FocusOnForce (1st try wrong) Flashcards by Denell O'Connor

A sales manager is planning to send an email to few hundred leads and wants each email to include the name of the intended recipient. The sales manager is wondering if there is a feature in Lighting Experience that would let them email multiple leads at the same time but would modify each email to contain the intended recipients name.

What Salesforce feature would allow them to do this?

Choose 1 answer.

LIST EMAIL : List Email in lightning Experience allows personalized individual email to be sent to multiple contacts, leads or campaign members, Email templets with merge fields can be used to customize each of these emails.

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Recently, a new Candidate tab request by the HR team of Telco Inc. was created for the recruitment application. The HR team is unable to locate the tab within the application.

What should the salesforce Administrator check to resolve the issue?

Choose 3 answers.

Creating a new tab and assignment to an app has 3 steps:

1) Create, name and the tab and select the object
2) Choose the users profiles for which the tab will be available
3) Choose the apps for which the custom tab will be available

User Visibility to areas within the application can be controlled by profile app visibility, tabs, and profile object-level permissions. Filed level security only controls visibility to individual fields. Assigned app settings for a profile specify the apps that users can select in the Force.com app menu, in this case, the application is visible, so that is the issue.

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A user would like to change the language that the user interface is displayed in.

How can the Salesforce Administrator accomplish this?

Choose 2 answers.

Advise the user to change the Language setting under ‘My Personal Information’

Change the Language setting for the user details page in setup

Updating the language setting in the user record or in the user’s personal information will result in the user interface and the help language changing.

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Which if the following settings can be configured from the “Company Settings’ section in Setup?

Choose 3 answers.

Fiscal Year Setting
Business Hours
Company Information

The Company Settings page in Lighting Experience allows updating settings such as company information, default language, default time zone, currencies, fiscal year settings, business hours, holidays, and available languages,

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A Salesforce Administrator is told that the sales rep profile should no longer have access to a tab available in an app.

Which tab setting should the Salesforce Administrator use?

Choose 1 answer.

Tab Hidden: The ‘Tab Hidden’ setting means that the tab will not be visible by default, and the user cannot enable it.

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Acme Corp is making the switch to Lightning Experience. The administrator is tasked with creating different pages to fulfil business requirements.

What pages are available to create with the Lightning App Builder?

Choose 3 answers.

App Page
Home Page
Record Page
Embedded Service Page

The Lighting App Builder can be used to create an App Page, Home Page, Record, or Embedded Service Page.

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Sales Reps in an organization need to record opportunities in USD and EUR.

How can a Salesforce Admin accomplish this?

Choose 2 answers.

Add the desired additional currency in the ‘Manage Currencies’ Page

Enable multiple currencies for the the organization in the ‘company information’ settings

Salesforce offers a multiple currencies feature, but it must first be enabled in the ‘Company Information’ page in Setup. After enabling multiple currencies, other currencies can be added in the “Manage Currencies’ Setting page in Setup.

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An org has multi-currency enabled.

What can cause a record in an import file to fail.

Choose 3 answers.

A required field is missing
The record fails system validation rules
The record fails customer validation rules

A record import file could fail because it is missing a required field, fails system validation rules, or fails custom validation rules.

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A Salesforce Admin has identified about 200 leads that were generated incorrectly through the web-to-lead form.

What are the best ways to remove these?

Choose 2 answers.

Use the Delete function of Data Loader

Use the Mass Delete Leads links

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Which of the following settings can be defined during report creation?

Choose 3 answers.

Data filters
Grouping
Graphs

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John Foster is a Sales force Admin at Global Support Inc. The support team reported to him an issue that every time they open a case from an account, they need to fill all the account related field information such as Account owner, owner email, and account address manually.

What should john do to automate the process?

choose 1 answer.

Create formula fields to retrieve the required Account information. Formula fields are the preferred choice when child records filed need to be populated with the parent record information.

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Which of the following types of fields can be used as the dependent filed in a field dependency?

Choose 2 answers.

Custom Picklist
Multi-Select Picklist

Only Custom Picklist or Multi-Select Picklist can be a dependent field in a field dependency.

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Which of the following types of field can be used as a controlling fields dependency?

Choose 2 answers.

Standard Checkbox
Custom Checkbox

The following types of fields can be be the controlling field in a field dependency: Standard Checkbox, Custom Checkbox, Standard Picklist and Custom picklist

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A Salesforce admin realizes that he needs to restore field he deleted five days ago.

Which of the following actions are appropriate after restoring a custom field?

Choose 2 answers.

Convert any lookup relationships to master-detail if required

Make the restored field required if necessary

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Checking if a field is required is an example of what type of validation?

choose 1 answer.

System Validation : includes checking for required fields, unique fields, and data type. System validation is reformed before custom validation rules

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Cosmic Road has multiple Case records types and is looking to implement a support process, How do record types relate to business process?

choose 1 answer.

A business process can be associated with multiple record types

The main office of Cosmic Solar has several conferences rooms that are used for presentations and meetings. Sales users of the company use Salesforce to schedule events.

While creating an event in Lightning Experience, what can a sales manager do to reserve a particular conference room for a meeting?

Choose 1 answer.

Add the conference room resource as an attendee. Meeting resources, such as conference rooms and projectors, can be reserved for an event, A resources can be added as an attendee while creating an event., Resources can be create by navigating to ‘Public Calendars and Resources’ n Setup

An inside sales rep would no longer like to receive updates on a very active post in their homepage feed. The salesforce admin recommends muting the post.

What is true regarding the ‘Mute Post’ Feature?

Choose 1 answer.

Posts can be automatically un-muted if the user is mentioned on the muted post.

Muting a post removes it from the Chatter and home pages feeds but not from a group, profile, or a record feed.

Muted post can be viewed using the ‘Muted’ Filter on the side panel in Salesforce Classic.

Posts can be muted using the dropdown menu or by replying to post emails with the word ‘mute’.

The Salesforce Administrator of Cosmic Clothing has added the ‘attendees’ field to the Event page layout. A sales representative is creating an event in Lighting Experience.

Which of the following can be added to the event as an attendee?

Choose 3 answers.

Users
Contacts
Leads

When creating an event in Lightning Experience, a sales rep can add Salesforce users, contacts, person accounts, and leads as attendees.

Global Finance has a B2B business model. The sales reps can provide a discount on their wide range of products depending on the customer. The Sales manager wants to control and approve the discount percentage every sales rep can offer.

Which solution will help achieve this with minimal customizations?

choose 1 answers.

Define An Approval Process. An Approval Process could be set up for the Quote object with entry criteria based on discount percentage that requires approval.

Which of the following are capabilities for the Data Import Wizard for adding or updating campaigns?

Choose 2 answers.

Update campaign member statuses
Add existing contacts to a campaign in the same import

The Data Import Wizard allows updating the status of multiple campaign members at once. It can also be used to add multiple contact as members of a campaign.

Sarah is the manager of a team of sales reps who collaborate on Opportunities. They are each awarded an appropriate share of the total sale on each Opportunity.

Which of the following features should her company implement?

choose 2 answers.

Opportunity Teams
Opportunity Split

Opportunity Teams allow defining a team that works together on opportunities.

Opportunity split allow opportunity revenue to be spit by percentage for each team member.

Team members must be in the opportunity team in order to add them to opportunity split.

An opportunity team has been created in Lightning Experience to allow a group[ of four sales representatives to work together to close a particular sales deal. Their sale manager would like to include a partner user in the opportunity team so that he can provide his assistance.

Which of the following is a true statement regarding the inclusion of a partner user in an opportunity team?

choose 1 answer.

A partner user can be included in a opportunity team just line internal users. A partner user can be included in an opportunity team just like internal users. It is possible to use lightning Experiences to add a partner user to an opportunity team.

What does the campaign influence feature allow.

Choose 2 answers.

Associate one primary campaign that has influenced the opportunity

Add multiple campaigns that have influences an opportunity to an opportunity related list.

Multiple campaigns that have influences an opportunity can be added to an opportunity related list. Although multiple campaigns can be influential, only one campaign can be selected as the primary Campaign source on the opportunity.

Which of these features are used to manage cases? choose 2 answers.

Email-to -Case Case Teams Email-to-Case and Web-to-Case can be used to create cases from emails sent to s specific email address or from a web form, respectively. 'Case Teams' are groups of users that can collaborate on a case.

Cosmic Solutions would like to automatically send a customer support survey to related contact for cases that originate from the Web. What steps should a Salesforce Administrator take to enable this? choose 2 answers.

Enable Surveys in the org and create s Survey to send to recipients Create Case Auto-Response Rule to automatically send emails if this is the Case criteria are met. In order to create or send surveys to participants, surveys must be enabled under "Survey Settings" in setup. After survey are enabled, the simplest way to meet this requirement would be set up a case Auto-Response rule to trigger when the Case Origin = "Web". A specific template to send to recipients can be selected from the Auto-Response rule page to minimize customization.

Cosmic Solutions would like to understand the relationship between cases and be able to view these relationships. How would they create a relationship between the two cases? choose 1 answer.

Add one of the cases as a parent of a related case using the Parent Case field. To create relationships between cases, the parent Case lookup field can be populated. Once case relationships have been create, these can be viewed by clicking \ View Case Hierarchy \ on a case.

Sales users of a certain company that offers professional services are allowed to adjust opportunity amounts when negotiating and trying to close deals with clients. However, if the deducted value is more that 10% of the original amount, the record should be automatically submitted for approval. How should this requirement be achieved using a flow? Choose 2 answers.

Build a record-triggered flow and use the $Record_Prior global variable to determine the previous Amount. Create a Formula resource that calculates the percentage of the deducted value and use it in a Decision element. A record-triggered flow that is configured to run when a record is created /updated, or updated only, is capable of accessing the previous values of the record that triggered the flow using the $Record_Prior global variable. A Formula resource can be created to calculate the percentage of the value that was deducted from the Amount. The decision element can then be used to submit the approval request if the calculated percentage is more than 10%.

The Sales manager of Cosmic Solutions has been assigned a task to create an automated system for processing discounts on Opportunities., Discount rates of up to 40% require the Sales Manger's approval, If the discount rate is more than 40%, it requires the CEO's approval. Which Salesforce automation solution is appropriate for this scenario? Choose 1 answer.

An Approval process is the ideal Salesforce declarative option to be used in this case. Two approval steps with criteria reflecting the discount percentages that require approval can be defined. A business process request is defined and it is automated an approval process.

Which of the following statements are true regarding a delegated approver? Choose 2 answers.

A delegated approver is an appointed user with approver permissions. Delegated approvers can reject an approval request. A delegated approver is a user who was designed as an alternate approver. This users receives the same approval request as assigned approvers. A delegated approver is selected on a users' detail page or from 'My Settings'. A delegated approver cannot reassign approval request; they can only approve or reject request.

A Salesforce Admin accesses Flow Builder to make final changes to flow before activating it. Where can the flow be quickly activated? Choose 1 answer.

Flow Builder interface FLows can be activated (or deactivated) directly via the Activate (or Deactivate) button in the Button Bar section of the Flow Builder interface.

A Salesforce Administrator wants to update the records that have a picklist field status of 'New' and make the field blank instead. How can this be achieved? Choose 1 answer.

Export the records, change the 'New' to blank and upload the Data Loader using the setting 'Insert Null Values'

John Foster is a Salesforce Admin at Global Support. The support team reported to hm an issue that every time they open a case from an account, they need to fill all the account -related field information such as Account owner, Owner email, And Account Address manually. What should JOhn do to automate this process? Choose 1 answer.

Create formula fields to retrieve the required Account information

A user created a new list view and wants to share it with colleagues. Which of the following is true about the list view visibility options that will be available for the user to select? Choose 1 answer.

It depends on whether the user creating the list view has the necessary permissions either through their profile or a permission set

Dynamic Computing would like to be able to manage sales task differently between their computer system and computer accessories sales and display different field for each. How can this requirement be met? Choose 2 answers.

Record Types Page Layouts Record types allow different sales processes, picklist values, and page layouts to be displayed based on the profile of the current user.

The marketing team of cosmic Learning Solutions uses Lightning Experience to manage campaigns in Salesforce. Each campaign has a lifecycle, and a custom picklist filed is used by marketing users to specify the stage of a campaign. The Marketing Director would like to add guidance for the users, especially those who are new to the company, by providing stage-specific tips, best practices, and other company information necessary to move a campaign to the next stage. How can a Sales Cloud Consultant meet this requirement? Choose 2 answers.

Create a new Path using the custom picklist field for the Campaign object. Use Lightning App Builder to add the Path feature that allows visualizing and tracking the stages of campaigns. In Lightning Experience, a PAth can be created for an object to visually display steps related to a business process associated with the abject and provide guidance to users. The guidance can be in the form of tips, links, best practices, or company policy information related to each stage of the business process. The fields that appear for each stage and the guidance text can be configured. After creating a Path, the 'Path' component needs to be added to the object's record page using the LIghtning App Builder.

The system administrator of cosmic Solutions is building a flow that should be trigger after an account record is updated. When the rating of an Account record changes to 'Hot', the flow should automatically send an email to the account manager and send related data to an enterprise resource planning system using Apex code. When the rating changes to 'Cold', it should only send an email to the account manager. Without using the 'Is Changed' operator, which of the following represents the correct way of configuring the outcomes in the Decision element of the flow this use case? Choose 1 answer.

Each outcome in the element should be configured to execute 'pnl;y' if the record that triggered the flow to run is updated to meet the condition requirements'.