Sales and Marketing Applications, Data and Analytics Management, Workflow/Process Automation

Question 1

Which tools are included with the Salesforce Flow product?

Answer 1

A) Lighting Experience and Flow Builder
B) Lighting App Builder and Process Builder
C) Flow Builder and Process Builder *
D) Flow Builder, Process Builder, and Approvals

Question 2

Which declarative tool would you use for the following use case? Guide customers through the process of troubleshooting issues with your product.

Answer 2

A) Flow Builder *
B) Approvals
C) Apex

Question 3

Which declarative tool would you use for the following use case? When an opportunity’s discount is higher than 40%, notify the CEO via email and request sign-off. Provide a way for the CEO to leave comments.

Answer 3

A) Flow Builder
B) Approvals *
C) Apex

Question 4

Which declarative tool would you use for the following use case? When the Annual Revenue field exceeds $500,000 on an account, automatically update the Customer Priority field to High.

Answer 4

A) Flow Builder*
B) Approvals
C) Apex

Question 5

The Data Export Wizard:

Answer 5

A) Can be operated through a command line
B) Must be installed separately
C) Must be installed by an actual wizard
D) Is accessible though the Setup Menu *

Question 6

To export data manually using the Data Export Wizard:

Answer 6

A) From Setup, open Data Export and then select Export Now *
B) Install the Data Loader client application
C) Grow a long beard
D) Open the Data Loader bin file in a command prompt and run the Extract All Command

Question 7

The Schedule Export option can be scheduled at the following intervals:

Answer 7

A) Daily
B) Every other day
C) On Thursdays and twice on Tuesdays
D) Yearly
E) Weekly or Monthly *

Question 8

A dashboard is:

Answer 8

A) A list of records that meet the criteria you define
B) A visual display of key metrics and trends for records in your org *
C) A list of key tasks to be completed in your org
D) A view of your companys memory usage

Question 9

A report type determines:

Answer 9

A) Which fields and records are available for use when creating a report *
B) Who can access the report
C) The date range used for the report
D) The colors available in a dashboard

Question 10

What two types of account-contact relationships can you see in Contacts to Multiple Accounts?

Answer 10

A) Positive and negative
B) Parent and sibling
C) Happy and unhappy
D) Direct and indirect  *
E) Complete and incomplete

Question 11

How do you set up the account hierarchy?

Answer 11

A) Ask the admin to set it up for you
B) Add a Parent Account to the account’s record
C) Record the parent account’s name in a Note on the account
D) Write it on a sticky note *

Question 12

Who should be on your personal Default Account Team?

Answer 12

A) Coworkers from your department who want to know how to achieve all your success
B) All the contacts for all your accounts
C) Coworkers you usually work with on your accounts *
D) Customers who responded positively to the last marketing campaign

Question 13

Which of the following can you expect from opportunity teams?

Answer 13

A) They form long-term relationships with customers
B) They share information, tips, or contacts that help close a deal *
C) The split credit equally on every opportunity
D) B and C

Question 14

To close a deal, you need support from a solution engineer. What split type do you use to assign credit for the solution engineer?

Answer 14

A) An overlay split of 100% for you and 100% for your solution engineer
B) A revenue split of 50% each for you and your solution engineer
C) A revenue split of 100% for you and no overlay split
D) A revenue split of 100% for you and an overlay split of 50% for your solution engineer *

Question 15

Which is not a valid way to update the status of a lead?

Answer 15

A) Click “Mark Status as Complete” in Path
B) Click the desired step on the Path, then click “Mark Current Status”
C) View the lead record, click “Edit”, and change the status field
D) Change the Kanban settings Group By to “status”. Drag the record to a different column.
E) In any list view, click “Shuffle” to change up every record’s status *

Question 16

You have a dozen open opportunities from different companies, but when you check the Kanban view of your All Open Opportunities list, you only see opportunities for one account. What should you do?

Answer 16

A) Panic!
B) Select a different list view, such as Recently Viewed.
C) Check the filter panel to see if records are being filtered out. *
D) Use the Search box to search for the opportunities that went missing
E) Try to attract more opportunities by leaving a bowl of candy on your desk overnight.

Question 17

Which is not a valid way to update the status of a lead?

Answer 17

A) Click “Mark Status as Complete” in Path
B) Click the desired step on the Path, then click “Mark Current Status.”
C) View the lead record, click “edit”, and change the Status field
D) Change the Kanban settings Group By to “status”. Drag the record to a different column.
E) In any list view, click “Shuffle” to change up every record’s status. *

Question 18

What can you do with Salesforce campaigns?

Answer 18

A) Conduct purchase transactions
B) Group leads and contacts into categories.
C) Keep track of the status, details, and performance of all your marketing initiatives *
D) Convince people to vote for a candidate

Question 19

What is an advantage of setting up a campaign hierarchy?

Answer 19

A) You can assign revenue to a different campaign.
B) You can see the responses across whole groups of campaigns together *
C) You can assign leads and contacts to more than one campaign at a time.
D) The hierarchy automatically created standard reports.

Question 20

What information can you see with a campaign hierarchy?

Answer 20

A) All the campaign members for the hierarchy
B) How much marketing reps are working on the hierarchy
C) The number of hours of video content in the hierarchy
D) The number of responses in the hierarchy *

Question 21

What is the most common number of levels in a campaign hierarchy?

Answer 21

A) 2
B) 3 *
C) 4
D) 5

Question 22

How do you create a campaign hierarchy?

Answer 22

A) Click the Hierarchy option on the campaign record
B) Enter a campaign name in the Parent Campaign field on a campaign record *
C) Create the hierarchy in Setup
D) Create a hierarchy record ad then add campaigns to the record

Question 23

What can you do with campaign record types?

Answer 23

A) Add marketing assets to campaigns
B) Track campaign member responses
C) Track different details for different kinds of campaigns *
D) Report on campaign expenses

Question 24

Who can be added to campaigns as members?

Answer 24

A) Salesforce users
B) Person accounts only
C) Leads, contacts, and person accounts *
D) Portal users

Question 25

What is the best practice for defining your campaign member statuses?

Answer 25

A) Use only the statuses you know you will need
B) Always add campaign member statuses before starting the campaign
C) Use the same set of values for all campaigns of the same type *
D) Never add statuses to parent campaigns

Question 26

How many campaign member statuses can count as a member response?

Answer 26

A) As many as you need
B) 1
C) 2
D) 5

Question 27

Where can you find the built-in campaigns reports?

Answer 27

A) In the Reports related list on a campaign
B) In the Campaigns folder on the Reports tab *
C) In the Object Manager
D) In the Reports page in Setup

Question 28

What kind of information can you see with the built-in Campaign reports?

Answer 28

A) Who has responded to each campaign *
B) Where every campaign event is being held
C) How long each campaign has been running
D) The number of marketing reps working on each campaign