Test 4 Flashcards
Your company has just opened a new line of business. This new line, Small and Medium Business (SMB), joins their Enterprise line. They plan to record different information for each type of account. Sales reps will either be assigned to work on SMB or Enterprise accounts. Which of the following steps should be taken?
(Choose 2 answers)
A. Change field level security on SMB specific fields to restrict access
B. Create a new page layout for SMB Accounts and assign it to the profile of the appropriate sales reps
C. Create a new record type for SMB Accounts and assign it to the profile of the appropriate sales reps
D. Add a picklist field to distinguish SMB and Enterprise Accounts
B. Create a new page layout for SMB Accounts and assign it to the profile of the appropriate sales reps
C. Create a new record type for SMB Accounts and assign it to the profile of the appropriate sales reps
Explanation:
To manage different types of account data, it’s best to create a new record type and a corresponding page layout. Assigning these to the correct profiles ensures reps see only the relevant data. A picklist or field-level security doesn’t enforce this level of separation or control.
A SF Admin started working in a company that uses SF. They need to implement a solution that runs when an opportunity is won. It should auto create commission records based on opportunity team data and update fields on the related account and opportunity. How can Flow Trigger Explorer be used in this scenario?
A. The Flow Trigger Explorer can be used to specify and combine record-triggered flows for different objects into one flow to make it function as a single unit
B. Using the Flow Trigger Explorer helps in identifying which record-triggered flows are run when a record of a specific object is created, updated, or deleted
C. The Flow Trigger Explorer can auto calculate commission amounts and generate the records based on opportunity team member data
D. Using the Flow Trigger Explorer helps in identifying which record-triggered flows contain operations that take too long to complete and need to be optimized
B. Using the Flow Trigger Explorer helps in identifying which record-triggered flows are run when a record of a specific object is created, updated, or deleted
Explanation:
Flow Trigger Explorer allows administrators to view all record-triggered flows associated with a specific object and trigger type (created, updated, or deleted). It helps in determining which flows run before or after database operations and includes asynchronous actions. It cannot combine multiple flows into a single unit or calculate business-specific data like commissions.
The administrator has been asked to create record types. It is known that business processes should be created before the creation of record types. Which of the following objects is an exception to this rule?
A. Campaign
B. Opportunity
C. Case
D. Lead
A. Campaign
Explanation:
Business processes cannot be created for the Campaign object, making it an exception to the rule that business processes must be set up before creating record types.
What are two capabilities of the ‘Create Calendar from Salesforce Object’ feature? (Choose 2 answers)
A. Fields that determine what the calendar displays are automatically determined
B. Calendars can be customized by applying a list view
C. A calendar can be created from a custom or standard object
D. Once created, a calendar cannot be deleted
B. Calendars can be customized by applying a list view
C. A calendar can be created from a custom or standard object
Explanation:
Calendars can be created from either standard or custom objects in Salesforce. The display of calendar events can be customized by applying a list view, and the fields shown on the calendar can be selected manually. Calendars can be edited and deleted after creation.
Cosmic Enterprises usually has multiple marketing and advertising campaigns running simultaneously. They want to determine which campaigns contribute more to their lead generation and conversion during a particular season. Which feature can help them with this requirement?
A. Einstein Opportunity Insights
B. Campaign Hierarchy
C. Einstein Lead Scoring
D. Einstein Activity Capture
C. Einstein Lead Scoring
Explanation:
With Einstein Lead Scoring, leads can be scored separately according to their segments. Since lead and conversion history can be evaluated based on the associated marketing or advertising campaign, it becomes easier to determine which campaigns are more successful.
Einstein Activity Capture is for syncing email/calendar data.
Einstein Opportunity Insights predicts opportunity closure likelihood.
Campaign Hierarchy organizes and links campaigns through parent-child relationships.
Global Fund Managers plan regular events for potential investors and would like them to be able to register online. As part of the registration process, the contact details of the potential investor should be captured along with their seating and food preferences. This should be stored in Salesforce and will be used for marketing efforts. Which option should be used to meet the requirement?
A. Create a microsite for the event and import registration details automatically into Salesforce
B. Create a Web-to-Lead form with custom fields for seating and food preferences
C. Create an Experience Cloud site where potential investors can register for the event
D. Create a survey on Salesforce for capturing registration details
B. Create a Web-to-Lead form with custom fields for seating and food preferences
Explanation:
Web-to-Lead is used to save lead details from a website to a Salesforce org. Custom fields to capture the lead’s seating and food preferences can be created and included in the form.
An Experience Cloud site is unnecessary for this purpose. Salesforce surveys cannot map data to leads and campaigns.
