Data and Analytics Management

Question 1

Ursa Major Solar has selected report folders that are shared with a small group of users who are on Lightning Experience. The administrator needs to prevent these users from customizing the information in the reports.

What should the administrators do to achieve this goal?

Answer 1

Lock report filters

Question 2

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?

Answer 2

1. Metric
2. Gauge

Question 3

After a recent restructure of its Sales Department, Ursa Major Solar is having issues with its records being omitted in the new Opportunity Report.

Which three questions should the administrator ask to research this issue?

Answer 3

1. Do the records the sales managers expect to see match the filter criteria?
2. Do the owners of all records have Roles and correct Territory assignments?
3. Are the records currently being shared with the Sales Managers?

Question 4

A Finance user with the “View All Data” permission enabled sees no Opportunity when opening a Sales pipeline report. However, a Sales Rep sees the Opportunities as expected.

Which two actions should a System Administrator perform to resolve this problem?

Answer 4

1. Update the report filter to show All Opportunities.
2. Select Save Hierarchy Level on the pipeline report.

Question 5

Recently, one of Ursa Major Solar’s (UMS) competitors lost its data after a powerful hurricane caused multiple power outages.

UMS needs to ensure that its Salesforce data is backed up and protected from such and event.

Which two statements are true regarding this goal?

Answer 5

1. UMS can download and app from the app exchange.
2. UMS can use Salesforce’s weekly or monthly backup service, which is provided via a zip file.

Question 6

Universal Containers uses a private data access model. Product managers and sales representatives are in different branches of the role hierarchy.

What should an Administrator do to ensure that product managers can report on opportunities in their product line?

Answer 6

Create a sharing rule based on criteria.

Question 7

Which report should a System Administrator use to display the number of Contacts related to an Account?

Answer 7

Summary report with a report formula

Question 8

Ursa Major Solar uses Validation Rule Fields.

What are two of these fields?

Choose 2 options.

Answer 8

1. Error Message
2. Error Condition Formula

Question 9

Ursa Major Solar is looking into backup methods.

Which set of small and large data backup methods are available in native Salesforce?

Answer 9

Data Loader Exports, Report Exports, and Weekly Data Export Service

Question 10

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?

Answer 10

Mass Update Addresses

Question 11

Ursa Major Solar has a million new Account records to upload into Salesforce.

What is the recommended method for uploading this data?

Answer 11

Utilize the Data Loader.

Question 12

At Ursa Major Solar, Sales representatives use a custom report type for Account reports. New fields have been created on the Account Object. An administrator needs to report on the newly created fields.

What should the administrator do to achieve this goal?

Answer 12

From the Custom Report Type, Edit Layout, then add the new fields to the report.

Question 13

Universal Containers regularly imports Accounts from an external order system that has its own ID field for each record.

What should the System Administrator do to help prevent duplicates during these imports?

Answer 13

Create a unique External ID field on Accounts in Salesforce for matching.

Question 14

A Finance user with the “View All Data” permission enabled sees no Opportunities when opening a Sales pipeline report. However, a Sales Rep sees Opportunities as expected.

Which two actions should a System Administrator perform to resolve this problem?

Answer 14

1. Select Save Hierarchy Level on the pipeline report.
2. Update the report filter to show All Opportunities.

Question 15

Which three reports can be used to display a list of the Top 10 Accounts on a dashboard?

Choose 3 options.

Answer 15

1. Summary report without a chart
2. Tabular report with Rows to Display set to 10.
3. Summary report with a chart

Question 16

An administrator for Ursa Major Solar wants to allow internal users to view a dashboard as a Sales Manager within a given sales region.

How can this be configured?

Answer 16

Create a dashboard to run as a specified user.

Question 17

What should the System Administrator check when users are unable to find a CustomReport Type?

Answer 17

Make sure the new Report Type is deployed.

Question 18

Ursa Major Solar is adding objects to a custom report type.

How many objects, maximum, can be added to this report type?

Answer 18

Four as long as the objects have associations

Question 19

Users at Ursa Major Solar are trying to create Opportunities.

When populating a custom picklist field, the users receive errors. Additionally, when the users select either of the two values in the picklist, they receive different error messages above the field and are unable to save the Opportunities.

Why is this error likely occurring?

Answer 19

The picklist field has contradicting validation rules.

Question 20

Ursa Major Solar wants all Sales Users to see a dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. The Opportunity sharing model is private.

What should the administrator do to fulfill this request?

Answer 20

Request for the Sales Manager to create the Dashboard from the Opportunities by User Report, select “View Dashboard as Me”, and save in the shared Dashboard Folder.

Question 21

Ursa Major Solar uses a validation rule to prevent invalid data.

What are three conditions where this rule is used?

Choose 3 options.

Answer 21

1. When records are imported.
2. When records are submitted using web-to-lead.
3. When records are edited and saved by a user.

Question 22

What should a System Administrator do to organize the fields available on a report?

Answer 22

Create a custom report type.

Question 23

A System Administrator will use the Import Wizard to update existing Account records.

Which values can the Import Wizard use to find matching records?

Answer 23

Account Name and Site fields

Question 24

Ursa Major Solar wants to add charts to a Salesforce dashboard.

What are three standard chart types that are available?

Choose 3 options.

Answer 24

1. Bar chart
2. Table
3. Gauge Chart

Question 25

Ursa Major Solar is importing data and has many records that do NOT meet the data validation criteria.

What will occur?

Answer 25

The import process will fail, but only for the records with invalid data

Question 26

What is a benefit of using a Lookup Filter instead of a Validation Rule?

Answer 26

Improves user efficiency when selecting a related record

Question 27

How long is data stored in the Recycle Bin?

Answer 27

Up to 15 days

Question 28

Which set of Salesforce records is exported by choosing the “Export All” option instead of “Export” in Data Loader?

Answer 28

Records for a specified object including records in the recycle bin.

Question 29

Ursa Major Solar needs to transfer records from one user to another user during a mass transfer of account records.

Which two record types can be used for this transfer?

Choose 2 options.

Answer 29

1. Open Cases
2. Closed Cases

Question 30

What should a System Administrator configure to provide each Sales Rep a dashboard that shows their current Opportunity pipeline?

Answer 30

Set the Dashboard Running User to the current user.

Question 31

Ursa Major Solar wants to ensure that unique data is always input into a specific field.

Which two field properties should the administrator configure?

Choose 2 options.

Answer 31

1. Unique
2. Required

Question 32

How should a System Administrator configure a report for each sales rep to see their own Open Opportunities?

Answer 32

Create a report filtered by “My Opportunities”.

Question 33

Which configuration option shows sales representatives the fields they must fill in prior to saving an Opportunity?

Answer 33

Page Layout required fields