Reporting and Automation Scenarios Flashcards
A sales manager at Ursa Major Solar wants a team of sales reps to know how many open opportunities they have at any given time.
How should an administrator configure a report for each sales rep to see their own open opportunities?
CREATE A REPORT FILTERED BY MY OPPORTUNITIES
This report shows a sales rep their own open opportunities.
Which three report charts show how many leads are in the marketing pipeline based on lead status and what percent each lead status represents? (Choose three answers.)
PIE CHART
A pie chart shows the number of leads and the percentage of leads as part of the whole.
DONUT CHART
A donut chart shows the number of leads and the percentage of leads as part of the whole.
FUNNEL CHART
A funnel chart shows the number of leads and the percentage of leads as part of the whole.
A finance user with the View All Data permission enabled sees no opportunities when opening a sales pipeline report. However, a sales rep sees opportunities as expected. Opportunities should be visible to only those with permission.
Which two actions should the administrator perform to ensure that the finance user sees opportunities in the pipeline report? (Choose two answers.)
SELECT SAVE HIERARCHY LEVEL ON THE PIPELINE REPORT
The Save Hierarchy Level checkbox being selected ensures that the hierarchy level that was used when creating a report stays intact. So if the finance user had permission to see reports originally, the same applies when any subsequent report is created.
UPDATE THE REPORT FILTER TO SHOW ALL OPPORTUNITIES
Using a filter to show all opportunities allows users with the View All Data permission enabled to see all of the opportunities on the report.
What should an administrator configure to provide each sales rep a dashboard that shows their current Opportunity pipeline?
SET THE DASHBOARD RUNNING USER TO “THE DASHBOARD VIEWER.”
This ensures that the dashboard shows data relevant to only the user viewing it.
A sales user wants to add components to their dashboard.
What is the maximum number of components that can be added to a single dashboard?
20
Each dashboard can have up to 20 components.
What should the system administrator do when users are unable to find a custom report type?
MAKE SURE THE NEW REPORT TYPE IS DEPLOYED
Users are not able to access a custom report type if it hasn’t been deployed.
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?
CREATE A SHARING RULE BASED ON CRITERIA
Criteria-based sharing rules determine what records to share based on field values other than ownership.
The administrator at Ursa Major Solar created a process in Process Builder that sends email alerts when a high-priority case is created. A new support engineer who works remotely complains about not receiving the email alerts. All other users receive these email alerts.
How can a Salesforce administrator troubleshoot this issue?
VERIFY THE USER’S EMAIL ADDRESS
Make sure the user’s email address is in that support engineer’s user record, and thus receiving the notifications.
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?
PAUSED FLOW INTERVIEWS
The administrator would be able to monitor pending processactions in the queue.
Ursa Major Solar has an auto-response rule to send emails when a customer submits a new case, and an assignment rule to determine case ownership for new cases. In addition, the case object has validation rules to ensure that each case includes values for all fields needed by its owner to resolve the case.
In which order does Salesforce process the immediate actions associated with workflow rules and related business automations for a newly created record?
VALIDATION RULES, ASSIGNMENT RULES, AUTO-RESPONSE RULES, WORKFLOW RULES, ESCALATION RULES
This is the correct order of evaluation.
Ursa Major Solar has a team of account managers that requested email alerts anytime an opportunity or case is created on accounts that they own.
What is the minimum number of workflows needed to accomplish this task?
TWO WORKFLOW RULES WITH ONE EMAIL ALERT EACH
Each workflow rule applies to a single object. Opportunity and/or case would need a separate workflow for each object.
Ursa Major Solar has created an automated approval process to quickly communicate and improve their customer service.
What are two final approval actions in an approval process?
ADD AN EMAIL ALERT
This is a final approval action.
SEND AN OUTBOUND MESSAGE
Sending an outbound message is a final approval action in an approval process.
