admin Flashcards
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?
Log in as the user
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?
Configure Permission sets
Which tool should an admin use to review recent configuration changes made in their org?
Setup Audit Log
Which item is available in a Lightning App where visibility is limited to the Salesforce mobile app?
Utility Bar
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
Review the Field-level Security of the field for the user profile
Ensure that the page layout for the users profile has been updated
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
The user is the recipient of a workflow Email alert.
The user is in a custom Hierarchy field.
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
App page
Record page
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?
Owner-based sharing
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?
Set the Fiscal Year to Standard and set the starting month as Febuary
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?
Lightning page tab
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?
User licenses related list in company information
Which three aspects of standard fields should an admin customize? Choose 3 answers
Field history tracking
Help text
Picklist values
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?
Cross-object formula field
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?
Create a master-detail lookup
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?
Add component visibility filters to the components.
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?
From the page layout editor, drag the field to the highlights panel.
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
Create a custom object for shoe designs
Configure a custom lookup field for shoe designs on the Product object.
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
Page Layout Assignment
Profile Assignments
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?
Assign Lightning pages as app default.
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?
Component Visibility
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?
Big Deal Alerts
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
Use validation rules
Use Flow to mark fields required
Configure Opportunity Path
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
Contact
Account
UMS wants to know which of its marketing efforts are helping the team win opportunities. What should an admin configure to provide these insights?
Campaign Influence
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?
Create a new sales process.
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?
Configure an Auto-Response Rule to email the lead.
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?
Create one record type for customer accounts and one record type for partner accounts
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?
Splits
NTO wants to calculate how much revenue has been generated for each of its marketing campaigns.
How should an administrator deliver this information?
Design a standard Campaign report and add the Value Won Opportunities in Campaign field.
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
Add the Opportunity Contact Role related list to the Opportunity page layout
Customize Opportunity Contact Role.
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?
Escalation Rules
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?
Case Escalation Rules
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?
Prebuilt Quick Texts
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?
Knowledge Articles
NTO wants emails received from customers to generate cases automatically. How should the admin ensure that the emails are sent to the correct queue?
Configure Email to Case so emails are delivered to the correct queue.
UC has a queue that is used for managing tasks that need to be worked on by the customer support team. The same team will now be working on some of UC’s Cases.
Which two options should the admin use to help the support team? Choose 2 answers
Use Assignment rules to set the queue as the owner of the case.
Add Cases to the existing queue as available objects.
CK wants to allow customers to create their own cases while visiting its public homepage. What should the administrator recommend?
Web-to-Case
Which two actions should an administrator perform with Case escalation rules? Choose 2 answers
Re-assign the Case.
Send email notifications.
An admin is on a tight deadline to create dashboards for the sales and marketing teams at AW Computing. What should the admin do to meet the deadline without increasing the budget?
Check the AppExchange for a prebuilt solution that can be easily customized.
Users at CK want to be able to create a task that will repeat every two weeks. What should an admin do to meet this requirement?
Enable Creation of Recurring Tasks
CK wants to try out an app from AppExchange to ensure that the app meets its needs. Which two options should the admin suggest? Choose 2 answers
Install in a sandbox
Check edition compatibility
UMS offers amazing experiences for all of its employees. The employee engagement committee wants to post updates while restricting other employees from posting. What should the admin create to meet this request?
Chatter Broadcast Group
CK has a customer success agent going on leave and needs to change ownership on multiple cases. Which two users are able to fulfill this request? Choose 2 answers
A user with the Manage Cases permission
A user with the System admin profile
NTO wants to know the average stage duration for all closed opportunities. How should an admin support this request?
Run the Opportunity Stage Duration report
UMS has a path on Case. The company wants to require its users to follow the status values as they are on the path. Agents should be prohibited from reverting the Case back to its previous status.
Which feature should an admin use to fulfill this request?
Validation Rules
An admin at CK needs to export a file of closed-won opportunities from the last 90 days. The file should include the Opportunity Name, ID, Close Date, and Amount. How should the admin export this file?
Data Loader
NTO has the Case object set to private. The support manager raised a concern that reps have a broader view of data than expected and can see all cases on their group’s dashboards.
What could be causing reps to have inappropriate access to data on dashboards?
Dynamic Dashboards
Users at DH Realty are only allowed to see opportunities they own. Leadership wants an enterprise-wide dashboard of all open opportunities in the pipeline So that users can see how the company is performing at any point in time.
How should an admin create the dashboard without changing any sharing settings?
Create a dashboard with the running user set as someone who can see all opportunities.
The marketing director at NTO has requested that the Budget field be populated in order for the Lead Status field to be marked as qualified. What tool should the admin use to fulfill this request?
Validation Rule
An admin has been asked to change the data type of an auto number to a text field. What should the admin be aware of before changing the field?
The existing field values will remain unchanged
AW Computing needs to capture a loss reason in a rich text field when an opportunity is closed lost. How should an admin configure this requirement?
Create a validation rule to display an error if the stage is closed lost and Loss Reason is blank.
The admin at CK updated the custom object Event to include a lookup field to the primary contact for the event. When running an Event report, they want to reference fields from the associated contact record.
What should the admin do to pull contact fields into the custom report?
Edit custom Event report type and add fields related via lookup.
CK has created a screen flow for their sales team to use when they add new Leads. The screen flow collects name, email, and shoe preference.
Which two things should the admin do to display the screen flow? Choose 2 answers
Use a flow element and add the screen flow to the record page.
Add the flow in the utility bar of the console.
CK has asked the admin to test a new screen flow that creates contacts. What are the two key components of testing the flow? Choose 2 answers
Test the flow in a sandbox
Use debug to test the flow in Flow Builder
An admin at UMS needs to send information to an external accounting system whenever an opportunity closes. What workflow action should the admin use to accomplish this?
Outbound Message
The business development team at CK thinks the Account creation process has too many fields to fill out and the page feels cluttered. They have requested the admin to simplify the process.
Which automation tool should an admin use?
Flow Builder
The admin at AW Computing wants to send off client welcome tasks and a welcome email to the primary contact automatically when an opportunity is closed won.
What automation tool best accomplishes this?
Process Builder
UC would like to count the number of open cases associated with each Account and update the Account with this value every Friday evening. UC has several hundred open cases at any given time. What should the admin use to complete this request?
Use a scheduled Flow
An admin needs to store the ID of a record type for later use in a flow. Which kind of variable should the admin use?
Text variable
DH Realty wants to offer a form on its Experience Cloud site where inspectors will submit findings from a property inspection. Which feature should an admin place on the page to fulfill this requirement?
Screen Flow
An admin wants to trigger a follow-up task for the opportunity owner when they close an opportunity as won, and another task after 60 days to check in with the customer.
Which two automation tools should the admin use? Choose 2 answers
Process Builder
Workflow Rule
CK users are seeing error messages when they use one of their screen flows. The error messages are confusing but could be resolved if the users entered more information on the account before starting the flow. How should the admin address this issue?
Use a fault connector and display a screen with text explaining what went wrong and how to correct it.
DH Realty has an approval process. A manager attempts to approve the record but receives an error. What should the admin do to troubleshoot this request?
Check if the user in the next approver is inactive or missing
When a Cloud Kicks opportunity closes, the company would like to automatically create a renewal opportunity. Which two automation tools should an admin use to accomplish this request? Choose 2 answers
Flow Builder
Process Builder
The sales manager at Cloud Kicks approves time off for their employees. They asked the admin to ensure these requests are seen and responded to by a backup manager while the sales manager is out on vacation.
What should the admin use to fulfill the requirement?
Delegated Approver
Universal Containers wants to increase the security of their org by requiring stricter user passwords. Which two of the following should an admin configure. Choose 2 answers.
Minimum password length
Password complexity requirement
The admin at Ursa Major Solar has been asked to change the Work Item and Project custom object relationship from a master-detail to a lookup. Which scenario could prevent the admin from fulfilling this requirement?
Roll-up summary fields exist on the master object.
Cloud Kicks has the organization-wide defaults for Opportunity set to private. Which two features should the admin use to open up access to opportunity records for sales users working on collaborative deals? Choose 2 answers
Sharing set
Sharing rules
An admin at Universal Containers is reviewing current security settings in the company’s Salesforce org. What should the admin do to prevent unauthorized access to Salesforce?
Enable multi-factor authentication
When users log in to Salesforce via the user interface, which two settings does the system check for authentication? Choose 2 answers
The user’s two-factor authentication for User Interface Logins permission
The user’s profile login hours restrictions
An Administrator has assigned a permission set group with the two-factor authentication for User Interface Logins permission and two-factor authentication for API Logins permission to a group of users.
Which two prompts will happen when one of the users attempts to log in to Data Loader? Choose 2 answers
Users need to download and install an authenticator app on their mobile device.
Users need to connect an authenticator app to their Salesforce account.
An administrator has reviewed an upcoming critical update. How should the administrator proceed with the activation of the critical update?
Activate the critical update in a sandbox.
An administrator gets a rush request from HR to remove a user’s access to Salesforce immediately. The user is part of a hierarchy field called Direct Manager.
What should the administrator do to fulfill the request?
Freeze the user to prevent them from logging in while removing them from being referenced in the Direct Manager field.
An administrator at UC has been asked to prevent users from accessing Salesforce from outside of their network. What are two considerations for this configuration? Choose 2 answers
Enforce that Login IP Ranges on Every Request
IP address restrictions are set on the profile or globally for the org.
An administrator installed a managed package that contains a permission set group. The permission set group that was installed includes Delete access on several objects, and the administrator needs to prevent users in the permission set group from being able to delete records.
What should the administrator do to control Delete access?
Use muting permission set with a permission set group to mute selected permissions.
A user at CK is having issues logging into Salesforce. The user asks the admin to reset their password. Which two options should the administrator consider when resetting the user’s password? Choose 2 answers
After resetting a password, the user may be required to activate their device to successfully log in to Salesforce.
Resetting a locked-out user’s password automatically unlocks the user’s account.
UC has enabled Data Protection and Privacy for its org. Which objects’ page layouts will have the individual field available for tracking data privacy information?
Contact, Lead, and Person Account
What are the three characteristics of a master-detail relationship? Choose 3 answers
The master object can be a standard or custom object.
Roll-up summaries are supported in master-detail relationships.
The owner field on the detail records is the owner of the master record.
What are the considerations an administrator should keep in mind when working with Salesforce objects? Choose 2 answers
Standard objects are included with Salesforce.
Custom and standard objects have standard fields.
Users at CK are reporting different options when updating a custom picklist on the Opportunity object based on the kind of opportunity. Where should an administrator update the option in the picklist?
Record type
CK is working on a better way to track its product shipments utilizing Salesforce. Which field type should an administrator use to capture coordinates?
Geolocation
Sales and Customer Care at UMS need to see different fields on the Case related list from the Account record. Sales users want to see Case created date and status while Customer Care would like to see the owner, status and contact. What should the administrator use to achieve this?
Page layout editor
Which two capabilities are considerations when making a field as required in Object Manager? Choose 2 answers
The field is added to every page layout on that object.
The field is universally required to save a record on that object.
DHR needs to use consistent picklist values in the Category field on Accounts and Cases, with values respective to record types.
Which two features should an administrator use to fulfill this requirement? Choose 2 answers
Custom Picklist
Global Picklist
NTO uses a custom object invoice to collect customer payment information from an external billing system. The Billing System field needs to be filled in on every Invoice record. How should an administrator ensure this requirement?
Make the field universally required
CK has a custom object called Shipments. The company wants to see all the shipment items on an Account page. When an Account is deleted, the shipments should remain.
What type of relationship should an administrator make between Shipments and Accounts?
Shipments should have a lookup relationship to the Account
UC wants to prevent its service team from accessing deal records. While service users are unable to access deal list views, they are able to find deal records via searching.
What should an administrator check to fully restrict access?
Permissions and tab visibility
The administrator at CK has a custom picklist field on Lead, which is missing on the Contact when leads are converted. Which should the administrator do to make sure these values are populated? Choose two answers
Create a custom picklist field on Contact.
Map the picklist field on the Lead to the Contact.
AWC occasionally works with independent contractors who the company stores as Contacts in Salesforce. Contractors often change agencies, and AWC wants to maintain the historical accuracy of the record.
What should AWC use to track Contacts?
Enable Contacts to multiple Accounts.