Uncategorized Questions Flashcards

1
Q

Ursa Major Solar recently acquired a company whose Sales team has a unique sales process, with stages that are different from the current setup of stages in
Salesforce.
The Chief Technology Officer (CTO) has decided that the new Sales team should NOT change their process at all.
What should the Administrator do to incorporate the new Sales team’s process?

A. Create new values for the Opportunity Stage field; create a new Sales Process assigned to a custom Record Type for the new Sales team.
B. Create a Record Type and page layout for the new Sales team and a custom field for the new Stages.
C. Create new values for the Opportunity Stage field and use field-level security to control which teams see which fields.
D. Create new values for the Opportunity Stage field; order them so that the new Sales team’s values are at the bottom of the picklist.

A

A. Create new values for the Opportunity Stage field; create a new Sales Process assigned to a custom Record Type for the new Sales team.

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2
Q

The admin at Northern Trail Outfitters needs to allow users to submit attachments when creating a case. Case creation is currently using a screen flow. The amin has configured the screen flow to indicate attachments, but during testing, end users are saying they are getting attachments when they are not needed. They only want attachments when the case Type is IT Error.How should the admin configure this requirement?

A. Use a decision element and show a second screen that doesn’t allow attachments.
B. Create a second flow without attachments for when they are not required.
C. Create a validation rule that prevents attachments when case type is not IT Error.
D. Use Dynamic visibility to show the attachment component when case type is IT Error.

A

D. Use Dynamic visibility to show the attachment component when case type is IT Error.

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3
Q

Universal Containers has an Auto-response rule to send emails when a customer submits a new Case and an Assignment rule to determine Case ownership for new Cases. In addition, the Case object has validation rules to ensure that each Case includes values for all fields needed by its owner to resolve the Case. Workflow Rules and Escalation Rules ensure that a support manager is properly notified when a Case remains unresolved for too long.
In what order does Salesforce process the immediate actions associated with Workflow Rules and related business automations for a newly created record?

A. Validation rules, Escalation rules, Assignment rules, Auto-response rules, Workflow rules
B. Escalation rules, Validation rules, Workflow rules, Auto-response rules, Assignment rules
C. Validation rules, Assignment rules, Auto-response rules, Workflow rules, Escalation rules
D. Workflow rules, Validation rules, Assignment rules, Escalation rules, Auto-response rules

A

C. Validation rules, Assignment rules, Auto-response rules, Workflow rules, Escalation rules

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4
Q

Management at Universal Containers has asked their Salesforce admin to help with getting a survey sent via email to its customers 1 hour after they purchase something from the online store.

How should the admin complete this requirement?
A. Time based workflow
B. Scheduled Path in Flow
C. Auto-Response Rules
D. Time based Process

A

B. Scheduled Path in Flow

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5
Q

Which user interface settings should be used to allow users, with all required profile permissions, to edit
records in List Views?

(Choose two answers.)

A. Enable Enhanced Page Layout Editor
B. Enable Enhanced Lists
C. Enable Inline Editing
D. Enable Enhanced Profile List Views

A

B. Enable Enhanced Lists
C. Enable Inline Editing

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6
Q

How can a System Administrator discover who added a field to the account page layout?

A. Create a poll in the Admin Chatter group.
B. Review the Account Last Modified By field.
C. View the Setup Audit Trail.
D. Run an Account History Report

A

C. View the Setup Audit Trail.

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7
Q

What are two Initial Submission Actions in an Approval Process?

(Choose 2 Answers)

A. An outbound message can be sent to another application.
B. The record is locked for everyone except the Owner.
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. An outbound message can be sent to another application.
D. The value of a field on the record can be updated.

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8
Q

Which two actions allow the system administrator to limit Chatter access during roll-out to a subset of Salesforce users?

A. Add the subset of users to the company-wide Chatter group.
B. Create an email invitation for the subset of users.
C. Create a Permission set with the “Enable Chatter” permission for the subset of users.
D. Edit a profile to “Enable Chatter” for the subset of users.

A

C. Create a Permission set with the “Enable Chatter” permission for the subset of users.

D. Edit a profile to “Enable Chatter” for the subset of users.

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9
Q

Custom fields in the Lead object can be mapped to which two types of fields?

A. Custom Account
B. Custom Opportunity
C. Custom Activity
D. Standard Contact

A

A. Custom Account
B. Custom Opportunity

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10
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.Record Type and Page Layout
B.Case Close Page Layout
C.Field-Level Security
D.Support Process

A

B. Case Close Page Layout

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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11
Q

What can a System Administrator specify in the Company Information page?

A. Primary Contact, Chatter Settings, Set Domains
B. Business Hours, Translation Settings, Corporate Currency
C. Organization Name, Default Time Zone, Default Language
D. Fiscal year, Password Policies, Default Time Zone

A

C. Organization Name, Default Time Zone, Default Language

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12
Q

Universal Containers has three Account record types: Prospect, Customer and Vendor. The Customer record type is only for Accounts that have a Closed Won Opportunity.

How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records?

A. Create an Account Validation Rule that prevents new Accounts with the Customer Record Type from being saved.
B. Create an Account Auto-Assignment Rule to assign the Prospect Record Type to all new accounts.
C. Create a Workflow Rule or Process to change the Record Type from Customer to Prospect.
D. Remove the Customer Record Type as an assigned Record Type in the users’ Profiles and Permission sets.

A

D. Remove the Customer Record Type as an assigned Record Type in the users’ Profiles and Permission sets.

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13
Q

Universal Containers created a Time-Based Workflow rule that sends a follow-up email to the customer two days after a Case is closed. The System Administrator wants to verify that the workflow functions correctly.Which queue should the System Administrator view to monitor pending Workflow Actions?

A. Time-Based Workflow Queue
B. Background Jobs Queue
C. Outbound Messaging Delivery Queue
D. Mass Email Queue

A

A. Time-Based Workflow Queue

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14
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.Account owner privileges give the AE edit access to all related records by default.
B.Select the edit all associated contacts option for the AE Role in the Role Hierarchy.
C.Create a read/write Sharing Rule to share all related Contacts with the Account owner.
D.Use the Mass Transfer Tool to transfer ownership of all Contacts to the AEs.

A

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

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15
Q

Ursa Major Solar uses Validation Rule Fields. What are two of these fields?

Choose 2 answers

A. Error Message
B. Owner
C. Active Date
D. Error Condition Formula

A

A. Error Message
D. Error Condition Formula

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16
Q

Which three objects have a relationship with Campaign?

A. Opportunity
B. Lead
C. Account Product
D. Contact Role
E. Contact

A

A. Opportunity
B. Lead
E. Contact

17
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
B. Hierachical relationship
C. Lookup filter
D. Formula

A

A. Lookup relationship

18
Q

What are two benefits of using Data Categories with Salesforce Knowledge?

(Choose two.)

A) Articles can be referenced in Chatter posts
B) Article access can be controlled
C) Article owners can track views
D) Articles can be classified into groups

A

B) Article access can be controlled

D) Articles can be classified into groups

19
Q

Ursa Major Solar needs to fulfill the following requirements: A custom object must be created to capture account survey data.
Users need the ability to select an account from the survey record and view related surveys on the account record.Which two actions can an administrator configure to meet these requirements?

Choose 2 options.

a Create a lookup relationship field on the survey object.
b Put the survey related list on the account page layout.
c Create a lookup relationship field on the account object.
d Put the account related list on the survey page layout.

A

a Create a lookup relationship field on the survey object.
A lookup relationship links two objects together. Adding the lookup relationship field on the survey object will allow the user to link to an account.

b Put the survey related list on the account page layout.
Records in Salesforce include details and links to other related records. Add the related list to the account page to provide access to the related survey.

20
Q

Ursa Major Solar wants to track invoice payments on an opportunity related list. Only the finance team should
see this related list. But, all users should be able to view Invoice Payment reports.

How should the administrator implement this requirement?

A. Create a new Page Layout and Profile for the Finance Team.
B. Build an Invoice Payment report with a Running User of Finance.
C. Set the Invoice Payment Org-Wide Sharing Settings to Private
D. Only grant Finance access to the Invoice Payment object.

A

A. Create a new Page Layout and Profile for the Finance Team.

Correct. This solution would allow only the finance
team to see the page layout with the related list, and
all users to view the invoice payment reports.

21
Q

Universal Containers has a complex sales process with multiple record types, each shared with all Profiles. Some users complain about the Record Type selection screen when creating new Opportunities.

Which two actions should the System Administrator take to allow these users to bypass choosing a Record Type?

Choose 2 options.

A.Instruct users to update the Default Record Type in My Settings.
B.Remove Record Types from the users’ Profiles.
C.Remove Record Types from the users’ Sales Process.
D.Remove the Record Type field from the users’ Page Layout.

A

A.Instruct users to update the Default Record Type in My Settings.
Set an option to automatically insert your default record type when you create records.

B.Remove Record Types from the users’ Profiles.
Each profile is associated with a single record type; users will never be prompted to select a record type when creating records.

22
Q

Cloud Kicks (CK) has a service console that is used by agents who take calls from customers and stores with questions about products.
The CK case process is complex and agents often make mistakes. To help the administrator has created a screen flow that guides agents through the process.
How should the administrator deploy the screen flow?

A Use a custom action that launches the screen flow
B Create a link that launches the screen flow
C Launch the flow from the utility bar in the console
D Use code to launch the screen flow in a modal

A

C Launch the flow from the utility bar in the console

23
Q

What is a benefit of using a Lookup Filter instead of a Validation Rule?

A Improves user efficiency when selecting a related record
B Better error messages when an incorrect record is selected
C Faster page refresh on the Salesforce Mobile App
D Adds the ability to edit multiple records from list views

A

A Improves user efficiency when selecting a related record

To improve user efficiency by limiting the number of available options in a lookup search dialog.

24
Q

What are two reasons a user cannot be deactivated?

(Choose 2.)

A. The user is the Owner of open Opportunities
B. The user is a Customer Community Administrator
C. The user account is frozen
D. The user is the recipient of Workflow Email Alerts.

A

B. The user is a Customer Community Administrator

D. The user is the recipient of Workflow Email Alerts.

25
Q

An administrator at Ursa Major Solar wants to allow a sales user to relate an opportunity to a campaign.

What are two ways to accomplish this goal?

(Choose 2.)

a. Use the campaign hierarchy related list on the opportunity.
b. Utilize the campaign influence related list on the opportunity.
c. Select the campaign record type when creating the opportunity.
d. Choose the primary campaign source for the opportunity.

A

b. Utilize the campaign influence related list on the opportunity.

26
Q

Ursa Major Solar is looking into backup methods.

Which set of small and large data backup methods are available in native Salesforce?

A.Data Loader Exports, Report Exports, and Weekly Data Export Service
B.Report Exports, Dashboard Exports, and Weekly Data Export Service
C.Data Loader Exports, Mass Exports, and Weekly Data Export Service
D.Mass Export Wizard, Weekly Data Export Service, and Data Loader Exports

A

A.Data Loader Exports, Report Exports, and Weekly Data Export Service

Data can be backed up via Data Loader Exports, Report Exports, and Weekly Data Export Service.