SFDC Admin - Set 2 Flashcards
The Admin wants to send off client welcome tasks and a welcome email to the primary contact automatically when an opportunity is closed won.
What automation tool best accomplishes this?
Process Builder
The admin wants to add branding to Salesforce.
Which two considerations should the admin keep in mind?
Up to 150 custom these can be created, modified, or cloned from the built-in themes
Only on theme can be active at a time, and a theme applies to the entire org
Service Level Agreements (SLA) are routed to support queues. Cases that meet the 24 hour SLA need to be automatically re-assigned to the next tier queue.
Which feature should be used to fulfil this requirement?
Case Escalation Rule
When sales rep clicks a button on an opportunity, a simple discount calculator screen should be launched.
Which automation toll should an admin use to build this discount calculator screen?
Flow Builder
Want to improve Case Lightning record page by including:
- filtered component to display a message in bold font when a case in saved as a critical role type
- a quick way to update the Account status from the Case Layout.
Which two components should an admin use to satisfy these requests?
Related Record
Rich Text
There is 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 previous status.
What feature should an admin use to fulfill this request?
Validation Rules
The admin has been told that user are unable to add repeating tasks in Salesforce.
Which TWO solutions should the administrator use to ensure user are unable to do this?
Enable Creation of Recurring Tasks in Activity Settings
Add Create Recurring Series of Tasks field on page layouts
Sales reps use discounrs on teh oppty record to help win sales on particular products. When an oppty is won, they then have to manually apply the discount to the related oppty products. The sales manager has asked if there is a way to automate this time-consuming task.
What should the admin use to deliver this requirement?
Flow Builder
What should an admin use as in identifier when importing and updating record from a separate financial system
External ID
The admin 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
Users are reporting diferent options when updating a custom picklist on the oppty object based on the kind of oppty.
Where should an admin update the option in the picklist?
Record Type
