Productivity & Collaboration Flashcards
How should a sales rep create an all-day event in Salesforce?
A. Check the all-day event checkbox on the event.
B. Ask the System Administrator to check all-day events in the Activity settings.
C. Use a task for an all-day event because then no time fields are needed.
D. Ensure the event is scheduled for times within the Start and End of Day hours.
A. Check the all-day event checkbox on the event.
Correct. Checking the all-day event checkbox sets the start and end times for 24 hours.
The managers at Ursa Major Solar asked the administrator to quickly provide access to sales reports and dashboards.
How can this be done?
A. Search the AppExchange for free adoption report apps.
B. Build reports and dashboards.
C. Log a case to Salesforce Support.
D. Use the Salesforce Auto-Report Builder.
A. Search the AppExchange for free adoption report apps.
Correct. The Salesforce Adoption Dashboards app can be found on the AppExchange.
Which two actions allow the System Administrator to limit Chatter access during roll-out to a subset of Salesforce users?
Choose 2 options.
A. Create a Permission Set with the “Enable Chatter” permission for the subset of users.
B. Create an email invitation for the subset of users.
C. Add the subset of users to the company-wide Chatter group.
D. Edit a Profile to “Enable Chatter” for the subset of users.
A. Create a Permission Set with the “Enable Chatter” permission for the subset of users.
D. Edit a Profile to “Enable Chatter” for the subset of users.
Correct. Control access to Chatter with a profile or permission set.
A new approval process is being adapted by Ursa Major Solar. After an opportunity has been approved, the contract is sent to the customer for signature as the final step in that process.
How can the administrator implement this functionality?
A. Check the “Send PDF” box on the approval process setup.
B. Use the Salesforce Autosign flow.
C. Install an app from the AppExchange.
D. Hire a consulting firm to develop a document signing workflow.
C. Install an app from the AppExchange.
Correct. AppExchange is the leading enterprise cloud marketplace with ready-to-install apps, solutions, and consultants that let you extend Salesforce.
A System Administrator wants to implement a feature for call recording to monitor customer service quality using Salesforce Service Cloud.
Which two statements regarding call recording should be considered when implementing this requirement?
Choose 2 options.
A. Call recording is a feature of some add-on products from the AppExchange.
B. Call recording is a feature that a developer might create with Salesforce App Cloud.
C. Call recording is a feature that will not work with Salesforce Service Cloud.
D. Call recording is a native feature available with Salesforce by default.
A. Call recording is a feature of some add-on products from the AppExchange.
Correct. Use the AppExchange to find solutions for complex processes.
B. Call recording is a feature that a developer might create with Salesforce App Cloud.
Correct. Use a developer to code to create solutions for complex processes.
How should a Chatter user send a message to another Chatter user that cannot be viewed by anyone else?
A. Use #secret to send the message to the recipient.
B. Post a Private Message to the recipient.
C. Use @mention to include the recipient within the message.
D. Post a Message to Record owner.
B. Post a Private Message to the recipient.
Correct. Use Chatter Messages for secure private conversations with other Chatter users.
An administrator needs to configure Ursa Major Solar’s Salesforce Mobile app with the company’s brand-specific images and color schemes.
Which set of branding options should the administrator use?
A. Tab Colors, Action Colors, Loading Page Logo
B. Individual Page Colors, Multiple Loading Page Logos
C. Loading Page Logo, Brand Color, Loading Page Color
D. Loading Page Color, Action Colors, Loading Page Logo
C. Loading Page Logo, Brand Color, Loading Page Color
Correct. Change the Salesforce mobile app’s appearance, including the loading page background color, loading page logo, and header background color, so the app matches your company’s branding.
Universal Containers wants Sales Reps to process credit card payments when an Opportunity is Closed Won.
Which approach should the System Administrator use to enable this feature?
A. Build a standard Visualforce page and Salesforce site.
B. Add payment detail custom fields to the Opportunity.
C. Install an AppExchange credit card payment package.
D. Create a Workflow Rule Email Alert to notify Finance.
C. Install an AppExchange credit card payment package.
Correct. Use the AppExchange to find solutions for complex processes.
How should a sales rep create an all-day event in Salesforce?
A. Ask the System Administrator to check all-day events in the Activity settings.
B. Use a task for an all-day event because then no time fields are needed.
C. Check the all-day event checkbox on the event.
D. Ensure the event is scheduled for times within the Start and End of Day hours.
C. Check the all-day event checkbox on the event.
Correct. Checking the all-day event checkbox sets the start and end times for 24 hours.
