Sales & Marketing Applications (14%)

Question 1

When a lead is converted, the Sales Director of a company would like the standard “Description” field on the opportunity record to be filled by a custom “Description” field on the lead record. Which of the following represents a solution that can be used to meet this requirement? Choose 2

A.) Map the custom field on the Lead objects to the standard field on the Opportunity object
B.) Define a formula field on the Opportunity object
C.) Create a flow using Flow Builder
D.) Map the custom field on the Lead object to a custom field on the Opportunity object and use the workflow field to update

Answer 1

C.) Create a flow using Flow Builder
D.) Map the custom field on the Lead object to a custom field on the Opportunity object and use the workflow field to update

Custom fields on the Lead object cannot be mapped to standard fields on the Opportunity object, but they can be mapped to other custom fields. In this example, the custom “Description” field on the Lead object can be mapped to a custom field on the Opportunity object. Then, a workflow field update can be used to update the standard “Description” field on opportunity records from the mapped custom field. This can also be achieved by using a record-triggered flow that can be triggered after the lead has been converted.

Question 2

What is true regarding the News feature? Choose 2

A.) News cannot be disabled once it is enabled
B.) News provides news articles about customers, partners, competitors, and industries
C.) News articles are displayed in the Insights component
D.) News can be displayed on accounts, contacts, leads and the Home page

Answer 2

B.) News provides news articles about customers, partners, competitors, and industries
D.) News can be displayed on accounts, contacts, leads and the Home page

News can be enabled or disabled in Account Settings. It provides news articles and is displayed on accounts, contacts, leads, opportunities, and the home page. News articles are displayed in the News component that should be added to the Account page layout.

Question 3

CosmicComputers is a company that was originally established in the US, but it sells products in several countries such as Australia, Canada, and France. The Chief Technology Officer of the company is considering the use of SFDC for storing products and their prices in different countries. Each product is sold at a different price in each country. However, the company would like to use only one currency to store prices in SFDC. Which of the following are required to allow the company to manage products and prices for multiple countries? Choose 2

A.) A custom list price for each product
B.) A custom list price for each product in each custom price book
C.) A custom price book for each country
D.) A custom price book for each product

Answer 3

B.) A custom list price for each product in each custom price book
C.) A custom price book for each country

In order to meet this requirement, a custom price book can be defined for each country where the company sells its products. A custom list price can be defined for each product in each custom price book. A single currency, such as USD, can be used to define the custom list price. Since multiple custom price books need to be defined, a custom list price must be created for each product and custom price book.

Question 4

Which of the following are features of the Opportunity workspace? Choose 3

A.) Update the Opportunity Amount and Close Date
B.) View the Sales Path for the Opportunity
C.) Create a unique set of sales stage for each opportunity
D.) Send an email related to the Opportunity
E.) Use the “Activity history” related list in the Activity Timeline view

Answer 4

A.) Update the Opportunity Amount and Close Date
B.) View the Sales Path for the Opportunity
D.) Send an email related to the Opportunity

The Opportunity Workspace includes the Sales Path section, opportunity fields, and related information such as Contact Roles and Notes. It also allows emails to be sent from the Activity Composer. The way the users work with activities on the record page can either be via the Related List view or the Activity Timeline view. If the Activity Timeline view is enabled, the Open Activities and Activity History related lists will not be visible.

Question 5

Cosmic Enterprises will be adding a new product that will be delivered once ordered but billed in quarterly installments for one year. How can this be reflected in SFDC? Choose 1

A.) Create a default quantity schedule for the products
B.) Create a default revenue schedule for the product
C.) Create both a default revenue and quantity schedule for the product
D.) Create a customizable schedule for the product

Answer 5

B.) Create a default revenue schedule for the product

As the product is delivered at one time but the revenue will be received in installments, a revenue schedule the defines the revenue amounts and number of installments should be created.

Question 6

Your company would like to send an email when prospects register their interest in your products using your Web-to-Lead form. Different emails should be sent based on the product of interest. If no product is selected, then a generic email should be sent. What do you need to consider when setting this up? Choose 1

A.) Creating multiple assignment rules could satisfy this requirement if the order is specified correctly
B.) It is not possible to send different emails as there can only be one auto-response rule
C.) Creating multiple response rule entries could satisfy this requirement
D.) As more than one email notification is required, workflow rules could be used

Answer 6

C.) Creating multiple response rule entries could satisfy this requirement

Although there can be only one auto-response rule active at one time, there can be multiple response rule entries, each with different criteria. SFDC will evaluate them in the order specified. Rules are processed in order and stop processing at the first time matching entry, and then emails are sent using the specified email template. If no response rules apply, the rules users the default template you specify on the Web-to-Case or Web-to-Settings page.

Question 7

An org wants to sell its products at different prices to different types of customers. How can this be set up? Choose 1

A.) Create multiple records in the standard price book for each product.
B.) The discount field on opportunity line item can be filled in for each customer
C.) A workflow can be used to update the opportunity line item price based on the customer type
D.) Create a price book for each customer

Answer 7

D.) Create a price book for each customer

Separate price books can be set up for different customer types. The price book can be selected when the Opportunity products are added. A workflow rule would not be the best solution as it would apply the update to all products.

Question 8

When converting a Lead, an admin can set up field mapping from the Lead fields to which objects? Choose 3

A.) Contact
B.) Account
C.) Case
D.) Opportunity

Answer 8

A.) Contact
B.) Account
D.) Opportunity

For custom Lead fields, your admin can specify how they map to custom Account, Contact, and Opportunity fields

Question 9

Larry Miller, a Sales Exec, is planning to attend a conference where he expects to meet various channel partners. How can an admin ensure that the Executive is able to access the latest news about his partners while en route to the conference? Choose 1

A.) Check any motes recorded against partners in the account record in the Salesforce mobile app
B.) Check the Partner Chatter group in the Salesforce mobile app
C.) Enable the News feature to allow the sales executive to view news related to partners in the Salesforce mobile app
D.) Do a Google search on each of the partners

Answer 9

C.) Enable the News feature to allow the sales executive to view news related to partners in the Salesforce mobile app

The News feature provides users with a customized list of timely, account-relevant news from US sources. This feature is available on accounts, contacts, leads, and the Hole Page in Lightning and Salesforce mobile app.

Question 10

For a new product launch, campaigns have been set up to track responses from the website, print advertisement, and direct marketing activities. How could the overall number and value of opportunities generated from the product launch be tracked? Choose 1

A.) Create a master-detail relationship between the campaigns and use roll-up summary fields to display the totals
B.) Create a trigger that calculates the number and value of opportunities related to the campaign and display on each campaign
C.) Create a report that totals the opportunities related to each campaign
D.) Create a campaign hierarchy linking the campaigns and view the campaign statistics on the parent campaign.

Answer 10

D.) Create a campaign hierarchy linking the campaigns and view the campaign statistics on the parent campaign.

Campaign hierarchy statistics show aggregate data for a parent campaign and all the campaigns below it in the hierarchy. The campaign statistic fields include Total Opportunities in Hierarchy and Total Value Opportunities in Hierarchy.

Question 11

The Director of Sales wants a report that shows the Opportunity pipeline for the current and next fiscal quarters. This report should be grouped by Sales Rep and Opportunity Stage. Which report format would be best to use to create this custom report? Choose 1

A.) Tabular Reports
B.) Matrix Report
C.) Summary Report
D.) Joined Report

Answer 11

B.) Matrix Report

A matrix report can be created and the “Stage” and “opportunity Owner” fields used in column and row grouping respectively. “Fiscal Period” can be used in either row or column grouping to show information by each fiscal quarter.

Question 12

When a lead is converted, the Sales Director of a company would like the standard “Description” field on the opportunity record to be filled by a custom “Description” field on the lead record. Which of the following represents a solution that can be used to meet this requirement? Choose 2

A.) Map the custom field on the Lead object to the standard field on the Opportunity object
B.) Define a formula field on the Opportunity object
C.) Create a flow using Flow Builder
D.) Map the custom field on the Lead object to a custom field on the Opportunity object and use workflow field update

Answer 12

C.) Create a flow using Flow Builder
D.) Map the custom field on the Lead object to a custom field on the Opportunity object and use workflow field update

Custom fields on the Lead object cannot be mapped to standard fields on the Opportunity object, but they can be mapped to other custom fields. In this example, the custom “Description” field on the Lead object can be mapped to a custom field on the Opportunity object. Then, a workflow field update can be used to update the standard “Description” field on opportunity records from the mapped custom field. This can also be achieved by using a record-triggered flow that can be triggered after the lead has been converted.

Question 13

Which of the following are steps related to setting up Web-to-Lead? Choose 3

A.) Map lead fields
B.) Create an assignment rule
C.) Create an auto-response Rule
D.) Create a new custom object
E.) Create a Web-to-Lead record type

Answer 13

A.) Map lead fields
B.) Create an assignment rule
C.) Create an auto-response Rule

If the Web-to-Lead form captures information that are not appropriate for standard SFDC fields, custom lead fields can be created. It can then be specified how these custom lead fields map to custom fields on the Account, Opportunity, and Contact objects during lead conversion. Auto-response rules can be set up for Web-to-Lead. An assignment rule can be created to assign web-generated leads to a user or a queue. The assignment rule needs to be active, otherwise the web-generated leads get assigned to the default Lead owner specified in Lead Settings.

Question 14

Sarah is the manager of a team of sales reps who collaborate on Opportunities. They are each awarded an appropriate share of the total sale on each Opportunity. Which of the following features should her company implement? Choose 2

A.) Opportunity Splits
B.) Opportunity Teams
C.) Opportunity Collaboration
D.) Opportunity Revenue Sharing

Answer 14

A.) Opportunity Splits
B.) Opportunity Teams

Opportunity Teams (Team Selling) allow defining a team that works together on opportunities. Opportunity Splits allow opportunity revenue to be split by percentage for each team member. team members must be in the Opportunity Team in order to add them to Opportunity Splits.

Question 15

Gary Smith, a top-performing sales rep, is likely to close a million-dollar opportunity with a high-value client. the rep wants to be well prepared for his upcoming meeting with the client. How can an admin empower him with the most up-to-date information while en route to the meeting? Choose 1

A.) Shortly before the scheduled meeting, send the sales rep an email alert with the most relevant and up-to-date information about the client from the client’s website, twitter account, and Google results
B.) Post the most relevant information about the client on Chatter and @mention the sales rep
C.) Create a Workflow rule to send customized outbound messages to the sales rep’s mobile device, based on the clients associated with upcoming calendar events
D.) Enable the News feature so that the sales rep can access the most relevant information related to the client

Answer 15

D.) Enable the News feature so that the sales rep can access the most relevant information related to the client

Question 16

How many standard price books can an org have? Choose 1

A.) 1
B.) 0
C.) 3
D.) 2

Answer 16

A.) 1

An org can have only 1 standard price book. However, it can have multiple custom price books

Question 17

Next Treks is using the Orders functionality in SFDC to track products purchased. One customer has requested to return products previously purchased as they are defective. How can this be tracked in SFDC? Choose 1

A.) Add a new order product to the existing order with a negative quantity
B.) Create a return order with one line item for the defective product
C.) Create a reduction order and add one order product with the original quantity
D.) Cancel the original order

Answer 17

C.) Create a reduction order and add one order product with the original quantity

Reduction orders allow tracking of product returns and relating the return to the original order. They can be enabled in “Order Settings” in Setup

Question 18

Which of the following are true regarding the Lead Conversion process? Choose 3

A.) If Person Accounts are enabled and the Company field does not have a value, a person account will be created
B.) An Opportunity is always created
C.) An Account is created if one with the same name is not found
D.) A Contact is created if one with the same name is not found
E.) Custom lead fields can be inserted into standard or custom Account, Contact, or Opportunity fields

Answer 18

A.) If Person Accounts are enabled and the Company field does not have a value, a person account will be created
C.) An Account is created if one with the same name is not found
D.) A Contact is created if one with the same name is not found

An account or Contact is created from lead conversion if there are no other records with the same name. Creating an Opportunity on Lead conversion is optional. Custom Lead fields can only be inserted into custom fields on the Account, Contact or Opportunity. If Person Accounts are enabled and a value is not entered into the Company field, the lead is converted to a person account.

Question 19

Garden Fresh Grocery is a SFDC CRM customer. Its employees would like to use just email service to conduct their company communications. To meet this request, the Operations Director is contemplating whether to take advantage of the External Email Services option in SFDC. What should the SFDC Consultant suggest to the owner from the following options? Choose 2

A.) Advise the Operations Director that he can choose any or all of the External Email Services, including Gmail, Microsoft 365, Outlook, Hotmail and Yahoo
B.) Advise the Operations Director that Lighting needs to be enabled to use the External Email Services option
C.) If the Operations DIrector opts to use any or all of the available External Email Services, SFDC will continue to support email bounce management functionality
D.) If an External Email Service is used, emails looks like they were sent from the users’ Gmail or Office 365 account, and the users can see the emails that were sent in their Gmail or Office 365 Sent Items folder

Answer 19

B.) Advise the Operations Director that Lighting needs to be enabled to use the External Email Services option
D.) If an External Email Service is used, emails looks like they were sent from the users’ Gmail or Office 365 account, and the users can see the emails that were sent in their Gmail or Office 365 Sent Items folder

The External Email Service functionality is only available in LIghtning. When used, emails look like they were sent from the users’ Gmail or Office 365 account. The emails that were sent can be seen in their Gmail or Office 365 Sent Items folder.

A user can choose only one between Gmail and Microsoft 365. Also, if an external email service is used, SFDC does not support email bounce management

Question 20

You would like all leads created via Web-to-Lead to be handled by the Contact Center Team. What can you set up to accomplish this? Choose 1

A.) Workflow Rule
B.) Lead Assignment Rule
C.) Auto Response Rule
D.) Business Process Rule

Answer 20

B.) Lead Assignment Rule

Assignment rules can route leads or cases to users or queues. A queue could be set up for the Contact Center team.

Question 21

Which Sales Cloud feature allows Sales Reps to view summary of their opportunities by Sales Stage? Choose 1

A.) Sales Path
B.) Opportunity Workspace
C.) Opportunity Kanban
D.) Opportunity Manager

Answer 21

C.) Opportunity Kanban

Question 22

Jim is an admin for Carly Automotive, a distributor of automotive spare parts. They have just launched a new line of truck parts. The sales process for these parts will be different from the process used for existing products. Managers also need to be able to view information related to the new opportunities on reports. What should Jim do to configure the opportunity object for this new product line? Choose 1

A.) Create a new picklist field for truck statuses
B.) Create a new record type on the opportunity object for truck parts
C.) Add the new trick part statuses to the existing sales process
D.) Create a new sales process and record type for truck parts

Answer 22

D.) Create a new sales process and record type for truck parts

Since the set of opportunity statuses for the trick part line is new or different to the set used in existing sales processes, a new sales process should be defined. This does not affect the existing sales process and allows the statuses that apply to each sales process to be viewed on the appropriate record types

Question 23

Which of the following are true regarding Web-to-Lead? Choose 3

A.) Data entered in the web form is validated before it is sent to SFDC
B.) Standard and custom fields which need to be captured online can be selected
C.) The default lead creator for web-generated leads can be specified
D.) There is a limit of 100 leads that can be captured per day
E.) Spam entries cannot be successfully mitigated

Answer 23

A.) Data entered in the web form is validated before it is sent to SFDC
B.) Standard and custom fields which need to be captured online can be selected
C.) The default lead creator for web-generated leads can be specified

SFDC runs validation rules before the data entered into the web form is submitted to SFDC. Assignment rules can be used to assign leads to different users. If assignment rules are not used or do not locate an owner, the lead will be assigned to the default lead creator.

The maximum number of leads that can be captured per day is 500. Using reCAPTCHA can reduce the number of spam entries that otherwise would have gone through

Question 24

Matt, a newly hired sales rep, wants to be able to create accounts quickly and auto-populate related fields on the record. Matt has requested the admin to grant him access to the feature that allows him to do that. How can the admin meet this requirement? Choose 1

A.) Deactivate the validation rules for the Account object
B.) Enable the “Automated Account Fields” feature to allow Matt to create account records quickly
C.) Add macros to the utility bar and have Matt create macros that would automatically add new account records
D.) Enable the “Account Auto Create” feature in the Account Settings in Setup

Answer 24

B.) Enable the “Automated Account Fields” feature to allow Matt to create account records quickly

Enabling the “Automated Account Fields” feature allows the display of US-based companies in the “Account Name” field as users enter information. Users can select a suggested company from the list, making it easier to create new business accounts. When a company is selected form the list, multiple fields are automatically filled.

Question 25

Global Finance has a B2B business model. The sales reps can provide a discount on their wide range of products depending on the customer. the Sales manager wants to control and approve the discount percentage every sales rep can offer. Which solution will help to achieve this with minimal customization? Choose 1

A.) Define an Approval process
B.) Email to case feature
C.) Sales rep can send an email to request approval
D.) Validation rule to approve the discount

Answer 25

A.) Define an Approval process

An approval process could be set up for the Quote object with entry criteria based on the discount percentage that requires approval

Question 26

Which objects can be used to create campaign members? Choose 3

A.) Contacts
B.) Leads
C.) Opportunities
D.) Business Accounts 
E.) Person Accounts

Answer 26

A.) Contacts
B.) Leads
E.) Person Accounts

Leads, Contacts and Person Accounts can be used to create campaign members.

Question 27

As a Sales Manager, John is finding that he is adding the same people to his opportunity team and is looking for a more efficient way of managing his opportunities. What is true regarding Opportunity Teams? Choose 2

A.) John can set up a default Opportunity Team in his personal settings
B.) The default Opportunity Team cannot be added in the Salesforce App
C.) If defined, a default Opportunity Team can be added with one click
D.) A default Opportunity Team can be defined on the role level

Answer 27

A.) John can set up a default Opportunity Team in his personal settings
C.) If defined, a default Opportunity Team can be added with one click

Each user can define a default Opportunity Team in their personal settings. The opportunity owner or someone above the owner in the hierarchy can add the opportunity owner’s default Opportunity team by clicking “Add Default Team” on the Opportunity Team related list in Lightning, classic or the Salesforce App.

Question 28

Which objects are Sales objects? Choose 1

A.) Leads, Contacts, Quotes, and Entitlements
B.) Leads, Campaigns, Opportunities, and Orders
C.) Leads, Opportunities, Forecasts, and Service Contract
D.) Accounts, Contacts, Opportunities, and Knowledge

Answer 28

B.) Leads, Campaigns, Opportunities, and Orders

Leads, Campaigns, Opportunities, and Orders are sales objects. Case, Entitlements, Service Contracts and Knowledge are support objects.

Question 29

As Leads are created in SFDC, they should be allocated on an equal basis to each member of the sales team. How can this be configured in SFDC? Choose 1

A.) Using standard assignment rules, custom fields, and formulas
B.) using a trigger, as this cannot be done declaratively
C.) using the standard auto-response rule functionality
D.) Using the standard assignment rules

Answer 29

A.) Using standard assignment rules, custom fields, and formulas

If an auto-number field is added to he Lead object, then another formula field can use a MOD function to use the auto-number value and return a value that sequences through the number of people in the sales team. With the auto number field and the MOD function, a standard Lead Assignment rule can then be created that automatically and equally allocates leads to sales team members or queues.

Question 30

Which two methods can be used together to reduce the time spent by sales reps on entering information, increasing their productivity in SFDC? Choose 2

A.) Create formula fields to auto-populate field values from related objects
B.) Create lookup relationship fields to other objects
C.) Define account hierarchies to organize accounts
D.) use field history tracking to track field values on objects

Answer 30

A.) Create formula fields to auto-populate field values from related objects
B.) Create lookup relationship fields to other objects

Account Hierarchy and Field History Tracking are features of SFDC, but they do not assist in reducing the time spent by users on entering information in SFDC. On the other hand, a lookup relationship field can be created to relate an object to another object in SFDC, which would allow the use of cross-object formulas in formula fields to automatically populate field values from the related object. When field values from related record are automatically populated, sales reps spend less time entering information about related records. A master-detail relationship can also be used for a cross-object formula

Question 31

The Campaign ROI Analysis Reports uses which of the following calculations to determine the ROI percentage for a Campaign? Choose 1

A.) Amount of Won Opportunities/Budgeted Cost
B.) Total Amount of Opportunities/Expected Revenue
C.) Amount of Won Opportunities/Average Cost
D.) (Amount of Won Opportunities minus Actual Cost)/Actual Cost

Answer 31

D.) (Amount of Won Opportunities minus Actual Cost)/Actual Cost

Campaign ROI is calculated as a percentage of the (amount of won opportunities minus the actual cost of the campaign)/actual cost of the campaign

Question 32

Your organization works mostly with individuals, and you want to track them as such in your Community without linking them to the Account. How can this be done? Choose 1

A.) Create an Account labeled [Individuals] and categorize all individual records under that Account
B.) All individuals in a Community must be linked to an Account
C.) Enable Person Accounts in your Community and leave the Account field blank when doing self-registration
D.) Individual Accounts are automatically enabled in SFDC Communities

Answer 32

C.) Enable Person Accounts in your Community and leave the Account field blank when doing self-registration

By enabling Person Accounts in your Community and leaving the Account field blank, SFDC created separate Person Accounts for each self-registering user

Question 33

Which of the following statements are true about sharing notes in Lightning? Choose 3

A.) Recipients can be prevented from sharing or unsharing the note
B.) A note can be sharing with users or groups
C.) The “Notes” related list can be used to share a note
D.) “Collaborator” access can be granted while sharing a note
E.) Recipients of a shared note can edit the note simultaneously

Answer 33

A.) Recipients can be prevented from sharing or unsharing the note
B.) A note can be sharing with users or groups
C.) The “Notes” related list can be used to share a note

In lightning, the notes related list can e accessed to share a note. Notes can be shared with users or groups. A setting can be selected to prevent the recipients from sharing or unsharing the note. Simultaneous editing is not supported for notes. When sharing a note in Lightning, it is only possible to provide “Viewer” access; there is no “Collaborator” access.

Question 34

Which of the following statements are true about accessing telephony features in SFDC using LIghtning Dialer? Choose 3

A.) It supports recording calls using an additional plugin
B.) It required a feature license in Lightning and Classic
C.) It is only available in LIghtning
D.) It supports incoming and outgoing calls
E.) Users can call by clicking on phone number fields

Answer 34

C.) It is only available in LIghtning
D.) It supports incoming and outgoing calls
E.) Users can call by clicking on phone number fields

Lightning Dialer allows making and receiving calls, adding call notes, and logging call information. Calls can be made with a single click from phone number fields, such as number on contacts, leads and list views. It is available in Lightning only. It also supports recording calls to allow sales reps to refer back to important conversations. Call recording does not require an additional plugin

Question 35

Which of the following cannot be created when a Lead is converted? Choose 1

A.) Opportunity
B.) Contact
C.) Case
D.) Account

Answer 35

C.) Case

A Lead can be converted to an Account and Contact. It can also optionally be converted to an Opportunity.

Question 36

Sales reps are grouped by different geographical regions. Each rep can handle any lead within their region. What should be implemented for this situation? Choose 1

A.) Set up workflow rules to assign leads to queues based on region
B.) Set up assignment rules to assign leads to queues based on region
C.)Set up workflow rules to assign leads to individuals based on region
D.) Set up assignment rules to assign leads to individuals based on region

Answer 36

B.) Set up assignment rules to assign leads to queues based on region

Since each sales rep can work on any lead within their region, the leads should be routed to queues using assignment rules.

Question 37

Which statement is true regarding Opportunity teams in LIghtning? Choose 1

A.) Only an admin can create Opportunity teams or add team members
B.) The opportunity owner or someone above the owner in the role hierarchy can add an Opportunity Team
C.) It is not possible to create Default Opportunity teams in LIghtning; a user must switch to Classic to do so
D.) Default Opportunity teams are defined in Profiles

Answer 37

B.) The opportunity owner or someone above the owner in the role hierarchy can add an Opportunity Team

In lightning, it is possible to create default Opp teams and add team members. The Opp owner or someone above the owner in the hierarchy can add the Opp owner’s default Opp team by clicking the “Add default Team” button on the Opp team related list. A user can define his/her default Opp team under My Personal Settings -> Advanced User Details

Question 38

What SFDC feature makes it easy for sales reps to follow your orgs sales process through visual assistance that provides guidance through each sales stage? choose 1

A.) Sales Path
B.) Flows for opportunities
C.) Workflow automation for opportunities
D.) SFDC App Sales chatter feed

Answer 38

A.) Sales Path

Sales Path shows the opp’s stage, the key fields to complete, and additional stage-relevant info, such as links to Chatter posts and files, tips for the stage, and policy notes. The opportunity auto updates to the next stage once the current stage is marked as complete.

Question 39

What is true regarding the Path feature in SFDC? Choose 2

A.) Path can be used in a number of objects including leads, opportunities, quotes, contacts, orders, and custom objects
B.) Path is available for Lightning and the Salesforce App
C.) Only Required Fields can be defined for each step of the process
D.) Only one Path can be defined for an object

Answer 39

A.) Path can be used in a number of objects including leads, opportunities, quotes, contacts, orders, and custom objects
B.) Path is available for Lightning and the Salesforce App

The Path feature is available in Lightning and the Salesforce App. It can be used in a number of objects including leads, opportunities, quotes, contracts, orders and custom objects in LIghtning, and it can be defined per record type. Key fields can be defined for each step, but they do not have to be required.

Question 40

When a prospect completes the Web-to-Lead form, an email needs to be automatically sent to the prospect to thank them for their interest, and also send an email to the Sales Manager to alter them about the new lead. How can this be set up? Choose 1

A.) Create a workflow rule with two email alerts
B.) Create an auto-response rule with the To address set to the person that submitted the lead form and the CC address set to the Sales Manager
C.) Create an auto-response rule with two response rule entries
D.) Create an auto-response rule and a workflow rule with an email alert

Answer 40

D.) Create an auto-response rule and a workflow rule with an email alert

Auto-response rules are designed to provide an intial response (one email) to the person who creted a case or submitted a Web-to-Lead form based on the first auto-response rule entry criterial that matches. With workflow rule email alerts, the recipients are typically users in the SFDC org or existing email addresses in the records, such as the sales manager

Question 41

Robby has added a lead to SFDC and has now found that the company the lead works for already exists in the systems. How can Robby create a contact from the information captured in the lead? Choose 1

A.) Convert the lead using the Convert button, fields from the lead will be automatically mapped to the contact record
B.) Create a contact with formula fields to fetch the lead information
C.) Create a workflow rule to create a contact
D.) Rune a lead reports and use the information in the report to create the contact

Answer 41

A.) Convert the lead using the Convert button, fields from the lead will be automatically mapped to the contact record

When converting a lead, a contact is created and can be associated with an existing account, or a new Account can be created. SFDC checks if any existing accounts share the same name as the company name specified on the lead, and displays possible matches for selection.

Question 42

How many leads can be created in a day? Choose 1

A.) 365 leads
B.) 100 leads
C.) Unlimited
D.) 500 leads
E.) 2,000 leads

Answer 42

D.) 500 leads