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Flashcards in JT Practice Exam Deck (65)
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1
Q

Cloud Kicks wants to allow for scheduling of meeting rooms. They want managers to be able to reserve and schedule the room. Users should still be able to view the details for scheduled events. How should an administrator set up this request? Choose 2.

A) Create a resource and set the access level to show details for the manager role.

B) Create a resource and set the access level to show details and add events for the manager role.

C) Create a resource and set the access level to show details for non-manager role.

D) Create a resource and set the access level to hide details for all roles

A

B & C

2
Q

Northern Trail Outfitters has a Bug object that is a child to the Case object. Users want to be able to access Bugs from Cases.
How can a user access the child record from the parent record?

A) Related list
B) Custom link
C) Lookup field
D) Child field

A

A

https://org62.lightning.force.com/lightning/r/Case/5003y00000uqQrFAAU/view

3
Q

Ursa Major Solar wants to use the Salesforce approval process. What are two characteristics that make a sales process a good fit for the Salesforce approval process? Choose 2.

A) There is an approval to a queue member for all Opportunities and an additional approval by a Sales VP for Opportunities over a certain amount.

B) The approval manager is randomly assigned from a public group of managers, and there is a second approval by the Sales VP.

C) The first level approval can be denied and automatically routed to the Sales VP for final approval.

D) There are approvals for all Opportunities by a Sales VP where a Sales VP is allowed to delegate their approval to someone else.

A

A & D

4
Q

Universal Containers has a new data requirement that all Account records must have a value in the type field. The administrator has been asked to provide automation to ensure that this data requirement is met.
What should an administrator consider when designing an automation solution?

A) The type field must be included on all page layouts.

B) All Account record types include type values

C) Existing records will NOT be automatically updated

D) There are fewer than 1 million Account records.

A

B

5
Q

At Universal Containers, there is a custom field on the Lead named Product_Category_c. Management would like this information to be part of the Opportunity upon lead conversion.
What action should the administrator take to satisfy the request?

A) Create a custom field on the Opportunity and map the two fields.

B) Map the lead custom field to the product’s product category field.

C) Configure the product categories picklist field on the product.

D) Create a workflow to update opportunity fields based on the lead.

A

A

6
Q

Ursa Major Solar uses Validation Rule Fields. What are two of these fields? Choose 2.

A) Error Condition Formula

B) Owner

C) Error Message

D) Active Date

A

A & C

7
Q

Northern trail Outfitters (NTO) currently assigns Facilities and IT team users to the same profile. NTO recently created a custom object to track company cars and wants only users from the Facilities team to have access to this new object.
How can an administrator meet this requirement?

A) Modify the current profile shared by both teams.

B) Create a permission set for users on the Facilities team.

C) Set org-wide defaults to private for the Facilities users.

D) Change the object settings to tab hidden for IT users.

A

B

8
Q

Ursa Major Solar’s administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type.
What are two potential causes of this issue? Choose 2.

A) The record type is disassociated from the page layout.

B) The record type is deactivated.

C) The record type default setting is disabled.

D) The record type is disabled on the marketing user profile.

A

B & D

9
Q

What does campaign influence allow a user to do?

A) Adjust the percentage of influence each campaign has on an opportunity.

B) Summarize campaign member statistics on a campaign.

C) Report on the campaigns that have contributed to an opportunity.

D) View the entire campaign hierarchy.

A

A

10
Q

Universal Containers uses Case assignment rules. The support team wants new Cases to be reassigned based on assignment rules, but they want to exclude existing Leads from these reassignment rules.
What two actions should an administrator complete to honor this request? Choose 2.

A) Add ISNEW ()=FALSE as a rule criteria in the assignment rule

B) Check Do Not Reassign Owner in the assignment rule

C) Add Case Created Date equals Today as a rule criteria in the assignment rule

D) Uncheck Do Not Reassign Owner in the assignment rule

A

A & B

11
Q

Universal Containers would like to offer its products at a lower cost to their higher education (higher ed) customers.
What action should the administrator take to ensure consistent lower pricing for higher ed customers?

A) Create a record type for higher ed products.

B) Create a custom price book for higher ed.

C) Create separate products for higher ed.

D) Create a discount field on the Opportunity.

A

TBD

12
Q

Universal Containers uses a private sharing model for Accounts. Accounts are assigned to a region using a custom region picklist on Account. A manager from Europe has requested that the entire set of EMEA users be able to work on all EMEA Accounts.
Which two actions should an administrator take to complete this request? Choose 2.

A) Create a sharing rule on Account that shares Accounts where region = EMEA with the EMEA users queue.

B) Create a sharing rule on Account that shares Accounts where region = EMEA users profile.

C) Create a sharing rule on Account that shares Accounts where region = EMEA with the EMEA users role.

D) Create a sharing rule on Account that shares Accounts where region = EMEA with the EMEA users public group.

A

B & TBD

13
Q

Northern Trail Outfitters wants to ensure that users complete the standard Industry field when creating a new account record. The administrator set the Industry field as required. However, some users are still able to create a new account record without completing the Industry field.
What two actions should an administrator take to troubleshoot the issue? Choose 2.

A) Verify the users have the “Modify All Data” permission for accounts on their profiles.

B) Verify the Industry field is set as required on the permission set assigned to the users.

C) Verify the Industry field is set as required on all account page layouts assigned to the users’ profiles.

D) Verify the field-level security for the Industry field is NOT set to “Read Only” on the users’ profiles.

A

TBD

14
Q

Ursa Major Solar uses the following:
Private data access model for cases
Support agents, who own cases
Product specialist who occasionally need access to cases in their product line
What are two actions that will allow the appropriate access in this scenario? Choose 2.

A) Administrators configure pre-defined case teams and assignment rules

B) Case owners configure pre-defined case teams.

C) Case owners manually add product specialists to ad hoc case teams.

D) A case escalation rule assigns ownership to product specialists.

A

A & C

15
Q

Ursa Major Solar is adding objects to a custom report type.
How many objects, maximum, can be added to this report type?

A) Two as long as the objects have associations

B) One as long as the object has a master-child relationship

C) Unlimited as long as the objects have associations

D) Four as long as the objects have associations

A

D

16
Q

An administrator needs to configure Ursa Major Solar’s Salesforce Mobile app with the company’s brand-specific images and color schemes.
Which set of branding options should the administrator use?

A) Tab Colors, Action Colors, Loading Page Logo

B) Individual Page Colors, Multiple Loading Page Logos

C) Loading Page Color, Action Colors, Loading Page Logo

D) Loading Page Logo, Brand Color, Loading Page Color

A

D

17
Q

Anytime an Opportunity is moved to Closed Won, Sales reps at Universal Containers (UC) are supposed to create a record on a child object of Opportunities called Survey Request. This action, however, does not always occur. Sales reps do not always populate all fields correctly.
Which two tools should be used to remove permissions from Sales to create these records and automate record creation? Choose 2.

A) Approvals

B) Workflow

C) Visual Flow

D) Process Builder

A

TBD

18
Q

Universal Containers has decided to implement Salesforce Einstein Analytics for a subset of its users.
How should the administrator enable users with permissions to use Einstein Analytics features?

A) Create a custom permission set, then add the permission set to existing user profiles.

B) Create new profiles for users that will have Einstein Analytics permissions.

C) Create a sharing group for users, then add the Einstein Analytics permissions.

D) Create a new permission set for each type of Einstein Analytics permissions, then assign users.

A

D

19
Q

Which feature should Ursa Major Solar use if they want their support agents who are skilled in a particular product line to won cases directly after customers log them from an automated channel?

A) Assignment rules

B) Case escalation rules

C) Case team routing

D) Workflow field update

A

A

20
Q

A user’s profile can be controlled by which three settings? Choose 3

A) Assigned apps

B) Record type assignment

C) Security at field-level

D) Feature license assignment

E) Locale settings

A

A, B & C

21
Q
Universal Containers (UC) puts a priority on the confidentiality of their customers. UC wants to limit users who have access to an Account record to be allowed to see Contacts related to the Account. 
Which Contact sharing setting should an administrator configure to meet this request? 

A) Private

B) Public Read Only

C) Controlled by Parent

D) Public Read/Write

A

C

22
Q

Universal Containers has two separate sales processes: one process for domestic and one for international. Both sales processes have different stages. The executives require a single page layout to provide the sales teams with the same view for both domestic and international.
Which two actions should the administrator take to support these requirements? Choose 2.

A) Create two sales processes displaying only the stages appropriate to each process.

B) Create one record type for each sales process.

C) Create one record type for the page layout.

D) Create one sales process displaying all stages to keep sales teams on the same page layout.

A

A & B

23
Q

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.

A) Error message location

B) Formula return type

C) Error condition formula

D) Rule active date

A

A & C

24
Q

Ursa Major Solar wants to have an Opportunity dashboard that will show only the Opportunities owned by the viewer of the dashboard. What are two settings the administrator can use to satisfy this request? Choose 2.

A) Set the Opportunity OWD to Private

B) Set the Opportunity OWD to Public Read Only

C) Set View Dashboard As to Me

D) Set View Dashboard As to The Dashboard Viewer

A

TBD

25
Q

At Ursa Major Solar, a workflow rule is in place that sends a reminder email 30 days before the warranty expiration date. A customer renews their warranty for another three years. What is the expected behavior for the email workflow rule?

A) The email is locked in the job queue until it meets the criteria.

B) The email is NOT sent because the record no longer meets the criteria.

C) The email is NOT sent because the customers email address was missing.

D) The email is sent with the 30 day reminder criteria.

A

TBD

26
Q

Ursa Major Solar agents want to utilize Knowledge. What are two capabilities of Knowledge? Choose 2.

A) Knowledge articles are always publicly available for customers.

B) Knowledge articles integrate with Service Console.

C) Any user can write and publish articles.

D) Users can rate the helpfulness of articles.

A

B & D

27
Q

Which two statements apply when custom fiscal year is enabled? Choose 2.

A) The custom fiscal year automatically updates product schedules.

B) The custom fiscal year setting CANNOT be disabled.

C) The defined custom fiscal year only affects forecasts.

D) The custom fiscal year must be defined manually.

A

B & D

28
Q

The Support team has asked the administrator to create a guided process that allows the rep to use scripted screens to collect the appropriate information. Which tool should the administrator use?

A) Lightning Flow

B) Workflow Rule

C) Process Builder

D) Approval Process

A

A

29
Q

Users at Universal Containers need the ability to save email templates in the following folder: “Unified Public Email Templates”
Currently, users are unable to do so. Which action should an administrator take to allow users to save emails to this folder?

A) Navigate to the email templates and manually share each with the profile of the specific users.

B) Navigate to the email templates and manually share each with the specific users.

C) Navigate to the user record and check the box for manage public templates.

D) Navigate to the profile of each user and check the box for manage public templates.

A

D

30
Q

Previous Ursa Major Solar sales representatives worked on approximately 180 accounts with billing addresses in California. These sales representatives need to retain viewing and editing access to these accounts for 1-3 months. An administrator needs to easily provide view and edit access to these users for the 180 accounts.
What should the administrator do to achieve this goal?

A) Configure a new account sharing rule for these users with criteria based on billing state equals California.

B) Configure a new account folder for these users with criteria based on billing state equals California.

C) Configure a new profile for these users with criteria based on billing state equals California

D) Configure a new account sharing rule for the Sales Rep profile with criteria based on billing state equals California

A

A

31
Q

Northern Trial Outfitters (NTO) is concerned that employees are logging into Salesforce from their home computers. To prevent this, NTO wants to limit Salesforce access only to computers located within the company headquarters. Which security settings should an administrator use to ensure that users only login while present in the company office?

A) Profile Login IP Ranges

B) Organization Network Access

C) Organization Login Access Policies

D) Profile Login Hours

A

A

32
Q

At Ursa Major Solar, an administrator has set up a new user. The user needs to activate the account before the email link expires by default. How long does the user have before the link expires?

A) 6 days

B) 10 days

C) 14 days

D) 7 days

A

D

33
Q

Ursa Major Solar (UMS) is configuring the lead conversion process. Which two factors should UMS consider before setting up the process? Choose 2.

A) Custom lead fields can be mapped to account, contact, and opportunity fields.

B) Custom lead fields can be mapped to custom object fields.

C) Standard lead fields are automatically converted to account, contract, and opportunity fields.

D) Roll-up summary lead fields can be mapped to custom contact fields.

A

A & C

34
Q

When a new support case is submitted, Universal Containers wants to provide the Case Owner, Account Owner, and the customer with a confirmation of the case number. How should an administrator automate this request?

A) Define an auto-response rule

B) Configure a workflow rule

C) Create an escalation rule

D) Activate an assignment rule

A

TBD

35
Q

What two valid assignee options should an administrator use to configure case assignment rules? Choose 2.

A) Case team

B) Public group

C) User

D) Queue

A

C & D

36
Q

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

A) Create new values for the opportunity stage field; order them so that the new Sales team’s values are at the bottom of the picklist.

B) Create new values for the opportunity stage field and use field-level security to control which teams see which fields.

C) Create a record type and page layout for the new sales team and a custom field for the new stages.

D) Create new values for the opportunity state field; create a new sales process assigned to a custom record type for the new sales team.

A

D

37
Q

Ursa Major Solar has selected report folders that are shared with a small group of users who are on Lightning Experience. The administrator needs to prevent these users from customizing the information in the reports. What should an administrator do to achieve this goal?

A) Run the report as a specified user

B) Utilize Custom Report Types

C) Lock report filters

D) Change Field Level Security

A

C

38
Q

Recently, one of Ursa Major Solar’s (UMS) competitors lost critical data after a powerful hurricane caused multiple power outages. UMS needs to ensure that its Salesforce data is backed up and protected from such an event. Which two statements are true regarding this goal? Choose 2.

A) UMS can download an app from the AppExchange.

B) UMS can use Salesforce’s weekly or monthly backup service, which is provided via a zip file.

C) UMS can use Salesforce’s daily backup service, which is provided via a zip file.

D) UMS should contact Salesforce Support for a free backup.

A

A & B

39
Q

Ursa Major Solar’s support team currently has a very high call volume. They want to decrease this volume by creating a self-service community that will host published articles with Frequently Asked Questions (FAQs), and provide a chat with Help Desk representatives. Which two features should be used to fulfil this goal? Choose 2.

A) Content

B) Knowledge

C) Chat

D) SOS

A

B & C

40
Q

Ursa Major Solar needs its sales users to be able to do the following:
1) View their open Opportunities grouped by Stage
2) View their open Opportunities grouped by source report on a dashboard component
Which report format needs to be used to accomplish this goal?

A) Tabular

B) Joined

C) Matrix

D) Summary

A

D

41
Q

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 one record type with six Page Layouts

B) Create two record types, each with 3 page layouts

C) Create six record types, each with 1 page layout

D) Create three record types, each with 2 page layouts

A

TBD

42
Q

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.

A) Maximum invalid login attempts

B) Require use of Password Manager App

C) Prohibited password values

D) Password complexity requirements

E) Number of days until expiration

A

A, D & E

43
Q

A Universal Containers (UC) administrator has created a new Lightning record page for the sales team to display a report chart embedded on the account page. There are no record types for account at this time. Which step should the administrator take to make this page the default view of the UC app for the sales team without impacting the support team?

A) Make the page the org default

B) Create an account record type and make the page the default object record page

C) Make the page the default object record page for the UC app

D) Make the page the default object record page for the UC app for the sales profile

A

D

44
Q

Every Salesforce user at Ursa Major Solar uses predefined actions. Several new actions have been created for the Sales, Marketing, and Support departments, and are waiting to be assigned to the users in these departments. An administrator needs to override the predefined actions, create a new customized set of actions, and assign the new customized action layout. Where should the administrator go to accomplish these tasks?

A) Permission sets

B) Global actions

C) Record types

D) Publisher layouts

A

D

45
Q

Universal Containers has a new sales rep who will be responsible for the government vertical. All existing government accounts should be moved to the new rep using mass transfer for Accounts. Which two records will also be transferred from the current account owner to the new rep in this scenario? Choose 2.

A) All open Opportunities

B) All Contacts

C) All open Cases

D) All Activities

A

A & B

46
Q

The Ursa Major Solar administrator is editing the page layout for a new custom object. A text area field is accidentally removed from the page layout, and it needs to be restored to the page layout. What are three methods for achieving this goal? Choose 3.

A) Restore original page layout from sandbox.

B) Restore from the recycle bin within 15 days.

C) Clone the layout from a different profile and use save as.

D) From the fields palette, drag the field into the same position.

E) Click the undo button or the cancel button.

A

A, D & E

47
Q

Universal Containers has a new sales rep who will be responsible for the government vertical. All existing government accounts should be moved to the new rep using mass transfer for Accounts. Which two records will also be transferred from the current account owner to the new rep in this scenario? Choose 2.

A) All open Opportunities

B) All Contacts

C) All open Cases

D) All Activities

A

A & B

48
Q

The administrator has added the company IP address ranges to the network access section. What will happen when a user tries to log in from outside the company network?

A) Users are redirected to the VPN

B) Users must enter a verification code

C) Login attempts by all users are denied

D) Login attempts using the API are denied

A

C

49
Q

Ursa Major is onboarding 15 new employees in three weeks. The administrator needs to create user records in Salesforce without activating them. Which two methods allow the administrator to achieve this goal? Choose 2.

A) Create them with the User Import Wizard and ensure that Active is unchecked.

B) Create a .csv file ensuring the IsActive = False, and use the data loader to insert.

C) Schedule a Time-Dependent Workflow to create users in three weeks.

D) Click Add Multiple Users and ensure that Generate New Password and Notify User Immediately are unchecked.

A

B & D

50
Q

Ursa Major Solar’s administrator needs to create a custom field to track a specific Tier 2 support user on a case record. What is the appropriate data type to utilize when creating this custom field?

A) Lookup filter

B) Formula

C) Lookup relationship

D) Hierarchical relationship

A

C

51
Q

Sales representatives at ursa Major Solar are working on opportunities and needs to see how their colleagues have effectively managed other opportunities with comparable products, competing against the same competitors. Which two features should an administrator use to allow for this? Choose 2.

A) Big deal alerts

B) Opportunity Dashboard

C) Opportunity update reminders

D) Chatter groups

A

B & D

52
Q

Management at Cloud Kicks is requesting all records from a custom object that are more than 12 months old and have a status of new be deleted. What should the administrator use to honor this request?

A) Data Import Wizard

B) Data Loader

C) Mass delete

D) Mass edit from lists

A

TBD

53
Q

After a recent restructure of its Sales Department, ursa Major Solar is having issues with records being omitted in the new Opportunity Report. Which three questions should the administrator ask to research this issue? Choose 3.

A) Are records currently being shared with the sales manager?

B) Have the owners of the records been frozen?

C) Do owners of all records have Roles and correct Territory Assignments?

D) Do the records the sales managers expect to see match the filter criteria?

E) Did the sales manager start from a copy or clone of an existing report?

A

A, C & D

54
Q

What should an administrator take into consideration when creating Content tags?

A) Tags combine singular and plural versions

B) Tags are case insensitive

C) Tags are updatable

D) Tags are case sensitive

A

B

55
Q

Which three can be modified on standard field? Choose 3.

A) Label

B) Help text

C) Picklist values

D) Field type

E) Default text

A

A, B & C

56
Q

An administrator at Ursa Major Solar wants to allow a sales user to relate an opportunity to a campaign. What are two ways to accomplish this goal? Choose 2.

A) Select the campaign record type when creating the opportunity.

B) Utilize the campaign influence related list on the opportunity.

C) Use the campaign hierarchy related list on the opportunity.

D) Choose the primary campaign source for the opportunity.

A

B & D

57
Q

Ursa Major Solar (UMS) wants to assign a Lightning for Outlook layout. Which two options can UMS assign this layout to? Choose 2.

A) Team

B) Role

C) Profile

D) User

A

C & D

58
Q

Ursa Major Solar wants to add charts to a Salesforce dashboard. What are three standard chart types that are available? Choose 3.

A) Bar charts

B) Venn Diagram

C) Gauge charts

D) Tables

E) Heat maps

A

A, C & D

59
Q

Universal Containers frequently uses Case escalations and want the ability to track any Cases that has been escalated. The administrator has found that when any escalated Cases are closed, the escalated checkbox automatically unchecks. What two actions should the administrator configure to meet this requirement? Choose 2.

A) Create a custom checkbox field called Has_Been_Escalated_c.

B) Select show closed statuses in Case status field in support settings

C) Use a Process Builder to update the field

D) Modify the time criteria in the escalation rule

A

A & C

60
Q

Ursa Major Solar needs to transfer records from one user to another user during a mass transfer of account records. Which two record types can be used for this transfer? Choose 2.

A) Closed activities

B) Closed cases

C) Open cases

D) Related custom object records

A

B & C

61
Q

Ursa Major Solar sales team needs a simple method for allowing their team members to see when they are taking time off. An administrator needs to fulfill this request as quickly as possible. What should the administrator do?

A) Ensure that Outlook Sync with Salesforce is enabled

B) Create a workflow rule to send an email alert about the user’s Time Off dates

C) Use Process Builder to add the user’s Time Off dates to the department calendar

D) In Chatter, enable the “Out of Office Message” functionality

A

D

62
Q

A user at Northern Trail Outfitters is unable to create a new campaign, even though the user’s profile has the Create permission for Campaigns. How should an administrator grant the correct access to the user?

A) Assign the user higher in the Campaign Hierarchy.

B) Select the Marketing User checkbox on the user record

C) Update the user’s permissions in the advanced campaign setup

D) Create a campaign sharing rule to grant access to the user

A

B

63
Q

Sales Reps at Universal Containers want to prioritize and flag at-risk deals. What feature should an administrator suggest to meet this requirement?

A) Einstein Opportunity Insights

B) Einstein Lead Scoring

C) Einstein Activity Capture

D) Einstein Opportunity Scoring

A

B

64
Q

In which two locations can a system administrator assign a page layout? Choose 2

A) App

B) Profile

C) Role

D) Record Type

A

B & D

65
Q

The managers at Ursa Major Solar asked the administrator to quickly provide access to sales reports and dashboards. How can this be done?

A) Log a case to Salesforce support

B) Search the AppExchange for free adoption report apps

C) Build reports and dashboards

D) Use the Salesforce Auto-Report Builder

A

B