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.
Which two statements about products and price books are true?
- A product can have a different list price in different price books.
- The standard and list price for a product can be listed in multiple currencies.
What are two valid assignee options when configuring Case Assignment Rules?
- User
- Queue
What are two features of Knowledge?
- Knowledge articles are always publicly available for customers.
- Users can rate the helpfulness of articles.
What are two considerations when configuring workflow rules?
- Rules can be evaluated when records are created or edited.
- Rule actions can take place immediately or can be time based.
In which two places should cases be assigned when case assignment rules are being set up?
- Queue
- User
Which two actions can be completed with a workflow field update?
- Change the record type of a record.
- Apply a specific value to a field.
A system administrator wants to ensure that unique data is always input into a specific field. Which two field properties should be configured?
- Unique
- Required
Universal Containers needs to upload 1 million new Account records to Salesforce. What should the Administrator recommend to perform this data upload?
Use the Data Loader
Sales users need an easy way to let their colleagues know when they go on vacation. How should the Administrator accomplish this task quickly?
Enable “Out of Office Message” functionality in Chatter.
What are two valid use cases for Salesforce Communities?
- External partners can track the status of joint opportunities.
- External customers can track their purchases and open support cases.
Which currency is used as the basis for all currency conversion rates when the multiple currencies feature is enabled?
Corporate currency
Which three settings are controlled by a user’s profile?
- Field-level security
- Assigned apps
- Record type assignment
- A company has a complicated Sales process regarding its opportunities. The company has three different lines of business (Widget A, Widget B, Widget C) that each contain fields specific to that line of business’s industry and customers. For each line of business, there is a specific set of fields that Sales users should see and a different set of fields that Marketing users should see. How should an Administrator configure Page Layouts and Record Types for the Opportunity object so that each team sees what it needs to see, without cluttered layouts containing unnecessary fields?
-Create three Record Types (Widget A, Widget B, Widget C) with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C).
Which set of standard objects are children of the Account object in a many-to-one relationship?
-Opportunity, Contact, and Case
A series of new report folders has been created. Which set of folder sharing options are available in Salesforce Classic to assign these new folders to the appropriate Salesforce users?
-Users, Public Groups, Roles, and Role and Subordinates
Which three standard chart types can be placed on a Salesforce dashboard?
- Bar charts
- Tables
- Gauge charts
An administrator has been asked to give all users in the Marketing User profile the View All permission for Campaigns. Which two ways can this be accomplished?
- Assign a permission set to all users.
- Assign all users to a custom profile.
A Lightning for Outlook layout can be assigned to which two options?
- User
- Profile
What does campaign influence allow a user to do?
Report on the campaigns that have contributed to an opportunity
Universal Containers wants to understand all of the configuration changes that have been made over the last six months. Which tool should an administrator use to gather this information?
Setup Audit Trail
Which two ways allow a sales user to relate an opportunity to a campaign?
- Use the campaign influence related list on the opportunity.
- Select the primary campaign source for the opportunity.
Which two settings can a system administrator enable in the User Interface Setup?
- Printable list views
- Related list hover links
Universal Containers has a small group of users on Lightning Experience. Selected report folders are shared with these users. How can the System Administrator prevent these users from customizing the information in the reports?
Lock report filters
Which three features can automatically create a Case?
- Web-to-Case
- Process Builder
- Email-to-Case
A competitor recently lost valuable data due to a power outage, so Universal Containers (UC) has decided to ensure that its Salesforce data is backed up. Which two statements should the Administrator make to UC?
- Salesforce offers a weekly or monthly backup service via a zip file.
- Universal Containers can download an app from the AppExchange
A Universal Containers (UC) Administrator has created a new Lightning record page for the Sales team to display a report chart embedded on the Account page. There are no Record Types for Account at this time. Which step should the Administrator take to make this page the default view of the UC app for the Sales team without impacting the Support team?
Make the page the default object record page for the UC app for the Sales profile.
Which two statements are correct regarding an approval process?
- An approval action defines the result of record approval or rejection.
- The approval history related list can be used to track the process.
What is a valid organization-wide default option for the Account object?
Private
The sales users at Universal Containers need to view their Opportunities grouped by Stage, and as a source report on a dashboard component. Which report format should the System Administrator use to fulfill these requirements?
-Summary
Universal Containers uses a Private access model for Cases. Support agents own cases and occasionally product specialists need access to cases in their product line. Which two actions will result in the needed access?
- Case owners configure pre-defined case teams.
- Case owners manually add product specialists to ad hoc case teams.
- Sale reps are supposed to create a record on a child object of Opportunities called Survey Request when an Opportunity is moved to Closed Won. The VP of Sales Operations has indicated that this doesn’t always happen, or the rep doesn’t populate all fields correctly. The System administrator has been asked to remove permissions from Sales to create these records and automate record creation. Which tool should be used?
Process Builder
Which two feature licenses can be assigned to a user record in Salesforce?
- Knowledge User
- Service Cloud User
Universal Containers (UC) is rolling out a new approval process. As the last step in the process after an Opportunity has been approved, UC wants to send a contract to its customer for signature. What should an Administrator suggest to implement this functionality?
Install an app from the AppExchange.
Universal Containers wants to create a custom object to capture account survey data. Users must be able to select an account from the survey record and view related surveys on the account record. Which two actions should the system administrator take to meet these requirements?
- Create a lookup relationship field on the survey object.
- Add the survey related list to the account page layout.
What are two considerations when configuring the lead conversion process?
- Custom lead fields can be mapped to account, contact, and opportunity fields.
- Standard lead fields are automatically converted to account, contact and opportunity fields.
Marketing wants to brand the Salesforce Mobile app to match Universal Containers approved company colors and graphics. Which set of Salesforce Mobile app branding options is available to the Administrator?
Brand Color, Loading Page Color, and Loading Page Logo
Universal Containers has just acquired a new company whose Sales team has a unique sales process with stages that are different than currently set up in Salesforce. To make sure the acquisition runs smoothly, the Executive team does NOT want the new Sales team to have to change their process at all. What should the administrator do to incorporate the new Sales team’s process?
Create new values for the Opportunity Stage field and create a new Sales Process assigned to a custom Record Type for the new sales team.
What are two considerations when configuring the lead conversion process?
- Standard lead fields are automatically converted to account, contact, and opportunity fields.
- Custom lead fields can be mapped to account, contact, and opportunity fields.
Sales representative at Universal Containers often schedules in-person meetings at customer offices. Management wants to track activities for this meeting category to clearly display customer office meetings in the Account, Contact, or Opportunity page layouts, as well as adding this data to reports. Which method should a System Administrator use to solve this business request?
Have the user manually enter the meeting details in the Description field on Accounts, Contacts, and Opportunities.
In which two locations can a system administrator assign a page layout?
- Profile
- Record Type
Universal Containers wants support agents skilled in a particular product line to own cases directly after customers log them from an automated channel. Which feature meets this requirement?
Assignment Rules
A System Administrator has set up a new user. How long does the user have to activate the account before the email link expires by default?
7 days
. A time-dependent action is placed in the workflow queue when the record is created. Which two scenarios will cause the action to be removed from the queue?
- When the action is deleted from the workflow queue
- When the record no longer matches the rule criteria
Universal Containers (UC) wants to customize basic Salesforce Reports using Lightning Experience. In which two ways can Reports be customized?
- Add a chart.
- Add a filter.
What will happen when a user 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?
The user will not be able to log in at all.
Universal Containers has decided to offer a partner its products at a discounted rate applied to all opportunities. What should the administrator do to make sure that the appropriate prices are applied to products on opportunities for this partner?
Create a new list price on the Standard Price Book.
What are two good use cases for a Salesforce approval process?
- A sales process where the first level approval can be denied and automatically routed to the Sales VP for final approval.
- A sales process that involves approval to a queue member for all opportunities and an additional approval by a sales VP for opportunities over a certain amount.
Which two dashboard components are populated with data from the grand total of a custom report?
- Metric
- Gauge
Which three can be modified on standard object fields?
- Label
- Help text
- Picklist values
Universal Containers has just restructured its sales department. Records that the sales manager expects to see are NOT showing up in the new opportunity report. Which three questions should the administrator as to troubleshoot this issue?
- Are records still being shared with the sales manager?
- Do the records the sales manager expects to see match the filter criteria?
- Do owners of all records have roles and correct territory assignments?
To ensure compliance with a platinum service level agreement, cases that remain in the tier 2 queue for more than four hours must be re-assigned to the tier 3 queue. Which feature meets this requirement?
Case Escalation Rule
The administrator at Universal Containers will create a custom field to track a specific Tier 2 support user on a case record. Which data type should be used when creating this custom field?
Lookup relationship
How can a new system administrator quickly provide access to adoption reports and dashboards for managers?
Search the AppExchange for free adoption report apps.
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
What should an administrator consider when setting up Case Feed?
Chatter Feed tracking must be enabled for the case object.
Which setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any app, but still allows a user to view records that would normally be found under this tab?
Tab Settings
Users in separate departments are able to see and edit different fields on Opportunities. The sales team can edit all fields on the opportunity while the support team has read-only access to these fields. Where is field-level security controlled for users on these teams?
Profile
Sales representatives use a custom report type for Account reports. New fields have been created on the account object. What should a System Administrator do to report on the newly created fields?
From the custom report type, edit layout, then add the new fields to the report.
As part of a Salesforce Stakeholder meeting, the CTO of Universal Containers ask the system administrator to provide information for Total Salesforce Licenses, Used Licenses, and the Remaining Salesforce licenses. Where would a system administrator find this information?
Company Information
Universal Containers is onboarding ten new employees in two weeks. Which two methods should a system administrator use to create user records in Salesforce without activating them?
- Click add multiple users and ensure that generate new password and notify user immediately are unchecked.
- Create a .csv file ensuring that IsActive = False, and use the data loader to insert.
Universal Containers has Public Read/Write Organization-Wide Default sharing for accounts. Company leadership has decided that marketing should never modify an Account record. What should the system administrator do to restrict these users?
Remove edit access on accounts from the custom marketing profile.
A sales manager wants all sales users in the department to see a dashboard that displays Total Closed/Won Opportunity Amount by user on a monthly basis. The opportunity sharing model is private. How can the administrator meet the requirement?
Create the dashboard from the opportunities by user report, then save it in the shared dashboard folder as a dynamic dashboard
Universal Containers has a Web-to-Case form on its Lightning Customer Community. UC wants to separate Cases into the following product categories: Corrugated Paper, Fiberboard, and Metal. UC has added a picklist field to store this data. How can the case be automatically placed in the correct queue upon submission?
Create assignment rules based on the picklist values to move cases to a queue.
An administrator needs to create a Sales Process for a new product. What are three considerations for this process?
- The Record Type’s Page Layout is assigned to users through their profile assignments
- Adding a new value to the Record Type Master Picklist Value List adds the value to all existing Record Type picklists
- All Picklist values on the Page Layout must be added to the Master picklist Value list or be active values.
The sales team at Universal Containers wants an easy solution to gather customer requirements and share presentations with their customers. Which two actions should an administrator take to help the sales team achieve this goal?
- Add customers to private Chatter groups
- Use Chatter files to share presentations
Universal Containers tracks both customer issues and user issues. A customer issue can be logged as: -New -Working -Closed A user issue can be logged as: -New -Waiting for reply -Closed Which features should a system administrator use to track both case types?
Process Builder and Page Layouts
Universal Containers has created a new custom object called Regulations that is a child of the Account object. All users want to view Regulations when viewing Accounts with the Sales Account Page Layout. How should a Salesforce Administrator provide access to regulations on the Sales Account Page Layout?
Add a new related list for Regulations to the Sales Account Page Layout
Sales reps are supposed to create a record on a child object of Opportunities called Survey Request when an opportunity is moved to Closed Won. The VP of Sales Operations has indicated that this doesn’t always happen or the rep doesn’t populate all fields correctly. The system administrator has been asked to remove permissions from Sales to create these records and automate record creation. Which tool should be used?
Process Builder
A Salesforce Administrator is creating a new user. What should the Administrator consider when selecting the Username?
It must look like an email address and be unique across all Salesforce organizations.
What happens if some records do NOT meet the data validation criteria when importing data?
Import process fails only for the records with invalid data.
Which set of small and large data backup methods are available in the native Salesforce?
Report Exports, Weekly Data Export Service, and Data Loader Exports
The warehouse manager has received a new product line of containers. Management wants a spreadsheet of new products and a separate spreadsheet of pricebooks loaded into Salesforce. Which Salesforce data tool should the System Administrator use to meet this request?
Data Loader
Universal Containers is having a quality control problem with one of its product lines. Which standard object can be used to track the extent of the problem?
Case
A system administrator at Universal Containers created a new account record type. However, sales users are unable to select the new record type when creating new account records. What are two possible reasons for this?
- The record type has not been added to the sales user profile.
- The record type has NOT been activated.
What describes the capabilities of Salesforce Knowledge?
A knowledge base composed of articles that can be written and used by support agents
Campaign Member can be associated with which two objects?
- Lead
- Contact
How can an administrator capture custom lead data on the converted contact when converting a lead?
Map custom lead fields to custom contact fields.
Universal Containers uses Accounts in its Sales process but only some users have access to them. New users require Read access to Accounts. Two of the new users require Edit access as well. How should an administrator configure access for the new users?
Create a profile to grant Account View access and a Permission to grant Account Edit access to specific users.
High Priority accounts at Universal Containers have an assigned District Manager, Sales Representative, Inside Sales Representative, and Customer Service Representative. Management wants to prevent these accounts from being contacted accidentally multiple times on the same day, and they want to report on the various customer interactions. How should the Administrator meet these requirements?
Log a separate Task, Call, or Activity on the Account.
Marketing has requested that the System Administrator update contacts with a spreadsheet of email addresses obtained from the company website. Which set of fields are required to update the contact with the new email address using the Data Import Wizard?
Account ID and Contact Email Address
Under which three conditions should a validation rule be used to prevent invalid data?
- When records are imported.
- When records are edited and saved by a user.
- When records are submitted using web-to-lead.
Users CANNOT save email templates in the “Unified Public Email Templates” folder. How could a system Administrator allow users to save emails to this folder?
Go to the profile of each user and check the box for Manage Public Templates.
All Salesforce users at Universal Containers are using the predefined actions. Several new actions have been created for different departments and are waiting to be assigned to the users in these departments. Where does a System Administrator override the predefined actions, created a new customized set of actions, and assign the new customized action layout?
Publisher Layouts
An opportunity record with a close date of July 30 meets the criteria of a time-dependent workflow rule. The time-dependent action is scheduled for July 23. What happens if the opportunity is edited before July 23 and no longer meets the criteria?
The time-dependent action is automatically removed from the queue.
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
Users are trying to create Opportunities and are receiving errors when populating a custom picklist field. When users select either of the two values in the picklist, they receive different error messages above the field and are NOT able to save the opportunities. What is the likely cause of the error?
There are contradicting validation rules on the picklist field.
Universal Containers wants to decrease call volume for the support team by creating a self-service community that will host published articles with FAQ information and provide a chat with support reps. Which two features meet these requirements?
- Knowledge
- Live Agent/Chat
Previous Universal Containers sales representatives worked on approximately 200 accounts with billing addresses in New York. These sales representatives need to retain viewing and editing access to these accounts for 1-3 months. How can a system administrator easily provide view and edit access to these users for the 200 accounts.
Create a new account sharing rule for the sales representative profile with criteria based on billing state equals New York.
An administrator is creating a new user. Which two aspects should be considered when creating the username?
- Username is in the format of an Email Address.
- Username is unique across all Salesforce Orgs.
Universal Containers has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity.
Manually share the record with the public group.
The service department at Universal Containers wants its agents to capture and display different information on Case Records based on whether customers are calling in with a complaint, question, or product suggestion. Which three features should the System Administrator use to fulfill this requirement?
- Page layouts
- Support processes
- Record types
What is in the locale settings?
- Locale
- Language
- Time Zone
What should administrator be aware of when setting custom fiscal year?
- Custom fiscal year can NOT be disabled.
- Custom fiscal year must be set manually.
What user interface setting must be enabled for users to edit records in a list view?
- Inline editing
- Enhanced lists
How can user access for Mobile access?
- Using supported mobile browser
- Use downloadable Salesforce Mobile App
A user would like to change the language that the user interface is displayed in, how can the administrator accomplish this?
The administrator advises the user to change the Language setting in the user’s Personal Information
I have 25 Salesforce (User) licenses, how many users can an administrator create?
25
Which set of standard objects are children of the Account object in a many-to-one relationship?
Opportunity, Contact, and Case
Which two settings can a system administrator enable in the User Interface Setup?
- Printable list views
- Related list hover links
What is determined by the user’s profile?
determines what users can do and see in the organization
A user receives an error message when attempting to log in to Salesforce. What is the first step an administrator should take to troubleshoot the problem?
check the user’s login history always
What access can be given using Account sharing rules?
- read only
- read/write
What type of record access can an Administrator grant through sharing rules?
- Read/Write
- Read Only
Universal Containers set the Organization-Wide Defaults for accounts to public read/write. The sales management team imported new set of Account records and needs to limit access to them. Access should be restricted to the Account Owner and members of a Public Group. How can this be accomplished?
Update the organization - wide defaults for accounts to private and create a sharing rule for the group.
If a user is working in Salesforce when the login hours end, what will happen?
The user can continue viewing the page but not another page
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
Universal Containers wants to create a custom object to capture account survey data. Users must be able to select an account from the survey record and view related surveys on the account record. Which two actions should the system administrator take to meet these requirements?
- Create a lookup relationship field on the survey object.
- Add the survey related list to the account page layout.
Where do we setup Field Level Security?
- Fields & Relationships > select specific Field
- Profile > Object Settings
. A system administrator at Universal Containers created a new account record type. However, sales users are unable to select the new record type when creating new account records. What are two possible reasons for this?
- The record type has not been activated.
- The record type has not been added to the sales user profile.
Universal Containers needs to upload 1 million new Account records to Salesforce. What should the Administrator recommend to perform this data upload?
Use the Data Loader
What can be transferred from one user to another user during mass transfer of account records?
- Closed Cases
- Open Activities
- Open Cases owned by the existing Account owner.
Which circumstance will prevent a system administrator from deleting a custom field?
The field is part of a field dependency.
A system administrator at Universal containers incorrectly imported a set of records and needs to remove them from Salesforce. Which tool should the administrator use to complete the task?
- Data Loader
- Mass Delete
