Set 4 Flashcards
Universal Containers fs trying to Improve the user experience when searching for the right status on a case. The company currently has one support process that is used for all record types on cases. The support process has 10 status values. Service reps say they never need more than five depending on what kind of case they are working on.
How should the administrator improve on the currant implementation?
A. Review which status choices &re needed for each record type and create support processes for each that is necessary.
B. Edit the status choices directly on the record type.
C. Create a Screen Flow that shows only the correct values for status and surface the flow in the utility bar of the console.
D. Reduce the number of case status values to five.
A
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?
A. Include the action in the Salesforce Mobile Navigation menu.
B. Create a custom Lightning App with the action.
C. Add the Salesforce Mobile and Lightning Experience action to the page layout.
D. Modify compact Case page layout to include the action.
C
Ursa Major Solar uses Opportunity to track sales of solar energy products. The company has two separate sales teams that focus on different energy markets. The services team also wants to use Opportunity to track installation, All three teams will need to use different fields and stages.
How should the administrator configure this requirement?
A. Create three sales processes. Create three record types and three page layouts.
B. Create one sales process. Create one record type and three page layout.
C. Create three sales processes. Create three record types and one page layout.
D. Create one sales process. Create three record types and three page layouts.
D
Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity.
Which tool should an administrator use to meet this requirement?
A. Workflow Rules
B. Opportunity Processes
C. Path Key Fields
D. Dynamic Forms
C
A senior realtor at Ursa Major Solar has received a long list of new residential homes to sell to for the spring. Management needs the spreadsheet of the new residential homes and a separate spreadsheet of pricebooks loaded into Salesforce.
Which Salesforce data tool will meet this request?
A. Data Import Wizard
B. Mass Transfer Records
C. Data Loader
D. Mass Create Records
C
Cloud Kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted, and there can be multiple designs for one | | product across various stages.
Which two steps should the administrator configure to meet this requirement?
A. Add a custom master-detail field for shoe designs on the Product object.
B. Choose 2 answers
C. Configure a custom lookup field for shoe designs on the Product object.
D. Use the standard object for designs.
E. Create a custom object for shoe designs.
B, E
What are two considerations for sharing email template folders?
Choose 2 answers
A. Sharing a folder shares all subfolders in that folder.
B. Subfolders are shared separately from the parent folder.
C. Sharing on Lightning email templates is inherited from the folder it is in.
D. Lightning email templates support packaging.
A, C
Sales Rep A and Sales Rep B view an Account report for All Accounts without any filters. The company uses a private sharing model. Each rep sees a different number of results.
What is the explanation for the discrepancy in the reports?
A. Sales Rep B needs to be assigned to the Sales Rep role.
B. Sales Rep B needs to be assigned to the Sales Rep profile.
C. Sales Rep B needs to be assigned to the Sales Rep permission set.
D. Sales Rep B needs to be assigned to the Sales Rep queue.
D
Northern Trail Outfitters held an event for hikers to blaze the trail for the new year. Their marketing team collected over a million new lead records to upload into Salesforce.
What is the recommended method for uploading this data?
A. AppExchange app
B. Data Loader
C. Lightning Sync
D. Data Import Wizard
A
What are two considerations an administrator should keep in mind when working with Salesforce objects?
Choose 2 answers
A. Custom and standard objects have standard fields.
B. Standard objects are included with Salesforce.
C. A new standard object can be created.
D. Only standard objects support master-detail relationships.
A, B
Which two methods can be used to share records using sharing rules? Choose 2 answers
A. Roles and subordinates
B. Profiles
C. Public groups
D. Queues
A, C
Which two action should an administrator perform to provide a sales team with an easy solution for gathering customer requirements and sharing presentations with the customers?
Choose 2 answers
A. Use Salesforce Files to post presentation in Chatter.
B. Add customers to libraries
C. Ensure opportunity teams are created for customers.
D. Add customers to private Chatter groups.
A, D
Ursa Major Solar’s default, organization-wide sharing for accounts is set to public read/write. The administrator needs to ensure that marketing never modifies an account record.
Which action should the administrator take to accomplish this goal?
A. Switch organization-wide default sharing to public read only.
B. Remove edit access on accounts from the custom marketing profile.
C. Assign a permission set to marketing users which removes edit permission.
D. Separate the marketing role hierarchy from the sales role hierarchy.
B
Ursa Major (UH) is using an approval process. which two statements are correct about this scenario? Choose 2 answers A. UM can use an assignment rule to define the approver for each step in the process.
B. A delegated approver can reassign approval requests.
C. To track the process, UM can use the approval history related list.
D. An approval action defines the result of record approval or rejection.
C, D
Universal Containers has a public read only sharing model on accounts. A new sales team has been created that will be dealing with high-security customers. The administrator has been asked to hide these accounts from anyone NOT on this team.
Which two steps must be taken to hide these accounts without impacting access to the rest of the Sales team? Choose 2 answers
A. Create a new account type to separate both teams.
B. Create ownership-based sharing rules
C. Change the new team role to be outside the company hierarchy.
D. Change organization-wide default on account to private.
B, C
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 a validation rule is triggered for the record
C. When the action is deleted from the workflow queue
D. When another record triggers the same workflow rule
A, C
A customer created a case using web to case. They contacted phone support to get an update on the cave two days later. The support agent cannot find the case although the customer is positive that it was created and logged.
What should the administrator reference to troubleshoot this issue?
A. Contact email address
B. Validation rules
C. Setup Audit Trail
D. Assignment rules
C
Cloud Kicks has the organization-wide defaults for Opportunity set to Private.
Which two features should the administrator use to open up access to opportunity records for sales users working on collaborative deals?
Choose 2 answers
A. Sharing set
B. Role hierarchy
C. Sharing rules
D. Profiles
B, C
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. Roll -up summary lead fields can be mapped to custom contact fields.
C. Standard lead fields are automatically converted to account, contact, and opportunity fields.
D. Custom lead fields can be mapped to custom object fields.
A, C
What describes the capabilities of Salesforce Knowledge?
A. An automated Al tool that converts Leads to Opportunities given a predefined set of conditions
B. A knowledge base composed of articles that can be written and used by support agents
C. A knowledge base that uses Alto generate an article to solve customer support issues
D. An automated tool that closes Cases based on historical information
A
Ursa Major Solar users want to utilize Salesforce Knowledge.
Which statement accurately describes Knowledge? Calculator
A. An automated Machine Learning tool that converts Leads to Opportunities given a predefined set of conditions
B. A knowledge base comprised of articles that can be written and utilized by support agents
C. A knowledge base that uses Machine Learning to generate an article to solve customer support issues
D. An automated tool that closes Cases based on historical information
B
Ursa Major Solar has a path on Case. The company wants to require its users to follow the status values as they are on the path. Agents should be prohibited from reverting the Case back to a previous status.
A. Dependent Picklists
B. Global Value Picklists
C. Validation Rules
D. Predefined Field Values
C
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?
A. Field History Tracking report
B. Validation Rule
C. Workflow rule
D. Big Deal Alert
C
Sales representatives use a custom report type for Account reports. New fields have been created on the Account Object.
What should a System Administrator do to report on the newly created fields?
A. From the Custom Report Type, Edit Layout, then add the new fields to the report. Calculator
B. Create a new account report and add the new fields from the Report Builder.
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