Trailhead Practice Questions Flashcards
When verifying that a Time-based Workflow rule is working correctly, what queue should the administrator check for the pending Workflow Actions?
1 answer
Time-Based Workflow Queue
When you have a Private data access for cases, Support agents who own cases, and Product specialists who occasionally need access to cases in their product line;
What two actions would allow the correct access?
2 answers
Case owners manually add product specialists to the case teams.
Administrators configure pre-defined case teams and assignment rules.
When wanting to ensure unique data is always inputed into a specific field what properties should be configured?
2 answers
Unique
Required
When you have a support group that processes different information for product support and inquiry cases, where the lifecycles for each are different, which three features should be used?
3 answers
Support processes
Page layouts
Record types
What are two facts about call recording to remember when looking to implement call recording to monitor customer service quality?
2 answers
Call recording is a feature of some add-on products from the AppExchange.
Call recording is a feature that a developer might create with Salesforce App Cloud.
What is one thing to remember when setting up case feed?
1 answer
Chatter feed tracking must be enabled for the case object.
When needing to add a new product or add-on product to the total opportunity sales where should the new product be inputed?
1 answer
Add the new add-on product as a new product in a price book.
How would you provide access to a child object on the parent object page layout?
1 answer
By adding a new related list for the child object onto the parent objects page layout.
A sales process includes accounts, not all users have access to the accounts. New users require read access while four new users require edit access. How would you configure the correct access for the new users?
1 answer
Configure a profile to grant account view access and a permission set to grant edit access to specific users.
What configuration is needed so that you can see which fields must be filled in prior to saving an Opportunity?
1 answer
Page Layout fields
Where do you control field-level security for users?
1 answer
Profile
When converting a lead of custom lead data for a contact how is the information mapped out?
1 answer
Map custom lead fields to custom contact fields.
What two actions will cause a record time-dependent action to be removed from the queue?
2 answers
If the action is deleted from the workflow queue.
If the record no longer matches the rule criteria
A workflow rule sends email alerts when a High priority Case is created. One user complains they do not receive the email alert while all others receive them. What should you check to troubleshoot the issue?
1 answer
Verify the user’s email address
What are two Initial Submission Actions in an Approval Process?
2 answers
The value of a field on the record can be updated.
An outbound message can be sent to another application.
What is the best way to share an opportunity with the marketing teams public group?
1 answer
Manually share the record with the public group.
When wanting to compare strengths and weakness to those of other vendors, what should you implement?
1 answer
Add Competitors on the opportunity page layout
What do you create all-day events in Salesforce?
1 answer
Check the all-day event checkbox on the event.
How would you add new fields to a custom report type to update the report?
1 answer
From the Custom Report Type, Edit Layout, then add the new fields to the report.
What occurs to the importing data that does NOT meet the data validation criteria?
1 answer
The import process will fail, but only for the records with invalid data.
If a new record type cannot be found by users what are two potential reasons?
2 answers
The record type is disabled on the user’s profile.
The record type is deactivated.
When a user is unable to log into Salesforce what should the administrator do?
1 answer
View the user’s login history
What two record types can be used when transferring records from one user to another during a mass transfer?
2 answers
Closed cases
Open cases
Not having the resources to set up a call center but needing to allow customers to submit cases, what two options are available to use?
2 answers
Adding a link to a specified routing address for Email-to-Case.
Generate Web-to-Case HTML code to add to the website.
What two objects are related to Campaign Members?
2 answers
Leads
Contacts
What needs to be done when incorporating a new sales process for a new sales team, with stages different from the current setup of stages?
3 answers
Create new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team.
What are two changes tracked in the Setup Audit Trail?
2 answers
Resetting a user’s password
Using the Data Import Wizard
When a user attempts to login from an IP address outside the user’s profile range but within the Org-wide trusted IP range, what will occur?
1 answer
The user will be unable to log in at all.
What is the benefit of using a Lookup Filter instead of a Validation Rule?
1 answer
Improves user efficiency when selecting a related record.
How can Cases be automatically placed in the correct queue upon submission with a picklist field to store the different product line?
1 answer
Create Assignment Rules based on the picklist values to move Cases to a Queue.
