SFDC Admin - Set 3 Flashcards
The sales manager want the sales users to have a quick way to view and edit the oppty in their pipeline expect to close in the next 90 days.
What should an admin do to accomplish this request?
A. Create custom report sent to sales reps daily
B. New sales dashboard and add a component that shows all opptys that meet criteria
C. Enable sales console and show users how to open a tab for each oppty
D. Create list view on oppty object and recommend users use Kanban
Create a list view on the oppty object and recommend users switch the view to Kanban to edit by drag and drop.
Which two objects are customizable in the Stage Setup Flow?
A. Leads
B. Campaigns
C. Campaign Members
D. Opportunities
A. Leads
D. Opportunities
When an oppty closes, the company would like to automatically create a renewal oppty.
Which two automation tools should an admin use to accomplish this request?
A. Flow Builder
B. Approval Process
C. Process Builder
D. Workflow Rule
A. Flow Builder
C. Process Builder
Execs have reported that their dashboards are showing inaccurate data. The admin has discovered that users have been changing the source reports.
Which two actions should the admin take to preserve the integrity of the source reports?
A. Change the dashboard to Dynamic.
B. Move the dashboard reports to the view-only folder.
C. Create a new folder with viewer access.
D. Move the dashboard to the user’s private folder.
B. Move the dashboard reports to the view-only folder.
C. Create a new folder with viewer access.
An admin has been asked to change the data type of an auto number to a text field.
What should the admin be aware of before changing the field?
A. Existing field values will be converted.
B. Existing field values will be deleted.
c. Existing Auto Number field to text is prevented.
D. Existing field values will remain unchanged.
D. Existing field values will remain unchanged.
The admin needs to make sure that unassigned cases from VIP customers get transferred to the appropriate service representative within 5 hours. VIP customers have access to support 24 hours a day.
How should this be configured? A. Case Queues B. Assignment Rules C. Business Hours D. Escalation Rules
B. Assignment Rules
The admin wants Account details, related lists, and Chatter fields to each appear on separate tabs when viewing an Account.
Which type of page should the admin create?
A. Lightning page tab
B. Lightning component
C. Lightning app page
D. Lightning record page
A. Lightning page tab
The company has a custom quick action on Account that creates a new case.
How should the admin make the quick action available on the Salesforce Mobile app?
A. Include the action in the mobile navigation menu
B. Add the mobile and lightning experience action to the page layout
C. Create a custom Lightning App with the action.
D. Modify compact Case page layout to include the action.
A. Include the action in the mobile navigation menu
The company has an automated business process it wants to run once a week to count the number of open cases related to an account.
How should the admin recommend automated this business process?
A. Create a workflow rule with an outbound message
B. Set up a scheduled process in Process Builder
C. Use a process to update the account when it is edited.
D. Configure a schedule flow in Flow Builder.
A. Create a workflow rule with an outbound message
There is a custom field on the Lead named Product Category. Management want this information to be part of the oppty upon lead conversion.
What action should the admin take to satisfy the request?
A. Configure the product categories picklist field on the product
B. Map the lead custom field to the product’s product category field.
C. Crate a custom field on the oppty and map the two fields.
D. Create a workflow to update Oppty field based on the lead.
C. Crate a custom field on the oppty and map the two fields.
What are three settings an admin should configure to make it easy for approvers to respond to approval requests?
A. Enable the org’s email approval response settings
B. Create a flow to automatically approve all records
C. Specify initial submission actions within the approval process
D. Add the items to approve component to the approver’s home page
E. Update the org’s Chatter settings to allow approvals.
A. Enable the org’s email approval response settings
D. Add the items to approve component to the approver’s home page
E. Update the org’s Chatter settings to allow approvals.
