Test Questions Flashcards

1
Q

What are two Initial Submission Actions in an Approval Process?

A. The record is locked for everyone except the Owner.

B. An outbound message can be sent to another application.

C. A task can be assigned to users in a specific Profile.

D. The value of a field on the record can be updated.

A

A. The record is locked for everyone except the Owner.
Incorrect. An initial submission action occurs when a user first submits a record for approval.
B. An outbound message can be sent to another application.
Correct. An initial submission action occurs when a user first submits a record for approval.
C. A task can be assigned to users in a specific Profile.
Incorrect. An initial submission action occurs when a user first submits a record for approval.
D. The value of a field on the record can be updated.
Correct. An initial submission action occurs when a user first submits a record for approval.

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2
Q

Which two best practices are recommendedprior to mass-deleting records?

A. Download a Setup Audit Trail for the last six months before deletion.

B. Create a new list view for all records that need to be deleted.

C. Schedule a weekly data export and download the backup zip files.

D. Run and export a report to archive data before deletion.

A

A. Download a Setup Audit Trail for the last six months before deletion.
Incorrect. Back up data prior to mass deleting.
B. Create a new list view for all records that need to be deleted.
Incorrect. Back up data prior to mass deleting.
C. Schedule a weekly data export and download the backup zip files.
Correct. Back up data prior to mass deleting.
D. Run and export a report to archive data before deletion.
Correct. Back up data prior to mass deleting.

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3
Q

The customer support team wants to use a different Page Layout when closing a Case.

Which method should the System Administrator use to fulfill this request?

A. Case Close Page Layout

B. Support Process

C. Field-Level Security

D. Record Type and Page Layout

A

A. Case Close Page Layout
Correct. When agents close a case, they see the close case page layout, where agents can enter information about the case resolution.
B. Support Process
Incorrect. When agents close a case, they see the close case page layout, where agents can enter information about the case resolution.
C. Field-Level Security
Incorrect. When agents close a case, they see the close case page layout, where agents can enter information about the case resolution.
D. Record Type and Page Layout
Incorrect. When agents close a case, they see the close case page layout, where agents can enter information about the case resolution.

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4
Q

What is the maximum number of components that can be added to a single Dashboard?

A

20

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5
Q

Universal Containers uses a hybrid sharing model where Accounts and Contacts are Read Only and Opportunities and Cases are Private. Account Executives (AE) own all the Accounts. Some Contacts are owned by AEs, and other Contacts are owned by support reps.

How should the System Administrator ensure the AEs can edit all the Contacts associated with their Accounts, no matter who owns the Contact?

A. Select the edit all associated contacts option for the AE Role in the Role Hierarchy.

B. Use the Mass Transfer Tool to transfer ownership of all Contacts to the AEs.

C. Create a read/write Sharing Rule to share all related Contacts with the Account owner.

D. Account owner privileges give the AE edit access to all related records by default.

A

A. Select the edit all associated contacts option for the AE Role in the Role Hierarchy.
Correct. The user may have inherited Read access from a subordinate in the role hierarchy. If the user who has access is on a different branch of the hierarchy from the account owner, check the sharing rules, account teams, and account territory.
B. Use the Mass Transfer Tool to transfer ownership of all Contacts to the AEs.
Incorrect. The user may have inherited Read access from a subordinate in the role hierarchy. If the user who has access is on a different branch of the hierarchy from the account owner, check the sharing rules, account teams, and account territory.
C. Create a read/write Sharing Rule to share all related Contacts with the Account owner.
Incorrect. The user may have inherited Read access from a subordinate in the role hierarchy. If the user who has access is on a different branch of the hierarchy from the account owner, check the sharing rules, account teams, and account territory.
D. Account owner privileges give the AE edit access to all related records by default.
Incorrect. The user may have inherited Read access from a subordinate in the role hierarchy. If the user who has access is on a different branch of the hierarchy from the account owner, check the sharing rules, account teams, and account territory.

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6
Q

An administrator at Ursa Major Solar is configuring password requirements for the company’s users.

Which three actions are administrators able to configure?

A. Set password complexity requirements.

B. Set prohibited password values.

C. Set maximum invalid login attempts.

D. Set the length of time before passwords expire.

E. Set requirement that passwords must be unique for each user.

A

A. Set password complexity requirements.
Correct. An admin can set password complexity requirements suuch as the types of character’s that must be used in a user’s password.
B. Set prohibited password values.
Incorrect. An admin can define requirements to be included in the password, but is unable to set prohibited password values.
C. Set maximum invalid login attempts.
Correct. An admin is able to set the maximum number of invalid login attempts before a user is locked out of their account.
D. Set the length of time before passwords expire.
Correct. The length of time until a user password expires and must be changed defaults to 90 days. An admin is also able to change this setting to an expiration date that’s earlier or later than the default experation date, or set it to never expire.
E. Set requirement that passwords must be unique for each user.
Incorrect. An admin is able to set the requirement that passwords must be unique from previous passwords used for each individual user, but not accross users.

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7
Q

Universal Containers has a renewals sales team that will use the Opportunity object. They want to use many of the same picklist fields that are already defined, but will need unique picklist values.

What feature allows a System Administrator to maintain the same field for two different teams?

A

Record Types

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8
Q

Universal Containers uses a private data access model. Product managers and sales representatives are in different branches of the role hierarchy.

What should an Administrator do to ensure that product managers can report on opportunities in their product line?

A

Create a sharing rule based on criteria

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9
Q

Which type of field do administrators use when creating a junction object?

A

Mater-detail: a custom field that is used when creating a junction object. The junction object allows a many-to-many relationship.

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10
Q

What two valid assignee options should an administrator use to configure case assignment rules?

A

queue and user: these can both be assigned to a case

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11
Q

How can multiple Campaign records be associated with a single Opportunity?

A

campaign influence

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12
Q

An administrator at Ursa Major Solar is configuring a workflow rule.

What are two considerations for an administrator in this situation?

A

Rules can be evaluated when records are created or edited, and can happen immediately or be time based.

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13
Q

How should the System Administrator implement biweekly notifications for Sales Reps that include Opportunities that need attention based on the Opportunity Owner’s last login, past due Opportunities, and all Opportunities that have not been updated in the last 30 days?

A

Opportunity update reminders: allow managers to automatically send and schedule emails that include a report of the team’s open opportunities to direct reports. You can select the fields you want to include in the reminders such as last login date, or # not updated in the last 30 days.

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14
Q

Ursa Major Solar wants to ensure that unique data is always input into a specific field.

Which two field properties should the administrator configure?

A

Required and unique

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15
Q

Ursa Major Solar is setting up case assignment rules.

What are two places where the cases can be assigned?

A

queue and user

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16
Q

Ursa Major Solar’s administrator needs to create a custom field to track a specific Tier 2 support user on a case record.

What is the appropriate data type to utilize when creating this custom field?

A

Lookup relationship: links two objects together. This is an optional relationship.

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17
Q

A user at Ursa Major Solar attempts to log in to Salesforce from an IP address that is outside the login IP range on the user’s profile but within the organization-wide trusted IP range.

What occurs as a result of this scenario?

A

The user will be unable to login

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18
Q

What should a System Administrator do to organize the fields available on a report?

A

Create a customer report type

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19
Q

What should the System Administrator check when users are unable to find a CustomReport Type?

A

D. Make sure the new Report Type is deployed.
Correct. Mark the report as “deployed” when the report is ready to be available.

20
Q

How should a System Administrator provide a Sales Rep Commission report that is visible only to the Executive Team?

A

A. Save the report in a folder shared with the Executive Team.
Correct. Each user, group, or role can have its own level of access to a report and dashboard folder. Viewers can see the data. Editors can determine what data is shown. Managers can control access.

21
Q

How can multiple Campaign records be associated with a single Opportunity?

A

C. Campaign Influence
Correct. Use Campaign Influence to relate multiple campaigns to an opportunity.

22
Q

Which set of Salesforce records is exported by choosing the “Export All” option instead of “Export” in Data Loader?

A

C. Records for a specified object including records in the recycle bin.
Correct. Export archived activity records and soft-deleted records with Export All.

23
Q

Universal Containers has a renewals sales team that will use the Opportunity object. They want to use many of the same picklist fields that are already defined, but will need unique picklist values.

What feature allows a System Administrator to maintain the same field for two different teams?

A

B. Record Types
Correct. Record types determine whcih business processes, page layouts, fields and picklist values a user can access and allow the admin to maintain the same field for two different teams.

24
Q

An administrator at Ursa Major Solar is implementing an organization-wide default option for the Account object.

What is a correct option for the administrator in this scenario?

A

D. Private
Correct. An admin would want to choose Private access at an org-wide level, because you can always open up access from the org-wide default, but you cannot restrict access.

25
Q

Which report should a System Administrator use to display the number of Contacts related to an Account?

A

C. Summary report with a report formula
Correct. Write summary formulas to evaluate a report’s group subtotals and grand totals.

26
Q

Ursa Major Solar needs to ensure compliance with a platinum service level agreement; therefore, cases that stay in the Tier 2 queue for longer than 4 hours must be re-assigned to the Tier 3 queue.

Which Salesforce feature should be used to fulfill this requirement?

A

C. Case escalation rule
Correct. Case escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry.

27
Q

Universal Containers offers a variety of products that are comparable to products from other companies. Sales representatives request a method to track product strengths and weaknesses compared to those offered by other vendors.

What should the System Administrator implement?

A

C. Competitors on the Opportunity Page Layout
Correct. The fields for competitors help track competition as sales work to close deals.

28
Q

What are two reasons a user cannot be deactivated?

A

B. The user is a Customer Community Administrator.
Correct. The user cannot be deactivated if they are a Customer Community Administrator.
C. The user is the recipient of Workflow Email Alerts.
Correct. If a user is active in a workflow, it will prevent the user from being deactivated.

29
Q

A user is unable to log in to Salesforce.

What should a Salesforce administrator do?

A

D. View the user’s login history.
Correct. Viewing the use’s login history will give the admin information as to why the user is unable to login, and insight into how to solve the issue.

30
Q

What is a benefit of entering Trusted IP Ranges in the Network Access section?

A

A. Users that log in within the network will not be required to verify their identity.
Correct. Entering Trusted IP Ranges in the Network Access section allows users to bypass verification.

31
Q

An administrator at Ursa Major Solar is implementing an organization-wide default option for the Account object.

What is a correct option for the administrator in this scenario?

A

A. Private
Correct. An admin would want to choose Private access at an org-wide level, because you can always open up access from the org-wide default, but you cannot restrict access.

32
Q

The administrator at Cloud Kicks want to update the Account with the number of records on a custom object.

How should the administrator fulfill this requirement?

A

C. Create a Flow
Correct. Use the debug option in Flow Builder to test a new flow or troubleshoot a flow that fails.

33
Q

Ursa Major Solar customers are starting to request custom-sized solar panels, which are currently unavailable in the standard inventory. Management has decided to add custom sizing as an add-on item in Salesforce.

The administrator needs to allow sales users to add custom sizing to the total opportunity sale.

What should the administrator do to achieve this goal?

A

C. Add custom sizing as a new product in a pricebook.
Correct. Use products and pricebooks to track what is being sold.

34
Q

A Delegated Administrator at Universal Containers cannot edit the Created Date field for the Account record.

What reason should the System Administrator give for why this is occurring?

A

D. This is a System Audit field and it is Read-Only for existing records.
Correct. Created date is when the record was created. Created Date fields have defaulted on create and cannot be changed.

35
Q

Ursa Major Solar wants all Sales Users to see a dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. The Opportunity sharing model is private.

What should the administrator do to fulfill this request?

A

B. Request for the Sales Manager to create the Dashboard from the Opportunities by User Report, select “View Dashboard as Me”, and save in the shared Dashboard Folder.
Correct. By setting the running user to the Sales Manager and saving in a shared folder the Sales user will see all the records the Sales Manager can see.

36
Q

Universal Containers uses a private sharing model for Cases. Each product line has several product specialists who want to have visibility to all Cases involving their product line.

How should the System Administrator meet this requirement?

A

C. Create a pre-defined Case Team for each group of product specialists and assign the team using Case Assignment Rules.
Correct. A case team is a group of people that work together to solve cases.

37
Q

Universal Containers has asked its Administrator to automatically set some fields when a Lead is created.

What is the best way for the administrator to perform this automation?

A

C. Record Triggered-Flow that runs Before save
Correct. Update new and changed records by using before-save updates in flows.

38
Q

Which three reports can be used to display a list of the Top 10 Accounts on a dashboard?

Choose 3 options.

A

B. Summary report with a chart
Correct. The default two-column table uses the first grouping and summary field from the chart in the source report. If the report has no chart, default columns are based on the first grouping and summary field in the report.
C. Summary report without a chart
Correct. The default two-column table uses the first grouping and summary field from the chart in the source report. If the report has no chart, default columns are based on the first grouping and summary field in the report.
D. Tabular report with Rows to Display set to 10
Correct. Use a tabular report as the source report .

39
Q

Universal Containers has inconsistent data in its 20,000 existing Accounts and asked the System Administrator to convert all of the standard country fields to ISO codes.

What method should the System Administrator use?

A

A. Mass Update Addresses
Correct. Use mass update when data is inconsistent.

40
Q

Universal Containers has a sales team focused on renewals. They will use many of the same Opportunity fields as other teams, but need different Stage values.

What should the System Administrator update to support this requirement?

A

A. Stage Selected Values in the Sales Processes
Correct. Use multiple business processes to display different picklist values according to each user’s profile.

41
Q

A System Administrator creates a Workflow Rule that assigns a task to a support manager role when a case is escalated. The case owner iscomplaining about being assigned these tasks.

What should a System Administrator do to correct this issue?

A

C. Make sure there is only one user in the role.
Correct. Select an assignee for your task. An assignee can be in the form of a user, role, record owner, record creator, opportunity team role, or account team role, depending on the type of record you chose.

42
Q

Ursa Major Solar is using products and price books.

Which two items should an administrator take into considerations about these features?

Choose 2 options.

A

A. A product can have a different list price in different price books.
Correct. Each product can exist in multiple price books with different prices and currency.
C. The standard and list price for a product can be listed in more than one currency.
Correct. Each product can exist in multiple price books with different prices and currency.

43
Q

What should a System Administrator configure to provide each Sales Rep a dashboard that shows their current Opportunity pipeline?

A

B. Set the Dashboard Running User to the current user.
Correct. The dashboard viewer allows the dashboard readers see data as themselves, according to their own access to data. These types of dashboards are often called dynamic dashboards.

44
Q

Ursa Major Solar has a private sharing model on opportunities. Leadership has asked the administrator to create a new custom object that will track customer payment information and will link to the opportunity. Only those users with access to the opportunity should be able to see the records on the new object.

What should the administrator create to achieve this goal?

A

D. A master-detail relationship with profile permissions
Correct. Master-detail closely links objects together such that the master record controls certain behaviors of the detail and subdetail record. Access can be granted with profile permissions.

45
Q

A Finance user with the “View All Data” permission enabled sees no Opportunities when opening a Sales pipeline report. However, a Sales Rep sees Opportunities as expected.

Which two actions should a System Administrator perform to resolve this problem?

A

C. Select Save Hierarchy Level on the pipeline report.
Correct. Show the hierarchy to see your org’s role hierarchy above the report results. You can use the role hierarchy to share report data with people at different levels in the hierarchy.
D. Update the report filter to show All Opportunities.
Correct. Use filters to pare down a report until it only shows the data that is needed.

46
Q

Ursa Major is onboarding 15 new employees in three weeks. The administrator needs to create user records in Salesforce without activating them.

Which two methods allow the administrator to achieve this goal?

A

A. Create a .csv file ensuring that IsActive = False, and use the data loader to insert.
Correct. With a properly formatted csv file, Data Loader can be used to create multiple users. Include the IsActive = false to create the users in an inactive status.
C. Click Add Multiple Users and ensure that Generate New Password and Notify User Immediately are unchecked.
Correct. An Admin can manually create mutiple users with the Generate New Password and Notify User Immediately box unchecked.

47
Q

Universal Containers sells through many different reseller networks. Each reseller’s deals are tracked on separate opportunities. The sales manager is concerned that the pipeline report is not accurate due to multiple opportunities for the same end customer.

How should the sales process be modified to ensure opportunities are not double-counted in the pipeline?

A

C. Change the forecast category to Omitted on the duplicate opportunities.
Correct. A forecast category is the category within the sales cycle to which an opportunity is assigned based on its opportunity stage. The standard forecast categories are Pipeline, Best Case, Commit, Omitted, and Closed.