Set 1 Flashcards
Northern Trail outfitters wants to know the average stage duration for all closed opportunities
Run the Opportunity Stage Duration report
Which tool should an administrator use to identify and fix potential session vulnerabilities?
Security Health check
Users at Cloud Kicks want to be able to create a task that will repeat every two weeks
Enable creation of Recurring Tasks
Sales rep miss key fields when filing out an opportunity record through the sales process. Reps need to move forward in stages but are unable to enter a previous stage
- Use validation rules
- Configure opportunity path
- Mark fields required on the page layout
Cloud Kicks need to change the owner of a case when it has been open for more than 7 days
How should an admin complete this requirement ?
Escalation Rules
Cloud Kicks has the organization-wide defaults for Opportunity set to Private.
Which two features should the admin use to open up access to opportunity record for sales users on collaborative deals?
- Sharing rules
- Role hierarchy
The support manager at Cloud Kicks wants to respond to customers as quickly as possible. They have requested that the response include the top five troubleshooting tips that could help solve the customer’s issue.
What should and admin suggest to meet the requirements ?
Auto-Response rules
Northern Trail Outfitters has hired interns to enter Leads into Salesforce and has requested a way to identify these new records from existing Leads.
Define a record type and assign it to the interns
An admin supporting a global team of Salesforce users has been asked to configure company settings
Which two options should the administrator configure?
- Default Language
- Currency Locale
Northern Trail Outfitters has asked an admin to ensure that when a contact with a title of CEO is created, the contact’s account record gets updated with the CEO’s name.
Which feature should an admin use to implement this solution?
Process Builder
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 field should an admin create to accomplish this?
Cross-object formula field
Cloud Kicks needs to be able to show different picklist values for sales and marketing users. Which two options will meet this requirement ?
- Two page layouts, one record type,two picklists
- One page layout, two record types, one picklist
Universal Containers wants to prevent its service team from accessing deal records. While service users are unable to access deal list views, they are able to find deal records via a search.
What option should the admin adjust to fully restrict access?
Page layouts and field-level security
A user at Cloud Kicks is having issues logging in to Salesforce. The user asked the admin to reset their password.
Which two options should the admin consider when resetting the user’s password?
- Resetting a locked-out user’s password automatically unlocks the user’s account.
- After resetting a password, the user may be required to activate their device to successfully log in to Salesforce
The admin has been asked to automate a simple field update on the account. When an agent changes the status of the account to ‘Audited’, they would like the system to automatically update the Audited Date field on the account with today’s date.
Which tool should the admin use to complete the automation?
Flow builder