's personal settings.

Once an opp is won, the sales administrator should be notified immediately to prepare a contract. In addition, if the opp is greater than $100,000, an email should be sent to the sales director. How can this requirement be met? (2) 1. Created a workflow rule with two immediate workflow actions. 2. Use Process Builder to create a task and send an email. 3. Use two record-triggered flows, triggered by the change in the sales stage and amount criteria. 4. Create two workflow rules, each having one immediate workflow action.

2. Use Process Builder to create a task and send an email. 4. Create two workflow rules, each having one immediate workflow action.

What is a Bucket Field? 1. A custom field that can be created to group values 2. Used in reports to categorise and group report values 3. A custom field that can be created to store a finite amount of values 4. Used to group multiple workflows

2. Used in reports to categorise and group report values

What are the ways leads can be captured with Salesforce? (Choose two answers) 1. Email to Lead 2. Web to Lead 3. Lead Import 4. Lead Assignment

2. Web to Lead 3. Lead Import

In which scenarios will the sharing button appear? 1. When the sharing model for the object is private 2. When the sharing model for the object is private or public read only 3. When the sharing model for the object is public read/write 4. It will always appear

2. When the sharing model for the object is private or public read only

Can you uninstall an App Exchange application once it has been deployed? 1. No 2. Yes

2. Yes

A number of custom fields have been created on the Lead object. What is true regarding how these fields can be mapped during lead conversion? (2) 1. Custom Lead fields can only be mapped to Account, Contact or Opportunity standard fields. 2. Custom Lead fields can be mapped to Account, Contact, or Opportunity standard or custom fields. 3. Custom Lead fields can be mapped to any custom fields on Account, Contact, or Opportunity, however the field type must be compatible. 4. Custom Lead fields can only be mapped to Account, Contact, or Opportunity custom fields.

3. Custom Lead fields can be mapped to any custom fields on Account, Contact, or Opportunity, however the field type must be compatible. 4. Custom Lead fields can only be mapped to Account, Contact, or Opportunity custom fields.

Which of the following fields CANNOT be a controlling field for Dependent Picklists? 1. Standard Checkbox 2. Custom Picklist 3. Custom Multi-Select Picklist 4. Custom Checkbox 5. Standard Picklist

3. Custom Multi-Select Picklist

Gauge and metric dashboard component types are based on what from a report? 1. Average 2. Chart 3. Grand Total 4. Sum

3. Grand Total

The admin of Cosmic Solutions has received a new requirement for a group of users in Salesforce. These users should be able to access the accounts they own and have visibility to all th echild accounts within any hierarchies, regardless of ownership. The organization-wide setting for Account object is set to "Private." Which of the following is true regarding user access to the child account records? 1. A sharing rule can be created to share the account within an account hierarchy. 2. If a user has access to a parent account, they will have access to child account records. 3. If a user has access to a parent account, access to child accounts will need to be added manually. 4. If the "Grant Access using Hierarchies" option is set on accounts, users will have access to all accounts with an account Hierarchy.

3. If a user has access to a parent account, access to child accounts will need to be added manually. The account hierarchy has no impact on data sharing and visibility, only to establish relationships between multiple accounts/companies. Grant Access with Hierarchies applies only to the Role Hierarchy of your Salesforce org.

A company wants to track user adoption after implementation. What would be the best option to capture user adoption metrics? (2) 1. Hire a third-party to create a set of dashboards. 2. Create a series of adoption dashboards. 3. Install "Salesforce Adoption Dashboards" from the AppExchange. 4. Use the default "Adoption Dashboard" automatically created.

3. Install "Salesforce Adoption Dashboards" from the AppExchange. 4. Use the default "Adoption Dashboard" automatically created.

What permissions are needed to import leads and contacts to a Campaign? 1. Marketing user profile 2. Marketing User permission set 3. Marketing user checkbox & profile 4. Marketing user checkbox on user.

3. Marketing user checkbox & profile

If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object? 1. Role Hierarchy 2. Page Layout 3. Profile 4. Record Type

3. Profile

What is conditional highlighting for reports? 1. You can set conditions that when met, will report the calculated fields 2. Lets you make calculations on custom fields 3. Shows you visual highlights depending on a threshhold 4. Users can highlight particularly interesting parts of a report

3. Shows you visual highlights depending on a threshhold

An Marketing manager would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use: 1. Matrix 2. Summary 3. Tabular 4. Mailing

3. Tabular

What type of report cannot be used to populate a chart in a dashboard? 1. Summary 2. Matrix 3. Tabular

3. Tabular

GC wants to ensure that all new opportunities created by sales reps automatically follow the naming convention "Account Name - Opportunity Type - Opportunity Name". What would a Sales Cloud consultant suggest to meet this requirement? (2) 1. Create a validation rule to check the Opportunity Name. 2. Create a trigger to update the Opportunity name when the Opportunity is created. 3. Use a workflow field update. 4. User Process Builder to update the Opportunity name referencing the related Account.

3. Use a workflow field update. 4. User Process Builder to update the Opportunity name referencing the related Account.

A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used: 1. Web to Case 2. Email to Case 3. Case Escalation Rules 4. Case Assignment Rules

4. Case Assignment Rules

Solar Solutions uses Enterprise Territory Management and has an active territory model that includes the California territory. The company would like to route all leads from California to the reps in the California territory. How can the Salesforce Administrator accomplish this in the best way possible? 1. Create a sharing rule that assigns the California leads to the reps in the California territory. 2. Create a public group and assign each rep in California to the group. 3. Create a queue and assign each rep in California to the queue. 4. Create a queue and assign the California territory to the queue.

4. Create a queue and assign the California territory to the queue.

An Approval Process begins when a record is.. 1. Created 2. Saved 3. Edited 4. Submitted for Approval

4. Submitted for Approval

Sales management at Universal Containers needs to provide channel partners with easy access to approved product documentation. They also need to notify partners about the material revisions and updates. How can they achieve these goals in Salesforce? A. Enable Content in the Partner Community and enable Content email alerts for partner users. B. Enable the Document tab in the Partner Community and enable email alerts for partner users. C. Add the Content related list to the partner contact page layout and enable content delivery. D. Add the Content related list to the partner account page layout and enable content delivery.

A. Enable Content in the Partner Community and enable Content email alerts for partner users.

When Importing revenue quota data using Data Loader, what information must be included in the import file? (Select all that apple). A. User record ID B. User Full Name C. Start date of the forecast period D Quota Amount E. Quota Quantity

A. User record ID C. Start date of the forecast period D Quota Amount

Where is the "View Hierarchy" link enabled?

Account Settings

Universal Containers is using Salesforce and has set up a private sharing model. Sam is a sales executive who reports to John, a sales manager. Sam has ownership of the ABC Company account record and has created an opportunity for ABC Company. There is a sharing rule that allows the finance team to see all accounts and opportunities. Which statement about data visibility is true? A. John and Sam can see all of the same data B. John can see all of Sam's data but Sam CANNOT see all of John's data. C. The finance team must be added to the sales team in order to see Sam's opportunity. D. John must be added to the sales team in order to see Sam's opportunity.

B. John can see all of Sam's data but Sam CANNOT see all of John's data.

When using Collaborative forecasts, which forecast category is not included in the forecast? A. Closed B. Omitted C. Pipeline D. Best Case

B. Omitted

When the billing address on an account is changed, the mailing address of all related contact records should be updated to reflect the new address. How can this requirement be met? A. Create a workflow rule on accounts. B. Create a workflow rule on contacts. C. Create a process on accounts using Process Builder. D. Create a Force.com trigger on contacts

C. Create a process on accounts using Process Builder.

Which tools are available for migrating changes to production?

Changes Sets Ant Migration Tools Visual Studio Code

A sales Order must have which three details of agreement between company and customer?

Quantity Price Date

How does Salesforce decide between creating a Person Account or Company Account?

Salesforce searches for a value in the 'Company' field of the lead record; if it is blank, a person account and opportunity are created.

Is it possible to share a custom object record manually? 1. True 2. False

True