Practice Test Flashcards
What are two Final Approval Actions in an Approval Process?
Create a chatter post
- Send an outbound message
- Add an email alert
Call Apex
Which two features should the System Administrator use to assign ownership of a Lead to the appropriate product team using the custom Lead field Product Interest?
Escalation Rules
Lead Teams
- Queues
- Assignment Rules
Ursa Majer Solar has a private sharing model on opportunities. Leadership has asked the administrator to create a new custom object that will track customer payment information and will link to the opportunity. Only those users with access to the opportunity should be able to see the records on the new object.
What should the administrator create to achieve this goal?
A master-detail relationship with profile permissions
*A master-detail relationship with a criteria-based sharing rule
A lookup relationship with profile permissions
A lookup relationship with a criteria-based sharing rule
After a recent restructure of its Sales Dept., Ursa Majer Solar is having issues with records being omitted in the new Opportunity Report.
Which three questions should the administrator ask to research this issue?
*Did the sales manager start from a copy or clone of an existing report?
Have the records been frozen?
- Do the records the sales managers expect to see match the filter criteria?
- Do owners of all records have Roles and correct Territory Assignments?
Are records currently being shared with the sales manager?
Cloud Kicks has a new program where customers can schedule time to come try on shoes and hang out with cats. The program only allows 3 participants per day due to the limited number of cats available. The Administrator has been asked to send an email reminder to the schedule participates the night before their planned visit. How should the administrator send the emails each night?
*Use Time Based Workflow Rules
Use Process Builder to send emails
Use a Scheduled Flow
Use Batch Apex
Salesforce users at Universal Containers complain that global search returns too many records. Which two configurations should a System Administrator perform to help users manage search results?
Specify the Keywords and include them in the object’s search layout
Enable Sidebar Search Auto-Complete in the object’s search settings
- Specify the Search Filter fields for the object’s search layout.
- Reduce the number of records displayed for each object in the Search Results page.
Universal Containers has a sales team focused on renewals. They will use many of the same Opportunity Fields as other teams, but need different Stage Values. What should the System Administrator update to support this requirement?
Stage field picklist options in Record Types
*Stage Selected Values in the Sales Processes
Field-Level Security in the User Profile
Page Layouts to include the correct field
High Priority cases at Ursa Majer Solar need to get a response in less than 3 hours or escalated to a queue called “High Priority Queue”. An administrator needs to configure the case management process to implement this requirement. How should the administrator achieve this goal?
Create an assignment rule to assign all cases where status= high to the high priority queue
*Create an escalation rule to assign all cases where status = high to the high priority queue based on when the case is created
Create a case milestone to assign all cases where status=high to the high priority queue based on the last modification time and set the age over to 3 (hours)
Create an escalation rule to assign all cases where status= high to the high priority queue based on the last modification time and se the age over to 3 (hours)
Ursa Majer Solar wants all Sales Users to see a dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. The Opportunity sharing model is private. What should the administrator do to fulfill this request?
Create the Dashboard from the Opportunities by User Report, then save it in the shared Dashboard Folder as a Dynamic Dashboard
Create the Dashboard from the Opportunities by User Report, choose the Sales Manager as RunAs User and Save in the private Dashboard Folder
Request for the Sales Manager to create the Dashboard from the Opportunities by User Report and save it to her private Dashboards Folder
*Request for the Sales Manager to create the Dashboard from the Opportunities by User Report, select “View Dashboard as Me”, and save in the shared Dashboard Folder.
Ursa Majer Solard is configuring the lead converson process. Which two factors should UMS consider before setting up the process?
- Standard lead fields are automatically converted to account, contact, and opportunity fields
- Custom lead fields can be mapped to account, contact, and opportunity fields
Roll-up summary lead fields can be mapped to custom contact fields
Custom lead fields can be mapped to custom object fields
Universal Containers wants to allow potential customers to submit Cases for technical inquiries. They do not have resources to set up a call center and need to make support available through another means. Which two options should they consider?
*Generate Web-to-Case HTML code to add to the website
Adding a link to a specified routing address for Email-to-Case
*Implement a Lightning Partner Community with Knowledge
Adding a link for Auto-Response Rules for Solutions
A user’s profile can be controlled by which three settings?
Locale settings
*Feature licensed assignment
Assigned apps
- Security at the field level
- Record type assignment
Users at Universal Containers (UC) adhere to the following process for expense reports:
Create the expense report
Attach receipts in an Expenses app
Send the report to the accountant to review and approve.
An administrator needs to enable this app for Salesforce Mobile.
What should the administrator consider from the User’s perspective?
A user can utilize Search, create list views, and receive record push notifications from Chatter
A user can search Salesforce Records, attach receipts as photos, and approve records from Chatter
*A user can create records, attach receipts as photos, and submit for approval
A user can create list views, attach receipts as photos, and submit records for approval
The Universal Containers fulfillment dept. would like a simple view of Account fields they need, the find their current experience cluttered with fields they do not use.
How should the System Administrator solve this problem?
*Assign a Profile and Page Layout aligned with their needs
Configure Salesforce1 with navigation aligned with their needs
Create a Custom Object and Record Type aligned with their needs
Define a Salesforce1 Compact Card Layout aligned with their needs
Universal Containers decides to merge all Opportunities into a new Record Type. In preparation to use this single Record Type, what does the System Administrator need to do?
Update the Opportunity Stages to values in the new Sales Process
Nothing, users will be able to use the Record Type
Rename the old Record Types
*Add the Record Type to all Users’ Profiles or Permission Sets.
How should a Chatter user send a message to another Chatter user that cannot be viewed by anyone else?
Use the #secret to send the message to the recipient
Use the @mention to include the recipient within the message
*Post a Private Message to the recipient
Post a Message to Record Owner
Ursa Major Solar has the following environment and requirements:
Critical, high priority accounts have an assigned District Manager, Sales Representative, Inside Sales Representative, and Customer Service Representative.
The Sales Manager wants to prevent these accounts from being inadvertently contacted more than once on the same day.
The Sales Manager wants to report on various customer interactions. How should the administrator fulfill these requirements?
Post customer interactions in Chatter on the account
Enter comments into the notes section on the account
*Log a separate task, call, or activity on the account
Log a case on the account
Ursa Major Solar uses a validation rule to prevent invalid data. What are three conditions where this rule is used?
*When records are submitted using web-to-lead
When records are updated by a workflow rule
When records are deleted by a user
- When records are imported
- When records are edited and saved by a user
What two valid assignee options should an administrator use to configure case assignment rules?
Public group
- Queue
- Case Team
User
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?
*Configure the Case Auto-Response Rules
Configure Feed Tracking for Case Comments
Create a Workflow Rule Email Alert on Case Comments
Enable Case Comment Notifications to Contacts
After enabling Lightning Experience, which additional step does the System Administrator need to take to allow select users with the Sales Rep Profile to access Lightning Experience?
Update the Sales Rep Profile to include the “Lightning Experience user” permission
*Add the users to a Permission Set granting “Lightning Experience User” permission
Add the “Lightning Experience User” permission to the Sales Rep’s Roles
Add the “Lightning Experience User” permission to the Sales Rep’s record
The Password Policy shows that the length of time until passwords expire is 90 days. However, some users find that their passwords expire every 30 days.
Where should the System Administrator change the password expiration period for these users?
Permission Sets assigned to the Users
Individual User records
Roles assigned to the Users
*Profiles assigned to the Users
A System Administrator creates a Workflow Rule that assigns a task to a support manager role when a case is escalated. The case owner is complaining about being assigned these tasks.
What should a System Administrator do to correct this issue?
*Remove the workflow and use a report instead
Add a field update to the Workflow to also change the owner
Change the Workflow Rule to assign tasks based on profile
Make sure there is only one user in the role
The managers at Ursa Major Solar asked the administrator to quickly provide access to sales reports and dashboards. How can this be done?
Build reports and dashboards
Log a case to Salesforce Support
*Use the Salesforce Auto Report Builder
Search the AppExchange for free adoption report apps
A System Administrator created a workflow rule that sends email alerts when a Case with a high priority is created. A new Support Engineer who works remotely at Universal Containers complains about not receiving the email alerts. All other users are Universal Containers receive these email alerts.
How can a Salesforce administrator troubleshoot this issue?
Check if the Workflow evaluation criteria is correct
Check if the correct Email Template is used
*Verify the user’s email address
Check if the Workflow Rule is active
The admin for Cloud Kicks has a flow that makes several updates to Contacts when they are being created. If the Contact Status is “New” and the Contact’s email is know, the admin would also like to send a welcome email.
What should the admin do to complete this requirement?
Create a process builder with email alert to send the email
Update the flow with a formula to send the email when needed
*Update the flow with a decision to send the email when needed
Create a workflow rule with email alert to send the email
Ursa Major Solar uses the following:
Private data access model for cases
Support agents, who own cases
Product specialists who occasionally need access to cases in their product line.
What are two actions that will allow the appropriate access in this scenario?
A case escalation rule assigns ownership to product specialists
*Case owners manually add product specialists to ad hoc case teams
Administrators configure pre-defined case teams and assignment rules
*Case owners configure pre-defined case teams.
A System Administrator cannot share a report folder.
What is a possible reason?
The reports in the folder are already shared with other users
*The folder is private
The reports in the folder only reference custom objects
Folder Sharing is not enabled for the Org
A Sales Director at Universal Containers wants Salesforce to record the date for the most recent update to the Opportunity Description field.
How can a System Administrator help with this task?
Create a workflow rule with an email alert that will email the Sales Director if Description is changed
*Give the Sales Director access to monitor the Last Modified Date field for Opportunity Changes
Create a new date field and a workflow rule that will update the date if Description is changed
Create a new “Monitoring” field and a workflow rule that will populate the date from the Last Modified Date Field
How should the System Administrator implement biweekly notifications for Sales Reps that include Opportunities that need attention based on the Opportunity Owner’s last login, past due Opportunities, and all Opportunities that have not been updated in the last 30 days?
*Create Opportunity Update Reminders
Create Scheduled Reports
Create Scheduled Dashboards
Create a Chatter Group
The admin at Universal Containers is creating a new Opportunity record type.
Which three options must be populated by the admin?
- Page Layout assignment
- Picklist values
- Sales Process
Profile assignment
Stage values
What should a System Administrator do to organize the fields available on a report?
*Create a custom report type
Edit the Report Builder layout
Enable Dynamic Reports
Modify the standard report type
A System Administrator wants to create a workflow rule and add two immediate actions to it.
Which actions can be added to this situation?
Field Update and Create an Event
Field Update and Send a Message
*Field Update and Assign a Task
Field Update and Refresh Dashboard
Ursa Major Solar wants to ensure that unique data is always input into a specified field. Which two field properties should the administrator configure?
Default Value
Unique
- Data Type
- Required
A Delegated Administrator at Universal Containers cannot edit the Created Date field for the Account record.
What reason should the System Administrator give for this occurring?
*This is a System Audit field and is Read-Only for existing records
This user does not have Edit permissions on the Account object
This field is Read-Only in Field-Level Security settings
This field is defined as Read-Only on Page Layout
Which two objects have a relationship with Cases?
*Opportunities
Solutions
*Contacts
Leads
Ursa Major Solar needs to transfer records from one user to another user during a mass transfer of account records. Which two record types can be used for this transfer?
*Open cases
*Closed cases
Related custom object records
Closed activities
What standard object stores information about sales deals?
*Opportunities
Assets
Products
Accounts
Blank card- I did not capture question 39
The admin at Cloud Kicks wants to update the Account with the number of records on a custom object. How should the administrator fulfill this requirement?
Create a Flow
Create a Workflow Rule
Create a Process
*Create a Formula
At Ursa Major Solar, Salesforce Users have a session timeout of 12 hours. Management wants the session timeout to be increased to 24 hours. Management also wants inactive users to be logged out at that time.
What should the administrator do to fulfill this request?
In user profiles, type in 24 hours in the timeout section, and uncheck the box for force logout on session timeout
*In user profiles, enter 24 hours in the timeout section, and check the box for force logout on timeout session
In session settings, select 24 hours, and check the box for force logout on timeout session
In session settings, select 24 hours, and uncheck the box for force logout on timeout session
Universal Containers has inconsistent data in its 20,000 existing Accounts and asked the System Administrator to convert all the standard country fields to ISO codes.
What method should the System Administrator use?
Report Exports
*Mass Update Addresses
Data.com Clean
List View Inline Editing
https://trailhead.salesforce.com/en/content/learn/modules/administrator-certification-prep-security-and-data-management/review-data-management
Universal Containers wants to collect Leads from their website in addition to Leads from their Partner Community. Which three options should the System Administrator use to track these two groups of Leads?
- Record Types
- Page Layouts
Validation Rules
*Auto-Responses
Lead Sources
https: //help.salesforce.com/s/articleView?id=sf.setting_up_web-to-lead.htm&type=5
https: //help.salesforce.com/s/articleView?id=sf.networks_lead_distribution_intro.htm&type=5
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?
Schedule a Time-Dependent Workflow to create users in three weeks
*Create them with the User Import Wizard and ensure that Active is unchecked
Create a .csv file ensuring that IsActive=False, and use the data loader to insert
*Click Add Multiple Users and ensure that Generate New Password and Notify User Immediately are unchecked.
Universal Containers 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 contact’s location. What should the System Administrator use to set this up?
Assignment Rules and Queues
Automated Notifications and Groups
Auto-Response Rules and Profiles
*Territory Management and Teams
Which two parameters are configured using Locale settings?
Time and Number Display format
- Phone Number and Currency format
- First/Last Name and Date format
Business Hours and Holidays
At Universal Containers, the sales managers would like Opportunities that have NOT been updated in the past 30 days to automatically be flagged. How should the System Administrator implement this requirement?
*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
Add a formula to the default value of the Last Modified Date field to turn the text red if the record meets the criteria
Create a formula field to show the Last Login Date of the Owner and display an alert message if it meets the defined criteria
Add a formula to the default value of the Opportunity name field to turn the background red if the record meets the criteria
Universal Containers decides to start using Opportunity Record Types to differentiate renewals from new business. The System Administrator is unable to create a custom Record Type for the Opportunity object. Which action will allow the System Administrator to create new Record Types?
Assign a permission set
Create a new Sales Process
Change the Stage to a multi-select Picklist
- Create a new Page Layout
https: //trailhead.salesforce.com/en/content/learn/modules/lightning-knowledge-setup-and-customization/configure-page-layouts-and-record-types
Universal Containers wants to automatically assign a Task to account managers when a customer’s agreement is about to expire. How should a System Administrator configure this functionality?
Create a Workflow on Account with a rule criteria of Agreement End Date>Today ().
Create a Time-based Workflow on Account with a rule criteria of Agreement End Date>Today ().
*Create a Time-based Workflow on Account with a rule criteria of Agreement End Date
A user at Ursa Major Solar attempts to log in to Salesforce from an IP address that is outside the login IP range on the user’s profile but within the organization-wide trusted IP range. Which occurs as a result of this scenario?
*The user will be unable to log in at all
The user will be able to log in after the computer is activated
The user will be able to log in without activating the computer
The user will be able to log in after answering one security question
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8PBJSA3
Universal Containers offers a variety of products that are comparable to products from other companies. Sales representatives request a method to track product strengths and weaknesses compared to those offered by other vendors. What should the System Administrator implement?
*Competitors on the Opportunity Page Layout
Strength and Weakness field on Company Information
Products and Pricebooks on Opportunity Line Items
Big Deal Alerts on high-value Opportunities
https://help.salesforce.com/s/articleView?id=sf.competitors.htm&type=5
Which configuration actions should be performed to ensure every Case gets assigned to a valid owner>
*Define the Default Case Owner in Support Setting
Create a Workflow Rule that checks for a blank Owner field
Create a Validation Rule based on the Created By field
Configure a default value for the Case Owner field
Which feature allows Universal Containers to require a value in a custom date field when the Opportunity Stage changes to Closing?
Page Layout
*Validation Rule
Record Type
Dependent Picklist
Which list includes only Standard Salesforce objects?
*Accounts, Campaigns, and Contacts
Leads, Opportunities, and Bug Fixes
Cases, Complaints, and Leads
Products, Projects, and Tasks
Which object relates to Campaigns?
*Opportunity
Primary Contacts
Contact Roles
Campaign Members
The administrator at Universal Containers is creating a flow with several steps. How can the admin check their work as they are developing the flow?
Use debug logs in the Developer Console
Perform the same steps manually via the UI
Use debug logs found in Setup
- Use the Debug tool in the flow builder
https: //help.salesforce.com/s/articleView?id=sf.flow_test_debug.htm&type=5
How should a System Administrator ensure a Picklist field’s values display in consistent colors on all reports?
Create a Formula field that defines the color of each value
Configure a Report Conditional Highlighting for each value
*Use a Bucket field that defines the color for each value
Update the Picklist field and set the color for each value
An Administrator at Ursa Major Solar is converting a lead and needs to capture custom lead data on the converted contact. What should the administrator do to accomplish this goal?
Utilize the lead conversion wizard to select the fields
Utilize the data loader to move the custom lead data
Map custom fields to standard contact fields
*Map custom lead fields to custom contact fields
Ursa Major Solar recently enabled the multiple currencies feature. As a result, which currency will be used as the foundation for all currency conversion rates?
Personal currency
Record currency
*Corporate currency
Active currency
Ursa Major Solar’s administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type. What are two potential causes of this issue?
The record type is disassociated from the page layout
- The record type is deactivated
- The record type is disabled on the marketing user profile
The record type default setting is disabled
