Set 1 Flashcards

1
Q

Northern Trail outfitters wants to know the average stage duration for all closed opportunities

A

Run the Opportunity Stage Duration report

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2
Q

Which tool should an administrator use to identify and fix potential session vulnerabilities?

A

Security Health check

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3
Q

Users at Cloud Kicks want to be able to create a task that will repeat every two weeks

A

Enable creation of Recurring Tasks

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4
Q

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

A
  • Use validation rules
  • Configure opportunity path
  • Mark fields required on the page layout
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5
Q

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 ?

A

Escalation Rules

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6
Q

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?

A
  • Sharing rules

- Role hierarchy

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7
Q

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 ?

A

Auto-Response rules

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8
Q

Northern Trail Outfitters has hired interns to enter Leads into Salesforce and has requested a way to identify these new records from existing Leads.

A

Define a record type and assign it to the interns

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9
Q

An admin supporting a global team of Salesforce users has been asked to configure company settings

Which two options should the administrator configure?

A
  • Default Language

- Currency Locale

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10
Q

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?

A

Process Builder

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11
Q

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?

A

Cross-object formula field

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12
Q

Cloud Kicks needs to be able to show different picklist values for sales and marketing users. Which two options will meet this requirement ?

A
  • Two page layouts, one record type,two picklists

- One page layout, two record types, one picklist

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13
Q

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?

A

Page layouts and field-level security

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14
Q

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?

A
  • 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
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15
Q

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?

A

Flow builder

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16
Q

Ursa Major Solar has service level agreements (SLA) that are routed to support queues. Case that meet the 24hour SLA need to be automatically re-assigned to the next tier queue.
Which feature should be used to fulfill this requirement ?

A

Case-escalation rule

17
Q

Northern Trail Outfitters has deployed my domain. The chief marketing officer wants to make sure that all of the Salesforce users log in using the branded login URL. There needs to be a grace period for the user’s bookmarks to be updated.
How should the admin configure the policies in my domain settings ?

A

Set the Redirect policy to Do Not Redirect.

18
Q

An admin at Universal Containers needs an automated ways to delete record based on field values

What automated solution should the admin use ?

A

Workflow

19
Q

The admin at Cloud Kicks has a custom picklist field on Lead, which is missing on the Contact when leads are converted.

Which two items should the admin do to make sure these values are populated?

A

Create a custom picklist field on Contact.

Map the picklist field on the Lead to the Contact

20
Q

Ursa Major uses Opportunity to track sales of solar energy products. The company has two separate sales teams that focus on different energy markets . The service team also wants to use Opportunity to track installation. All three teams will need to use different fields and stages.

How should the admin configure the requirement?

A

Create one sales process. Create three record types and three page layouts.

21
Q

The admin at Ursa Major Solar imported records into objects by mistake.

Which two tools should be used to undo this import?

A
  • Mass delete records

- Data loader

22
Q

Which setting on a profile makes a tab hidden in the All App Launcher or visible in any app, but still allows a user to view records that would normally be found under this tab?

A

Tab settings

23
Q

When users log in to SF via the user interface, which two settings does the system check for authentication ?

A
  • The user’s Two Factor Authentication for API Logins permission
  • The user’s profile login hours restrictions
24
Q

Northern Trail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities. The VP of sales requested that this information be accessible on the opportunity and available for reporting.

Which two options should the admin configure to meet these requirements ?

A
  • Customize Opportunity contact role

- Add the Opportunity contact role related list to the Opportunity page layout.

25
Q

Ursa Solar Majors is evaluating Salesforce for its service team and would like to know what objects were available right out of the box.

Which three of the standard objects are available to the admin considering a support use case ?

A
  • Case
  • Contract
  • Account
26
Q

An admin is planning to use Data Loader to mass import new records to a custom object from a new API.

What will the admin need to do to use Data Loader?

A

Reset their password and their security token

27
Q

An admin at Dreamhouse Realty needs to create customized pages for the Salesforce mobile app.
Which two types of pages could an admin build and customize using Lightning app builder?

A
  • Record page

- App page

28
Q

An admin needs to create a one-to-many relationship between two objects with limited access to child records.
What type of field should the admin use?

A

Master-Detail field

29
Q

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 ?

A

Account and User

30
Q

Northern Trail Outfitters has a custom quick action on Account that creates a new Case.

How should an admin make the quick action available on the Sf mobile app?

A

Include the action in the Saleforce Mobile navigation menu