High Level (reviewed) Flashcards
An administrator at Cloud Kicks needs to export a file of closed-won opportunities from the last 90 days. The file should include the Opportunity Name, ID, Close Date, and Amount.
How should the administrator export this file?
How do you, as an admin, export a file of OPPORTUNITIES with this data?
A. Data Export Wizard.
B. Data Import Wizard.
C. Data Export Service.
D. Data Loader.
Correct: D. Data Loader.
= =
use Data Loader to export records from the Opportunity object if you’re working with more than one Opportunity. Include the ID, Opportunity Name, and any other fields that will help to identify the correct Opportunities.
Universal Containers (UC) customers have provided feedback that their support cases are not being responded to quickly enough. UC wants to send all unassigned Cases that have been open for more than 2 hours to an urgent Case queue and alert the support manager.
Which feature should an administrator configure to meet this requirement?
How do you, as an admin, automate sending open cases that have been open 2h or more to a queue and alerting the manager?
A. Case Scheduled Reports.
B. Case Dashboard Refreshes.
C. Case Escalation Rules.
D. Case Assignment Rules.
Correct: C. Case Escalation Rules.
Escalation actions specify when the case escalates and what happens when the case escalates. An escalation rule can reassign the case to another support agent (user) or support queue (queue). An escalation rule also can send notification emails to the new assignee, to the current case owner, and to other recipients.
Users at Cloud Kicks want to see more useful information for their role on the Case page. How should an administrator make the pages more dynamic and easier to use?
A. Add Component visibility filters to the Components.
B. Remove fields from the record details component.
C. Delete the extra component from the page.
D. Include more tab components with filters.
Correct: A. Add Component visibility filters to the Components.
Ursa Major Solar uses two different page layouts for Account records.
#1
One page layout reflects the fields related to customer accounts and
#2
another page layout includes fields for partner accounts.
The administrator has assigned the customer account page layout to sales and support users and the partner account layout to the partner management team.
What should the administrator configure to meet this requirement?
A. Use a public group and a criteria-based sharing rule to share customer accounts with the partner team.
B. Add members of the partner management team to the default Account team for
the customer accounts.
C. Grant create, read, edit and delete access to customer accounts on the partner team
profile.
D. Create one record type for customer accounts and one record type for partner accounts.
Correct: D. Create one record type for customer accounts and one record type for partner accounts.
An administrator supporting a global team of salesforce users has been asked to configure company settings
Which 2 of these things are configurations for global company settings?
A. Currency Locale
B. Default Language
C. Password Policy
D. Login Hours
Correct:
A. Currency Locale
B. Default Language
https://trailhead.salesforce.com/content/learn/modules/company_wide_org_settings/org_settings_regional
An administrator Creates a custom text area field on the Account object and adds it to the service team’s page layout.
The services team manager loves the addition of this field and wants it to appear in the highlights panel so that the services reps can quickly find it when on the Account Page.
How should the administrator accomplish this?
How do you, as admin, pull a text area object from the account object into the highlights panel for the service reps when viewing the account page?
A. Create a new page layout and a new section titled highlights panel.
B. In the Account object manager, create a custom compact layout.
C. From the page layout editor, drag the field to the highlights panel.
D. Make the field required and move it to the top of the page.
Correct: B. In the Account object manager, create a custom compact layout.
“Compact layouts control which fields your users see in the highlights panel at the top of a record. They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline.”
Cloud Kicks (CK) has a new administrator who is asked to put together a memo detailing salesforce users to budget for upcoming license purchases.
Where Should the administrator go to find out what type of licenses CK Has purchased and how many are available?
A. Search for licenses types in setup.
B. User Licenses Related List in Company information.
C. User Management settings in setup.
D. Usage based entitlement related list in company information.
Correct: B. User Licenses Related List in Company information.
The marketing team at Ursa Major Solar wants to send a personalized email whenever a lead fills out the web-to-Lead form on their website. They want to send different Message based on the Lead Industry Field Value.
What Should an administrator configure to meet this requirement?
A. Use Validation rule to trigger workflow to email to Lead.
B. Configure an auto response rule to email the lead.
C. Add a public group and process builder to email the lead.
D. Create an assignment rule to email the lead.
Correct: B. Configure an auto response rule to email the lead.
“To create a Web-to-Lead response rule, from Setup, enter Auto-Response Rules in the Quick Find box, then select Lead Auto-Response Rules.”
Cloud Kicks has a Customer success agent going on leave and needs to change ownership on multiple cases.
Which two users are able to fulfill this request?
A. A user with Read Permission on account.
B. A user with manager role above the agent.
C. A user with the System Administrator profile.
D. A user with the Manage Cases Permission.
Correct:
C. A user with the System Administrator profile.
D. A user with the Manage Cases Permission.
Manage Cases Permission - Allows the user to administer case settings, including Email-to-Case and mass transfer of cases. Its a user level permission, giving them access to case settings, including Email-to-Case and mass transfer of cases.
There are 2 sales teams. A and B. They have separate roles in the role hierarchy. Both are subordinates of the same manager role.
How do you share records owned by A with B?
A. Hierarchical Sharing
B. Manual Sharing
C. Criteria Based Sharing
D. Owner Based Sharing
Correct: D. Owner Based Sharing
How do you transfer VIP customers to 24 hrs a day support within 5 hrs?
A. Assignment rules
B. Business hours
C. Case queues
D. Escalation rules
Correct: D. Escalation rules
Cloud Kicks want its reports to show a Fiscal Year that starts on February 1 and has 12 months.
How Should the Administrator Address this requirement?
A. Set the Fiscal Year to Custom and the duration to 4 quarters.
B. Set the Fiscal Year to Standard and the duration to 12 months.
C. Set the Fiscal Year to Custom and the starting month as February.
D. Set the Fiscal Year to Standard and the starting month as February.
Correct: D. Set the Fiscal Year to Standard and the starting month as February.
An administrator created a record trigger flow to update contacts.
How should the administrator reference the values of the active record the flow is running on?
A. Use the $Record global variable.
B. Use the {!Account.Id} record variable.
C. Use the {!Contact.Id} global variable.
D. Use the Get Records element to find the Id.
Correct Answer: A. Use the $Record global variable.
The administrator at Cloud Kicks has created an approval process for time off requests.
Which two automated actions are available to be added as part of the approval process?
Choose 2 answers:
A. Email Alert
B. Chatter Post
C. Field Update
D. Auto launched Flow
Correct Answer:
A. Email Alert
C. Field Update
The administrator at cloud kicks is trying to debug a screen flow that create contacts. One of the variables in the flow is missing on the debug screen.
What could cause this issue?
A. The available for output checkbox was unchecked.
B. The field type is unsupported by debugging.
C. The available for input checkbox was unchecked.
D. The flow is an inactive version
Correct: B. The field type is unsupported by debugging.
