ADM Flashcards
Ursa Major Solar tracks both user issues and customer issues.
A user issue can be logged as: new, waiting for reply, closed
A customer issue can be logged as: new, working, closed
An administrator needs to track both case types. Which features should be used?
A. Workflows and Automated Case Users
B. Record Types and Support Processes
C. Page Layouts and Record Types separate sales, support, and lead lifecycles.
D. Page Layouts and Process Builder
B. Record Types and Support Processes
What should a System Administrator configure to provide each Sales Rep a dashboard that shows their current Opportunity pipeline?
A. Create a dashboard for each user.
B. Create a dashboard folder for each user.
C. Set the Dashboard Running User to the current user.
D. Set a Dashboard filter to the current user.
C. Set the Dashboard Running User to the current user.
A user is unable to log in to Salesforce.
What should a Salesforce administrator do?
A. Change the user’s profile.
B. Ask the user to change their password.
C. Unlock the User.
D. View the user’s login history.
D. View the user’s login history.
A System Administrator wants to implement a feature for call recording to monitor customer service quality using Salesforce Service Cloud.
Which two statements regarding call recording should be considered when implementing this requirement?
Choose 2 options.
A. Call recording is a feature that a developer might create with Salesforce App Cloud.
B. Call recording is a feature of some add-on products from the AppExchange.
C. Call recording is a feature that will not work with Salesforce Service Cloud.
D. Call recording is a native feature available with Salesforce by default.
A. Call recording is a feature that a developer might create with Salesforce App Cloud.
B. Call recording is a feature of some add-on products from the AppExchange.
Ursa Major Solar customers are starting to request custom-sized solar panels, which are currently unavailable in the standard inventory. Management has decided to add custom sizing as an add-on item in Salesforce.
The administrator needs to allow sales users to add custom sizing to the total opportunity sale.
What should the administrator do to achieve this goal?
A. Add custom sizing as a new product in an order.
B. Make a new custom object related to opportunities for custom sizing.
C. Add custom sizing as a new product in a pricebook.
D. Add a new field on the opportunity labeled custom sizing.
C) Add custom sizing as a new product in a pricebook.
Ursa Major Solar uses data from the grand total of a custom report to create their dashboard.
Which two components will populate the grand total properly?
Choose 2 options.
A. Table
B. Metric
C. Gauge
D. Chart
B. Metric
C. Gauge
Ursa Major Solar recently purchased 15 new Salesforce licenses.
How many users can an administrator create at the same time on the add multiple users page?
A. An unlimited number of users.
B. A maximum of 5 users
C. A maximum of 10 users.
D. A maximum of 15 users.
C. A maximum of 10 users.
The Sales Operations team notices an increase in Opportunities without Products.
Which configuration change should the System Administrator make to help Sales Reps remember to add Products to every Opportunity?
A. Enable the Opportunity setting to prompt users to add products to opportunities.
B. Set the Org-Wide Defaults for Price Books to Use and Products to Read Only.
C. Create a related list to enable the user to view the related products.
D. Create a Workflow Rule on the Opportunity object to add a default Product to Opportunities with no Products.
A. Enable the Opportunity setting to prompt users to add products to opportunities.
Which configuration action should be performed to ensure every Case gets assigned to a valid Owner?
A. Create a Workflow Rule that checks for a blank Owner field.
B. Create a Validation Rule based on the Created By field.
C. Configure a default value for the Case Owner field.
D. Define the Default Case Owner in Support Settings.
D. Define the Default Case Owner in Support Settings.
Which two levels of access should be set when sharing a document folder with users?
A. Read/Write/Create/Delete
B. Read-only
C. Read/Write/Create
D. Read/Write
B. Read-only
D. Read/Write
Ursa Major Solar (UMS) is configuring the lead conversion process.
Which two factors should UMS consider before setting up the process?
Choose 2 options.
A. Roll-up summary lead fields can be mapped to custom contact fields.
B. Custom lead fields can be mapped to account, contact, and opportunity fields.
C. Standard lead fields are automatically converted to account, contact, and opportunity fields.
D. Custom lead fields can be mapped to custom object fields.
B. Custom lead fields can be mapped to account, contact, and opportunity fields.
C. Standard lead fields are automatically converted to account, contact, and opportunity fields.
Ursa Major Solar has an opportunity record with a close date of November 15, which fulfills the criteria of a time-dependent workflow rule. The time-dependent action is scheduled for November 8.
The opportunity is edited before November 8, however, and no longer meets the criteria.
What happens to the time-dependent action?
A. It will execute on November 8.
B. It is automatically removed from the queue.
C. It will execute on November 15.
D. It is put on hold.
B. It is automatically removed from the queue.
Universal Containers has two business groups, Products and Services. Both groups will be using opportunities to track deals, but different fields are required by each group.
In which two ways should an administrator meet this requirement?
Choose 2 options.
A. Create two page layouts.
B. Create two permission sets.
C. Create two record types.
D. Create two lead processes.
A. Create two page layouts.
C. Create two record types.
After a recent restructure of its Sales Department, Ursa Major Solar is having issues with records being omitted in the new Opportunity Report.
Which three questions should the administrator ask to research this issue?
Choose 3 options.
A. Are records currently being shared with the sales manager?
B. Have the owners of the records been frozen?
C. Do owners of all records have Roles and correct Territory Assignments?
D. Do the records the sales managers expect to see match the filter criteria?
E. Did the sales manager start from a copy or clone of an existing report?
A. Are records currently being shared with the sales manager?
C. Do owners of all records have Roles and correct Territory Assignments?
D. Do the records the sales managers expect to see match the filter criteria?
A System Administrator created a workflow rule that sends email alerts when a Case with a high priority is created. A new Support Engineer who works remotely at Universal Containers complains about not receiving the email alerts. All other users at Universal Containers receive these email alerts.
How can a Salesforce Administrator troubleshoot this issue?
A. Verify the user’s email address.
B. Check if the Workflow Rule is active.
C. Check if the Workflow evaluation criteria is correct.
D. Check if the correct Email Template is used.
A. Verify the user’s email address.
Ursa Major Solar utilizes accounts in its sales process; however, not all users have access to them. New users require read access to accounts. Additionally, four new users require edit access.
What should an administrator do to configure access for the new users?
A. Configure a permission set to grant account edit access to specific users and modify the standard user profile.
B. Configure a sharing rule for account view access and another sharing rule for edit access to specific users.
C. Configure a profile to grant account edit access and a permission set to restrict read access to specific users.
D. Configure a profile to grant account view access and a permission set to grant account edit access to specific users.
D. Configure a profile to grant account view access and a permission set to grant account edit access to specific users.
Universal Containers wants to create a field to store credit card numbers and needs to make sure the information is protected.
Which two actions allow the System Administrator to provide enhanced security for this field?
Choose 2 options.
A. Create an Encrypted Text field.
B. Configure different Page Layouts for users.
C. Update Field-Level Security settings.
D. Use different Record Types for users.
A. Create an Encrypted Text field.
C. Update Field-Level Security settings.
Ursa Major Solar uses a validation rule to prevent invalid data.
What are three conditions where this rule is used?
Choose 3 options.
A. When records are deleted by a user.
B. When records are edited and saved by a user.
C. When records are submitted using web-to-lead.
D. When records are imported.
E. When records are updated by a workflow rule.
B. When records are edited and saved by a user.
C. When records are submitted using web-to-lead.
D. When records are imported.
Universal Containers has a sales team focused on renewals. They will use many of the same Opportunity fields as other teams, but need different Stage values.
What should the System Administrator update to support this requirement?
A. Stage field picklist options in Record Types
B. Page Layouts to include the correct field
C. Stage Selected Values in the Sales Processes
D. Field-Level Security in the User Profile
C. Stage Selected Values in the Sales Processes
Universal Containers uses an Auto-numbering system to uniquely identify each support request. They want customers to know this number as soon as possible.
Which two features should the System Administrator implement to allow customers have quick access to this information?
Choose 2 options.
A. Case Comment Notifications
B. Self-service Portal
C. Auto-response Rules
D. Case Feed Layout Actions
B. Self-service Portal
C. Auto-response Rules
The customer support team wants to use a different Page Layout when closing a Case.
Which method should the System Administrator use to fulfill this request?
A. Record Type and Page Layout
B. Case Close Page Layout
C. Field-Level Security
D. Support Process
B. Case Close Page Layout
Recently, one of Ursa Major Solar’s (UMS) competitors lost critical data after a powerful hurricane caused multiple power outages.
UMS needs to ensure that its Salesforce data is backed up and protected from such an event.
Which two statements are true regarding this goal?
Choose 2 options.
A. UMS can download an app from the AppExchange.
B. UMS can use Salesforce’s daily backup service, which is provided via a zip file.
C. UMS should contact Salesforce Support for a free backup.
D. UMS can use Salesforce’s weekly or monthly backup service, which is provided via a zip file.
A. UMS can download an app from the AppExchange.
D. UMS can use Salesforce’s weekly or monthly backup service, which is provided via a zip file.
The marketing team is asked to provide branding and messaging for email templates to be used throughout the customer support process.
In which two locations can the System Administrator implement customer-facing email templates with respect to Cases?
Choose 2 options.
A. Case Auto-response Rules
B. Owner Assignment Notifications
C. Support Reps’ Send Email options
D. Case Escalation Notifications
A. Case Auto-response Rules
C. Support Reps’ Send Email options
Custom fields in the Lead object can be mapped to which two types of fields?
A. Standard Contact
B. Custom Account
C. Custom Activity
D. Custom Opportunity
B. Custom Account
D. Custom Opportunity
Ursa Major Solar has a million new Account records to upload into Salesforce.
What is the recommended method for uploading this data?
A. Utilize an AppExchange app.
B. Request help from Salesforce.
C. Utilize the Data Import Wizard.
D. Utilize the Data Loader.
D. Utilize the Data Loader.
Universal Containers wants to automatically assign a Task to account managers when a customer’s agreement is about to expire.
How should a System Administrator configure this functionality?
A. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY().
B. Create a Workflow on Account with a rule criteria of Agreement End Date < TODAY().
C. Create a Workflow on Account with a rule criteria of Agreement End Date > TODAY().
D. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date < TODAY().
A. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY().
How should a Chatter user send a message to another Chatter user that cannot be viewed by anyone else?
A. Post a Message to Record owner.
B. Post a Private Message to the recipient.
C. Use @mention to include the recipient within the message.
D. Use #secret to send the message to the recipient.
B. Post a Private Message to the recipient.
A user at Ursa Major Solar attempts to log in to Salesforce from an IP address that is outside the login IP range on the user’s profile but within the organization-wide trusted IP range.
What occurs as a result of this scenario?
A. The user will be unable to log in at all.
B. The user will be able to log in after the computer is activated.
C. The user will be able to log in without activating the computer.
D. The user will be able to log in after answering one security question.
A. The user will be unable to log in at all.
The administrator at Ursa Major Solar needs to provide information for total Salesforce licenses, used licenses, and the remaining Salesforce licenses.
Where in setup can this information be found?
A. Critical Updates
B. Profiles
C. Company Information
D. Users
C. Company Information
Ursa Major Solar (UMS) is using the workflow field update.
Which two actions can UMS complete with this feature?
Choose 2 options.
A. Modify the record type of a record.
B. Update the value of a field on a child object.
C. Choose a formula field for a field update.
D. Apply a specific value to a field.
A. Modify the record type of a record.
D. Apply a specific value to a field.
An administrator at Ursa Major Solar (UMS) needs to create a new user.
When creating a username, which two considerations need to be taken in to account?
Choose 2 options.
A
Username needs to be in the format of an Email Address.
B
Username matches to the User’s Email address.
C
Username is added to the Active User Log.
D
Username must be unique across all Salesforce orgs.
A. Username needs to be in the format of an Email Address.
D. Username must be unique across all Salesforce orgs.
Cloud Kicks (CK) has a service console that is used by agents who take calls from customers and stores with questions about products.
The CK case process is complex and agents often make mistakes. To help the administrator has created a screen flow that guides agents through the process.
How should the administrator deploy the screen flow?
A
Launch the flow from the utility bar in the console
B
Use code to launch the screen flow in a modal
C
Use a custom action that launches the screen flow
D
Create a link that launches the screen flow
A) Launch the flow from the utility bar in the console
Ursa Major Solar needs to ensure compliance with a platinum service level agreement; therefore, cases that stay in the Tier 2 queue for longer than 4 hours must be re-assigned to the Tier 3 queue.
Which Salesforce feature should be used to fulfill this requirement?
A
Case comments
B
Case escalation rule
C
Auto response rule
D
Case assignment rule
B
Case escalation rule
A System Administrator enables Case Feed Actions and Feed Items in Support Settings.
With the appropriate Profile permissions enabled, what change will users see?
A
Cases will use Feed Layouts rather than standard Page Layouts.
B
All Case buttons will be converted to Actions in the Case Feed.
C
All Case fields will be added to the Chatter Feed Tracking.
D
Case Feeds will no longer be hidden on standard Page Layouts.
A. Cases will use Feed Layouts rather than standard Page Layouts.
An administrator at Ursa Major Solar (UMS) has created a new Lightning record page for the sales team to display a report chart embedded on the account page. No record types currently exist for an account.
Which action should the administrator perform to make this page the default view of the UMS app for the sales team without impacting the support team?
A
Make the page the default object record page for the UMS app.
B
Make the page the org default.
C
Make the page the default object record page for the UMS app for the sales profile.
D
Create an account record type and make the page the default object record page.
C
Make the page the default object record page for the UMS app for the sales profile.
A company needs its customer service agents to collect and display different information on case records based on whether customers are calling in with a question, product suggestion, or complaint.
Which three features should the administrator use to meet this goal?
Choose 3 options.
A
Permission sets
B
Page layouts
C
Field level security
D
Support processes
E
Record types
B) Page layouts
D) Support processes
E) Record types
An Administrator at Ursa Major Solar is converting a lead and needs to capture custom lead data on the converted contact.
What should the administrator do to accomplish this goal?
A
Utilize the lead conversion wizard to select the fields.
B
Map custom lead fields to standard contact fields.
C
Utilize the data loader to move the custom lead data.
D
Map custom lead fields to custom contact fields.
D. Map custom lead fields to custom contact fields.
Universal Containers has inconsistent data in its 20,000 existing Accounts and asked the System Administrator to convert all of the standard country fields to ISO codes.
What method should the System Administrator use?
A
Mass Update Addresses
B
List View Inline Editing
C
Data.com Clean
D
Report Exports
A. Mass Update Addresses
Ursa Major Solar has the following environment and requirements:
Critical, high-priority accounts have an assigned District Manager, Sales Representative, Inside Sales Representative, and Customer Service Representative.
The Sales Manager wants to prevent these accounts from being inadvertently contacted more than once on the same day.
The Sales Manager wants to report on various customer interactions.
How should the administrator fulfill these requirements?
A
Post customer interactions in Chatter on the account.
B
Enter comments into the notes section on the account.
C
Log a separate task, call, or activity on the account.
D
Log a case on the account.
C
Log a separate task, call, or activity on the account.
Which configuration option shows sales representatives the fields they must fill in prior to saving an Opportunity?
A
Dependent Picklist Fields
B
Page Layout required fields
C
Opportunity Validation Rules
D
Field-level Security
B. Page Layout required fields
How long is data stored in the Recycle Bin?
A
Up to 90 days
B
Up to 30 days
C
Up to 7 days
D
Up to 15 days
D
Up to 15 days
Support Representatives at Universal Containers want the same Technical Engineer group to be associated with each new Case.
What should a System Administrator define to implement this requirement?
A
A Workflow Rule to add the Case Team
B
A Default Case Team on each Account record
C
A Case Assignment Rule to associate the Case Team
D
A Default Case Team on each User’s record
C. A Case Assignment Rule to associate the Case Team
The managers at Ursa Major Solar asked the administrator to quickly provide access to sales reports and dashboards.
How can this be done?
A
Build reports and dashboards.
B
Log a case to Salesforce Support.
C
Use the Salesforce Auto-Report Builder.
D
Search the AppExchange for free adoption report apps.
D. Search the AppExchange for free adoption report apps
Ursa Major Solar uses Validation Rule Fields.
What are two of these fields?
Choose 2 options.
A
Error Condition Formula
B
Owner
C
Error Message
D
Active Date
A. Error Condition Formula
C. Error Message
Universal Containers has asked its Administrator to automatically set some fields when a Lead is created.
What is the best way for the administrator to perform this automation?
A
Use Process Builder that launches a flow
B
Record Triggered-Flow that runs Before save
C
Use a Screen Flow with default values
D
Create 1 Workflow rule per field
B. Record Triggered-Flow that runs Before save