EXAM Flashcards
- What are three considerations when a user is importing data via Data Loader?
- Importing data into checkbox fields allows for the use of TRUE/FALSE.
- Unrestricted picklists, a new picklist value will be applied but will NOT be added to the picklist.
- Restricted picklists, a new picklist value will be ignored, and the default value applied.
Universal Containers has a private sharing model on Opportunities. The System Administrator has been asked to create a new custom object that will track customer payment information and will link to the Opportunity. Only those users with access to the Opportunity should be able to see the records on the new object. What should the Administrator do to accomplish this task?
Enable Forecast Rollups
Universal Containers has activated Web-to-Case on their corporate website. IT configured Auto-Response to thank the customer for logging the case and activated Assignment Rules based on the state (USA) in which the customer resides. Case ownership is therefore determined and routed to the corresponding queue-North, South, East, or West. Customer Cases that do NOT meet the existing criteria should be assigned to Queue - World. Which solution will satisfy this requirement?
In Case Support Settings, change Default Case Owner to Queue - World.
Customers are requesting custom colored containers, which are NOT currently part of the standard inventory. Management has decided to add custom coloring as an add-on item in Salesforce. Which action should the Administrator take to allow sales users to add custom coloring to the total Opportunity Sale?
Add Custom Coloring as a new Product in an Order.
The Universal Containers Administrator is editing the page layout for a new custom object when a text area field is inadvertently deleted from the page layout. What are three methods for restoring the field to the page layout?
- Clone the layout from a different profile and use Save As.
- Click the Undo button or the Cancel button.
- From the Fields palette, drag the field into the same position.
How can an administrator capture custom lead data on the converted contact when converting a lead?
Map custom lead fields to custom contact fields.
Which three types of customization can be done on Activities (tasks and events)?
- Validation Rules – (Salesforce Classic)
- Workflow Rules
- Custom Fields
Salesforce users have a session timeout of 12 hours. Management is requesting that the session timeout be increased to 24 hours and that the inactive users are logged out at that time. How should a System Administrator accommodate this request?
In Session Settings, choose 24 Hours in the Timeout section, and check the box for Force logout on session timeout.
A new custom object called Manufacturers has been created for Universal Containers. Where should a System Administrator adjust how the object appears when it is found in the global research?
Object Manager, Manufacturers, and Search Layouts
Universal Containers wants to ensure that its org is secure and has asked an Administrator to configure password requirements for its users. Which three actions are Administrators able to configure?
- Set maximum invalid login attempts
- Set password complexity requirements
- Set the length of time before passwords expire
How can an administrator allow all internal users to view a dashboard as a Sales Manager within a sales region?
Create a dashboard to run as a specified user.
Universal Containers wants to ensure that High Priority cases get responded to in at least 4 hours or wants them escalated to a Queue called “High Priority Queue.” How should an Administrator configure the Case management process to implement this requirement?
Create an Escalation Rule to assign all Cases where Status = High to the High Priority Queue based on the last modification time and set the Age Over to 4 (Hours).
The support group at Universal Containers wants agents to capture different information for product support and inquiry cases. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases. Which three features should an administrator use to meet these requirements?
- Page Layouts
- Support Processes
- Record Types
Users create expense reports and attach receipts in an Expenses app before submitting them for approval. What should the Administrator consider from a User’s perspective when enabling this App for Salesforce Mobile?
Users can create records, attach receipts as photos, and submit for approval.
Which two types of record access could an administrator grant through sharing rules?
- Read/Write
- Read Only
The VP of Sales is using the Collaborative Forecasting to track sales rep quote attainment. The VP wants to be notified when sales reps move the Opportunity Stage backward in the sales process. Which feature should the System Administrator use?
Workflow Rule
When working on opportunities, sales representatives at Universal Containers need to understand how their peers have successfully managed other opportunities with comparable products, competing against the same competitors. Which two features should an administrator use to facilitate this?
- Chatter groups
- Opportunity Dashboard
A sales manager at Universal Containers wants to rename and delete dashboards in the California Dashboards Folder. How should a System Administrator accomplish this?
Go to the California Sales Dashboards Folder, Share, and choose Manage access for the Sales Manager.
What is the maximum number of objects that can be added to a custom report type?
Four, as long as the objects have associations
A salesforce user at Universal Containers has been deactivated. What will happen to the records the user owns in Salesforce?
All records are assigned to the deactivated user until reassigned.
Which two types of records can be transferred from one user to another user during a mass transfer of account records?
- Open cases
- Closed cases
Universal Containers has purchased 25 new Salesforce licenses. How many users can a System Administrator create at the same time on the Add Multiple Users page?
A maximum of 10 users.
What are two Validation Rule Fields?
- Error Condition Formula
- Error Message
What are two capabilities of the content delivery feature of Salesforce Content?
- Associate the content delivery with a Salesforce record.
- Password protect content deliveries that contain sensitive data.