Practice Questions

Question 1

A company has three account types (Prospect, Customer and Vendor). The Customer record type is only for Accounts that have a Closed-Won Opportunity. How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records?

Answer 1

Remove the Customer Record Type as an Assigned Record Type in the users Profile and Permission Sets.

Question 2

A company uses a custom report type for Account Reports. New fields have been created on the Account Object. An administrator needs to report on the new fields. What should the administrator do to achieve this goal?

Answer 2

Add fields to a custom report in the custom report type field layout. From the Custom Report Type (Setup), Edit Layout then add the new fields to the report

Question 3

Universal Containers utilizes a private sharing model for Accounts, Contacts, and Opportunities. When account owners are on vacation, a back-up sales rep needs access to all Accounts with the rating of Hot. How should the System Administrator give the back-up sales rep access to Hot Accounts?

Answer 3

Instruct the Hot Account owner to manually share the Accounts with the back-up rep before leaving on vacation.

Question 4

Universal Containers has a complex sales process with multiple record types, each shared with all Profiles. Some users complain about the Record Type selection screen when creating new Opportunities. Which two actions should the System Administrator take to allow these users to bypass choosing a Record Type?

Answer 4

1. Remove Record Types from the users’ Profiles - Each profile is associated with a single record type; users will never be prompted to select a record type when creating records.
2. Instruct users to update the Default Record Type in My Settings - Set an option to automatically insert your default record type when you create records.

Question 5

Ursa Major Solar tracks both user issues and customer issues. A user issue can be logged as: new, waiting for reply, closed and A customer issue can be logged as: new, working, closed. An administrator needs to track both case types. Which features should be used?

Answer 5

Record Types and Support Processes - Record types let you offer different business processes, picklist values, and page layouts to different users.

Question 6

Ursa Major is onboarding 15 new employees in three weeks. The administrator needs to create user records in Salesforce without activating them. Which two methods allow the administrator to achieve this goal?

Answer 6

1. Create a .csv file ensuring that IsActive = False, and use the data loader to insert - With a properly formatted csv file, Data Loader can be used to create multiple users. Include the IsActive = false to create the users in an inactive status
2. Click Add Multiple Users and ensure that Generate New Password and Notify User Immediately are unchecked

Question 7

An administrator at Ursa Major Solar (UMS) has created a new Lightning record page for the sales team to display a report chart embedded on the account page. No record types currently exist for an account. Which action should the administrator perform to make this page the default view of the UMS app for the sales team without impacting the support team?

Answer 7

Make the page the default object record page for the UMS app for the sales profile (not UMS app - Making the page the object default would be for the app affecting all users)

Question 8

Which configuration change should the System Administrator make to help Sales Reps remember to add Products to every Opportunity?

Answer 8

Enable the Opportunity setting to prompt users to add products to opportunities.

Question 9

Universal Containers created a new custom object to track Inventory items. The Support Team cannot see the Inventory object’s tab. Which two settings should the System Administrator check to find the cause of the problem?

Answer 9

Support Team Permission Sets and Support Team Profiles

Question 10

System Administrator will use the Import Wizard to update existing Account records. Which values can the Import Wizard use to find matching records?

Answer 10

Account Name and Site fields

Question 11

A company’s vice president has requested that the sales rep commission report be visible to the executive team. How should the system administrator provide visibility to the report to the executive team only?

Answer 11

Save the report in a folder shared with the executive team

Question 12

Users at a company complain that global search returns too many records. What two configurations should an administrator perform to help users manage search results?

Answer 12

1. Specify the Search Filter Fields for the
   object’s search layout.
2. Reduce the number of records displayed
   for each object in the Search Results page.

Question 13

Ursa Major Solar uses a private sharing model for Cases. Each product line has several product specialists who want to have visibility to all Cases involving their product line. How should the administrator meet this requirement?

Answer 13

Create a predefined Case Team for each group of product specialists and assign the team using Case Assignment Rules.

Question 14

Ursa Major Solar has three Account record types: Prospect, Customer, and Vendor. The Customer record type is only for Accounts that have a Closed Won Opportunity. How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records?

Answer 14

Remove the Customer record type as an Assigned record type in the users’ profiles and permission sets.

Question 15

The VP of Sales at Ursa Major Solar wants to take a look at all of the sales deals that are currently in play for his Sales team to determine how well they are tracking toward their goal for quarter end. Which standard object stores information about sales deals?

Answer 15

Opportunities - sales deals in progress

Question 16

A sales team member at Ursa Major Solar wants to view information related to one of their accounts to have a 360 degree view of the customer. Which two standard objects are related to Account records?

Answer 16

Cases and Opportunities

Question 17

The marketing manager at Ursa Major Solar wants to run a marketing campaign for their upcoming event called the Ray-A-Thon. the manager wants to make sure to capture as much information as possible generated from the campaign in Salesforce. Which three objects have a relationship with a Campaign?

Answer 17

Lead, Opportunity and Contact

Question 18

Ursa Major Solar needs a field that reflects Account size based on the standard field, number of employees. Which formula function should an administrator use to evaluate different results based on a specific condition with multiple outcomes?

Answer 18

IF - returns a given value if true and another value if false. (AND returns true if all values are true and false if one or more is false)

IF evaluates a specific condition with multiple outcomes, AND evaluates multiple conditions.

Question 19

The sales managers at Ursa Major Solar want Opportunities that have NOT been updated in the past 30 days to be flagged automatically . How should an administrator implement this requirement?

Answer 19

Create a formula field to calculate the time since last update and display an image of a red flag if it meets the defined criteria.

Question 20

The Ursa Major Solar CEO does NOT want to see the list of Contacts when viewing an Account page, but still needs to access Contact records. How should the administrator configure this?

Answer 20

Create an Account page layout without the contacts related list

Question 21

The VP of Sales at Universal Containers wants to ensure that there is a consistent, color-coded report to easily track picklist values from the Stage field on an Opportunity. How should an administrator ensure that a picklist field’s values display in consistent colors on all reports? (Choose two answers.)

Answer 21

1. Update the picklist values and set the color for each value
2. Create a formula field that defines the color for each value

Question 22

Universal Containers wants to track Invoice Payments on an Opportunity Related List. Only the Finance Team should see this Related List; however, all Users should be able to view Invoice Payment reports. How should the administrator implement this requirement?

Answer 22

Create a new page layout and profile for the finance team

Question 23

The marketing team at Ursa Major Solar wants a chart added to the home page specific to their lead generation. What should an administrator recommend to meet this requirement?

Answer 23

Update the marketing teams homepage in the lightning app builder

Question 24

The administrator updated the sales operation team’s project record page with new fields and dynamic components. However, when they refreshed the page the changes are missing. What should the administrator troubleshoot to ensure the changes are implemented?

Answer 24

Confirm the page is activated in the lightning app builder

Question 25

Ursa Major Solar wants to create a field to store credit card numbers and needs to make sure the information is protected. Which two actions allow the administrator to provide enhanced security for this field?

Answer 25

1. Create an encrypted text field
2. Update field-level security settings

Question 26

Ursa Major Solar has a renewals sales team that will use the Opportunity object. The team wants to use many of the same picklist fields that are already defined, but will need unique picklist values. Which feature allows an administrator to maintain the same field for two different teams?

Answer 26

Record Types

Question 27

Ursa Major Solar has a sales team focused on renewals. The team will use many of the same Opportunity fields as other teams, but need different Stage values. What should the administrator update to support
this requirement?

Answer 27

Stage Selected Value in the Sales Processes

Question 28

A company has an inside sales team that sells only warranty renewals and an outside sales team that sells only products. Each type of sale captures different information and has a different sales cycle. How should the system administrator configure Salesforce to meet these requirements?

Answer 28

Create a page layout, sales process and record type for each type of sale

Question 29

How should the system administrator implement weekly notifications for sales rep that include opportunities that need attention based on the opportunity owners last login, past due opportunities and all opportunities that have not been updated in the last 30 days?

Answer 29

Create opportunity update reminders

Question 30

A company sells through many different reseller networks. Each resellers deals are tracked on separate opportunities. The sales manager is concerned that the pipeline report is not accurate due to multiple opportunities for the same end customer. How should the sale process be modified to ensure opportunities are not double-counted in the pipeline?

Answer 30

Change the forecast category to Omitted on the duplicate opportunities.

Question 31

A company wants the same technical engineer group to be associates with each new case. What should a system administrator define to implement this requirement?

Answer 31

A case assignment rule to associate the case team

Question 32

A company wants internal support requests to be directed to any of the IT representatives. They want external support requests to be directed to customer support representatives based on the contacts location. What should the system administrator use to set this up?

Answer 32

Assignment rules and Queues

Question 33

Ursa Major Solar uses a private data access model. Product managers and sales representatives are in different branches of the role hierarchy. What should an administrator do to ensure that product managers can report on opportunities in their product line?

Answer 33

Create a sharing rule based on criteria

Question 34

Ursa Major Solar regularly imports accounts from an external order system that has its own ID field for each record. What should the system administrator do to help prevent duplicates during these imports?

Answer 34

Create a unique external field on Accounts in Salesforce for matching

Question 35

The sales operations team at Ursa Major Solar needs to import and export accounts, contacts, opportunities, and orders. Which two profile permissions does the sales operation team need to be able to perform this task?

Answer 35

API enabled - to use the Data Loader for importing and exporting Accounts, Contacts, Opportunities, and Orders the profile permissions need API Enabled.
The Modify All setting on Accounts, Contacts, Opportunities, and Orders objects means users with this permission can view, edit and delete all records regardless of sharing. This meets the need of importing and exporting on just the stated objects.

Question 36

The director of operations at Ursa Major Solar has noticed that when sales reps move opportunities to the closed stage, they don’t always fill in the product installation date. When the date is not logged, the operations team has to reach out to the sales rep to confirm the installation date. The director of operations has requested that sales reps not be able to close an opportunity without first logging the product installation date. Which feature allows Ursa Major Solar to require a value in the product installation date, a custom date field, when the opportunity stage changes to Closed?

Answer 36

Validation rules can be used to make fields conditionally required based on the Opportunity stage.

Question 37

What does an administrator use that restricts the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields?
(For example, restrict the Account Name field on opportunities to allow only active accounts.)

Answer 37

Lookup filter

Question 38

Ursa Major Solar created an action that sends a follow-up email to the customer two days after a case is closed. The administrator wants to verify that the process functions correctly. Which queue should the administrator view to monitor pending actions?

Answer 38

Paused Flow Interviews

Question 39

Ursa Major Solar has a team of account managers that requested email alerts any time an opportunity or case is created on accounts that they own. What is the minimum number of workflows needed to accomplish this task?

Answer 39

Two workflow rules with one email alert each

Question 40

Ursa Major Solar wants to assign a task automatically to account managers when a customer’s agreement is about to expire. How should an administrator configure this functionality?

Answer 40

Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY().

Question 41

Which feature should Ursa Major Solar use if they want their support agents who are skilled in a particular product line to own cases directly after customers log them from an automated channel?

Answer 41

Assignment Rules

Question 42

Customers complain that they do not know when Comments have been added to their Cases. Which configuration can a System Administrator implement to address this concern?

Answer 42

Enable Case Comment notifications

Question 43

Which feature should Ursa Major Solar use if they want their support agents who are skilled in a particular product line to own cases directly after customers log them from an automated channel?

Answer 43

Assignment Rules