Udemy practice exam 3, udemy practice exam 1, udemy practice exam 2

Ace your homework & exams now with Quizwiz!

Which two statements about products and price books are true? Choose 2 answers. a. A product can have different list prices in different price books. b. Price books that contain assets CANNOT contain products. c. The standard and list price for a product can be listed in multiple currencies. d. Products without a price are automatically added to the standard price book.

a. A product can have different list prices in different price books. c. The standard and list price for a product can be listed in multiple currencies. A single price book can have prices in multiple currencies for a product. A product can have different list prices in different price books. https://help.salesforce.com/articleView?id=products_pricebooks.htm&type=5

The CK sales manager wants to boost productivity by providing insights for sales reps at the start of each day. Which three sales-specific standard Lightning components should an administrator add to the homepage to meet this requirement? Choose 3 answers a. Activities b. Assistant c. Path d. Performance Chart e. Key Deals

a. Activities b. Assistant d. Performance Chart https://help.salesforce.com/s/articleView?id=sf.basics_organize_day.htm&type=5

UMS is noticing a decrease in deals with a cross-sell opportunity type and wants to share all cross-sell opportunities with a team of subject matter experts in their organization. The company has different roles, and the organization-wide default for Opportunity is set to Private. How should the administrator accomplish this? a. Add the subject matter experts to a public group and give them access to the records with a criteria-based sharing rule. b. Create a new role for the subject matter experts and give them access to the records with an owner-based sharing rule. c. Change the organization-wide default for Opportunity from Private to Public Read/Write to open up access for the subject matter experts. d. Enable territory management, assign the subject matter experts to the same territory, and give them access to the records with manual sharing.

a. Add the subject matter experts to a public group and give them access to the records with a criteria-based sharing rule. A criteria-based sharing rule determines with whom to share records based on field values. https://help.salesforce.com/s/articleView?id=sf.security_sharing_rule_types.htm&type=5

UC customers have provided feedback that their support cases are not being responded to quickly enough. UC wants to send all unassigned Cases that have been open for more than 2 hours to an urgent Case queue and alert the support manager. Which feature should an admin configure to meet this requirement? a. Case Escalation Rules b. Case Assignment Rules c. Case Dashboard Refreshes d. Case Scheduled Reports

a. Case Escalation Rules Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry. You can create rule entries, which define criteria for escalating a case, and escalation actions, which define what happens when a case escalates.

The administrator at UC wants to add branding to Salesforce. Which two considerations should the administrator keep in mind? Choose 2 answers a. Chatter external users see the built-in Lightning blue theme only. b. Up to 150 custom themes can be created, modified, or cloned from the built-in themes. c. Only one theme can be active at a time, and a theme applies to the entire org. d. Themes apply to Salesforce Classic and to the Salesforce mobile app.

a. Chatter external users see the built-in Lightning blue theme only. c. Only one theme can be active at a time, and a theme applies to the entire org. Keep these considerations in mind when working with themes: - Only one theme can be active at a time, and a theme applies to your entire org. - By default, orgs use the built-in Lightning Blue theme. - You can create up to 300 custom themes, but you can't modify or clone the built-in themes provided by Salesforce. - Themes don't apply to Salesforce Classic or to mobile. - Chatter External users see the built-in Lightning Blue theme only. - Even if you haven't selected the option to override themes in the App Manager, your app's brand image and color always override the Lightning Lite and Lightning Blue themes. - For optimum visibility, we use an accessible version of your brand colors. https://help.salesforce.com/s/articleView?id=sf.brand_your_org_in_lightning_experience.htm&type=5

The client services and customer support teams share the same profile but have different permission sets. The custom object Retention related list needs to be restricted to the client services team on the Lightning record page layout. What should the administrator use to fulfill this request? a. Component Visibility b. Page Layout Assignment c. Sharing Settings d. Record Type Assignment

a. Component Visibility Control when a component appears on a Lightning page by adding filter conditions and logic to its properties in the Lightning App Builder. Component visibility properties appear when you select a component on a record, app, or Home page in the Lightning App Builder.

Universal Container has made a decision to switch monthly sales performance reviews to quarterly sales reviews. Which feature of Collaborative Forecast allows a System Administrator to ensure that Salesforce Collaborative Forecasting matches the company's quarterly sales performance review? a. Configure Default Forecast Display b. Enable Forecast Adjustments c. Enable Forecast Roll-ups d. Configure Forecast Types

a. Configure Default Forecast Display https://help.salesforce.com/articleView?id=forecasts3_monthly_quarterly_concepts.htm&type=5

NTO wants emails received from customers to generate cases automatically. How should the admin ensure that the emails are sent to the correct queue? a. Configure Email-to-Case so emails are delivered to the correct queue. b. Use a custom email service to set the owner of the case upon creation. c. Create an Escalation Rule to send cases to the correct queue. d. Utilize a flow to identify the correct queue and assign the case.

a. Configure Email-to-Case so emails are delivered to the correct queue. Set up Email-to-Case to efficiently resolve customer issues. Salesforce automatically creates cases and auto-populates case fields when customers send messages to the email addresses you specify.

Support agents at CK are spending too much time finding resources to solve customer cases. The agents need a more efficient way to find documentation and similar cases from the Case page layout. How should an administrator meet this requirement? a. Configure Knowledge with articles and data categories. b. Direct users to Global Search to look for similar cases. c. Create a custom object to capture popular Case resolutions. d. Use an interview flow to capture Case details.

a. Configure Knowledge with articles and data categories. Your Salesforce Knowledge base is built from knowledge articles, which are documents of information. Articles can include information on the process, like how to reset your product to its defaults, or frequently asked questions, like how much storage your product supports. Data categories are used in Salesforce to organize and control access to groups of information. Data categories are used in Salesforce Knowledge, Ideas, Answers, and Chatter Answers. https://help.salesforce.com/s/articleView?id=sf.knowledge_whatis.htm&type=5

The marketing team at UMS wants to send a personalized email whenever a lead fills out the Web-to-Lead form on their website. They want to send different messages based on the Lead Industry field value. What should an admin configure to meet this requirement? a. Configure an Auto-Response Rule to email the lead. b. Create an Assignment Rule to email the lead. c. Add a public group and Process Builder to email the lead. d. Use a Validation Rule to trigger Workflow to email the lead.

a. Configure an Auto-Response Rule to email the lead. Auto-response rules let you automatically send email responses to lead or case submissions based on the record's attributes. For example, you can send an automatic reply to customers to let them know someone at your company received their inquiry.

NTO wants to use Contact Hierarchy in its org to display Contact association. What should the administrator take into consideration regarding the Contact Hierarchy? a. Contacts displayed in the Contact Hierarchy are limited to record-level access by the user. b. Sharing settings are ignored by contacts displayed in the Contact Hierarchy. c. Customizing hierarchy columns changes the Recently Views Contacts list view. d. Contact Hierarchy is limited to only displaying 3000 contacts at one time.

a. Contacts displayed in the Contact Hierarchy are limited to record-level access by the user. https://help.salesforce.com/s/articleView?id=sf.contacts_hierarchy_lex.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.contacts_hierarchy_considerations_lex.htm&type=5

DR agents are double-booking open house event nights. The events manager wants an event submission process to help agents fill in event details and request dates. How should an administrator accomplish this request? a. Create a campaign for agents to request event dates. b. Create a workflow rule to update the Event Date field. c. Create an approval process on the Campaign object. d. Create a sharing rule so that other agents can view events.

a. Create a campaign for agents to request event dates. https://help.salesforce.com/s/articleView?id=sf.sales_core_bring_in_leads.htm&type=5

DH Realty just announced its new Home Concierge offering. This product is unlike anything the company has offered in the past and follows a different business model. What should the admin configure to meet this requirement? a. Create a new sales process. b. Create a quick action. c. Create a new Opportunity product. d. Create a new approval process.

a. Create a new sales process. Use multiple business processes to display different picklist values according to each user's profile. Use multiple business processes to track separate sales, support, and lead lifecycles.

AW Computing wants to prevent users from updating the Account Annual Revenue field to be a negative value or an amount more than $100 billion. How should an administrator accomplish this request? a. Create a validation rule that displays an error if Account Revenue is below 0 or greater than 100 billion. b. Build a scheduled report displaying Accounts with Account Revenue that is negative or greater than 100 billion. c. Make the Account Revenue field required on the page layout. d. Enable Account Revenue limits in Setup, with 0 as the minimum and 100 billion as the maximum. Explanation Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. #Link: https://help.salesforce.com/s/articleView?id=sf.fields_defining_field_validation_rules.htm&type=5

a. Create a validation rule that displays an error if Account Revenue is below 0 or greater than 100 billion. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. https://help.salesforce.com/s/articleView?id=sf.fields_defining_field_validation_rules.htm&type=5

The support team has asked the System Administrator to automate the notification of a customer's support plan ending - they would like for the Customer Support Rep to receive an email 30 days before the Support Plan Expires (the Support Plan Expiration Date is on the Account record). What will the System Administrator do? a. Create a workflow rule with a time-based trigger to fire 30 days before the Support Plan Expiration Date and use an email action to notify the assigned Support Rep b. Create a workflow rule with immediate action to email the Support rep but with a due date of 30 days before the Support Expiration Date c. Create an Apex trigger to fire 30 days before the Support Plan Expiration Date and use an email action to notify the assigned Support Rep d. This cannot be done

a. Create a workflow rule with a time-based trigger to fire 30 days before the Support Plan Expiration Date and use an email action to notify the assigned Support Rep Time-dependent actions are executed at a specific time, such as 10 days before a record's close date. When that specific time passes, the workflow rule re-evaluates the record to make sure that it still meets the rule criteria. If the record does, the workflow rule executes those actions. https://help.salesforce.com/articleView?id=workflow_time_dependent.htm&type=5

An analytics user at CK needs Read, Create, and Edit access for objects and should be restricted from deleting any records. What should the administrator do to meet this requirement? a. Create and assign a custom profile with Delete access removed for each object. b. Assign the standard System Administrator profile to the analytics user. c. Give the user View All access and assign them to the highest role in the role hierarchy. d. Create and assign a permission set that includes Read, Create, and Edit access.

a. Create and assign a custom profile with Delete access removed for each object. https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/users_profiles_object_perms.htm

UC's administrator has been asked to create a many-to-many relationship between two existing custom objects. Which two steps should the administrator take when enabling the many-to-many relationship? Choose 2 answers a. Create two master-detail relationships on the new object. b. Create URL fields on a custom object. c. Create a junction with a custom object. d. Create two lookup relationships on the new object.

a. Create two master-detail relationships on the new object. c. Create a junction with a custom object. A custom object with two master-detail relationships. Using a custom junction object, you can model a "many-to-many" relationship between two objects. https://help.salesforce.com/s/articleView?id=sf.relationships_manytomany.htm&type=5

Sales users at CK are requesting that the data in the Industry field on the Account object displays on the Opportunity page layout. Which type of field should an admin create to accomplish this? a. Cross-object formula field b. Custom Account field c. Master-detail relationship field d. Standard Account field

a. Cross-object formula field A Cross-object formula is a formula that spans two related objects and references merge fields on those objects. A cross-object formula can reference merge fields from a master ("parent") object if an object is on the detail side of a master-detail relationship. A cross-object formula also works with lookup relationships.

A user at UC left the company. The administrator needs to create a new user for their replacement, but they have assigned all available user licenses. What should the administrator do to free up a user license for the new user? a. Deactivate the former employee's user record. b. Delete the former employee's user record. c. Freeze the former employee's user record. d. Change the former user's record to the new user.

a. Deactivate the former employee's user record. You can deactivate users, but you can't delete them outright. https://help.salesforce.com/s/articleView?id=sf.how_to_deactivate_users.htm&type=5

What are three settings an administrator should configure to make it easy for approvers to respond to approval requests? Choose 3 answers a. Enable the organization's email approval response setting. b. Create a flow to automatically approve all records. c. Add the items to Approve component to the approvers' home page. d. Update the organization's Chatter settings to allow approvals. e. Specify initial submission actions within the approval process.

a. Enable the organization's email approval response setting. c. Add the items to Approve component to the approvers' home page. d. Update the organization's Chatter settings to allow approvals. 1) Email Notification: Depends on the Receive Approval Request Emails field in your approver preferences. 2) Home: Depends on if your admin added the Items to Approve component to your home page. From the Home tab, respond from the Items to Approve component. 3) Chatter: Depends on if your admin has enabled Approvals in Chatter and you haven't opted out of receiving approval requests through Chatter posts. https://help.salesforce.com/s/articleView?id=sf.approvals_processing_approval_requests_parent.htm&type=5

Which three aspects of standard fields should an admin customize? Choose 3 answers a. Field history tracking b. Field name c. Help text d. Decimal places e. Picklist values

a. Field history tracking c. Help text e. Picklist values You can customize several aspects of standard fields, such as the values in picklists, the format for auto-number fields, tracking field history, lookup filters on relationship fields, and field-level help. **Field-level help lets you provide help text detailing the purpose and function of any standard or custom field. Before defining field-level help, review these implementation tips and best practices.**

The support manager at CK wants to respond to customers as quickly as possible. They have requested that the response include the top five troubleshooting tips that could help solve the customer's issue. What should the admin suggest to meet these requirements? a. Knowledge Articles b. Assignment Rules c. Auto-Response Rules d. Email Alerts

a. Knowledge Articles Create and manage a knowledge base with your company information, and securely share it when and where it's needed.

An administrator at DR wants an easier way to assign cases based on agent capacity and skill set. Which feature should the administrator enable to meet this requirement? a. Omni-Channel b. Territory Management c. Escalation Rules d. Knowledge Management

a. Omni-Channel Omni-Channel routes the work to the first agent who has all requested skills and who is available (that is, has the capacity to take the work item). https://help.salesforce.com/s/articleView?id=sf.omnichannel_skills_based_routing.htm&type=5

Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity. Which tool should an administrator use to meet this requirement? a. Path Key Fields b. Workflow Rules c. Dynamic Forms d. Opportunity Processes

a. Path Key Fields At each step of a path, you can highlight key fields and include customized guidance for success. https://help.salesforce.com/s/articleView?id=sf.path_overview.htm&type=5

The administrator for AW Computing is working with a user who is having trouble logging in to Salesforce. What should the administrator do to identify why the user is unable to log in? a. Review the login history. b. Review the password history. c. Review the password policies. d. Review the security token.

a. Review the login history. As an admin, you can monitor all login attempts to your Salesforce org and Experience Cloud sites. The Login History page shows up to 20,000 records of user logins for the past 6 months. https://help.salesforce.com/s/articleView?id=sf.users_login_history.htm&type=5

The administrator at CK is trying to debug a screen flow that creates contacts. One of the variables in the flow is missing on the debug screen. What could cause this issue? a. The Available for Input checkbox was unchecked. b. The Available for Output checkbox was unchecked. c. The flow is an inactive version. d. The field type is unsupported by Debugging.

a. The Available for Input checkbox was unchecked. When a variable is available for input, it can be set at the start of the flow, such as when a flow is started from a Lightning page, a process, or another flow. When a variable is available for output, it can be accessed throughout the flow, such as by a Lightning web component or another flow. https://help.salesforce.com/s/articleView?id=sf.flow_ref_resources_variable.htm&type=5

An admin at CK wants to deactivate a user who has left the company. What can prevent a user from being deactivated? Choose 2 answers a. The user is the recipient of a workflow Email alert. b. The user is the highest role in the role hierarchy. c. The user is part of a territory hierarchy. d. The user is in a custom hierarchy field.

a. The user is the recipient of a workflow Email alert. d. The user is in a custom hierarchy field. You're prevented from activating a user if the user is the: - default owner of leads - default or automated case owner - default lead creator or owner - default workflow user - recipient of a workflow email alert - a user selected in a custom hierarchy field - a customer portal administrator.

The administrator at UMS has created a custom report type and built a report for the sales operations team. However, none of the users are able to access the report. Which two options could cause this issue? Choose 2 answers a. The user's profile is missing View access. b. The report is saved in a private folder. c. The custom report type is in development. d. The org has reached its limit for custom report types.

a. The user's profile is missing View access. b. The report is saved in a private folder. The reports or dashboards in a private folder are always invisible to everyone except the person who created the folder. https://help.salesforce.com/s/articleView?id=sf.analytics_sharing.htm&type=5

CK needs to be able to show different picklist values for sales and marketing users. Which two options will meet this requirement? Choose 2 answers a. Two page layouts, one record type, two picklists. b. One page layout, two record types, one picklist. c. One record type, two profiles, one picklist. d. Two permission sets, one record type, one picklist.

a. Two page layouts, one record type, two picklists. b. One page layout, two record types, one picklist. A user's profile determines which page layout he or she sees. In addition, if your organization is using record types for a particular object, the combination of the user's profile and the record type determine which page layout is displayed when a user views records for that object. https://help.salesforce.com/s/articleView?id=sf.customize_layoutassign.htm&type=5

CK has a new admin who is asked to put together a memo detailing Salesforce usage to budget for upcoming license purchases. Where should the admin go to find out what type of licenses CK has purchased and how many of them are available? a. User licenses related list in company information b. Usage-based entitlements related list in company information c. Search for license types in setup d. User management settings in setup

a. User licenses related list in company information 1. From Setup, enter Company Information in the Quick Find box, then select Company Information. 2. See the User Licenses related list.

The sales team at UMS has asked the administrator to automate an outbound message. What should the administrator utilize to satisfy the request? a. Workflow Rule b. Task Assignment c. Process Builder d. Assignment Rule

a. Workflow Rule https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5

Sales reps at CK want to be notified when they have a high likelihood of winning an opportunity over $1,000,000. Which feature meets this requirement? a. Big Deal Alerts b. Key Deals c. Performance Chart d. Activity Timeline

a. big deal alerts Big Deal Alerts: Automatically email your users whenever an opportunity reaches a threshold of amount and probability.

The VP of sales at CK is receiving an error message that prevents him from saving an opportunity. The admin attempted the same edit without receiving an error. How to tackle this issue? a. log in as the user b. view the setup audit Trail c. edit the page layout d. review the sharing model

a. log in as the user To help troubleshoot user issues, admins can log in to a Salesforce org as the user experiencing the problem. Depending on your org settings, an individual user can be prompted to grant login access to an admin.

Which item is available in a Lightning App where visibility is limited to the Salesforce mobile app? a. Utility Bar b. Home Page c. Today d. Favorites

a. utility bar The utility bar is a specialized type of Lightning page that gives your users quick access to common productivity tools, like Notes and Recent Items.

The administrator at CK has been told that users are unable to add repeating tasks in Salesforce. Which two solutions should the administrator use to ensure users are able to do this? Choose 2 answers a. Disable Shared Activities. b. Add Create Recurring Series of Tasks field on page layouts. c. Turn on Task Notifications Service. d. Enable Creation of Recurring Tasks in Activity Settings.

b. Add Create Recurring Series of Tasks field on page layouts. d. Enable Creation of Recurring Tasks in Activity Settings. 1. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. 2. Select Enable Creation of Recurring Tasks. 3. Click Submit. 4. Add the Create Recurring Series of Tasks field to the Task Detail section of your org's Task page layouts. https://help.salesforce.com/s/articleView?id=sf.tasks_enable_recurring_tasks_lex.htm&type=5

Users at CK want to see information more useful for their role on the Case page. How should an admin make the pages more dynamic and easier to use? a. Include more tab components with filters. b. Add component visibility filters to the components. c. Delete the extra components from the page. d. Remove fields from the record details component.

b. Add component visibility filters to the components. Component visibility properties appear when you select a component on a record, app, or Home page in the Lightning App Builder. This behavior applies to standard components, custom components, and components from AppExchange.

NTO wants to track ROI for contacts that are key stakeholders for opportunities. The VP of sales requested that this information be accessible on the opportunity and available for reporting. Which two options should the administrator configure to meet these requirements? Choose 2 answers a. Customize Campaign Role. b. Add the Opportunity Contact Role related list to the Opportunity page layout. c. Customize Campaign Member Role. d. Add the Campaign Member related list to the Opportunity page layout. e. Customize Opportunity Contact Role.

b. Add the Opportunity Contact Role related list to the Opportunity page layout. e. Customize Opportunity Contact Role. Opportunity contact roles let your sales team know who to contact and when for each deal. In Lightning Experience, you can give your sales reps even more insight into their opportunity contacts by customizing the opportunity contact role object. To view the contact records in the Opportunity Contact Role related list, you must have the proper user permissions and sharing access to those records.

An admin at DH Realty needs to create customized pages for the Salesforce mobile app. Which two types of pages could an admin build and customize using the Lightning App builder?Choose 2 answers a. User page b. App page c. Dashboard page d. Record page

b. App page d. Record page You can create different types of Lightning pages with the Lightning App Builder. - App page - Home page - Record Page - Email application pane

UMS wants to assist users with a guided expense report process to simplify submissions, routing, and authorizations. Which two tools should an administrator use to build this solution? Choose 2 answers a. Validation Rule b. Approval Process c. Flow Builder d. Quick Action

b. Approval Process c. Flow Builder https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5

The administrator for CK needs to give access to a new custom object with custom fields to more than one User. Which two options should an administrator use to meet this requirement? Choose 2 answers a. Edit organization-wide defaults b. Assign permission set group to Users c. Add to the manual sharing list d. Create a permission set

b. Assign permission set group to Users d. Create a permission set A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users' functional access without changing their profiles. https://help.salesforce.com/s/articleView?id=perm_sets_overview.htm&type=5&language=en_US

The administrator at CK has been asked to change the company's Shoe Style field to prevent users from selecting more than one style on a record. Which two steps should an administrator do to accomplish this? Choose 2 answers a. Select the "Choose only one value" checkbox on the picklist field. b. Back up the Shoe Style values in existing records. c. Change the field type from a multi-select picklist field to a picklist field. d. Reactivate the appropriate Shoe Style values after the field type changes.

b. Back up the Shoe Style values in existing records. c. Change the field type from a multi-select picklist field to a picklist field. Picklist: Lets users select a single value from a list that you define. Picklist (multi-select): Allows users to select more than one picklist value from a list that you define. https://help.salesforce.com/s/articleView?id=sf.custom_field_types.htm&type=5

Which three items are available in the mobile navigation menu? Choose 3 answers a. Utility Bar b. Chatter c. Lightning Home Page d. Lightning App Pages e. Dashboards

b. Chatter d. Lightning App Pages e. Dashboards https://help.salesforce.com/s/articleView?id=sf.salesforce_app_customize_nav_menu.htm&type=5

A new sales rep at UMS has a qualified lead that is ready for conversion. When using the Lead conversion process which two records can be created? Choose 2 answers a. Campaign b. Contact c. Account d. Case

b. Contact c. Account After you qualify your leads, convert them to contacts, accounts, and opportunities.

The events manager at DHR has a hot lead from a successful open house that needs to become a Contact with an associated Opportunity. How should this be accomplished from the Campaign keeping the associated Campaign Member history? a. Add a Contact from the Campaign Member Detail page. b. Convert the lead from the Campaign Member Detail page. c. Clone the lead and convert the cloned record to a Contact. d. Delete the lead and create a new Contact and Opportunity.

b. Convert the lead from the Campaign Member Detail page. From the campaign member detail page, you can edit, delete, or clone a campaign member record. Additionally, if the campaign member is based on a lead, you can convert the lead; if the campaign member is based on a contact, you can create an opportunity. https://help.salesforce.com/s/articleView?id=sf.campaigns_members_detail.htm&type=5

Cloud Kicks wants to track shoe designs by product. Shoe designs should be unable to be deleted, and there can be multiple designs for one product across various stages. Which two steps should the admin configure to meet this requirement? Choose 2 answers a. Add a custom master-detail field for shoe designs on the Product object. b. Create a custom object for shoe designs. c. Configure a custom lookup field for shoe designs on the Product object. d. Use the standard object for designs.

b. Create a custom object for shoe designs. c. Configure a custom lookup field for shoe designs on the Product object. If the lookup field is optional, you can specify one of three behaviors to occur if the lookup record is deleted: 1) Clear the value of this field This is the default. 2) Don't allow deletion of the lookup record that's part of a lookup relationship If you have dependencies built on the lookup relationship, such as a workflow rule, this option doesn't allow the lookup record to be deleted. 3) Delete this record also Available only if a custom object contains the lookup relationship, not if it's contained by a standard object.

CK has a custom object named Shoe. The admin has been asked to ensure that a relationship is created between Account and Shoe to prevent orphaned shoe records. What should the admin do to complete this requirement? a. Create a hierarchical lookup b. Create a master-detail lookup c. Create an indirect lookup d. Create an encrypted lookup

b. Create a master-detail lookup The Salesforce lookup relationship has no relation with other records. It does not depend on any other objects, whereas a master-detail relationship has an association with other records.

NTO has hired interns to enter Leads into Salesforce and has requested a way to identify these new records from existing Leads. What approach should an administrator take to meet this requirement? a. Create a separate Lead Lightning App. b. Define a record type and assign it to the interns. c. Set up Web-to-Lead for the interns' use. d. Update the active Lead Assignment Rules.

b. Define a record type and assign it to the interns. Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each. https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5

Sales reps at UMS are having difficulty managing deals. The leadership team has asked the administrator to help sales reps prioritize and close more deals. What should the administrator configure to help with these issues? a. Einstein Activity Capture b. Einstein Opportunity Scoring c. Einstein Search Personalization d. Einstein Lead Scoring

b. Einstein Opportunity Scoring Let artificial intelligence help you and your team focus on the right opportunities so you can close more deals. Each opportunity is given a score, from 1 to 99, which is available on opportunity records and list views. https://help.salesforce.com/s/articleView?id=sf.einstein_sales_opportunity_scoring.htm&type=5

UC has a Contact Lightning record page with a component that shows Linkedin data. The sales team would like to only show this component to sales users when they are on their mobile phones. Which two solutions should the administrator use to fulfill this requirement? Choose 2 answers a. Filter the component visibility with User > Role > Name = Sales User b. Filter the component visibility with User > Profile > Name = Sales User c. Filter the component visibility with View = Mobile/Tablet. d. Filter the component visibility with Form Factor = Phone.

b. Filter the component visibility with User > Profile > Name = Sales User d. Filter the component visibility with Form Factor = Phone. https://help.salesforce.com/s/articleView?id=sf.lightning_page_components_visibility.htm&type=5

At CK, sales reps use discounts on the opportunity record to help win sales on particular products. When an opportunity is won, they then have to manually apply the discount to the related opportunity products. The sales manager has asked if there is a way to automate this time-consuming task. What should the administrator use to deliver this requirement? a. Formula Field b. Flow Builder c. Approval Process d. Prebuilt Macro

b. Flow Builder A flow is the part of Salesforce Flow that collects data and performs actions in your Salesforce org or an external system. Salesforce Flow provides two types of flows: screen flows and autolaunched flows. To launch a flow internally when a record changes or when a user clicks a button, use an autolaunched flow. https://help.salesforce.com/s/articleView?id=sf.flow.htm&type=5

The admin at AW Computing wants Account details, related lists, and Chatter feeds to each appear on separate tabs when viewing an Account. Which type of page should the admin create? a. Lightning app page b. Lightning page tab c. Lightning record page d. Lightning page component

b. Lightning page tab With the Lightning App Builder, you can create, update, delete, and change the order of tabs and tab sets on record and Home pages in Lightning Experience. Configure the tabs that your users see, name them whatever you like, and add components to each tab.

An administrator needs to create a one-to-many relationship between two objects with limited access to child records. What type of field should the administrator use? a. Lookup field b. Master-detail field c. Roll-up summary d. Cross object formula

b. Master-detail field Master-detail: Closely links objects together such that the master record controls certain behaviors of the detail and subdetail record. https://help.salesforce.com/s/articleView?id=sf.overview_of_custom_object_relationships.htm&type=5

NTO has asked an administrator to ensure that when contact with the title of CEO is created, the contact's account record gets updated with the CEO's name. Which feature should an administrator use to implement this request? a. Quick Actions b. Process Builder c. Workflow Rule d. Validation Rule

b. Process Builder Process Builder supports three types of processes for your automation needs. The type determines what triggers the process. - A record change process starts when a record is created or updated. - An event process starts when a platform event message is received. - An invocable process starts when something else, like another process, invokes it. https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5

CK wants its reports to show a Fiscal Year that starts on February 1 and has 12 months. How should the admin address this requirement? a. Set the Fiscal Year to Custom and the duration to 4 quarters. b. Set the Fiscal Year to Standard and set the starting month as February. c. Set the Fiscal Year to Custom and set the starting month as February. d. Set the Fiscal Year to Standard and the duration to 12 months.

b. Set the Fiscal Year to Standard and set the starting month as February. Standard Fiscal Years: Standard fiscal years follow the Gregorian calendar, but can start on the first day of any month of the year.

A team of support users at CK is helping inside sales reps make follow-up calls to prospects who filled out an "interest form" online. The team currently does not have access to the Lead object. How should an admin provide proper access? a. assign a new role b. configure permission sets c. create a new profile d. set up manual sharing

b. configure permission sets A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users' functional access without changing their profiles.

Sales users at UC are reporting that it is taking a long time to edit opportunity records. Normally, the only field they are editing is the Stage field. Which two options should the administrator recommend to help simplify the process? Choose 2 answers a. Create a simplified Opportunity page layout. b. Configure an auto-launched flow for Opportunity editing. c. Add a Path for the stage to the opportunity record page. d. Use a Kanban list view for Opportunities.

c. Add a Path for the stage to the opportunity record page. d. Use a Kanban list view for Opportunities. Kanban view: Arrange a kanban view to show a graphical view of records in a list view. https://help.salesforce.com/articleView?id=kanban_configuration.htm&type=0 Create paths to guide your users through steps of a business process, such as working an opportunity from a fresh lead to a successfully closed deal. https://help.salesforce.com/articleView?id=sf.path_overview.htm&type=5

The administrator at CK needs to automatically route support cases, regardless of how they are created, to a queue based on case priority. What tool should the administrator use? a. Web-to-Case b. Email-to-Case c. Assignment Rules d. Auto-Response Rules

c. Assignment Rules The rules assign leads and cases to the specified user or queue. https://help.salesforce.com/s/articleView?id=sf.creating_assignment_rules.htm&type=5

UMS wants to know which of its marketing efforts are helping the team win opportunities. What should an admin configure to provide these insights? a. Campaign Hierarchy b. Map Custom Lead fields c. Campaign Influence d. List Email Activities

c. Campaign Influence Campaign Influence is a tool that helps you attribute a percentage of success to influential campaigns.

CK's executives have noticed the Opportunity Expected Revenus field displays incorrect values. How should the administrator correct this? a. Modify the closed-won value associated with the stage. b. Update the expected revenue associated with the stage. c. Change the probability associated with the stage. d. Adjust the forecast category associated with the stage.

c. Change the probability associated with the stage. The probability value is always updated by a change in the stage value, even if the Probability field is marked as read only on your page layout. https://help.salesforce.com/s/articleView?id=sf.opp_fields.htm&type=5

A sales rep at UMS has launched a series of networking events. They are hosting one event per month and want to be able to report on Campaign ROI by month and series. How should the administrator set up the Campaign to simplify reporting? a. Create individual Campaigns that all have the same name. b. Use Campaign Hierarchy where the monthly events roll up to a parent Campaign. c. Configure Campaign Member Statuses to record which event Members attended. d. Add different record types for the monthly event type.

c. Configure Campaign Member Statuses to record which event Members attended. https://help.salesforce.com/s/articleView?id=faq_campaigns_how_can_i_calculate.htm&type=5&language=en_US

Once an opportunity reaches the negotiation stage at CK, the Amount field becomes required for sales users. Sales managers need to be able to move opportunities into this stage without knowing the amount. How should the administrator require this field during the negotiation stage for sales users but allow their managers to make changes? a. Create a formula field to fill in the field for managers. b. Assign the Administrator profile to the managers. c. Configure a validation rule to meet the criteria. d. Make the field required for all users.

c. Configure a validation rule to meet the criteria. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. https://help.salesforce.com/s/articleView?id=sf.fields_defining_field_validation_rules.htm&type=5

An administrator supporting a global team of Salesforce users has been asked to configure company settings. Which two options should the administrator configure? Choose 2 answers a. Password Policy b. Login Hours c. Currency Locale d. Default Language

c. Currency Locale d. Default Language https://help.salesforce.com/s/articleView?id=sf.company_information_fields.htm&type=5

The call center manager at UMS wants to provide agents with a case dashboard that can be drilled down by case origin, status, and owner. What should an administrator add to the dashboard to fulfill the request? a. Combination Chart b. Dashboard Component c. Dashboard Filter d. Bucket Column

c. Dashboard Filter https://help.salesforce.com/s/articleView?id=sf.dashboard_filters_editing.htm&type=5

The administrator at UMS imported records into an object by mistake. Which two tools should be used to undo this import? Choose 2 answers a. Data Import Wizard b. Weekly Data Export c. Data Loader d. Mass Delete Records

c. Data Loader d. Mass Delete Records 1) The Mass Delete Records tools do not support custom objects. If you import custom objects by mistake in Enterprise, Unlimited, Performance, or Developer Edition, your administrator can use the Data Loader to mass delete the mistakenly imported records. 2) If you import accounts, contacts, leads, or solutions by mistake, your administrator can from Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records to delete the items you mistakenly imported. https://help.salesforce.com/s/articleView?id=sf.import_undo.htm&type=5

CK needs to change the owner of a case when it has been open for more than 7 days. How should the administrator complete this requirement? a. Assignment Rules b. Auto-Response Rules c. Escalation Rules d. Validation Rules

c. Escalation Rules Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry. https://help.salesforce.com/s/articleView?id=sf.rules_escalation_create.htm&type=5

The admin at UMS needs to make sure that unassigned cases from VIP customers get transferred to the appropriate service representative within 5 hours and VIP customers have access to the support 24 hours a day. How should this be configured? a. Business Hours b. Case Queues c. Escalation Rules d. Assignment Rules

c. Escalation Rules Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry. You can create rule entries, which define criteria for escalating a case, and escalation actions, which define what happens when a case escalates.

DHR wants a templated process with a mortgage calculator that generates leads for loans. DHR needs to complete the project within 30 days and has maxed out its budget for the year. Which AppExchange item should help the administrator meet the request? a. Bolt Solutions b. Lightning Community c. Flow Solutions d. Lightning Data

c. Flow Solutions https://appexchange.salesforce.com/appxStore?type=Flow

CK has the organization-wide sharing default set to private on the Shoe object. The sales manager should be able to view a report containing shoe records for all of the sales reps on their team. Which three items should the administrator configure to provide appropriate access to the report? Choose 3 answers a. Report Subscription b. Custom Report Type c. Folder Access d. Role Hierarchy e. Field-Level Security

c. Folder Access d. Role Hierarchy e. Field-Level Security 1) Each user, group, or role can have its own level of access to a report and dashboard folder. Viewers can see the data. Editors can determine what data is shown. Managers can control access. https://help.salesforce.com/s/articleView?id=sf.analytics_sharing.htm&type=5 2) Determine whether users have access to records they don't own, including records to which they don't have sharing access, but someone below them in the hierarchy does. https://help.salesforce.com/s/articleView?id=sf.security_controlling_access_using_hierarchies.htm&type=5 3) Field-level security settings let you restrict users' access to view and edit specific fields. https://help.salesforce.com/s/articleView?id=sf.admin_fls.htm&type=5

An admin creates a custom text area field on the Account object and adds it to the service team's page layout. The service team manager loves the addition of this field and wants it to appear in the highlights panel so that the service reps can quickly find it on the Account page. How should the admin accomplish this? a. Create a new page layout and a new section titled highlights panel. b. Make the field required and move it to the top of the page. c. From the page layout editor, drag the field to the highlights panel. d. In the Account object manager, create a custom compact layout.

c. From the page layout editor, drag the field to the highlights panel. https://help.salesforce.com/articleView?id=sf.case_interaction_editing_highlight_panel.htm&type=5

CK intends to protect data with backups by using the data export service. Which two considerations should the administrator remember when scheduling the export? Choose 2 answers a. Metadata backups are limited to sandbox refresh intervals. b. Data export service should be run from a sandbox. c. Metadata backups must be run via a separate process. d. Data backups are limited to weekly or monthly intervals.

c. Metadata backups must be run via a separate process. d. Data backups are limited to weekly or monthly intervals. Your Salesforce org can generate backup files of your data on a weekly or monthly basis depending on your edition. To back up your metadata, create an unmanaged package. https://help.salesforce.com/s/articleView?id=sf.admin_exportdata.htm&type=5

The admin at UMS has created a new record type for customer warranty Cases. Which two assignments should the admin use to display the new record type to users? Choose 2 answers a. Role Assignment b. App Manager Assignment c. Page Layout Assignment d. Profile Assignment

c. Page Layout Assignment d. Profile Assignment Assign record types to users in their profiles or permission sets (or permission set groups), or a combination of these. Page layout assignments are specified in profiles only, not in permission sets.

CK wants to have consistency when communicating with customers on cases. The company has requested messages to be sent in an email channel with categories to help search for the proper message. Which solution should an admin suggest to meet this requirement? a. Prebuilt Email Templates b. Prebuilt Auto-Responses c. Prebuilt Quick Texts d. Prebuilt Flow Templates

c. Prebuilt Quick Texts Quick text saves users time and helps you standardize your company messaging. With quick text, you can insert predefined messages, like greetings, answers to common questions, and short notes. You can insert quick text in emails, chats, events, tasks, Knowledge articles, and more.

AW Computing would like to improve its Case Lightning record page by including: 1. A filtered component to display a message in the bold font when a Case is saved as a critical record type. 2. A quick way to update the Account status from the Case layout. Which two components should an administrator use to satisfy these requests? Choose 2 answers a. Related list b. Record detail c. Related record d. Rich text

c. Related record d. Rich text Related Record: Use the Related Record component to display the details of a related record, including the details of a parent record, in your Lightning page. Rich Text: Use the Rich Text component to add text and simple HTML markup to your Lightning page. https://help.salesforce.com/s/articleView?id=sf.lightning_page_components.htm&type=5

The admin at CK created a new field for tracking returns on their new cloud shoe. A user has submitted a case to the admin indicating that the new field is unavailable. Which two steps should an admin do to troubleshoot this issue? Choose 2 answers a.Run the Setup Audit Trail for the organization. b. Update the Organization-wide defaults for the object. c. Review the Field-level Security of the field for the user profile. d. Ensure that the page layout for the user's profile has been updated.

c. Review the Field-level Security of the field for the user profile. d. Ensure that the page layout for the user's profile has been updated. Field-level security settings let you restrict users' access to view and edit specific fields.

The DR team has a master-detail relationship set up with Open House as the parent object and Visitors as the child object. What type of field should the administrator add to the Open House object to track the number of Visitors? a. Cross-object formula b. Indirect lookup c. Roll-up summary d. Multi-select picklist

c. Roll-up summary A roll-up summary field calculates values from related records, such as those in a related list. https://help.salesforce.com/s/articleView?id=sf.fields_defining_summary_fields.htm&type=5

CK has decided to delete a custom field. What will happen to the data in the field when it is deleted? a. The data is permanently deleted. b. The data associated with the field is removed. c. The data is restorable from the recycle bin. d. The data in the field is stored for 20 days.

c. The data is restorable from the recycle bin. Deleted custom fields and their data are stored until your org permanently deletes them or 15 days have elapsed, whichever happens first. Until that time, you can restore the field and its data. https://help.salesforce.com/articleView?id=sf.deleting_fields.htm&type=5

An administrator at NTO is unable to add a new user in Salesforce. What could cause this issue? a. The username is not a corporate email address. b. The username is less than 80 characters. c. The username is already in use. d. The username is a fake email address.

c. The username is already in use. If you get a Duplicate Username error, check if the username is already in use in your production, trial, or Sandbox orgs. https://help.salesforce.com/s/articleView?id=sf.users_adding_guidelines.htm&type=5

The Human Resources department at NTO wants employees to provide feedback about their managers using a custom object in Salesforce. It is important that managers are unable to see the feedback records from their staff. How should an administrator configure the custom object to meet this requirement? a. Set the Default External Access to Private. b. Define a Criteria-Based Sharing Rule. c. Uncheck Grant Access Using Hierarchies. d. Configure an Owner-Based Sharing Rule.

c. Uncheck Grant Access Using Hierarchies. https://help.salesforce.com/s/articleView?id=sf.security_controlling_access_using_hierarchies.htm&type=5

Universal Containers is a global company and has many different regions around the world. Its Sales manager is asking for a dashboard which can display the data analysis for USA and UK respectively. How can this easily be achieved? a. Clone the Dashboard and change the filters on the various reports b. Use a Dynamic Dashboard to switch between USA and UK c. Use Dashboard filters d. Change the filters on the various reports

c. Use Dashboard filters Dashboard filters make it easy to provide different combinations of data from a single dashboard. You don't need separate dashboards for different sets of users — give each group a filter that makes sense for them. https://help.salesforce.com/articleView?id=dashboard_filters_overview.htm&type=5

CK has a screen flow with two questions on the same screen, but only one is necessary at a time. The administrator has been asked to show only the question that is needed. How should an administrator complete this? a. Use branching in the flow screen to show the proper scenario. b. Use a new version of the flow for each scenario. c. Use conditional visibility to hide the unnecessary question. d. Use a decision element and a new screen to show the proper question.

c. Use conditional visibility to hide the unnecessary question. https://help.salesforce.com/s/articleView?id=sf.flow_considerations_design_conditional_visibility.htm&type=5

New leads need to be routed to the correct salesperson based on the lead address. How should the administrator configure this requirement? a. Assign with an escalation rule. b. Configure a validation rule. c. Use lead assignment rules. d. Create a formula field.

c. Use lead assignment rules. The rules assign leads and cases to the specified user or queue. https://help.salesforce.com/s/articleView?id=sf.creating_assignment_rules.htm&type=5

Sales reps miss key fields when filling out an opportunity record through the sales process. Reps need to move forward in stages but are unable to enter a previous stage. Which three options should the admin use to address this need? Choose 3 answers a. Enable guided selling. b. Mark fields required on the page layout. c. Use validation rules. d. Use Flow to mark fields required. e. Configure Opportunity Path.

c. Use validation rules. d. Use Flow to mark fields required. e. Configure Opportunity Path. 1) Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. 2) To automate a business process that collects data from people, use a screen flow. 3) A path gives reps a visual representation of the stages required for working through a sales process. The paths you create for your sales teams can include: Key fields that reps complete before moving to the next stage in the sales process

CK needs to ensure appropriate shipping details are used in Orders. Reps should have a streamlined solution to update the shipping addresses on selected Orders associated with an Account when the shipping address is changed on the Account. How should the administrator deliver this requirement? a. A screen flow on the Order page that lets the rep choose the updated Account shipping address in all open associated Orders. b. An autolaunched flow on the Order page that updates all open Order shipping addresses whenever the Account shipping address changes. c. A screen flow on the Account page that lets the rep choose the updated Account shipping address in open associated Orders. d. An autolaunched flow on the Account page that updates all open Order shipping addresses whenever the Account shipping address changes.

d. An autolaunched flow on the Account page that updates all open Order shipping addresses whenever the Account shipping address changes. To launch a flow internally when a record changes or when a user clicks a button, use an autolaunched flow. https://help.salesforce.com/s/articleView?id=sf.flow.htm&type=5

UC requires a different Lightning page to be displayed when Accounts are viewed in the Sales Console and in the Service Console. How should an administrator meet this requirement? a. Define multiple record types. b. Create different user profiles. c. Update page layout assignments. d. Assign Lightning pages as app default.

d. Assign Lightning pages as app default You can make your custom record page the default record page for all users, assign it to specific Lightning apps, or assign it to record types and profiles. Assigning the page to a Lightning app, record type, or profile gives your users access to a record page customized for the context they're working in.

The administrator at CK has been asked to replace two old workflow rules that are doing simple field updates when a lead is created to improve processing time. What tool should the administrator use to replace the workflow rules? a. Scheduled Flow b. Screen Flow c. Quick Action Flow d. Before-Save Flow

d. Before-Save Flow Creating or updating a record can trigger an auto-launched flow to make additional updates to that record before it's saved to the database. A record-triggered flow can update a Salesforce record 10 times faster than a record-change process.

CK has a team of product owners that need a space to share feedback and ideas with just the product team. How should the administrator leverage Salesforce to help the team collaborate? a. Add Activity History to document tasks. b. Use Quick Actions to log communication. c. Configure a Chatter Public Group. d. Create a Chatter Private Group.

d. Create a Chatter Private Group. Private Chatter Group: Only group members can see and add posts, comments, and files. https://help.salesforce.com/s/articleView?id=sf.collab_group_about.htm&type=5

The administrator at UC has a screen flow that helps users create new leads. When Lead Source is "Search Engine", the administrator needs to require the user to choose a specific search engine from a picklist. If Lead Source is not "Search Engine", this picklist should be hidden. How should the administrator complete this requirement? a. Use an assignment element, one for when Lead Source is "Search Engine" and one for everything else. b. Configure a picklist for Specific Search Engine, and use a validation rule to conditionally show only when Lead Source is "Search Engine". c. Assign a decision element to direct the user to a second screen to hold Specific Search Engine only when Lead Source is "Search Engine". d. Create a picklist for Specific Search Engine, and set conditional visibility so that it is only shown when Lead Source is "Search Engine".

d. Create a picklist for Specific Search Engine, and set conditional visibility so that it is only shown when Lead Source is "Search Engine". https://help.salesforce.com/s/articleView?id=sf.flow_considerations_design_conditional_visibility.htm&type=5

UMS uses two different page layouts for Account records. One page layout reflects the fields related to customer accounts and another page layout includes fields for partner accounts. The admin has assigned the customer account page layout to sales and support users and the partner account layout to the partner management team. What should the admin configure to differentiate customer and partner accounts? a. Use public group and a criteria-based sharing rule to share customer accounts with the partner team. b. Add members of the partner management team to the default Account team for the customer accounts. c. Grant create, read, edit, and delete access to customer accounts on the partner team profile. d. Create one record type for customer accounts and one record type for partner accounts.

d. Create one record type for customer accounts and one record type for partner accounts. Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.

NTO wants to calculate how much revenue has been generated for each of its marketing campaigns. How should an administrator deliver this information? a. Create a roll-up summary field on Opportunity to Campaign. b. Add a Total Value field on Campaign and use a workflow rule to update the value when an opportunity is won. c. Perform periodic data jobs to update campaign records. d. Design a standard Campaign report and add the Value Won Opportunities in Campaign field.

d. Design a standard Campaign report and add the Value Won Opportunities in Campaign field. Value Won Opportunities in Campaign: Calculated field for amount of all closed/won opportunities associated with the campaign. (Read only) Salesforce automatically calculates this amount using all associated records regardless of whether you have read access to them.

The administrator has been asked to automate a simple field update on the account. When a support agent changes the status of the account to 'Audited', they would like the system to automatically update the Audited Date field on the account with today's date. Which tool should the administrator use to complete this automation? a. Approval Process b. Formula Field c. Validation Rule d. Flow Builder

d. Flow Builder To launch a flow internally when a record changes or when a user clicks a button, use an autolaunched flow. https://help.salesforce.com/s/articleView?id=sf.flow.htm&type=5

An administrator at UC needs an automated way to delete records based on field values. What automated solution should the administrator use? a. Workflow b. Automation Studio c. Process Builder d. Flow Builder

d. Flow Builder https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5

When importing data, what will happen if some records do NOT meet the data validation criteria? a. Import process requires user authorization to import the invalid records b. Import process aborts when it encounters the first invalid record c. Import process ignores the data validation criteria d. Import process fails only for the records with invalid data

d. Import process fails only for the records with invalid data Salesforce runs validation rules on records before they are imported. Records that fail validation aren't imported. Consider deactivating the appropriate validation rules before running an import if they affect the records you are importing. https://help.salesforce.com/articleView?id=notes_on_importing_data.htm&type=5

A sales rep has left the company and an administrator has been asked to re-assign all their accounts and opportunities to a new sales rep and keep the teams as is. Which tool should an administrator use to accomplish this? a. Data Loader b. Dataloader.io c. Data Import Wizard d. Mass Transfer Tool

d. Mass Transfer Tool Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another. https://help.salesforce.com/articleView?id=sf.admin_transfer.htm&type=5

UC has two sales teams, sales team A and sales team B. Each team has its own role in the role hierarchy. Both roles are subordinates of the same Manager role. How should the admin share records owned by sales team A with sales team B? a.Use manual sharing b. Hierarchical sharing c. Criteria-based sharing d. Owner-based sharing

d. Owner-based sharing An owner-based sharing rule opens access to records owned by certain users.

Users at UC would like to visually see the sales stages on an Opportunity page. The administrator is configuring Path for Opportunities. Which is an important consideration for Path configuration? a. The Owner field can be edited in the key Fields Panel. b. Kanban views for Path must be configured manually. c. Celebrations are unable to be added to a Path. d. Path can include guidance and key fields for each stage.

d. Path can include guidance and key fields for each stage. When you configure key fields and success guidance in a path, kanban views configured for the same object, record type, and picklist also show the information. https://help.salesforce.com/s/articleView?id=sf.path_considerations.htm&type=5

Which tool should an administrator use to identify and fix potential session vulnerabilities? a. Setup Audit Trail b. Field History Tracking c. Organization-Wide Defaults d. Security Health Check

d. Security Health Check As an admin, you can use Health Check to identify and fix potential vulnerabilities in your security settings, all from a single page. https://help.salesforce.com/s/articleView?id=sf.security_health_check.htm&type=5

Cloud Kicks wants to give credit to Opportunity team members based on the level of effort contributed by each person toward each deal. What feature should the admin use to meet this requirement? a. List Views b. Queues c. Stages d. Splits

d. Splits Opportunity Splits: Share revenue from opportunities and give team members credit for helping to close deals. Team members can roll their individual sales credits into quota and pipeline reports for the entire team.

The administrator at CK deleted a custom field but realized there is a business unit that still uses the field. What should an administrator take into consideration when undeleting the field? a. The field needs to be re-added to page layouts. b. The field needs to be re-added to reports. c. The field history will remain deleted. d. The field can be restored from the recycle bin.

d. The field can be restored from the recycle bin. Option 1 and 2: Incorrect. Custom fields consist of several attributes that provide additional information about the field. Some of these attributes are not restored automatically after a field is undeleted and must be restored manually. Add the field to any page layouts that changed during the time the custom field was deleted. If reports and page layouts were not edited, the restored field remains on them. Option 3: Incorrect. Field history data for the deleted custom field is restored. https://help.salesforce.com/s/articleView?id=sf.fields_managing_deleted_fields.htm&type=5 https://help.salesforce.com/s/articleView?id=fields_manually_restore_attributes.htm&type=5&language=en_US

CK wants to update a screen flow so that if the checkbox field High Value Customer is set to true, the first screen is skipped and the user is directed to the second screen. How should the administrator configure the decision element? a. Use the contains operator and {!$GlobalConstant.False} as the value. b. Use the equals operator and "High Value Customer" as the value. c. Use the contains operator and "High Value Customer" as the value. d. Use the equals operator and {!$GlobalConstant.True} as the value.

d. Use the equals operator and {!$GlobalConstant.True} as the value. https://help.salesforce.com/s/articleView?id=sf.flow_ref_resources_globalconstants.htm&type=5

Which tool should an admin use to review recent configuration changes made in their org? a. debug logs b. critical updates c. field history tracking d. setup audit trail

d. setup audit trail Setup Audit Trail tracks the recent setup changes that you and other admins make. Audit history is especially useful when there are multiple admins.


Related study sets

CPU Chapter 9: The Integumentary System

View Set

Chapter 24 - Multistate Corporate Taxation

View Set

Probability & Statistics Module #3

View Set

MGMT 862 - Organizational Behavior - Chapter 7 Trust, Justice and Ethics

View Set

Prep U Exam 6 -Chapter 43: Loss, Grief, and Dying - ML3

View Set