Term
Users at Cloud Kicks are reporting different options when uploading a custom picklist on the Opportunity object based on the kind of opportunity.
Where Should an administrator update the option in the picklist?
A. Fields and relationships
B. Related lookup filters
C. Record Type
D. Picklist value sets |
|
Definition
Answer: C
Explanation:
Record types allow you to update the options in a picklist based on the kind of opportunity.
Reference: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5 |
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Term
An administrator has been asked to update a flow that was created as part of a recent update. When the administrator opens the flow for editing, the Flow toolbox offers only four elements: Assignment, Decision, Get Records, and Loop. What would cause this?
A. The flow is a screen flow.
B. The version of the flow is inactive.
C. The flow is a before save flow.
D. The version of the flow is activated. |
|
Definition
Answer: C
Explanation:
Before save flows only support four elements: Assignment, Decision, Get Records, and Loop. |
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Term
An administrator wants to create a form in Salesforce for users to fill out when they lose a client.
Which automation tool supports creating a wizard to accomplish this goal?
A. Process Builder
B. Approval Process
C. Outbound Message
D. Flow Builder |
|
Definition
Answer: D
Explanation:
Flow Builder supports creating a wizard that can collect user input and perform actions.
Reference: https://help.salesforce.com/s/articleView?id=sf.flow_builder_overview.htm&type=5 |
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Term
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. Sharing settings
B. Page Layout Assignment
C. Component Visibility
D. Record Type Assignment |
|
Definition
Answer: C
Explanation:
Component visibility allows you to restrict the visibility of a related list based on a permission set.
Reference:
https://help.salesforce.com/s/articleView?id=sf.dynamic_forms_component_visibility.htm&type=5 |
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Term
The VP of sales at Universal Containers wants to prevent members of the sales team from changing an opportunity to a date in the past. What should an administrator configure to meet this requirement?
A. Assignment Rule
B. Validation Rule
C. Field-Level Security
D. Approval Process |
|
Definition
Answer: B
Explanation:
Validation rules allow you to prevent users from changing an opportunity close date to a date in the past.
Reference: https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm&type=5 |
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Term
Northern Trail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities. The VP of Sales requested that this information be accessible on the opportunity and available for reporting. Which two options should the administrator configure to meet these requirements?
Choose 2 answers
A. Customize Campaign Member Role.
B. Add the Campaign Member related list to the Opportunity page layout.
C. Customize Campaign Role.
D. Customize Opportunity Contact Role.
E. Add the Opportunity Contact Role related list to the Opportunity page layout. |
|
Definition
Answer: D, E
Explanation:
Opportunity contact roles allow you to track ROI for contacts that are key stakeholders for opportunities. You need to customize the contact role field and add the related list to the opportunity page layout.
Reference: https://help.salesforce.com/s/articleView?id=sf.opportunity_contact_roles.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_opportunity_contact_role.htm&type=5 |
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Term
The administrator at Cloud Kicks has a Custom picklist field on Lead, Which is missing on the Contact when leads are converted. Which two items should the administrator do to make sure these values are populated?
Choose 2 answers
A. Create a custom picklist field on Contact.
B. Update the picklist value with a validation rule.
C. Map the picklist field on the Lead to the Contact.
D. Set the picklist field to be required on the Lead Object. |
|
Definition
Answer: A, C
Explanation:
To make sure the custom picklist field values are populated on contact when leads are converted, you need to create a custom picklist field on contact and map it to the corresponding field on lead.
Reference: https://help.salesforce.com/s/articleView?id=sf.convert_lead_mapping.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_fields.htm&type=5 |
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Term
Universal Containers is trying to improve the user experience when searching for the tight status on a case. The company currently has one support process that is used for all record types on cases. The support process has 10 status values. Service reps say they never need more than five depending on what kind of case they are working on. How should the administrator improve on the current implementation?
A. Reduce the number of case status values to five.
B. Create a Screen Flow that shows only the correct values for status and surface the flow in the utility bar of the console.
C. Review which status choices are needed for each record type and create support processes for each that is necessary.
D. Edit the status choices directly on the record type. |
|
Definition
Answer: C
Explanation:
Support processes allow you to define different status values for different record types on cases.
Reference: https://help.salesforce.com/s/articleView?id=sf.customize_support_process.htm&type=5 |
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Term
When a Sales rep clicks a button on an opportunity, a simple discount calculator screen should be launched. Which automation tool should an administrator use to build this discount calculator screen?
A. Flow Builder
B. Workflow Rule
C. Platform Event
D. Process Builder |
|
Definition
Answer: A
Explanation:
Flow Builder supports creating a screen that can launch a simple discount calculator when a button is clicked on an opportunity.
Reference: https://help.salesforce.com/s/articleView?id=sf.flow_builder_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.flow_distribute_button.htm&type=5 |
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Term
Northern Trail Outfitters wants to initiate expense reports from Salesforce to the external HR system. This process needs to be reviewed by managers and directors. Which two tools should and administrator configure?
Choose 2 answers
A. Quick Action
B. Outbound Message
C. Approval Process
D. Email Alert Action |
|
Definition
Answer: A, C
Explanation:
Quick actions allow you to initiate expense reports from Salesforce to an external HR system. Approval processes allow you to review the expense reports by managers and directors.
Reference: https://help.salesforce.com/s/articleView?id=sf.approvals_considerations.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.quick_actions_overview.htm&type=5 |
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Term
Cloud Kicks is working on a better way to track its product shipments utilizing Salesforce. Which field type should an administrator use to capture coordinates?
A. Geolocation
B. Geofence
C. Custom address
D. External lookup |
|
Definition
Answer: A
Explanation:
Geolocation fields allow you to store the latitude and longitude coordinates of a location. They can be used to calculate distances between records and display maps of accounts, contacts, leads, or
other custom objects.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_geoloc.htm&type=5 |
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Term
What are two considerations an administrator should keep in mind when working with Salesforce objects?
Choose 2 answers
A. Custom and standard objects have standard fields.
B. Standard objects are included with Salesforce.
C. A new standard object can be created.
D. Only standard objects support master-detail relationships. |
|
Definition
Answer: B,C
Explanation:
Standard objects are objects that are included with Salesforce by default, such as Account, Contact,
Lead, Opportunity, etc. They have predefined fields and functionality that support common business
processes. Custom objects are objects that you create to store information that is specific to your
organization or industry. You can create new standard objects using the Object Manager in Setup.
Reference:
https://trailhead.salesforce.com/en/content/learn/modules/data_modeling/standard_and_custom_
objects |
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Term
Users have noticed that when they click on a report in a dashboard to view the report details, the values in the report are different from the values displayed on the dashboard.
What are the two reasons this is likely to occur?
Choose 2 answers
A. The report needs to be refreshed.
B. The dashboard needs to be refreshed.
C. The current user does not have access to the report folder.
D. The running dashboard user and viewer have different permissions. |
|
Definition
Answer: B, D
Explanation:
Dashboards show data from source reports as visual components that provide a snapshot of key
metrics and performance indicators. Dashboards need to be refreshed manually or scheduled to run
on a regular basis to reflect the most recent data from the reports. The running user of a dashboard
determines whose security settings are applied when the dashboard is run. If the running user is
different from the viewer of the dashboard, they may see different data based on their permissions
and sharing settings.
Reference:
https://trailhead.salesforce.com/en/content/learn/modules/lex_implementation_dashboards_and_
reports/dashboards |
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Term
The marketing team wants a new picklist value added to the Campaign Member Status field for the upsell promotional campaign. Which two solutions should the administrator use to modify the picklist field values?
Choose 2 answers
A. Add the Campaign Member Statuses related list to the Page Layout.
B. Edit the picklist values for the Campaign Status in object Manager.
C. Mass modify the Campaign Member Statuses related list.
D. Modify the picklist value on the Campaign Member Statuses related list |
|
Definition
Answer: B, D
Explanation:
Campaign Status is a standard picklist field on the Campaign object that indicates whether a campaign is planned, in progress, completed, or aborted. Campaign Member Status is a custom picklist field on the Campaign Member object that indicates how a person responded to a campaign, such as sent, responded, registered, attended, etc. To add a new picklist value for Campaign Status, you need to edit the field in Object Manager. To add a new picklist value for Campaign Member Status, you need to modify the field on the Campaign Member Statuses related list on the Campaign page layout.
Reference:
https://help.salesforce.com/s/articleView?id=sf.campaigns_fields.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.campaigns_member_status.htm&type=5 |
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Term
Ursa Solar Major is evaluating Salesforce for its service team and would like to know what objects were available out of the box. Which three of the standard objects are available to an administrator considering a support use case?
Choose 3 answers
A. Contract
B. Case
C. Ticket
D. Request
E. Account |
|
Definition
Answer: A, B, E
Explanation:
Contract is a standard object that represents a contractual agreement between your company and a
customer. Case is a standard object that represents a customer’s question or problem that needs to
be resolved by your support team. Account is a standard object that represents an individual or an
organization involved in your business, such as customers, competitors, partners, etc. These three
objects are commonly used for service use cases in Salesforce.
Reference:
https://help.salesforce.com/s/articleView?id=sf.contract_fields.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.case_fields.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.account_fields.htm&type=5 |
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Term
The administrator at Cloud Kicks has been asked to replace two old workflow rules that are doing simple field updated when a lead is created to improve processing time. What tool should the administrator use to replace the workflow rules?
A. Quick Action Flow
B. Before Save Flow
C. Scheduled Flow
D. Screen Flow |
|
Definition
Answer: B
Explanation:
Before Save Flows are a type of record-triggered flow that run before a record is saved and can update fields on that record without any additional actions or DML operations. They are faster and more efficient than workflow rules or process builder for simple field updates when a record is created or updated.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_concepts_before_save_update.htm&type=5 |
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Term
Ursa Major Solar uses Opportunity to track sales of solar energy products. The company has two separate sales teams that focus on different energy markets. The Services team also wants to use Opportunity to track installation. All three teams will need to use different fields and stages. How Should the administrator configure this requirement?
A. Create three sales processes. Create three record types and one page layout.
B. Create one sales process. Create three record types and three page layouts.
C. Create three sales processes. Create three record types and three page layouts.
D. Create one sales process. Create one record type and three page layouts. |
|
Definition
Answer: C
Explanation:
A sales process is a set of stages that an opportunity goes through as it moves from creation to close.
A record type is a way to offer different business processes, picklist values, and page layouts to
different users based on their profiles. A page layout controls the layout and organization of detail
and edit pages for a specific object and record type combination. To meet the requirement of having
different fields and stages for each team, you need to create three sales processes for each market
segment, three record types for each sales process, and three page layouts for each record type.
Reference: https://help.salesforce.com/s/articleView?id=sf.customize_salesprocess.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_layout.htm&type=5 |
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Term
The service manager at Ursa Major Solar wants to let customers know that they have received their cases via email and their websites. Medium-priority and high-priority cases should receive different email notifications than low-priority cases. The administrator has created three email templates for this purpose. How should an administrator configure this requirement?
A. Include three assignment rules that fire when cases are created. Add a filter for case priority. Select the appropriate email template for each rule.
B. Add three auto-response rules. Configure one rule entry criteria for each rule and set a filter for case priority. Select the appropriate email template for each rule entry.
C. Configure one workflow rule that fires when cases are created. Add a filter for case priority. Select the appropriate email template for the rule.
D. Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority. Select the appropriate email template for each rule entry. |
|
Definition
Answer: D
Explanation:
Auto-response rules are used to automatically send email responses to lead or case submissions
based on the criteria you define. You can create one auto-response rule per object (lead or case) and
configure multiple rule entries with different criteria and actions within that rule. To meet the
requirement of sending different email notifications based on case priority, you need to create one
auto-response rule for cases and configure three rule entries with filters for low-priority, medium priority, and high-priority cases respectively. Then you need to select the appropriate email template
for each rule entry action.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_leadsautor.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_casesautor.htm&type=5 |
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Term
The VP of sales at Dreamhouse Realty has requested a dashboard to visualize enterprise sales across the different teams. The key place of data is the total of all sales for the year and the progress to the enterprise sales goal. What dashboard component will effectively show this number and the proximity to the total goal as a single value?
A. Table
B. Stacked Bar
C. Donut
D. Gauge |
|
Definition
Answer: D
Explanation:
A gauge component shows a single value along with its percentage of a total value within predefined
ranges using colors (red-yellow-green). It is useful for showing key performance indicators (KPIs)
such as total sales amount and progress towards sales goal.
Reference:
https://help.salesforce.com/s/articleView?id=sf.dashboards_gauge_component_type.htm&type=5 |
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Term
A sales rep has left the company and an administrator has been asked to re-assign all their accounts and opportunities to a new sales rep and keep the teams as is. Which tool should an administrator use to accomplish this?
A. Data Loader
B. Mass Transfer Tool
C. Data Import Wizard
D. Dataloader.io |
|
Definition
Answer: B
Explanation:
The mass transfer tool allows you to transfer up to 250 records at a time from one user to another
user while keeping the existing team members intact. You can access this tool from Setup by entering
Mass Transfer Records in the Quick Find box.
Reference:
https://help.salesforce.com/s/articleView?id=sf.mass_transfer_overview.htm&type=5 |
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Term
Northern Trail Outfitters has two different sales processes: one for business opportunities with four stages and one for partner opportunities with eight stages. Both processes will vary in page layouts and picklist value options. What should an administrator configure to meet these requirements?
A. Validation rules that ensure that users are entering accurate sales stage information.
B. Different page layouts that control the picklist values for the opportunity types.
C. Public groups to limit record types and sales processes for opportunities.
D. Separate record types and Sales processes for the different types of opportunities. |
|
Definition
Answer: D
Explanation:
Record types and sales processes allow you to have different page layouts, fields, required fields, and
picklist values for different types of opportunities.
Reference: https://www.salesforceben.com/salesforce-record-types/
https://trailhead.salesforce.com/content/learn/projects/create-an-opportunity-record-type-fornpsp/
create-and-manage-stages-and-sales-processes |
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Term
An administrator installed a managed package that contains a permission set group. The
permission set group that was installed includes Delete access on several objects, and the
administrator needs to prevent users in the permission set group from being able to delete records. What should the administrator do to control Delete access?
A. Use a muting permission set with a permission set group to mute selected permissions.
B. Create a new permission set that has Delete access deselected for the objects.
C. Create a new role that prevents Delete permissions from rolling up to the users.
D. Edit the profile for the users to remove Delete access from the objects. |
|
Definition
Answer: A
Explanation:
Muting permission sets allow you to remove permissions that are granted by a permission set group.
Reference: https://help.salesforce.com/s/articleView?id=sf.perm_sets_muting.htm&type=5 |
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Term
Northern Trail Outfitters wants to calculate how much revenue has been generated for each of its marketing campaigns. How should an administrator deliver this information?
A. Design a standard Campaign report and add the value Won Opportunities in Campaign field.
B. Perform periodic data job to update campaign records.
C. Create a roll-up summary field on Opportunity to Campaign.
D. Add a Total Value Field on campaign and use a workflow rule to update the value when an opportunity is won. |
|
Definition
Answer: C
Explanation:
Roll-up summary fields allow you to calculate the sum of a field from child records related to a parent
record.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm&type=5 |
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|
Term
Cloud Kicks wants to allow customers to create their own cases while visiting its public
homepage. What should the administrator recommend?
A. SMS Response
B. Web-to-Case
C. Email-to-Case
D. Omni-Channel |
|
Definition
Answer: B
Explanation:
Web-to-Case allows you to create cases from a form on your website.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customizesupport_web_to_case.htm&type=5 |
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|
Term
An administrator at Universal Containers needs a simple way to trigger an alert to the director of sales when opportunities reach an amount of $500,000. What should the administrator configure to meet this requirement?
A. Set up Big Deal Alerts for the amount.
B. Enable Opportunity Update Reminders
C. Opportunity warning in Kanban View.
D. Key Deals component on the homepage |
|
Definition
Answer: A
Explanation:
Big Deal Alerts allow you to notify users when an opportunity reaches a certain amount or probability.
Reference:
https://help.salesforce.com/s/articleView?id=sf.forecasts3_big_deal_alerts.htm&type=5 |
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Term
Cloud Kicks wants users to only be able to choose Opportunity stage closed won if the Lead source has been selected. How should the administrator accomplish this goal?
A. Make Lead Source a dependent picklist to the Opportunity stage field.
B. Configure a validation rule requiring Lead Source when the stage is set to closed won.
C. Change the Opportunity stage field to read only on the page layout.
D. Modify the Opportunity stage a dependent picklist to the Lead source field. |
|
Definition
Answer: B
Explanation:
Validation rules allow you to enforce data quality by preventing users from saving records that do not meet certain criteria.
Reference:
https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm&type=5 |
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Term
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. Assignment Rule
B. Case Escalation Rule
C. Omni-Channel Supervisor
D. Formula Field |
|
Definition
Answer: B
Explanation:
Case escalation rules allow you to escalate cases based on certain criteria, such as time or priority.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_escalation.htm&type=5 |
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Term
Sales users at Universal Containers are reporting that it is taking a long time to edit opportunity records. Normally, the only field they are editing is the Stage field.
Which two options should the administrator recommend to help simplify the process?
Choose 2 answers
A. Add a path for stage to the opportunity record page.
B. Use a Kanban list view for Opportunity.
C. Configure an auto launched flow for Opportunity editing.
D. Create a simplified Opportunity page layout. |
|
Definition
Answer: A, B
Explanation:
Paths allow you to display key fields and guidance for each stage of an opportunity. Kanban list views allow you to update records by dragging them between columns.
Reference:
https://help.salesforce.com/s/articleView?id=sf.path_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.kanban_overview.htm&type=5 |
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Term
A sales rep has a list of 300 accounts with contacts that they want to load at one time.
Which tool should the administrator utilize to import the records to salesforce?
A. Dataloader.io
B. Data Loader
C. Manual Import
D. Data Import Wizard |
|
Definition
Answer: D
Explanation:
Data Import Wizard allows you to import up to 50,000 records at a time.
Reference:
https://help.salesforce.com/s/articleView?id=sf.data_importer.htm&type=5 |
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Term
An administrator created a record trigger flow to update contacts. How should the administrator reference the values of the active record the flow is running on?
A. Use the {!Contact.Id} global variable.
B. Use the {!Account.Id} record variable.
C. Use the $Record global variable.
D. Use the Get Records element to find the Id. |
|
Definition
Answer: C
Explanation:
The $Record global variable allows you to reference the values of the active record the flow is running on.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_ref_global_variables.htm&type=5 |
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Term
An administrator gets a rush request from Human Resources to remove a user’s access to
Salesforce Immediately. The user is part of a hierarchy field called Direct Manager. What should the administrator do to fulfil the request?
A. Freeze the user to prevent them from logging in while removing them from being referenced in the Direct Manager field.
B. Deactivate the user and delete any records where they are referenced in the Direct Manager field.
C. Change the user's profile to read-only while removing them from being referenced in the Direct Manager Field.
D. Delete the user and leave all records where they referenced in the Direct Manager Field without changes. |
|
Definition
Answer: A
Explanation:
Freezing a user is a way to temporarily prevent them from logging in to Salesforce without deactivating their user record. This is useful when you need to perform some cleanup tasks before deactivating a user, such as removing them from being referenced in a hierarchy field like Direct Manager.
Reference:
https://help.salesforce.com/s/articleView?id=sf.users_freeze.htm&type=5 |
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Term
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. Use a partner community to track the Contacts.
B. Create a new Contact record for each agency.
C. Create a Junction object to track many-to-many relationship.
D. Enable Contacts to multiple Accounts. |
|
Definition
Answer: D
Explanation:
Contacts to multiple accounts is a feature that allows you to associate a single contact with multiple accounts, both business and person accounts. This way, you can maintain the historical accuracy of the contact record without creating duplicate records for each account.
Reference:
https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts.htm&type=5 |
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Term
Which two actions should an administrator perform with Case escalation rules?
Choose 2 answers
A. Re-open the Case.
B. Send email notifications.
C. Change the Case Priority.
D. Re-assign the Case. |
|
Definition
Answer: B, D
Explanation:
Case escalation rules are used to escalate cases that have not been resolved within a certain time frame by changing the case owner, sending email notifications, or triggering workflow actions. You can use these actions to alert the appropriate users or groups when a case needs urgent attention or escalation.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_caseesc.htm&type=5 |
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|
Term
The Sales director at Cloud Kicks wants to be able to predict upcoming revenue in the next several fiscal quarters so they can set goals and benchmark how reps are performing.
Which two features should the administrator configure?
Choose 2 answers
A. Sales Quotes
B. Opportunity List View
C. Forecasting
D. Opportunity Stages |
|
Definition
Answer: C, D
Explanation:
Forecasting is a feature that allows you to predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout your organization. Opportunity stages are the steps that an opportunity goes through as it moves from creation to close, and they determine the probability and forecast category of the opportunity.
Reference:
https://help.salesforce.com/s/articleView?id=sf.forecasting3_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_opptystages.htm&type=5 |
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|
Term
Universal Containers requires a different Lightning page to be displayed when Accounts are viewed in the Sales Console and in the Service Console. How should an administrator meet this requirement?
A. Update page layout assignments.
B. Define multiple record types.
C. Assign Lightning pages as app default.
D. Create different user profiles. |
|
Definition
Answer: C
Explanation:
Lightning pages are custom layouts that let you design pages for your Salesforce org using Lightning App Builder. You can assign different Lightning pages for different apps, record types, and profiles using Lightning page assignments. To meet the requirement of displaying different Lightning pages for Accounts in Sales Console and Service Console, you need to assign Lightning pages as app default for each app.
Reference:
https://help.salesforce.com/s/articleView?id=sf.lightning_page_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.lightning_page_assignments.htm&type=5 |
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|
Term
Sales reps at Northern Trail Outfitters have asked for a way to change the Probability field value of their Opportunities. What should an administrator suggest to meet this request?
A. Define a new Stage picklist value.
B. Create a custom field on Opportunity.
C. Configure Forecasting support.
D. Make the field editable on page layouts |
|
Definition
Answer: D
Explanation:
Probability is a standard percentage field on the Opportunity object that indicates how likely an opportunity will close successfully. It is automatically calculated based on the opportunity stage unless you make it editable on page layouts. To allow sales reps to change the probability field value of their opportunities, you need to make the field editable on page layouts.
Reference:
https://help.salesforce.com/s/articleView?id=sf.opportunity_fields.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_layoutedit.htm&type=5 |
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|
Term
Ursa Major Solar has its business hours set from 9:00 AM to 5:00 PM for the reps that are on pacific time. The reps on Eastern Time need business hours set to start 3 hours earlier to cover for support. How should an administrator solve for this issue?
A. Set temporary business hours for each time zone.
B. Adjust the currant business hours to accommodate the Eastern Time Zone.
C. Create one set of business hours per time zone.
D. Allow the reps to set business hours manually. |
|
Definition
Answer: C
Explanation:
Business hours are used to specify the days and hours when your company’s employees work. You can create multiple sets of business hours for different time zones or regions and assign them to users based on their location or function. To meet the requirement of having different business hours for reps on pacific time and eastern time, you need to create one set of business hours per time zone and assign them accordingly
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_supporthours.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_supporthours_assign.htm&type=5 |
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Term
An administrator at Cloud Kicks is building a flow that needs to search for records that meet certain conditions and store values from those records in variable for use later in the flow. What flow element should the administrator add?
A. Assignment
B. Get Records
C. Create Records
D. Update Records |
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Definition
Answer: B
Explanation:
Get Records is a flow element that allows you to retrieve one or more records from an object that meet certain conditions and store them in a collection variable or a record variable for use later in the flow. You can also choose which fields from those records you want to store in variables.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_data_getrecords.htm&type=5 |
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Term
An administrator at Cloud Kicks has a flow in production that is supposed to create new records. However, no new records are being created. What could the issue be?
A. The flow is read only.
B. The flow is inactive.
C. The flow URL is deactivated.
D. The flow trigger is missing. |
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Definition
Answer: B
Explanation:
A flow can be active or inactive depending on whether you want it to run or not. An inactive flow cannot be run by users or processes until you activate it. If a flow in production is supposed to create new records but it is not doing so, it could be because the flow is inactive and needs to be activated.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_distribute_activate.htm&type=5 |
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Term
The sales manager at Cloud Kicks wants to set up a business process where opportunity discounts over 30% need to be approved by the VP of sales. Any discounts above 10% need to be approved by the user's manager. The administrator has been tasked with creating an approval process. Which are two considerations the administrator needs to review before setting up this approval process?
Choose 2 answers
A. Create a custom Discount field on the opportunity to capture the discount amount
B. Populate the Manager standard field on the sales users’ User Detail page.
C. Configure two separate approval processes.
D. Allow the submitter choose the approver manually. |
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Definition
Answer: A, C
Explanation:
Discount is not a standard field on the Opportunity object, so you need to create a custom field to capture the discount amount or percentage for each opportunity. To set up an approval process where opportunity discounts over 30% need to be approved by the VP of sales, and any discounts above 10% need to be approved by the user’s manager, you need to configure two separate approval processes with different entry criteria based on the discount field value and different approvers based on their roles.
Reference:
https://help.salesforce.com/s/articleView?id=sf.approvals_getting_started.htm&type=5 |
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Term
What are three characteristics of a master-detail relationship?
Choose 3 answers
A. The master object can be a standard or custom object.
B. Permissions for the detail record are set independently of the master.
C. Each object can have up to five master-detail relationships.
D. Roll-up summaries are supported in master-detail relationships.
E. The owner field on the detail records is the owner of the master record. |
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Definition
Answer: A, D, E
Explanation:
A master-detail relationship is a parent-child relationship in which the master object controls certain behaviors of the detail object. The master object can be a standard or custom object, but not all standard objects support being a master. Roll-up summaries are fields that calculate the sum, count, min, or max of child records. The owner field on the detail records is not available and is automatically set to the owner of the master record.
Reference:
https://www.forcetalks.com/blog/master-detail-relationship-in-salesforce/
https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm&type=5 |
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Term
An administrator at Universal Containers has been asked to prevent users from accessing
Salesforce from outside of their network. What are two considerations for this configuration?
Choose 2 answers
A. IP address restrictions are set on the profile or globally for the org.
B. Users can change their password to avoid login IP restrictions.
C. Enforce Login IP Ranges on Every Request must be selected to enforce IP restrictions.
D. Single sign-on will allow users to log in from anywhere. |
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Definition
Answer: A, C
Explanation:
IP address restrictions allow you to prevent users from accessing Salesforce from outside of their network. You can set IP address restrictions on the profile level or globally for the org. To enforce IP restrictions for API logins, you must select Enforce Login IP Ranges on Every Request in Session Settings.
Reference:
https://help.salesforce.com/s/articleView?id=sf.security_networkaccess.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.security_enforce_ip_ranges.htm&type=5 |
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Term
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?
Choose 2 answers
A. Field Update
B. Chatter Post
C. Auto launched Flow
D. Email Alert |
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Definition
Answer: A, D
Explanation:
Field update and email alert are two types of automated actions that can be added as part of the approval process. Field update allows you to change the value of a field on a record when it is submitted, approved, rejected, or recalled. Email alert allows you to send an email to one or more recipients when a record is submitted, approved, rejected, or recalled.
Reference:
https://help.salesforce.com/s/articleView?id=sf.approvals_automated_actions.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.approvals_creating_approval_actions.htm&type=5 |
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Term
Which two capabilities are considerations when marking a field as required in Object Manager?
Choose 2 answers
A. The field is not required to save records via the API on that object.
B. The field is universally required to save a record on that object.
C. The field is added to every page layout on that object.
D. The field is optional when saving records via web-to-lead and web-to-case |
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Definition
Answer: A, B
Explanation:
When you mark a field as required in Object Manager, the field is universally required to save a record on that object in the user interface. However, the field is not required to save records via the API on that object, unless you also mark it as required on the page layout.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fields_about_required_fields.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.admin_profile_picklists.htm&type=5 |
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Term
Universal Containers requires that when an Opportunity is closed won, all other open opportunities on the same account must be marked as closed lost. Which automation solution should an administrator use to implement this request?
A. Quick Action
B. Workflow Rule
C. Flow Builder
D. Outbound Message |
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Definition
Answer: C
Explanation:
Flow Builder allows you to create an automated business process that can update records based on certain criteria. You can use a scheduled flow to run once a week and count the number of open cases related to an account.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_builder_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.flow_concepts_scheduled_start.htm&type=5 |
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Term
Cloud Kicks wants a reports to categorize accounts into small, medium, and large based on the dollar value found in the Contract Value Field. What feature should an administrator use to meet this request?
A. Detail Column
B. Bucket Column
C. Group Rows
D. Filter Logic |
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Definition
Answer: B
Explanation:
Bucket column allows you to categorize report data into groups without creating a formula or custom field. You can create buckets for different ranges of values and assign labels to them.
Reference:
https://help.salesforce.com/s/articleView?id=sf.reports_bucketing_overview.htm&type=5 |
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Term
Cloud Kicks (CK) is partnering with a used shoe store and second-hand bicycle emporium. CK has an automated business process it wants to run once a week to count the number of open cases related to an account. How should the administrator recommend automating this business process?
A. Create a workflow rule with an outbound message.
B. Set up a scheduled process in Process Builder.
C. Configure a scheduled flow in flow Builder.
D. Use a process to update the account when it is edited |
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Definition
Answer: C
Explanation:
Flow Builder supports creating a scheduled flow that can run at specified intervals and perform actions on a set of records that meet certain criteria.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_builder_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.flow_concepts_scheduled_start.htm&type=5 |
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Term
An administrator has assigned a permission set group with the two-factor authentication for User Interface Logins permissions and the two-factor authentication for API Logins permission to a group of users. Which two prompts will happen when one of the users attempts to log in to Data Loader?
Choose 2 answers
A. Users need to connect an authenticator app to their Salesforce account.
B. Users need to get a security token from a trusted network using Reset My Security Token.
C. Users need to download and install an authenticator app on their mobile device.
D. Users need to enter a verification code from email or SMS, whichever has higher priority. |
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Definition
Answer: A, D
Explanation:
Two-factor authentication requires users to verify their identity with two pieces of information when they log in to Salesforce. One piece is their username and password, and the other is a verification code from an authenticator app or email or SMS.
Reference:
https://help.salesforce.com/s/articleView?id=sf.identity_2fa_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.identity_2fa_login_flow.htm&type=5 |
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Term
Cloud Kicks need to be able to show different picklist values for sales and marketing users. Which two options will meet this requirement?
Choose 2 answers
A. One page layout, two record types, one picklist
B. Two page layouts, one record type, two picklists
C. Two permission sets, one record type, one picklist
D. One record type, two profiles, one picklist |
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Definition
Answer: A, D
Explanation:
To show different picklist values for sales and marketing users, you can either use record types or profiles. Record types allow you to have different picklist values for different page layouts assigned to different profiles. Profiles allow you to restrict picklist values based on user permissions.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.admin_profile_picklists.htm&type=5 |
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Term
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?
Choose 2 answers
A. Collaboration groups are created automatically for every department.
B. Object layouts should be configured to include the groups related list.
C. The Add Record action must be configured in the group publisher.
D. An administrator needs to create a group to enable record sharing |
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Definition
Answer: B, C
Explanation:
To enable record sharing and collaboration with groups, you need to add the groups related list to the object layouts and configure the Add Record action in the group publisher.
Reference:
https://help.salesforce.com/s/articleView?id=sf.collab_groups_records.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.collab_groups_record_actions.htm&type=5 |
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Term
Executives at Cloud Kicks have reported that their dashboards are showing inaccurate data. The administrator has discovered been changing the source reports. Which two actions should the administrator take to preserve the integrity of the source reports?
Choose 2 answers
A. Create a new report folder with viewer access.
B. Move the dashboard to the user’s private folder.
C. Move the dashboard reports to the view-only folder.
D. Change the dashboard to be a dynamic dashboard |
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Definition
Answer: A, C
Explanation:
Report folders are used to organize and secure reports in Salesforce. You can set different levels of access for different users or groups on each report folder. To preserve the integrity of the source reports for dashboards, you can create a new report folder with viewer access only and move the dashboard reports to that folder. This way, users can view the reports but not edit them.
Reference:
https://help.salesforce.com/s/articleView?id=sf.reports_folders.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.reports_dashboard_folder_access.htm&type=5 |
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Term
Cloud Kicks has decided to delete a custom field. What will happen to the data in the field when it is deleted?
A. The data in the field is stored for 20 days.
B. The data is permanently deleted.
C. The data associated with the field is required.
D. The data is restorable from the recycle bin. |
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Definition
Answer: A
Explanation:
When you delete a custom field, the data in that field is stored for 20 days before it is permanently deleted. During this time, you can restore the field and its data from the Recycle Bin or use Data Loader to export the data.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_del_field.htm&type=5 |
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Term
AW Computing has six sales teams in a region. These teams always consists of the same account manager, engineer, and assistant. What should the administrator configure to make it easier for teams to collaborate with the same customer?
A. Enable and configure standard opportunity teams with splits.
B. Enable account teams and show the users how to set up a default account team.
C. Create a queue for each team and assign account ownership to the queue.
D. Propose the users manually share all their accounts with their teammates. |
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Definition
Answer: B
Explanation:
Account teams are groups of users who work together on an account. You can enable account teams in Setup and assign team roles and access levels for each team member. Users can set up a default account team that is automatically added to any account that they own or create. This makes it easier for teams to collaborate with the same customer without manually sharing each account.
Reference:
https://help.salesforce.com/s/articleView?id=sf.accountteam.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.accountteam_default.htm&type=5 |
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Term
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?
Choose 2 answers
A. Resetting the password will change the user’s password policy.
B. Single sign-on users can reset their own passwords using the forgot password link.
C. Resetting a locked-out user’s password automatically unlocks the user’s account.
D. After resetting a password, the user may be required to activate their device to successfully log in to Salesforce. |
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Definition
Answer: C, D
Explanation:
Page layout editor is a tool that allows you to customize the layout and organization of detail and edit pages for a specific object and record type combination. You can use page layout editor to make fields editable or read-only on page layouts for different profiles or record types. After resetting a password, the user may be required to activate their device by entering a verification code sent to their email address or phone number before they can log in to Salesforce. This is a security feature that helps prevent unauthorized access to Salesforce from unknown devices or browsers.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_layoutedit.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.identity_verification.htm&type=5 |
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Term
When users log in to Salesforce via the user interface, which two settings does the system check for authentication?
Choose 2 answers
A. The user’s Two-Factor Authentication for API Logins permission
B. The role IP address restrictions
C. The user's profile login hours restrictions
D. The user’s Two-Factor Authentication for User Interface Logins permission |
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Definition
Answer: C, D
Explanation:
When users log in to Salesforce via the user interface, the system checks for authentication based on their profile settings and permissions. One of the settings is login hours, which specify the time range when users can log in to Salesforce based on their profile. Another setting is Two-Factor Authentication for User Interface Logins permission, which requires users to enter a verification code along with their username and password when they log in to Salesforce via the user interface.
Reference:
https://help.salesforce.com/s/articleView?id=sf.users_profiles_loginhours.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.security_2fa_perm_ui_logins.htm&type=5 |
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Term
Which two solutions could an administrator find on the AppExchange to enhance their organization?
Choose 2 answers
A. Communities
B. Consultants
C. Components
D. Customers |
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Definition
Answer: B, C
Explanation:
The AppExchange is an online marketplace where you can find solutions to enhance your Salesforce organization. Some of the solutions you can find on the AppExchange are consultants and components. Consultants are certified professionals who can help you with your Salesforce projects, such as implementation, customization, integration, training, etc. Components are reusable building blocks that you can use to create apps or pages in Salesforce, such as charts, calendars, maps, buttons, etc.
Reference:
https://appexchange.salesforce.com/consultants
https://appexchange.salesforce.com/components |
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Term
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. Lightning Web Component
B. Approval Process
C. Workflow Field Update
D. Process Builder |
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Definition
Answer: D
Explanation:
Process Builder is an automation tool that allows you to create processes that perform actions based on criteria that you specify. You can use Process Builder to update fields on related records when a record is created or updated. To meet the requirement of updating the parent object Referral when the Referral Date field is updated on the custom object Referral Source, you need to create a process that triggers when a Referral Source record is updated, checks if the Referral Date field has changed, and updates the Referral Date field on the related Referral record.
Reference:
https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5 |
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Term
Sales and Customer Care at Ursa Major Solar need to see different fields on the Case related list from the Account record. Sales users want to see Case created date and status while Customer Care would like to see owner, status, and contact. What should the administrator use to achieve this?
A. Related Lookup Filters
B. Compact Layout Editor
C. Page Layout editor
D. Search Layout Editor |
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Definition
Answer: C
Explanation:
Page layout editor is a tool that allows you to customize the layout and organization of detail and edit pages for a specific object and record type combination. You can also use page layout editor to customize related lists on detail pages by adding or removing fields, changing column order, sorting records, etc. To meet the requirement of showing different fields on the Case related list from the Account record for Sales and Customer Care users, you need to use page layout editor to modify the related list properties for each page layout assigned to those users.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_layoutrelatedlists.htm&type=5 |
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Term
The support manager at Cloud Kicks wants to respond to customers as quickly as possible. They have requested that the response include the top five troubleshooting tips that could help solve the customer’s issue. What should the administrator suggest to meet these requirement?
A. Auto-Response Rules
B. Email Alerts
C. Knowledge Articles
D. Assignment Rules |
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Definition
Answer: C
Explanation:
Knowledge articles are documents that provide information or solutions about products, services, or processes in Salesforce. You can use knowledge articles to respond to customers quickly and consistently with accurate information. You can create different types of articles with different templates and fields, such as FAQ articles, troubleshooting articles, how-to articles, etc. To meet the requirement of responding to customers with the top five troubleshooting tips that could help solve their issue, you need to create knowledge articles with those tips and attach them to your email responses or case comments.
Reference:
https://help.salesforce.com/s/articleView?id=sf.knowledge_article_types.htm&type=5 |
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Term
Northern Trail Outfitters is using one profile for all of its marketing users, providing read-only access to the Campaign object. A few marketing users now require comprehensive edit access on Campaigns. How should an administrator fulfil this request?
A. Permission sets
B. Organization-wide defaults
C. Marketing user checkbox
D. Field-level security |
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Definition
Answer: A
Explanation:
Permission sets are used to grant additional permissions and access settings to individual users without changing their profiles or requiring a new profile to be created. You can use permission sets
to extend users’ functional access without changing their existing profiles. To meet the request of giving comprehensive edit access on Campaigns to a few marketing users who have read-only access by default, you need to create a permission set with edit access on Campaigns and assign it to those users.
Reference:
https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5 |
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Term
The administrator for Cloud Kicks has created a screen flow to help service reps ask the same set of questions when customers call in with issues. This screen should be visible from cases.
How should the screen flow be distributed?
A. Page Layout
B. Component Filter
C. Lightning page
D. Home page |
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Definition
Answer: C
Explanation:
Lightning page allows you to customize a record page and add a screen flow as a component. You can use the Lightning App Builder to drag and drop the Flow component onto the page and select the screen flow you want to display.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_distribute_lightning_page.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.flow_builder_overview.htm&type=5 |
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Term
Northern Trail Outfitters has a custom quick action on Account that creates a new Case. How should an administrator make the quick action available on the Salesforce mobile app?
A. Create a custom Lightning App with the action.
B. Modify compact Case page layout to include the action.
C. Include the action in the Salesforce Mobile Navigation menu.
D. Add the Salesforce Mobile and Lightning Experience action to the page layout. |
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Definition
Answer: D
Explanation:
To make a quick action available on the Salesforce mobile app, you need to add it to the Salesforce Mobile and Lightning Experience Actions section of the page layout. You can use the Page Layout Editor to drag and drop the quick action onto the section.
Reference:
https://help.salesforce.com/s/articleView?id=sf.actions_in_lex.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_page_layouts.htm&type=5 |
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Term
The administrator at DreamHouse Realty added an email quick action to the Case page layout and is unable to see the action on the case feed. Which feature must be enabled to ensure the quick action will be displayed as expected?
A. Email Notifications
B. Email-to-Case
C. Email Alerts
D. Email Templates |
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Definition
Answer: B
Explanation:
Email-to-Case allows you to create cases from incoming emails. You need to enable this feature and set up routing addresses and case creation settings.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customizesupport_email_to_case.htm&type=5 |
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Term
An administrator has reviewed an upcoming critical update.
How should the administrator proceed with activation of the critical update?
A. Activate the critical update in a sandbox.
B. Allow the critical update to auto-activate.
C. Activate the critical update in production.
D. Allow the critical update to auto-activate in a sandbox. |
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Definition
Answer: A
Explanation:
To test the impact of a critical update before it is auto-activated, you should activate it in a sandbox first. This way, you can verify that your customizations and integrations work as expected without affecting your production org.
Reference: https://help.salesforce.com/s/articleView?id=sf.admin_critical_updates.htm&type=5 |
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Term
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?
Choose 2 answers
A. Web-to-Case
B. Case Escalation
C. Case Queues
D. Email-to-Case |
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Definition
Answer: A, D
Explanation:
Web-to-Case and Email-to-Case are two solutions that allow customers to create cases from a web form or an email. Web-to-Case generates HTML code for a web form that you can place on your website. Email-to-Case converts incoming emails into cases.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customizesupport_web_to_case.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customizesupport_email_to_case.htm&type=5 |
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Term
An administrator is on a tight deadline to create dashboards for the sales and marketing teams at AW Computing. What should the administrator do to meet the deadline without increasing the budget?
A. Train someone on the sales and marketing teams to build dashboards.
B. Check the AppExchange for prebuilt Solution that can be easily customized.
C. Hire a Consultant to build the custom dashboards.
D. Build the dashboards manually to meet the deadline. |
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Definition
Answer: B
Explanation:
To save time and budget, you can check the AppExchange for prebuilt solutions that can be easily customized for your needs. AppExchange is a marketplace for apps, components, and consulting services that extend Salesforce functionality.
Reference:
https://appexchange.salesforce.com/ |
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Term
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. Related List
B. Autolaunched Flow
C. Record Detail
D. Screen Flow |
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Definition
Answer: D
Explanation:
Screen flow allows you to create a form that collects user input and performs actions based on that input. You can use screen components to display questions and instructions, and use flow logic to update records or send notifications.
Reference: https://trailhead.salesforce.com/content/learn/modules/screen-flows/get-started-withscreen-
flows https://help.salesforce.com/s/articleView?id=sf.flow_builder_overview.htm&type=5 |
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Term
The administrator at Ursa Major Solar need to make sure the unassigned cases from VP customers get transferred to the appropriate service representative within 5 hours. VIP Customers have access to support 24 hours a day. How should this be configured?
A. Assignment Rules.
B. Business Hours.
C. Case Queues
D. Escalation Rules |
|
Definition
Answer: D
Explanation:
Escalation rules allow you to escalate cases based on certain criteria, such as time or priority. You can use escalation rules to transfer unassigned cases to the appropriate service representative within a specified time frame.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_escalation.htm&type=5 |
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Term
An administrator at Ursa Major Solar needs to send information to an external accounting system What workflow action should the administrator use to accomplish this?
A. Assign Task
B. Outbound Message
C. Create Record
D. Custom Notification |
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Definition
Answer: B
Explanation:
Outbound message allows you to send information to an external system as part of a workflow rule or approval process. You can use outbound message to specify which fields to send and which
endpoint URL to send them to.
Reference:
https://help.salesforce.com/s/articleView?id=sf.workflow_om_considerations.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.workflow_om_define.htm&type=5 |
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Term
Northern Trail Outfitters has the Case Object set to private. The support manager raised a concern the reps have a boarder view of data than expected and can see all cases on their groups dashboards. What could be Causing reps to have inappropriate access to data on dashboards?
A. Dashboard Filters
B. Dashboard Subscriptions
C. Dynamic Dashboards
D. Public Dashboards. |
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Definition
Answer: C
Explanation:
Dynamic dashboards allow you to display data according to the security settings of the running user. If users have different access levels to data on dashboards, you can use dynamic dashboards to show them only what they are allowed to see.
Reference:
https://help.salesforce.com/s/articleView?id=sf.dashboards_dynamic.htm&type=5 |
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Term
An Administrator wants to trigger a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer. Which two automation tools should the administrator use?
Choose 2 answers
A. Process Builder
B. Workflow Rule
C. Field Update
D. Outbound Message |
|
Definition
Answer: A, C
Explanation:
Process builder can be used to create a record-triggered flow that executes when an opportunity is closed as won and creates a follow-up task for the owner. Field update can be used to update a date field on the opportunity that can be referenced by a time-dependent workflow rule to create another task after 60 days.
Reference:
https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.workflow_time_action_considerations.htm&type=5 |
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Term
An administrator Creates a custom text area field on the Account object and adds it to the service team's page layout. The services team manager loves the addition of this field and wants it to appear in the highlights panel so that the services reps can quickly find it when on the Account Page. How should the administrator accomplish this?
A. Create a new page layout and a new section titled highlights panel.
B. In the Account object manager, create a custom compact layout.
C. From the page layout editor, drag the field to the highlights panel.
D. Make the field required and move it to the top of the page. |
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Definition
Answer: B
Explanation:
Compact layouts determine which fields appear in the highlights panel on record pages and in the Salesforce mobile app. To create a custom compact layout, go to the Account object manager and select Compact Layouts from the sidebar menu. Then click New and add the desired fields to the layout.
Reference:
https://help.salesforce.com/s/articleView?id=sf.compact_layouts_create.htm&type=5 |
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Term
A team of support users at Cloud Kicks is helping inside sales reps make follow-up calls to prospects that filled out an interest from online. The team currently does not access to the lead object. How should an administrator provide proper access?
A. Create a new profile
B. Configure permission sets.
C. Assign a new role.
D. Set Up Manual Sharing |
|
Definition
Answer: B
Explanation:
Permission sets are a flexible way to grant additional access to users without changing their profiles. To provide access to the lead object for a team of support users, create a permission set that include the appropriate object and field permissions for leads, and then assign it to the users.
Reference:
https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5 |
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Term
Which item is available in a Lightning App where visibility is limited to the Salesforce Mobile App?
A. Today
B. Favorites
C. Utility Bar
D. Home Page |
|
Definition
Answer: C
Explanation:
Utility bar is a feature that is available in a Lightning app where visibility is limited to the Salesforce mobile app. Utility bar allows users to access common productivity tools, such as notes, history, recent items, and more, from any page in the app.
Reference:
https://help.salesforce.com/s/articleView?id=sf.app_builder_utility_bar.htm&type=5 |
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Term
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 Hierarchy
B. Campaign Influence
C. Map Custom Lead Fields
D. List Email Activities |
|
Definition
Answer: B
Explanation:
Campaign influence is a feature that allows users to track how campaigns have influenced opportunities and measure the return on investment (ROI) of marketing efforts. Users can see which
campaigns have influenced an opportunity on the related list and assign different attribution models to calculate the campaign influence.
Reference:
https://help.salesforce.com/s/articleView?id=sf.campaigns_influence.htm&type=5 |
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Term
Ursa Major Solar uses two different page layouts for Account records. One page layout reflects the fields related to customer accounts and another page layout includes fields for partner accounts. The administrator has assigned the customer account page layout to sales and support users and the partner account layout to the partner management team. What should the administrator configure to meet this requirement?
A. Use a public group and a criteria-based sharing rule to share customer accounts with the partner
team.
B. Add members of the partner management team to the default Account team for the customer accounts.
C. Grant create, read, edit and delete access to customer accounts on the partner team profile.
D. Create one record type for customer accounts and one record type for partner accounts. |
|
Definition
Answer: D
Explanation:
Record types are a way to assign different page layouts and picklist values to different users based on their business needs. To use two different page layouts for customer and partner accounts, create one record type for each account type and assign them to the appropriate page layouts and profiles.
Reference: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5 |
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Term
User at Cloud Kicks want to see information more useful for their role on the Case page. How should an administrator make the pages more dynamic and easier to use?
A. Add Component visibility filters to the Components.
B. Remove fields from the record details component.
C. Delete the extra component from the page.
D. Include more tab components with filters. |
|
Definition
Answer: A
Explanation:
Component visibility filters are a way to make the record pages more dynamic and easier to use by showing or hiding components based on certain criteria. For example, users can see different components based on their profile, role, record type, or field values.
Reference:
https://help.salesforce.com/s/articleView?id=sf.app_builder_component_visibility.htm&type=5 |
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Term
Universal Containers (UC) customers have provided feedback that their support cases are not being responded to quickly enough. UC wants to send all unassigned Cases that have been open for more than 2 hours to an urgent Case queue and alert the support manager. which feature should an administrator configure to meet this requirement?
A. Case Scheduled Reports.
B. Case Dashboard Refreshes.
C. Case Escalation Rules.
D. Case Assignment Rules. |
|
Definition
Answer: C
Explanation:
Case escalation rules are a way to automatically escalate cases that meet certain criteria, such as being open for more than a specified time or having a certain priority. Escalation rules can assign cases to a different owner or queue and send email notifications to the support manager or other recipients.
Reference:
https://help.salesforce.com/s/articleView?id=sf.case_escalation.htm&type=5 |
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Term
Cloud Kicks has created a screen flow for their sales team to use when they add new leads. The screen flow collect name, email and shoe preference. which two things should the administrator do to
display the screen flow?
Choose 2 answers
A. Create a tab and add the screen flow to the page.
B. Use a flow element and add the screen flow to the record page.
C. Add the flow in the utility bar of the console.
D. Install an app from the AppExchange. |
|
Definition
Answer: A, B
Explanation:
To display the screen flow, the administrator should create a tab and add the screen flow to the page. The administrator can also use a flow element and add the screen flow to the record page.
The other options are not relevant to this scenario. Adding the flow in the utility bar of the console will not display the screen flow. Installing an app from the AppExchange is not necessary to display the screen flow.
Here are the steps on how to create a tab and add the screen flow to the page:
Go to Setup > Tabs.
Click New.
Enter a name and label for the tab.
Select the Screen Flow tab type.
Select the screen flow that you want to display.
Click Save.
Here are the steps on how to use a flow element and add the screen flow to the record page:
Go to Setup > Customize > Lightning App Builder.
Select the record page that you want to add the screen flow to.
Click Edit.
Drag the Flow element from the Palette to the canvas.
Select the screen flow that you want to display.
Click Save. |
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Term
Universal Containers has two sales teams, Sales team A and Sales team B. Each team has their own role in the role hierarchy. Both roles are subordinates of the same Manager role. How Should the administrator share records owned by sales team A with Sales team B?
A. Hierarchical sharing
B. Use Manual sharing
C. Criteria based sharing
D. Owner based sharing |
|
Definition
Answer: B
Explanation:
Manual sharing allows record owners to share individual records with other users or groups. This is useful when one-off sharing is needed for a specific situation. Hierarchical sharing, criteria-based sharing and owner-based sharing are not suitable for this scenario because they are based on predefined rules or roles that do not match the requirement.
Reference:
https://help.salesforce.com/s/articleView?id=sf.sharing_overview.htm&type=5 |
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Term
An administrator at Cloud Kicks needs to export a file of closed won opportunities from the last 90 days. The file should include the Opportunity Name, ID, Close Date, and Amount. How should the administrator export this file?
A. Data Export Wizard.
B. Data Import Wizard.
C. Data Export Wizard.
D. Data Loader. |
|
Definition
Answer: A
Explanation:
Data Export Wizard allows administrators to export data from Salesforce in CSV files. It can be used to export data for backup purposes or to analyze data in external tools. Data Import Wizard is used to import data into Salesforce, not export. Data Loader is a desktop tool that can also export data, but it is more complex and requires installation. Report Builder is used to create reports in Salesforce, not export data.
Reference: https://help.salesforce.com/s/articleView?id=sf.data_export.htm&type=5 |
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Term
Northern Trail Outfitters wants emails received from customers to generate cases automatically. How should the administrator ensure that the emails are sent to the correct queue?
A. Utilize a flow to identify the correct queue and assign the case.
B. Use a custom email services to set the owner of the case upon creation.
C. Create an Escalation Rules to send cases to the correct queue.
D. Configure Email-to-Case so emails are delivered to the correct queue |
|
Definition
Answer: D
Explanation:
Email-to-Case allows administrators to set up routing addresses that automatically create cases from incoming emails and assign them to queues based on predefined criteria. This way, emails from customers can generate cases automatically and be sent to the correct queue. A flow is a tool for building automated processes, but it is not designed for email routing. A custom email service is a way to process inbound emails using Apex code, but it requires coding skills and is more complex than Email-to-Case. An escalation rule is a way to escalate cases based on certain conditions, but it does not create cases from emails or assign them to queues.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_email2case.htm&type=5 |
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Term
Sales reps at Cloud Kicks want to be notified when they have a high likelihood of winning an opportunity over $1,000,000. Which feature meets this requirement?
A. Key Deals
B. Big Deal Alerts
C. Activity Timeline
D. Performance chart |
|
Definition
Answer: B
Explanation:
Big Deal Alerts are notifications that are sent to users when an opportunity reaches a certain amount, probability, or stage. They can be configured by administrators to alert sales reps or
managers when they have a high likelihood of winning a big deal. Key Deals are a feature of Einstein Opportunity Scoring that shows the top opportunities based on their score and stage, but they do not send notifications. Activity Timeline is a component of Lightning Experience that shows the past and upcoming activities related to a record, but it does not notify users of big deals. Performance chart is a type of report chart that shows how well users or teams are performing against their goals, but it does not alert users of big deals.
Reference:
https://help.salesforce.com/s/articleView?id=sf.forecasts3_big_deal.htm&type=5 |
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Term
Universal Container wants to increase the security of their org by requiring stricker user passwords. Which two of the following should an administrator configure?
Choose 2 answers
A. Password different then username
B. Prevent common words
C. Minimum password length
D. Password complexity requirement |
|
Definition
Answer: C, D
Explanation:
Minimum password length and password complexity requirement are two settings that administrators can configure to increase the security of user passwords in Salesforce. They determine how long and how complex the passwords must be to meet the security standards. Password different than username and prevent common words are not valid settings in Salesforce, although they are good practices for creating strong passwords.
Reference:
https://help.salesforce.com/s/articleView?id=sf.admin_password_policies.htm&type=5 |
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Term
Northern Trail Outfitters wants to know the average stage duration for all closed Opportunities. How should an administrator support this request?
A. Use process builder to capture the daily average on each opportunity.
B. Add Formula Fields to track Stages on each Opportunity.
C. Run the Opportunity Stage Duration report.
D. Refresh weekly reporting snapshots for Closed Opportunities. |
|
Definition
Answer: C
Explanation:
The Opportunity Stage Duration report is a standard report that shows how long opportunities spend in each stage before they are closed. It can be used to measure the average stage duration for all closed opportunities by grouping and summarizing the data by stage name and duration fields. Using process builder to capture the daily average on each opportunity is not feasible because it would require creating multiple fields and formulas on the opportunity object and updating them every day. Adding formula fields to track stages on each opportunity is also not practical because it would require creating multiple fields and formulas on the opportunity object and maintaining them every time a stage changes. Refreshing weekly reporting snapshots for closed opportunities is not necessary because the report can run on real-time data without snapshots.
Reference:
https://help.salesforce.com/s/articleView?id=sf.reports_opportunity_stage_duration_report.htm&ty
pe=5 |
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Term
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
B. Global Value Picklists
C. Predefined field Values
D. Dependent Picklists |
|
Definition
Answer: A
Explanation:
Validation rules are a way to enforce data quality and business logic by preventing users from saving records that do not meet certain criteria. They can be used to require users to follow the status values as they are on the path and prevent them from reverting the case back to a previous status by using formulas that compare the old and new values of the status field. Global value picklists are a way to create and maintain picklist values that can be shared across multiple fields, but they do not enforce any logic or order on the values. Predefined field values are a way to set default values for fields on path settings, but they do not prevent users from changing them later. Dependent picklists are a way to filter the values of one picklist based on the value of another picklist, but they do not prevent users from going back to a previous value.
Reference:
https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm&type=5 |
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Term
Sales reps miss key fields when filling out on opportunity record through the process. Reps need to move forward Win unable to enter previous stage. Which three options should the administrator use to address this need?
Choose Three answers
A. Enable guided selling.
B. Use Validation Rules.
C. Configure Opportunity Path.
D. Use Flow to mark fields required.
E. Mark fields required on the page layout. |
|
Definition
Answer: A, B, E
Explanation:
Guided selling, validation rules, and required fields on the page layout are three options that can be used to ensure sales reps fill out key fields when working on an opportunity through the process. Guided selling allows administrators to add prompts and guidance at each stage of the path to help reps move forward with confidence. Validation rules allow administrators to enforce data quality and business logic by preventing reps from saving records that do not meet certain criteria. Required fields on the page layout allow administrators to make certain fields mandatory for reps to enter before saving records. Configuring opportunity path can help reps visualize and update key fields at each stage, but it does not make them required or prevent them from moving forward without entering them. Using flow to mark fields required is not possible because flows cannot modify page layouts or field properties.
Reference:
https://help.salesforce.com/s/articleView?id=sf.path_guided_selling.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fields_defining_field_properties.htm&type=5 |
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Term
Cloud Kicks (CK) has new administrator who is asked to put together a memo detailing salesforce uses to budget for upcoming license purchases. Where should the administrator go to find out what type of licenses CK has purchased and how many are available?
A. Search for licenses types in setup.
B. User Licenses Related List in Company information.
C. User Management settings in setup.
D. Usage based entitlement related list in company information. |
|
Definition
Answer: B
Explanation:
The User Licenses related list in Company Information shows the types of licenses that have been purchased for an org and how many are available or used. It also shows the expiration date of each license type if applicable. This information can help administrators plan for license purchases and manage user access. Searching for license types in setup does not show how many licenses have been purchased or how many are available or used. User Management settings in setup does not show license information either, but rather settings related to user login, session, identity, etc. Usage-based entitlement related list in company information shows information about usage-based licenses such as API requests or sandboxes, but not user licenses.
Reference:
https://help.salesforce.com/s/articleView?id=sf.users_understanding_license_types.htm&type=5 |
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Term
The marketing team at Ursa Major Solar wants to send a personalized email whenever a lead fills out the web-to-Lead form on their website. They want to send different Message based on the Lead Industry Field Value. What Should an administrator configure to meet this requirement?
A. Use Validation rule to trigger workflow to email to lead.
B. Configure an auto response rule to email the lead.
C. Add a public group and process builder to email the lead.
D. Create an assignment rule to email the lead |
|
Definition
Answer: B
Explanation:
Auto response rules are a way to automatically send email responses to leads or cases based on certain criteria such as lead source, industry, etc. They can be used to send personalized emails whenever a lead fills out a web-to-lead form on a website and send different messages based on the lead industry field value. Using validation rule to trigger workflow to email the lead is not possible because validation rules cannot trigger workflows or send emails; they only prevent records from being saved if they do not meet certain criteria. Adding a public group and process builder to email the lead is unnecessary because auto response rules can handle this requirement without additional configuration or customization. Creating an assignment rule to email the lead is also unnecessary because assignment rules are used to assign leads or cases to users or queues based on certain criteria, not send emails; although they can have email alerts as part of their actions, they are not as flexible as auto response rules for personalizing email messages.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_leadsautoresponse.htm&type=5 |
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Term
Cloud Kicks has a Customer success agent going on leave and needs to change ownership on multiple cases. Which two users are able to fulfill this request?
Choose 2 answers
A. A user with Read Permission on account.
B. A user with manager role above the agent.
C. A user with the System Administrator profile.
D. A user with the Manage Cases Permission |
|
Definition
Answer: B, C
Explanation:
A user with manager role above the agent can change ownership on multiple cases that are owned by the agent or by users below the agent in the role hierarchy. A user with the System Administrator profile can change ownership on any case, regardless of the owner or role hierarchy.
Reference:
https://help.salesforce.com/s/articleView?id=sf.case_change_owner.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.admin_userperms.htm&type=5 |
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Term
The marketing director at Northern Trail Outfitters has requested that the budget field is populated in order for the Lead Status field to be marked as qualified. What tool should the administrator use to fulfill this request?
A. Lead Conversion.
B. Require Field.
C. Workflow Rule
D. Validation Rule |
|
Definition
Answer: D
Explanation:
Validation rule is a tool that can be used to enforce data quality and business logic by preventing users from saving records that do not meet certain criteria. In this case, a validation rule can be created on the Lead object to display an error message if the Lead Status field is marked as qualified and the Budget field is blank.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fields_about_validation_rules.htm&type=5 |
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Term
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?
Choose 2 answers
A. Ensure that the page layout for the user's profile has been updated.
B. Run the setup audit trail for the organization.
C. Update the organization wide default for the object.
D. Review the field level security of the field for the user profile |
|
Definition
Answer: A, D
Explanation:
Page layout and field level security are two factors that determine whether a user can see a new field on a record. To troubleshoot this issue, the administrator should ensure that the page layout for the user’s profile has been updated to include the new field and that the field level security of the field for the user profile allows read or edit access.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_layoutoverview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.admin_fls.htm&type=5 |
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Term
The administrator at Ursa Major Solar has Created a new record type for customer warranty cases which two assignments should the administrator use to display the new record type to users?
Choose 2 answers
A. Profile Assignment
B. Role Assignment
C. App Manager Assignment
D. Page layout Assignment |
|
Definition
Answer: A, D
Explanation:
Profile assignment and page layout assignment are two assignments that should be used to display a new record type to users. Profile assignment determines which profiles can access a record type and which record type is the default for each profile. Page layout assignment determines which page layout is assigned to each record type and profile combination.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_recordtype_assign.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_recordtype_pagelayoutassign.htm&type=
5 |
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Term
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?
Choose 2 answers
A. Account
B. Campaign
C. Case
D. Contact |
|
Definition
Answer: A, D
Explanation:
Account and contact are two records that can be created when using the lead conversion process. The lead conversion process converts a lead into an account, a contact, and optionally, an opportunity.
Reference: https://help.salesforce.com/s/articleView?id=sf.convert_lead.htm&type=5 |
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Term
Universal Containers (UC) has a queue that is used for managing tasks that need to be worked by the UC customer support team. The same team will now be working some of UC's Cases. Which two options should the administrator use to help the support team?
Choose 2 answers
A. Configure a flow to assign the cases to the queue.
B. Use assignment rules to set the queue as the owner of the case.
C. Add Cass to the existing queue as available object.
D. Create a new queue and add Cases as an available object. |
|
Definition
Answer: B, C
Explanation:
Assignment rules and queue configuration are two options that should be used to help the support team work on some of UC's cases. Assignment rules can be used to automatically assign cases to a queue based on certain criteria, such as case origin or priority. Queue configuration can be used to add Case as an available object to the existing queue and specify which users or groups can access the queue.
Reference:
https://help.salesforce.com/s/articleView?id=sf.case_assignment_rules.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_queues.htm&type=5 |
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Term
The administrator at AW Computing wants to send off client welcome tasks and a welcome email to the primary contact automatically when an Opportunity is Closed won. What automation tool best accomplishes this?
A. Validation Rule
B. Outbound Message
C. Approval Process
D. Process Builder |
|
Definition
Answer: D
Explanation:
Process Builder is a tool that can be used to automate business processes by creating record triggered flows that execute actions when certain conditions are met. In this case, Process Builder can be used to create a flow that executes when an opportunity is closed won and creates a client welcome task and a welcome email for the primary contact.
Reference:
https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5 |
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Term
Cloud Kicks users are seeing error messages when they use one of their screen flows. The error messages are confusing but could be resolved if the users entered more information on the account before starting the flow. How should the administrator address this issues?
A. Remove validation rules so that the users are able to process without complete records.
B. Create a permission set to allow users to bypass the error.
C. Use a fault connector and display a screen with text explaining what went wrong and how to correct it.
D. Uncheck the end user Flow Errors box in setup. |
|
Definition
Answer: C
Explanation:
Fault connector and screen component are two features that can be used to address the issue of users seeing error messages when they use one of their screen flows. Fault connector can be used to handle errors that occur when a flow element fails, such as a record create or update element. Screen component can be used to display a message to the user with text explaining what went wrong and how to correct it.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_connector_fault.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_screencmp_display_text.htm&ty
pe=5 |
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Term
Cloud Kicks has a custom object named shoe. The administrator has been asked to ensure that when a relationship is created between Account and shoe to prevent orphaned shoe records. What should the administrator do to complete this requirement?
A. Create an indirect lookup
B. Create an encrypted lookup
C. Create a hierarchical lookup
D. Create a master-detail lookup |
|
Definition
Answer: D
Explanation:
Master-detail lookup is a type of relationship field that can be used to create a relationship between Account and Shoe and prevent orphaned Shoe records. Master-detail lookup establishes a parent-child relationship between two objects, where the parent record controls certain behaviors of the child record, such as security, ownership, and deletion. If the parent record is deleted, all the child records are deleted as well.
Reference:
https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm&type=5 |
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Term
Aw Computing needs to capture a loss reason in rich text field when an opportunity is Closed lost. How should an administrator configure this requirement?
A. Select the requirement checkbox next to the loss reason field on the page layout.
B. Create a validation rule to display an error if stage is Closed lost and Loss Reason is blank.
C. Check the required checkbox on the Loss Reason field in Object Manger.
D. Configure a workflow rule to display an error if Loss Reason is blank |
|
Definition
Answer: B
Explanation:
Validation rule is a tool that can be used to enforce data quality and business logic by preventing users from saving records that do not meet certain criteria. In this case, a validation rule can be created on the Opportunity object to display an error message if the Stage field is Closed lost and the Loss Reason field is blank.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fields_about_validation_rules.htm&type=5 |
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Term
Users at Cloud Kicks want to be able to create a task that will repeat every two weeks. What should an administrator do to meet the requirement?
A. Enable Creation of Recurring Tasks.
B. Flow to create recurring tasks.
C. Workflow rule to create recurring tasks.
D. Turn on Recurring Activities. |
|
Definition
Answer: A
Explanation:
Recurring tasks are tasks that repeat at regular intervals, such as daily, weekly, monthly, etc. They can be created by users who have the permission to create recurring tasks, which can be enabled by administrators in the user profile settings. Flow, workflow rule, and recurring activities are not valid options for creating recurring tasks in Salesforce.
Reference:
https://help.salesforce.com/s/articleView?id=sf.tasks_recurring.htm&type=5 |
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|
Term
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 Custom and the starting month as February.
B. Set the Fiscal Year to Custom and the duration to 4 quarters.
C. Set the Fiscal Year to Standard and the starting month as February.
D. Set the Fiscal Year to Standard and the duration to 12 months. |
|
Definition
Answer: A
Explanation:
A standard fiscal year starts on January 1 and ends on December 31. A custom fiscal year can be set to start on any month and end on any month. In this case, Cloud Kicks wants its fiscal year to start on
February 1 and end on January 31. This can be achieved by setting the fiscal year to Custom and the starting month to February.
Setting the fiscal year to Standard and the starting month to February will not work, as the standard fiscal year starts on January 1. Setting the fiscal year to Custom and the duration to 4 quarters will not work, as the duration of a fiscal year is 12 months. Setting the fiscal year to Standard and the duration to 12 months will not work, as the standard fiscal year starts on January 1. Custom fiscal years are fiscal years that follow a custom-defined structure that differs from the Gregorian calendar. They can be used by organizations that have fiscal years that start on a different
month than January or have fiscal years that are divided into custom periods such as quarters or weeks. To set up a custom fiscal year that starts on February 1 and has 12 months, an administrator
needs to set the fiscal year to custom and the starting month as February in the fiscal year settings. Setting the fiscal year to standard or the duration to 4 quarters does not meet the requirement of having a custom fiscal year that starts on February 1.
Reference:
https://help.salesforce.com/s/articleView?id=sf.admin_fiscal_year.htm&type=5 |
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Term
Cloud Kicks has asked the administrator to test a new screen flow that create contacts. What are two key components of testing the flow?
Choose 2 answers
A. Set Up a flow interview to test the flow.
B. Run the flow using it to create contacts.
C. Use Debug to test the flow in Flow Builder.
D. Test the flow in a sandbox. |
|
Definition
Answer: B, C
Explanation:
Running the flow using it to create contacts and using debug to test the flow in Flow Builder are two key components of testing a new screen flow that creates contacts. Running the flow allows the administrator to see how the flow behaves in real time and check for any errors or unexpected results. Debugging the flow allows the administrator to simulate how the flow runs with different inputs and outputs and check for any logic or syntax errors. Setting up a flow interview or testing the flow in a sandbox are not necessary for testing a screen flow that creates contacts.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_test.htm&type=5 |
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|
Term
An administrator at Universal Containers is reviewing current security settings in the company's Salesforce org. What Should the administrator do to prevent unauthorized access to Salesforce?
A. Disable TLS requirements for sessions.
B. Enable multi factor authentication
C. Customize organization wide default
D. Enable caching and autocomplete on login page |
|
Definition
Answer: B
Explanation:
Multi factor authentication (MFA) is a security feature that requires users to verify their identity using two or more factors when they log in to Salesforce. It can help prevent unauthorized access to Salesforce by adding an extra layer of protection beyond username and password. Enabling MFA can be done by administrators in the security settings or by users in their personal settings. Disabling TLS requirements for sessions, customizing organization wide defaults, or enabling caching and autocomplete on login page are not actions that would prevent unauthorized access to Salesforce; in fact, they may reduce security or have no effect on security at all.
Reference:
https://help.salesforce.com/s/articleView?id=sf.security_mfa.htm&type=5 |
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Term
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. Boolean variable
B. Text variable
C. ID variable
D. Record variable |
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Definition
Answer: C
Explanation:
An ID variable is a type of variable that can store an ID value of a record or a record type in a flow. It can be used to store the ID of a record type for later use in a flow, such as assigning it to a record or using it in a condition. A boolean variable is a type of variable that can store a true or false value in a flow. A text variable is a type of variable that can store a text value in a flow. A record variable is a type of variable that can store one or more field values of a record in a flow.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_variables.htm&type=5 |
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Term
Universal Containers (UC) would like to count the number of open cases associated with each account and update the account with this value every Friday evening. UC has several hundred open
cases at any given time. What should the administrator use to complete this request?
A. Use a record trigger flow.
B. Use a scheduled process builder.
C. Use a Roll-Up summary.
D. Use a scheduled flow |
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Definition
Answer: D
Explanation:
A scheduled flow is a type of flow that runs at scheduled times on batches of records that meet certain criteria. It can be used to count the number of open cases associated with each account and
update the account with this value every Friday evening by using an assignment element to loop through the accounts and cases and assign the count value to a field on the account record. Using a record trigger flow, a scheduled process builder, or a roll-up summary field are not suitable options for this requirement because they would not run at scheduled times or on batches of records; they would run every time a record is created or updated, which may not reflect the accurate count of open cases at the end of each week.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_concepts_scheduled.htm&type=5 |
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Term
The business development team at Cloud Kicks thinks the account creation process has too many fields to fill out and the page feels cluttered. They have requested the administrator to simplify the process. Which automation tool should an administrator use?
A. Approval process
B. Workflow rule
C. Flow builder
D. Validation rule |
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Definition
Answer: C
Explanation:
Flow builder is an automation tool that allows administrators to create flows that guide users through screens, collect data, and perform actions on records. It can be used to simplify the account creation process by creating a screen flow that shows only the essential fields for creating an account and hides any unnecessary fields or sections from the page layout. Approval process, workflow rule, and validation rule are not automation tools that can simplify the account creation process; they are used for different purposes such as approving records, updating fields, or enforcing data quality.
Reference: https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm&type=5 |
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Term
What should an administrator use as an identifier when importing and updating records from a separate financial system?
A. Auto-Number field
B. External ID
C. Rich text field
D. Record ID |
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Definition
Answer: B
Explanation:
An external ID is a custom field that has the external ID attribute enabled, which means it can be used as an identifier when importing and updating records from an external system. It allows administrators to match records based on a unique ID value from another system instead of using Salesforce record IDs, which may not be available or consistent across systems. An auto-number field is a custom field that automatically assigns a unique numeric value to each record, but it cannot be used as an identifier when importing and updating records from an external system because it is generated by Salesforce and may not match with the external system’s IDs. A rich text field is a custom field that allows users to enter formatted text, images, and links, but it cannot be used as an identifier when importing and updating records from an external system because it is not unique or consistent across systems. A record ID is an internal ID assigned by Salesforce to each record, but it cannot be used as an identifier when importing and updating records from an external system because it may not be available or consistent across systems.
Reference:
https://help.salesforce.com/s/articleView?id=sf.custom_field_attributes.htm&type=5 |
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Term
DreamHouse reality has an approval process. A manager attempts to approve the record but receives an error. What should an administrator review to troubleshoot this request?
A. Add a delegated approver for the next approver in the process
B. Update the field level security to view on fields that are updated in the process
C. Check if the user in the next approver is inactive or missing
D. Review the page layout to ensure, the fields updated in the process are visible |
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Definition
Answer: C
Explanation:
One possible reason why a manager receives an error when trying to approve a record is that the user in the next approver step is inactive or missing, which means there is no valid user to assign the record to after approval. To troubleshoot this issue, an administrator should check if the user in the next approver step is active and exists in Salesforce; if not, they should activate or create the user or change the approval process to assign the record to another user. Adding a delegated approver for the next approver in the process does not solve this issue because delegated approvers are only used when approvers are unavailable; they do not replace approvers who are inactive or missing. Updating the field level security to view on fields that are updated in the process does not solve this issue because field level security does not affect approval processes; it only affects what fields users can see or edit on page layouts. Reviewing the page layout to ensure fields updated in the process are visible does not solve this issue because page layouts do not affect approval processes; they only affect what fields users can see or edit on page layouts.
Reference:
https://help.salesforce.com/s/articleView?id=sf.approvals_considerations.htm&type=5 |
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Term
Cloud Kicks wants to try out an app from the AppExchange to ensure that the app meets its needs. Which two options should the administrator suggest?
Choose two answers
A. Test Drive in a production org.
B. Download into a Trailhead Playground.
C. Install in a sandbox.
D. Check edition compatibility. |
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Definition
Answer: B, C
Explanation:
A Trailhead Playground is a free, online learning environment that allows you to try out Salesforce features and apps. You can use a Trailhead Playground to test out an app from the AppExchange before you install it in your production org.
A sandbox is a copy of your production org that you can use to test changes and new features. You can install an app from the AppExchange in a sandbox to see how it works in your environment. Testing an app in a production org is not recommended, as it could affect your live data. Checking edition compatibility is important, but it is not a way to try out an app. |
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Term
Which three aspects of standard fields should an administrator customize?
Choose 3 answers
A. Picklist Values
B. Help Text
C. Field history tracking
D. Decimal Places
E. Field name |
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Definition
Answer: A, B, D
Explanation:
Picklist values, help text, and decimal places are three aspects of standard fields that an administrator can customize to suit their business needs. Picklist values are the options that users can choose from a picklist field; they can be added, edited, or deleted by administrators. Help text is the text that appears when users hover over a field; it can be customized by administrators to provide additional information or guidance for users. Decimal places are the number of digits that appear after the decimal point in a number or currency field; they can be changed by administrators to adjust the precision of the field values. Field history tracking and field name are not aspects of standard fields that can be customized; they are only available for custom fields.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_picklists.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_fields_edit.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_fields_number.htm&type=5 |
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Term
Which tool should an administrator use to review recent configuration changes made in their org?
A. Critical Updates
B. Debug logs
C. Setup Audit Trail
D. Field History Tracking |
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Definition
Answer: C
Explanation:
Setup audit trail is a tool that allows administrators to review recent configuration changes made in their org. It shows a list of up to 180 days of setup changes made by anyone in the org, including the date, time, user, and type of change. It can help administrators track who made what changes and when, and troubleshoot any issues caused by configuration changes. Critical updates are notifications that inform administrators of new features or enhancements that may impact their org; they do not show configuration changes made by users. Debug logs are records of database operations, system processes, and errors that occur when executing a transaction or running unit tests; they do not show configuration changes made by users either. Field history tracking is a feature that allows administrators to track changes to the values of certain fields on records; it does not show configuration changes made in setup.
Reference:
https://help.salesforce.com/s/articleView?id=sf.monitorsetup.htm&type=5 |
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Term
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 quick action.
B. Create a new approval process.
C. Create a new sales process.
D. Create a new Opportunity product. |
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Definition
Answer: C
A sales process is a set of stages that an opportunity goes through as it moves from creation to close. It can be customized by administrators to match different business models or product lines within an org. Creating a new sales process can help Dreamhouse Realty define a different set of stages for its new home concierge offering that is unlike anything the company has offered in the past and follows a different business model. Creating a quick action, a new approval process, or a new opportunity product are not solutions for creating a customized sales process; they are used for different purposes such as creating records, approving records, or adding products to opportunities.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_salesprocess.htm&type=5 |
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Term
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. A junction object is required to support the lookup.
B. The lookup field in all the records contains a value.
C. The Look-Up field is required for Saving Records.
D. Roll-Up summary field sexist on the master object. |
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Definition
Answer: D
Explanation:
One scenario that could prevent an administrator from changing the relationship between work item and project custom objects from master-detail to lookup is that roll-up summary fields exist on the master object (project). Roll-up summary fields are fields that calculate values from related records in a master-detail relationship; they cannot be used in a lookup relationship. If roll-up summary fields exist on the project object, they would prevent the administrator from changing the relationship type unless they are deleted first. A junction object is not required to support a lookup relationship; it is only used when creating many-to-many relationships between two objects using two master-detail relationships. The lookup field in all the records containing a value or the lookup field being required for saving records are not scenarios that would prevent changing the relationship type; they are scenarios that would allow changing the relationship type without losing data or functionality.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm&type=5 |
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Term
Users at Dreamhouse Reality are only allowed to see opportunities they own. Leadership wants an enterprise- wide dashboard of all open opportunities in the pipeline so that users can see how the company is performing at any point in time. How should an administrator create the dashboard without changing any sharing setting?
A. Update the dashboard to folder settings to manager for the sales reps role.
B. Add a filter to the dashboard to filter the opportunities by owner role.
C. Build individual dashboards for profiles that need to see the enterprise results.
D. Create a dashboard with the running User set as someone who can see all Opportunities |
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Definition
Answer: D
Explanation:
Creating a dashboard with the running user set as someone who can see all opportunities is a way to create an enterprise-wide dashboard of all open opportunities in the pipeline without changing any sharing settings. The running user determines what data is displayed on the dashboard based on their access level and permissions; if the running user can see all opportunities, then the dashboard will show all opportunities regardless of who views it. Updating the dashboard folder settings to manager for the sales reps role does not create an enterprise-wide dashboard; it only controls who can access the dashboard folder, not what data is displayed on the dashboard. Adding a filter to the dashboard to filter the opportunities by owner role does not create an enterprise-wide dashboard either; it only shows opportunities owned by users in certain roles, not all opportunities. Building individual dashboards for profiles that need to see the enterprise results is not a feasible solution; it would require creating multiple dashboards for different profiles and maintaining them separately, which is inefficient and redundant.
Reference: https://help.salesforce.com/s/articleView?id=sf.dashboards_running_user.htm&type=5 |
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Term
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?
Choose 2 Answers
A. User Page
B. Dashboard page
C. App page
D. Record Page |
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Definition
Answer: C, D
Explanation:
App page and record page are two types of pages that an administrator can build and customize using Lightning App Builder for Salesforce mobile app. App pages are pages that display information or tools that don’t belong to a specific record; they can be accessed from navigation menus or tabs in Salesforce mobile app. Record pages are pages that display information or actions related to a specific record; they can be accessed by opening any record in Salesforce mobile app. User page and dashboard page are not types of pages that can be built using Lightning App Builder for Salesforce mobile app; they are types of pages that can be built using other tools such as Profile settings or Dashboard Builder.
Reference: https://help.salesforce.com/s/articleView?id=sf.app_builder_mobile_pages.htm&type=5 |
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Term
An administrator at Cloud Kicks wants to deactivate a User who has left the company. What are two reasons that would prevent a user from being deactivated?
Choose 2 answers
A. The use is part of a territory hierarchy.
B. The User is in a Custom hierarchy field.
C. The User is assigned in workflow email alert.
D. The User is the highest role in the role hierarchy |
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Definition
Answer: A, C
Explanation:
Two reasons that would prevent a user from being deactivated are that the user is part of a territory hierarchy or that the user is assigned in workflow email alert. A territory hierarchy is a structure that defines how territories are related to each other in Salesforce; if a user is part of a territory hierarchy, they cannot be deactivated until they are removed from all territories. A workflow email alert is an action that sends an email to one or more recipients when a workflow rule is triggered; if a user is assigned in workflow email alert, they cannot be deactivated until they are removed from all email alerts. The user being in a custom hierarchy field or being the highest role in role hierarchy are not reasons that would prevent deactivation; they may affect data visibility or record ownership after deactivation, but they do not block deactivation itself.
Reference: https://help.salesforce.com/s/articleView?id=sf.users_deactivate_considerations.htm&type=5 |
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Term
An administrator has been asked to change the data type of an auto number to text field. What should the administrator be aware of before changing the field?
A. Existing field values will remain unchanged.
B. Existing field values will be Converted.
C. Existing field values will be deleted.
D. Existing auto number field to Text is prevented. |
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Definition
Answer: D
Explanation:
One thing that an administrator should be aware of before changing an auto-number field to text field is that this change is prevented by Salesforce; it cannot be done because it would cause data loss and inconsistency. Auto-number fields are fields that automatically assign unique numeric values to each record; they cannot be changed to text fields because text fields do not have this functionality and may allow duplicate or invalid values. Existing field values remaining unchanged, being converted, or being deleted are not things that would happen before changing an autonumber field to text field because this change cannot happen at all.
Reference: https://help.salesforce.com/s/articleView?id=sf.fields_about_auto_number.htm&type=5 |
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Term
Sales Users at Cloud Kicks are requesting that the data in the industry field on the Account object displays on the Opportunity page layout.
Which type of the field should an administrator create to accomplish this?
A. Custom Account Field
B. Standard Account Field
C. Cross Object Formula Field
D. Master detail relationship Field |
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Definition
Answer: C
Explanation: A cross object formula field is a type of formula field that references fields from related objects using relationships such as lookup or master-detail. It can be used to display data from one object on another object without creating another relationship or copying data. A cross object formula field can be created on opportunity object to display data from industry field on account object using account ID lookup relationship. A custom account field, a standard account field, or a master-detail relationship field are not types of fields that can display data from industry field on account object on opportunity page layout; they either do not exist or do not reference related objects.
Reference: https://help.salesforce.com/s/articleView?id=sf.cross_object_formulas.htm&type=5 |
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Term
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 Quick Texts
B. Prebuilt Email Templates
C. Prebuilt Flow Templates
D. Prebuilt Auto-Responses |
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Definition
Answer: B
Explanation:
Prebuilt email templates are email templates that have been created and provided by Salesforce for common use cases such as sending welcome messages, confirmation emails, etc. They can be used by Cloud Kicks to have consistency when communicating with customers on cases via email channel with categories to help search for the proper message. Prebuilt email templates can be accessed from the email action in the case feed or from the email composer in Lightning Experience. They can also be filtered by category to find the most relevant template for each case. Prebuilt quick texts, prebuilt flow templates, and prebuilt auto-responses are not solutions for having consistency when communicating with customers on cases via email channel; they are used for different purposes such as inserting common phrases, creating guided processes, or sending automated replies.
Reference: https://help.salesforce.com/s/articleView?id=sf.email_templates_prebuilt.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.email_templates_use.htm&type=5 |
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Term
The administrator at Clod 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. Configure formula fields on event to populate contact information
B. Edit the custom Event report type and add fields related via lookup.
C. Create a new report type with event as the primary object and Contact as a related object.
D. Use a dashboard with filters to show Event and Contact data as requested. |
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Definition
Answer: B
Explanation:
Report type is a tool that can be used to pull contact fields into the custom report for Event. Report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. To edit the custom Event report type and add fields related via lookup, go to Setup > Report Types and select the Event report type. Then click Edit Layout and drag the fields from the Contact object to the layout.
Reference: https://help.salesforce.com/s/articleView?id=sf.reports_builder_create_report_type.htm&type=5 |
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Term
Cloud kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted, and there can be multiple design for one product across various stages. Which two steps should the administration configure to meet this requirement?
Choose 2 answers
A. Create a Custom Object for shoe design.
B. Configure a Custom Lookup Field for shoe design on the product object.
C. Add a custom master detail field for shoe design on the Product Object.
D. Use the Standard Object for designs. |
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Definition
Answer: A, C
Explanation:
Custom object and master detail field are two steps that should be configured to meet this requirement. Custom object can be used to create a new object for shoe design that can store information about different designs and stages. Master detail field can be used to create a relationship between Product and Shoe Design that prevents deletion of Shoe Design records and allows multiple designs for one product.
Reference: https://help.salesforce.com/s/articleView?id=sf.customize_customobjects.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm&type=5 |
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Term
The VP of Sales at Cloud Kicks is receiving an error message that prevents them form saving an Opportunity. The administrator attempted the same edit without receiving an error. How can the administrator validate the error the user is receiving?
A. Edit the page layout.
B. View the setup audit trail.
C. Log in as the user
D. Review the sharing model |
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Definition
Answer: C
Explanation: Log in as the user is a feature that can be used to validate the error the user is receiving. Log in as the user allows an administrator to access Salesforce as another user and perform actions on their behalf, such as editing an opportunity. This can help troubleshoot issues that are specific to a user’s profile, role, or permissions.
Reference: https://help.salesforce.com/s/articleView?id=sf.admin_login.htm&type=5 |
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Term
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?
Choose 2 answers
A. Sharing set
B. Role hierarchy
C. Profiles
D. Sharing rules |
|
Definition
Answer: B, D
Explanation:
Role hierarchy and sharing rules are two features that should be used to open up access to Opportunity records for sales users working on collaborative deals. Role hierarchy can be used to grant access to records owned by or shared with users who are below them in the hierarchy. Sharing rules can be used to extend sharing access to users in public groups, roles, or territories based on certain criteria, such as record owner or field value.
Reference: https://help.salesforce.com/s/articleView?id=sf.admin_sharing.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.security_sharing_rules.htm&type=5 |
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Term
The administrator at Aw Computing wants Account Details, related list and chatter feeds to each appear on separate tabs when reviewing an account.
Which type of page should the administrator create?
A. Lightning app page.
B. Lightning page Tab.
C. Lightning record page.
D. Lightning page Component. |
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Definition
Answer: C
Explanation:
Lightning record page is a type of page that should be created to meet this requirement. Lightning record page allows an administrator to customize the layout and components for a specific object record page in Lightning Experience or the Salesforce mobile app. To create tabs for account details, related lists, and chatter feeds, use the Tabs component in the Lightning App Builder and drag the desired components to each tab.
Reference: https://help.salesforce.com/s/articleView?id=sf.app_builder_record_page.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.app_builder_tabs.htm&type=5 |
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Term
When a cloud kicks Opportunity closes, the company would like to automatically create a renewal opportunity. Which two automation tools should an administrator use to accomplish this request?
Choose 2 answers
A. Approval Process
B. Flow Builder
C. WorkFlow Rule
D. Process Builder |
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Definition
Answer: B, D
Explanation:
Flow Builder and Process Builder are two automation tools that should be used to accomplish this request. Flow Builder can be used to create a flow that defines the logic and actions for creating a renewal opportunity, such as setting the stage, close date, and amount. Process Builder can be used to create a process that triggers the flow when an opportunity is closed won.
Reference: https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5 |
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Term
Cloud kicks want to give credit to Opportunity team members based on the level of effort contributed by each person toward each deal. What feature should the administrator use to meet this requirement?
A. Stages
B. Splits
C. Queues
D. List Views |
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Definition
Answer: B
Explanation:
Splits is a feature that should be used to meet this requirement. Splits allows users to assign credit to opportunity team members based on the level of effort contributed by each person toward each deal. Users can create different types of splits, such as revenue or overlay splits, and specify the percentage or amount of credit for each team member.
Reference:
https://help.salesforce.com/s/articleView?id=sf.forecasts3_splits_overview.htm&type=5 |
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Term
Northern Trail Outfitters has a new flow that automatically sets the field values when a new account is created. That the flow is launched by a process, But the flow is not working properly. What should administrator do to identify the problem?
A. Use the native debug feature in the flow builder.
B. Review debug logs with the login level.
C. View the setup audit Trail and review for errors.
D. Setup Email logs and review the send error log. |
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Definition
Answer: A
Explanation:
Native debug feature is a tool that can be used to identify the problem with the new flow. Native debug feature allows users to test a flow by running it with different input values and inspecting the output values at each element. Users can also see error messages and warnings that indicate where the flow failed or might fail.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_debug.htm&type=5 |
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Term
The sales manager at cloud Kicks approves time off for their employees. They asked the administrator to ensure these requests are seen and responded to by a backup manager while the sales manager is out on vacation. What should administrator use to fulfill the requirement?
A. Delegated approver
B. Two step Approval process
C. Approval history related list
D. Delegated Administrator |
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Definition
Answer: A
Explanation:
Delegated approver is a feature that should be used to fulfill this requirement. Delegated approver allows users to delegate their approval authority to another user for a specified period of time, such as when they are out on vacation. Users can specify which approval requests they want to delegate and who they want to delegate them to.
Reference:
https://help.salesforce.com/s/articleView?id=sf.approvals_delegate.htm&type=5 |
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Term
Ursa Major Solar offers amazing experiences for all of it employees. The Employee engagement committee wants to post updates while restricting other employees from posting. What should the administrator create to meet this request?
A. Chatter Stream
B. Chatter Broadcast Group
C. Chatter Recommendations
D. Chatter Unlisted Group |
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Definition
Answer: B
Explanation:
Chatter broadcast group is a type of group that should be created to meet this request. Chatter broadcast group is a group where only group owners and managers can create posts, but anyone can comment on posts. This can be useful for sharing important updates or announcements with a large audience without cluttering the feed with other posts.
Reference:
https://help.salesforce.com/s/articleView?id=sf.collab_groups_create.htm&type=5 |
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Term
A sales rep at Ursa Major Solar has launched a series of networking events. They are hosting one event per month and want to be able to report on campaign ROI by month and series. How should the administrator set up the Campaign to simplify reporting?
A. Add different record types for the monthly event types.
B. Create individual Campaigns that all have the same name.
C. Configure campaign Member Statuses to record which event members attended.
D. Use Campaign Hierarchy where the monthly events roll up to a parent Campaign |
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Definition
Answer: D
Explanation:
Campaign hierarchy is a feature that allows administrators to organize campaigns into a parent-child relationship, where the parent campaign represents a larger initiative and the child campaigns represent smaller or more specific activities within that initiative. Using campaign hierarchy can help Ursa Major Solar report on campaign ROI by month and series by creating a parent campaign for the series of networking events and creating individual child campaigns for each monthly event. The parent campaign can show the aggregated metrics and ROI for the entire series, while the child campaigns can show the metrics and ROI for each month. Adding different record types for the monthly event types, creating individual campaigns that all have the same name, or configuring campaign member statuses to record which event members attended are not solutions for reporting on campaign ROI by month and series; they either do not group campaigns into a hierarchy or do not track campaign metrics or ROI.
Reference:
https://help.salesforce.com/s/articleView?id=sf.campaigns_hierarchy.htm&type=5 |
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Term
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.
B. Accounts should have a lookup to Shipments.
C. Shipments should have a master-detail to Accounts.
D. Accounts should have a master-detail to Shipments. |
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Definition
Answer: A
Explanation:
A lookup relationship is a type of relationship that links two objects together, but does not affect security or deletion. It can be used to create a relationship between shipments and accounts where shipments should have a lookup to accounts; this way, shipments can show related account information on their records, but when an account is deleted, the shipments remain. Accounts should have a lookup to shipments is not a valid option because it does not match the requirement of seeing all shipment items from an account page; it would show related account information on shipment records instead. Shipments should have a master-detail to accounts or accounts should have a master-detail to shipments are not valid options either because they do not match the requirement of keeping shipments when an account is deleted; they would delete shipments along with their master account records.
Reference:
https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm&type=5 |
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Term
Northern Trail Outfitters uses a custom object Invoice to collect customer payment information from an external billing system. The Billing System field needs to be filled on every Invoice record.
How should an administrator ensure this requirement?
A. Make the field universally required.
B. Create a Process Builder to set the field.
C. Define an approval process for the child.
D. Require the field on the record type. |
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Definition
Answer: A
Explanation:
Making a field universally required is a way to ensure that the field needs to be filled on every record; it prevents users from saving a record without entering a value in that field. It can be used to ensure that the billing system field needs to be filled on every invoice record by making it universally required in the field settings. Creating a process builder to set the field, defining an approval process for the child, or requiring the field on the record type are not ways to ensure that the field needs to be filled on every record; they either do not enforce data entry or only apply to certain scenarios or users.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_fields.htm&type=5 |
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Term
Cloud Kicks has a team of product owners that need a space to share feedback and ideas with just the product team. How should the administrator leverage Salesforce to help the team collaborate?
A. Use Quick Actions to log communication.
B. Configure a Chatter Public Group.
C. Create a Chatter Private Group.
D. Add Activity History to document tasks. |
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Definition
Answer: C
Explanation:
A Chatter private group is a type of Chatter group that allows members to share feedback and ideas with each other in a secure and exclusive space; only members can see and post in a private group. It can be used by Ursa Major Solar to create a space for product owners to collaborate with just the product team by creating a Chatter private group and adding product owners as members. Using quick actions to log communication, configuring a Chatter public group, or adding activity history to document tasks are not solutions for creating a space for product owners to collaborate with just the product team; they either do not provide privacy or do not support collaboration.
Reference:
https://help.salesforce.com/s/articleView?id=sf.collab_groups_overview.htm&type=5 |
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Term
An analytics user at Cloud Kicks needs Read, Create, and Edit access for objects and Should be restricted from deleting any records. What should the administrator do to meet this requirement?
A. Assign the standard System Administrator profile to the analytical user.
B. Give the user View all access and assign them to the highest role in the role hierarchy.
C. Create and assign a custom profile with Delete access removed for each object.
D. Create and assign a permission set that includes Read, Create, and Edit access |
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Definition
Answer: C
Explanation:
A custom profile is a profile that can be created and customized by administrators to define what users can see and do in Salesforce based on their job function or role. It can be used by Cloud Kicks to give read, create, and edit access for objects and restrict users from deleting any records by creating and assigning a custom profile with delete access removed for each object in the object settings. Assigning the standard system administrator profile to analytical user, giving user view all access and assigning them to highest role in role hierarchy, or creating and assigning permission set that includes read, create, and edit access are not solutions for giving read, create, and edit access for objects and restricting users from deleting any records; they either give too much access or do not remove delete access.
Reference:
https://help.salesforce.com/s/articleView?id=sf.users_profiles.htm&type=5 |
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Term
Universal Containers has enabled Data Protection and Privacy for its org. Which page layouts will have the Individual field available for tracking data privacy information?
A. Case and Opportunity
B. Account and User
C. Contact, Lead, and Person Account
D. Individual, User, and Account |
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Definition
Answer: C
Explanation: Contact, lead, and person account are three objects that will have the individual field available for tracking data privacy information when data protection and privacy is enabled for an org. The individual object is an object that stores data privacy preferences and requests for customers who are subject to privacy regulations such as GDPR; it can be linked to contact, lead, or person account records using the individual field. Case and opportunity, account and user, or individual, user, and account are not combinations of objects that will have the individual field available for tracking data privacy information; they either do not store customer data or do not support individual object relationships.
Reference:
https://help.salesforce.com/s/articleView?id=sf.individual_object.htm&type=5 |
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Term
The administrator for Cloud Kicks needs to give access to a new custom object with custom fields to more than one user.
Which two options should an administrator use to meet this requirement?
Choose 2 answers
A. Add to manual sharing list
B. Assign permission set group to Users
C. Create a Permission Set
D. Edit organization-wide defaults |
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Definition
Answer: B, C
Explanation:
A permission set group is a collection of permission sets that can be assigned to users as one unit; it simplifies permission management by reducing the number of permission assignments needed for users who require multiple permission sets. A permission set is a collection of settings and permissions that give users access to various tools and functions in Salesforce; it can be used to extend users’ access beyond their profile without changing their profile. Creating permission sets and assigning permission set groups can help Cloud Kicks give access to new custom object with custom fields to more than one user by creating permission sets that include access to new custom object with custom fields and assigning permission set groups that contain those permission sets to users who need them. Adding users to manual sharing list or editing organization-wide defaults are not options for giving access to new custom object with custom fields to more than one user; they either do not apply to custom objects or do not grant object-level access.
Reference:
https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.perm_set_groups_overview.htm&type=5 |
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Term
Cloud Kicks wants to update a screen flow so that if the checkbox field High Value Customer is set to true, the first screen is skipped and the user is directed to the second screen. How should the administrator configure the decision element?
A. Use the equals operator and {!$GlobalConstant.True} as the value.
B. Use the equals operator and “High Value Customer” as the value.
C. Use the contains operator and {!$GlobalConstant.False} as the value.
D. Use the contains operator and “High Value Customer” as the value |
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Definition
Answer: A
Explanation: The equals operator is an operator that compares two values and returns true if they are equal or false if they are not equal; it can be used in decision elements in flow builder to check if two values match certain criteria. The {!$GlobalConstant.True} value is a global constant value that represents true in flow builder; it can be used in decision elements in flow builder as one of the values being compared. Using equals operator and {!$GlobalConstant.True} as value can help Cloud Kicks update screen flow so that if checkbox field High Value Customer is set true first screen is skipped by using equals operator compare High Value Customer field value with {!$GlobalConstant.True} value in decision element output connector conditions; if condition is met first screen is skipped else first screen is shown. Using equals operator “High Value Customer” as value contains operator {!$GlobalConstant.False} as value contains operator “High Value Customer” as value are not valid options for updating screen flow skip first screen if checkbox field High Value Customer is set true because they either use wrong values wrong operators compare checkbox field values.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_ref_operators.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_decision.htm&type=5 |
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Term
The administrator at Ursa Major Solar imported records into an object by mistake. Which two tools should be used to undo this import?
Choose 2 answers
A. Weekly Data Export
B. Mass Delete Records
C. Data Loader
D. Data Import Wizard |
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Definition
Answer: B, C
Explanation:
Mass delete records and data loader are two tools that can be used by Ursa Major Solar administrator undo import records into object mistake. Mass delete records tool allows administrators delete large numbers records meet certain criteria once setup interface; it can used undo import records into object mistake selecting records imported mistake deleting them mass delete records tool setup interface Data loader tool allows administrators import export delete large numbers records using CSV files command line interface API calls; it can used undo import records into object mistake using CSV file contains IDs records imported mistake deleting them data loader tool command line interface API calls Weekly data export data import wizard are not tools undo import records into object mistake because they either export import records but not delete them.
Reference:
https://help.salesforce.com/s/articleView?id=sf.admin_massdelete.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.data_loader.htm&type=5 |
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Term
Ursa Major Solar wants to assist users with a guided expense report process to simplify submissions, routing, and authorizations. Which two tools should an administrator use to build this solution?
Choose 2 answers
A. Validation Rule
B. Flow Builder
C. Approval Process
D. Quick Action |
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Definition
Answer: B, C
Explanation:
Flow builder and approval process are two tools that can be used by Ursa Major Solar to assist users with a guided expense report process to simplify submissions, routing, and authorizations. Flow builder is a tool that allows administrators to create flows, which are guided processes that collect data and perform actions in Salesforce; it can be used to create a screen flow that guides users through the steps of submitting an expense report, such as entering expense details, uploading receipts, etc. Approval process is a tool that allows administrators to create approval processes, which are automated processes that require approval from one or more approvers; it can be used to create an approval process that routes expense reports to the appropriate managers for authorization based on certain criteria, such as amount, type, etc. Validation rule, quick action are not tools for building a guided expense report process; they are used for different purposes such as enforcing data quality or creating records.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.approvals_considerations.htm&type=5 |
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Term
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. Quick Action
B. Workflow Rule
C. Process Builder
D. Validation Rule |
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Definition
Answer: C
Explanation:
Process Builder is a tool that can be used to implement this request. Process Builder can create record-triggered flows that execute actions when certain conditions are met. In this case, Process Builder can create a flow that executes when a contact with a title of CEO is created and updates the contact’s account record with the CEO's name.
Reference:
https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5 |
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Term
New leads need be routed to the correct Sales person based on the lead address.
A. Configure validation rule
B. Use lead assignment rule
C. Create a formula field
D. Assign with an escalation rule |
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Definition
Answer: B
Explanation:
Lead assignment rule is a feature that can be used to route new leads to the correct sales person based on the lead address. Lead assignment rule can assign leads to users or queues based on certain criteria, such as lead source, industry, or location. Lead assignment rule can also send email notifications to the new lead owners or other recipients.
Reference:
https://help.salesforce.com/s/articleView?id=sf.leads_assignment_rules.htm&type=5 |
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Term
Users at Universal Containers would like to visually see the sales stages on an Opportunity page. The administrator is configuring path for Opportunities. Which is an important consideration for path configuration?
A. Kanban views for Path must be configured manually.
B. The Owner field can be edited in the key fields Panel.
C. Celebrations are unable to be added to a path.
D. Path can include guidance and key fields for each stage. |
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Definition
Answer: D
Explanation:
Path is a feature that can be used to visually see the sales stages on an opportunity page. Path can include guidance and key fields for each stage to help users move opportunities along the sales process. Guidance can provide tips, policy information, or best practices for each stage. Key fields can display important fields that users need to fill in or update for each stage.
Reference:
https://help.salesforce.com/s/articleView?id=sf.path_overview.htm&type=5 |
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Term
Which tool should an administrator use to identify and fix potential session vulnerabilities?
A. Field History Tracking
B. Setup Audit Trail
C. Security Health Check
D. Organization-Wide Defaults |
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Definition
Answer: C
Explanation:
Security Health Check is a tool that can be used to identify and fix potential session vulnerabilities. Security Health Check scans the security settings in an org and compares them to a baseline set of standards, such as the Salesforce Baseline Standard or the Salesforce Optimized Standard. Security Health Check provides a health check score and a list of issues and recommendations for improving the security settings.
Reference:
https://help.salesforce.com/s/articleView?id=sf.security_health_check.htm&type=5 |
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Term
Which three items are available in the mobile navigation menu?
Choose 3 answers
A. Lightning App Pages
B. Lightning Home Page
C. Chatter
D. Utility Bar
E. Dashboards |
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Definition
Answer: A, C, E
Explanation:
Lightning app pages, Chatter, and dashboards are three items that are available in the mobile navigation menu. The mobile navigation menu allows users to access different items in the Salesforce mobile app, such as objects, apps, or utilities. Users can customize their mobile navigation menu by adding or removing items and changing their order.
Reference:
https://help.salesforce.com/s/articleView?id=sf.app_nav_setup.htm&type=5 |
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Term
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. Create a custom object to capture popular case resolutions.
B. Use an interview flow to capture Case details.
C. Direct users to Global Search to look for similar cases.
D. Configure Knowledge with articles and data categories. |
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Definition
Answer: D
Explanation:
Knowledge is a feature that can be used to meet this requirement. Knowledge allows users to create, manage, and share articles that provide information and solutions for common issues or questions. Data categories can be used to organize articles into different topics and make them easier to find and access. Users can view related articles from the Case page layout based on the data category of the case.
Reference:
https://help.salesforce.com/s/articleView?id=sf.knowledge_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.knowledge_categories.htm&type=5 |
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Term
Dream house realty needs to use consistent picklist values in the category field on accounts and cases, with values respective to record types.
Choose 2 options
A. Multi-select picklist
B. Dependent picklist
C. Global picklist
D. Custom picklist |
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Definition
Answer: B, C
Explanation:
Dependent picklist and global picklist are two options that can be used to meet this requirement. Dependent picklist allows users to create a conditional relationship between two picklist fields, where the available values in one field depend on the value selected in another field. Global picklist allows users to create a set of picklist values that can be shared across multiple fields and objects, ensuring consistent values and reducing maintenance.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fields_about_dependent_picklists.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.picklist_global_picklists.htm&type=5 |
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Term
Universal Containers (UC) customers have provided feedback that their support cases are not being responded to quickly enough. UC wants to send all unassigned Cases that have been open for more than two hours to an urgent Case queue and alert the support manager. Which feature should an administrator configure to meet this requirement?
A. Case Escalation Rules
B. Case Dashboard Refreshes
C. Case Scheduled Report
D. Case Assignment Rules |
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Definition
Answer: A
Explanation:
Case escalation rules are a feature that can be used to meet this requirement. Case escalation rules can automatically escalate cases that meet certain criteria, such as being open for more than a specified time or having a certain priority. Escalation rules can assign cases to a different owner or queue and send email notifications to the support manager or other recipients.
Reference:
https://help.salesforce.com/s/articleView?id=sf.case_escalation.htm&type=5 |
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Term
An administrator at Universal Container needs an automated way to delete records based on field values. What automated solution should the administrator use?
A. Workflow
B. Process Builder
C. Flow Builder
D. Automation Studio |
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Definition
Answer: C
Explanation:
Flow Builder is a tool that can be used to create an automated way to delete records based on field values. Flow Builder can create flows that define the logic and actions for deleting records, such as finding records that match certain criteria and deleting them in bulk. Flows can be scheduled to run at regular intervals or triggered by other events or processes.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.flow_concepts_delete.htm&type=5 |
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Term
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. Uncheck grant access using Hierarchies.
B. Define a criteria-based sharing rules.
C. Set the default external access to private.
D. Configure an owner-based sharing rules. |
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Definition
Answer: A
Explanation: Grant access using Hierarchies is a setting that can be used to configure the custom object to meet this requirement. Grant access using Hierarchies determines whether access to records of the custom object is granted through the role hierarchy. If this setting is unchecked, managers are unable to see the feedback records from their staff, unless they are given access by other means, such as sharing rules or manual sharing.
Reference:
https://help.salesforce.com/s/articleView?id=sf.security_sharing_owd_custom_objects.htm&type=5 |
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Term
The administrator at cloud kicks has been ask to change the company’s Shoe style field to prevent users from selecting more than one style on a record. Which two steps should an administrator do to accomplish this?
Choose 2 answers
A. Reactivate the appropriate Shoe Style values after the field type changes.
B. Select the “Choose only one value “checkbox on the pick list field.
C. Back-up the Shoe Style values in existing records.
D. Change the field type from a multi-select picklist field to a picklist field. |
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Definition
Answer: B, D
Explanation:
To prevent users from selecting more than one value on a picklist field, the administrator needs to change the field type from a multi-select picklist to a regular picklist, and select the “Choose only one value” checkbox on the field definition page. This will ensure that only one value can be selected on the record page and in reports and filters.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_picklists.htm&type=5 |
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Term
Universal Containers administrator has been asked to create a many-to-many relationship between two existing custom objects. Which two steps should the administrator take when enabling the many-to-many relationship?
Choose 2 answers
A. Create a junction with a custom object.
B. Create two master detail relationships on the new object.
C. Create two lookup relationships on the new object.
D. Create URL fields on a custom object. |
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Definition
Answer: A, B
Explanation: To create a many-to-many relationship between two existing custom objects, the administrator needs to create a junction object that has two master-detail relationships, one to each of the custom objects. This will allow each record of one object to be linked to multiple records from another object and vice versa.
Reference:
https://help.salesforce.com/s/articleView?id=sf.relationships_manytomany.htm&type=5 |
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Term
A user at Universal Containers left the company. The administrator needs to create new user for their replacement, but they have assigned all available users licenses. What should the administrator do to free up users licenses for the new users?
A. Deactivate the former employees user record.
B. Delete former employees user record.
C. Freeze former employees user record.
D. Change the formers users record to the new user. |
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Definition
Answer: A
Explanation: To free up user licenses for new users, the administrator should deactivate the former employees user record. This will prevent them from logging in and using Salesforce resources, but preserve their historical activities and data. Deleting or freezing user records will not release user licenses.
Reference:
https://help.salesforce.com/s/articleView?id=sf.admin_usermgmt_licensing.htm&type=5 |
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Term
The events manager at dream house realty has a hot lead from a successful open house that needs to become a contact with an associated opportunity. How should this be accomplished from the campaign keeping the associated campaign member history?
A. Delete the lead and create a new contact and opportunity.
B. Clone the lead and convert the cloned record to a contact.
C. Convert the lead from the campaign member detail page.
D. Add a contact from a campaign member detail page. |
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Definition
Answer: C
Explanation: To create a contact and an opportunity from a lead that is associated with a campaign, and keep the campaign member history, the administrator should convert the lead from the campaign member detail page. This will automatically create a contact, an account, and an opportunity that are linked to the campaign. Deleting, cloning, or adding a contact will not preserve the campaign member history.
Reference:
https://help.salesforce.com/s/articleView?id=sf.campaigns_leads.htm&type=5 |
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Term
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 3 items should the administrator configure to provide appropriate access to the report?
Choose 3 answers
A. Custom report type.
B. Folder access
C. Report subscription
D. Field level security |
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Definition
Answer: A, B, D
Explanation: To provide appropriate access to a report that contains shoe records for all of the sales reps on their team, the administrator should configure three items: A custom report type that includes the shoe object and its fields A folder access that grants access to the sales manager and their team members to view and run reports in that folder A field level security that allows the sales manager and their team members to see all the fields on the shoe object Report subscription, while useful for scheduling and delivering reports, does not affect access to the report itself.
Reference:
https://help.salesforce.com/s/articleView?id=sf.reports_builder_create_report_type.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_manage_folders.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.admin_fls.htm&type=5 |
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Term
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. Process builder
B. Task assignment
C. Workflow rule
D. Flow builder |
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Definition
Answer: C
Explanation: To automate an outbound message, the administrator should use a workflow rule that defines the criteria for sending the message and the actions to perform when those criteria are met. One of the actions available for workflow rules is sending an outbound message to a designated endpoint URL with specified fields as parameters. Process builder, task assignment, and flow builder are not able to send outbound messages directly.
Reference:
https://help.salesforce.com/s/articleView?id=sf.workflow_define.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.workflow_action_outboundmessaging.htm&type=5 |
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Term
Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity. Which tool should an administrator use to meet the requirement?
A. Dynamic forms
B. Path key fields
C. Opportunity processes
D. Workflow rules |
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Definition
Answer: B
Explanation: To surface important values based on the stage of the opportunity, the administrator should use path key fields that display fields relevant to each stage along with guidance for success. Path key fields can be customized for each stage and can help users focus on key information and actions as they move opportunities through the sales process. Dynamic forms, opportunity processes, and workflow rules are not designed to show values based on stages.
Reference:
https://help.salesforce.com/s/articleView?id=sf.path_key_fields.htm&type=5 |
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Term
Cloud kicks needs to ensure appropriate shipping details are used in orders. Reps should have a streamlined solutions to update the shipping address on selected orders associated with an account when the shipping address is changed on the account. How should the administrator deliver this requirement?
A. An autolaunched flow on the order page that updates all open orders shipping addresses whenever the account shipping addresses changes.
B. An autolaunched flow on the account page that updates all open orders shipping addresses whenever the account shipping addresses changes.
C. A screen flow on the order page that lets the reps choose the updated account shipping address in all open associated orders
D. A screen flow on the account page that lets the reps choose the updated account shipping address in all open associated orders |
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Definition
Answer: D
Explanation: To update the shipping address on selected orders associated with an account when the shipping address is changed on the account, the administrator should create a screen flow on the account page that lets the reps choose which orders they want to update with the new address. This will give them more control and flexibility over which orders are affected by the change. An autolaunched flow on either object will not allow reps to select specific orders, and may cause unwanted updates or errors. A screen flow on the order page will not be able to update multiple orders at once.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_build_screen.htm&type=5 |
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Term
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”.
B. Use an assignment element, one for when lead source is “Search Engine” and one for everything else.
C. Create a picklist for specific search engine, and set conditional visibility so that is only shown when lead source is “Search Engine”.
D. Configure a picklist for specific search engine, and use a validation rule to conditionally show only when lead source is “Search Engine” |
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Definition
Answer: C
Explanation:
To require users to choose a specific search engine from a picklist when lead source is “Search Engine”, and hide it otherwise, the administrator should create a picklist for specific search engine on the same screen as lead source, and set conditional visibility so that it is only shown when lead source is “Search Engine”. This will make sure that users see only relevant fields based on their input. A decision element will create an extra screen that may disrupt user experience. An assignment element will not affect field visibility. A validation rule will not hide fields but only show errors when values are invalid.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_screen_components_picklist.ht m&type=5 https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_screen_components_conditiona l_visibility.htm&type=5 |
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Term
The administrator at cloud kicks is trying to debug a screen flow that create contacts. One of the variables in the flow is missing on the debug screen. What could cause this issue?
A. The available for input checkbox was unchecked.
B. The flow is an inactive version.
C. The field type is unsupported by debugging.
D. The available for output checkbox was unchecked. |
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Definition
Answer: A
Explanation:
To debug a screen flow that creates contacts, one of the possible causes for a variable missing on the debug screen is that the available for input checkbox was unchecked for that variable. This means that variable cannot be set by external sources such as debug inputs or URL parameters. To fix this issue, check this checkbox for any variable that needs to be set externally. The flow version or field type does not affect variable availability for input. The available for output checkbox only affects whether variables can be passed out of flows or subflows.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_ref_variables.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.flow_debugging.htm&type=5 |
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Term
Cloud Kicks executives have noticed the opportunity Expected revenue Field displays incorrect values. How Should the administrator correct this?
A. Update the expected revenue associated with the stage.
B. Adjust the forecast category associated with the stage.
C. Modify the closed won value associated with the stage.
D. Change the probability associated with the stage. |
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Definition
Answer: D
Explanation:
Expected revenue is calculated as Amount x Probability. If the expected revenue field displays incorrect values, it means that the probability associated with the stage is not accurate. The administrator should change the probability to reflect the actual likelihood of closing the opportunity at that stage.
Reference:
https://help.salesforce.com/s/articleView?id=sf.forecasts3_expected_revenue.htm&type=5 |
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Term
The administrator at cloud kicks has been told that users are unable to add repeating tasks in salesforce. Which two solutions the administrator use to ensure users are able to do this?
Choose 2 Answers
A. Enable creation of Recurring Tasks in Activity Settings
B. Disable shares Activities.
C. Add create Recurring series of Tasks field on Page Layouts
D. Turn on Task Notifications service. |
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Definition
Answer: A, C
Explanation:
To enable users to add repeating tasks in Salesforce, the administrator needs to do two things: first, enable the creation of recurring tasks in activity settings under setup; second, add the create recurring series of tasks field on the page layouts for tasks. This will allow users to create a series of tasks that repeat based on a specified frequency and end date.
Reference:
https://help.salesforce.com/s/articleView?id=sf.tasks_repeating.htm&type=5 |
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Term
An administrator at Northern Trail Outfitters is unable to add a new user in salesforce. What could cause this issue?
A. The Username is not a corporate email address
B. The username is less than 80 characters.
C. The Username is a fake email address.
D. The Username is already in use. |
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Definition
Answer: D
Explanation:
One of the possible reasons why an administrator is unable to add a new user in Salesforce is that the username is already in use by another user in any Salesforce org. Usernames must be globally unique across all Salesforce orgs, so the administrator needs to choose a different username for the new user.
Reference:
https://help.salesforce.com/s/articleView?id=sf.users_add.htm&type=5 |
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Term
The DreamHouse Realty team has a master-detail relationship set up with open house as the parent object and visitors as the child object. What type of field should the administrator add to the open house object to track number of visitors?
A. Roll-up Summary
B. Multi-select Picklist
C. Cross-object formula field
D. Indirect lookup |
|
Definition
Answer: A
Explanation:
A roll-up summary field is a type of field that calculates values from related records, such as the count of child records or the sum of a field on child records. In this case, the administrator can add a roll-up summary field to the open house object to track the number of visitors by counting the child records on the visitors object.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm&type=5 |
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Term
The administrator at Cloud kicks deleted a custom field but realized there is a business unit that still uses the field. What should an administrator take into consideration when undeleting the field?
A. The field needs to be re-added to reports.
B. The field history will remain deleted.
C. The field needs to be restored from the recycle bin.
D. The field needs to be re-added to page Layouts. |
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Definition
Answer: B
Explanation: When an administrator deletes a custom field, Salesforce moves it to the deleted fields list for 15 days, during which time it can be undeleted or erased permanently. If the administrator undeletes the field within 15 days, most of its properties and data are restored, except for its field history data, which remains deleted and cannot be recovered.
Reference:
https://help.salesforce.com/s/articleView?id=sf.custom_field_delete.htm&type=5 |
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Term
An administrator needs to create a one-to-many relationship between two objects with limited access to child records. What type of field should the administrator use?
A. Roll-up summary
B. Master-detail field
C. Cross Object formula
D. Lookup field |
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Definition
Answer: D
Explanation:
A lookup field is a type of field that creates a relationship between two objects and allows users to select a record from one object as a value for another object. A lookup relationship creates a one-tomany relationship between two objects, where each parent record can have many child records but each child record can have only one parent record. A lookup relationship also allows limited access to child records, meaning that users can see only those child records that they have access to based on their profile permissions and sharing settings.
Reference: https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm&type=5 |
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Term
Northern trail Outfitter wants to use contract hierarchy in its or to display contact association. What should the administrator take into consideration regarding the contact hierarchy?
A. Contacts displays in the contact hierarchy are limited to record-level access by User.
B. Contact Hierarchy is limited to only 3,000 contacts at one time.
C. Customizing hierarchy columns changes the recently viewed Contacts list view.
D. Sharing setting are ignored by contacts displayed in the Contact Hierarchy. |
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Definition
Answer: A
Explanation:
The contact hierarchy is a feature that allows users to view contacts related to an account in a hierarchical tree structure based on their role or position within the account. The contact hierarchy respects record-level access by user, meaning that users can see only those contacts that they have access to based on their profile permissions and sharing settings. The other options are incorrect because contact hierarchy is not limited to 3,000 contacts at one time (it can display up to 5,000 contacts), customizing hierarchy columns does not change the recently viewed contacts list view (it only affects how contacts are displayed in the hierarchy), and sharing settings are not ignored by contacts displayed in the contact hierarchy (they determine which contacts are visible to users).
Reference: https://help.salesforce.com/s/articleView?id=sf.contacts_hierarchy.htm&type=5 |
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Term
The administrator at Ursa Major Solar has created a custom report type and built a report for sales operation team. However, none of the user are able to access the report. Which two options could cause this issue?
Choose 2 Answers
A. The custom report type is in development.
B. The user’s profile is missing view access.
C. The org has reached its limit of custom report types.
D. The report is saved in a private folder. |
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Definition
Answer: A, D
Explanation:
There are two possible reasons why users are unable to access a report based on a custom report type created by an administrator. One is that the custom report type is in development mode, which means that it is not deployed and available for use by other users except for administrators and users with manage custom report types permission. The other is that the report is saved in a private folder, which means that it is visible only to its owner and not shared with other users or groups.
Reference: https://help.salesforce.com/s/articleView?id=sf.reports_builder_custom_report_types.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_builder_folders.htm&type=5 |
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Term
Sales raps at Ursa Solar are having difficulty managing deals. The leadership team has asked the administrator to help sales reps prioritize and close more deals. What should the administrator and close more deals.
A. Einstein Lead Scoring
B. Einstein Search Personalization
C. Einstein Activity Capture
D. Einstein Opportunity Scoring |
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Definition
Answer: D
Explanation:
Einstein Opportunity Scoring is a feature that helps sales reps prioritize and close more deals by assigning each opportunity a score from 1 to 99 based on how likely it is to be won. The score is calculated using artificial intelligence and machine learning based on historical data and patterns from similar opportunities. Sales reps can use the score to focus on high-value opportunities and take actions to improve low-scoring ones.
Reference:
https://help.salesforce.com/s/articleView?id=sf.einstein_sales_oppty_scoring.htm&type=5 |
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Term
The administrator for AW Computing is working with a user who is having trouble logging in to salesforce. What should the administrator do to identify why the user is unable to login?
A. Review the security token.
B. Review the password history.
C. Review the password policies.
D. Review the login history. |
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Definition
Answer: D
Explanation:
The login history is a tool that allows administrators and users to view information about recent login attempts, such as date, time, status, source IP address, browser type, platform, application, and login type. Administrators can use this tool to identify why a user is unable to login to Salesforce by checking for any failed login attempts and their corresponding error messages or reasons.
Reference:
https://help.salesforce.com/s/articleView?id=sf.monitoring_login_history.htm&type=5 |
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Term
Once an opportunity reaches the negotiation stage at cloud kicks, The Amount fields becomes required for sales users. Sales managers need to be able to move opportunities inti this stage without
knowing the amount. How should the administrator require this field during the negotiation stage for sales users but allow
their managers to make changes?
A. Make the field required for all users.
B. Create to formula field to fill in the field for managers.
C. Assign the administrator profile to the managers.
D. Configure a validation rule to meet the criteria. |
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Definition
Answer: D
Explanation:
To require the Amount field during the negotiation stage for sales users but allow their managers to make changes, the administrator should configure a validation rule that checks if the user profile is not a sales manager, the stage is negotiation, and the amount is blank. This will prevent sales users from saving the record without entering an amount, but allow sales managers to do so. Making the field required for all users will not meet the requirement. Creating a formula field or assigning the administrator profile to the managers will not affect field requirement.
Reference: https://help.salesforce.com/s/articleView?id=sf.validation_rules_overview.htm&type=5 |
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Term
Northern Trail outfitters has hired interns to enter Leads into Salesforce and has requested a way to is identify these new records from existing Leads. What approach should an administrator take to meet this requirement?
A. Set up Web-to-Lead form the interns use.
B. Define a record type and assign it to the interns.
C. Create a separate Lead Lightning App.
D. Update the active Leas Assignment Rules. |
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Definition
Answer: B
Explanation:
To identify new leads entered by interns from existing leads, the administrator should define a record type and assign it to the interns. This will allow them to select a different record type when creating leads, and distinguish them from other leads based on record type. Setting up Web-to-Lead form will not work if the interns are entering leads manually in Salesforce. Creating a separate Lead Lightning App or updating the active Lead Assignment Rules will not affect lead identification.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5 |
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Term
The Cloud kicks sales manager wants to boost productivity by providing insights at the start of each day. Which three sales-specific standard Lightning components should administrator add to the homepage to meet this requirement?
Choose 3 Answers.
A. Activities
B. Path
C. Assistant
D. Key Deals
E. Performance chart |
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Definition
Answer: A, C, D
Explanation:
To boost productivity by providing insights at the start of each day, the administrator should add three sales-specific standard Lightning components to the homepage: Activities, which shows tasks and events related to records that matter most to users Assistant, which provides personalized suggestions and reminders for key updates and actions Key Deals, which highlights important opportunities that need attention or are close to closing Path and Performance Chart are not standard Lightning components, but custom components that can be added to specific objects or pages.
Reference:
https://help.salesforce.com/s/articleView?id=sf.home_components.htm&type=5 |
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Term
What are three Setting an administrator should configure to make it easy for approvers to respond to approval requests?
Choose 3 Answers.
A. Update the organizations chatter setting to allow approvals.
B. Enable the organizations Email approval response setting.
C. Specify initial submission actions within the approval process.
D. Add the Items to approve component to the approvers home page.
E. Create a flow to automatically approve all records. |
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Definition
Answer: A, B, D
Explanation: To make it easy for approvers to respond to approval requests, the administrator should configure three settings: Update the organization’s chatter setting to allow approvals, which enables approvers to approve or reject requests from chatter feeds or email notifications Enable the organization’s Email approval response setting, which allows approvers to reply to approval request emails with keywords such as APPROVE or REJECT Add the Items to approve component to the approvers home page, which shows a list of pending approval requests that can be acted upon with one click Specifying initial submission actions within the approval process will not affect how approvers respond to requests. Creating a flow to automatically approve all records will bypass the approval process altogether.
Reference:
https://help.salesforce.com/s/articleView?id=sf.approvals_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.approvals_email.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.approvals_one_click.htm&type=5 |
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Term
New Leads needs to be routed to the correct sales person based on the lead address. How should the administrator configure this requirement?
A. Create formula field.
B. Use lead assignment rules.
C. Assign with an escalation rule.
D. Configure a validation rule |
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Definition
Answer: B
Explanation:
To route new leads to the correct sales person based on the lead address, the administrator should use lead assignment rules that specify criteria based on lead fields such as City, State/Province, or Country, and assign leads that match those criteria to queues or users. Lead assignment rules can be triggered automatically when leads are created or manually by users. Creating a formula field, assigning with an escalation rule, or configuring a validation rule will not route leads to sales people.
Reference:
https://help.salesforce.com/s/articleView?id=sf.leads_assignment_rules.htm&type=5 |
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Term
An Administrator at DreamHouse Realty wants an easier way to assign an agent capacity and skill set. Which feature should the administrator enable to meet this requirement?
A. Knowledge Management
B. Omni-Channel
C. Escalation Rules
D. Territory Management |
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Definition
Answer: B
Explanation:
To assign agent capacity and skill set, the administrator should enable Omni-Channel, which is a feature that allows agents to work on multiple cases or chats at once based on their availability and expertise. Omni-Channel can route work items to agents based on their predefined capacity and skills, ensuring that they are working on the right tasks at the right time. Knowledge Management, Escalation Rules, and Territory Management are not related to agent capacity and skill set.
Reference:
https://help.salesforce.com/s/articleView?id=sf.omnichannel_overview.htm&type=5 |
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Term
Universal container has a contact Lightning record Page with a component that shows LinkedIn data. The sales team would like to only show this component to sales users when they are on their mobile phones.
Choose 2 Answers.
A. Filter the component visibility with User > Profile > name = sales User.
B. Filter the component visibility with Form Factor = phone
C. Filter the component visibility with view = Mobile/Tablet.
D. Filter the component visibility with User > Role > Name = Sales User. |
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Definition
Answer: A, B
Explanation:
To show a component that shows LinkedIn data only to sales users when they are on their mobile phones, the administrator should filter the component visibility with two conditions: User > Profile > name = sales User, which checks if the user’s profile name is “sales User” Form Factor = phone, which checks if the user’s device is a phone Filtering with view or role will not achieve the desired result.
Reference: https://help.salesforce.com/s/articleView?id=sf.app_builder_page_visibility_rules.htm&type=5 |
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Term
At cloud kicks sales reps use discounts on the opportunity record to help win sales on products. When an opportunity is won, they then have to manually apply the discount up the related opportunity products. The sales manager has asked if three is a way to automate this time consuming task. What should the administrator use to deliver this requirement?
A. Flow Builder
B. Approval Process
C. Prebuild Macro
D. Formula field |
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Definition
Answer: A
Explanation:
To automate applying discounts on opportunity products when an opportunity is won, the administrator should use Flow Builder, which is a tool that allows creating complex business processes with clicks. The administrator can create an autolaunched flow that runs when an opportunity is updated, checks if its stage is “Closed Won”, and updates its related opportunity products with discounts from a formula or variable. Approval Process, Prebuilt Macro, and Formula Field are not able to update related records based on criteria.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_build_overview.htm&type=5 |
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Term
Dreamhouse Realty agents are double-booking open house event nights. The evet manager wants to event submission process to help agents fill in event details and request dates. How should an administrator accomplish the request?
A. Create a workflow role to update the Event Date Field.
B. Create an approval process on the Campaign object.
C. Create a sharing rule so that other agents can view events.
D. Create a campaign for agents to request event dates. |
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Definition
Answer: B
Explanation:
To help agents fill in event details and request dates for open house events without double-booking them, the administrator should create an approval process on the Campaign object, which is used to manage marketing events in Salesforce. The approval process can define entry criteria based on campaign fields such as type or status, specify initial submission actions such as sending email alerts or updating fields, assign approvers who can review and approve event requests, and specify final
approval actions such as creating tasks or updating fields. Creating a workflow rule, a sharing rule, or
a campaign will not help agents request event dates or prevent double-booking.
Reference:
https://help.salesforce.com/s/articleView?id=sf.campaigns_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.approvals_considerations.htm&type=5 |
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Term
Cloud kicks intends to protect with backups by using the data by using the data export Service. Which two considerations should the administrator remember when Scheduling the export?
Choose 2 Answers.
A. Metadata Backups are limited a sandbox refresh intervals.
B. Data Backups are limited to weekly or monthly intervals.
C. Data export service should be run from a sandbox.
D. Metadata backups must be run via a separate process. |
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Definition
Answer: B, D
Explanation:
To protect data with backups by using Data Export Service, two considerations that the administrator should remember when scheduling export are: Data Backups are limited to weekly or monthly intervals depending on edition and license type Metadata backups must be run via a separate process such as Metadata API or change sets because Data Export Service only exports data (records) Metadata backups are not limited by sandbox refresh intervals. Data Export Service should be run from production orgs unless testing purposes require otherwise.
Reference:
https://help.salesforce.com/s/articleView?id=sf.data_export.htm&type=5 |
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Term
Cloud Kicks needs to change the owner of a case when it has been open for more than 7 days. How should the administrator complete this requirement?
A. Auto - Response Rules
B. Validation Rule
C. Escalation Rule
D. Assignment Rule |
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Definition
Answer: C
Explanation:
An escalation rule is a tool that allows administrators to automatically escalate cases based on certain criteria and time triggers. For example, an escalation rule can change the owner of a case, send an email notification, or update a field value when a case has been open for more than 7 days. An escalation rule consists of multiple rule entries that define the criteria and actions for each escalation scenario.
Reference:
https://help.salesforce.com/s/articleView?id=sf.case_escalation.htm&type=5 |
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Term
The administrator has been asked to automate a simple field update on the account. When a support agent changes the status of the account to ‘Audited’, they would like the system to automatically update the Audited date field on the account with today’s date. Which tool should the administrator use to complete this automation?
A. Approval process
B. Formula Field
C. Flow Builder
D. Validation Rule |
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Definition
Answer: B
Explanation:
A formula field is a type of field that calculates a value based on an expression or formula that references other fields or constants. For example, a formula field can display today’s date by using the TODAY() function. In this case, the administrator can create a formula field on the account object that updates the audited date field with today’s date when the status of the account is changed to ‘Audited’.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fields_about_formulas.htm&type=5 |
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Term
AW computing wants to prevent user from updating the Account Annual Revenue field to be a negative value or an amount more than $100 billion.
How should an administrator accomplish this request?
A. Create a validation rule that displays an error if Account revenue is below 0 or greater than 100 billion.
B. Build a scheduled report displaying Account with Account revenue that is negative or greater than 100 billion.
C. Make the Account Revenue field required on the page layout.
D. Enable the Account Revenue limits in setup, with 0 as minimum and 100 billion as maximum |
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Definition
Answer: A
Explanation:
A validation rule is a tool that allows administrators to enforce data quality and integrity by preventing users from saving records that do not meet certain criteria or conditions. For example, a validation rule can display an error message if a user enters an invalid value in a field. In this case, the administrator can create a validation rule on the account object that displays an error if the account annual revenue field is below 0 or greater than 100 billion.
Reference:
https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm&type=5 |
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Term
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. Lightning Data
B. Lightning Community
C. Flow Solutions
D. Bolt Solutions |
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Definition
Answer: C
Explanation:
Flow Solutions are pre-built flows or templates that can be installed from AppExchange and customized to meet specific business needs. For example, Flow Solutions can provide common use cases such as lead generation, document generation, payment processing, and more. In this case, the administrator can use a Flow Solution that provides a mortgage calculator and generates leads for loans. Flow Solutions are easy to install and configure, and can help save time and budget for projects.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_solutions.htm&type=5 |
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Term
The Call centre manager in Ursa Major Solar wants to provide agents with a case dashboard that can be drilled down by case origin, status and owner. What should an Administrator add to the dashboard to fulfil the request?
A. Dashboard Filter
B. Bucket column
C. Dashboard component
D. Combination Chart |
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Definition
Answer: A
Explanation:
A dashboard filter is a feature that allows users to filter dashboard components by one or more field values without changing the underlying report data. For example, a dashboard filter can allow users to view cases by origin, status, or owner. A dashboard filter consists of a filter name, one or more source fields, and one or more filter values. Users can apply one or more filters to see different views of the dashboard data.
Reference:
https://help.salesforce.com/s/articleView?id=sf.dashboards_filters.htm&type=5 |
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Term
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?
A. Record setting and search index
B. Permissions and tab visibility
C. App permissions and search terms
D. Page layouts and field- level security |
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Definition
Answer: B
Explanation:
Permissions and tab visibility are two options that administrators can adjust to fully restrict access to records for certain users or profiles. Permissions determine what users can do with records, such as create, read, edit, delete, view all, or modify all. Tab visibility determines whether users can see a specific object tab in their app launcher or navigation bar. By setting permissions and tab visibility to none or hidden for deal records for service users or profiles, administrators can prevent them from accessing deal records via search or other methods.
Reference:
https://help.salesforce.com/s/articleView?id=sf.users_profiles_permissions.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_tabs.htm&type=5 |
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Term
Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and wants to share all cross-sell opportunities with a team of subject matter experts in their organization. The company has different roles, and the organization wide default opportunity is set to private. How should the administrator accomplish this?
A. Add the subject matter experts to a public group and give them access to records with a criteria-based sharing rule.
B. Change the organization-wide default for opportunity from private to public Read/Write to open up access for subject matter experts.
C. Enable territory management, assign the subject matter experts to the same territory, and give them access to the records with manual sharing.
D. Create a new role for the subject matter experts and give them access to the records with the owner-based sharing rule |
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Definition
Answer: A
Explanation:
A criteria-based sharing rule is a tool that allows administrators to share records with certain users based on field values rather than ownership. For example, a criteria-based sharing rule can share all opportunities with a cross-sell opportunity type with a specific group of users. A public group is a collection of individual users, roles, roles and subordinates, or other groups that can be used to simplify sharing settings and other processes. In this case, the administrator can add the subject matter experts to a public group and give them access to records with a criteria-based sharing rule that matches the cross-sell opportunity type.
Reference:
https://help.salesforce.com/s/articleView?id=sf.sharing_criteria_rules.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.public_groups.htm&type=5 |
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Term
Cloud Kicks has a screen flow with two questions on the same screen, but only one is necessary at a time. The administrator has been asked to show only the questions that is needed. How should an administrator complete this?
A. Use a new version of the flow for each scenario
B. Use a decision element and a new screen to show the proper question
C. Use a conditional visibility to hide the unnecessary question
D. Use branching in the flow screen to show the proper scenario |
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Definition
Answer: C
Explanation:
Conditional visibility is a feature that allows administrators to show or hide screen components in a flow based on certain conditions or criteria. For example, conditional visibility can show only one question on a screen depending on the value of another field or variable. Conditional visibility consists of one or more rules that define when to show or hide a component based on an expression that evaluates to true or false. In this case, the administrator can use conditional visibility to hide the unnecessary question on the screen flow based on the scenario.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_screencmp.htm&type=5 |
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Term
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 acriticalrecord
type.
• A quick way to update the account status from the case layout.
Which two components should an administrator use to satisfy these requests?
Choose 2 Answers
A. Related List
B. Related Record
C. Record details
D. Rich text |
|
Definition
Answer: B, D
Explanation:
A related record component is a type of component that allows users to view and edit fields from a parent record on a child record page without leaving the page. For example, a related record component can allow users to update the account status from the case layout by selecting an account record from a drop-down list. A rich text component is a type of component that allows users to display formatted text on a record page using rich text editor tools such as bold font, bullet points, images, and links. For example, a rich text component can display a message in bold font when a case is saved as acriticalrecord type by using conditional visibility rules.
Reference:
https://help.salesforce.com/s/articleView?id=sf.lightning_page_components_related_record.htm&t ype=5 https://help.salesforce.com/s/articleView?id=sf.lightning_page_components_rich_text.htm&type=5 |
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Term
The Administrator at Universal Container wants to add branding to salesforce. Which two considerations should the administrator keep in mind?
Choose 2 Answers
A. Only one theme can be active at a time, and a theme applies to the entire org.
B. Themes apply to salesforce classic and to the salesforce mobile app.
C. Up to 150 custom themes can be created, modified, or cloned from the built-in themes.
D. Chatter external users see the built-in Lightning theme only. |
|
Definition
Answer: A, D
Explanation:
Themes are a way to customize the look and feel of Salesforce by changing the colors, images, and logos that appear on Lightning Experience pages. However, there are some limitations and considerations when using themes, such as: only one theme can be active at a time, and a theme applies to the entire org; themes apply only to Lightning Experience and do not affect Salesforce Classic or the Salesforce mobile app; up to 300 custom themes can be created, modified, or cloned from the built-in themes; Chatter external users see the built-in Lightning theme only and cannot see custom themes.
Reference:
https://help.salesforce.com/s/articleView?id=sf.themes_overview.htm&type=5 |
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Term
An Administrator supporting global team of salesforce users has been asked to configure the company settings Which two options should the administrator configure?
Choose 2 Answers
A. Login Hours
B. Password Policy
C. Default Language
D. Currency Local |
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Definition
Answer: C, D
Explanation:
Default language and currency locale are two options that an administrator should configure in the company settings to support a global team of Salesforce users. Default language determines the language that is used for labels, buttons, tabs, help text, and messages in Salesforce for all users unless they override it in their personal settings. Currency locale determines the format of currency fields and numbers in Salesforce for all users unless they override it in their personal settings or enable multiple currencies.
Reference:
https://help.salesforce.com/s/articleView?id=sf.admin_supported_languages.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.admin_supported_currencies.htm&type=5 |
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Term
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. Email-to-Case
B. Assignment Rules
C. Auto-Response Rules
D. Web-to-case |
|
Definition
Answer: B
Explanation:
Assignment rules are tools that allow administrators to automatically route records to users or queues based on certain criteria. For example, an assignment rule can assign cases to different queues based on case priority, origin, type, or other fields. Assignment rules can be triggered when records are created manually, via email, web, or API. Assignment rules consist of multiple rule entries that define the criteria and actions for each assignment scenario.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_leadrules.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_casesupport_assign.htm&type=5 |
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Term
DreamHouse Reality needs to use consistent picklist value on a category filed on accounts and cases, with value respective to record types. Which two features should the administrator use to fulfill this requirement?
Choose 2 Answers
A. Dependent Picklist
B. Global Picklist
C. Multi-Select Picklist
D. Custom Picklist |
|
Definition
Answer: A, D
Explanation:
A dependent picklist and a custom picklist are the two features that can be used to fulfill the requirement. A global picklist and a multi-select picklist are not features that can be used to fulfill the requirement. Here is a more detailed explanation of why A and B are the correct answers: A. Dependent Picklist A dependent picklist is a picklist whose values are dependent on the value selected in another picklist. This is useful for ensuring that only valid values are selected for a field. In this case, the administrator can create a dependent picklist for the category field on accounts and cases, with the values for the picklist being dependent on the record type selected. This will ensure that only the relevant picklist values are available for selection based on the record type selected. For example, the administrator could create a dependent picklist for the category field on accounts and cases with the following values:
Record Type: New Account Picklist Values: Residential, Commercial Record Type: Existing Account Picklist Values: Renewal, Upsell, Cross-sell This would ensure that only the relevant picklist values are available for selection when creating a new account or an existing account. B. Custom Picklist A custom picklist is a picklist that is created by the administrator. This is useful for creating picklists with values that are specific to the organization's needs. In this case, the administrator can create a custom picklist for the category field on accounts and cases, with the values for the picklist being specific to the organization's needs. This will ensure that the picklist values are relevant to the organization and its customers. For example, the administrator could create a custom picklist for the category field on accounts and cases with the following values: Picklist Values: Residential, Commercial, Land, Multi-Family This would ensure that the picklist values are relevant to the organization and its customers. |
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Term
At Universal Containers, there is a custom field on the Lead named Product Category. Management wants this information to be part of the Opportunity upon lead conversion. What action should the administrator take to satisfy the request?
A. Map the lead custom field to the product's product category field.
B. Create a workflow to update Opportunity fields based on the lead.
C. Create a custom field on the Opportunity and map the two fields.
D. Configure the product categories picklist field on the product. |
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Definition
Answer: C
Explanation:
To transfer data from a lead custom field to an opportunity field upon lead conversion, an administrator needs to create a custom field on the opportunity object that matches the data type and length of the lead custom field, and then map the two fields using the lead field mapping tool under setup. This will ensure that the value of the product category field on the lead is copied to the corresponding field on the opportunity when the lead is converted.
Reference:
https://help.salesforce.com/s/articleView?id=sf.leads_customize_map.htm&type=5 |
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Term
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?
Choose 3 answers
A. Maximum invalid login attempts
B. Prohibited password values
C. Require use of Password Manager App
D. Password complexity requirements
E. Number of days until expiration |
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Definition
Answer: A, D, E
Explanation:
Maximum invalid login attempts, password complexity requirements, and number of days until expiration are three password policies that an administrator can configure to encourage employees to choose secure and appropriate passwords for their Salesforce accounts. Maximum invalid login attempts determines how many times a user can enter an incorrect password before being locked out of Salesforce. Password complexity requirements determine how complex a user’s password must be based on criteria such as length, case sensitivity, alphanumeric characters, etc. Number of days until expiration determines how often users must change their passwords.
Reference:
https://help.salesforce.com/s/articleView?id=sf.security_password_policies.htm&type=5 |
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Term
An administrator at AW Computing has been asked to help the Support team with report folders. They want a folder called Support Reports and two folders underneath called Helpdesk and R&D. The Support organization uses public groups for Support Agents, R&D, and Managers. Support agents should be able to run Helpdesk reports, but should not be able to view R&D reports. Support managers should be able to view and edit all reports. Which two ways should these folders be shared?
Choose 2 answers
A. Share the R&D folder with Support Managers with Edit Access.
B. Share the Helpdesk folder with Support Agents with View access.
C. Share the Support Reports folder with Support Managers with Edit Access.
D. Share the Support Reports folder with Support Agents with View Access. |
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Definition
Answer: B, C
Explanation:
To share report folders with different groups of users with different levels of access, an administrator can use folder sharing settings under setup. Folder sharing settings allow administrators to share report folders with public groups, roles, roles and subordinates, territories, or portal roles with view or edit access. In this case, the administrator can share the Helpdesk folder with Support Agents with view access so they can run Helpdesk reports but not edit them; and share the R&D folder with Support Managers with edit access so they can view and edit R&D reports.
Reference:
https://help.salesforce.com/s/articleView?id=sf.reports_builder_folders_sharing.htm&type=5 |
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Term
The Sales manager at DreamHouse Realty wants the sales users to have a quick way to view and edit the Opportunities in their pipeline expected to close in the next 90 days. What should an administrator do to accomplish this request?
A. Create a custom report and schedule the sales users to receive it each day as a reminder to update their opportunities.
B. Enable Sales Console and show users how to open a tab for each opportunity in the pipeline that meets the requirements.
C. Create a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop.
D. Make a new Sales dashboard and add a component that shows all opportunities that meet the criteria. |
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Definition
Answer: C
Explanation:
A list view is a feature that allows users to filter and display records based on certain criteria and fields. A Kanban view is a feature that allows users to view records as cards organized by columns that represent stages in a process such as opportunity stages or case statuses. Users can switch between list view and Kanban view by clicking on a toggle button on any object tab that supports Kanban view such as opportunities or cases. Users can also edit records by dragging and dropping cards from one column to another or by clicking on an inline edit icon on each card. In this case, the administrator can create a list view on the opportunity object that filters opportunities by expected close date in the next 90 days; and recommend users switch the view to Kanban to edit opportunities by drag and drop.
Reference:
https://help.salesforce.com/s/articleView?id=sf.lex_list_views.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.kanban_view.htm&type=5 |
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Term
Which two objects are customizable the Stage Setup Flow?
Choose 2 answers
A. Leads
B. Campaigns
C. Opportunities
D. Campaign Members |
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Definition
Answer: A, C
Explanation:
The Stage Setup Flow is a tool that allows administrators to customize stages for leads and opportunities based on best practices from Salesforce experts. The Stage Setup Flow guides administrators through a series of questions about their sales process and then creates or updates stages for leads or opportunities accordingly. The Stage Setup Flow also provides tips and resources for each stage such as key fields, guidance for success, reports and dashboards, etc.
Reference:
https://help.salesforce.com/s/articleView?id=sf.stages_setup_flow_overview.htm&type=5 |
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Term
Universal Containers has three separate lines of business. Each line has specific fields that must be displayed to users. However, the fields needed by the sales team are different than the fields needed by the service team. How should the administrator configure this requirement?
A. Create two record types, each with 3 page layouts.
B. Create one record type with six Page Layouts.
C. Create three record types, each with 2 page layouts.
D. Create six record types, each with 1 page layout. |
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Definition
Answer: C
Explanation:
A record type is a feature that allows administrators to offer different business processes, picklist values, page layouts, etc., to different users based on their profile or role. A page layout is a feature that allows administrators to control how fields, related lists, buttons, etc., are arranged on a record detail or edit page for each object. In this case, since Universal Containers has three separate lines of business with specific fields for each line; and since sales team needs different fields than service team; the administrator should create three record types for each line of business; and create two page layouts for each record type - one for sales team and one for service team.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_pagelayouts_overview.htm&type=5 |
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Term
Universal Containers introduced a new product and wants to track all associated cases that get logged. They are looking for an automated solution that would give the product's two lead engineers read/write access to all new cases that reference the new product. What should an administrator do to satisfy this requirement?
A. Create a queue and a criteria-based sharing rule.
B. Create a predefined case team and an assignment rule.
C. Create a user-based sharing rule and an ad-hoc case team.
D. Create an auto-response rule and a public group. |
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Definition
Answer: A
Explanation:
To track all cases that reference the new product and give read/write access to the product’s two lead engineers, the administrator should create a queue and a criteria-based sharing rule. The queue will allow assigning cases that meet certain criteria, such as having a specific value in the Product field, to a group of users. The criteria-based sharing rule will grant read/write access to the queue members for cases that match the same criteria.
Reference:
https://help.salesforce.com/s/articleView?id=sf.queues_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.sharing_criteria.htm&type=5 |
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Term
Northern Trail Outfitters (NTO) has deployed my domain. The Chief Marketing Officer wants to make sure that all of the Salesforce users log in using the branded login URL. There needs to be a grace period for the user's bookmarks to be updated. How should the administrator configure the policies in my domain settings?
A. Set the login policy to require login from https://nto.my.salesforce.com
B. Set the Redirect policy to Do Not redirect.
C. Set the redirect policy to Redirect with a warning to the same page within the domain.
D. Set the login policy to prevent login from https://login.salesforce.com |
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Definition
Answer: C
Explanation:
To make sure that all of the Salesforce users log in using the branded login URL after deploying my domain, and give them a grace period for updating their bookmarks, the administrator should set the Redirect policy to Redirect with a warning to the same page within the domain. This will redirect users who try to log in from https://login.salesforce.com or another domain to https://nto.my.salesforce.com, and show them a warning message that they need to update their bookmarks. Setting the Login policy or preventing login from https://login.salesforce.com will not redirect users or give them a warning. Filtering with Form Factor will not affect login URL.
Reference:
https://help.salesforce.com/s/articleView?id=sf.domain_mgmt_redirect.htm&type=5 |
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Term
Ursa Major Solar has service level agreements (SLA) that are routed to support queues. Cases that meet the 24 hour SLA need to be automatically re-assigned to the next tier queue. Which feature should be used to fulfill this requirement?
A. Einstein Case Routing
B. Auto-response rule
C. Case assignment rule
D. Case escalation rule |
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Definition
Answer: D
Explanation:
To re-assign cases that meet the 24 hour SLA to the next tier queue, the administrator should use a case escalation rule that defines the criteria for escalating cases, such as age or priority, and the actions to perform when those criteria are met, such as changing owner or sending email alerts. Case escalation rules can help ensure that cases are handled in a timely manner and escalated to appropriate users or queues. Einstein Case Routing, Auto-response rule, and Case assignment rule are not able to re-assign cases based on SLA or age.
Reference:
https://help.salesforce.com/s/articleView?id=sf.case_escalation.htm&type=5 |
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Term
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?
Choose 2 answers
A. Add a custom master-detail field for shoe designs on the Product object.
B. Create a custom object for shoe designs.
C. Use the standard object for designs.
D. Configure a custom lookup field for shoe designs on the Product object. |
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Definition
Answer: B, D
Explanation:
To track shoe designs by products, prevent them from being deleted, and allow multiple designs for one product across various stages, the administrator should create a custom object for shoe designs and configure a custom lookup field for shoe designs on the Product object. This will create a one-tomany relationship between products and shoe designs, and allow users to link multiple shoe designs to one product record. To prevent shoe designs from being deleted, the administrator can use validation rules or permissions. Adding a custom master-detail field for shoe designs on the Product object will create a many-to-one relationship, which is not desired. Using the standard object for designs or configuring a validation rule will not meet the requirement.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_object_relationships_overview.htm&type =5 |
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Term
Sales reps at Ursa Major Solar are having difficulty managing deals. The leadership team has asked administrator to help sales reps prioritize and close more deals. the administrator configure to help with these issues?
A. Einstein Activity Capture
B. Einstein Opportunity Scoring
C. Einstein Search Personalization Einstein Lead Scoring |
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Definition
Answer: B
Explanation:
To help sales reps prioritize and close more deals, the administrator should use Einstein Opportunity Scoring, which is a feature that assigns each opportunity a score from 1 to 99 based on how likely it is to be won. The score is calculated using historical data and machine learning models, and can help reps focus on the most promising opportunities and take actions to improve their chances of winning. Einstein Activity Capture, Einstein Search Personalization, and Einstein Lead Scoring are not related to opportunity management.
Reference:
https://help.salesforce.com/s/articleView?id=sf.einstein_sales_oppty_scoring.htm&type=5 |
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Term
Northern Trail Outfitters has hired interns to enter Leads Into Salesforce and has requested a way to identify these new records from existing Leads. What approach should an administrator take to meet this requirement?
A. Create a separate Lead Lightning App.
B. Define a record type and assign it to the interns.
C. Set up Web-to-Lead for the interns' use.
D. Update the active Lead Assignment Rules. |
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Definition
Answer: B
Explanation:
To identify new leads entered by interns from existing leads, the administrator should define a record type and assign it to the interns. This will allow them to select a different record type when creating leads, and distinguish them from other leads based on record type. Creating a separate Lead Lightning App or updating the active Lead Assignment Rules will not affect lead identification. Setting up Web-to-Lead form will not work if the interns are entering leads manually in Salesforce.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5 |
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Term
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 reverting the Case back to a
previous status. Which feature should an administrator use to fulfill this request?
A. Predefined Field Values
B. Global Value Picklists
C. Dependent Picklists
D. Validation Rules |
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Definition
Answer: D
Explanation:
To require users to follow the status values as they are on the path and prevent them from reverting back to previous status values, the administrator should use validation rules that check if the status field value is changed from one value to another value that is not allowed by business logic. For example, if status values are New > In Progress > Closed, then a validation rule can check if status is changed from Closed to In Progress or New, and show an error message if true. Predefined Field Values, Global Value Picklists, and Dependent Picklists are not able to enforce status progression or prevent status reversion.
Reference:
https://help.salesforce.com/s/articleView?id=sf.validation_rules_overview.htm&type=5 |
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Term
An administrator at Northern Trail Outfitters is unable to add a new user in Salesforce. What could cause this issue?
A. The username is already in use another organization.
B. The username is restricted to a domain specific to my domain.
C. The email address used for the username has a contact record.
D. The email used for the username is not a corporate email address. |
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Definition
Answer: A
Explanation: One of the possible causes for being unable to add a new user in Salesforce is that the username is already in use by another organization. Usernames must be globally unique across all Salesforce orgs, so if another user has claimed that username before, it cannot be used again. To fix this issue, choose a different username that is not taken by anyone else. The username is not restricted to a domain specific to my domain unless specified by an administrator. The email address used for the username does not have to match a contact record. The email used for the username can be any valid email address.
Reference:
https://help.salesforce.com/s/articleView?id=sf.admin_usermgmt_add.htm&type=5 |
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Term
An administrator at Universal Containers has been asked to prevent users from accessing Salesforce from outside of their network. What are two considerations for this configuration?
Choose 2 answers
A. IP address restrictions are set on the profile or globally for the org.
B. Assign single sign-on to a permission set to allow users to log in when outside the network.
C. Enforce Login IP Ranges on Every Request must be selected to enforce IP restrictions.
D. Restrict U2F Security Keys on the user's profile to enforce login hours. |
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Definition
Answer: A, D
Explanation:
Two considerations for preventing users from accessing Salesforce from outside of their network are: IP address restrictions are set on the profile or globally for the org, which limit login access based on IP ranges specified by an administrator Restrict U2F Security Keys on the user’s profile to enforce login hours, which require users to use security keys during certain hours of day Assigning single sign-on to a permission set or enforcing Login IP Ranges on Every Request will not prevent users from accessing Salesforce from outside of their network.
Reference:
https://help.salesforce.com/s/articleView?id=sf.security_networkaccess.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.security_keys_restrict.htm&type=5 |
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Term
An administrator at Northern Trail Outfitters is creating a validation rule. Which two functions should the administrator use when creating a validation rule?
Choose 2 answers
A. Formula return type
B. Error condition formula
C. Error message location
D. Rule active date |
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Definition
Answer: B, C
Explanation:
Two functions that an administrator should use when creating a validation rule are: Error condition formula, which defines when an error should occur based on record fields and values Error message location, which specifies where on the page layout an error message should appear when triggered by an error condition formula Formula return type and rule active date are not functions used for validation rules.
Reference:
https://help.salesforce.com/s/articleView?id=sf.validation_rules_overview.htm&type=5 |
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Term
An administrator is planning to use Data Loader to mass import new records to a custom object from a new API. What will the administrator need to do to use the Data Loader?
A. Add a permission set that allows them to import data.
B. Append their security token at the end of their password to login.
C. Use the Data Import Tool to mass import custom object records.
D. Reset their password and their security token. |
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Definition
Answer: B
Explanation:
To use Data Loader to mass import new records to a custom object from a new API, the administrator will need to append their security token at the end of their password to login. The security token is an alphanumeric code that is required for API access when logging in from an IP address that is not trusted by Salesforce. The security token can be obtained from the user’s personal settings or by resetting it via email. Adding a permission set, resetting the password and the security token, or using the Data Import Tool are not necessary for using Data Loader.
Reference:
https://help.salesforce.com/s/articleView?id=sf.data_loader.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.security_token.htm&type=5 |
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Term
Which setting on a profile makes a tab hidden in the All App Launcher or viable in arty app, but still allows a user to view records that would normally be found under this tab?
A. Object Permissions
B. App Permissions
C. Page wide Defaults
D. Tab Settings |
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Definition
Answer: D
Explanation:
To make a tab hidden in the All App Launcher or visible in any app, but still allow a user to view records that would normally be found under this tab, the administrator should use Tab Settings on a profile. Tab Settings control the visibility and default behavior of tabs for each app in an org. The administrator can set a tab to Hidden, which means it will not appear in any app or in the All App Launcher, but users can still access records via other means such as search or reports. Object Permissions, App Permissions, and Org-Wide Defaults are not related to tab visibility.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_tabs.htm&type=5 |
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Term
The administrator for AW Computing is working with a user who is having trouble togging in to Salesforce. What should the administrator do to identify why the user Is unable to log in?
A. Review the login history for the user.
B. Check the attempted logins by running the setup audit trail.
C. Pull the password history to ensure the password policy was followed.
D. Reset the security token for the profile. |
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Definition
Answer: A
Explanation:
To identify why a user is unable to log in to Salesforce, the administrator should review the login history for the user. The login history shows the date and time of each login attempt, the source IP address, the browser and platform used, the login type (such as username and password or single sign-on), and the status (such as success or failure). The login history can help troubleshoot common login issues such as incorrect username or password, invalid security token, IP restrictions, or login hours violations. Checking the attempted logins by running the setup audit trail, pulling the password history, or resetting the security token for the profile will not help identify why a user is unable to log in.
Reference:
https://help.salesforce.com/s/articleView?id=sf.monitoring_login_history.htm&type=5 |
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Term
A user at Northern Trail Outfitters Is having trouble logging into Salesforce. The user's login history shows that this person has attempted to log in multiple times and has been locked out of the organization. Which two ways should the administrator help the user log into Salesforce?
A. Log in as the user to unlock the user and reset the password.
B. Reset the password policies to allow the user to login.
C. Reset password on the user's record detail page.
D. Use the unlock button on the user's record detail page. |
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Definition
Answer: C, D
Explanation:
To help a user who has attempted to log in multiple times and has been locked out of Salesforce, the administrator should reset password on the user’s record detail page and use the unlock button on the user’s record detail page. Resetting password will generate a new temporary password and send it to the user’s email address. Using unlock will restore access for a locked-out user without changing their password or waiting for lockout period to end. Logging in as the user or resetting the password policies will not help a locked-out user log in to Salesforce.
Reference:
https://help.salesforce.com/s/articleView?id=sf.users_passwords.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.users_unlock.htm&type=5 |
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Term
A Sales user is trying to manage Campaign Members for an upcoming networking event. The user can view the Campaign, but add new Campaign Members or update Member statuses. How can an administrator troubleshoot this problem?
A. Create a permission set to allow the user to edit Campaign Members.
B. Provide the user access to both Leads and Contacts to edit all Members.
C. Make sure the Marketing User Checkbox is checked on the user record page.
D. Run a Campaign report and update any Member information via Data Loader. |
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Definition
Answer: C
Explanation:
To allow a user to add new Campaign Members or update Member statuses, the administrator should make sure that Marketing User Checkbox is checked on the user record page. This checkbox enables users to create, edit, and delete campaigns, configure advanced campaign setup, import leads, manage campaign members, and update campaign history via mass update. The checkbox also requires users to have Read and Edit permissions on campaigns and leads/contacts. Creating a permission set, providing access to both Leads and Contacts, or running a Campaign report will not enable users to manage Campaign Members.
Reference:
https://help.salesforce.com/s/articleView?id=sf.campaigns_enable.htm&type=5 |
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Term
Ursa Major Solar provides a 1-year warranty on all of the panels it installs. Installation details, along with the warranty information, a captured on a custom object called Installation. The installation record is created by the installer from the mobile app. Customers son receive a longer warranty as a way of increasing customer satisfaction when an installation gets delayed or has issues. How should the administrator configure Salesforce to capture the expiration date of the warranty?
A. Use a formula as the default value of the warranty Expiration Date field.
B. Create a formula field to display l year from the warranty purchased.
C. Add a validation rule to ensure the Expiration Date field is populated.
D. Include the warranty Expiration Date field on the mobile page layout. |
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Definition
Answer: A
Explanation:
To capture the expiration date of warranty based on installation date and warranty length (1 year by default), the administrator should use a formula as the default value of Warranty Expiration Date field on Installation object. The formula can calculate one year from installation date using DATE function or DATEVALUE function. For example, DATE(YEAR(Installation_Date__c) + 1 , MONTH(Installation_Date__c) , DAY(Installation_Date__c)) will return one year from installation date. Creating a formula field, adding a validation rule, or including Warranty Expiration Date field on mobile page layout will not capture expiration date based on installation date and warranty length.
Reference:
https://help.salesforce.com/s/articleView?id=sf.formula_using_date_datetime.htm&type=5 |
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Term
The IT manager at universal Containers is doing an audit of the systems security. Mow should the administrator provide a summary of the org's security health?
A. Change the Organization-Wide Default to private to restrict visibility.
B. Turn on Event Monitoring to track user events.
C. Download the last six months of user login data.
D. Run a Health Check to identify vulnerabilities. |
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Definition
Answer: D
Explanation:
To provide a summary of org’s security health, an administrator should run a Health Check that compares org’s settings against baseline settings defined by Salesforce Security Baseline Standard or industry standards such as CIS (Center for Internet Security) Benchmark Standard. Health Check generates an overall health score based on how org’s settings match with baseline settings for various security categories such as Password Policies, Network Access, Session Settings etc. Health Check also provides recommendations for improving org’s security health score by adjusting settings that do not match with baseline settings. Changing Org-Wide Default to private, turning on Event Monitoring, or downloading user login data will not provide a summary of org’s security health.
Reference:
https://help.salesforce.com/s/articleView?id=sf.security_health_check.htm&type=5 |
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Term
Cloud Kicks is Introducing a new shoe model and wants to advertise on TV, radio, print, and social under the banner of a called New Runners. In addition, total statistics for this marketing effort need to be aggregated and visible. Which feature should the administrator use to implement this functionality?
A. Junction object
B. Parent campaign field
C. Lookup relationship
D. Master-detail relationship |
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Definition
Answer: B
Explanation:
To advertise on TV, radio, print, and social under one banner called New Runners and aggregate total statistics for this marketing effort, an administrator should use Parent campaign field on Campaign object. This field allows creating hierarchical relationships between campaigns by specifying one campaign as parent of another campaign. Parent campaigns roll up statistics from child campaigns such as number of leads generated, amount of revenue won etc. For example, an administrator can create four child campaigns for TV, radio, print and social ads respectively and link them to one parent campaign called New Runners using Parent campaign field. Junction object, lookup relationship, and master-detail relationship are not features related to Campaign object or hierarchy.
Reference:
https://help.salesforce.com/s/articleView?id=sf.campaigns_parent.htm&type=5 |
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Term
AW Computing has added a new custom text field called Market Segment on the Lead object. When a Lead is converted, the new field is not getting copied to the Account record. What should the administrator do to ensure the Market Segment field from a Lead is copied to the converted Account record in routine?
A. Ensure the Market Segment field on the Lead is mapped to right field on Account.
B. Ensure Account has a field that has the exact same name as the new Lead field.
C. Write a Validation Rule to ensure the Account has a value in that field.
D. Write a record-triggered flow to copy the custom field from Lead to Account. |
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Definition
Answer: A
Explanation:
To ensure Market Segment field from Lead is copied to converted Account record in routine manner without manual intervention , an administrator should ensure Market Segment field on Lead is mapped to right field on Account using Lead Field Mapping tool under Lead Settings. This tool allows mapping custom fields from Lead object to custom fields on Account , Contact , or Opportunity objects so that data is transferred when leads are converted. For example , an administrator can map Market Segment field on Lead to Market Segment field on Account using this tool . Ensuring Account has a field that has same name as new Lead field , writing validation rule , or writing record-triggered flow are not necessary for copying custom fields from Lead to Account. |
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Term
Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity.
Which tool should an administrator use to meet this requirement?
A. Opportunity Processes
B. Dynamic Forms
C. Path Key fields
D. Workflow Rules |
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Definition
Answer: C
Explanation:
To surface important values based on stage of opportunity, an administrator should use Path Key fields feature on Opportunity object. This feature allows adding up to five fields that display key information about each stage along path. Users can edit these fields inline without leaving path. For example, an administrator can add Amount, Close Date, Next Step, Probability, and Stage fields as key fields for Opportunity path. Opportunity Processes, Dynamic Forms, and Workflow Rules are not tools for surfacing important values based on stage of opportunity. |
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Term
Support reps at Cloud Kicks (CK) are reporting that when they try to close a case, the Closed option in the Case Status picklist is missing. CK has asked the administrator to find a solution.
Why are the support reps unable to see the Closed option in the specified picklist?
A. The Case record type is missing Closed as a picklist value.
B. The Close Case page layout must be used to close a case.
C. The Show Closed Statuses m Case Status Field checkbox is set to the default.
D. The Support Process being used omits Closed as a status choice. |
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Definition
Answer: D
Explanation:
A support process is a feature that allows administrators to define and enforce the stages that a case or work order must go through based on its record type. A support process determines which values are available for the status field for each record type. If a support process omits a certain value for the status field, such as Closed, then users will not be able to see or select that value when working with cases or work orders of that record type.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_supporthome.htm&type=5 |
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Term
What will happen to the Chatter post in this situation?
A. The pending Chatter post will be canceled.
B. The pending Chatter post will be sent on the 10th of the month.
C. The pending Chatter post will be will be paused.
D. The pending Chatter post will be sent in 30 days. |
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Definition
Answer: A
Explanation:
A pending Chatter post is a post that has been scheduled to be published at a future date and time. However, if the user who created the pending Chatter post is deactivated before the scheduled date and time, then the pending Chatter post will be canceled and will not be published. This is because deactivated users cannot create or edit posts in Chatter.
Reference:
https://help.salesforce.com/s/articleView?id=sf.collab_scheduled_posts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.collab_deactivated_users.htm&type=5 |
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Term
The administrator has created new users for ten new employees at Northern Trail Outfitters. Why are these users unable to access the account object in the Salesforce org?
A. Users’ profile requires a sharing rule for Accounts.
B. Users’ profile requires permission to the Account object.
C. Users’ roles are low on the role hierarchy.
D. Organization-wide defaults are set to private. |
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Definition
Answer: B
Explanation:
To access the account object in Salesforce, users need to have permission to the account object on their profile or permission set. Permission to an object determines what users can do with records of that object, such as create, read, edit, delete, view all, or modify all. If users do not have permission to an object, they will not be able to see or access that object in Salesforce.
Reference:
https://help.salesforce.com/s/articleView?id=sf.users_profiles_permissions.htm&type=5 |
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Term
Cloud Kicks (CK) stores information about specific customers in Contacts and information about shoes and accessories in a custom Merchandise object. What should the CK administrator use to represent that Contact can be interested in multiple pieces
of Merchandies?
A. Hierarchy column
B. Lookup filter
C. Formula field
D. Junction object |
|
Definition
Answer: D
Explanation:
A junction object is a type of custom object that allows administrators to create many-to-many relationships between two other objects. A many-to-many relationship means that each record of one object can be related to multiple records of another object, and vice versa. For example, a junction object can represent that a contact can be interested in multiple pieces of merchandise, and a piece of merchandise can be of interest to multiple contacts. A junction object has two masterdetail relationships with the two objects it connects.
Reference:
https://help.salesforce.com/s/articleView?id=sf.relationships_manytomany.htm&type=5 |
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Term
The administrator at Universal Container has created two objects: Containers_c Purchase_c, Management has requested that all container records display on purchase records in Salesforce. Which type of relationship between Containers_c and Purchase_c should satisfy the requirement?
A. Roll-Up Summary field
B. Formula field
C. Master-detail field
D. Lookup field |
|
Definition
Answer: D
Explanation:
A lookup field is a type of field that allows administrators to create a relationship between two objects by linking records from one object to another object. For example, a lookup field can link an account record to a purchase record by storing the account ID on the purchase record. A lookup field allows users to select an existing record from a pop-up window or create a new record from the same window.
Reference:
https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm&type=5 |
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Term
The Marketing team at Cloud Kicks uses campaigns to generate product interest. They want custom picklist values for the campaign member Status field for each campaign they run, currently, they ask the administrator to add or delete values, but this is very time consuming. Which two user permission should allow the Marketing team to customize the campaign member status picklist values themselves?
Choose 2 answers
A. Create and Edit for Campaign Member
B. Marketing user feature license
C. Customize Application permission
D. Edit permission for campaigns |
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Definition
Answer: B, D
Explanation:
To customize the campaign member status picklist values themselves, marketing users need two things: a marketing user feature license and edit permission for campaigns. A marketing user feature license enables users to create, edit, and delete campaigns; manage campaign members; and update campaign history via the import wizards or API. Edit permission for campaigns allows users to modify existing campaigns and their related records such as campaign members and campaign member statuses.
Reference:
https://help.salesforce.com/s/articleView?id=sf.campaigns_enable.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.campaigns_member_status.htm&type=5 |
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Term
Universal Containers wants to provide reseller partners with discounted prices on the products they purchase. How should an administrator configure this requirement?
A. Add a Partner_Discount_c field to the Opportunity
B. Build separate reseller partner products.
C. Use a different Opportunity record type.
D. Create a separate PriceBook for reseller partners. |
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Definition
Answer: D
Explanation:
A PriceBook is a feature that allows administrators to define different prices for the same products based on different criteria such as customer segment, region, channel, etc. For example, a PriceBook can provide reseller partners with discounted prices on the products they purchase compared to regular customers. A PriceBook consists of one or more PriceBook entries that specify the product ID, pricebook ID, list price, currency, and active status for each product-pricebook combination.
Reference:
https://help.salesforce.com/s/articleView?id=sf.pricebook_overview.htm&type=5 |
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Term
Ursa Major classifies its accounts as Silver, Gold, or Platinum Level. When a new case is created for a Silver or Gold partner, it should to the Regular Support Queue. When an account is Platinum Level, it should automatically go to the Priority Support Queue.
What should the administrator use to achieve this?
A. Assignment Rules
B. Case Rules
C. Workflow Rules
D. Escalation Rules |
|
Definition
Answer: A
Explanation:
Assignment rules are tools that allow administrators to automatically route records to users or queues based on certain criteria. For example, an assignment rule can assign cases to different queues based on case priority, origin, type, or other fields. Assignment rules can be triggered when records are created manually, via email, web, or API. Assignment rules consist of multiple rule entries that define the criteria and actions for each assignment scenario.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_leadrules.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_casesupport_assign.htm&type=5 |
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Term
The standard Lead Rating field has picklist values of Hot, Warm, and Cold. A list of new leads was importance without errors even though several records had the value of Unrated in the Rating field. How were these records added without error?
A. The Restricted picklist checkbox was unchecked.
B. Field-level security was set to Visible for all profiles.
C. A global picklist value set was used to populate the picklist.
D. The Add to All Record Types checkbox was selected. |
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Definition
Answer: A
Explanation:
A restricted picklist is a type of picklist that enforces the integrity of the picklist values by allowing only values defined in the picklist during data entry or import operations. If the restricted picklist checkbox is checked for a picklist field, then any records with values not defined in the picklist will cause errors during import operations. However, if the restricted picklist checkbox is unchecked for a picklist field, then any records with values not defined in the picklist will be imported without errors.
Reference: https://help.salesforce.com/s/articleView?id=sf.picklist_limitations.htm&type=5 |
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Term
The administrator at AW Consulting has created a custom picklist field. Business users have requested that it be a text field. The administrator attempts to change the field type but, is unable to
because it is referenced by other functionalities. Which functionality is preventing the field type from being changed?
A. Formula fields
B. Record types
C. Visualforce
D. Javascript |
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Definition
Answer: A
Explanation:
Formula fields are types of fields that calculate a value based on an expression or formula that references other fields or constants. Formula fields prevent administrators from changing their field type once they are created because they may be referenced by other functionalities such as reports, validation rules, workflow rules, etc., that depend on their data type and value. If a formula field is referenced by other functionalities, then changing its field type may cause errors or unexpected results.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fields_about_formulas.htm&type=5 |
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Term
What data loss considerations should an administrator keep in mind when changing a custom field type from Text to Picklist?
Choose 2 answers
A. There will be no data loss with use of a global value set.
B. Assignment and escalation rules may be affected.
C. Auto updates will be made to Visualforce references to prevent data loss.
D. Any list view based on the custom field is deleted. |
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Definition
Answer: B, D
Explanation:
Two data loss considerations when changing a custom field type from Text to Picklist are: Assignment and escalation rules may be affected, because the values in the picklist may not match the values that were previously entered in the text field, and the rules may not trigger as expected. Any list view based on the custom field is deleted, because the filter criteria for the list view may not be valid for the new field type, and the list view cannot be displayed. There will be no data loss with use of a global value set or auto updates to Visualforce references, because these are not related to changing a custom field type from Text to Picklist.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fields_changing_type_considerations.htm&type=5 |
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Term
Marketing users at Cloud Kicks should be able to view and edit converted leads. The administrator has assigned them permission set with the View and edit Converted Leads permission. Which two ways can the marketing users now access converted leads for editing?
Choose 2 answers
A. Find them in the global search result.
B. Search the Recent Records component on the homepage.
C. Utilize a list view where lead status equals Qualified.
D. Use the Data Import Wizard, |
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Definition
Answer: A, C
Explanation:
Two ways that marketing users can now access converted leads for editing are: Find them in the global search result, by entering the lead name or other keywords in the global search box and selecting Leads from the drop-down menu. Converted leads will appear in the search result with a check mark icon next to them. Utilize a list view where lead status equals Qualified, by creating or modifying a list view on the Leads tab and adding a filter for Lead Status equals Qualified. Converted leads will have Qualified as their lead status and will be visible in the list view. Searching the Recent Records component on the homepage or using Data Import Wizard will not allow users to access converted leads for editing.
Reference:
https://help.salesforce.com/s/articleView?id=sf.leads_view_converted.htm&type=5 |
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Term
Universal Containers has a private sharing model for Opportunities and uses Opportunity teams. Criteria-based sharing rules a sales rep at Universal Containers leaves the company and their user
record is deactivated. The rep is later rehired in V administrator activates the old user record. The user is added to the same default Opportunity teams but h no longer able records the user worked on before leaving the company. What is the likely cause?
A. The stage of the Opportunity records was changed to closed lost.
B. Permission sets were removed when the user was deactivated.
C. The record type of the Opportunity records was changed.
D. The records were manual shared with the user. |
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Definition
Answer: D
Explanation:
The likely cause for why a rehired user is no longer able to access records they worked on before leaving the company is that the records were manually shared with the user. Manual sharing allows granting access to individual records to specific users or groups. However, manual sharing is removed when a record owner changes or when a user’s role changes. When a user is deactivated, their role is removed and any manual sharing involving that user is deleted. When a user is reactivated, their role is restored but manual sharing is not. Therefore, the rehired user will not have access to records that were manually shared with them before deactivation. The stage of Opportunity records, permission sets, or record type of Opportunity records are not likely causes for why a rehired user is no longer able to access records they worked on before leaving the company.
Reference:
https://help.salesforce.com/s/articleView?id=sf.sharing_manual.htm&type=5 |
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Term
Ursa Major Solar wants its sales reps to be aware when they are speaking with high-profile customers. Which two options should be added to the Lightning record pages to achieve this?
Choose 2 answers
A. Custom Component
B. Highlight Panel
C. Action and Recommendations
D. Component Visibility Filter
E. Rich Text Area |
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Definition
Answer: A, D
Explanation:
Two options that should be added to Lightning record pages to make sales reps aware when they are speaking with high-profile customers are: Custom Component, which can display a custom message or icon on the record page based on certain criteria such as account rating or industry. For example, an administrator can create a custom Lightning Web Component that shows a star icon on account record pages if account rating is Hot or Warm. Component Visibility Filter, which can control when a component is visible on a record page based on field values of that record. For example, an administrator can add a component visibility filter to an existing component such as Path or Highlights Panel that makes it visible only if account rating is Hot or Warm. Highlight Panel, Action and Recommendations, and Rich Text Area are not options that can be used to make sales reps aware when they are speaking with high-profile customers.
Reference: https://developer.salesforce.com/docs/componentlibrary/ documentation/en/lwc/lwc.create_components https://help.salesforce.com/s/articleView?id=sf.dynamic_forms_component_visibility.htm&type=5 |
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Term
What should an administrator use as an identifier when importing and updating records from a separate system?
A. Rich Text field
B. Record ID
C. Auto-Number field
D. External ID |
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Definition
Answer: D
Explanation:
To use as an identifier when importing and updating records from a separate system, an administrator should use External ID field type on an object. External ID fields allow storing unique identifiers from external systems and using them for matching records during import or update operations. External ID fields can also be used for upsert operations that insert new records or update existing ones based on external ID values. For example, an administrator can create an External ID field on Account object that stores account numbers from an external ERP system and use it for importing or updating accounts from that system. Rich Text field, Record ID, and Auto-Number field are not suitable for using as identifiers when importing and updating records from a separate system.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fields_about_field_types.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.data_loader_upsert.htm&type=5 |
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Term
The CTO of AW Computing has defined a new policy for cases to improve customer satisfaction. All cases submitted with a Case Reason of Installation must be acknowledged immediately via email and assigned to the appropriate agents. Any cases that are still in the New status after 4 hours must be escalated to support management. What case management tools need to be utilized for this requirement?
A. Auto-response rules, Macros, Entitlements
B. Auto-response rules, Queues, Macros
C. Auto-response rules, Queues, Escalation Rules
D. Auto-response rules, Entitlements, Escalation Rules |
|
Definition
Answer: C
Explanation: To acknowledge cases with a Case Reason of Installation immediately via email and assign them to appropriate agents, and escalate cases that are still in New status after 4 hours to support management, an administrator should use Auto-response rules, Queues, and Escalation Rules for case management. Auto-response rules allow sending automatic email responses to customers based on case criteria. Queues allow grouping cases that share common characteristics and assigning them to a group of users who can access and work on them. Escalation rules allow escalating cases that meet certain criteria to higher-level users or groups and sending email notifications. Macros and Entitlements are not case management tools that can be used for this requirement.
Reference: https://help.salesforce.com/s/articleView?id=sf.case_autoresponse.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.queues_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.case_escalation.htm&type=5 |
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Term
The CTO of AW Computing has defined a new policy for cases to improve customer satisfaction. All cases submitted with a Case Reason of Installation must be acknowledged immediately via email and assigned to the appropriate agents. Any cases that are still in the New status after 4 hours must be escalated to support management. What case management tools need to be utilized for this requirement?
A. Auto-response rules, Macros, Entitlements
B. Auto-response rules, Queues, Macros
C. Auto-response rules, Queues, Escalation Rules
D. Auto-response rules, Entitlements, Escalation Rules |
|
Definition
Answer: B
Explanation:
To advertise on TV, radio, print, and social under one banner called New Runners and aggregate total statistics for this marketing effort, an administrator should use Parent campaign field on Campaign object. This field allows creating hierarchical relationships between campaigns by specifying one campaign as parent of another campaign. Parent campaigns roll up statistics from child campaigns such as number of leads generated, amount of revenue won etc. For example, an administrator can create four child campaigns for TV, radio, print and social ads respectively and link them to one parent campaign called New Runners using Parent campaign field. Junction object, lookup relationship, and master-detail relationship are not features related to Campaign object or hierarchy.
Reference:
https://help.salesforce.com/s/articleView?id=sf.campaigns_parent.htm&type=5 |
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Term
Cloud Kicks generates leads for its different product categories (shoes, apparel, and accessories) through many different sources. While some lead sources are used for all three categories, other
lead sources are specific to a single category. The VP of marketing requests that only the proper lead sources be displayed based on the product category chosen. How should the administrator configure Salesforce to meet this requirement?
A. Create a page layout for each category and filter the Lead Source field based on category.
B. Create a dependency between the Product Category field and Lead Source field.
C. Create business processes and record types for each of the three product categories.
D. Create a single business process, then create record types for each product category. |
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Definition
Answer: B
Explanation:
To display only the proper lead sources based on the product category chosen, an administrator should create a dependency between the Product Category field and Lead Source field on Lead object. A dependency is a relationship between two picklist fields that restricts the values available in one picklist based on the value selected in another picklist. For example, an administrator can create a dependency that shows only Online Store and Social Media as lead sources if Product Category is Shoes, but shows only Trade Show and Magazine as lead sources if Product Category is Apparel. Creating a page layout for each category, creating business processes and record types for each category, or creating a single business process with record types for each category will not display only the proper lead sources based on the product category chosen.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_dependent.htm&type=5 |
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Term
Cloud Kicks (CK) needs a new sales application. The administrator there is an application package on the AppExchange and wants to begin testing it in a sandbox to see If it addresses CK's needs. What are two considerations when installing a managed package in a sandbox?
Choose 2 answers.
A. Any metadata changes to the package have to be recreated in production.
B. The installation link has to be modified to test.saiesiorcc.com.
C. Install for Admins Only will be the only Install option available.
D. The package will be removed any time the sandbox is refreshed. |
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Definition
Answer: B, D
Explanation:
Two considerations when installing a managed package in a sandbox are: The installation link has to be modified to test.salesforce.com, because the default installation link points to login.salesforce.com which is for production orgs. To install a package in a sandbox org, the administrator has to replace login with test in the installation URL before clicking it. The package will be removed any time the sandbox is refreshed, because refreshing a sandbox replaces its current data and metadata with those from its source org. If the source org does not have the package installed, then the sandbox will lose it after refresh. Any metadata changes to the package do not have to be recreated in production, because they are preserved during upgrades unless overwritten by the package developer. Install for Admins Only is not the only install option available; there are also Install for All Users and Install for Specific Profiles options.
Reference:
https://help.salesforce.com/s/articleView?id=sf.distribution_installing_packages.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.data_sandbox_implementation_tips.htm&type=5 |
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Term
The administrator at Northern Trail Outfitters has been using a spreadsheet to track assigned licenses and permission sets. What feature can be used to track this in Salesforce?
A. Login History
B. Lightning Usage App
C. User Report
D. Permission Set Groups |
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Definition
Answer: C
Explanation:
To track assigned licenses and permission sets in Salesforce instead of using a spreadsheet, an administrator should use User Report type on Report object. User Report type allows creating reports that show information about users such as their profile, role, license type, active status, login history etc. It also allows adding fields related to permission sets such as Permission Set Assignments or Permission Set License Assignments. For example, an administrator can create a User Report that shows user name, profile name, user license name, permission set assignments count etc. Login History, Lightning Usage App, or Permission Set Groups are not features that can be used to track assigned licenses and permission sets in Salesforce.
Reference:
https://help.salesforce.com/s/articleView?id=sf.reports_report_types_standard_user.htm&type=5 |
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Term
Customer service accesses articles with the Knowledge Lightning component on the Service Cloud Console. Billing department users would like similar functionality on the case record without using the console. How should the administrator configure this request?
A. Add the knowledge component to the page layout.
B. Add the Knowledge component list to the page layout.
C. Add the Knowledge related list to the page layout.
D. Add the knowledge related list to the record page. |
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Definition
Answer: C
Explanation:
The Knowledge Lightning component is a component that allows users to access articles from the Service Cloud Console app. However, if users want to access articles from a different app that does not use the console, they can use the Knowledge related list instead. The Knowledge related list shows articles related to a record based on data categories and shows article details such as title, summary, rating, and view count. To add the Knowledge related list to a record page, an administrator can use the page layout editor and drag and drop the Knowledge related list to the appropriate section on the page layout.
Reference:
https://help.salesforce.com/s/articleView?id=sf.knowledge_lightning_component.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.knowledge_related_list.htm&type=5 |
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Term
Brokers at DreamHouse Realty need to see certain information about one or more cases when referencing the contact record. This record case Name, Case ID, Customer Name, Case Reason, Case Status, and Case Creation Date. Which two changes in Setup should the administrator make?
A. Use the page layout editor to change the related list type to Enhanced List.
B. Edit the Related List component in the Lightning App Builder and choose Related List as the related list type.
C. Edit the Related List component in the Lightning App Builder and choose Enhanced List as the related list type.
D. Use the page layout editor to include the appropriate column in the Cases related list. |
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Definition
Answer: B, D
Explanation:
To see certain information about one or more cases when referencing the contact record, an administrator can use two methods: edit the Related List component in the Lightning App Builder and choose Related List as the related list type; and use the page layout editor to include the appropriate column in the Cases related list. The Related List component is a component that allows users to view and edit records related to a parent record on a record page. The Related List component has two types: Related List and Enhanced List. The Related List type shows records in a table format with columns that match the page layout of the parent record. The Enhanced List type shows records in a compact format with fewer columns and actions. To change the type of the Related List component, an administrator can use the Lightning App Builder and select either Related List or Enhanced List from the properties panel. The page layout editor is a tool that allows administrators to control how fields, related lists, buttons, etc., are arranged on a record detail or edit page for each object. To include appropriate columns in a related list, such as case name, case ID, customer name, case reason, case status, and case creation date for cases related to contacts, an administrator can use the page layout editor and drag and drop the desired fields from the palette to the Cases related list on the contact page layout. |
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Term
DreamHouse Realty requires that house showings be scheduled within the current year to prevent too many future showings from stacking up. How can they make sure Showing Date is only populated with a date this years?
A. Sync the users' Showing Calendar to Salesforce and filter it to only look at this year.
B. Create a report that shows any Showing Dates not scheduled in the current year to the updated.
C. Add Help Text so the user knows to only add a Showing Date within the current year.
D. Create a validation rule that ensures Showing Date contains a date within the current year. |
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Definition
Answer: D
Explanation:
A validation rule is a feature that allows administrators to define criteria for data entry or import operations and display an error message when those criteria are not met. For example, a validation rule can ensure that house showings are scheduled within the current year by comparing the showing date field with a formula that returns the current year. If the showing date field contains a date outside of the current year, then the validation rule will prevent users from saving or importing records with an error message.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fields_about_validation_rules.htm&type=5 |
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Term
The administrator at Cloud Kicks writes an assignment rule to send all cases created via email or the web to the Automated Cases Queue Any manually created cases should be owned by the agent
creating them, however, the manually created cases now show the administrator as the owner. What will the administrator find when troubleshooting this issue?
A. An escalation rule is changing the case owner on case creation.
B. The Assignment Rule checkbox is selected by default.
C. Another assignment rule is giving ownership to the administrator.
D. The Owner field is missing on the webform and email template. |
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Definition
Answer: B
Explanation:
The Assignment Rule checkbox is a checkbox that appears on manual case creation pages when assignment rules are defined for cases. The Assignment Rule checkbox determines whether or not to apply assignment rules to manually created cases. If the Assignment Rule checkbox is selected by default, then any manually created cases will be assigned according to assignment rules instead of being owned by the agent creating them. To prevent this from happening, an administrator can either deselect the Assignment Rule checkbox when creating cases manually; or change the default setting for this checkbox under setup by selecting or deselecting Use active assignment rules by default.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_casesupport_assign.htm&type=5 |
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Term
Cloud Kicks (CK) captures whether an opportunity should be reviewed by someone in product engineering with a checkbox field called Needs Review. CK also has a picklist field on the opportunity for Product Type. When a sales rep saves an opportunity, they need to select the Product Type or check the Needs Review box. What should an administrator use to accomplish this?
A. Before Save flow
B. Validation rule
C. Workflow rule
D. Required fields |
|
Definition
Answer: B
Explanation:
A validation rule is a feature that allows administrators to define criteria for data entry or import operations and display an error message when those criteria are not met. For example, a validation rule can require users to select a product type or check a needs review box when saving an opportunity by using an OR function that evaluates both fields. If neither field is populated, then the validation rule will prevent users from saving records with an error message.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fields_about_validation_rules.htm&type=5 |
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Term
The Support team at Ursa Major Solar prefers using split list views on the case homepage. Occasionally, the team views shipments from another support application. What should the administrator configure to allow the team to use the split list view?
A. Filter by a single shipment record type in the list view.
B. Include the Shipments tab on the app's navigation bar.
C. Split views are only available on standard objects.
D. Add the Manage List Views permission for support users. |
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Definition
Answer: C
Explanation:
Split views are a feature that allows users to view records as a split list on object home pages in Lightning Experience apps that use console navigation. Split views show records in two panes: a list view pane on the left and a record detail pane on the right. Users can switch between different list views and records without losing context or scrolling. However, split views are only available on standard objects such as accounts, contacts, leads, opportunities, cases, etc., and not on custom objects such as shipments.
Reference:
https://help.salesforce.com/s/articleView?id=sf.lex_split_view.htm&type=5 |
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Term
DreamHouse Realty regularly holds open houses for the selling of both houses and condominiums. For condominium open houses, there are a few extra steps that need to be taken. Agents need to be able to submit requests and receive approvals from the homeowners' association. How can the administrator ensure these extra steps only appear when creating open house records for condominiums?
A. Create one page layout. Use record types to ensure the proper status picklist values display.
B. Create two page layouts. Use business processes and record types to display the appropriate picklist values.
C. Create one page layout. Use business processes to ensure the proper status picklist values display.
D. Create two page layouts, one with a House Status field and the other with a Condominium Status field. |
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Definition
Answer: B
Explanation:
To ensure extra steps only appear when creating open house records for condominiums, an administrator can use two methods: create two page layouts; and use business processes and record types to display appropriate picklist values. A page layout is a feature that allows administrators to control how fields, related lists, buttons, etc., are arranged on a record detail or edit page for each object. An administrator can create two page layouts for open house records - one for houses and one for condominiums - and include different fields or sections for each page layout based on their requirements. A business process is a feature that allows administrators to define and enforce stages that records must go through based on their record type such as lead status or opportunity stage. A record type is a feature that allows administrators to offer different business processes, picklist values, page layouts etc., to different users based on their profile or role. An administrator can create two record types for open house records - one for houses and one for condominiums - and assign different business processes and picklist values for each record type based on their requirements. |
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Term
An administrator at Ursa Major Solar just learned about the AppExchange and how helpful it can be to the company’s business.
Which two actions can be accomplished via the AppExchange?
Choose 2 answers
A. Find certified developers and consultants.
B. Download the Dataloader data tool.
C. Install industry-specific solution templates.
D. Download standard Lightning components. |
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Definition
Answer: A, C
Explanation:
The AppExchange is an online marketplace where customers can find apps, components, consultants, developers, and more to extend Salesforce functionality or solve specific business challenges. Some of the actions that can be accomplished via AppExchange are finding certified developers and consultants who can help with custom development or implementation projects; installing industry-specific solution templates that provide preconfigured apps, dashboards, reports etc., for various industries such as manufacturing or healthcare; downloading free tools or components that enhance productivity or user experience; browsing reviews or ratings from other customers who have used certain products or services; etc.
Reference: https://appexchange.salesforce.com/ |
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Term
An administrator is building a Lightning app and sees a message that a My Domain must be set up first. What should the administrator take into consideration when enabling My Domain?
A. Single sign-on must be disabled prior to implementing My Domain.
B. The login for all internal and external users changes to the My Domain login
C. A deployed My Domain is irreversible and renaming is unavailable.
D. The URL instance for a My Domain stays the same for every release |
|
Definition
Answer: B
Explanation:
My Domain is a feature that allows administrators to create a custom domain name for their Salesforce org that replaces their instance URL (such as na35.salesforce.com). My Domain provides benefits such as improved security; enhanced branding; faster navigation; access to Lightning components; etc. However, one of the considerations when enabling My Domain is that it changes how users log in to Salesforce - instead of using their instance URL login (such as login.salesforce.com), they have to use their My Domain login (such as mydomain.my.salesforce.com). This applies to all internal and external users who access Salesforce via web browser or mobile app.
Reference: https://help.salesforce.com/s/articleView?id=sf.domain_name_overview.htm&type=5 |
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