FoF Questions Flashcards
A workflow rule is being used to create a task for a sales rep to do a follow-up call when a member of the prequalification team updates the information of a potential client as qualified. The Sales Manager wants an automated solution that creates a record of a custom object for each qualified client. What automated solutions can be used to meet this business requirement?
A. Create an Apex trigger that creates a new record of the custom object
B. Install an app from appexchange that creates a new record of the custom object
C. Create a Flow using Flow Builder that creates a new record of the custom object
D. Create an approval process that creates a new record of the custom object
Create a Flow using Flow Builder that creates a new record of the custom object
Which of the following can be synced between Salesforce and Microsoft Exchange using Lightning Sync?
Choose 2
A. Events
B. Cases
C. Contacts
D. Email
Contacts
Events
During a meeting with sales managers, the Salesforce Administrator is asked the different ways that they can approve or reject discounts. Where can approval requests be approved or rejected?
Choose 3
A. Chatter
B. Salesforce mobile app
C. Via email
D. Approval Processes in Setup
E. Approver Settings
Salesforce mobile app
Via email
Chatter
An administrator sets up an assignment rule that assigns leads based on a number of criteria. What happens if a record meets multiple assignment rule criteria?
A. Salesforce records an error in the assignment rule log
B. Salesforce processes the rules according to the rule order and stops when a record meets the criteria
C. The record is assigned to the administrator
D. Salesforce assigns the record that meets
Salesforce processes the rules according to the rule order and stops when a record meets criteria
Orbit Solutions reached their Salesforce data storage limit and is looking to free up some space in order to not buy additional storage. In the meantime, the administrator would like to archive old inactive Contact records to make space to add new contacts. What is the most efficient way to achieve this?
A. Use Data Loader or create a report to export the data and then use Data Loader to delete the data
B. Create a Contact Report, export the data, and then manually delete the records
C. Use a third-party tool such as Informatica Cloud
D. Use the Data Import Wizard to export and delete the data in one step
Use Data Loader or create a report to export the data and then use Data Loader to delete the data
The Sales Director of Cosmic Solutions has decided that sales reps should NOT be permitted to create opportunity records when leads are converted. Only sales reps are responsible for lead conversion in Salesforce. They should not be allowed to override this rule. The company’s Salesforce Org is currently configured to create opportunity records by default on lead conversion. What is the quickest way for the Salesforce Administrator to prevent sales reps from being able to create opportunity records on lead conversion?
A.
B.
C.
D.
The Salesforce Administrator should go to ‘Lead Settings’ under ‘Setup’ and select ‘Hide Opportunity Section of Convert Lead Window’
The Sales Director of Cosmic Solutions has decided that sales reps should NOT be permitted to create opportunity records when leads are converted. Only sales reps are responsible for lead conversion in Salesforce. They should not be allowed to override this rule. The company’s Salesforce Org is currently configured to create opportunity records by default on lead conversion. What is the quickest way for the Salesforce Administrator to prevent sales reps from being able to create opportunity records on lead conversion?
A. The Salesforce Administrator should go to ‘Lead Settings’ under ‘Setup’ and select ‘Hide Opportunity Section of Convert Lead Window’.
B. The Salesforce Administrator should remove the ‘create’ permission from the sales reps’ profiles for the Opportunity object
C. The Salesforce Administrator should instruct the sales reps to manually check the ‘Don’t create an opportunity upon conversion’ checkbox in the ‘Convert Lead’ window whenever they convert a lead.
D. The Salesforce Administrator should remove the ‘edit’ permission from the sales reps’ profiles for the Lead object.
The Salesforce Administrator should go to ‘Lead Settings’ under ‘Setup’ and select ‘Hide Opportunity Section of Convert Lead Window’.
Jim is an admin for Carly Automotive, a distributor of automotive spare parts. They have just launched a new line of truck parts. The sales process for these parts will be different from the process used for existing products. Managers also need to be able to view information related to the new opportunities on reports. What should Jim do to configure the opp object for this new product line?
A. Create a new sales process and record type for truck parts
B. Create a new picklist field for truck statuses
C. Add the new truck part statuses to the existing sales process
D. Create a new record type on the opportunity object for truck parts
Create a new sales process and record type for truck parts
A Salesforce Administrator wishes to delegate the responsibility of resetting passwords and creating new users to her assistant. The admin does not wish to give her full admin rights. What is the most appropriate solution in this case?
A. Open a case with Salesforce for this type of profile creation
B. Create a custom profile and give administrator permission to it
C. Assign the user to a delegated group that has selected user administration permissions
D. Create a custom profile and give only limited access to create users
Assign the user to a delegated group that has selected user admin permissions
An existing workflow rule is being used to update the status of a Case record after it is created. Due to an new requirement, the Salesforce Administrator needs to add a time-dependent action that triggers an email alert if the case with an open status is not closed 7 days after being opened. However, the option to add time-dependent workflow actions is not available. What could be the possible reason?
A. Time-dependent workflow actions cannot be added to an active workflow rule
B. Time-dependent workflow actions cannot be added to an already existing workflow
C. Time-dependent workflow actions are not supported in workflow rules
D. Salesforce support needs to be contacted to activate the option in workflow rules
Time-dependent workflow actions cannot be added to an active workflow rule
Universal Outfitter’s administrator has created a new record-triggered flow on the Account object. The admin configures the Start element to trigger on the Account object when a record is created or updated. What happens to existing accounts once the flow is activated?
A. The records are ignored as the flow only processes records that were created after the activation.
B. The records are automatically queued and processed if they meet the flow criteria
C. The records are processed only when they are updated and meet the flow criteria
D. The records are processed only if the ‘Run on Existing Records’ option was selected
The records are processed only when they are updated and meet the flow criteria
What are the valid reasons for modifying an Account search layout?
Choose 2
A. To control the account fields that are searched
B. To control the fields displayed in the recently viewed Accounts list
C. To control which account fields are displayed in the search results
D. To remove the account name from the page layout
To control the fields displayed in the recently viewed Accounts list
To control which account fields are displayed in the search results
What is true regarding the Data Export service?
A. The Data Export service can be set up to run daily
B. Data will be exported in .csv format
C. A request must be sent to Salesforce to enable the Data Export service
D. The Data Export service will export data from all records but not attachments
Data will be exported in .csv format
Which two methods can be used together to reduce the time spent by sales representatives on entering information, increasing their productivity in Salesforce?
Choose 2
A. Use field history tracking to track field values on objects
B. Define account hierarchies to organize accounts
C. Create lookup relationship fields to other objects
D. Create formula fields to auto-populate field values from related objects
Create lookup relationship fields to other objects
Create formula fields to auto-populate field values from related objects
A Salesforce Administrator thought it would be a good idea to set up a business process for a new custom object called ‘Purchase Order’. Which of the following are valid considerations regarding business processes provided by Salesforce in Salesforce Classic and Lightning Experience?
A. Business processes are available for the Lead object only
B. Business processes are available only for standard objects such as Lead, Solution, Opportunity, and Case
C. Business processes are available for all standard and custom objects
D. Business processes can be assigned to custom objects by making a request to Salesforce support
Business processes are available only for standard objects such as Lead, Solution, Opportunity, and Case