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Salesforce 2nd > Salesforce 2nd > Flashcards

Salesforce 2nd Flashcards

1
Q

An Administrator needs to create a sales process for a new product.
What are three considerations for this process?
Choose 3 answers
A. All pick list values on the page layout must be added to the Master pick list Value List or be active values.
B. The record types page layout is assigned to users through their profile assignments.
C. An opportunity record type will need to be created and assigned to the sales process.
D. Adding a new value to the record type master pick list value list adds the value to all existing record type pick lists.
E. The record type name assignment becomes permanent upon save of a new record type.

A

An Administrator needs to create a sales process for a new product.
What are three considerations for this process?
Choose 3 answers

A. All pick list values on the page layout must be added to the Master pick list Value List or be active values.
B. The record types page layout is assigned to users through their profile assignments.
D. Adding a new value to the record type master pick list value list adds the value to all existing record type pick lists.

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2
Q

An administrator is creating a new user.
Which two aspects should be considered when creating the username?
Choose 2 answers
A. Username is added to the Active user log.
B. Username is in the format of an Email Address.
C. Username is Identical to the Users email address
D. Username is unique across all salesforce Orgs.

A

An administrator is creating a new user.
Which two aspects should be considered when creating the username?
Choose 2 answers

B. Username is in the format of an Email Address.
D. Username is unique across all salesforce Orgs.

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3
Q

UC has just acquired a new company whose sales team has a unique sales process with stages that are different than currently set up in salesforce. To make sure te acquisition runs smoothly, the executive team does not want the new sales team to have to change their process at all.
What should the Administrator do to incorporate the new Sales teams process
A. Create new values for the opportunity stage field and create a new Sales process assigned to a custom record type for the new sales team.
B. Create a record type and page layout for the new Sales team and a custom field for the new stages.
C. Create new values for the Opportunity stage field and use field level security to control which teams see which fields.
D. Create new values for the Opportunity stage field and order them so that the new sales teams values are at the bottom of the pick list.

A

UC has just acquired a new company whose sales team has a unique sales process with stages that are different than currently set up in salesforce. To make sure te acquisition runs smoothly, the executive team does not want the new sales team to have to change their process at all.
What should the Administrator do to incorporate the new Sales teams process

A. Create new values for the opportunity stage field and create a new Sales process assigned to a custom record type for the new sales team.

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4
Q

UC has just restricted its sales Department. Records that the sales manager expects to see are not showing up in the new opportunity report
Which three questions should the Administrator ask to troubleshoot this issue?
A. Are records still being shared with the sales manager?
B. Do owners of all records have Roles and correct Territory Assignments?
C. Did the sales manager start from a copy or clone of an existing report?
D. Have the owners of the records been frozen?
E. Do the records the sales manager expects to see match the filter criteria?

A

UC has just restricted its sales Department. Records that the sales manager expects to see are not showing up in the new opportunity report
Which three questions should the Administrator ask to troubleshoot this issue?

A. Are records still being shared with the sales manager?
B. Do owners of all records have Roles and correct Territory Assignments?
E. Do the reocords the sales manager expects to see match the filter criteria?

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5
Q

The administrator at UC will create a custom field to track a specific Tier 2 support user on a case record.
Which data type should be used when creating this custom field?
A. Lookup filter
B. Formula
C. Lookup relationship
D. Hierarchical relationship.

A

The administrator at UC will create a custom field to track a specific Tier 2 support user on a case record.
Which data type should be used when creating this custom field?

C. Lookup relationship

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6
Q

Sales representatives at UC often schedule in person meetings at customer offices. Management wants to track activities for this meeting category to clearly display customer office meetings in the Account, Contact, or Opportunity page layouts as well as adding this data to reports.
Which method schold a system administrator use to solve this business request?
A. Have the user manually enter the meeting details in the Description field on Accounts,Contacts, and Opportunities.
B. Add a new value to the Type field on Tasks used for Accounts Contacts and Opportunities.
C. Add a new value to the Type field on Accounts, Contacts and Opportunities.
D.Have the user manually enter the meeting details in the Account Comments.

A

Sales representatives at UC often schedule in person meetings at customer offices. Management wants to track activities for this meeting category to clearly display customer office meetings in the Account, Contact, or Opportunity page layouts as well as adding this data to reports.
Which method schold a system administrator use to solve this business request?

B. Add a new value to the Type field on Tasks used for Accounts Contacts and Opportunities.

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7
Q

Users can not save email templates in the Unfiled public email templates folder.
How could a system administrator allow users to save emails to this folder?
A. Go to the profile of each user and check the box for manage public Templates.
B. Go to the email templates and manually share each with the specific users.
C. Go to the user record and check the box for Manage public templates.
D. Go to the email templates and manually share each with the profile of the specific users.

A

Users can not save email templates in the Unfiled public email templates folder.
How could a system administrator allow users to save emails to this folder?

A. Go to the profile of each user and check the box for manage public Templates.

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8
Q 
Where can a system administrator assign a page layout?
Choose 2 answers
A. Role
B. Profile
C. App
D. Record Type
A

Where can a system administrator assign a page layout?
Choose 2 answers

B. Profile
D. Record Type

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9
Q

UC uses Accounts in its sales process but only some users have access to them. New users require Read access to Accounts. Two of the new users require Edit access as well.
How should an Administrator configure access for the new users?
A. Create a permission set to grant Account edit access to specific users and modify the standard user profile
B. Create a sharing rule for Account view access and another sharing rule for edit access to specific users
C. Create a profile to grant account view access and a permission set to grant Account edit access to specific users
D. Create a profile to grant Account edit access and a permission set to restrict read access to specific users.

A

UC uses Accounts in its sales process but only some users have access to them. New users require Read access to Accounts. Two of the new users require Edit access as well.
How should an Administrator configure access for the new users?

C. Create a profile to grant account view access and a permission set to grant Account edit access to specific users

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10
Q

A sales manager wants all sales users in the department to see a Dashboard that displays total closed/Won Opportunity Amount by user on a monthly basis. The Opportunity sharing model is private.
How can the Administrator meet this requirement?
A. Create the Dashboard from the Opportunities by user report then save it in the shared Dashboard folder as a Dynamic Dashboard.
B. Ask 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.
C. Create the Dashboard from the Opportunities by User Report, select the Sales Manager as RunAs user and Save in the private Dashboard Folder.
D. Ask the sales Manager to create the Dashboard from the Opportunities by User Report and save it to her private Dashboards folder.

A

A sales manager wants all sales users in the department to see a Dashboard that displays total closed/Won Opportunity Amount by user on a monthly basis. The Opportunity sharing model is private.
How can the Administrator meet this requirement?

A. Create the Dashboard from the Opportunities by user report then save it in the shared Dashboard folder as a Dynamic Dashboard.

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11
Q

UC has a web to case form on its Lightning customer community. UC wants to separate cases into the following product categories. Corrugated paper, Plastic, fiberboard and metal. UC has added a picklist field to store this data.
How can the case be automatically placed in the correct queue upon submission?
A. Create record types for each picklist value and a Business Process to move each case to the correct queue.
B. Create Assignment rules based on the picklist values to move cases to a Queue.
C. Create an escalation rule entry for each piclist value and set to zero minutes.
D. Create Record types for each piclist value and assign to each product team profile.

A

UC has a web to case form on its Lightning customer community. UC wants to separate cases into the following product categories. Corrugated paper, Plastic, fiberboard and metal. UC has added a picklist field to store this data.
How can the case be automatically placed in the correct queue upon submission?

B. Create Assignment rules based on the picklist values to move cases to a Queue.

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12
Q

What happens if some records do not meet the data validation criteria when importing data?
A. Importing process ignores the data validation criteria
B. Import process requires user authorization to import the invalid records
C. Import process fails only for the records with invalid data
D. Import process aborts when it encounters the first invalid record.

A

What happens if some records do not meet the data validation criteria when importing data?

C. Import process fails only for the records with invalid data

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13
Q

UC has a marketing team setup as a public group A sales representative would like to engage the marketing team on one opportunity
what should the sales representative do to ensure the marketing team can access the opportunity?
A. Manually share the record with the public group.
B. Add the public group to the opportunity team.
C. Change the opportunity owner to the public group.
D. Add the public group to an opportunity queue.

A

UC has a marketing team setup as a public group A sales representative would like to engage the marketing team on one opportunity
what should the sales representative do to ensure the marketing team can access the opportunity?

A. Manually share the record with the public group.

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14
Q

A System administrator has set up a new user.
How long does the user have to activate the account before the email link expires by default?
A. 7 Days
B.5 Days
C. 30 Days
D. 10 Days

A

A System administrator has set up a new user.
How long does the user have to activate the account before the email link expires by default?

A. 7 Days

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15
Q

Marketing wants to brand the salesforce mobile app to match UC approved company colors and graphics.
Which set of salesforce mobile app branding options is available to the Administrator?
A. Brand color, loading page color, and Loading page logo
B. Individual page colors and multiple loading page logos
C. Tab colors Action colors and loading page logo
D. Loading page color Action colors, and Loading page Logo.

A

Marketing wants to brand the salesforce mobile app to match UC approved company colors and graphics.
Which set of salesforce mobile app branding options is available to the Administrator?

A. Brand color, loading page color, and Loading page logo

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16
Q

What working an opportunities sales representatives at UC need to understand how their peers have successfully managed other Opportunities with comparable products competing against the same competitors.
Which two features should an administrator use to facilitate this?
A Big deal alerts
B. Opportunity Dashboard
C. Opportunity update reminders
D. Chatter groups

A

What working an opportunities sales representatives at UC need to understand how their peers have successfully managed other Opportunities with comparable products competing against the same competitors.
Which two features should an administrator use to facilitate this?

B. Opportunity Dashboard
D. Chatter groups

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17
Q

An opportunity record with a close date of july 30 meets the criteria of a time dependent workflow rule. The time dependent action is scheduled for july 23
What happens if the opportunity is edited before july 23 and no longer meets the criteria?
A. The time dependent action is automatically removed from the queue.
B. The time dependent action will execute on july 23.
C. The time dependent action will execute on july 30.
D. The time dependent action is put on hold.

A

An opportunity record with a close date of july 30 meets the criteria of a time dependent workflow rule. The time dependent action is scheduled for july 23
What happens if the opportunity is edited before july 23 and no longer meets the criteria?

A. The time dependent action is automatically removed from the queue.

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18
Q

What will happen when a user attempts to log into salesforce from an IP address that is outside the login IP range on the users profile but within the organization wide trusted IP range?
A. The user will be able to log in without activating the computer.
B. The user will be able to log in after answering a security question.
C. The user will not be able to log in at all.
D. The user will be able to log in after the computer is activated

A

What will happen when a user attempts to log into salesforce from an IP address that is outside the login IP range on the users profile but within the organization wide trusted IP range?

C. The user will not be able to log in at all.

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19
Q

What are two considerations when configuring the lead conversion process?
Choose 2 answers
A. Role up summary lead fields can be mapped to custom contact fields
B. Custom lead fields can be mapped to account, contact, and opportunity fields
C. Custom lead fields can be mapped to custom object fields
D. Standard lead fields are automatically converted to account, contact and opportunity fields.

A

What are two considerations when configuring the lead conversion process?
Choose 2 answers

B. Custom lead fields can be mapped to account, contact, and opportunity fields
D. Standard lead fields are automatically converted to account, contact and opportunity fields.

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20
Q

The warehouse manager has received a new product line of containers.Management wants a spreadsheet of new products and a separate spreadsheet of pricebooks loaded into salesforce.
Which salesforce data tool should the System Administrator use to meet this request?
A. Data Import Wizard
B. Mass Create records
C. Data Loader
D. Mass Transfer records

A

The warehouse manager has received a new product line of containers.Management wants a spreadsheet of new products and a separate spreadsheet of pricebooks loaded into salesforce.
Which salesforce data tool should the System Administrator use to meet this request?

C. Data Loader

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21
Q

UC has a small group of users on Lightning Experience. Selected report folders are shared with these users.
How can the System Administrator prevent these users from customizing the information in the reports?
A. lock report filters
B. User custom report types
C. Modify field level security
D. Run the report as a specified user.

A

UC has a small group of users on Lightning Experience. Selected report folders are shared with these users.
How can the System Administrator prevent these users from customizing the information in the reports?

A. lock report filters

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22
Q

Users in separate departments are able to see and edit different fields on Opportunities. The sales team can edit all fields on the Opportunity while the support team has read only access to these fields.
Where is field level security controlled for users on these teams?
A. Sharing Rules
B. Role
C. Profile
D. Public Groups

A

Users in separate departments are able to see and edit different fields on Opportunities. The sales team can edit all fields on the Opportunity while the support team has read only access to these fields.
Where is field level security controlled for users on these teams?

C. Profile

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23
Q

Which set of small and large data backup method are available in native salesforce?
A. Mass exports weekly Data export service and Data Loader Exports.
B. Report exports weekly data export service and data loader exports
C. Dashboard exports report exports and weekly data export service.
D. Mass export wizard, weekly Data Export Service and Data Loader Exports.

A

Which set of small and large data backup method are available in native salesforce?

B. Report exports weekly data export service and data loader exports

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24
Q

What are two capabilities of the content delivery feature of Salesforce Content?
Choose 2 answers
A. Associate the content delivery with a Salesforce record.
B. Password protect content deliveries that contain sensitive data.
C. Customize the URL assigned to the content delivery.
D. Encrypt certain content delivery files

A

What are two capabilities of the content delivery feature of Salesforce Content?
Choose 2 answers

B. Password protect content deliveries that contain sensitive data.
C. Customize the URL assigned to the content delivery.

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25
Q 
Which setting on a profile makes a tab not accesible on the All Tabs page or visible in any app. but still alows a user to view records that would normally be found user this tab?
A. App permissions
B. Object permissions
C. Tab settings
D. Org wide defaults
A

Which setting on a profile makes a tab not accesible on the All Tabs page or visible in any app. but still alows a user to view records that would normally be found user this tab?

C. Tab settings

26
Q

UC wants to decrease call volume for the support team by creating a self service community that will host published articles with FAQ information and provide a chat with support reps.
Which two features meet these requirements?
Choose 2 answers
A. Knowledge
B. Live agent
C. Content
D. SOS

A

UC wants to decrease call volume for the support team by creating a self service community that will host published articles with FAQ information and provide a chat with support reps.
Which two features meet these requirements?
Choose 2 answers

A. Knowledge
B. Live agent

27
Q 
Which three can be modified on standard object fields?
Choose 3 answers
A. Field type
B. Label
C. Help text
D. Default text
E. Picklist values
A

Which three can be modified on standard object fields?
Choose 3 answers

C. Help text
D. Default text
E. Picklist values

28
Q 
UC wants support agents skilled in a particular product line to own cases directly after customers log them from an automated channel.
Which feature meets this requirements?
A. Workflow field update
B. Case escalation rules
C. Assignment Rule
D. Case Team Routing
A

UC wants support agents skilled in a particular product line to own cases directly after customers log them from an automated channel.
Which feature meets this requirements?

D. Case Team Routing

29
Q

UC wants to customize basic salesforce reports using Lightning experience.
In which two ways can reports be customised?
choose 2 answers
A. Add a chart
B. Add a lightning component.
C. Add links to external pages
D. Add a filter.

A

UC wants to customize basic salesforce reports using Lightning experience.
In which two ways can reports be customised?
choose 2 answers

A. Add a chart
D. Add a filter.

30
Q 
Sales reps are supposed to create a record on a child object of opportunities called survey request when an Opportunity is moved to closed won. The VP of sales Operation has indicated that this doesn't always happen or the rep doesn't populate all fields correctly. The system administrator has been asked to remove permissions from sales to create these records and automate record creation.
Which tool should be used?
A. Approvals
B. Visual flow
C. Process Builder
D. Workflow
A

Sales reps are supposed to create a record on a child object of opportunities called survey request when an Opportunity is moved to closed won. The VP of sales Operation has indicated that this doesn’t always happen or the rep doesn’t populate all fields correctly. The system administrator has been asked to remove permissions from sales to create these records and automate record creation.
Which tool should be used?

B. Visual flow

31
Q

A system Administrator at UC created a new account record type. However, sales users are unable to select the new record type when creating new account records.
What are two possible reasons for this?
Choose 2 answers
A. The record type has not been set as the default record type.
B. The record type has not been added to the sales user profile.
C. The record type does not have an associated page layout.
D. The record type has not been activated.

A

A system Administrator at UC created a new account record type. However, sales users are unable to select the new record type when creating new account records.
What are two possible reasons for this?
Choose 2 answers

B. The record type has not been added to the sales user profile.
D. The record type has not been activated.

32
Q

Users are trying to create Opportunities and are receiving errors when populating a custom picklist field. When users select either of the two values in the pic-list, they receive different error messages above the field and are not able to save the Opportunities.
What is the likely cause of the error?
A. The users dont have access to the Large enterprise record type.
B. The two picklist values are unavailable to the record type.
C. The users dont have access to the picklist field.
D. There are contradicting validation rules on the picklist field.

A

Users are trying to create Opportunities and are receiving errors when populating a custom picklist field. When users select either of the two values in the pic-list, they receive different error messages above the field and are not able to save the Opportunities.
What is the likely cause of the error?

D. There are contradicting validation rules on the picklist field.

33
Q

How can a new system administrator quickly provide access to adoption reports and dashboards for managers?
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

How can a new system administrator quickly provide access to adoption reports and dashboards for managers?

A. Search the appexchange for free adoption report apps.

34
Q 
The service Department at UC wants its agents to capture and display different information on Case records based on whether customers are calling in with a complaint, question or product suggestion.
Which three features should the System Administrator use to fulfill this requirement?
Choose 3 answers
A. Page layouts
B. Field level security
C. Record types
D. Support processes
E. Permission sets
A

The service Department at UC wants its agents to capture and display different information on Case records based on whether customers are calling in with a complaint, question or product suggestion.
Which three features should the System Administrator use to fulfill this requirement?

A. Page layouts
C. Record types
D. Support processes

35
Q 
A lightning for Outlook layout can be assigned to which two options?
A. Team
B. Profile
C. Role
D. User
A

A lightning for Outlook layout can be assigned to which two options?

B. Profile
D. User

36
Q

The sales team at UC wants an easy solution to gather customer requirements and share presentation with their customers.
Which two actions should an administrator take to help the sales team achieve this goal?
choose 2 answers
A. Create opportunity teams for customers.
B. Add customers to libraries.
C. Use chatter files to share presentations
D. Add customers to private chatter groups

A

The sales team at UC wants an easy solution to gather customer requirements and share presentation with their customers.
Which two actions should an administrator take to help the sales team achieve this goal?
choose 2 answers

C. Use chatter files to share presentations
D. Add customers to private chatter groups

Review

37
Q 
UC tracks both customer issues and user issues.
A customer issue can be logged as
* New
* Working
* Closed
A user issue can be logged as:
* New
* Waiting for reply
* Closed
Which features should a system administrator use to track both case types?
A. Support processes and record types
B. Automated case users and workflows
C. Record types and page layouts
D. Process builder and page layouts
A 
UC tracks both customer issues and user issues.
A customer issue can be logged as
* New
* Working
* Closed
A user issue can be logged as:
* New
* Waiting for reply
* Closed
Which features should a system administrator use to track both case types?

A. Support processes and record types

38
Q

UC has public read/Write Organization wide default (OWD) sharing for Accounts. Company leadership has decided that marketing should never modify an Account record.
What should the system administrator do to restrict these users?
A. Remove edit access on Accounts from the custom Marketing profile.
B. Assign a permission set to Marketing users which removes edit permission.
C. Separate the marketing role hierarchy from the sales role hierarchy
D. Change organization wide default sharing to public read only

A

UC has public read/Write Organization wide default (OWD) sharing for Accounts. Company leadership has decided that marketing should never modify an Account record.
What should the system administrator do to restrict these users?

A. Remove edit access on Accounts from the custom Marketing profile.

39
Q

A time dependent action is placed in the workflow queue when the record is created.
Which two scenarios will cause the action to be removed from the queue?
Choose 2 answers
A. When the record no longer matches the rule criteria
B. When the action is deleted from the workflow queue
C. When a validation rule is triggered for the record
D. When another record triggers the same workflow rule.

A

A time dependent action is placed in the workflow queue when the record is created.
Which two scenarios will cause the action to be removed from the queue?
Choose 2 answers

A. When the record no longer matches the rule criteria
B. When the action is deleted from the workflow queue

40
Q

All salesforce users at universal containers are using the predefined actions. Several new actions have been created for different departments and are waiting to be assigned to the users in these departments.
Where does a system Administrator override the predefined actions, create a new customised sets of actions and assign the new customised action layout?
A. Permission sets
B. Publisher layouts
C. Global Actions
D. Record types

A

All salesforce users at universal containers are using the predefined actions. Several new actions have been created for different departments and are waiting to be assigned to the users in these departments.
Where does a system Administrator override the predefined actions, create a new customised sets of actions and assign the new customised action layout?

C. Global Actions

41
Q 
Which two dashboard components are pupulated with data from the grand total of a custom report?
Choose 2 answers
A. Metric
B. Gauge
C.Table
D. Chart
A

Which two dashboard components are pupulated with data from the grand total of a custom report?
Choose 2 answers

A. Metric
B. Gauge

42
Q

UC has decided to offer a partner its products at a discounted rate applied to all opportunities.
What should the administrator do to make sure that the appropriate prices are applied to products on opportunities for this partner?
A Create a new discount reocord type on the products object.
B. Create a new list price on the standard price Book.
C. Create a custom price book with the discounted list prices.
D. Create a custom object for the discounted products

A

UC has decided to offer a partner its products at a discounted rate applied to all opportunities.
What should the administrator do to make sure that the appropriate prices are applied to products on opportunities for this partner?

C. Create a custom price book with the discounted list prices.

43
Q 
To ensure compliance with a platinum service level agreement, cases that remain in the tier 2 queue for more than four hours must be re assigned to the tier 3 queue.
Which feature meets this requirements?
A Case Assignment rule
B. Case comments
C. Auto response rule
D. Case escalation rule
A

To ensure compliance with a platinum service level agreement, cases that remain in the tier 2 queue for more than four hours must be re assigned to the tier 3 queue.
Which feature meets this requirements?

D. Case escalation rule

44
Q

UC has created a new custom object called regulations that is a child of the Account object. All users want to view regulations when viewing Accounts with the sales Account page Layout.
How should a salesforce Administrator provide access to regulations on the Sales Account page layout?
A. Add a new related list for regulations to the sales Account page layout.
B. Add a new section for regulations to the sales account page layout.
C. Add a new custom link for regulations to the sales Account page layout.
D. Add a new action for regulations to the sales Account page layout.

A

UC has created a new custom object called regulations that is a child of the Account object. All users want to view regulations when viewing Accounts with the sales Account page Layout.
How should a salesforce Administrator provide access to regulations on the Sales Account page layout?

A. Add a new related list for regulations to the sales Account page layout.

45
Q

A Salesforce Administrator is creating a new user.
What should the administrator consider when selecting the username?
A. It must look like an email address and be unique to the organization.
B. It must be alphanumeric and unique to the organization.
C. It must look like an email address and be unique across all Salesforce organizations.
D. It must be alphanumeric and be unique across all salesforce organizations

A

A Salesforce Administrator is creating a new user.
What should the administrator consider when selecting the username?

C. It must look like an email address and be unique across all Salesforce organizations.

46
Q 
Campaign member can be associated with which two objects?
Choose 2 answers
A. Account
B. Opportunity
C. Lead
D. Contact
A

Campaign member can be associated with which two objects?
Choose 2 answers

C. Lead
D. Contact

Review

47
Q

Marketing has requested that the system administrator that the system administartor update contacts with a spreadsheet of email addresses obtained from the company website.
Which set of fields are rquired to update the contact with the new email address using the Data Import Wizard?
A. Account Name and contact Name
B. Account ID and contact ID
C. Account ID and User ID
D. Account ID and Contact Email Address

A

Marketing has requested that the system administrator that the system administartor update contacts with a spreadsheet of email addresses obtained from the company website.
Which set of fields are rquired to update the contact with the new email address using the Data Import Wizard?

B. Account ID and contact ID

48
Q

As part of a Salesforce stakeholder meeting, the CTO of UC asks the system administrator to provide information for total salesforce licenses, Used Licenses, and the remaining Salesforce licenses.
Where would a system administrator find this information?
A. Critical updates
B. Users
C. Company Information
D. Profiles

A

As part of a Salesforce stakeholder meeting, the CTO of UC asks the system administrator to provide information for total salesforce licenses, Used Licenses, and the remaining Salesforce licenses.
Where would a system administrator find this information?

C. Company Information

49
Q

What should an administrator consider when setting up case feed?
A. Case feed replaces the standard case detail page by default
B. Chatter feed tracking must be enabled for the case object.
Case feel requires the service cloud user feature license
D. The use case feed permission is automatically active for all profiles.

A

What should an administrator consider when setting up case feed?

B. Chatter feed tracking must be enabled for the case object.

Review

50
Q

Under which three conditions should a validation rule be used to prevent invalid data?
Choose 3 answers
A. When records are submitted using web to lead.
B. When records are deleted by a user.
C. When records are edited and saved by a user.
D. When records are imported
E. When records are updated by a workflow rule.

A

Under which three conditions should a validation rule be used to prevent invalid data?
Choose 3 answers

C. When records are edited and saved by a user.
D. When records are imported
E. When records are updated by a workflow rule.

51
Q

The VP of sales is using collaborative forecasting to track sales rep quote attainment. The VP wants to be notified when sales reps move the opportunity stage backward in the sales process.
Which feature should the system Administrator use?
A. Validation rule
B. Field History tracking report
C. Workflow rule
D. Big Deal Alert

A

The VP of sales is using collaborative forecasting to track sales rep quote attainment. The VP wants to be notified when sales reps move the opportunity stage backward in the sales process.
Which feature should the system Administrator use?

C. Workflow rule

52
Q

Sales representatives use a custom report type for Account reports. New fields have been created on the Account object.
What should a system Administrator do to report on the newly created fields?
A. Create a new account report and add the new fields from the report Builder.
B. From the custom report type, edit layout, then add the new fields to the report.
C. From the custom report type, edit object relationships then add the new fields to the report.
D. Create a new account report folder, go to share and then add the new fields.

A

Sales representatives use a custom report type for Account reports. New fields have been created on the Account object.
What should a system Administrator do to report on the newly created fields?

B. From the custom report type, edit layout, then add the new fields to the report.

53
Q

High priority accounts at UC have an assigned District Manager, sales representative, Inside sales Representative, and Customer service representative. Management wants to prevent these accounts from being contacted accidentally multiple times on the same day, and they want to report on the various customer interactions.
How shold the Administrator meet these reqirements?
A. Post customer interactions in chatter on the Account.
B. Log a separate Task, call or activity on the Account.
C. Type comments into the Notes section on the Account.
D. Log a case on the Account.

A

High priority accounts at UC have an assigned District Manager, sales representative, Inside sales Representative, and Customer service representative. Management wants to prevent these accounts from being contacted accidentally multiple times on the same day, and they want to report on the various customer interactions.
How shold the Administrator meet these reqirements?

B. Log a separate Task, call or activity on the Account.

54
Q

Previous UC sales representatives worked on approximately 200 Accounts with billing addresses in new york. These sales representatives need to retain viewing and editing access to these accounts for 1-3 months.
How can a system administrator easily provide view and edit access to these users for the 200 accounts?
A. create a new profile for these users with criteria based on biling state equeals new york.
B. create a new account sharing rule for the sales representative profile with criteria based on billing state equals new york.
C. Create a new Account sharing rule for these users with criteria based on Billing state equals New York.
D. Create a new Account folder for thee users with criteria based on Billing state equals New York

A

Previous UC sales representatives worked on approximately 200 Accounts with billing addresses in new york. These sales representatives need to retain viewing and editing access to these accounts for 1-3 months.
How can a system administrator easily provide view and edit access to these users for the 200 accounts?

C. Create a new Account sharing rule for these users with criteria based on Billing state equals New York.

55
Q

What describes the capabilities of salesforce knowledge?
A. An automated tool that closes cases based on historical information
B. An automated AI tool that converts Leads to Opportunities given a predefined set of conditions.
C. A knowledge base composed of articles that can be written and used by support agents
D. A knowledge base that uses AI to generate an article to solve customer support issues.

A

What describes the capabilities of salesforce knowledge?

C. A knowledge base composed of articles that can be written and used by support agents

56
Q

What are two good use cases for a Salesforce approval process?
Choose 2 answers
A. A sales process where the approval manager is randomly assigned from a public group of managers and a second approval by the sales VP.
B. A sales process where the first level approval can be denied and automatically routed to the sales VP for final approval.
C. A sales proces that involves approvals for all opportunities by a sales VP where a sales VP is allowed to delegate their approval to someone else.
D. A sales process that involves approval to a queue member for all opportunities and an additional approval by a sales VP for opportunities over a certain amount.

A

What are two good use cases for a Salesforce approval process?
Choose 2 answers

C. A sales proces that involves approvals for all opportunities by a sales VP where a sales VP is allowed to delegate their approval to someone else.
D. A sales process that involves approval to a queue member for all opportunities and an additional approval by a sales VP for opportunities over a certain amount.

57
Q

What does campaign influence allow a user to do?
A. View the entire campaign hierarchy.
B. Summarize campaign member statistics on a campaign
C. Report on the campaigns that have contributed to an opportunity.
D. Adjust the percentage of influence each campaign has on an Opportunity.

A

What does campaign influence allow a user to do?

D. Adjust the percentage of influence each campaign has on an Opportunity.

58
Q

How can an administrator capture custom lead data on the converted contact when converting a lead?
A.Use the lead conversion wizard to select the fields.
B. Map custom lead fields to standard contact fields.
C. Map custom lead fields to custom contract fields.
D. Use the data loader to move the custom lead data.

A

How can an administrator capture custom lead data on the converted contact when converting a lead?
C. Map custom lead fields to custom contract fields.

59
Q

UC is onboarding ten new employees in two weeks.
Which two methods should a system administrator use to create user records in salesforce without activating them?
Choose 2 answers
A. Create them with the user Import Wizard and ensure that Active is unchecked.
B, Create a .csv file ensuring that isActive= false, and use the data loader to insert.
C. Schedule a Time-Dependent workflow to create users in two weeks.
D. Click add Multiple Users and ensure that Generate New password and Notify user Immediately are unchecked.

A

UC is onboarding ten new employees in two weeks.
Which two methods should a system administrator use to create user records in salesforce without activating them?
Choose 2 answers

B, Create a .csv file ensuring that isActive= false, and use the data loader to insert.
D. Click add Multiple Users and ensure that Generate New password and Notify user Immediately are unchecked.

Review

60
Q

UC is having a quality control problem with one of its product lines.
Which standard object can be used to track the extent of the problem?
A. Account
B. Opportunity
C. Case
D. Product

A

UC is having a quality control problem with one of its product lines.
Which standard object can be used to track the extent of the problem?

C. Case

61
Q

All Salesforce users at universal containers are using the predefined actions. Several new actions have been created for different departments and are waiting to be assigned to the users in these departments.
Where does a System Administrator override the predefined actions, create a new customised sets of actions, and assign the new customised action layout?

A. Permission sets
B. Publisher Layouts
C. Global Actions
D. Record Types

A

All Salesforce users at universal containers are using the predefined actions. Several new actions have been created for different departments and are waiting to be assigned to the users in these departments.
Where does a System Administrator override the predefined actions, create a new customised sets of actions, and assign the new customised action layout?

C. Global Actions

Salesforce 2nd (1 decks)

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