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Salesforce Admin (reviewed) > Salesforce Admin Study Guide > Flashcards

Salesforce Admin Study Guide Flashcards

1
Q

Which of the following are standard Salesforce Objects? (Choose 3 answers)

A. Contract
B. Pricebook
C. Opportunity Product
D. Ticket

A

A. Contract
B. Pricebook
C. Opportunity Product

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2
Q

A roll-up summary field requires a Master Detail relationship

A. False
B. True

A

A. False

Some Standard objects (Account & Contact/Opportunity/Case) have roll-up summary fields, but are not Master-Detail relationships. Other Objects will need Master Detail relationship to get these roll up summary fields.

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3
Q

What is a roll-up summary field?

A. A roll-up summary field lets you rollback the data that was changed last week
B. A roll-up summary field is a custom field that aggregates child record information into the parent record
C. The roll-up summary field gives you a summary of the data type and object relationship.
D. The roll-up summary field is accessible via the API

A

B. A roll-up summary field is a custom field that aggregates child record information into the parent record

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4
Q

A tab is automatically created when you create a custom object.

A. True
B. False

A

B. False

You must check a box to get the tab to appear for a custom object.

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5
Q

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

A. App Permissions
B. Object Permissions
C. Tab settings
D. Org-Wide Defaults

A

C. Tab settings

Tab Hidden

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6
Q

What is a Junction Object?

A. An object type to connect external web services
B. A standard object
C. A Many-to-Many relationship created with two lookup relationships
D. A Many-to-Many relationship created with two lookup master-detail relationship

A

D. A Many-to-Many relationship created with two lookup master-detail relationship

“Must use 2 master-detail relationships.

Note: Technically this should read as: ““D. A Many-to-Many relationship created with two master-detail relationship”” without the word lookup in it. But if that word is there, it’s just to confuse you.”

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7
Q

You can make fields visible, read-only, and required using Page Layouts.

A. True
B. False

A

A. True

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8
Q

Data loss can occur when changing fields from the following types. (Choose 3 answers)

A. Changing from a multi-select picklist to any other type
B. Changing from a Number field to a Text field
C. Changing from a checkbox to any other type of field
D. To a Number field from any other type of field

A

A. Changing from a multi-select picklist to any other type
C. Changing from a checkbox to any other type of field
D. To a Number field from any other type of field

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9
Q

Formulas ignore Field Level Security settings

A. True
B. False

A

A. True

It is important that Formulas have the same value for all viewers, thus it must be able to access fields it uses in its calculation, regardless of field level security.

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10
Q

Standard picklist fields cannot be dependent fields

A. True
B. False

A

A. True

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11
Q

Where can you make a field required? (Choose 3 answers)

A. Field Edit page 
B. Validation Rules 
C. Page Layouts 
D. Workflow Rule 
E. Record Type
A

A. Field Edit page
B. Validation Rules
C. Page Layouts

Validation rules can setup a ISBLANK or ISNULL(number or currency) to make a field required.

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12
Q

Which of the following fields CANNOT be a controlling field for Dependent Picklists?

A. Custom Multi-Select Picklist 
B. Standard Picklist 
C. Standard Checkbox 
D. Custom Picklist 
E. Custom Checkbox
A

A. Custom Multi-Select Picklist

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13
Q

Fields which are hidden using Field-Level-Security are still subject to Validation Rules?

A. False
B. True

A

B. True

Validation rules are required to be able to save a record, thus would be valid for even hidden fields.

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14
Q

All of the following objects may have a queue EXCEPT

A. Cases
B. Accounts
C. Leads
D. Custom Objects

A

B. Accounts

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15
Q

All of the following objects may have a queue EXCEPT

A. Cases
B. Accounts
C. Leads
D. Custom Objects

A

B. Accounts

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16
Q

Field Level Security or Page Layout can be used to make a field required

A. False
B. True

A

A. False

You can do this on Field Edit, but not Field Level Security.

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17
Q

Which circumstances will prevent a system administrator from deleting custom fields?

A. The field is used in a workflow field update.
B. The field is used as a report.
C. The field is used in a page layout.
D. The field is part of a field dependency.

A

A. The field is used in a workflow field update.

Deleting will remove field dependencies. It is not blocked from being deleted.

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18
Q

Sales management at Universal Containers needs to display the following information on each account record.

Amount of all open opportunities
Amount of all closed won opportunities

Which feature should a system administrator use to meet this requirement?

A. Cross-object formula fields
B. Calculated columns in the related list
C. Roll-up summary fields
D. Workflow rules with field updates

A

C. Roll-up summary fields

Standard objects (like Accounts and Opportunities) have a special relationship that lets Roll up Summaries be available.

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19
Q

The administrator at Universal Containers will create a custom field to track a specific Tier 3 support user on a case record. What data type should be used when creating this custom field?

A. Hierarchical relationship
B. Lookup filter
C. Lookup relationship
D. Formula

A

C. Lookup relationship

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20
Q

Universal Containers wants to create a custom object to capture account survey data. Users must be able to select an account from survey record. User’s also need this ability to view related surveys on the account record. How should the system administrator meet these requirements? (Choose 2 answers)

A. Create a lookup relationship field on the account object.
B. Add the account related list to the survey page layout.
C. Create a lookup relationship on the survey object.
D. Add the survey related list to the account page layout.”

A

C. Create a lookup relationship on the survey object.

D. Add the survey related list to the account page layout.

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21
Q

What must an administrator do when creating a record type?

A. Set the field level security for the record type
B. Create a new page layout for the record type
C. Add the record type to the required user records
D. Assign the record type to the appropriate profiles

A

D. Assign the record type to the appropriate profiles”

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22
Q

What type of field allows users to input text, images and links?

A. Input area
B. Text area (rich)
C. Text and image area
D. Text area

A

B. Text area (rich)

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23
Q

Universal Containers has two sales groups. Each group has its own unique process. What is the best way to ensure that sales representatives have access to only the stages relevant to their sales process when working on opportunities?

A. Roles
B. Multi-select picklists
C. Record types
D. Page layouts

A

C. Record types

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24
Q

What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?

A. Tab Hidden
B. Default On
C. Default Off
D. Read Only

A

A. Tab Hidden

Read Only does not exist.

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25
Q

What does the controlling field determine when field dependencies are being created?

A. The values that appear in the dependent field
B. The dependent fields that appear on the layout
C. The default value populated in the dependent field
D. The field-level security for the dependent field

A

A. The values that appear in the dependent field

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26
Q

Universal Containers has two business groups, Products and Services. Both groups will be using opportunities to track deals, but different fields are required by each group. How should a system administrator meet this requirement? (Choose 2 answers)

A. Create two record types
B. Create two page layouts
C. Create two permission sets
D. Create two sales processes

A

A. Create two record types
B. Create two page layouts

B. Only 2 page layouts is a clear answer. A. is the next best answer since two page layouts would require 2 Record types, IF there is only a single Profile for the two groups.

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27
Q

Only 1 permission set can be assigned to a user.

A. True
B. False

A

B. False

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28
Q

If two objects have a parent-child relationship, how can a user access the child record from the parent record?

A. Related
B. Lookup field
C. Custom link
D. Child field

A

A. Related

A lookup field would be on the child object. It shows up on the Related list on the parent object.

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29
Q

A System Administrator at Universal Containers created a new record type. However, sales users are unable to select the new record type when creating new account records. What is the possible reason for this? (Choose 2 answers)

A. The record type has not been activated.
B. The record does not have an associated page layout.
C. The record type has not been set as the default record type.
D. The record type has not been added to the sales user profile.

A

A. The record type has not been activated.

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

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30
Q

The support group at Universal Containers wants agents to capture different information for product support and inquiry cases. In addition, the lifecycle for the product support cases should have more steps than the lifecycle for inquiry cases. What feature should an Administrator use to meet these requirements? (Choose 3 answers)

A. Field-level security 
B. Page layouts 
C. Support processes 
D. Permission sets 
E. Record types
A

B. Page layouts
C. Support processes
E. Record types

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31
Q

The service department at Universal Containers 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. Field-level security 
B. Page layouts 
C. Support processes 
D. Permission sets 
E. Record types
A

B. Page layouts
C. Support processes
E. Record types

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32
Q

Universal Containers want to ensure that users complete the standard industry field when creating a new account record. To address this concern the Administrator set the Industry field as required. However, some users are still able to create a new account record without completing the industry field. What should an Administrator do to trouble shoot the issue? (Choose 2 Answers)

A. Verify the Industry field is set as required on all the account page layouts assigned to the user profiles.
B. Verify the users have the “Modify All Data” permission for accounts on their profiles.
C. Verify the users have the “Edit” permission for accounts on their profiles.
D. Verify the field-level security for the industry field is not set to “Read Only” on the user profiles.

A

A. Verify the Industry field is set as required on all the account page layouts assigned to the user profiles.
D. Verify the field-level security for the industry field is not set to “Read Only” on the user profiles.

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33
Q

Universal Containers wants to capture the invoice number and account credit score for billing cases. How would an Administrator accomplish this? (Choose 2 answers)

A. Create a validation rule.
B. Create a support process.
C. Create custom fields.
D. Create a page layout.

A

A. Create a validation rule.
C. Create custom fields.

“A. If they want to capture this data, then making sure they are required with Validation rules is needed.
B. No process is being described.
D. They may have a page layout for billing cases already or they may want only one page layout.”

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34
Q

Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities. Which feature should a system administrator use to meet this requirement?

A. Lookup field
B. Workflow field update
C. Roll-up summary field
D. Cross-object formula field

A

D. Cross-object formula field

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35
Q

Sales representatives at Universal Containers often schedule in-person meetings at customer offices. Management wants to track activities for this meeting category to clearly display customer office meetings in Account, Contact, or Opportunity page layouts, as well as adding this data to reports. Which method should 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 Description field on Account Comments.

A

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

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36
Q

What should a systems administrator consider when deleting a custom field? (Choose 3 answers)

A. Existing field values must be transferred to a new custom field.
B. Field values should be archived before a field is deleted.
C. Fields used in workflow and assignment rules cannot be deleted.
D. Deleted fields and values can be restored from the recycle bin within 15 days.
E. Fields must be removed from page layouts after being deleted.

A

B. Field values should be archived before a field is deleted.
C. Fields used in workflow and assignment rules cannot be deleted.
D. Deleted fields and values can be restored from the recycle bin within 15 days.

A. Would create a mess with too much extra data. A backup can be done with B. E. This is automatically done.

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37
Q

Universal Containers needs to use cases to manage both customer support issues and internal change requests. Which functionality should a system administrator use to meet this requirement? (Choose 3 answers)

A. Validation rules 
B. Support processes 
C. Record types 
D. Page layouts 
E. Delegated administration
A

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

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38
Q

What does a page layout allow an administrator to control?

A. The business process and related picklist values displayed.
B. The field’s users see on detail and edit pages.
C. The field’s users see in reports and list views.
D. The record types available to each role and profile.

A

B. The field’s users see on detail and edit pages.

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39
Q

What standard object has a one-to-many relationships with the account object? (Choose 3 answers)

A. Lead 
B. Contact 
C. Opportunity 
D. Case
E. Campaign
A

B. Contact
C. Opportunity
D. Case

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40
Q

Which set of standard objects are children of the Account object in a many-to-one relationship?

A. Contact, Email, and Case
B. Opportunity, Quote, and Contact
C. Email, Quote, and Opportunity
D. Opportunity, Contact, and Case

A

D. Opportunity, Contact, and Case”

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41
Q

Where can a System Administrator assign a page layout? Choose 2 answers.

A. Record Type
B. App
C. Profile
D. Roles

A

A. Record Type

C. Profile

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42
Q

The support group at universal container wants agents to capture different information for product support and inquiry cases. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases What feature should an administrator use to meet the requirement? (3 answers)

A. Permission sets 
B. Record Types 
C. Support processes 
D. Page layouts 
E. Field-level Security
A

B. Record Types
C. Support processes
D. Page layouts

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43
Q

What can be modified on standard object fields? (3 answers)

A. Field type 
B. Label 
C. Default text 
D. Help text 
E. Picklist Values
A

B. Label
D. Help text
E. Picklist Values

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44
Q

When converting a lead, how can an administrator capture custom lead data on the converted contact?
Or 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 field to the standard lead field
C. Use the data loader to move the custom lead data
D. Map custom lead fields to custom contact fields

A

D. Map custom lead fields to custom contact fields

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45
Q

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

A. Custom lead fields can be mapped to account, contact, and opportunity fields.
B. Standard lead fields are automatically converted to account, contact, and opportunity fields.
C. Custom lead fields can be mapped to custom object fields.
D. Roll-up summary lead fields can be mapped to custom contact fields.

A

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

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46
Q

A system adminstrator wants to ensure that unique data is always put into a specific field. Which two field properties should be configured?

A. Required
B. Default Value
C. Data Type
D. Unique

A

A. Required

D. Unique

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47
Q

The VP of sales at universal containers requested that “Verbal Agreement” be added as a new opportunity stage. The Administrator added this new picklist value to the stage field, but found that the new value was not available to users. What should the administrator do?

A. Ensure the limit of 10 stage values was not exceeded
B. Ensure the new value was marked as active
C. Add the new value to the appropriate record type
D. Add the new value to the appropriate sales process

A

D. Add the new value to the appropriate sales process

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48
Q

Ursa Major Solar wants to understand all of the configuration changes that have been made since January 1 until June 1. What tool should an administartor use to gather this information?

A. Debug Log
B. Custom Report Types
C. Setup Audit Trail
D. Network Access Settings

A

C. Setup Audit Trail

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49
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 Picklist values on the Page Layout must be added to the Master picklist Value List or be active values.
B. The Record Type’s 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 Picklist Value List adds the value to all existing Record Type picklists.
E. The Record Type Name assignment becomes permanent upon Save of the new Record Type.

A

A. All Picklist values on the Page Layout must be added to the Master picklist Value List or be active values.
B. The Record Type’s 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. Not possible, as you must add to Field Picklist (Master Value List)

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50
Q

Which component can be included in a custom home page layout? Choose 3

A. Pending approval list
B. Analytic snapshots
C. Messages and alerts
D. Dashboard components
E. Trending Chatter topics
A

A. Pending approval list
C. Messages and alerts
D. Dashboard components
E. Trending Chatter topics

E was adding in Lightning

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51
Q

Key features on the Home page include:

A. Opportunity work space, Assistant and Recent records
B. Assistant, News and Performance chart
C. Performance chart , Activity Timeline , Sales Path

A

B. Assistant, News and Performance chart

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52
Q

Which functionality is available when enhanced lists are enabled? Choose 2

A. Edit multiple records directly from a list view
B. Calculate the sum of a number field displayed in a list view
C. Create a new records from a list view
D. Edit dependent pick-lists inline from a list view

A

A. Edit multiple records directly from a list view
C. Create a new records from a list view

C. You can create tasks, which are new records. D. Not currently a option, it’s in Ideas.

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53
Q

What should be considered when configuring the lead conversion process? (2 answers)

A. Standard lead fields are automatically converted into account, contact and opportunity fields
B. Custom Lead fields can be mapped to custom object fields
C. Roll-up Summary Lead Fields can be mapped to custom contact fields
D. Custom Lead fields can be mapped to account, contact and opportunity fields

A

A. Standard lead fields are automatically converted into account, contact and opportunity fields
D. Custom Lead fields can be mapped to account, contact and opportunity fields”

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54
Q

The Universal Containers Administrator is editing the page layout for a new custom object when a text area field is in advertently deleted from the page layout. What are three methods for restoring the field to the page layout? Choose 3 answers

A. Click the Undo button or the Cancel button.
B. Restore from the recycle bin within 15 days.
C. From the Fields palette, drag the field into the same position.
D. Clone the layout from a different profile and use Save As.
E. Restore original page layout from a sandbox.

A

A. Click the Undo button or the Cancel button.
C. From the Fields palette, drag the field into the same position.
E. Restore original page layout from a sandbox.

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55
Q

What are two considerations when activating and assigning Themes & Branding? Choose 2 answers.

A. Each profile can be applied a different Theme.
B. Themes apply to both Lightning Experience and mobile.
C. Only one Theme can be applied in an org at a time.
D. Up to 300 custom Themes can be created per org.

A

C. Only one Theme can be applied in an org at a time.
D. Up to 300 custom Themes can be created per org.

https://help.salesforce.com/articleView?id=brand_your_org_in_lightning_experience.htm&type=5

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56
Q

A company has a complicated Sales process regarding its opportunities. The company has three different lines of business (Widget A, Widget B, Widget C) that each contain fields specific to that line of business’s industry and customers. For each line of business, there is a specific set of fields that Sales users should see and a different set of fields that Marketing users should see. How should an Administrator configure Page Layouts and Record Types for the Opportunity object so that each team sees what it needs to see, without cluttered layouts containing unnecessary fields?

A. Create three Record Types (Widget A, Widget B, Widget C) with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C).

B. Create one Record Type with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C).

C. Create six Record Types (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C) with six total Page Layouts, one for each Record Type.

D. Create six Record Types (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C) with one Page Layout.

A

A. Create three Record Types (Widget A, Widget B, Widget C) with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C).

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57
Q

A new custom object called Manufacturers has been created for Universal Containers. Where should a System Administrator adjust how the object appears when it is found in the global search?

A. Global Search, Manufacturers, and Global Search Layouts.
B. Object Manager, Manufacturers, and Page Layouts.
C. Global Search, Manufacturers, and Search Layouts.
D. Object Manager, Manufacturers, and Search Layout.

A

D. Object Manager, Manufacturers, and Search Layout.

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58
Q

A Universal Containers Administrator has created a new Lightning record page for the Salesteam to display a report chart embedded on the Account page. There are no Record Types for Account at this time. Which step should the Administrator take to make this page the default view of the Universal Containers app for the Sales team without impacting the Support team?

A. Make the page the default object record page for the Universal Containers app for the Sales profile.
B. Create an Account Record Type and make the page the default object record page.
C. Make the page the org default.
D. Make the page the default object record page for the Universal Containers app.

A

A. Make the page the default object record page for the Universal Containers app for the Sales profile.

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59
Q

Universal Containers has just acquired a new company whose Sales team has a unique sales process with stages that are different than currently setup in Salesforce. To make sure the acquisition runs smoothly, the Executive team does not want the new Salesteam to have to change their process at all. What should the Administrator do to incorporate the new Sales team’s 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 team’s values are at the bottom of the picklist.

A

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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60
Q

Universal Containers 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

A. Support Processes and Record Types

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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 customized set of actions, and assign the new customized action layout?

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

A

C. Global Actions

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62
Q

Universal Containers 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

A. Add a new related list for Regulations to the Sales Account Page Layout.

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63
Q

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

A. Account
B. Opportunity
C. Lead
D. Contact

A

C. Lead

D. Contact

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64
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

C. Profile

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65
Q

What types of tabs can a developer create? Choose 3 answers

A. Apex tabs
B. Visualforce tabs
C. Standard object tabs
D. Custom Object tabs
E. Web tabs
A

B. Visualforce tabs
D. Custom Object tabs
E. Web tabs

A. Apex tabs are not a thing. Weblink

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66
Q

What can an administrator configure for users on the search result page? (3 answers)

A. Filters by which users can narrow down results
B. Objects included in the search
C. Fields being searched on for each object
D. Number of records displayed for each object
E. Columns displayed for each object

A

A. Filters by which users can narrow down results
C. Fields being searched on for each object
D. Number of records displayed for each object
E. Columns displayed for each object

A. Available in Lightning and Classic.
C. Available in Lightning.
D. Available in Classic.
E. Available on both Lightning and Classic.

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67
Q

On which two objects can an administrator customize the Stage Setup Flow?

A. Leads
B. Opportunities
C. Campaigns
D. Campaign Members

A

A. Leads
B. Opportunities

https://www.salesforce-devops.com/2019/04/Salesforce-Admin-Certification-Maintenance-Spring19.html

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68
Q

Can you uninstall an App Exchange application once it has been deployed?

A. Yes
B. No

A

A. Yes

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69
Q

What is the purpose of the AppExchange? (Choose 2 answers)

A. Support users can install the Service Cloud console custom app
B. Customers can share and install apps published by Salesforce partners
C. Administrators can download and customize pre-built dashboards and reports.
D. Partners can download accounts and contacts to collaborate on sales deals.

A

B. Customers can share and install apps published by Salesforce partners
C. Administrators can download and customize pre-built dashboards and reports.

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70
Q

Universal Containers (UC) is rolling out a new approval process. As the last step in the process after an Opportunity has been approved, UC wants to send a contract to its customer for signature. What should an administrator suggest to implement this functionality?

A. Use the Salesforce Autosign Flow.
B. Hire a consutling firm to develop a document signing framework.
C. Install an app from the AppExchange.
D. Check the ““Send PDF”“box on the approval setup process.

A

C. Install an app from the AppExchange.

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71
Q

How can a new System Administrator quickly provide access to adoption reports and dashboards for managers?

A. Search the App Exchange 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

A. Search the App Exchange for free adoption report apps.

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72
Q

What does a custom report type determine? (Choose 2 answers)

A. The objects that are available when building a report
B. The report format of the result report
C. The custom summary formulas displayed in a resulting report
D. The fields that can be used as columns when building a report

A

A. The objects that are available when building a report

D. The fields that can be used as columns when building a report

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73
Q

A Marketing manager would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use:

A. Summary
B. Tabular
C. Mailing
D. Matrix

A

B. Tabular

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74
Q

A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:

A. All Salesforce Reports
B. Matrix
C. Summary
D. Tabular

A

C. Summary

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75
Q 
A Sales Manager would like to see what stages open opportunities are in. How should the sales operation manager accomplish this:
A. Summary Report
B. Stacked Bar Chart
C.  Funnel Chart
D. Tabular Report
A

C. Funnel Chart

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76
Q

UC wants to customize basic Salesforce reports using Lighning Experience. In which two ways can Reports be customized? (choose 2 answers)

A. Add a Lightning component.
B. Add a filter.
C. Add a chart.
D. Add links to external pages.

A

B. Add a filter.

C. Add a chart.

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77
Q

“Which statements about custom summary formulas in reports is true? (Choose 2 answers)

A. Custom summary formulas can reference a formula field within a report
B. Custom summary formulas can reference another custom summary formula
C. Reports can be grouped by a custom summary formula result
D. Custom summary formulas can be used in a report built from a custom report type

A

A. Custom summary formulas can reference a formula field within a report
D. Custom summary formulas can be used in a report built from a custom report type

You cannot reference another custom summary formula within another custom summary formula. You also cannot group by the custom formula results.

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78
Q

What is conditional highlighting for reports?

A. Shows you visual highlights depending on a threshhold
B. You can set conditions that when met, will report the calculated fields
C. Lets you make calculations on custom fields
D. Users can highlight particularly interesting parts of a report

A

A. Shows you visual highlights depending on a threshhold

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79
Q

Where can conditional highlighting be used? (Choose 2 answers)

A. Enhanced list views
B. Matrix reports
C. Summary reports
D. Tabular reports

A

B. Matrix reports
C. Summary reports

Only Summary and Matrix reports have “Summary” fields.

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80
Q

Which data can be highlighted in a report using conditional highlighting? (Choose 3 answers)

A. Grand totals 
B. Summarized totals 
C. Data fields 
D. Grouped by field names 
E. Summary formulas
A

A. Grand totals
B. Summarized totals
E. Summary formulas

Only fields that are “Summary” fields can be highlighted

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81
Q

What is a Bucket Field?

A. Used in reports to categorize and group report values
B. A custom field that can be created to group values
C. Used to group multiple workflows
D. A custom field that can be created to store a finite amount of values

A

A. Used in reports to categorize and group report values

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82
Q

Which chart type can be used to display summary values from two different levels of grouping in a report? (Choose 2 answers)

A. Stacked bar chart
B. Grouped line chart
C. Donut chart
D. Funnel chart

A

A. Stacked bar chart

B. Grouped line chart

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83
Q

A report returns too many results, making it difficult for users to find the records they’re interested in.

A. Show users how to use quick filter to reduce the records returned
B. Move the report into each user’s personal reports
C. Update the sharing rules to limit user access to certain records
D. Move the report into a folder with restricted access

A

A. Show users how to use quick filter to reduce the records returned

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84
Q

What relationship can be selected in a custom report type where accounts is the primary object and contacts is the related object?

A. Each account may or may not have related contacts
B. Each account must have a related account
C. Each contact may or may not have a related account
D. Each account must not have related contacts

A

A. Each account may or may not have related contacts

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85
Q

Sales representatives use a custom report type for an 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

B. From the Custom Report Type, Edit Layout, then add the new fields to the report.

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86
Q

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

A. Use Custom Report Types
B. Lock report filters
C. Modify Field Level Security
D. Run the report as a specified user.

A

B. Lock report filters

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87
Q

What is true about dynamic dashboards:

A. A dynamic dashboard will show data according to the user’s security settings
B. A dynamic dashboard will refresh automatically several times a day
C. If a user wants to customise the dashboard, they should use a dynamic dashboard
D. In dynamic dashboards, the source reports used can vary according to the user

A

A. A dynamic dashboard will show data according to the user’s security settings

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88
Q

A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished?

A. Create a sharing rule to restrict the access
B. Disable access to the dashboard on the users profile
C. Restrict the access to the folder that the dashboard is located
D. Restrict the access to the folder that the source report is located

A

C. Restrict the access to the folder that the dashboard is located

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89
Q

You can use standard reports when creating Dashboards?

A. True
B. False

A

B. False

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90
Q

A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard, how would an administrator enable this? (Choose 2 answers)

A. Create the dashboard as a dynamic dashboard
B. Grant the sales manager the ““Drag-and-Drop Dashboard builder”” permission
C. Grant the sales manager the ““Manage Dynamic Dashboards”” permission
D. Grant the sales manager the ““View my Teams Dashboard”” permission

A

A. Create the dashboard as a dynamic dashboard

D. Grant the sales manager the ““View my Teams Dashboard”” permission

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91
Q

What is the maximum number of Components available on a Dashboard?

A. 10
B. 50
C. 20
D. 5

A

C. 20

A. Tabular format, minimum of 10 rows.
B. Maximum filters possible.
C. Correct.
D. Maximum dashboards per user.

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92
Q

Gauge and metric dashboard component types are based on what from a report?

A. Grand Total
B. Chart
C. Average
D. Sum

A

A. Grand Total

A single metric would show the Grant Total of all Sums.

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93
Q

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

A. Metric
B. Gauge
C. Table
D. Chart

A

A. Metric

B. Gauge

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94
Q

What type of report cannot be used to populate a chart in a dashboard?

A. Matrix
B. Summary
C. Tabular
D. Joined

A

C. Tabular

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95
Q

What will occur when a system administrator creates a dynamic dashboard?

A. The dashboard components resize based on the device used to view the dashboard
B. The data displayed varies based on the user viewing the dashboard
C. The dashboard refreshes automatically whatever the underlying data changes
D. The dashboard automatically sends an email when the underlying data changes

A

B. The data displayed varies based on the user viewing the dashboard

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96
Q

A Sales Manager wantes 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 these requirements?

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 Dashboards as Me”” and save in the shared Dashboard Folder.
C. Create the Dashboard from the Opportunities by User Report,select the Sales Manager as Run As 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 Dashbord Folder.

A

A. Create the Dashboard from the Opportunities by User Report, then save it in the shared Dashboard Folder as a Dynamic Dashboard.

View Dashboard As - select who people view the dashboard as:

Dynamic Dashboards: The dashboard viewer — Dashboard readers see data as themselves, according to their own access to data. These types of dashboards are often called dynamic dashboards.

As opposed to: Another person — Dashboard readers see data in the dashboard according to the data access level of whomever you specify.

https://help.salesforce.com/articleView?id=dashboards_view_as.htm&type=5

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97
Q

What option is available when scheduling a dashboard refresh? (Choose 2 answers)

A. Schedule the dashboard to refresh in different time zones.
B. View and remove a scheduled dashboard refresh.
C. Define refresh times for specific dashboard components.
D. Send a refresh notification to users with access to the dashboard.

A

B. View and remove a scheduled dashboard refresh.
C. Define refresh times for specific dashboard components.

Option to Schedule a Dashboard refresh, and then you may choose Option to send a email notification.

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98
Q

An administrator for Ursa Major Solar wants to allow internal users to view a dashboard as a Sales Manager within a given sales region. How can this be configured?

A. Create a dashboard to run as a specified user.
B. Create a dashboard to run as the logged-in user.
C. Create a dashboard with multiple componenets.
D. Create a dashboard for all opportunities in the region.

A

A. Create a dashboard to run as a specified user.

https://trailblazers.salesforce.com/answers?id=9063A0000019Qo4QAE

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99
Q

A series of new report folders has been created. Which set of folder sharing options are available in Salesforce Classic to assign these new folders to the appropriate Salesforce users?

A. Managers, Profiles, Public Groups, Roles, and Role and Subordinates
B. Profiles, Roles, and Role and Subordinates
C. Users, Managers, Public Groups, Roles, and Role and Subordinates
D. Users, Public Groups, Roles, and Role and Subordinates

A

D. Users, Public Groups, Roles, and Role and Subordinates

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100
Q

A sales manager at Universal Containers wants to rename and delete dashboards in the California Dashboards Folder. How should a System Administrator accomplish this?

A. Go to the California Sales Dashboards Folder, Share, and choose View access for the Sales Manager.
B. Go to the California Sales Dashboards Folder, Share, and choose View access for the Sales Manager Manager’s Profile.
C. Go to the California Sales Dashboards Folder, Share, and choose Edit access for the Sales Manager.
D. Go to the California Sales Dashboards Folder, Share, and choose Manage access for the Sales Manager.

A

D. Go to the California Sales Dashboards Folder, Share, and choose Manage access for the Sales Manager.

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101
Q

What is the maximum number of objects that can be added to a custom report type?

A. Two as long as the objects have associations.
B. One as long as the object has a master-child relationship.
C. Unlimited as long as the objects have associations.
D. Four as long as the objects have associations.

A

D. Four as long as the objects have associations.

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102
Q

Which three standard chart types can be placed on a Salesforce dashboard? Choose 3 answers.

A. Tables
B. Heat maps
C. Bar charts
D. Gauge charts
E. Venn Diagram
A

A. Tables
C. Bar charts
D. Gauge charts

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103
Q

Universal Containers 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. Modify Field Level Security.
B. Use Custom Report Types.
C. Run the report as a specified user.
D. Lock report filters

A

D. Lock report filters

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104
Q

A sales manager at Universal Containers wants to rename and delete dashboards in the California Dashboards Folder. How should a System Administrator accomplish this?

A. Go to the California Sales Dashboards Folder, Share. and choose View access for the Sales Manager.B. Go to the California Sales Dashboards Folder, Share. and choose View access for the Sales Manager’s Profile.
C. Go to the California Sales Dashboards Folder, Share. and choose Edit access for the Sales Manager.
D. Go to the California Sales Dashboards Folder, Share. and choose Manage access for the Sales Manager.

A

D. Go to the California Sales Dashboards Folder, Share. and choose Manage access for the Sales Manager.

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105
Q

The sales teams at Universal Containers need to easily access the Sales Pipeline Dashboard. How can an administrator accomplish this in Lightning Experience?

A. Create a cross object dashboard component and add to the record
B. Create a embedded dashboard and add to the Home tab
C. Create a new component for each sales user and add to their profile
D. Create a new object and add a dashboard component

A

B. Create a embedded dashboard and add to the Home tab

A. Cross object Dashboard is not a thing. Cross object filter are in reports, but this is a dashboard.
C. Dashboard access is not granted to Profiles, but instead Public Groups/Roles.
D. This is too much extra work, and not needed.

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106
Q

What can an email template contain? (Choose 3 answers)

A. Attached File
B. Macro
C. Text
D. Merge Field

A

A. Attached File
B. Macro
D. Merge Field

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107
Q

Workflow cannot be triggered upon import

A. True
B. False

A

B. False

108
Q

Which of these actions can be triggered from a Workflow?

A. Field Update, Email Sent, APEX Trigger, New Task
B. Create Object, New Task, Email Sent,
C. Field Update, New Task, Email Sent, Outbound Message
D. Email Sent, Field Update

A

C. Field Update, New Task, Email Sent, Outbound Message

109
Q

Which of these actions can be triggered from a Workflow?

A. Field Update, Email Sent, APEX Trigger, New Task
B. Create Object, New Task, Email Sent,
C. Field Update, New Task, Email Sent, Outbound Message
D. Email Sent, Field Update

A

C. Field Update, New Task, Email Sent, Outbound Message

TEFO - The Elephant Flew Out

110
Q

An Approval Process begins when a record is:

A. Created
B. Edited
C. Saved
D. Submitted for Approval

A

D. Submitted for Approval

111
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 Operations has indicated that this doesn’t always happen or the rep doesn’t populate all fields correctly. The system adminsitrator has been asked to remove permissions from Sales to create these records and automate record creation.
Which tool should be used?

A. Work Flow
B. Process Builder
C. Visual Flow
D. Approvals

A

B. Process Builder

Task, Email, Outbound message, Update Field vs. Create a Record. Workflow can access parent. Process Builder can access Parent or Child. 1 person who received 100% in automation chose B.

112
Q

The Sales Director wants to be alerted to deals that are greater than $1,000,000. Which tool should you use to achieve this? (Choose 2 answers)

A. Ask the Sales Director to create a list view which shows Opportunities greater than 1,000,000
B. Workflow - Create a workflow to send an email if an Opportunity amount is greater than 1,000,000
C. Create a report and monitor it daily
D. Big Deal Alerts

A

B. Workflow - Create a workflow to send an email if an Opportunity amount is greater than 1,000,000
D. Big Deal Alerts

113
Q

Which two actions can be completed with a workflow field update? (2 answers)

A. Change the record type of a record
B. Update the value of a formula field
C. Apply a specific value to a field
D. Update the value of a field on a child object.

A

A. Change the record type of a record

C. Apply a specific value to a field

114
Q

F32 A sales executive at Universal containers wants to be notified whenever high-value opportunities are created for hot accounts. How should an administrator meet this requirement?

A. Create an escalation rule based on the opportunity amount.
B. Create the workflow rule on opportunity object.
C. Create an auto-response rule on the opportunity amount.
D. Create a validation rule that evaluates the account rating

A

B. Create the workflow rule on opportunity object.

115
Q

What should an administrator consider when configuring workflow rules? or What are two considerations when configuring workflow rules? (2 answers)

A. Rules can be evaluated when records are created or edited.
B. Rules must be deactivated before using the Data Import Wizard.
C. All existing records are evaluated when a new rule is activated.
D. Rule actions can take place immediately or can be time based.

A

A. Rules can be evaluated when records are created or edited.
D. Rule actions can take place immediately or can be time based.

116
Q

The support team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account`s support plan expires What should an administrator configure to meet this requirement?

A. Assignment rule
B. Workflow rule
C. Auto-Response rule
D. Escalation rule

A

B. Workflow rule

117
Q

Which two statement are correct regarding an approval process? (2 answers)

A. A delegated approver can reassign approval requests
B. An approval action defines the result of record approval or rejection
C. An assignment rule defines the approver for each process step
D. The approval history related list can be used to track the process

A

B. An approval action defines the result of record approval or rejection
D. The approval history related list can be used to track the process

118
Q

A time dependent action is placed in the work flow queue when the record is created. When will the action be removed from the queue? (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. When the record no longer matches the rule criteria.

B. When the action is deleted from the workflow queue.

119
Q

F57 Universal Containers uses Web-to-Case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words “forgot” and “password”. What does the administrator need to configure to meet this requirement?

A. Email-to-case
B. Auto-response rule
C. Validation rule
D. Support settings

A

B. Auto-response rule

120
Q

Which three features can automatically create a case? (Choose 3 answers)

A. Email-to-case 
B. Process Builder 
C. Web-to-case
D. Lightning For Outlook
E. SMS-to-case
A

A. Email-to-case
B. Process Builder
C. Web-to-case

121
Q

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

A. The time-dependent action is put on hold.
B. The time-dependent action will execute on July 23rd
C. The time-dependent action is automatically removed from the queue.
D. The time-dependent action will execute on July 30th

A

C. The time-dependent action is automatically removed from the queue.

122
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 process 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 approvals to a queue member for all Opportunities and an additional approval by a Sales VP for Opportunities over a certain amount.

A

C. A sales process 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 approvals to a queue member for all Opportunities and an additional approval by a Sales VP for Opportunities over a certain amount.

A. You cannot have a randomly assigned approval manager.
B. If first level approval is denied, it will not continue on in the approval process.
C. Correct. You can delegate approval to someone else.
D. Correct. You can have a queue as your approver.

123
Q

The VP of Sales is using Collaborative Forecasting to track sales rep quote attainment. the VP wants to be notified when the salse reps move the Opportunity Stage backwards in the sales process. Which feature should the System Administrator use?

A. Validation Rule
B. Field History Tracking
C. Workflow rule
D. Big Deal Alert

A

C. Workflow rule

124
Q

Hathaway Inc is using Salesforce to support their global marketing operations. the Marketing manager requested their Salesforce administrator to automate the business flow so that marketing users need to get permission from their manager before they convert a Lead. How can the Administrator acheive this?

a. ) Create an Approval Process and mark the manager as an Approver
b. ) A validation rule is sufficient to ensure approval from a manager
c. ) Create an Approval Process marking the manager as an approver along with a new Lead Record Type that only displays the Convert button when the lead is approved
d. ) Create a Workflow rule to create a Task to request approval from the manager

A

c.) Create an Approval Process marking the manager as an approver along with a new Lead Record Type that only displays the Convert button when the lead is approved

125
Q

High priority cases at UMS need to get a response in less than 3 hours or escalated to a queue called “High Priority Queue”. An administrator needs to configure the case management process to implement this requirement. How should the administrator achieve this goal?

A. Create an escalation rule to assign all cases where status = high to the high priority queue based on the last modification time and set the age over to 3 (hours)
B. Create a case milestone to assign all cases = high to the high priority queue based on the last modification tiem and set the age over to 3 (hours)
C. Create an assignment rule to assign all cases where status = high to the high priority queue.
D. Create an escalation rule to assign all cases where status = high to the high priority queue based on when the case is created.

A

A. Create an escalation rule to assign all cases where status = high to the high priority queue based on the last modification time and set the age over to 3 (hours)

B is also a possibility, check with SaraHope about this one.

126
Q

Universal Containers has activated Web-to-Case on their corporate website. IT configured Auto-response to thank the customer for logging the case and activated Assignment rules based on the state (USA) in which the customer resides. Case ownership is therefore determined and routed to the corresponding queue – North, South, East, or West. Customer Cases that do not meet the existing criteria should be assigned to Queue – World. What solutions will satisfy this requirement?

A. Using a workflow rule, change the owner of new Cases outside the US to Queue – World.
B. In Case Support Settings, change Default Case Owner to Queue – World.
C. Using a Trigger, change the owner of Cases outside the US to Queue – World.
D. In an Active Case Assignment, add a last entry rule criteria where State = NULL then assign to Queue – World.

A

B. In Case Support Settings, change Default Case Owner to Queue – World.

https://help.salesforce.com/articleView?id=creating_assignment_rules.htm&type=5

127
Q

The sales users at Universal Containers need to view the following:
* Opportunities grouped by Stage
* Opportunities grouped by Lead Source for a dashboard component
Which report format should the System Administrator use to fulfill these requirements?

or The sales users at Universal Containers need to view their open Opportunities grouped by
Stage, and as a source report on a dashboard component. Which report format should the System Administrator use to fulfill these requirements?

A. Summary
B. Matrix
C. Tabular
D. Joined

A

A. Summary

128
Q

What are two Validation Rule Fields? Choose 2 answers.

A. Error Condition Formula
B. Active Date
C. Error Message
D. Owner

A

A. Error Condition Formula

C. Error Message

129
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. When the record no longer matches the rule criteria.

B. When the action is deleted from the workflow queue.

130
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 requirement?

A. Case Assignment Rule
B. Case Comments
C. Auto Response Rule
D. Case Escalation Rule

A

D. Case Escalation Rule

131
Q

The support team has asked the administrator to create a guided process that allows the rep to use scripted screen to collect the appropriate information. Which tool should the administrator use?

A. Workflow Rule
B. Process Builder
C. Cloud Flow Designer
D. Approval Process

A

C. Cloud Flow Designer

132
Q

Company wants to modify the Assignment rule for new cases, but they do not want to reassign if there a existing Lead. Which of the following will accomplish this?

A. Check the Do Not Reassign Owner checkbox
B. Uncheck the Do Not Reassign Owner checkbox.
C. Create criteria based Assingment Rule ISNEW()=False.
D. Add a new Assignment Rule.

A

A. Check the Do Not Reassign Owner checkbox.
C. Create criteria based Assingment Rule ISNEW()=False.

I believe they mean existing Cases. https://trailblazers.salesforce.com/answers?id=90630000000ClSoAAK

133
Q

What level of access can be set when sharing a document folder with users? (Choose 2 answers)

A. Read/Write
B. Read/Write/Create/Delete
C. Read/Write/Create
D. Read-only

A

A. Read/Write
D. Read-only

A. Correct.
B. Incorrect, Create/Delete is not a Option.
C. Incorrect, Create is not a Option.
D. Correct.

134
Q

It is possible for a user to own a record and not see it.

A. True
B. False

A

A. True

True, if the user does not have Read (CRED) permission on their Profile, then they will not see records owned by them.

135
Q

C48 What should a system administrator use to disable access to a custom application for a group of users?

A. Web Tabs
B. Profiles
C. Sharing Rules
D. Page Layouts

A

B. Profiles

A. Incorrect, Web Tabs lets you create Tabs (similar to Object Tabs) that access Websites or Force.com creations. They do not disable access.

B. Correct, Profiles control access to Apps (found under Assigned Apps).

C. Incorrect, Sharing Rules are for opening access to records. They do not disable access or refer to Applications.

D. Incorrect, Page Layouts do not disable access. At best, they allow you to remove selected Fields.. but even Field access is not disabled then.

136
Q

C31 Which profiles listed are a standard Profile? (Choose 3 answers)

A. Marketing User
B. Standard User
C. Invoice Manager
D. Contract Manager

A

A. Marketing User
B. Standard User
D. Contract Manager

The Standard Profiles are: System Administrator, Standard User, Solution Manager, Marketing User, Contract Manager, Ready Only

137
Q

C44 You want to give a profile access to a custom object. What would be the best way to do this?

A. Create a permission set and assign it to relevant users
B. Clone a standard profile and grant additional access
C. Create a new profile and grant access
D. Edit a standard profile

A

B. Clone a standard profile and grant additional access

A. Incorrect, Permission sets (and groups) are granted on the User Record, not on the Profile. In addition, Permission sets are for specific individuals who need them, not for groups of people. If the access was needed for a group of people (Profile), then you would just add the access to the Profile directly.

B. Correct, best practice is to Clone a Standard Profile. Since a Custom Object’s access is not automatically granted to existing Profiles, you would then need to grant the additional access (CRED) to the Object.

C. Incorrect, best practice is to Clone a existing profile.

D. Incorrect, best practice is not to edit existing profiles.

138
Q

What will happen when a user attempts to log in to Salesforce from an IP address that is outside the login IP range of the user’s profile but within the organization-wide trusted IP range?

A. The user will not be able to log in at all.
B. The user will be able to log in without activating the computer
C. The user will be able to log in after the computer is activated
D. The user will be able to log in after answering a security question

A

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

A. Correct, Profile wins over System when it comes to Security.

B. Incorrect, this would be true if the user was within the login IP range of the Profile (or the Profile didn’t have one) and was inside the trusted IP range.

C. Incorrect, this would be true if the user was within the login IP range of the Profile (or the Profile didn’t have one) and was outside the trusted IP range.

D. Incorrect, security questions are used if you need to reset your password.

139
Q

In which scenarios will the sharing button appear?

A. It will always appear
B. When the sharing model for the object is private
C. When the sharing model for the object is private or public read only
D. When the sharing model for the object is public read/write

A

C. When the sharing model for the object is private or public read only

A. Incorrect, the Sharing button will not appear if the object is set to Public Read/Write.

B. Incorrect, the Sharing button will also appear if the object is set to Public Read Only.

C. Correct, the Sharing button will appear if the object is set to Private or Public Read Only.

D. Incorrect, the Sharing button will not appear if the object is set to Public Read/Write.

140
Q

C29 If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to an object?

A. Profile
B. Role Hierarchy
C. Record Type
D. Page Layout

A

A. Profile

A. Correct, the Profile restricts Object access (CRED).

B. Incorrect, Role Hierarchy is used to add access. With OWD Public Read/Write, Role Hierarchy can grant the ability to Delete or Transfer records owned by others.

C. Incorrect, Record Types can change what Page Layouts are available (and/or the picklist values available). They do not restrict or grant access.

D. Incorrect, Page Layouts can change what fields are visible. They do not restrict or grant access.

141
Q

C40 It is possible to share a custom object record manually?

A. True
B. False

A

A. True

True, you can share a custom object record manually as long as the OWD permissions are set to allow Manual Sharing.

142
Q

S48 As part of a Salesforce Stakeholder meeting, the CTO of UC asks the System Administrator to provide information for Total Salesforce Licences, Used Licences, and the Remaining Salesforce licences. Where would the System Adminsitrator find this information

A. Critical Updates
B. Users
C. Company Information
D. Profiles
E. Running a report
A

C. Company Information

A. Incorrect, Critical Updates has information about Salesforce Updates.

B. Incorrect, Users doesn’t show Total/User/Remaining licenses. User Records just show which license has been assigned.

C. Correct, Company Information shows all of this license information.

D. Incorrect, Profiles do not have information on licenses (which are applied to User Records).

E. Incorrect, Reports do not show the Total Licenses or Remaining Licenses. With a Grouping, they may show Used Licenses.

143
Q

E14 Universal Containers uses a private sharing model for Opportunities. The sales team wants sales engineers to be involved in specific Opportunities to help Sales Representatives close deals faster. How can an Administrator meet this request?

A. Add Chatter groups to Opportunities.
B. Enable Chatter Feed Tracking on Opportunities.
C. Add Sales Engineers to Account Teams.
D. Add Sales Engineers to Opportunity Teams.

A

D. Add Sales Engineers to Opportunity Teams.

A. Incorrect, Chatter groups do not provide additional access in a Private model.

B. Incorrect, Chatter Feed Tracking does not provide additional access in a Private model.

C. Incorrect, Account Teams grant additional access options for the Account Object.

D. Correct, Opportunity Teams grants additional access options for the Opportunities Object. End Users can also do this.

144
Q

E27 Criteria-based sharing rules can be created for which objects? (Choose 4 answers)

A. Users 
B. Contacts 
C. Campaign Members 
D. Accounts 
E. Opportunities
A

A. Users
B. Contacts
D. Accounts
E. Opportunities

Campaign Members OWD access is controlled by Lead/Contact or by Campaign. It doesn’t have it’s own Sharing Rules since it used the other Object Sharing Rules settings.

145
Q

E28 When using sharing rules, what users can records be shared with? Choose 2 answers

A. Public groups
B. Roles and subordinates
C. Profiles
D. Queues

A

A. Public groups
B. Roles and subordinates

A. Correct, Sharing Rules allow Public Groups and Roles and subordinates.

B. Correct, Sharing Rules allow Public Groups and Roles and subordinates.

C. Incorrect, Sharing Rules use Public Groups and Roles (Record access).. they do not use Profiles (which are for App/Object/Field access).

D. Incorrect, Queues do not use Sharing Rules. They are a method of assigning ownership for incoming Cases, Leads, or Custom Objects

146
Q

E31 Sales representatives at Universal Containers should not be able to create leads, delete their own accounts, or send mass emails. How can an administrator meet these requirements?

A. Create a sharing rule.
B. Create a custom profile.
C. Modify a standard profile.
D. Change the organization wide default settings.

A

B. Create a custom profile.

A. Incorrect, a Sharing Rule adds access and has to do with records owned by others.

B. Correct, these permissions are found on Profiles or Permission sets. Since this is for a group of people, you would use Profiles. Best practice is to clone a Standard Profile and modify the CRED permissions for Leads/Accounts and add the Mass Email permission.

C. Incorrect, best practice is not to change a Standard Profile.. but instead Clone it and adjust access.

D. Incorrect, OWD controls what access is available for Records owned by others. This doesn’t impact the access to Objects or Mass Email permissions.

147
Q

Which three settings are controlled by a user’s profile? (Choose 3 answers)
or: Which three settings control a user’s profile.

A. Locale settings 
B. Assigned Apps 
C. Record type assignment 
D. Field-level security 
E. Feature license assignment
A

B. Assigned Apps
C. Record type assignment
D. Field-level security

A. Incorrect, Locale settings are controlled by Company Information (by default) or by the User Record (if changed).

B. Correct, a user’s Profile controls App/Object/Record Type/Field access.

C. Correct, a user’s Profile controls App/Object/Record Type/Field access.

D. Correct, a user’s Profile controls App/Object/Record Type/Field access.

E. Incorrect, Feature license assignment is applied to User Records (as are Permission sets).

148
Q

E43 Universal Containers set the organization-wide default setting for opportunities to private. Which records will an opportunity pipeline report return?

A. Opportunities for which the user running the report is also the account owner.
B. Opportunities owned by the user running the report and users below them in the role hierarchy.
C. Opportunities for the entire sales organization regardless of the user running the report.
D. Opportunities owned by the user running the report and users in the same role hierarchy.

A

B. Opportunities owned by the user running the report and users below them in the role hierarchy.

149
Q

E44 The sales operations team at Universal Containers needs to be able to read, edit, delete, and transfer all records owned by sales representatives. How can a systems administrator meet this requirement?

A. Create sharing rules that give sales operations access to records owned by the sales representatives.
B. Add sales operations users to the default account teams for all the sales representatives.
C. Define a role hierarchy where the sales operations role is above the sales representative role.
D. Manually share all records owned by sales representatives with sales operations.

A

C. Define a role hierarchy where the sales operations role is above the sales representative role.

A: This is not possible. Sharing rules permission can be Read or Read/Write. Full access can’t be given through sharing rules. So providing Delete or Transfer permission not possible through sharing rules.

B: Doesn’t make sense. Question talks about all records and not about any specific object.

C: This is Correct.

D: This is not possible. Manual sharing allows the record owner or any user with Full Access to a record, to share the record with a user or group of users. Only the record owner and users above the owner in the role hierarchy are granted Full Access to the record. It is not possible to grant Full Access to other users who are not above in the role hierarchy. So with manual sharing, users who are not in a role hierarchy above the owner will not be able to delete or transfer the record. They can at max read/write

150
Q

C38 What are examples of different types of Sharing Rules? (Choose 4 answers)

A. Case Sharing Rules 
B. Solution Sharing Rules 
C. Lead Sharing Rules 
D. Custom Object Sharing Rules 
E. Account Sharing Rules
A

A. Case Sharing Rules
C. Lead Sharing Rules
D. Custom Object Sharing Rules
E. Account Sharing Rules

B. False, Solutions has no Sharing Rule option. This has been posted as a Idea: https://trailblazer.salesforce.com/ideaView?id=08730000000Br64AAC

151
Q

C12 A user can still report on a field they have access to, if it is hidden from the page layout

A. False
B. True

A

B. True

152
Q

C49 You can restrict a profiles view to a certain field by using which feature?

A. Roles
B. Field Level Security
C. Permission Sets
D. Profiles

A

B. Field Level Security

153
Q

D19 How can a system administrator grant users access to dashboards? (Choose 2 answers)

A. Designate running users
B. Share folders with public groups
C. Share folders with roles
D. Create and share data categories

A

B. Share folders with public groups
C. Share folders with roles

A. False, Designating running users would make it a Dynamic Dashboard, but give no additional access to the Dashboard.

B. Correct, this is a option. The options are similar to those from Sharing Rules.

C. Correct, this is a option. The options are similar to those from Sharing Rules.

D. False, Data Categories is not a option for Dashboard sharing.

154
Q

Universal Containers currently assigns its users from the facilities and IT teams to the same profile. Universal Containers recently created a custom object to track company cars and wants only users from the facilities team to have access to the new object. How can an administrator meet this requirement?

A. Create a custom profile
B. Modify the standard profile currently shared by both teams
C. Assign the facilities team to new role in the role hierarchy
D. Configured field level security on the new object for the facilities team.

A

A. Create a custom profile

155
Q

D42 What permission is set in a user’s profile? (Choose 3 answers)

A. Object Permission 
B. Marketing User 
C. Mass Email 
D. Active 
E. Run Reports
A

A. Object Permission
C. Mass Email
E. Run Reports

156
Q

Universal Containers 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 rules 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

C. Create a profile to grant Account View access and a Permission Set to grant Account Edit access to specific users.

157
Q

C23 A users security token will be refreshed every time their password is changed.

A. False
B. True

A

A. False

158
Q

Previous Universal Containers sales representatives worked on approcimately 200 Accounts with billing addresses in New York, These 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 Billing State equals 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 criteira based on Billing State equals New York.
D. Create a new Account folder for these users with criteria based on Billing State equals New York.

A

C. Create a new Account Sharing Rule for these users with criteira based on Billing State equals New York.

159
Q

Universal Containers has a private sharing model in which Regional Sales Managers are only allowed to view the opportunities in their own regions. For reporting purposes, they additionally need read-only access to opportunities in other regions. What permission can a system Administrator enable to meet this requirement in the Regional Sales Managers custom profiles?

A. “View All” for Opportunities
B. “Visible” for the Sales app
C. “View All Data”
D. “Read” for Opportunities

A

A. “View All” for Opportunities

160
Q

A user is having trouble logging into Salesforce. The user’s login history shows that this person has attempted to log in multiple times and has been locked out of the organization. How can the System Administrator help the user log into Salesforce? (Choose 2 answers)

A. Click Reset Password on the Users Record Detail Page.
B. Log in as the user and enter a new password.
C. Click Unlock on the user’s record detail page.
D. Send an email to the user containing the user’s password.

A

A. Click Reset Password on the Users Record Detail Page.

C. Click Unlock on the user’s record detail page.

161
Q

A marketing user needs to create a new campaign, but the New Button is NOT visible from the campaign home page. The system administrator has verified that the user has the “Create” profile permission for the campaign object. How should the system administrator resolve the issue?

A. Select the Marketing User checkbox in the user record.
B. Select the “Manage Campaigns” profile permission.
C. Grant the user “Read” profile permission for the campaign.
D. Add the new button to the page layout

A

A. Select the Marketing User checkbox in the user record.

162
Q

F15 What must an administrator do when creating a record type?

A. Create a new page layout for the record type
B. Set the field-level security for the record type
C. Assign the record type to the appropriate profiles
D. Add the record type to the required user records

A

C. Assign the record type to the appropriate profiles

163
Q

A system administrator at universal containers created a new account record type. However, sales users are unable to select record type when creating new account records. What is a possible reason for this? 2 answers)

A. The record type does not have an assigned page layout
B. The record type has not been added to the sales user profile
C. The record type has not been set as the default record type
D. The record type has not been activated.

A

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

164
Q

What is a valid organization-wide default option for the Account object?

A. Public Read/Write/Transfer
B. Private
C. No Access
D. Public Read/Write/Delete

A

B. Private

A. False, Transfer is for Cases/Leads.

B. Correct

C. False, No Access is not a Option.

D. False, Delete is not a OWD option, you need Role Hierarchy for that.

165
Q

F26 How can a system administrator restrict users from viewing certain fields in list views, searches, page layouts and reports?

A. Set the field to hidden on the user role
B. Remove the field from page layouts
C. Set the field to hidden using field-level security
D. Remove the field from reports and list views

A

C. Set the field to hidden using field-level security

166
Q

F28 Universal Containers is using a private sharing model. The US sales director needs full access to all records of the US sales representatives. How can this be accomplished?

A. Place the US sales director in a queue with the US sales representative’s
B. Define a role hierarchy where the US sales representatives roll up to the US sales director
C. Give the US sales director read/write/edit/delete object permissions on the profile
D. Define a role hierarchy where the US sales director rolls up to the CEO

A

B. Define a role hierarchy where the US sales representatives roll up to the US sales director

167
Q

F41 A user at Universal container reports an error message when attempting to log in. The administrator checks the user’s login history, but there is no record of the attempted login. What could be cause of this issue?

A. The user is attempting to log in outside of the profile login range
B. The user is attempting to log in outside of the profile IP
C. The user is attempting to log in with wrong username
D. The user is attempting to log in with wrong password

A

C. The user is attempting to log in with wrong username

168
Q

Universal Containers has a private sharing model on Opportunities. The System Administrator has been asked to create a new custom object that will track customer payment information and will link to the Opportunity. Only those users with access to the Opportunity should be able to see records on this new object. How can an administrator meet this requirement?

A. Create a LookUp relationship with Profile Permissions.
B. Create a LookUp relationship with a Criteria Based Sharing Rule.
C. Create a Master-Detail relationship with Profile Permissions.
D. Create a Master-Detail relationship with a Criteria Based Sharing Rule.

A

C. Create a Master-Detail relationship with Profile Permissions.

A. Incorrect, because this would not allow users to “see records” on the custom object if you can access (see) Opportunity (records).

B. Incorrect, because this would not allow users to “see records” on the custom object if you can access (see) Opportunity (records). Sharing Rules would not let you view the Objects (need Profile CREDs)

C. Correct, Master-Detail lets you gain record access to a detail Object, if you have record access to the master Object (LookUp field grants no added record access). Profile (CREDs) give you Object access (Sharing Rules don’t grant Object access).

D. Incorrect, Sharing Rules would not let you view the Objects (need Profile CREDs)

169
Q

D6 What statement about sharing rules is true? (Choose 2 answers)

A. Sharing rules open up access to records
B. Sharing rules are required in public read/write organizations
C. Sharing rules grant delete access to records
D. Sharing rules grant record access to roles and public groups

A

A. Sharing rules open up access to records
D. Sharing rules grant record access to roles and public groups

A. Correct, Sharing rules open access (OWD closes).

B. Incorrect, you already have full access in this OWD organization.

C. Incorrect, you would need Delete permissions on CREDS as well as a higher Role in Role Hierarchy.

D. Correct, choices are Public Groups or Roles and subordinates.

170
Q

D47 Universal Containers set the organization-wide defaults for cases to private. When a case is escalated, case ownership changes to a Tier 2 support agent. How can a system administrator give the sales operations team read/write access to all escalated cases?

A. Create an ownership-based sharing rule
B. Create a criteria-based sharing rule
C. Create a case assignment rule
D. Create a case escalation rule

A

B. Create a criteria-based sharing rule

A. False, the question specified all escalated cases.. not just the ones owned by Tier 2 support agents.

B. Correct, this would work for all escalated cases.

C. False, assignment rule would change ownership, which is not asked for.

D. False, escalation rules are for changing ownership, which is not asked for.

171
Q

Universal Containers has a marketing team set up 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. Change the opportunity owner to the public group.
B. Manually share the record with the public group.
C. Add the public group to the opportunity team.
D. Add the public group to an opportunity queue.

A

B. Manually share the record with the public group.

172
Q

E22 A user profile has login hour restrictions set to Monday through Friday 8:00 am to 5:00 pm. The user logged in at 4:30 pm on a Tuesday and it is now 5:01 pm. Which behavior of the application should the user expect?

A. The user will be able to continue working and start new sessions.
B. The user will be logged out and any unsaved work in-progress will be saved.
C. The user will be able to continue working but will be unable to start any new sessions.
D. The user will be logged out and any unsaved work in-progress will be lost.

A

C. The user will be able to continue working but will be unable to start any new sessions.
D. The user will be logged out and any unsaved work in-progress will be lost.

A. False, the user will be able to continue working on their page (but any unsaved work in-progress will be lost), but cannot start new sessions.

B. False, the user will not be logged out (no clear signal to user that something has changed), any unsaved work in-progress will be lost.

C. Incorrect, the user will not be abler to save work in-progress on the current session.

D. Correct, the user is logged out (no clear signal to user that something has changed), any unsaved work in-progress will be lost.

173
Q

Salesforce users have a session time out of 12 hours. Managment is requesting that timeout be increased to 24 hrs. and that inactive users are logged out at that time. How should a System Administrator accommodate this request?

A. In User Profiles, type 24 hours in the Timeout section, and check the box for Force logout on session timeout.
B. In Session Settings choose 24 hours, and check the box for Force logout on session timeoout.
C. In User Records, type 24 hours in the Timeout section, and uncheck the box for Force logout on session timeout.
D. In Session Settings choose 24 hours, and uncheck the box for Force logout on session timeoout,

A

B. In Session Settings choose 24 hours, and check the box for Force logout on session timeoout.

A. False, under User Profiles (System Settings), there is no “Force Logout on session timeout” available.

B. Correct, under Settings > Security > Session Settings, you can see the checkbox for “Force Logout on session timeout”.

C. False, under User Profiles (System Settings), there is no “Force Logout on session timeout” available.

D. False, unchecking this box will mean the users are not Forced to logout on session timeout.

174
Q

Universal Containers wants to ensure that its org is secure and has asked an Administrator to configure password requirements for its users. Which three actions are Administrators able to configure? Choose 3 answers.

A. Set requirement that passwords must b eunique for each user.
B. Set the length of time before passwords expire.
C. Set maximum invalid logi nattempts.
D. Set password complexity requirements.
E. Set prohibited password values.

A

B. Set the length of time before passwords expire.
C. Set maximum invalid logi nattempts.
D. Set password complexity requirements.

175
Q

An Administrator has been asked to give all users in the Marketing User profile the View All permission for Campaigns. In which two ways can this be accomplished? Choose 2 answers.

A. Assign a permission set to all users.
B. Assign all users to a custom profile.
C. Enable the Marketing User checkbox.
D. Modify the Marketing User profile.

A

A. Assign a permission set to all users.

D. Modify the Marketing User profile.

176
Q

Which two types of record access can an administrator grant through sharing rules? Choose 2 answers.

A. Read/Write/Delete
B. Read/Write
C. Read Only
D. Read/Write/Transfer

A

B. Read/Write

C. Read Only

177
Q

Universal Containers has Public Read/Write Organization-wide Default 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-side Default Sharing to Public Read-only.

A

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

178
Q

D18 How can a system administrator add users to a Salesforce organization using Chatter Free (Choose 2 answers)

A. Assign Chatter Free licenses to existing Salesforce users
B. Enable invites to allow users to invite others within specified email domains
C. Create users in the organization and assigned them a Chatter Free license
D. Assign Chatter Free licenses to users outside the specified email domains

A

B. Enable invites to allow users to invite others within specified email domains
C. Create users in the organization and assigned them a Chatter Free license

A. This doesn’t add users.
D. This would be Chatter External for users outside the email domain.

179
Q

The sales team at Universal Containers wants an easy solution to gather customer requirements and share presentations with their customers. What should an administrator do to help the sales team achieved this goal? (Choose 2 answers)

A. Add customers to private Chatter groups
B. Create opportunity teams for customers
C. Add customers to libraries
D. Use Chatter files to share presentations

A

A. Add customers to private Chatter groups

D. Use Chatter files to share presentations

180
Q

D50, E12 Which statement about Chatter posts and comments is true? (Choose 2 answers)

A. Updates to the Chatter feed on a record are only visible to user with access to the record
B. Posts to a user’s profile can be made private by click the lock icon
C. Posts to user’s profile are hidden from anyone below the user in the role hierarchy
D. Posts made to a user’s profile are visible to all users in the organization

A

A. Updates to the Chatter feed on a record are only visible to user with access to the record
D. Posts made to a user’s profile are visible to all users in the organization

181
Q

High priority accounts at Universal Containers have an assigned District Manager, Sales Representative, Inside Sales Represntative, 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 various interactions. How should an Adminstrator meet these requirements?

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

B. Log a separate Task, Call, or Activity on the Account.

182
Q

Sales users need an easy way to let their colleagues know when they go on vacation. How should an Administrator accomplish this task quickly?

A. Create a Workflow rule to send an email alert about the user’s vacation dates.
B. Enable “Out of Office” message in Chatter.
C. Enable “Outlook Sync” with Salesforce.
D. Use the Process Builder to add the user’s vacation days to the department calendar.

A

B. Enable “Out of Office” message in Chatter.

183
Q

What are the features of chatter? Choose 3

A. Events 
B. Notes
C. Like
D. Bookmark 
E. Follow
A

C. Like
D. Bookmark
E. Follow

184
Q

When users follow people and records:

A. They see updates from users and records in their feeds
B. They automatically receive a text message whenever the person posts something or whenever the record changes
C. They no longer have the option to unfollow that person or record. It’s on for life.
D. The people and records that a user follows automatically follow the user that started following them

A

A. They see updates from users and records in their feeds

185
Q

Which three types of customization can be done on Activities (task and events)?

A. Assignment rules
B. Custom Fields
C. Field Tracking
D. Workflow rules
E. Validation rules
A

B. Custom Fields
D. Workflow rules
E. Validation rules

186
Q

Which are the features of Chatter? Choose 3

A. Recommendations
B. Feeds
C. Events
D. Notes
E. Bookmarks
A

A. Recommendations
B. Feeds
E. Bookmarks

187
Q

When does emoji icon appear in chatter publisher in lightning experience?

A. When a user creates new chatter posts and comments
B. When a user creates a new chatter profile
C. When a user creates a new chatter quip file.
D. When a user creates a new chatter group.

A

A. When a user creates new chatter posts and comments

188
Q

What should an administrator consider when setting up case feed?

A. Case feed requires the Service Cloud User feature license
B. Chatter Feed tracking must be enabled for the case object
C. The Use Case Feed permission is automatically active for all profiles.
D. Case feed replaces the standard case detail page by default.

A

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

189
Q

What functionality is available to users when adding files in Lightning Experience?

A. Create, share, and collaborate on documents with Quip without an external file provider
B. Mass upload Quip documents using the data loader
C. Create a new Quip file and add security from a downloaded file in Chatter
D. Access an external file provider and request secure Quip access

A

A. Create, share, and collaborate on documents with Quip without an external file provider

190
Q

When are Data validation Rules Enforced?

A. Upon closing the record
B. Upon opening a record
C. Upon editing a field
D. Upon saving a record

A

D. Upon saving a record

191
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 picklist, 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 don’t have access to the Large Enterprise Record Type.
B. The two picklist values are unavailable to the Record Type.
C. The users don’t have access to the picklist field.
D. There are contradicting validation rules on the picklist field.

A

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

Workflow rules do not trigger validation rules.
https://help.salesforce.com/articleView?id=fields_validation_considerations.htm&type=5

192
Q

C60 A user can save a record even if a data validation error message appears.

A. False
B. True

A

A. False

193
Q

A System Administrator at Universal Container needs to prevent sales representatives from editing fields on an opportunity once the opportunity has been moved to the closed stage. Which data validation tool can be used to accomplish this? (Choose 2 answers)

A. Workflow approvals
B. Formula fields
C. Record types and read-only page layouts
D. Data validation rules

A

C. Record types and read-only page layouts
D. Data validation rules

A. Incorrect, approvals on all fields after being moved to closed stage would be a tedious and prolonged process. Too much so for a high number of opportunities.

B. Incorrect, formula fields make calculations. They do not control access to fields.

C. Correct, setting up a record type for closed stage (via automation) with all fields on page layout set to read only.

D. Correct, this is the most common way to perform validations that keep you from editing fields (if closed stage, then ISCHANGED to all fields you don’t want edited)

194
Q

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

A. When records are deleted by a user
B. When records are imported
C. When records are edited and saved by a user
D. When records are updated by a workflow rule
E. When records are submitted using web-to-lead

A

B. When records are imported
C. When records are edited and saved by a user
E. When records are submitted using web-to-lead

A. Incorrect, deletion is not saving.. thus does not trigger validation rules.

B. Correct, validation rules automatically run on imported records. You can deactivate them before importing.

C. Correct, validation rules run when you click save on a record after editing.

D. Incorrect, workflow rules do not trigger validation rules. Weblink

E. Correct, when a record is created (and thus saved), validation rules trigger. Although possible, this is a possible way to lose web-to-leads due to validation and no one gets a warning this is happening.

195
Q

C8 How many objects may be imported or updated using the data loader in one operation?

A. 5
B. 1
C. 10
D. Unlimited

A

B. 1

A. Incorrect

B. Correct, all data importers can operate on only a single object per operation (except data import wizard that can do 2: accounts & contacts)

C. Incorrect

D. Incorrect, unlimited is rarely a option. 5 million max records for data loader. 50,000 max records for data import wizard.

196
Q

When importing data, what happens if some records do NOT meet the data validation criteria?

A. Import process ignores the data validation criteria
B. Import process aborts when it encounters the first invalid record
C. Import process fails only for the records with invalid data.
D. Import process requires user authorization to import the invalid records

A

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

A. Incorrect, validation rules always trigger unless deactivated before importing.

B. Incorrect, encountering a unmapped universally required field aborts the import process.

C. Correct

D. Incorrect, validation rules are not designed to be bypassed. Validation rules block invalid data.

197
Q

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

A. Account Name & Contact Name
B. Account ID & Contact ID
C. Account ID & User ID
D. Account ID & Contact Email Address

A

B. Account ID & Contact ID

A. Incorrect, because it’s possible that using a Account Name or Contact Name might refer to more than one account or contact at that account.

B. Correct, both Account & Contact to import using Data Import Wizard (since it combines both objects in import). Having a unique ID is better than having a Name, because Names might not be unique.

C. Incorrect, because there would be no way to connect the incoming email address with a particular person (missing a Contact unique identifier). Users are not Contacts.

D. Incorrect, because there would be no way to connect the incoming email address with a particular person (missing a Contact unique identifier)

198
Q

Why should you consider using the Import Wizard over the Data Loader?

A. If you need to import more than 1,000,000 records
B. If you need to import to custom objects only
C. You need field auto-mapping functionality
D. If you require some De-Duplication

A

D. If you require some De-Duplication

A. Incorrect, Data Import Wizard handles a maximum of 50,000 records from Campaign Members, Leads, Contacts, Accounts, Solutions, Custom Objects (not Opportunities, Products, Activities; ACLSCc).

B. Incorrect, both importers allow custom objects.

C. Incorrect, both importers use auto-mapping of some fields.

D. Correct, Data Import Wizard can prevent duplicates (as well as optionally turn off workflow rules and proccesses/flows).

199
Q

Universal Containers needs to upload 1 million new Account records to Salesforce. What should the Administrator recommend to perform this data upload?

A. Use an App Exchange app.
B. Use the Data Import Wizard.
C. Use the Data Loader.
D. Contact Salesforce

A

C. Use the Data Loader.

200
Q

E53, F25 A marketing user has received a file of leads to import. What tool can be used to avoid duplicate leads?

A. Merge Leads function
B. Validation Rules
C. Data Loader
D. Import Wizard

A

D. Import Wizard

A. Incorrect, this is not used as part of import.

B. Incorrect, Validation rules are to block saving and don’t check for duplicates.

C. Incorrect, Data Loader will allow duplicates.

D. Correct, Data Import Wizard can prevent duplicates

201
Q

What are three considerations when a user is importing data via Data Loader?

A. Validation rules do not execute when importing data.
B. Importing data into checkbox fields allows for the use of TRUE/FALSE.
C. Field-Level Security access determines which fields will be visible.
D. Restricted picklists, a new picklist value will be ignored and the default value applied.
E. Unrestricted picklists, a new picklist value will be applied but will not be added to the picklist.

A

B. Importing data into checkbox fields allows for the use of TRUE/FALSE.
C. Field-Level Security access determines which fields will be visible.
E. Unrestricted picklists, a new picklist value will be applied but will not be added to the picklist.

A. Incorrect, validation rules do execute when importing data and block importing that one record.

B. Correct, a 0 or 1 number value gets converted into True or False; 1 = True, 0 = False.

C. Correct, although this doesn’t have much to do with importing.

D. Incorrect, a new picklist value would result in not importing that one record.

E. Correct, on unrestrited picklists, new picklist value are imported but not added to picklist.

202
Q

C57 What should a system administrator consider before importing a set of records into Salesforce? (Choose 2 answers)

A. Currency field values will default to the personal currency of the record owner
B. The import file should include a record owner for each record
C. Data should be de-duplicated in the import file prior to import
D. Validation rules are not triggered when importing data using the import wizard

A

B. The import file should include a record owner for each record
C. Data should be de-duplicated in the import file prior to import

A. Incorrect, blank Currency fields default to the personal currency of the running user.

B. Correct, this is best practice since records without record owners would default to the runing user.

C. Correct, this is best practice (especially in Data Loader which does not block duplicates).

D. Incorrect, validation rules are triggered during imports.

203
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

C. Data Loader

A. Incorrect, Data Import Wizard does not support Products or Pricebooks.

B. Incorrect, this ability does not exist.

C. Correct, Data Loader can handle all Objects.

D. Incorrect, this is for transferring existing records to another owner.

204
Q

D24 The system administrator at Universal Containers needs to mass update the lead source on a number of opportunity records. How can this be accomplished? (Choose 2 answers)

A. Export opportunities and update using the import wizard
B. Export opportunities and update using the data loader
C. Create a list view for opportunities and update using inline editing
D. Use similar opportunities to update the opportunities.

A

B. Export opportunities and update using the data loader
C. Create a list view for opportunities and update using inline editing

A. Incorrect, opportunities are not supported by Import Wizard. You also cannot export data.

B. Correct, Data Loader supports Opportunities and allows export and import.You would update the lead source after exporting and before importing.

C. Correct, you can do this as long as “Enhanced Lists” and “Inline Editing”.

D. Incorrect, similar opportunities allow sales users to view past opportunities that are similar to help make decisions about new opportunities.

205
Q

Which two types of records can be transferred from one user to another during a mass transfer of account records? (Choose 2 answers)

A. Open cases
B. Closed activities
C. Related custom object records
D. Closed cases

A

A. Open cases
D. Closed cases

A. Correct, open cases owned by the existing account owner is transferred (open cases owned by some other support user is not transferred)

B. Incorrect, Closed Activities are not transferred.

C. Incorrect, related custom objects records are not transferred. Related standard object recordsa are transferred (by rule of Associated Records).

D. Correct, all closed cases are transferred.

206
Q

F14 A system administrator at Universal Containers needs to transfer records from one user to another. What object can be transferred using the mass transfer tool? (2 answers)

A. Leads
B. Campaigns
C. Quotas
D. Accounts

A

A. Leads
D. Accounts

A. Correct, don’t lose any Leads.

B. Incorrect, Campaigns is not tranfserrable (perhaps because you need to be a Marketing User to edit Campaigns)

C. Incorrect, Quotas are target numbers for revenue or opportunity number. They would not pertain to a new owner.

D. Correct, someone should be managing a account.

207
Q

D48, F40 Universal Containers needs to synchronize data between Salesforce and an external financial system. How can a system administrator accomplish this?

A. Use the data loader to upsert Salesforce records into the financial system.
B. Use the data loader to match records between the systems
C. Use the Excel connector to export records from both systems into Excel
D. Use an external ID field to match records between the systems

A

D. Use an external ID field to match records between the systems

A. Incorrect, Data Loader is designed for Salesforce and not connected to other financial systems.

B. Incorrect, Data Loader doesn’t have the ability to match records.

C. Incorrect, Salesforce would not suggest a external program (Excel) to do a feature.

D. Correct, since the external ID field keeps the ID that shows up on the other system.

208
Q

D46, F58 Universal Containers wants to automatically back up all the Salesforce data on a monthly basis. Which tool can a system administrator use to meet this requirement?

A. Data export service
B. Analytic snapshot
C. Import wizard
D. Scheduled report.

A

A. Data export service

A. Correct, this is what Data Export Service is for and allows attachments.

B. Incorrect, Analytic Snapshots “allow you to load data from a Custom Report to a Custom Object on a regularly scheduled basis.” This in turn allows you to create Reports and Dashboards based on the data in the Custom Object. This is not a backup.

C. Incorrect, Import Wizard cannot export.

D. Incorrect, Scheduled report can export data, but would not export attachments and would be cumbersome to do exports on every Object.

209
Q

E21 Universal Containers requires that its Salesforce account data, including attachments, be backed up weekly. Which tool should a Systems Administrator use to accomplish this?

A. Account report export
B. Data export service
C. Account analytic snap shot
D. Data loader

A

B. Data export service

A. Incorrect, Scheduled report can export data, but would not export attachments and would be cumbersome to do exports on every Object.

B. Correct, this is what Data Export Service is for and allows attachments.

C. Incorrect, Analytic Snapshots “allow you to load data from a Custom Report to a Custom Object on a regularly scheduled basis.” This in turn allows you to create Reports and Dashboards based on the data in the Custom Object. This is not a backup.

D. Incorrect, Data Loader allows scheduled exports with attachments.. but this is not the best backup tool to restore from.

210
Q

Which set of small and large data backup methods are available native in Salesforce?

A. Mass Exports, Weekly Data Export Service, Data Loader Exports
B. Report Exports, Weekly Data Export Service, Data Loader Exports
C. Dashboard Exports, Report Exports, Weekly Data Export Service
D. Mass Export Service, Weekly Data Export Service, Data Loader Exports

A

B. Report Exports, Weekly Data Export Service, Data Loader Exports

A. Incorrect, “Mass Export” is not a feature.

B. Correct.

C. Incorrect, Dashboards cannot export.

D. Incorrect, “Mass Export Service” is not a feature.

211
Q

2020 Summer “Recently one of Ursa Major Solar’s competitors lost critical data after a powerful hurricane caused multiple power outages. Ursa Major Solar needs to ensure that its Salesforce data is backed up and protected from such an event. Which two statements are true regarding this goal? Choose 2 answers.

A. Salesforce offers a weekly or monthly backup service via a zip file.
B. Ursa Major Solar can download an app from the App Exchange.
C. Salesforce offers a daily backup service via a zip file.
D. Contact Salesforce Support for a free backup.”

A

A. Salesforce offers a weekly or monthly backup service via a zip file.
B. Ursa Major Solar can download an app from the App Exchange.

Data Export can do weekly or monthly (but not daily) backups.

212
Q

Universal Containers uses a Private data access model for Cases. Support agents own cases and occasionally product specialists need access to cases in their product line. Which two actions will result in the needed access? Choose 2 answers.

A. Case owners configure pre-defined case teams.
B. A case escalation rule assigns ownership to product specialists.
C. Administrators configure pre-defined case teams and assignment rules.
D. Case owners manually add product specialists to ad hoc case teams.

A

C. Administrators configure pre-defined case teams and assignment rules.
D. Case owners manually add product specialists to ad hoc case teams.

213
Q

How do you delete a user?

A. Going to their profile and clicking the delete button
B. Using an external application
C. You cannot delete a Salesforce User
D. Deleting all information from their profile.

A

C. You cannot delete a Salesforce User

214
Q

Which two feature licenses can be assigned to a user record in Salesforce? (Choose 2 answers)

A. Service Cloud User
B. Console User
C. Knowledge User
D. Opportunity User

A

A. Service Cloud User
C. Knowledge User

Possible Licenses: Chatter Answers User, Flow User, Knowledge User, Chat User, Marketing User, Offline User, Salesforce CRM Content User, Service Cloud User (required to access the Salesforce Console for Sales), Site.com Contributor User, Site.com Publisher User, WDC User.

B. False, meant to mislead, Service Cloud User gants access to Console.

D. False, access to Opportunity is available with standard licensing.

215
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. 7 days

7 days is the default.

216
Q

E55 A marketing user needs to create a new campaign, but the New button is NOT visible from the campaign home page. The system administrator has verified that the user as the “Create” profile permission for the campaign object. How should the system administrator resolve the issue?

A. Add the New button to the page layout using the page layout editor.
B. Select the Marketing User checkbox in the User Record.
C. Grant the user “Read” profile permission for the Campaign object.
D. Select the “Manage Campaigns” profile permission.

A

B. Select the Marketing User checkbox in the User Record.

217
Q

Universal Containers 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?

A. Create them with the User Import Wizard and ensure active is unchecked.
B. Create a .csv file ensuring that IsActive = False, and use the data loader 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

B. Create a .csv file ensuring that IsActive = False, and use the data loader insert.
D. Click Add Multiple Users and ensure that Generate New Password and Notify User Immediately are unchecked.

A. False, there is no User Import Wizard. The closest thing is the Data Import Wizard, which does not support the Users Object (Accounts+Contacts, Leads, Campaign Members, Solutions).

B. Correct, this is the most common way for large numbers of new users

C. False, Workflows cannot do this (TEFO).

D. Correct, this is a option under Users.

218
Q

As part of a Salesforce Stakeholder meeting, the CTO of Universal Containers asks the System Administrator to provide infomration for Total Salesforce Licences, Used Licences, and the Remaining Salesforce licences. Where would the System Adminsitrator find this information?

A. Critical Updates
B. Users
C. Company Information
D. Profiles
E. Running a report
A

C. Company Information

219
Q

A Salesforce Administrator is creating a new user. What should the Admin 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

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

220
Q

A Salesforce user at Universal Containers has been deactivated. What will happen to the records the user owns in Salesforce?

A. All records are automatically assigned to another user.
B. All records are automatically deleted.
C. All records are assigned to the deactivated user until reassigned.
D. All records are automatically assigned to the Administrator.

A

C. All records are assigned to the deactivated user until reassigned.

221
Q

Universal Containers has purchased 25 new Salesforce licenses. How many users can a System Administrator create at thè same time on the Add Multiple Users page?

A. A maximum of 10 users.
B. An unlimited number of users.
C. A maximum of 5 users.
D. maximum of 25 users.

A

A. A maximum of 10 users.

222
Q

Quotes & Opportunities are part of which cloud product?

A. Marketing Cloud
B. Service Cloud
C. Sales Cloud
D. Analytics Cloud

A

C. Sales Cloud

223
Q

D17. E33 A sales user at Universal Containers has updated the opportunity stage for an opportunity in the pipeline. What may be updated as a result of the stage change? (Choose 2 answers)

A. Sales quota
B. Forecast category
C. Account Rating
D. Probability

A

B. Forecast category
D. Probability

These are values that must be added as part of entering a new value in the Opportunity Stage field.

224
Q 
The VP of Sales is using Collaborative Forecasting to track sales rep quote attainment. the VP wants to be notified when the salse reps move the Opportunity Stage backwards in the sales process. Which feature should the System Administrator use? 
A.  Validation Rule
B.  Field History Tracking
C. Workflow rule
D. Big Deal Alert
A

C. Workflow rule

‘track sales rep quote attainment’ = Has the sales rep met (attaned) their quota?

225
Q

F44 Universal container uses a private sharing model for opportunities. The sales team wants sales engineers to be involved in specific Opportunities to help sales representatives close deals faster. How can an administrator meet this requirement?

A. Add sales engineers to account teams.
B. Add chatter groups to opportunities.
C. Enable Chatter Feed tracking on
D. Add sales engineers to opportunity teams.

A

D. Add sales engineers to opportunity teams.

226
Q

When working on opportunities, sales representatives at Universal Containers 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? Choose 2 answers

A. Big Deal Alerts
B. Opportunty Dashboard
C. Opportunity Update Reminders
D. Chatter Groups

A

B. Opportunty Dashboard

D. Chatter Groups

227
Q

Sales representatives at Universal Containers 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 Opprtunity page layouts, as well adding this data to reports.

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 Accounts, Contacts, and Opportunities.
C. Add a new value to the Type field on Tasks used for Accounts, Contacts, and Opportunities.
D. Have the user manually enter the meeting details in the Account Comments.

A

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

228
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 Adminisistrator meet this requirement?

A. Ask the Sales Manager to create the Dashboard from the Opportunities by User Report and save it to her private Dahsboards Folder.
B. Ask the Sales Manager to create the Dashboard from the Oportunities 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. Create the Dashboard from the Opportunities by User Report, then save it in the shared Dashboard Folder as a Dynamic Dashboard.

A

D. Create the Dashboard from the Opportunities by User Report, then save it in the shared Dashboard Folder as a Dynamic Dashboard.

229
Q

D5 What item appears in a user’s My Unresolved items after synchronization using Salesforce for Outlook? (Choose 2 answers)

A. Notes not associated to a record
B. Emails not associated to a record
C. Contacts not assigned to a record
D. Cases not assigned to a record

A

B. Emails not associated to a record

C. Contacts not assigned to a record

230
Q

E3 What can users do with Mobile Lite? (Choose 2 answers)

A. View campaigns and manage campaign members.
B. View, create, edit, and delete, accounts, contacts, and opportunities.
C. View, create, edit, and delete custom objects.
D. Search for records that were not previously downloaded to a mobile device.

A

B. View, create, edit, and delete, accounts, contacts, and opportunities.
D. Search for records that were not previously downloaded to a mobile device.

231
Q

D38 What should system administrators consider when setting up Mobile Lite? (Choose 2 answers)

A. It allows access to all standard objects in the organization
B. It allows access to most custom objects in the organization
C. It must be enabled for the entire organization
D. Only recently viewed records are synchronized

A

C. It must be enabled for the entire organization
D. Only recently viewed records are synchronized

With Summer ’16, the free, restricted version of Salesforce Classic Mobile (also known as Mobile Lite or Salesforce Classic Lite) is no longer available for new orgs or for existing orgs that don’t have this option enabled. But if your org has the free version of Salesforce Classic Mobile turned on when Summer ’16, there’s no change for you or your users.

232
Q

E56 When are validation rules applied when using Salesforce for Outlook?

A. Every time a record is saved.
B. Every time a record is updated.
C. Every time a user views a record.
D. Every time data is synchronized with the server.

A

D. Every time data is synchronized with the server.

233
Q

“Marketing wants to brand the Salesforce Mobile app to match Universal Containers 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

A. Brand Color, Loading Page Color, and Loading Page Logo

https://help.salesforce.com/articleView?id=salesforce_app_customize_branding.htm&type=5

234
Q

Users Create expense reports and attach receipts in an Expenses App before submitting them for approval. What should the Adminstrator consider configuring for the User when enabling this for Salesforce Mobile?

A. Users can search Salesforce Records, attach receipts as photos, and approve records from Chatter.
B. Users can use search, create List Views, and receive record push notifications from Chatter.
C. Users can create records, attach receipts as photos, and submit for approval.
D. Users can create List Views, attach receipts as photos, and submit for approval.

A

C. Users can create records, attach receipts as photos, and submit for approval.

No Create List Views or Approve from Chatter.

235
Q

A Lightning for Outlook layout can be assigned to which two options? Choose 2 answers.

A. Profile
B. Team
C. User
D. Role

A

A. Profile

C. User

236
Q

The customer service team wants to capture emails sent to support@organization.com as cases within Salesforce. Attachments up to 5 MB must be supported. Which of the following features is ideally suited?

A. Salesforce for Outlook
B. On-Demand Email-to-case
C. Email-to-case
D. Web-to-case

A

B. On-Demand Email-to-case

237
Q

A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used?

A. Case Assignment Rules
B. Email to Case
C. Case Escalation Rules
D. Web to Case

A

A. Case Assignment Rules

238
Q

Universal Containers (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 an Escalation Rule entry for each picklist value and set to zero minutes.
C. Create Assignment Rules based on the picklist values to move Cases to a Queue.
D. Create Record Types for each picklist value and assign to each product team’s profile.

A

C. Create Assignment Rules based on the picklist values to move Cases to a Queue.

239
Q

Users cannot 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 user record and check the box for Manage Public Folders
B. Go to the email templates and manually share each with the speific users.
C. Go to the email templates and manually share each with the Profile of the speific users.
D. Go to the profile of each user and check the box for Manage Public Templates.

A

D. Go to the profile of each user and check the box for Manage Public Templates.

240
Q

D22 Which statement is true regarding the Answers community? (Choose 2 answers)

A. Data categories control access to articles and questions
B. Unanswered questions are automatically escalated to new cases
C. Community experts must be internal Salesforce user
D. Answers can be displayed externally on customer or partner portal

A

A. Data categories control access to articles and questions

D. Answers can be displayed externally on customer or partner portal

241
Q

F50 How can knowledge articles be used? (2 answers)

A. To display Salesforce answers
B. To display Salesforce solutions
C. To display for customer self-service
D. To resolve customer cases

A

C. To display for customer self-service

D. To resolve customer cases

242
Q

What should an administrator consider when setting up a case feed?

A. The Case Feed permission is automatically active for all profiles
B. Case Feed replaces the standard case detail page by default
C. Case Feed requires the Service Cloud User feature license
D. Chatter Feed tracking must be enable for the case object

A

D. Chatter Feed tracking must be enable for the case object

243
Q

D45 Where can the multilingual solution search feature be enabled? (Choose 2 answers)

A. Public Knowledge base
B. Salesforce Content
C. Self-service portal
D. Solutions tab search

A

A. Public Knowledge base
C. Self-service portal

Salesforce Admin Study Guide
Salesforce Admin Study Guide
100%
12
E18

Select Enable Multilingual Solution Search in Self-Service Portal and Enable Multilingual Solution Search for Public Knowledge Base to allow customers to view solution search results in a specific language or all supported languages via a language drop-down list.
To enable screen reader support, press Ctrl+Alt+Z To learn about keyboard shortcuts, press Ctrl+slash

Select Enable Multilingual Solution Search in Self-Service Portal and Enable Multilingual Solution Search for Public Knowledge Base to allow customers to view solution search results in a specific language or all supported languages via a language drop-down list.
Turn on screen reader support

244
Q

D58 What is a capability of the Service Cloud (customer) portal? (Choose 2 answers)

A. Customers can view and edit contacts related to their own accounts
B. Customers can log, view, edit and close their own cases
C. The portal can be customized with corporate branding
D. The portal and its users can be created without additional licensing

A

B. Customers can log, view, edit and close their own cases

C. The portal can be customized with corporate branding

245
Q

What is the purpose of the service cloud (customer) portal? (2 answers)

A. To share support reports and dashboards with high profile accounts
B. To provide Web self-service by exposing knowledge articles
C. To allow customers to log and check the status cases online
D. To allow partners to access contact records for case collaboration.

A

B. To provide Web self-service by exposing knowledge articles
C. To allow customers to log and check the status cases online

246
Q

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

A. Associate the Content delivery with a record.
B. Customize the URL assigned to the Content delivery.
C. Encrypt certain content delivery files.
D. Password protect content deliveries that contain sensitive data.

A

A. Associate the Content delivery with a record.

D. Password protect content deliveries that contain sensitive data.

247
Q

When case assignment rules are being set up, cases can be assigned to whom?
or What are two valid assignee options when configuring Case Assignment Rules?
or In which two places should cases be assigned when case assignment rules are being set up? (Choose 2 answers)

A. Queue
B. Case team
C. Contact
D. User

A

A. Queue

D. User

248
Q

All of the following objects may have a queue EXCEPT

A. Cases
B. Accounts
C. Leads
D. Custom Objects

A

B. Accounts

249
Q

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

A. Account
B. Opportunity
C. Case
D. Product

A

C. Case

250
Q

Universal Containers 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. Content
C. SOS
D. Live Agent

A

A. Knowledge
C. SOS

SOS is to allow video chat/shared screen with mobile phones.

251
Q

Universal Containers 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 requirement?

A. Workflow Feild Update
B. Case Escalation Rules
C. Assignment Rules
D. Case Team Routing

A

C. Assignment Rules

252
Q

E54 Which statement about Community experts is true? (Choose 2 answers)

A. Community experts are designated by an icon.
B. Community experts can be designated for Salesforce Ideas and Answers.
C. Community experts can delete inappropriate community content.
D. Community experts can be designated for Salesforce Ideas.

A

A. Community experts are designated by an icon.

B. Community experts can be designated for Salesforce Ideas and Answers.

253
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 convert Leads to Opportunities given a predefined set of conditions.
C. A knowlege base composed of articles that can be written and used by support agents.
D. A knowledge base that uses AI to generate an article and solve the customer support issues.

A

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

254
Q

D4 What is a capability of Salesforce Knowledge? (Choose 2 answers)

A. Knowledge automatically creates a solution for each new article
B. Knowledge uses data categories and roles to make articles visible to specific users
C. Knowledge only allows a single article type across all data categories
D. Knowledge allows an organization to share articles with partner portal users

A

B. Knowledge uses data categories and roles to make articles visible to specific users
D. Knowledge allows an organization to share articles with partner portal users

255
Q

What are two features of Knowledge? Choose 2 answers

A. Knowledge articles are always publicly available for customers.
B. Knowledge articles integrate with Service Console.
C. Users can rate the helpfulness of articles.
D. Any user can write and publish articles.

A

B. Knowledge articles integrate with Service Console.

C. Users can rate the helpfulness of articles.

256
Q

Universal Containers wants to track page view in a published Community. What should an Administrator do to meet this requirement?

A. Enable Salesforce Tracking from Community Builder
B. Create a new custom Report Type using community object
C. Enable Google Analytics and add tracking ID
D. Assign Lightning Component to Community page

A

C. Enable Google Analytics and add tracking ID

https://help.salesforce.com/articleView?id=community_builder_google_id.htm&type=5

257
Q

What can an administrator configure for users on the search results? (4 answers)

A. Filters by which users can narrow down results
B. Objects included in the search
C. Fields being searched on for each object.
D. Number of records displayed for each object.
E. Columns displayed for each object.

A

A. Filters by which users can narrow down results
C. Fields being searched on for each object.
D. Number of records displayed for each object.
E. Columns displayed for each object.

258
Q

F6 What user interface setting must be enabled for users to edit records in a list view? (2 answers)

A. Enhanced lists
B. Enhanced page layout editor
C. Inline editing
D. Enhanced profile list views

A

A. Enhanced lists

C. Inline editing

259
Q

Which setting can a system administrator enable in the Salesforce user interface? (Choose 2 answers)

A. Chatter Message for specific users
B. Related list hover links
C. Printable list views
D. Customizable recent tags

A

B. Related list hover links

C. Printable list views

260
Q

D27 Universal Containers requires that the organization-wide default for opportunities be set to public read/write. However, sales users are complaining that opportunities reports return too many results, making it difficult to find their team’s opportunities in the report results. How can the system administrator address this problem?

A. Update the sharing rules to limit user access to certain opportunities
B. Move the opportunity reports into each user’s personal report folder
C. Move the opportunity reports into a folder with restricted access
D. Use the Show filter to filter report results and reduce records returned

A

D. Use the Show filter to filter report results and reduce records returned

261
Q

E4 Which component can be included in a custom home layout? (Choose 3 answers)

A. Analytic snapshots 
B. Pending approvals list 
C. Messages and alerts 
D. Trending Chatter Topics 
E. Dashboard components
A

B. Pending approvals list
C. Messages and alerts
D. Trending Chatter Topics
E. Dashboard components

262
Q

Which currency is used as the basis for all currency conversion rates when the multiple currencies feature is enabled?

A. Personal currency
B. Corporate currency
C. Record currency
D. Active currency

A

B. Corporate currency

263
Q

F13 Which statement is true if a custom fiscal year is enabled? (2 answers)

A. The custom fiscal year automatically updates product schedules.
B. The custom fiscal year must be defined manually
C. The defined custom fiscal year only affects forecasts
D. The custom fiscal year setting CANNOT be disabled

A

B. The custom fiscal year must be defined manually

D. The custom fiscal year setting CANNOT be disabled

264
Q

To track revenue gain or loss based on currency fluctuations, you must implement what feature?

A. Advanced Currency Management
B. Sandbox
C. Multi-Currency
D. Territory Management

A

A. Advanced Currency Management

265
Q

What is affected by changing the default locale setting for an organization?

A. Time zone
B. Currency
C. Language
D. Date fields

A

D. Date fields

A,B,C. Europe locale has multiple time zones, currencies, and languages.

D. Format of date, time, names, addresses

266
Q

What is the Impact on a User of the Organization level Locale Changes?

A. The user’s locale will also be changed to the organization’s default locale.
B. There will be no impact on the User as he keeps on using default Locale setting on his user record.
C. The user will be prompted for a choice whether to follow the Organization’s Locale setting or not
D. The user will see everything based on the organization’s new locale setting the next time he logs on

A

B. There will be no impact on the User as he keeps on using default Locale setting on his user record.

Salesforce Admin (reviewed) (5 decks)

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