Salesforce Cert Admin. Flashcards
What two valid assignee options should an administrator use to configure case assignment rules? Choose 2 answers
User
Queue
Universal Containers has enabled Data Protection and Privacy for its org.
Which page layouts will have the Individual field available for tracking data privacy information?
Account and User
A Sales executive at Universal Containers (UC) is utilizing Collaborative Forecasting to track sales rep quote attainment and wants to be alerted when an opportunity stage is moved backward In the sales process.
Which feature should the administrator use to fulfill this request?
Workflow rule
A user with administrator privileges accidentally deleted a custom field in an org one day ago. What should the administrator consider to restore the field?
The deleted field and its data can be restored up to 15 days after deletion.
An administrator created a record trigger flow to update contacts.
How should the administrator reference the values of the active record the flow is running on?
Use the Get Records element to find the Id.
A new sales rep at Ursa Major Solar has a qualified lead that is ready for conversion.
When using the Lead conversion process, which two records can be created?
Choose 2 answers
Account
Contact
Universal Containers introduced a new product and wants to track all associated cases that get logged. They are looking for an automated solution that would give the product’s two lead engineers read/write access to all new cases that reference the new product.
What should an administrator do to satisfy this requirement?
Create a user-based sharing rule and an ad-hoc case team.
Northern Trail Outfitters has a custom quick action on Account that creates a new Case.
How should an administrator make the quick action available on the Salesforce mobile app?
Add the Salesforce Mobile and Lightning Experience action to the page layout.
The VP of sales at DreamHouse Realty has requested a dashboard to visualize enterprise sales across the different teams. The key piece of data is the total of all sales for the year and the progress to the enterprise sales goal.
What dashboard component will effectively show this number and the proximity to the total goal as a single value?
Gauge
After a recent restructure of its Sales Department. Ursa Major Solar is having issues with records being omitted in the new Opportunity Report.
Which three questions should the administrator ask to research this issue?
Choose 3 answers
Are records currently being shared with the sales manager?
Do owners of all records have Roles and correct Territory Assignments?
Do the records the sales managers expect to see match the filter criteria?
The marketing director at Northern Trail Outfitters has requested that the Budget field is populated in order for the Lead Status field to be marked as qualified.
What tool should the administrator use to fulfill this request?
Validation Rule
Previous Ursa Major Solar sales representatives worked on approximately 100 accounts with billing address in Californi a. … retain viewing and editing access to these accounts for 1-3 months. An administrator needs to easily provide view and … access accounts.
What should the administrator do to achieve this goal?
Configure a new account folder for these users with criteria based on billing state equals California.
Which relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object?
Each account may or may NOT have related contacts.
An administrator is on a tight deadline to create dashboards for the sales and marketing teams at AW Computing.
What should the administrator do to meet the deadline without increasing the budget?
Check the AppExchange for a prebuilt solution that can be easily customized.
The Human Resources department at Northern Trail Outfitters wants employees to provide feedback about their managers using a custom object in Salesforce. It is important that managers are unable to see the feedback records from their staff.
How should an administrator configure the custom object to meet this requirement?
Define a criteria-based sharing rule.
Users at DreamHouse Realty are only allowed to see opportunities they own. Leadership wants an enterprise-wide dashboard of all open opportunities in the pipeline so that users can see how the company is performing at any point in time.
How should an administrator create the dashboard without changing any sharing settings?
Build individual dashboards for profiles that need to see the enterprise results.
Under which three conditions should a validation rule be used to prevent invalid data?
Choose 3 answers
When records are updated by a workflow rule
When records are deleted by a user.
When records are imported.
Which tool should an administrator use to review recent configuration changes made in their org?
Setup Audit Trail
Which setting on a profile makes a tab hidden in the App Launcher, but still allows a user to view records that would normally be found under these tab?
Tab Settings
Ursa Major Solar wants to upload data to Salesforce and heard about the Data Import Wizard. They want to upload the following data: Os)
* 60,000 Accounts ?
* 20,000 Contacts Calculator
* 10,000 Opportunities . .
* 5,000 Conference custom object records
What two considerations should be kept in mind when using the Data Import Wizard?
Choose 2 answers
Opportunities need to be uploaded with a different tool.
There is a limit of 50,000 records that can be uploaded at once.
A user at Ursa Major Solar attempts to log in to Salesforce from an IP address that is outside the login IP range on the user’s profile but within the organization-wide trusted IP range.
What occurs as a result of this scenario?
The user will be unable to log in at all.
Ursa Major Solar wants to assist users with a guided expense report process to simplify submissions, routing, and authorizations Which two tools should an administrator use to build this solution?
Choose 2 answers
Flow Builder
Approval Process
An administrator has been asked to update a flow that was created as part of a recent update. When the administrator opens the flow for edtting, the Flow Bunder toolbox offers only four elements: Assignment, Decision, Get Records, and Loop.
What would cause this?
The flow Is a before save flow.
The administrator at Ursa Major Solar imported records into an object by mistake.
Which two tools should be used to undo this import?
Choose 2 answers
Data Loader
Mass Delete Records
Ursa Major Solar customers are starting to request custom-sized solar panels, which are currently unavailable in the standard inventory. Management has deckled to add custom sizing as an add-on item in Salesforce.
The administrator needs to allow sales users to add custom sizing to the total opportunity sale.
what should the administrator do to achieve this goal?
Add custom sizing as a new product in an order.
An administrator at Ursa Major Solar needs to send information to an external accounting system whenever an opportunity closes.
What workflow action should the administrator use to accomplish this?
Outbound Message
The events manager at dream house realty has a hot lead from a successful open house that needs to become a contact with an associated opportunity.
How should this be accomplished from the campaign keeping the associated campaign member history?
Clone the lead and convert the cloned record to a contact.
Users at Universal Containers (UC) adhere to the following process for expense reports:
* Create the expense report.
* Attach receipts in an Expenses app.
* Send the report to the accountant to review and approve.
An administrator needs to enable this app for Salesforce Mobile.
What should the administrator consider from the Users perspective’
A user can create records, attach receipts as photos, and submit for approval.
Cloud Kicks wants to allow customers to create their own cases while visiting Its public homepage.
What should the administrator recommend?
Web-to-Case
Which tool should an administrator use to identify and fix potential session vulnerabilities?
Security Health Check
Ursa Major is onboarding 15 new employees in three weeks. The administrator needs to create user records user records in Salesforce without activating them.
Which two methods allow the administrator to achieve this goal?
Choose 2 answers
Click Add Multiple Users and ensure that Generate New Password and Notify user immediately are unchecked.
Create a .csv file ensuring that is Active = false, and use the data loader to insert.
A sales rep at Ursa Major Solar has launched a series of networking events. They are hosting one event per month and want to be able to report on Campaign ROI by month and senes.
How should the administrator set up the Campaign to simplify reporting?
Configure Campaign Member Statuses to record which event Members attended.
The administrator for Cloud Kicks has created a screen flow to help service reps ask the same set of questions when customers call in with Issues. This screen should be visible from cases.
How should the screen flow be distributed?
Lightning Page
In which two ways can users access Salesforce from their mobile devices’? Choose 2 answers
Use the downloadable Salesforce mobile application
Use the Lightning Experience in web browser.
Which three objects can be added as Campaigns Members? Choose 3 answers
Accounts
Leads
Contacts
Northern Trail Outfitters converts support requests submitted through its website with web-to-case. The support team wants an email automatically sent to the customer containing the password reset instructions when the case subject contains the words ‘forgot” and ‘password”.
What should the administrator configure to meet this requirement?
Auto-response rule
The Universal Containers Administrator is editing the page layout for a new custom object when a text area field is inadvertently deleted from the page layout. What are three methods for restoring the field to the page layout?
Choose 3 answers
From the Fields palette, drag the field into the same position.
Click the Undo button or the Cancel button.
Restore original page layout from a sandbox.
The VP of safes at Universal Containers wants to prevent members of the sales team from changing an opportunity to a date in the past.
What should an administrator configure to meet this requirement?
Validation Rule
The District Sales Director at Cloud Kicks wants to share the leaderboard component on his dashboard with his sales team.
What two actions should an administrator take to enable this functionality?
Choose 2 answers
Build a Reporting Snapshot
Create a Chatter group for the Sales Team
Northern Trail Outfitters has the Case object set to private. The support manager raised a concern that reps have a broader view of data than expected and can see all cases on their group’s dashboards.
What could be causing reps to have inappropriate access to data on dashboards?
Dynamic Dashboards
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 these be configured?
Create 3 dashboard to run as 3 specified user
An administrator at Universal Containers is reviewing current security settings in the company’s Salesforce org.
What should the administrator do to prevent unauthorized access to Salesforce?
Enable multi-factor authentication
Which two solutions could an administrator find on the AppExchange to enhance their organization?
Choose 2 answers
Components
Consultants
Universal Containers uses a private sharing model. Account management is accomplished using teams and Accounts are owned by the sales rep. The rep reports to the regional director who then reports to the VP of sales.
When the regional director runs reports, what records would they see with the my team’s account filter?
Accounts they and their subordinates own.
A user at Universal Containers left the company. The administrator needs to create a new user for their replacement, but they have assigned all available user licenses.
What should the administrator do to free up a user license for the new user?
Change the former user’s record to the new user.
Northern Trail Outfitters uses a custom object Invoice to collect customer payment information from an external billing system. The Billing System field needs to be filled in on every Invoice record.
How should an administrator ensure this requirement?
Make the field universally required.
The sales team at Ursa Major Solar has asked the administrator to automate an outbound message.
What should the administrator utilize to satisfy the request?
Workflow Rule
What are two features of Knowledge?
Choose 2 answers
Knowledge articles are always publicly available for customers.
Users can rate the helpfulness of articles.
An administrator at Cloud Kicks has a flow In production that is supposed to emit new words. However, no new records are being created.
What could the issue be?
The flow is Inactive.
Salas and Customer Cant at Ursa Major Solar need to see different fields on the Case related list from the Account record. Sales users want to see Case created date and status while Customer Care would like to see owner, status, and contact.
What should the administrator use to achieve this?
Page Layout Editor
Sales Users at Cloud Kicks are requesting that the data in the industry field on the Account object displays on the Opportunity page layout.
Which type of the field should an administrator create to accomplish this?
Cross Object Formula Field