Exam Questions 1 Flashcards
Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and want to share all cross-sell opportunities with a team of subject matter experts in their organization. The company has different roles, and the organization- wide default for Opportunity is set to Private.
How should the administrator accomplish this?
A. Enable territory management, assign the subject matter experts to the same. territory, and give them access to the records with manual sharing.
B. Change the organization-wide default for Opportunity from Private to Public Read/Write to open up access for the subject matter experts.
C. Add the subject matter experts to a public group and give them access to the records with a criteria-based sharing rule.
D. Create a new role for the subject matter experts and give them access to the records with an owner-based sharing rule.
C. Add the subject matter experts to a public group and give them access to the records with a criteria-based sharing rule.
Cloud Kicks has the organization-wide sharing default set to private on the Shoe object. The sales manager should be able to view a report containing shoe records for all of the sales reps on their team. Which three items should the administrator configure to provide appropriate access to the report?
Choose 3 answers
A. Folder Access
B. Field-Level Security
C. Custom Report Type
D. Role Hierarchy
E. Report Subscription
A. Folder Access
B. Field-Level Security
D. Role Hierarchy
Cloud Kicks needs to be able to show different picklist values for sales and marketing users. Which two options will meet this requirement?
Choose 2 answers
A. Two page layouts, one record type, two picklists
B. One page layout, two record types, one picklist
C. One record type, two profiles, one picklist
D. Two permission sets, one record type, one picklist
A. Two page layouts, one record type, two picklists
B. One page layout, two record types, one picklist
A sales rep at Ursa Major Solar has launched a series of networking events. They are hosting one event per month and want to be able to report on Campaign ROI by month and series. How should the administrator set up the Campaign to simplify reporting?
A. Create individual Campaigns that all have the same name.
B. Use Campaign Hierarchy where the monthly events roll up to a parent Campaign.
C. Add different record types for the monthly event types.
D. Configure Campaign Member Statuses to record which event Members attended.
D. Configure Campaign Member Statuses to record which event Members attended.
Northern Trail Outfitters wants emails received from customers to generate cases automatically. How should the administrator ensure that the emails are sent to the correct queue?
A. Configure Email-to-Case so emails are delivered to the correct queue.
B. Use a custom emall service to set the owner of the case upon creation.
C. Utilize a flow to identify the correct queue and assign the case.
D. Create an Escalation Rule to send cases to the correct queue.
A. Configure Email-to-Case so emails are delivered to the correct queue.
Northern Trail Outfitters has hired interns to enter Leads into Salesforce and has requested a way to identify these new records from existing Leads. What approach should an administrator take to meet this requirement?
A. B. Set up Web-to-Lead for the interns’ use.
B. Create a separate Lead Lightning App.
C. Update the active Lead Assignment Rules.
D. Define a record type and assign it to the interns.
D. Define a record type and assign it to the interns.
An administrator at DreamHouse Realty needs to create customized pages for the Salesforce mobile app. Which two types of pages could an administrator build and customize using the Lightning App Builder?
Choose 2 answers
A. Dashboard page
B. Record page
C. User page
D. App page
B. Record page
D. App page
Cloud Kicks wants to track shoe designs by products because there can be multiple designs for one product across various stages. They need to know how many designs have been created for a given product on the product record. Which two steps should the administrator configure to meet this requirement? Choose 2 answers
A. Configure a custom lookup field for shoe designs on the Product object.
B. Use the standard object for designs.
C. Create a custom object for shoe designs.
D. Add a custom master-detail field for shoe designs on the Design object.
C. Create a custom object for shoe designs.
D. Add a custom master-detail field for shoe designs on the Design object.
Cloud Kicks 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. A user with a manager role above the agent.
B. A user with the System Administrator profile.
C. A user with Read permission on the account.
D. A user with the Manage Cases permission.
B. A user with the System Administrator profile.
D. A user with the Manage Cases permission.
Cloud Kicks wants users to only be able to choose Opportunity stage closed won if the Lead source has been selected. How should the administrator accomplish this goal?
A. Configure a validation rule requiring Lead source when the stage is set to closed won only on the page layout.
B Change the Opportunity stage field to read
C. Make Lead source a dependent picklist to the Opportunity stage field.
D. Modify the Opportunity stage a dependent picklist to the Lead source field.
A. Configure a validation rule requiring Lead source when the stage is set to closed won only on the page layout.
Ursa Major Solar 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 a previous status.
Which feature should an administrator use to fulfill this request?
A. Dependent Picklists
B. Predefined Field Values
C. Validation Rules
D. Global Value Picklists
C. Validation Rules
team of support users at Cloud Kicks is helping inside sales reps make follow-up calls to prospects that filled out an interest form online. The team currently does not have access to the Lead object.
How should an administrator provide proper access?
A. Assign a new role
B. Set up Manual sharing
C. Create a new profile
D. Configure permission sets
D. Configure permission sets
DreamHouse Realty regularly holds open houses for the selling of both houses and condominiums. For condominium open houses, there are a few extra steps that need to be taken. Agents need to be able to submit requests and receive approvals from the homeowners’ association.
How can the administrator ensure these extra steps only appear when creating open house records for condominiums?
A. Create two page layouts. Use processes and record type appropriate picklist values.
B. Create two page layouts, one with a House Status field to display the Condominium Status field.
C. Create one page layout. Use business processes to ensuind the other with a picklist values display.
D. Create one page layout. Use record typrocessinsuo ensure the proper status values display
A. Create two page layouts. Use processes and record type appropriate picklist values.
The Support team at Ursa Major Solar occasionally views shipments from an application external to Salesforce. What is the best way to configure the UI to allow for this functionality?
A. Filter by a single shipment record type in the list view.
B. Add the Manage List Views permission for support users.
C. Use external objects and add a custom tab to the Support App for support agents.
D. Split views are only available on standard objects.
C. Use external objects and add a custom tab to the Support App for support agents.
At Universal Containers, users would like to be able to share Salesforce records with other members of their team, while collaborating around general topics as well. Which are two considerations for enabling this functionality?
Choose 2 answers
A. Object layouts should be configured to include the groups related list.
B. The Add Record action must be configured in the group publisher.
C. An administrator needs to create a group to enable record sharing.
D. Collaboration groups are created automatically for every department.
B. The Add Record action must be configured in the group publisher.
C. An administrator needs to create a group to enable record sharing.
The administrator for Cloud Kicks has created a screen flow to help service reps ask the same set of questions when customers call in with issues. This screen should be visible from cases.
How should the screen flow be distributed?
A. Lightning Page
B. Component Filter
C. Home Page
D. Page Layout
A. Lightning Page
Ursa Major Solar classifies its accounts as Silver, Gold, or Platinum Level. When a new case is created for a Silver or Gold partner, it should go to the Regular Support Queue. When an account is Platinum Level, it should automatically go to the Priority Support Queue. What should the administrator use to achieve this?
A. Escalation Rules
B. Assignment Rules
C. Workflow Rules
D. Case Rules
B. Assignment Rules
The administrator at Universal Containers has a screen flow that helps users create new leads. When Lead Source is “Search Engine”, the administrator needs to require the user to choose a specific search engine from a picklist. If Lead Source is not “Search Engine”, this picklist should be hidden. What is the most efficient way for the administrator to complete this requirement?
A. Configure a picklist for Specific Search Engine, and use a validation rule to conditionally show only when Lead Source is “Search Engine”.
B. Use an assignment element, one for when Lead Source is “Search Engine” and one for everything else.
C. Use a conditional filter in the screen element to only show ‘Specific Search Engine field only when Lead Source is “Search Engine”.
D. Create a picklist for Specific Search Engine, and set conditional visibility so that It is only shown when Lead Source is “Search Engine”.
C. Use a conditional filter in the screen element to only show ‘Specific Search Engine field only when Lead Source is “Search Engine”.
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 administrator use to address this need?
Choose 3 answers
A. Enable guided selling.
B. Configure Opportunity Path.
C. Mark fields required on the page layout.
D. Use validation rules.
E. Use Flow to mark fields required.
B. Configure Opportunity Path.
C. Mark fields required on the page layout.
D. Use validation rules.
An administrator at Northern Trail Outfitters is creating a validation rule. Which two functions should the administrator use when creating a validation rule?
Choose 2 answers
A. Formula return type
B. Error message location
C. Rule active date
D. Error condition formula
B. Error message location
D. Error condition formula
When a sales rep clicks a button on an opportunity, a simple discount calculator screen should be launched. Which automation tool should an administrator use to build this discount calculator screen?
A. Flow Builder
B. Platform Event
C. Process Builder
D. Workflow Rule
A. Flow Builder
The sales director at Cloud Kicks wants to be able to predict upcoming revenue in the next several fiscal quarters so they can set goals and benchmark how reps are performing. Which two features should the administrator configure?
Choose 2 answers
A. Opportunity List View
B. Sales Quotas
C. Forecasting
D. Opportunity Stages
B. Sales Quotas
C. Forecasting
Universal Containers has two sales teams, sales team A and sales team B. Each team has their own role in the role hierarchy. Both roles are subordinates of the same Manager role.
How should the administrator share records owned by sales team A with sales team B?
A. Hierarchical sharing
B. Criteria-based sharing
C. Use manual sharing
D. Owner-based sharing
D. Owner-based sharing
An administrator at DreamHouse Realty wants an easier way to assign cases based on agent capacity and skill set.
Which feature should the administrator enable to meet this requirement?
A. Omni-Channel
B. Territory Management
C. Escalation Rules
D. Knowledge Management
A. Omni-Channel
The Ursa Major Solar administrator is editing the page layout for a new custom object. A text area field is accidentally removed from the page layout, and it needs to be restored to the page layout. Which are two methods for achieving this goal?
Choose 2 answers
A. From the fields palette, drag the field into the same position.
B. Clone the layout from a different profile and use save as.
C. Restore from the recycle bin within 15 days.
D. Restore original page layout from a sandbox.
A. From the fields palette, drag the field into the same position.
D. Restore original page layout from a sandbox.
An administrator at Universal Containers has been asked to prevent some users from accessing Salesforce from outside of their network. What are two considerations for this configuration?
Choose 2 answers
A. Restrict U2F Security Keys on the user’s profile to enforce login hours.
B. IP address restrictions are set on the profile for the org.
C. Assign single sign-on to a permission set to allow users to log in when outside the network.
D. Enforce Login IP Ranges on Every Request on the profile must be selected to enforce IP restrictions.
B. IP address restrictions are set on the profile for the org.
D. Enforce Login IP Ranges on Every Request on the profile must be selected to enforce IP restrictions.