Data, Analytics, workflow, and Automation

Question 1

How would you configure a report for each sales rep to see their own open opportunities?
1 answer

Answer 1

Create a report filtered by My Opportunities

Question 2

What two types of reports show how many leads are in a pipeline based on lead status and what percent each lead status represents?
2 answers

Answer 2

Pie chart
Donut chart

Question 3

A user with the View All Data permission sees no opportunities when looking at a Sales pipeline report. While a different user can see the opportunities as expected. However opportunities should be visible to only those with permissions. What two actions should you preform to resolve the problem?
2 answers

Answer 3

Select save Hierarchy level on the pipeline report.
Update the report filter to show all Opportunities.

Question 4

What should you configure to provide each Sales Rep a dashboard that shows their current Opportunity pipeline?
1 answer

Answer 4

Set the Dashboard Running user to “the dashboard viewer”
This will ensure the Dashboard shows only data relevant to the user viewing it.

Question 5

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

Answer 5

20

Question 6

What should you check when users are unable to find a custom report type?
1 answer

Answer 6

Make sure the report type is deployed

Question 7

The org has a private data access sharing model. The product manager and sales representatives are in different branches for the role Hierarchy. What should you do to ensure the product managers can report on opportunities in their product line?
1 answer

Answer 7

Create a sharing rule based on criteria.

Question 8

When regularly import accounts from an external order system with it’s own ID field for each record, how do you prevent duplicates during import?
1 answer

Answer 8

Create a unique External ID field on accounts in Salesforce for matching.

Question 9

What two profile permissions do the Sales operation team need to import and export accounts, contacts, opportunities, and orders?
2 answers

Answer 9

API Enabled
Modify all for those objects

Question 10

What feature allows you to require a value in a specific field, when the opportunity stage changes to closed?
1 answer

Answer 10

Validation rules

Question 11

What happens to data while importing if the data does not meet the validation criteria?
1 answer

Answer 11

The import process will fail, but only for the records with invalid data.

Question 12

The custom picklist field you created is showing different error messages when selecting either of the picklist values. What is likely the error?
1 answer

Answer 12

The picklist field has contradicting validation rules.

Question 13

How long is data stored in the Recycle bin?
1 anwer

Answer 13

up to 15 days
Extra;
If the bin is full, it will begin permanently deleting the oldest records.

Question 14

What method works the best when needing to update 20,000 existing account standard country fields to ISO codes?
1 answer

Answer 14

Mass update addresses

Question 15

What set of Salesforce records are exported by choosing the “Export All” option instead of “Export” in Data Loader?
1 answer

Answer 15

Records for that object including records in the recycle bin.

Question 16

When updating existing Account records in Import Wizard, what two values can be used to find mating records?
2 answers

Answer 16

Account Name
Site fields

Question 17

What configuration options shows users the fields they must fill in prior to saving an record?
1 answer

Answer 17

Page Layout required fields

Question 18

What is a Lookup filter?
1 answer

Answer 18

Settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
Example;
Restrict the Account Name field on opportunities to allow only active accounts.

Question 19

Explain Data Import Wizard.
3 answers

Answer 19

A tool used to import data for many standard objects.
(accounts, contacts, leads, solutions, person accounts, or campaign members)
Can import data for custom objects.
Can import up to 50,000 records at a time.
Extra;
Can help prevent duplicates by uploading according to Account name and site, contact email address, or lead email address.

Question 20

What are Validation Rules used for?
1 answer

Answer 20

Verify that the data a user enters in a record meets the standards you specify before saving the record.

Question 21

When would you want to use Data Loader?
3 answers

Answer 21

You need to load 50,000 to 5,000,000 records. You can load up to 5 million records at one time.
You want to schedule regular data loads, like nightly imports.
You want to export your data for backup purposes.

Question 22

What is a CVS file?
3 answers

Answer 22

Comma Separated Values (CVS)
Plain text file that contains a list of data.
An accepted file format for Data loader and Data import wizard.

Question 23

What report should an administrator use to display the number of contacts related to an account?
1 answer

Answer 23

Summary report with a report formula.

Question 24

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

Answer 24

Tabular report with Row to Display set to 10.
Summary report with a chart.
Summary report without a chart.

Question 25

What should an administrator do to organise the fields available on a report? 1 anwer

Answer 25

Create a custom report type.

Question 26

Describe Tabular Reports. 4 answers

Answer 26

The simplest and fastest way to look at data. Similar to a spreadsheet. They consist of an ordered set of fields in columns, with each matching record listed in a row. They are best for creating lists of records or a list with a single grand total. They cannot be used to create groups of data or charts, and cannot be used in dashboards unless rows are limited. Examples; Mailing lists and Activity reports.

Question 27

Define Summary Reports. 3 answers

Answer 27

Allows groups data by rows, the view of subtotals, and creating charts. Can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a field or when you want to create a hierarchical list. Examples; All opportunities for your team, subtotal by Stage and Owner.

Question 28

After creating a process in Process Builder that sends out email alerts. One user complains about not receiving the emails while all other users receive the alerts. What should you do to troubleshoot the issue? 1 answer

Answer 28

Verify the User's email address.

Question 29

An action was created to send follow-up emails 2 days after a case is closed. What queue would you check to monitor pending actions? 1 answer

Answer 29

Paused flow interviews

Question 30

In what order does Salesforce process the immediate actions associated with Workflow and related business automations?

Answer 30

Validation Rules, Assignment Rules, Auto-Response Rules, Workflow Rules, Escalation Rules

Question 31

A team needs email alerts sent any time an opportunity or case is created on account they own. What is the minimum number of workflows needed for this task? 1 answer

Answer 31

Two workflow rules with one email alert each.

Question 32

What are two final approval actions in an approval process? 2 answers

Answer 32

Add an Email alert Send an outbound message

Question 33

When wanting to assign a task automatically to account managers when an agreement is about to expire, what do you need to configure? 1 answer

Answer 33

Create a time-based Workflow on the account with a rule criteria if Agreement End Date > TODAY().

Question 34

How many non Salesforce emails can you add to a single email alert? 1 anwer

Answer 34

up to 5 additional email addresses.

Question 35

What is flow? 1 answer

Answer 35

An application that can execute logic, interact with the Salesforce database, call Apex classes, and collect data from users.

Question 36

What are quick actions? 3 answers

Answer 36

They are object-specific or global. Can create, Update, and Log a Call Can be used in a process, and can only set values for fields that are part of the actions layout.

Question 37

What is a process trigger? 2 answers

Answer 37

It tells the process when to start. The configured trigger depends on what type of process you're creating. Record change Event Invokable

Question 38

Explain Approval Process. 2 answers

Answer 38

Automates how records are approved in Salesforce. Specifies each step of approval including from whom to request approval and what to do at each point of the process.

Question 39

How do you delete an approval process? 2 answers

Answer 39

Make sure the process is inactive. Delete pending approval requests associated and remove them from the recycle bin.

Question 40

What do you you need to do to activate an Approval Process? 1 answer

Answer 40

The process must have at lest one step before it can be activated. Extra; After a process has been activated you cannot add, delete, or change the order of the steps. You cannot change the reject or skip behaviour. Even if the process is inactive.

Question 41

Where can you check the Status of your import? 1 answer

Answer 41

Bulk Data Load Jobs from Setup Extra; The user who started the import will receive an email once the import has been completed.