Study Guide Questions Part 2 Flashcards

1
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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2
Q

Northern Trail Outfitters has requested that when the Referral Date field is updated on the custom object Referral Source, the parent object Referral also needs to be updated.

Which automation solution should an administrator use to meet this request?

A

Process Builder

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3
Q

The Administrator at Cloud Kicks need to automatically route support cases, regardless of how they are created, to a queue based on case priority. What tool should the administrator use?

A

Assignment rules

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4
Q

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

A

Security Health Check

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5
Q

The Human resources department at Northern Trail outfitters wants employees to provide feedback about the manager using a custom object in Salesforce. It is important that managers are unable to see the feedback records from their staff.

How should an administrator configure the custom object to meet this requirement?

A

Define a criteria-based sharing rules

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6
Q

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? (2)

A

Role hierarchy
Sharing Rules

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7
Q

A new Sales Rep at Ursa Major has a qualified lead that is ready for conversation. When using the Lead Conversion process, which two records can be created?

A

Account
Contact

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8
Q

Northern Trail Outfitters wants to encourage employees to choose secure and appropriate passwords for their Salesforce accounts.

Which three password policies should an administrator configure?

A

Maximum invalid attempts
Password complexity requirements
Number of days until expiration

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9
Q

The administrator are Cloud Kicks created a new field for tracking returns on their new cloud shoe. A user has submitted case to the administrator indication that the new field is unavailable.

Which two steps should an administrator do to troubleshoot this issue?

A

Ensure that the page layout for the user’s profile has been updated

Review the field level security of the field for the user profile

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10
Q

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

Create a custom object for shoe designs

Add a custom master-detail field for shoe designs on the Product object

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11
Q

The administrator at Ursa Major Solar has been asked to change the work Item and Project Custom Object Relationship from a master detail to a Lookup.

Which scenario could prevent the administrator from fulfilling this requirement?

A

Roll up summary fields exist on the master object

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12
Q

DreamHouse Realty (DHR) wants a templated process with a mortgage calculator that generated leads for loans. DHR needs to complete the project within 30 days and has maxed out its budget for the year. Which AppExchange item should help the administrator to meet the request?

A

Flow solutions

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13
Q

The administrator at Cloud Kicks updated the custom object Event to include a lookup field to the primary contact for the event. When running an event report, they want to reference fields from the associated contact record.

What should the administrator do to pull contact fields into the Custom report?

A

Create a new report type with event as the primary object and Contact as a related object

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14
Q

The administrator at Ursa Major Solar has created a custom report type and built a report for sales operation team. However, none of the users are able to access the report.

Which two options could cause this issue?

A

The user’s profile is missing view access

The report is saved in a private folder

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15
Q

Cloud Kicks has a custom object called Shipments. The Company wants to see all the shipment items from an Account page. When an Account is deleted, the shipments should remain.

What type of relationship should the administrator make between Shipments and Account?

A

Shipments should have a lookup to Account

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16
Q

AW Computing would like to improve its Case Lightning record page by including:

A filtered component to display a message in bold font when a case is saved as acritical record type.

A quick way to update the account status from the case layout.

Which two components should an administrator use to satisfy these requests?

A

Related record
Rich text

17
Q

Cloud Kicks want to have consistency when communication with customers on cases. The company has requested messages to be sent in an email channel with categories to help search for the proper message.

Which solution should be administrator suggest to meet this requirement?

A

Prebuilt Auto-Responses

18
Q

Cloud Kicks want its reports to show a Fiscal Year that starts on February 1 and has 12 months.

How should the Administrator Address this requirement?

A

Set the Fiscal Year to Standard and the starting month as February

19
Q

Cloud kicks has the organization-wide sharing default set to private on the shoe object. The sales manager should be able to view a report containing shoe records for all of the sales reps on their team.

Which two item should the administrator configure to provide appropriate access to the report?

A

Folder access
Field level security

20
Q

An administration needs to store the ID of record type of later use in a flow.

Which kind of variable should the administrator use?

A

Record variable

21
Q

A user at Cloud Kicks is having issues logging in to Salesforce. The user asks the administrator to reset their password.

Which two options should the administrator 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 login to Salesforce

22
Q

An administrator at Dreamhouse Reality needs to Create Customized pages for the salesforce mobile app.

Which two types of pages could an administrator build and customize using the Lightning App Builder?

A

App page
Record page

23
Q

Support agent at Cloud Kicks are spending too much time finding resources to solve cases. The agents need a more efficient way to find documentation and similar cases from the Case page layout.

How should an administrator meet this requirement?

A

Direct users to Global Search to look for similar cases

24
Q

The sales team at Ursa Major Solar has asked the administrator to automate an outbound message. What should the administrator utilize to satisfy the request?

A

Workflow rule

25
Q

Dreamhouse realty wants to offer a form on its experience cloud site where inspectors will submit findings from a property inspection.

Which feature should an administrator place on the page to fulfill this requirement?

A

Screen flow

26
Q

AW Computing (AWC) occasionally works with independent contractors, who the company stores as Contacts in Salesforce. Contractors often change agencies, and AWC wants to maintain the historical accuracy of the record.

What should AWC use to track Contacts?

A

Enable Contacts to multiple Accounts.

27
Q

The administrator at Cloud Kicks has created an approval process for time off requests. Which two automated actions are available to be added as part of the approval process?

A

Field update
Email Alert

28
Q

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 preventing the case back to a previous status.

Which feature should an administrator use to fulfill this request?

A

Validation rules

29
Q

An administrator supporting a global team of salesforce users has been asked to configure company settings. What two settings should be configured?

A

Currency locale
Default language

30
Q

Universal Container 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 the deal records via a search. What options should the administrator adjust to fully restrict access? (2)

A

Page layouts
Field level security

31
Q

Ursa Major Solar wants to know which of its marketing efforts are helping the team win Opportunities. What should an administrator configure to provide these insights?

A

Campaign influence

32
Q

Dreamhouse Reality just announced its new home concierge offering. This product is unlike anything the company has offered in the past and follows a different business model.

What should the administrator Configure to meet this requirement?

A

Create a new sales process

33
Q

Ursa Major Solar wants to automatically notify a manager about any cases awaiting a response from an agent for more than 2 hours after case creation. Which feature should an administrator use to fulfill this requirement?

A

Case Escalation Rule

34
Q

DreamHouse Realty regularly processes customer requests for warranty work and would like to offer customers a self-serve option to generate cases.

Which two solutions should an administrator use to meet this request?

A

Web to Case
Email to Case

35
Q

The administrator at universal containers has a screen flow that helps users create new leads. When lead source is “Search Engine”, the administrator needs to require the user to choose a specific a search engine from a picklist. If lead source is not “Search Engine”, this picklist should be hidden.

How should the administrator complete this requirement?

A

Assign a decision element to direct the user to a second screen to hold specific search engine only when a lead source is “Search Engine”

36
Q

At universal Containers, users would like to be able to share Salesforce records with other members of their team, while collaborating around general topics as well.

Which are two considerations for enabling this functionality?

A

The Add Record action must be configured in the group publisher

An administrator needs to create a group to enable record sharing

37
Q

Northern Trail Outfitters has asked an administrator 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 administrator use to implement this request?

A

Process Builder

38
Q

The Client services and customer support teams share the same profile but have different permission sets. The Custom Object Retention related list needs to be restricted to the client services team on the Lightning record page layout.

What should the administrator use to fulfil this request?

A

Component visibility

39
Q

question 90

A