Fundamentals Flashcards

Question 1

Q

Global Containers is using a custom app to record performance review information for their employees. The performance review of a particular employee should be visible to the employee, the employee’s manager, and the HR director. There are users above the HR director in the role hierarchy, but they should not have access to the performance review. How can this be configured? Choose 1

A.) Use Manager Sharing to enable sharing with the employee’s manager and HR director
B.) Set the organization-wide default setting for Performance Review to “Private”, disable “Grant Access Using Hierarchies”and use manual sharing for the employee manager and HR director
C.) Set the organization-wide default for Performance Review to “Private”and enable “Grant Access Using Hierarchies
D.) Set the organization-wide default for Performance Review to “Private”and add a criteria-based sharing rule to share Performance Review records with a public group that includes the employee manager and HR director

Answer

A

B.) Set the organization-wide default setting for Performance Review to “Private”, disable “Grant Access Using Hierarchies”and use manual sharing for the employee manager and HR director

In this scenario, the org wide default for the Performance Review object should be set to “Private”. Grant Access Using hierarchies should not be used as it would give visibility to the entire role hierarchy and not just the employees manager. Manual sharing must be used to ensure that only the appropriate records are shared. If a public group is used, then all managers would gain visibility to the performance reviews of all employees and not just their own direct reports

Question 2

Q

In a Salesforce org, cases are linked to opportunities through a lookup relationship in order to track issues that arise during the sales process. Customer Service would like to report on the number of cases per opportunity, for which a custom report type needs to e created. Which of the following is a limitation of report types that would need to be kept in mind? Choose 1

A.) The “Age” standard field on cases and opportunities cannot be added
B.) A custom report type can contain up to 50 object references
C.) The “Description” standard field on cases cannot be added
D.) Up to 100 fields can be added to each custom report type

Answer

A

A.) The “Age” standard field on cases and opportunities cannot be added

A custom report can have up to 1000 fields and up to 60 object references. The Case description standard field can be used in reports. The “Age” field on cases and opportunities cannot be added, but a formula field that calculates the age can be added.

Question 3

Q

Which of the following is true with regard to a dashboard refresh? Choose 1

A.) If a user clicks refresh to update a dashboard, the data is refreshed for all users
B.) If a dash is on the home page, it is refreshed each time the home page is displayed
C.) Dashboards can be schedued to be refreshed hourly, daily, or monthly
D.) Dynamic dashboards can be scheduled to be refreshed

Answer

A

A.) If a user clicks refresh to update a dashboard, the data is refreshed for all users

Dash data is not refreshed automatically on the home page; a user must click the “Refresh button”. Data is refreshed for all users when one user clicks the refresh button. Dynamic dashes cannot be scheduled to be refreshed; they must be refreshed manually. Dashes can be refreshed daily, weekly or monthly

Question 4

Q

Which of the following are true with regard to relating Tasks and Events to other objects? Choose 3

A.) Cases are associated via the WhatID
B.) Leads are associated via the WhoID
C.) Opportunities are associated via the WhoID
D.) Accounts are associated via the WhatID or AccountID
E.) Contacts are associated via the WhatID

Answer

A

A.) Cases are associated via the WhatID
B.) Leads are associated via the WhoID
D.) Accounts are associated via the WhatID or AccountID

Accounts can be associated with a task or event via the WhatID or AccountID fieds. The WhoID and WhatID fields are polymorphic fields on the Task and Events objects that are used to relate them to other objects. The WhoID field is used to relate the record to an object that represents a person such as a lead or a contact. The WhatID field is used to relate the records to a non-human object such as an account, opportunity, campaign, case, or custom object.

Contacts are associated with tasks or events using the WhoID field. Opportunities are associated via the WhatID field.

Question 5

Q

The HR department is considering to use Salesforce for managing performance reviews for employees. It is concerned about access to this sensitive data such that he oragnization-wide defualt settings for the Performance Review object will be set to Private. What features can them be used to open up access to this data to the employee’s manager only? Choose 1

A.) Role Hierarchy
B.) Permission Sets
C.) Manual Sharing
D.) Manager Group Sharing

Answer

A

C.) Manual Sharing

Question 6

Q

What is true regarding standard reports? Choose 1

A.) Standard reports can be deleted
B.) Standard reports can be customized
C.) Standard reports can be created
D.) Standard reports can be overwritten

Answer

A

B.) Standard reports can be customized

They can be customized and saved as new custom reports.

Question 7

Q

When an address on an account is entered, the account address should be validated using an external web service. What is the best way to accomplish this? Choose 1

A.) Use Process Builder to call the external web service to validate the address when the account object is created or edited
B.) Use a workflow rule to perform a validation when a address is changed
C.) Use a validation rule to validate the address using the external service
D.) Call the external web service via a button on a Visualforce page and validate the address

Answer

A

D.) Call the external web service via a button on a Visualforce page and validate the address

Standard validation rules cannot call external services. A workflow rule cannot be used to validate a record. Process Builder cannot be used to validate records; it can only be used to perform actions or call Apex code. Although APEX can be called from Process Builder, it is not possible to access to return value, so it would not be possible to determine if the address was valid or not.

The external web service can be called from a button on a Visualforce page and in case the address is not valid, an error message can be displayed.

Question 8

Q

What is true regarding the Salesforce mobile app’s navigation menu? Choose 2

A.) The order of the items can be selected by the user
B.) The order of the objects in the recent section can only be customized by the Admin
C.) The order of the items in all apps can only be configured by logging in Lightning Experience via desktop
D.) The first item in the Salesforce Navigation list becomes the Salesforce mobile app landing page

Answer

A

A.) The order of the items can be selected by the user
D.) The first item in the Salesforce Navigation list becomes the Salesforce mobile app landing page

Users have the ability to reorder the navigation menu items of apps such as Sales, Service, and custom apps directly from the Salesforce mobile app. The first selected in the Salesforce Navigation (Setup) list is the Salesforce mobile app landing page.

The order of the items in the navigation menu of the “Mobile Only” app is determined by the Admin. Modifying the order of navigation items in the mobile app will also reflect in Lightning Experience desktop.

Question 9

Q

The Admin would like to enhance user’s Salesforce mobile app experience by adding items that provide additional functionality. Which of the following can be added to display in the Salesforce’s app navigation menu? Choose 2

A.) Calendar
B.) Visualforce page tabs
C.) Home page
D.) Tasks

Answer

A

B.) Visualforce page tabs

D.) Tasks

Question 10

Q

In the Salesforce mobile app, which of the following corresponds to the tabs in the desktop version of a LIghtning app? Choose 1

A.) Action bar
B.) App Launcher
C.) Navigation Menu
D.) Navigation Bar

Answer

A

C.) Navigation Menu

Objects shown as tabs in LEX are accessed as items in the navigation menu of the mobile app.

The navigation bar is used to access the navigation menu, favorites, notifications, and search. The App Launcher allows users to switch between apps. The action bar contains relevant actions that a user can perform on the current record.

Question 11

Q

What can be configured to be included in the related information section of a record in the Salesforce mobile app? Choose 3

A.) Expanded Lookups
B.) Related Lists
C.) Visualforce Pages
D.) Related Record Lightning component 
E.) Quick Actions

Answer

A

B.) Related Lists
C.) Visualforce Pages
D.) Related Record Lightning component

The related lists displayed in the mobile app are dependent on the related list configured on the page layout. Visualforce Pages and Related record components can be added to the Lightning page to be displayed on the related information page in the Salesforce mobile app

On the other hand, Quick actions appear in the action bar and action menu of the record’s detail pages and Expanded Lookup is no longer available in the mobile app

Question 12

Q

A Sales Manager often finds that contact has a relationship with multiple companies and would like to keep track of these relationships. How can an Admin enable this? Choose 2

A.) Add the Related Accounts related list to the Contact page layout, add the Related Contacts related list on the Account page layout, and delete the existing Contact related list on the Account page layout
B.) Create a cross-object formula on the Contact object to add related accounts in the Related Accounts section
C.) Add the Related Accounts related list to the Contact page layout, and update the existing Contacts related list on the Account page layout
D.) Create a validation rule to ensure all related accounts are added to the contact
E.) Enable the “Contacts to Multiple Accounts” feature

Answer

A

A.) Add the Related Accounts related list to the Contact page layout, add the Related Contacts related list on the Account page layout, and delete the existing Contact related list on the Account page layout
E.) Enable the “Contacts to Multiple Accounts” feature

In order to allow multiple accounts to be associated with a contact, the “Contacts to multiple account”feature must be enabled. After the feature has been enabled, the Related Accounts related list must be added to the Contact page layout and the Related Contacts related list added to the account page layout. The existing Contacts related list on the account object can be removed as the Related Contacts related list will include direct and indirect contacts.

Question 13

Q

Dashboards need to be refreshed to show the latest data. Which of the following statements do you have to keep in mind when scheduling dashboard refreshes? Choose 2

A.) You can schedule refreshes for dynamic dashboards
B.) Dashboards wont refresh if the month does not have the scheduled day
C.) Dashboards wont refresh as scheduled if the running user doesn’t have access to the dashboard folder
D.) Dashboard refresh notifications cannot be viewed offline in email clients

Answer

A

B.) Dashboards wont refresh if the month does not have the scheduled day
C.) Dashboards wont refresh as scheduled if the running user doesn’t have access to the dashboard folder

If you schedule a dash to refresh on a specific day of every month, it only refreshes on months that have that specific day. For example, if you schedule a refresh for the 31st of every month, the dash wont refresh during 30-day months. To refresh on the last day of every month, choose “last”from the “on day of every month” drop-down list. Dashboards won’t refresh as scheduled if the running user doesnt have access to the dashboard folder. If a dash has filters, only the unfiltered version is refreshed. You can’t schedule refreshes for dynamic dashes.

Question 14

Q

A user has reported that they do not have access to a custom object in the Salesforce mobile app. What could be the reason? Choose 2

A.) The user does not have visbility to the records of the object.
B.) The user’s profile has the tab setting for the object set to “Tab Hidden”
C.) The object has not been included by the admin in the Navigation menu
D.) The object does not have a tab defined in the full Salesforce site

Answer

A

B.) The user’s profile has the tab setting for the object set to “Tab Hidden”
D.) The object does not have a tab defined in the full Salesforce site

Objects are displayed in SFDC based on the user’s profile settings. If an object does not have a tab defined, it will not be displayed in the mobile app.

Question 15

Q

Company A has been using Service Cloud to manage cases, but they are now considering using it to manage filed service jobs. They would like to track field service activity and assignment of filed service jobs to technicians. What is the recommended solution to meet these requirements? Choose 1

A.) Extend the Service Cloud configuration to handle Field Service cases
B.) Enable Field Service and utilize the standard objects, Service Appointment, Work Order, and Work Order Line Items.
C.) Install an AppExchange product that provides Field Service functionality
D.) Use real-time API integration to connect SFDC with an external field service application

Answer

A

B.) Enable Field Service and utilize the standard objects, Service Appointment, Work Order, and Work Order Line Items.

Field Service can be enabled for this requirement. Once it is enabled, the standard Salesforce objects, Work Orders and Work Order Line Items, can be used to manage field service activity. The Service Appointment object can be used to create and manage service appointments for field service technicians to perform work for customers

Question 16

Q

Company call center manager has requested a new Case report to assist in the analysis of how long individual call center staff are taking to accept cases. “Case Accepted Time Stamp” is an existing custom field that is populated when the call center agent accepts the case. How could this be best achieved using Lightning Report Builder? Choose 1

A.) Add a row-level formula that calculates the difference between “Date/Time Opened” and “Case Accepted Time Stamp” in the new report
B.) Create a new Case custom formula field that calculates that difference between “Date/Time Opened” and “Case Accepted Time Stamp” and add it to the new report
C.) Add the standard “Case Age” field to the new report as this captures the difference between “Date/Time Opened” and “Case Accepted Time Stamp”
D.) Add a bucket column that calculates the different between “Date/Time Opened” and “Case Accepted Time Stamp” in the new report

Answer

A

A.) Add a row-level formula that calculates the difference between “Date/Time Opened” and “Case Accepted Time Stamp” in the new report

A report row-level formula is avaiable in Lightning report bulder and can be used to calc the diff betwen two date/time fields. It ca also be sumamrized

Question 17

Q

Your organization has recently completed a large marketing campaign across the globe. The Marketing Director wants to collect customer feedback related to the campaign. He wants to use SFDC for sending survey forms and collating the survey results directly within SFDC. Choose 2

A.) Use a third-party cloud survey application and integrate it with SFDC
B.) Look for an App Exchange solution that meets the requirements
C.) Develop a custom survey application using .Net and integrate it with Salesforce
D.) Consider using the SFDC native functionality

Answer

A

B.) Look for an App Exchange solution that meets the requirements
D.) Consider using the SFDC native functionality

Question 18

Q

How can the fields that are shown at the top of the record view in the mobile app be customized? Choose 1

A.) Create a mobile card layout
B.) Configure the compact layout
C.) Modify the mobile app layout
D.) Configure the page layout

Answer

A

B.) Configure the compact layout

The compact layout determines the fields that are displayed at the top of the record view, or record highlights section. After creating a compact layout, it must be assigned as the Primary Compact Layout for the object in the Compact Layout Assignment page.

There is no SFDC mobile app layout or mobile card layout.

Question 19

Q

A sales manager of Company needs to compare two custom fields on the Account object, namely, “Next Payment Date” and “Last Payment Date” in a report. The report should only show the records on which the next payment date is earlier than the last payment date. Which solution should be used to meet this requirement? Choose 1

A.) Configure a cross filter
B.) Create and use a checkbox formula field
C.) Create a joined report
D.) Use a field-to-filed filter

Answer

A

D.) Use a field-to-field filter

When comparing the values of two different report fields, a field-to-field can be used. With this out-of-the-box filter can be added to show only record that satisfy the comparison criteria.

Question 20

Q

Your company has a requirement to list any accounts with cases that have missed the SLA for resolution in a dash. The dash should be displayed in LEX and list the account name and the date on which the case was opened. Which dash component would be suitable? Choose 1

A.) Visualforce
B.) Gauge
C.) Report
D.) Lightning Table

Answer

A

D.) Lightning Table

A lightning table component can be used to show up to 200 records and 10 columns in tabular format from any field in a source report’s report type. A gauge component is used to show a single value within a range of custom values. A metric component can only display one key value. There is no “report” dashboard component

Question 21

Q

An Admin is setting up a dash for sales manager in LEX. Which capabilities are available for creating the dash? Choose 3

A.) A dash component can be linked to the Opportunities tab
B.) Two dash components can be joined together if they have a common source report
C.) Dash filter values can be rearranged using drag and drop
D.) An opportunity can be added directly to a dash
E.) A Lightning Table can add up to 4 groups and display up to 100 records

Answer

A

A.) A dash component can be linked to the Opportunities tab
C.) Dash filter values can be rearranged using drag and drop
D.) An opportunity can be added directly to a dash

In LEX, it is possible to ink from a dash component to another website or SFDC record by specifying the value of “Custom Link” in the component’s settings. A source report chart can also be used in a dash component. A report can be added to a new or existing dash from the dropdown menu of the report. It is not possible to join two dash components together.

Question 22

Q

Company currently users both Sales Cloud and Service Cloud. The current financial application used by the company has reached its end of life; management is considering replacement that can be accessed by users from SFDC. What would be recommended? Choose 1

A.) Evaluate financial applications on the AppExchange to determine if one of them meets the org’s requirements
B.) Evaluate building the required financial application using LIghtning Builder App
C.) Use Salesforce Connect to set up a new financial application that has the same functionality
D.) Salesforce functionality is limited to Sales, Service, and Marketing, so consider the implementation of an independent ERP system

Answer

A

A.) Evaluate financial applications on the AppExchange to determine if one of them meets the org’s requirements

Question 23

Q

A new dash has been created in Classic. One of its components lists the opps that have a close date in the next week. What can be done to allow the Sales Director to quickly go to a particular opp record that is listed on the dash component? Choose 1

A.) Set the “Drill Down to” option in the component’s properties to “Source Report”
B.) Set the “Drill Down to” option in the component’s properties to “Record Detail Page”
C.) Set the “Drill Down to” option in the compoent’s properties to “Other URL”
D.) Set the “Drill Down to” option in the component’s properties to “Filtered Source Report”

Answer

A

B.) Set the “Drill Down to” option in the component’s properties to “Record Detail Page”

In Classics, dash components have a setting call “Drill Down to” that controls what happens when a user clicks the component. The options include Source Report, Filtered Source Report, Record Detail Page, and Other URL. For this requirement, choosing the “Record Detail page” option would be the best solution since it would take the Sales Director to go to the detail page of a particular record displayed by the component

Question 24

Q

Which of the following is true about reports in SFDC? Choose 1

A.) There is no limit to the number of bucket fields that can be allowed per report
B.) Reports can be scheduled to be sent automatically to subscribers via email
C.) Reports can be exported in any spreadsheet file format
D.) There is a limit to the number of custom reports that can be created

Answer

A

B.) Reports can be scheduled to be sent automatically to subscribers via email

There is no limit on max number of reports possible in SFDC but there are limits to the number of bucket fields that can be allowed per report. Reports can only be exported in .csv, .xls, and .xlsx file formats. Formatted Reports export only in .xlsx format

Reports can be scheduled to be sent automatically to subscribers through email. The report will be delivered as a downloadable email attachment.

Question 25

Q

Company would like to highlight claims that have been open for more than 30 days in a report. Which feature could be used? Choose 1

A.) Bucket Highlighting
B.) Report Highlighting
C.) Conditional Highlighting
D.) Field Highlighting

Answer

A

C.) Conditional Highlighting

Question 26

Q

There is a requirement that when an opp is closed, commission records should be created automatically for each member of the opp team. The Commission custom object has a numeric field wherein its value is calculated based on the role of the member, time to close the deal, and type and value of the opportunity. How could this be achieved? Choose 1

A.) Flow Builder
B.) Apex Trigger
C.) Process Builder
D.) Workflow Rule

Answer

A

A.) Flow Builder

An auto-launched flow can be configured to automatically start when the opp is closed, create the commission records, as well as perform the logic required to compute the comission values.

Workflow rules cannot create records. Although Process Builder can be used to create a record, it is not capabile of creating multiple records dynamically.

Question 27

Q

Person A would like a complex report chart that displays information about tickets submitted by their customers. However, an external system is being used for managing support tickets, and data from the system is not currently integrated with SFDC. What features realted to Visualforce can be used?
Choose 2

A.) Visualforce Maps
B.) Visualforce Page
C.) Visualforce Connect
D.) Visualforce Charting

Answer

A

B.) Visualforce Page

D.) Visualforce Charting

Question 28

Q

Company requires that when saving an opp record, a check is performed to determine if the opp amount is the highest value in the current year for all opps in the org. Is so, a checkbox on the opp record should be marked and an email should be sent to the record owner’s manager. What SFDC feature should be recommended to handle this requirement? Choose 1

A.) Workflow Rule
B.) Flow Builder
C.) Formula Field
D.) Apex Trigger

Answer

A

B.) Flow Builder

A flow can be configred to launch when a record is saved and to query opps, determine if the record has the highest amount, and update a field on the record that invoked it if necesary. An Action element can be added to the flow, which can be used for sending emails.

An Apex trigger could also achieve the desired result, but best practice is to build a declarative solution when possible.

Question 29

Q

Company wants to make sure that their field agents can update shipment information when they are out of office. What does an admin need to do to ensure that shipment records can be updated from the mobile app? Choose 1

A.) Create new object-specific actions for the Shipment object same as the existing object-specific actions
B.) Nothing, the Salesforce mobile app supports standard and custom objects and page layouts created for the desktop app
C.) Create a corresponding mobile app and include the Shipment object
D.) Create page layouts for the Shipment object for the mobile form factor

Answer

A

B.) Nothing, the Salesforce mobile app supports standard and custom objects and page layouts created for the desktop app

Question 30

Q

COmpany recently enabled Chatter in its SFDC org. it’s currently promoting the use of Chatter Groups amongst its employees for collaboration. The employees frequently use the SFDC mobile app. If the company’s SFDC Consultant has added “Smart Search Items” to the navigation menu of the Salesforce mobile app, where can a user find “Groups” in the app? Choose 1

A.) Chatter Menu Item
B.) People Menu Item
C.) Apps Section
D.) Recent section

Answer

A

D.) Recent section

Question 31

Q

Comapny tracks student data using SFDC> It would like to generate the attendace records for its students in a printable PDF format with data from multiple objects. Which of the folowing would help in achieving this use case? Choose 1

A.) Page Layouts
B.) Visualforce
C.) Feed Tracking
D.) Create a report and export it as PDF

Answer

A

B.) Visualforce

A visualforce page can e rendered as a PDF using an attribute with a Visualforce tag.

Question 32

Q

Which of the folowing elements of a joined report enables the creation of different views of the information to be reported on? Choose 1

A.) Field Type
B.) Record Type
C.) Blocks
D.) Principle Report Type

Answer

A

C.) Blocks

Blocks in a joined report help create different views of the information to be reported on.

Question 33

Q

There is a requirement to rate all accounts daily based on the value of opps closed in the last year. The account with the highest value of opps closed in the last year should be rated number 1, and so on until the account with the lowest value of closed opps. How could this requirement be achieved? Choose 1

A.) use Process Builder and schedule an action to run each night to sort and rate all accounts
B.) Use a Batch Apex job and schedule it to run each night
C.) Use a time-dependent workflow action to update the “Rating” field
D.) Use an Apex trigger on the Account object and schedule it to run each night

Answer

A

B.) Use a Batch Apex job and schedule it to run each night

Process Builder, workflow rules, or triggers cannot be configured to run periodically at fixed timings or intervals. Apex would be required since it can be scheduled to run at specific times or regular intervals, such as daily at a specific time.

Question 34

Q

The head of sales would like to be able to compare the expected opp amounts with the actual closed opp amount. She wants to see this comparison in one chart. Which of the following chart types can be used to achieve this? Choose 2

A.) Line-on-Column Chart
B.) Column-on-Column Chart
C.) Line-on-Line Chart

Answer

A

B.) Column-on-Column Chart
C.) Line-on-Line Chart

A combination chart can be used to show multiple values against a single axis range using the Column-on-Column or Line-on-Line Chart

LIne-on-Column chart is used to add different types of values to a chart.

Question 35

Q

Which of the following is true regarding the “Smart Search Items” menu item in the navigation menu of the mobile app? Choose 1

A.) Different configurations can be defined for different users
B.) It should always be placed at the top of the navigation menu
C.) It adds a list of all items ever accessed by the user in he navigation menu
D.) It shows a lot of objects that were recently accessed by the user

Answer

A

D.) It shows a lot of objects that were recently accessed by the user

The “Smart Search Items” item in the nav menu add a list of up to 10 recently accessed items in the nav menu. It does not ahve to be placed at the top of the navigation menu. If an item is placed below the “Smart Search Items” it appears below the recent items. It is not possible to define different configurations of “Smart Search Items”for different users.

Question 36

Q

SFDC allows report and dashboard folders to be shared with individual users or groups of users. Which of the following is not a valid access level that can be specified for a report or dash folder in LEX? Choose 1

A.) Edit
B.) Manage
C.) View
D.) Collaborate

Answer

A

D.) Collaborate

Question 37

Q

What is true regarding dash components? Choose 2

A.) When clicking on a report, users are always navigated to the source report
B.) There are only 4 dash component types: Chart, Gauge, Metric and Table
C.) In LEX, the smallest possible component that can be added in a dash is 1 row by 1 column
D.) A dash component is a visual representation of data in a report

Answer

A

C.) In LEX, the smallest possible component that can be added in a dash is 1 row by 1 column
D.) A dash component is a visual representation of data in a report

Question 38

Q

An admin needs to create a report in LEX that shows the history of certain fields on account records in the org. Field history tracking for these fields was enabled in the org sometime ago. Which of the following are valid considerations for creating such a report? Choose 2

A.) Report filters can be applied to track specific field-level changes
B.) The “Account History” standard report type can be used to create the report
C.) “Previous Value” and “New Value” columns need to be added to the report to track field-level changes
D.) Only the Classic report builder can be used to create a a field history report in LEX

Answer

A

A.) Report filters can be applied to track specific field-level changes
B.) The “Account History” standard report type can be used to create the report

Question 39

Q

COmpany users SFDC for opp management for its data service products. There are many variables and complex combinations that can be configured when offering a data service. The company currently users Excel to product quoted but would like to user SFDC instead. What would be recommended solution? Choose 2

A.) Create a Visualforce page that displays the quote and allows saving it as a PDF
B.) Create a Visualforce page that displays the quote and allows saving it as a PDF
C.) Look for an AppExchange product that meets the requirements
D.) use the standard Quote template functionality
E.) Use SFDC Quote-to-Cash functionality

Answer

A

C.) Look for an AppExchange product that meets the requirements
E.) Use SFDC Quote-to-Cash functionality

This requirement would be best met with a Configure/Price/Quote (CPQ) application. SFDC also offers functionality within the Quote-to-Cash product and may meet the requirement

Question 40

Q

The Admin working at Cosmic Support Solutions would like to enhance users’ mobile experience by adding items that provide additional functionality. Which of the following can be added to display in the app’s navigation menu? Choose 2

A.) Visualforce page tabs
B.) Home page
C.) Tasks
D.) Claendar

Answer

A

A.) Visualforce page tabs
C.) Tasks

Visualforce page tabs and Tasks are two of the menu items that can be added to the mobile app navigation menu. Home page and Calendar cannot be added to the menu

Question 41

Q

The Cosmic Computing call center manager has requested a new Case report to assist in the analysis of how long individual call center staff are taking to accept cases. Case Accepted Time Stamp is an existing custom field that is populated when the call center agent accepts the case. How could this best be achieved using Lightning Report Builder? Choose 1

A.) Create a new Case custom formula field that calculates that difference between “Date/Time Opened” and “Case Accepted Time Stamp” and add it to the new report
B.) Add a row-level formula that calculates the difference between “Date/Time Opened” and “Case Accepted Time Stamp” in the new report
C.) Add a bucket column that calculates the difference between “Date/Time Opened” and “Case Accepted Time Stamp” in the new report
D.) Add the standard “Case Age” field to the new report as this captures the difference between “Date/Time Opened” and “Case Accepted Time Stamp”

Answer

A

B.) Add a row-level formula that calculates the difference between “Date/Time Opened” and “Case Accepted Time Stamp” in the new report

A report row-level formula is available in Lightning Report Builder and can be used to calculate the difference between two date/time fields. It can also be summarized; for this scenario, the average difference grouped by call center agent would be appropriate. While a new custom Case formula field could be created and inserted into the report, which will also meet the requirement, for this scenario there is no indication the information is needed outside of the report; so the row-level formula is more appropriate. A bucket column is not used to calculate differences between dates, and the standard “Case Age” field displays the length of time a case has been open

Question 42

Q

What is true regarding the page layouts displayed in the SFDC mobile app? Choose 1

A.) Compact Layouts are used to display record detail pages in the SFDC mobile app
B.) Page Layouts are used to define the fields displayed on record detail pages in the Salesforce mobile app
C.) Different Page Layouts can be assigned to desktop and the Salesforce mobile app
D.) Record Pages are used to define the page layouts displayed in the Salesforce mobile app

Answer

A

B.) Page Layouts are used to define the fields displayed on record detail pages in the Salesforce mobile app

The page layout, which is configured using the enhanced page layout editor, is used for displaying record details in both the desktop and Salesforce mobile app. The page layout defines the fields displayed in the record details page, related lists page, and available actions for a record.

Although different record pages can be assigned for the desktop or mobile form factors, the page layout depends on the profile and record type assignment. The page layout is displayed within the record detail component. the page layout displayed within the record detail component depends on the profile and record type assignment.

Question 43

Q

Global Containers plans to start using Orders in SFDC to track customers’ requests for products and services. What standard features of the “Order” object could they make use of? Choose 3

A.) Create an order directly from a contract’s detail page
B.) Change a new order’s currency after cloning from an existing order with products
C.) Associate an order with an account and optionally with a contract
D.) Create an order directly from an account’s detail page
E.) Create recurring orders for purchases made regularly

Answer

A

A.) Create an order directly from a contract’s detail page
C.) Associate an order with an account and optionally with a contract
D.) Create an order directly from an account’s detail page

Orders can be created directly from the detail page on an account or contract. It is not possible to create recurring orders in SFDC. After cloning an order with products, the new order’s currency or price book cannot be changed.

Question 44

Q

The Admin of Cosmicstrom Clothing has created a joined report consisting of multiple report types, namely, accounts, opportunities, and cases. The admin intends to add a few common fields from the “Common Fields’ section of the report builder. How are common fields identified in a joined report such as this? Choose 2

A.) It is possible to choose common fields while creating the joined report
B.) A field is a common field if it is shared by all report types
C.) A field is a common field if it is shared by at least one report type
D.) If all report types have a lookup relationship to the field, it is a common field

Answer

A

B.) A field is a common field if it is shared by all report types
D.) If all report types have a lookup relationship to the field, it is a common field

When a joined report consists of multiple report types, some fields are identified as common fields. If the field is shared by all report types or all report types have a lookup relationship to the field, it is identified as a common field.

Question 45

Q

An Org uses a custom object to capture expense data. One of their requirements is to ensure that an expense record is only visible to the respective record owners and those above them in the organizational hierarchy. Which of these features can be configured to meet this requirement. Choose 2

A.) Role Hierarchy
B.) Permission Sets
C.) Org-Wide Defaults
D.) Expense Sharing Rule

Answer

A

A.) Role Hierarchy
C.) Org-Wide Defaults

The achieve this, the organization-wide default setting for the Expense object should be set to “Private” and the appropriate role hierarchy configured. the “Grant Access using Hierarchies” for the Expense object setting should be kept enabled.

Question 46

Q

What is true regarding compact layouts? Choose 2

A.) Compact layouts can be assigned to different record types
B.) Compact layouts must be configured for fields to be displayed in the record header
C.) If a user doesn’t have access to a field, it won’t be displayed
D.) Compact layouts support all field types

Answer

A

A.) Compact layouts can be assigned to different record types
C.) If a user doesn’t have access to a field, it won’t be displayed

Just like in a regular page layout, fields that a user does not have access to are not displayed in a compact layout. Moreover, Compact Layouts can be assigned to different record types to cater to different user profiles.

On the other hand, compact layouts do not support all fields such as Text area, rich test area, and multi-select picklist fields. If a compact layout is not configured, a system provided default layout is used and fields included in the default layout are displayed.

Question 47

Q

In the mobile app, which of the following corresponds to the tabs in the desktop of a LIghtning app? Choose 1

A.) Navigation Menu
B.) App Launcher
C.) Navigation Bar
D.) Action bar

Answer

A

A.) Navigation Menu

Objects shown as tabs in LIghtning are accessed as items in the navigation menu of the mobile app. The navigation bar is used to access the navigation menu, favorites, notifications, and search. The App Launcher allows user to switch between apps. The action bar contains relevant actions that a user can perform on the current record.

Question 48

Q

Mary is an Admin who is considering various requirements for managing customers. Which standard account features could she make use of? Choose 3

A.) Creating an internal organizational chart for the account
B.) Relating customers in a hierarchy
C.) Tracking the team that works on a customer account
D.) Specifying the part that a person plays in an organization
E.) Automatically updating the customer’s credit rating

Answer

A

B.) Relating customers in a hierarchy
C.) Tracking the team that works on a customer account
D.) Specifying the part that a person plays in an organization

Automatically updating an account credit rating is not a standard account feature. Relating customers in a hierarchy means linking different account records to one another. An account may have one or more subsidiary or supervisory organizations, but they’re all external with regard to the account.

On the other hand, an internal organizational chart shows how the people in an organization are related to one another. For example, it could show the director acting as the supervisor for managers in different departments.

The Contacts hierarchy feature makes this somewhat possible in SFDC, but as the name suggests, it is a standard feature available for the Contact object. Contact roles specify the part that each contact plays in an account case, contract, or opportunity.

Question 49

Q

There is a requirement that when the “Audit” field on an Account record is marked as “Y”, all audit team members should get access to it. An audit team is a collection of senior users from each department. How would you address this requirement? Choose 1

A.) Create a sharing rule and associate it to a Role & internal subordinates
B.) Create a sharing rule and associate it to a Role
C.) Create a sharing rule and associate it to Public Groups
D.) Ask a dev to programmatically share record using Apex

Answer

A

C.) Create a sharing rule and associate it to Public Groups

Question 50

Q

An Admin needs to create a report in Lightning that shows the history of certain fields on account records in the org. Field history tracking for these fields was enabled in the org sometime ago. Which of the following are valid considerations for creating such as report? Choose 2

A.) “Previous Value” and “New Value” columns need to be added to the report to track field-level changes
B.) Only the Classic report builder can be used to create a field history report in LIghtning
C.) Report filters can be applied to track specific field-level changes
D.) The “Account history” standard report type can be used to create the report

Answer

A

C.) Report filters can be applied to track specific field-level changes
D.) The “Account history” standard report type can be used to create the report

Lightning Report Builder can be used to create a field history report. The “Account History” standard report type can be used to create a report that shows the history of fields on account records. “Old Value” and “New Value” columns can be added to the report to track field-level changes. The “Field Event” column may also be added to view or event that was changed. report filters can be applied to “Old Value” and “new Value” to track specific field-level changes.

Question 51

Q

Which of the following is true with regard to a dashboard refresh? Choose 1

A.) If a dashboard is on the home page, it is refreshed each time the home page is displayed
B.) If a user clicks refresh to update a dashboard, the data is refreshed for all users
C.) Dynamic dashboards can be scheduled to be refreshed
D.) Dashboards can be scheduled to be refreshed hourly, daily or monthly

Answer

A

B.) If a user clicks refresh to update a dashboard, the data is refreshed for all users

dashbaord data is not refreshed automatically on the home page; a user must click the “Refresh button”. Data is refreshed for all users when one user clicks the refresh button. Dynamic dashboards cannot be scheduled to be refreshed; they must be refreshed manually. Dashboards can be refreshed daily, weekly or monthly

Question 52

Q

SFDC allows report and dashboard folders to be shared with individual users or groups of users. Which of the following is not a valid access level that can be specified for a report or dashboard folder in LIghtning? Choose 1

A.) Manage
B.) View
C.) Edit
D.) Collaborate

Answer

A

D.) Collaborate

A report or dashboard folder can be shared with users, groups, role, or territories in Lightning. Viewers can see the data, editors can determine what data is shown, and managers can control access. “Collaborate” is not one of the valid access levels.

Question 53

Q

Global Systems has three kinds of users, namely, marketing users, sales users, and executive users. Marketing users must not have access to any kind of Opportunity data, while Sales users must not have access to any kind of Lead data. how should this be configured in the company’s SFDC instance? Choose 1

A.) Use Object settings in the users’ profiles
B.) Use Assigned App settings in the users’ profiles
C.) use Object settings in the users’ roles
D.) Use Assigned App settings in the users’ roles

Answer

A

A.) Use Object settings in the users’ profiles

Object settings allow defining permissions to access objects and fields by profile

Question 54

Q

The head of sales has requested a report of all active accounts by the sales regions “EMEA” “APAC” and “NCSA”. A “Sales Region” field does not exist, but a “Country” field has been defined. The Admin determined that a bucket field can be added to the report and define which country is in which sales region. Which of the following options is the right way to use a bucket field? Choose 1

A.) Create a bucket field named “Sales Region” containing buckets for “EMEA”, “APAC” and “NCSA”
B.) Create three different bucket fields for “EMEA”, “APAC” and “NCSA”
C.) This is not achievable with buckets
D.) To create buckets, a “Sales Region” field must be set up first

Answer

A

A.) Create a bucket field named “Sales Region” containing buckets for “EMEA”, “APAC” and “NCSA”

Since a bucket field is intended to hve multiple buckets within it, a good name for a bucket field describes the buckets such as “Sales Region”

Question 55

Q

Global Containers required that when saving an opportunity record, a check is performed to determine if the opportunity amount if the highest value in the current year for all opportunities in the org. If so, a checkbox on the opportunity record should be marked and an email should be sent to the record owner’s manager. What feature should be recommended to handle this requirement? Choose 1

A.) Apex Trigger
B.) Workflow Rule
C.) Flow Builder
D.) Formula Field

Answer

A

C.) Flow Builder

A flow can be configured to launch when a record is saved and to query opportunities, determine if the record has the highest amount, and update a field on the record that invoked it if necessary. An Action element can be added to the flow, which can be used for sending emails.

Question 56

Q

Global Insurance would like users to be able to enter policy and advisor details on a screen. When a user clicks the “Next” button on the screen, the advisor commission related to the details entered by the user should be displayed on the next screen. What would the recommended solution for this requirement? Choose 1

A.) Create a flow with Flow Builder
B.) Create a Visualforce wizard
C.) Create an approval workflow
D.) Create a process with Process Builder

Answer

A

A.) Create a flow with Flow Builder

A flow can be used to create a wizard-like interface where details can be entered on one screen and a calculation displayed on the next screen.

Visualforce is not necessary as the requirement can be met by declarative solution. Neither approval workflows nor Process Builder can be used for building interfaces.

Question 57

Q

Mark Jones is the Finance Director at Global Insurance. Global Insurance is the account on his contact record. He is also the Executive Facilitator at FinTech Corporation and needs to be added to the FinTech Corporation account record as a contact. How would this be represented in SFDC if the “Contacts to Multiple Accounts” feature is enabled? Choose 1

A.) Mark would be an affiliated contact at both organizations
B.) Mark would be a direct contact at Global Insurance and indirect contact at FinTech Corporation
C.) Mark would be the indirect contact at Global Insurance and direct contact at FinTech Corporation
D.) Mark would be a direct contact at both Global Insurance and FinTech Corporation

Answer

A

B.) Mark would be a direct contact at Global Insurance and indirect contact at FinTech Corporation

Mark would be a direct contact at Global Insurance as it is the account on his contact record. He would be an indirect contact at FinTech Corporation as he is related to it.

Question 58

Q

A new Sales and Marketing dashboard has been implemented for all sales users of Cosmic Marketing Inc. What is true regarding lightning dashbaord components? Choose 2

A.) Which clicking on a component, users are always navigated to the source report
B.) A dashboard component is a visual representation of data in a report
C.) There are only 4 dashboard component types: Chart, Gauge, metric, and Table
D.) In Lightning, the smallest possible component that can be added in a dashboard is 1 row by 1 column

Answer

A

B.) A dashboard component is a visual representation of data in a report
D.) In Lightning, the smallest possible component that can be added in a dashboard is 1 row by 1 column

When clicking on a dashabord component, the user can be navigated to the source report, filtered report, record detail page, or other URL depending on the component type. Aside from Chart, Gauge, Metric and Table, there is also the Visualforce component type. In Lightning, the smallest possible component that can be added to a dashboard is 1 row by 1 column

Question 59

Q

In an org, cases are linked to opportunities through a lookup relationship in order to track issues that arise during the sales process. Customer Service would like to report on the number of cases per opportunity, for which a custom report type needs to be created. Which of the following is a limitation of report types that would need to be kept in mind? Choose 1

A.) Up to 100 fields can be added to each custom report type
B.) A custom report type can contain up to 50 object references
C.) The “Age” standard field on cases and opportunities cannot be added
D.) The “Description” standard field on cases cannot be added

Answer

A

C.) The “Age” standard field on cases and opportunities cannot be added

A custom report type can have up to 1000 fields and up to 60 object references. The Case description standard field can be used in reports. the “Age” field on cases and opportunities cannot be added, but a formula field that calculates the age can be added.

Question 60

Q

What is true regarding the mobile app’s navigation menu? Choose 2

A.) The first item in the SFDC Navigation list becomes the mobile mobile app landing page
B.) The order of the objects in the recent section can only be customized by the Admin
C.) The order of the items in all apps can only be configured by logging in Lightning via desktop
D.) The order of the items can be selected by the user

Answer

A

A.) The first item in the SFDC Navigation list becomes the mobile mobile app landing page
D.) The order of the items can be selected by the user

Users have the ability to reorder the navigation menu items of apps such as Sales, Service, and custom apps directly from the Salesforce mobile app. The first item selected in the SFDC Navigation (setup) list is the SFDC mobile app landing page.

The order of the items in the navigation menu of the “Mobile Only” app is determined by the Admin. Modifying the order of navigation menu items in the mobile app will also reflect in LIghtning desktop.

Question 61

Q

The Admin of Cosmic Solutions is setting up a dashboard for sales managers in Lightning. Which capabilities are available for creating the dashboard? Choose 3

A.) An opportunity report can be added directly to a dashboard
B.) Two dashboard components can be joined together if they have a common source report
C.) A dashboard component can be linked to the Opportunities tab
D.) Dashboard Filter Values can be rearranged using drag and drop
E.) Lightning Table can add up to 4 groups and display up to 100 records

Answer

A

A.) An opportunity report can be added directly to a dashboard
C.) A dashboard component can be linked to the Opportunities tab
D.) Dashboard Filter Values can be rearranged using drag and drop

In LIghtning, it is possible to link from a dashboard component to another website or SFDC record by specifying the value of “Custom Link” in the component’s settings. A sourece report chart can also be used in a dash component. A report can be added to a new or existing dash from the dropdown menu of the report. It is not possible to join two dash components together. Also, a LIghtning table component can be used to display tabular information; up to 200 records and 10 columns can be displayed. A Lightning table can only add up to 2 groups

Question 62

Q

Admin is setting up the Salesforce mobile app for users. Which of the following should be kept in mind while customizing the app’s navigation menu? Choose 2

A.) Different menu configurations are possible for different user profiles
B.) Tabs should be created for Visualforce pages, Lightning pages, and Lightning components
C.) A user’s profile settings determine whether a standard or custom object is visible in the app’s menu
D.) “Smart Search Items” adds standard and custom objects to the Apps

Answer

A

B.) Tabs should be created for Visualforce pages, Lightning pages, and Lightning components
C.) A user’s profile settings determine whether a standard or custom object is visible in the app’s menu

Tabs should be created for Visualforce pages, Lightning pages, and Lightning components, before including them in the app’s navigation menu. A user’s profile settings determine whether a standard or custom object is visible in the app’s menu.

Different menu configurations cannot be set for different types of users. “Smart Search items” adds standard and custom objects to the Recent section of the app’s menu.

Question 63

Q

The HR department is considering to use SFDC for managing performance reviews for employees. It is concerned about access to this sensitive data such that the org-wide default settings for the Performance Review object will be set to Private. What features can then be used to open up access to this data to the employee’s manger only? Choose 1

A.) Manual Sharing
B.) Role Hierarchy
C.) Permission Sets
D.) Manager Group Sharing

Answer

A

A.) Manual Sharing

Manager group sharing would not work as it would share with the employee’s manager and indirect manager. The role hierarchy would share with all users in roles above the employee. To share with the manager only, manual sharing would be required.

Question 64

Q

The Admin of Cosmic Service Solutions has set the org-wide default sharing setting of the Account object to “Private”. The company uses Enterprise Territory Management and has an active territory model with the following territories: Canada, Northeast, Southwest, and California. account records that are owned by users who are assigned to the California territory need to be shared with all the users in the Northeast territory. They should have “Read” access to the account records. What solution should be used to accomplish this? Choose 1

A.) The default access level of account records should be set in the “California” territory
B.) A sharing rule based on criteria should be created to share the account records
C.) A sharing rule based on record ownership should be created to share the account records
D.) A permission set should be created to grant record access to users in the Northeast territory

Answer

A

C.) A sharing rule based on record ownership should be created to share the account records

Answer 65

A

B.) The field is set as “Read-only” in the profile assigned to Eric
D.) The field is set as “Read-only” in the page layout defined for Eric’s profile

Fields can be made read-only at the page layout or field-level security level. A separate page layout can be defined for each profile. Field-level security can be defined in the profile

Answer 66

A

B.) Profiles

Profile settings define what can be done with records of different standard and custom objects.

Roles control visibility to records based on role hierarchy. Access policies for objects can’t be defined in the object setting area. Datasets are related to Analytics Dataflows and cannot be used to control access to objects.

Answer 67

A

C.) Configure the compact layout

The compact layout determines the fields that are displayed at the top of the record view, or record highlights section. After creating a compact layout, it must be assigned as the Primary Compact Layout for the object in the Compact Layout Assignment.

Answer 68

A

B.) Set the Org-Wide default setting for the Position object to Public Read-Only
D.) Create a sharing rule that allows HR users to work on each other’s Position records.

The Org-wide default setting for the Position object should be set to Public Read-Only to allow everyone to view the records. Then, a record owner sharing rule with Read/Write access level can be created to allow the Position records to be editable by other users with the same role (horizontal hierarchy).

Field-level security is used to define the access type to individual fields and not the entire record. Setting the Org-wide default setting to Read/Write is not recommended as it will allow any user in the org who has Edit permission, for example, on the object to edit any Position record.

Answer 69

A

D.) Group the report by the “Created Date” field, and group this field by “Fiscal Quarter”

Lightning Report Builder allows grouping a report by a date field and then customizing date granularity by grouping records by calendar or fiscal periods. In this scenario, the report can be grouped by the “Created Date” field. This field can then be grouped by “Fiscal Quarter” to show the opportunities by each fiscal quarter.

Answer 70

A

A.) Gauge

A gauge metric shows the grant total of a report as a point of “fuel-tank” type of scale.

Answer 71

A

C.) Case Monitoring

Case Monitoring is not a standard capability of Case Management

Answer 72

A

D.) Create a validation rule using the VLOOKUP function

In this case, trying to include all of the possible values in a validation rule may reach the maximum allowed number of characters can be hard to maintain.

VLOOKUP and a validation rule could be configured for this requirement. Note that VLOOKUP only works on the “Record Name” field, so the country code would need to be stored in this field for the validation to work.

A before trigger could validate the entry against possible values stored in a custom object and return an error if the value is not found before the record is saved, but using the VLOOKUP function with a validation rules is simpler declaritive solution.

Answer 73

A

C.) Use a field-to-field filter

When comparing the values of two different report fields, a field-to-field filter can be used. With this out-of-the-box feature, a filter can be added to show only records that satisfy the comparison criteria.

Using joined reports does not allow comparing two fields using a filter. Cross filters are used for including or excluding records from related objects and their fields. Creating a checkbox formula field that is automatically checked when the criteria are met can be used as a workaround, but it’s a simpler solution to use a field-to-field filter.

Answer 74

A

D.) Build a Visualforce page to display the necessary data

A Visualforce page can be created and rendered as a PDF file be setting the “renderAs” attribute of the Visualforce tag to “pdf”.

A “Convert PDF” button does not exist. A PDF LIghtning component does not exist in LIghtning App Builder. A report can only be exported in either XLS, XLSX, or CSV format

Answer 75

A

A.) The Admin should enable the “Contacts to Multiple Accounts” feature, and then designate the primary and related Accounts in the “related Accounts” list on Contact.

The “Contacts to Multiple Accounts” feature can be enabled to allow a single contact to be linked to multiple accounts.

Accounts can have multiple contacts by default. There is no need to enable it, hence there is no setting called “Account to Multiple Contacts”. A multi-select picklist field cannot be used to relate a record to another.

Answer 76

A

C.) Set the org-wide default setting for the Expense Report object to “Private”
D.) Define a Role Hierarchy based on the organization hierarchy of the company

Answer 77

A

D.) Add the “Sharing” button to the Account page layout if not yet added

The “Sharing” button on the page layout allows manual sharing of objects which have their organization-wide defaults set to “Private” or “Public Read Only”. This button can be added to or removed from a page layout as needed. Note though that the “Sharing” button in Lightning currently only supports Accounts, Opportunities, Cases, Contacts, Leads and Custom Objects.

There is no “Manual Sharing” setting for a specific object that can be used to control whether records of that object can be shared manually.

Answer 78

A

A.) Use a third party app from the AppExchange

AppExchange products are available that can send mass emails and enable the tracking of responses within SFDC. Standard campaign functionality cannot track email statistics such as opens and clicks.

Answer 79

A

D.) One

This requires only one account sharing rule. The level of access for associated contracts and opportunities can be specified within the same account sharing rule.

Answer 80

A

B.) All the dash components used in the dash will also be deleted

When a dash is deleted, the dash components are also deleted. The reports that are referenced in these components will not be affected.

Answer 81

A

C.) Use field-level security

While profiles and page layouts could be used to restrict visibility on page layouts, the users would still have access to the field via reports. Field-level security allows fields to be set as not visible, and this applies across the application including list views and reports.

Answer 82

A

B.) The Desktop option is selected in the Supported Form Factor in App Options

Lightning Apps can be configured to support the desktop only, the phone only, or both. If the Desktop option is selected, this would result in the LIghtning App being accessible on desktop only. To support both desktop and mobile users, the “Desktop and phone” option should be selected in Supported Form Factors.

There is no App Launcher configuration page. Since field agents can already access the LIghtning App on desktop, their user profiles are not an issue. There is no Mobile Support option in App Personalization Settings

Answer 83

A

B.) Modify the organization-wide sharing default setting for the Campaign Member object

For this requirement, the org-wide sharing default setting for the Campaign Member object can be set to “Controlled by Lead or Contact”

A sharing rule defined on the Campaign object could be used to define access to Campaign Member records if the org-wide sharing default setting is set to “Controlled by Campaign” but it is used to increase access to … than define the baseline access. In this case, since access needs to be defined for all SFDC users, the org-wide sharing default setting should be modified.

Answer 84

A

A.) Create a new profile by cloning an existing profile and modify it to only include permissions to the app

Answer 85

A

D.) Use a Batch Apex job and schedule it to run each night

Process Builder, workflow rules, or triggers cannot be configured to run periodically at fixed timings or intervals, processes or workflows perform complex calculations. A scheduled Apex would be suitable for this requirement since it can be set to run at regular intervals and perform the required logic. Note that autolaunched flows can also be scheduled, but if the logic is too complex, Apex should be used. Also, batch Apex has much higher governor limits compared to scheduled flows.

So, a batch Apex job can be used to process all the account records daily. An Apex class that implements the “Database.Batchable” interface can be created for the batch Apex job. Another Apex class that implements the “Schedulable” interface can be created to execute the batch Apex job at regular intervals.

Answer 86

A

A.) Create a Work Order Line Item linked to the Asset for the faulty part

A work order would need to be created and linked to the faulty cleaning equipment. An asset can be specified using a Lookup

Answer 87

A

C.) Move the “Dashboards” item to the top of the navigation menu item list

The first line item in the Navigation Menu Items will become the landing page for users in the mobile app.

A Visualforce page won’t be needed to meet the requirement. There is no option in Setup to mark a tab as the landing page in the mobile app.

Answer 88

A

A.) Create an account report and add a filter to see only customer accounts
C.) Add a cross filter to see only accounts with cases
E.) Add a subfilter to the cross filter to show only cases with an “Escalated” status

Cross filters can be used to include or exclude records in report results based on related objects and their fields. Subfilters can be added to cross filters to further refine report results

Answer 89

A

C.) Use Folders and Role Hierarchy

Answer 90

A

C.) Utilize the standard objects Work Order and Work Order Line Item

Two standard object in SFDC, namely, Work Order and Work Order Line Item, can be used to track the field service work performed for customers. A work order can have related work order line items that represent the subdivisions or tasks to be completed.

In orgs that don’t have the Field Service add-on license, an option to enable Work Orders is available

Answer 91

A

C.) Object-specific action on the Event object

To automatically associate a child record to a parent record using quick actions, the action must be defined on the parent object. So, and object-specific quick action would need to be created on the Event object and set the target as the Attendee object.

Global quick actions can create records, but the record created will have no relationship with other records.

Answer 92

A

C.) Grant only “Read” access to Contact in the profile of sales reps

Profile settings set the baseline access to objects, while sharing settings define the visibility and permissions of records that the user does not own. OWD settings cannot grant more access than object permissions.

Answer 93

A

A.) Create a combination chart that plots the total amount and total record count of opportunities in a single report

In a combination chart, the amount summary and the total number of records can be plotted as separate data sets using a single report.

Only a standard report is needed to obtain the required report data. So, a joined report is not necessary. Although a dash containing two charts displaying amount and record count summary separately is possible, comparing data will not be as easy.

Answer 94

A

C.) Add a chart to the joined report, and then add the report as a data source to a dash component

joined reports are available in Lightning and can be used as the data source of a dash component if the report contains a chart. There is no need to create a separate tabular, or matrix report for this requirement.

Answer 95

A

C.) Roles

D.) Org-wide defaults

Answer 96

A

C.) Use SFDC Quote-to-Cash functionality
E.) Look for an AppExchange product that meets the requirements

This requirement would be best met with the Configure/Price/Quote (CPQ) application. There are a number of applications available on the AppExchange which offer this functionality. SFDC also offers CPQ functionality within the Quote-to-Cash product and may meet the requirement.

Answer 97

A

B.) Global Action

Global create actions can be used to create custom object records, as long as they are not the detail records in a master-detail relationship

Answer 98

A

D.) Managed packages

There are two forms in which a set of related components can be distributed to other SFDC users: managed and unmanages packages. An unmanaged package is used to distribute open-source projects or application templates that can be utilized as basic building blocks for an application. On the other hand, a managed package provides Intellectual property protection which the app publisher can take advantage of.

Answer 99

A

C.) Create a custom report type that defines Accounts as the primary object and Properties as the secondary object

In order to display report data that includes fields from both objects regardless of whether the account has related properties or not, a custom report type needs to be created. With Accounts set as the primary object in the custom report type, the second option (“A” records may or may not have related “B” records) should be selected when configuring the Properties secondary object.

Adding cross-filters in the Accounts report, for example, does not cause fields from the secondary object to be included or displayed in a report. Also, the “with or without” cross-filter option does not exist. A matrix report displays data created from grouping columns and rows.

Answer 100

A

D.) Broadcast Only must be enabled

The Broadcast Only setting can be enabled in any Chatter group such as private, public, or unlisted group. When enabled, only group owners and managers are allowed to post in the group. But, group members can comment on the posts. This allows having more control and focused and relevant discussion in the group.

The group setting for Access Type defines who can join the group but does not control who can submit posts. A “Post Sharing” setting for Chatter groups does not exist

Answer 101

A

B.) Consider using the SFDC native survey functionality
C.) Look for an App Exchange solution that meets the requirements

SFDC Survey allows creating forms for collecting feedback and data from users or customers using a simple editor. It does not require additional licenses, however, after a certain number of responses are received an add-on response pack must be purchased to receive additional responses.

There are a variety of survey applications available on the App Exchange that could meet the requirements and avoid custom development and integration.

Answer 102

A

C.) Remove the delete permissions from the object permissions of all profiles except the profiles of the claims manager and system Admin

The Delete permission for the object can be removed in Profile settings.

Setting a field in the page layout as read-only, or it field-level security settings, does not prevent a user from deleting a record. Also, removing the delete button from a page layout is not a workable solution as records may also be deleted through other means such as the list view, or potentially through Apex invoked by other business processes. Sharing rules cannot enforce stricter permissions.

Answer 103

A

D.) Create a sharing rule based on criteria to share opportunities that are “Closed Won” with the Contracts Manager Role and Subordinates

A criteria-based sharing rule can be used to give visibility to groups of users based on a field value.

Answer 104

A

A.) Users assigned to specific territories
B.) Roles
C.) Other public groups

Public groups can contain a combination of users, roles, users assigned to specific territories, other public groups and roles, and subordinates in the hierarchy. Profiles and permission sets cannot be included in a public group definition.

Answer 105

A

D.) Enable the “Contacts to Multiple Accounts” feature

In order to allow multiple accounts to be associated with a contact, the “Contacts to Multiple Account” feature must be enabled. After the feature has been enabled, the Related Accounts related list must be added to the Contact page layout and the Related Contacts related list added to the account page layout. The existing Contacts related list on the Account object can be removed as the Related Contacts related list will include direct and indirect contacts.

Answer 106

A

A.) Approval Requests
B.) Dashboards
D.) Visualforce Page Tabs

The mobile app navigation menu supports multiple items including Visualforce page tabs, Dashboards, and Approval Requests. List views appear on the object home pages and not in the navigation menu. “Quick Search Items” is not a type of item that can be added to the navigation menu.

Answer 107

A

B.) Recent Section

“Smart Search Items” adds a dynamic list of the user’s recently accessed objects in the Recent section of the mobile app navigation menu. Dashs & Reports, Tasks & Events, Groups & People (if Chatter is enabled) are automatically included in the Recent section if they are not explicitly added in the mobile navigation configuration.

The apps section are any menu items that are added after the “Smart Search Items”. The Navigation Bar includes access to favorites, search, notifications, and more. The Action Bar contains all available actions for a given page.

Answer 108

A

A.)The “Contacts to Multiple Accounts” feature can be used
B.)Person accounts do not have a “Parent Account” field

Person accounts do not have the Parent Account field and do not support the Account Hierarchy feature.

The “Contacts to Multiple Accounts” feature can be used to create indirect relationships between a person account and a contact. Although an Admin can check a box in Account Settings to Allow Custom Support to enable Person Accounts, this feature will not become available until a case is logged with SFDC Support. Once the case is logged, SFDC must confirm that the org meets the requirements for Person Accounts before the feature is actually available.

Answer 109

A

A.) Joined

The joined report type allows the creation of a report that contains data from multiple standard or custom report types. Up to five report blocks can be added, which creates multiple views of the data. In this case, custom report types based on users, opportunities, and activities can be created and added to the joined report for the data required.

Answer 110

A

B.) Create a Work Order linked to the customer’s Asset

Work orders can be used to store information related to work that needs to be performed in the field for a customer by a technician. A work order can be linked to standard and custom objects. In this case, a work order could be created and linked to the customer’s asset.

Answer 111

A

C.) Related task and events of contact are displayed in the primary account of the contact

When activities roll-up is enabled via the Activity Settings in an org, activities related to contact will also be displayed in the primary account of the contact.

Activity details related to the contact will always be displayed in the activity feed of the contact, whether or not the activities roll up feature is enabled. Tasks and events related to the contact cannot be automatically assigned to the account owner using this feature. Activity field values cannot be aggregated at the related account record using this option.

Answer 112

A

A.) Related Lists
B.) Related Record Lightning component
C.) Visualforce Pages

The related lists displayed in the mobile app are dependent on the relates lists configured on the page layout. Visualforce Pages and Related record components can be added to the Lightning page to be displayed on the related information page in the mobile app. On the other hand, Quick actions appear in the action bar and action menu of the record’s detail pages and Expanded Lookup is no longer available in the mobile app.

Answer 113

A

A.) Weekly
C.) Monthly
E.) Daily

Reports can be scheduled to run daily, weekly, or monthly

Answer 114

A

B.) Evaluate financial applications on the AppEchange to determine if one of them meets the organization’s requirements

AppExchange products that include full financial and/or ERP capabilities are available. Installing packages from the AppExchange allows the extension of SFDC functionalities and a seamless experience.

Lightning App Builder is a tool used to create custom pages for the mobile app and Lightning Experience. It does not have programmatic features to build an ERP system. Custom applications can be made from SFDC but as of today, it is dedicated to Sales, Service, and Marketing functionalities. Lastly, SFDC Connect is used to integrate SFDC with an external system; it cannot be used to set up a new application.

Answer 115

A

A.) Request a dev to build a Visualforce page or custom Lightning component to display data in the required format

It is not possible to configure a standard or custom report according to the account hierarchy and include the number of opportunities at each level. For this requirement, a Visualforce page, or a custom Lightning component, can be developed to perform the logic that sums up the number of opportunities and display the accounts according to the hierarchy level.

Answer 116

A

C.) Only include the minimum fields on the action layout and use predefined values for additional fields

Predefined values can be used in action layouts to set values for fields so that they do not need to be on the action layout.

Answer 117

A

D.) Install an application from the AppExchange to pull information from social media applications

An AppExchange product can provide a quick solution to this kind of requirement

Answer 118

A

B.) Use Report Builder to export the required Fund records
C.) Generate full backup data of all existing Fund records

If an object is referenced as a Primary object in a report type, deleting it will also delete all the report types and reports that were created from it. A report type’s primary object cannot be modified. In addition, if an object is removed from a report type, then all references to that object and its related objects are removed form the reports and dash based on that report type. There is no option to exclude report deletion when an object is deleted. In this case, Report Builder can be used to export the necessary records and is it for the data import. Since Fund-related reports will eventually be deleted, it is best to instead generate backup data of all Fund records for future requirements.

Answer 119

A

A.) Standard reports can be customized

Standard reports are built-in and delivered with SFDC. They can be customized but must be saved as new custom reports.

Answer 120

A

D.) Use the “Out of Office” feature in her Chatter profile

Sally should use the “Out of Office” feature to let her colleagues know that she will be away, as it’s the easiest way to inform other users about her days off. This feature is only available in Lightning and it needs to be enabled in Chatter settings. After the dates re scheduled, a message that the user is away will appear next to their name on their Chatter profile. Other options can also be used to inform colleagues about the work absence, but they are not as efficient.

Answer 121

A

B.) Create cross-block summary formulas
C.) Convert unjoined reports into joined reports
D.) Rename and reorder blocks

With joined reports support in Lightning, one will be able to create as well as convert unjoined reports into joined reports, rename & rearrange the order of the report blocks, create cross-block summary formulas, which are formula fields that can access and use values from any of the available reports in the joined reports. Up to 5 blocks of report types can be created in a joined report. One can group, filter, summarize and chart report data, but not update records.

Answer 122

A

A.) Contacts
C.) Business Accounts

When selling only to businesses, custom information is stored in Accounts. Accounts are the companies that […] with and contacts are the people that work for them, and are related to the Accounts in SFDC. Private contacts are contacts that are not related to an account and are only visible to the owner and the SFDC admin.

Answer 123

A

D.) Call the external web service via a button on a Visualforce page and validate the address

Standard validation rules cannot call external services. A workflow rule cannot be used to validate a record.

Process Builder cannot be used to validate records; it can only be used to perform actions or call Apex code. Although Apex can be called from Process Builder, it is not possible to access the return value, so it would not be possible to determine if the address was valid or not.

The external web service can be called from a button on a Visualforce page and in case that address is not valid, an error message can be displayed.

Answer 124

A

B.) Loading Page Logo
C.) Brand Color
D.) Loading Page Color

The brand color defines the base color to use for the header, buttons, search bar and other user interface elements in the mobile app. The logo and background color of the loading page when a user logs in can also be customized.

Font styles and background images cannot be customized.

Answer 125

A

D.) Bucketing

Bucketing allows users to quickly categorize report records without creating a formula or custom field. Buckets can be created to define multiple categories for grouping report values.

Answer 126

A

B.) Sam’s profile has “View All” permission for the Contact object
D.) Sam’s profile has “View All Data” permission

“View All” and “View All Data” permissions override any data sharing rules and grant visibility to all data in context. The View All permission will give users access to all records of the object regardless of sharing settings. The View All Data will give access to all data in an organization regardless of sharing settings.

Answer 127

A

A.) Quote creation from an Opportunity
B.) Ability to define multiple sales processes
C.) Team selling using an Opportunity Team

An Opportunity Team can be created to assign a group of users to work on an individual sales deal. Quotes can be created from Opportunities and have a built-in relationship with the Opportunity object. Multiple sales processes can be defined for the “Stage” field on the Opportunity object and associated with different record types and profiles.

There is no feature to select fields when cloning an Opportunity record. Opportunity assignment rules is not a feature in SFDC.

Answer 128

A

B.) Disable object access to the Document Object for the Support profile

Although the tab can be hidden, the records can still be seen in reports, dash, and related lists if the user has object access. The best way to restrict access is via object permissions.

Users can always add and access tabs with “Default Off” settings. Permission sets can only be used to grant additional access.

Answer 129

A

B.) Summary Report
D.) Standard Report Type
E.) Field Filter

A standard report type of “Job Positions with Job Applications” can be used for this requirement which displays positions that have at least one application. The summary report format would be sufficient since positions with applications only need to be grouped by recruiters. A field filter would need to be applied to only show positions that have been created this year.

There is no need to create a custom report type for this requirement since a standard report type has been automatically created when a master-detail relationship is defined between two objects. A matrix report would only be required if the report needed to be grouped by both rows and columns. In this requirement, only the Job Position Owner field needs to be grouped.

Answer 130

A

A.) Enable the “View All” object permission for the custom object in a permission set assigned to the Chief Medical Officer

“View All Data” is system permission that applies to all data in the organization. To enable visibility to all data for a specific object, the “View All” object permission for the object can be enabled in a permission set created specifically for and assigned to a user.

Modifying a profile to give more access to objects would grant everyone with the same profile those permissions. Creating a new profile and assigning it to a single user is possible but is not efficient. Instead, creating a permission set with the extended permissions and assigning it to the necessary user in this scenario is the recommended approach.

Answer 131

A

A.) Formatting posts with rich test is a Chatter setting which can be enabled or disabled
C.) Rich test allows the insertion of a hyperlink or an image to a post
D.) Rich text includes bold, italic, underline, bullet, and numbered lists

“Allow users to compose rich text posts” is a Chatter setting which allows rich text to be added to text posts, questions, and posts with link or file attachments. It is not supported on Polls. Rich text allows Chatter posts to be formatted in bold, italics, underline, bulleted and numbered lists.

Answer 132

A

A.) Person Accounts

Business accounts and person accounts both use the Account object. After “Person Accounts” is enabled in an org, a “person account” account record type is created. Person accounts are used to store information about individual people in a B2C, or business-to-consumer, business model.

Partner Accounts are accounts used to manage partner organizations, partner users, and activities when using a partner community or partner portal. Contact records are used to relate contacts to business accounts.

Answer 133

A

B.) It shows a list of objects that were recently accessed by the user

The “Smart Search Items” item in the navigation menu adds a list of up to 10 recently accessed items in the navigation menu. It does not have to be placed at the top of the navigation menu. If an item is placed below the “Smart Search Items”, it appears below the recent items. It is not possible to define different configurations of “Smart Search Items” for different users.

Answer 134

A

A.) Visualforce Charting
B.) Visualforce Page

Visualforce charting is a collection of components used for building complex charts on a Visualforce page. The Visualforce page can be developed to retrieve, process, and load the necessary data into the Visualforce charting components.

Visualforce maps allow building an interactive map and add it to a tab, page layout, or in the mobile map. Visualforce Connect is not a valid feature.

Answer 135

A

A.) Recording customer feedback, problems or questions
B.) Tracking prospective customers
C.) Tracking sales deals and pipelines

Sales deals and pipelines are tracked in opportunities. Cases can track customer feedback, questions and problems. Leads track and record prospective customers.

Answer 136

A

A.) Permission Set

C.) Profiles

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