Misc Flashcards by Allie Enriquez

The director of Sales has asked that you provide pricebook pricing for multiple currencies. you currently have just one pricebook created in your Salesforce org. You have also previously enabled multiple-currencies in your Salesforce org. What would you do to accommodate this request? Choose 1

A.) Create individual products for each currency, for each product that is needed in the pricebook
B.) Add the desired currencies to the existing pricebook
C.) Enable Product Scheduling
D.) Enable Revenue Scheduling

A.) Create individual products for each currency, for each product that is needed in the pricebook

A product can only reflect pricing in a single currency. You may include the same product in multiple currencies in a single price book, but each product must have individualized records for each currency in the price book.

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True or False: Changing the Locale of a user will change the language of their User Interface in Salesforce.

A.) True
B.) False

B.) False

To change the language of the User Interface for an individual user in Salesforce, you would change the Language setting on that user’s user record. Changing the Locale will potentially impact the format of certain fields, such as Date fields, but does not localize the user Interface into a different language.

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Which of the following scenarios would potentially result in data loss? Choose 2

A.) Changing the data type of a field to a Number from a Text field
B.) Changing the data type from a Number field to a Text field
C.) Changing the data type of a field from a Checkbox to a Picklist field
D.) Changing a Picklist field to a Multi-Select Picklist field and keeping the available picklist options the same

A.) Changing the data type of a field to a Number from a Text field
C.) Changing the data type of a field from a Checkbox to a Picklist field

There are many scenarios in which you can experience data loss when changing a field’s type. Going from a picklist to a multi-select picklist won’t wipe out existing data. Also, going from a Number to test will be okay because numeric values can be displayed and represented in text fields.

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Which of the following would be considered a Junction object in Salesforce?

A.) A custom object that contains a lookup field to a standard object
B.) Two standard objects that have lookup relationships with each other
C.) A many-to-many relationship created with two master-detail relationships
D.) A many-to-many relationship created with two lookup relationships

C.) A many-to-many relationship created with two master-detail relationships

You can use master-detail relationships to model many-to-many relationships between any two objects. A many-to-many relationship allows each record of one object to be linked to multiple records from another object and vice versa.

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Which records can Lightning Sync automatically keep in sync between Outlook and Salesforce? Choose 2

A.) Accounts
B.) Events
C.) Contacts
D.) Opportunities
E.) Chatter

B.) Events
C.) Contacts

Lightning sync keeps Contacts and Events in sync automatically.

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Which statements are true regarding a Junction object? Choose 2

A.) Establishes a Many-to-Many relationship between two objects
B.) Is a type of report that joins records from two different objects together
C.) Is a custom object with master-detail relationship
D.) Is not possible to create in Salesforce

A.) Establishes a Many-to-Many relationship between two objects
C.) Is a custom object with master-detail relationship

Junction objects establish many-to-many relationships between two objects and are created with two master-detail relationships

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You recently created a new object in Salesforce, but did not create a tab for the object. Which type of tab would you need to create, if you later decide that a tab would be helpful for accessing this new object’s records? Choose 1

A.) Custom object tab
B.) Web Tab
C.) Visualforce Tab
D.) Lightning Page Tab

A.) Custom object tab

It is very easy to forget to create a tab for a new custom object. If you forget to do so, simply go to Setup > Create > Tabs and click New under the Custom Objects Tab section of the page. You’ll be prompted to select the Object that the tab is for, as well as set the Tab Visibility for each Profile. The four possible answers for this question represent the four types of tabs that you can create in Salesforce.

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When it comes to field dependency in Salesforce, which of the following type of fields can be dependent fields? Choose 2

A.) Checkbox
B.) Custom Picklist
C.) Multi-Select Picklist
D.) Text
E.) Standard Picklist

B.) Custom Picklist
C.) Multi-Select Picklist

Custom Picklist fields and Multi-Select Picklist fields can be dependent picklists. Standard Picklist fields cannot be dependent fields.

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Which of the following components can be added to a custom Home Page in Salesforce Classic? Choose 2

A.) News
B.) AppExchange
C.) Tasks
D.) Calendar

C.) Tasks
D.) Calendar

Two primary pieces of Activity Management are Tasks and Events, which can be added to your Home Page in Salesforce Classic (Events display in your Calendar, which can be added to the Home Page, along with buttons for creating a New Event)

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Which of the following is not a valid dashboard component? Choose 1

A.) Visualforce Page
B.) Metric
C.) Gauge
D.) Chart
E.) Snapshot

E.) Snapshot

A Visualforce Page is a valid dashboard component, along with Metric, Gauge, Chart, and more.

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What should a system admin consider before importing a set of records into Salesforce? Choose 2

A.) Data should be de-duplicated in the import file prior to import
B.) Currency field values will default to the personal currency of the record owner
C.) The import file should include a record owner for each record
D.) Validation rules are not triggered when importing data using the import wizard

A.) Data should be de-duplicated in the import file prior to import
C.) The import file should include a record owner for each record

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What are two ways leads can be captured with Salesforce? Choose 2

A.) Web to Lead
B.) Email to Lead
C.) Lead Import
D.) Lead Assignment

A.) Web to Lead

C.) Lead Import

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Data loss can occur when changing fields from the following types. Choose 3

A.) Changing from a Number field to a Text field
B.) To a Number field from any other type of field
C.) Changing from a checkbox to any other type of field
D.) Changing from a multi-select picklist to any other type

B.) To a Number field from any other type of field
C.) Changing from a checkbox to any other type of field
D.) Changing from a multi-select picklist to any other type

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A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard, how would an admin enable this? Choose 2

A.) Grant the sales manager the “View my Team’s Dashboard”permission
B.) Grant the sales manager the “Drag and Drop Dashboard builder”permission
C.) Create the dashboard as a dynamic dashboard
D.) Grant the sales manager the “Manage Dynamic Dashboards”permission

A.) Grant the sales manager the “View my Team’s Dashboard”permission
C.) Create the dashboard as a dynamic dashboard

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A sales manager at SFB Industries would like sales rps to generate PDF quotes out of Salesforce. What can be used to accomplish this? Choose 1

A.) Opportunities, Quotes, Products & Pricebook
B.) An AppExchange App
C.) Quotes
D.) Opportunities & Quotes

A.) Opportunities, Quotes, Products & Pricebook

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Your manager has asked you to look into if Invoicing & Accounting can be carried out inside of Salesforce. How can you meet this requirement? Choose 1

A.) Look at the AppExchange
B.) Create a Custom Object called “invoicing”
C.) Activate Salesforce Accounting Licenses
D.) Setup the Invoicing Object

A.) Look at the AppExchange

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Which statements about custom summary formulas in reports is true? Choose 2

A.) Custom summary formulas can be used in a report built from a custom report type
B.) Custom summary formulas can reference another custom summary formula
C.) Custom summary formulas can reference formula field within a report
D.) Reports can be grouped by a custom summary formula result

A.) Custom summary formulas can be used in a report built from a custom report type
C.) Custom summary formulas can reference formula field within a report

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How many objects may be imported or updated using the data loader? Choose 1

A.) 1
B.) 5
C.) 10
D.) Unlimited

A.) 1

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Which Salesforce feature allows you to manage files such as Microsoft Powerpoint, video files, and web pages? Choose 1

A.) Lightning Content
B.) Lightning Files
C.) Salesforce CRM Content
D.) Attachments & Files

C.) Salesforce CRM Content

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What permissions are needed to import leads and contact to a Campaign? Choose 1

A.) Marketing user profile
B.) Marketing user checkbox on user
C.) Marketing user checkbox & profile
D.) marketing user permission set

C.) Marketing user checkbox & profile

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In which scenarios will the sharing button appear? Choose 1

A.) When the sharing model for the object is public read/write
B.) When the sharing model for the object is private or public read only
C.) It will always appear
D.) When the sharing model for the object is private

B.) When the sharing model for the object is private or public read only

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A sales rep would like to collaborate with a client on Chatter. What license type would you recommend to achieve this? Choose 1

A.) Chatter Plus
B.) Standard user
C.) Chatter Free
D.) Chatter External

D.) Chatter External

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Cosmic Innovation has recently migrated to Lightning Experience, and the Salesforce Admin has enabled “Einstein Activity Capture”. A sales user of Cosmic Innovation has created a task related to a contact record in SFDC. Where can this task be viewed in Lightning? Choose 3

A.) In the “My Tasks” list of the user assigned to the task
B.) In the “Open Activities” related list of the contact record
C.) In the “Activity Timeline” of the contact record
D.) In the “Open Activities” related list of the of the account record related to the contact record.
E.) In the “Activity Timeline” of the account record related to the contact record

A.) In the “My Tasks” list of the user assigned to the task
C.) In the “Activity Timeline” of the contact record
E.) In the “Activity Timeline” of the account record related to the contact record

In Lightning, the way users can either work with activities can either by via “Related Lists” or the “Activity Timeline”. The Admin can set the “default Activities View” in Setup, but users can change this in their personal settings. However, if “Einstein Activity Capture” is enabled, the “Activity Timeline” is required.

If a task is created on the contact record, the task will be seen in the “Activity Timeline” of the contact record and the account record related to the contact.

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Which of the following are features included in Chatter? Choose 3

A.) A poll can be used within a Chatter post
B.) Topics can be selected and added to a post
C.) Posts can be shared to the user’s Chatter profile, or groups that the user is a member of
D.) Posts can be shared with the more popular social media channels like Twitter and Facebook
E.) Selected record data can be added to posts automatically

A.) A poll can be used within a Chatter post
B.) Topics can be selected and added to a post
C.) Posts can be shared to the user’s Chatter profile, or groups that the user is a member of

A poll can be shared as a Chatter post. Posts can refer to selected records but do not automatically include record data in the post. Posts can be shared with a group or the user’s profile but not to social media channels. Topics can be created/selected and added to a post by a hashtag before the Topic name.

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What are some considerations when changing the field type of a custom field? Choose 3 A.) Any list view based on the field may be deleted B.) Depending on the new field type, data loss may occur C.) It is not possible to change the field type of a custom field D.) Assignment and escalation rules may be affected E.) The field type of the custom field that is referenced by Process Builder can be changed

A.) Any list view based on the field may be deleted B.) Depending on the new field type, data loss may occur D.) Assignment and escalation rules may be affected It is possible to change the field type of a custom field. However, data loss may occur, and it will impact any list views based on the field and assignment/escalation rules. If data is lost, any list view based on the custom field is deleted. The data type of a custom field that is referenced in Setup items like Process Builder cannot be changed.

In a private sharing model, will a manager be able to edit account records owned by a user below them in the role hierarchy? Choose 1 A.) Only is "Grant Access Using Hierarchies" setting is checked B.) Only if a sharing rule has been created C.) No, users in higher roles are only able to view records owned by users below them in the role hierarchy D.) Yes, access is granted by default to users in a higher role for standard objects

D.) Yes, access is granted by default to users in a higher role for standard objects Grant access using hierarchies is always checked for standard objects such as account and cannot be changed.

You have enabled some new functionality for a group of users that share the same profile and you would like to communicate the changes. You are thinking of using the "Mass Email Users" function. What do you need to consider? Choose 1 A.) A list view will need to be available which includes users that are allocated the profile, and an email template will need to be created B.) The users will need to be selected manually C.) Mass Email Users cannot email to only certain users that hold a certain profile D.) An email template is optional. The message can be entered manually.

A.) A list view will need to be available which includes users that are allocated the profile, and an email template will need to be created The Mass Email Users function uses a wizard style interface where first the users are selected from a list view, followed by selecting an email template that will be used for the email message.

Acme Corporation would like to manager email campaigns, send mass emails, and track responses back in SFDC. They do not need the complete functionality of Marketing Cloud at this stage. They envision that they need to send about 300,000 emails for a campaign in a month. What should the admin suggest? Choose 1 A.) Build custom functionality that tracks the response B.) Use a third-party email campaign application and integrate with SFDC C.) Use the standard campaign functionality D.) Use a third-party app from the AppExchange

D.) Use a third-party app from the AppExchange Standard campaign functionality is intended to track campaigns and influence. SFDC's mass email or list email capability is not capable of sending the number of emails required in this scenario.

In a private sharing model, how can users at the same level of the role hierarchy have access to each other's data? Choose 1 A.) Users at the same level in the role hierarchy will have access to their users data at the same level by default B.) Permission sets can be added to allow access C.) A sharing group can be set up to grant access D.) Sharing rules can e added to grant access

D.) Sharing rules can e added to grant access

What file type can be previewed in Salesforce CRM Content? Choose 3 ``` A.) ZIP B.) XLS C.) TIFF D.) PDF E.) PPT ```

B.) XLS D.) PDF E.) PPT

A user has contacted the Admin as they need to create a Campaign and do not see the "New" button when they navigate to the Campaign screen. They do not have visibility to Campaign records. What can the admin do to resolve this? Choose 2 A.) Ensure that the "Marketing User" checkbox on the user record is selected B.) Ensure that the user's profile has the Create permission on the Campaign object C.) Ensure that the user's profile has the correct Campaign page layout D.) Ensure that the "Create Campaign" checkbox on the user record is selected.

A.) Ensure that the "Marketing User" checkbox on the user record is selected B.) Ensure that the user's profile has the Create permission on the Campaign object A user cannot create a new campaign without the "Create" permission on the Campaign object. However, even if the user has permission, the "New" button does not appear unless the "Marketing User" checkbox has been selected. Without this feature license, it is not possible to create, edit or delete campaigns.

What does the admin need to be aware of when using Email Alerts? Choose 1 A.) Email alerts can only be sent to users and roles B.) Only text-based emails can be sent with email alerts C.) The email content can be set when creating the email alert D.) Email alerts use email templates that need to be set up previously

D.) Email alerts use email templates that need to be set up previously Email alerts use email templates that need to be set up before the email alert is created. Email alerts can be sent over to users, roles, record owners, public groups and a number of other users related to the record. HTML and test based email can be sent.

The Service Operations Director of Cosmic Service Solutions would like the picklist values of the "Status" field on the Case object modified. What options are available to modify the standard field? Choose 3 A.) Additional values can be added B.) The values can be reordered C.) The standard values can be deleted D.) Additional values cannot be added, but standard values can be deleted E.) New values can be added, but standard values cannot be deleted

A.) Additional values can be added B.) The values can be reordered C.) The standard values can be deleted Picklist values on standard fields can be added, deleted, or reordered

Universal Outfitter's admin has created a workflow rule for the Account object. What happens to existing Account records if a workflow rule is added after they have been created? Choose 1 A.) Existing records are put in the workflow queue and processes if they meet the workflow criteria B.) Existing records are only processed if they are updated and subsequently meet the workflow criteria C.) It depends on whether the "Run on Existing Records" option was selected on the workflow rule? D.) Existing records are only processed if the rule is set to trigger only when a record is created

B.) Existing records are only processed if they are updated and subsequently meet the workflow criteria Existing records are not processed retroactively. However, if the workflow rule is set to trigger when records are updated and meet the workflow criteria the workflow rule will be run. There is no "Run on Existing Records" option.

An organization has multi-currency enabled. What can cause a record in an import file to fail? Choose 3 A.) The record fails custom validation rules B.) A required field is missing C.) The record fails system validation rules D.) Currency field is left blank E.) Currency in the file is an inactive Salesforce currency

A.) The record fails custom validation rules B.) A required field is missing C.) The record fails system validation rules A record in the import file could fail because it is missing a required field, fails system validation rules, or fails custom validation rules. If multi-currency is enabled and the currency field is left blank or an inactive currency is used, the personal currency of the user will be used.

A user has asked if it is possible to edit multiple records at one time. Which features could an admin use to enable this? Choose 3 ``` A.) Enable inline editing B.) Enable quick edit C.) Enable hover edit D.) Give the user the Mass Edit Lists permission E.) Enable enhanced lists ```

A.) Enable inline editing D.) Give the user the Mass Edit Lists permission E.) Enable enhanced lists If both inline editing and enhanced lists are enabled, records can be directly edited in a list. if the user has the "Mass Edit from Lists" permission, the value for a common field in up to 200 selected records can be updated

How would an admin be able to see how many remaining SFDC licenses are available? Choose 2 ``` A.) Company Information page B.) System Overview page C.) Manage Users -> Licenses D.) Security Controls -> Licenses E.) Limits -> Licenses ```

A.) Company Information page | B.) System Overview page

Which knowledge feature can assist in making it easy to find knowledge articles that are relevant for products sold in North America? Choose 1 A.) Article Filters B.) Data Categories C.) Article Channels D.) Category Groups

B.) Data Categories Data Categories can be used to organize, search, filter and control access to SFDC knowledge articles. Filters are only applies after a Knowledge search and only to the articles returned in the search. It will therefore not be helpful in finding articles, especially without categories.

What is true regarding dashboard components? Choose 2 A.) A dashboard component is a visual representation of data in a report B.) When clicking on a report, users are always navigated to the source report C.) In Lightning, the smallest possible component that can be added in a dashboard is 1 row by 1 column D.) There are only 4 dashboard component types: Chart, Gauge, Metric and Table

A.) A dashboard component is a visual representation of data in a report C.) In Lightning, the smallest possible component that can be added in a dashboard is 1 row by 1 column When clicking on a report, the user can be navigated to the source report, filtered report, record detail page, or other URL.

The admin found records with duplicate values in a text field even though they were marked as unique when the custom field was created. What could be the problem? Choose 1 A.) The option to treat the field as case insensitive was not selected when it was created B.) SFDC always treats case sensitive and insensitive data as the same C.) SFDC only looks at the first 10 characters when fields are marked as unique D.) SFDC only enforces the unique restriction when data is loaded using Data Loader

A.) The option to treat the field as case insensitive was not selected when it was created

New Computing uses SFDC for managing customer support. There are more than 100 support cases open in its service cloud application. The Support Manager wants to ensure that if the support engineer does not start working on a case after 24 hours, an email should be generated for the support lead and the manager himself. What is the best way for the admin to achieve this? Choose 1 A.) Create an escalation rule to generate an email B.) Create a validation rule to generate an email C.) Create a workflow rule to generate an email D.) Write an Apex class to generate an email

A.) Create an escalation rule to generate an email An escalation rule could be created to automatically escalate the case when it meets the criteria. Rule entries can include escalation actions that can send email notifications to the case owner and additional recipients Although a workflow rule can be used for such a requirement, it is better to use an escalation rule since it offers more relevant options and is typically used to escalate cases in SFDC.

In a private sharing model, if the admin needs to make some exceptions to give access to records, what features can you use? Choose 3 A.) Manual Sharing B.) Sharing Rules C.) Account Teams D.) Sharing Exception Rules

A.) Manual Sharing B.) Sharing Rules C.) Account Teams Sharing rules, manual sharing, and Account teams can all grant access to records. There is no such thing as Sharing rules

An organization is using My Domain, and it prevents login from the SFDC URL. A user has reported to an admin that they are not able to log in. The admin has checked the login history but does not see an entry for the time when the user was attempting to log in. What could be the issue? Choose 1 A.) The user entered an incorrect password B.) The user did not use the My Domain URL for login C.) The user entered an incorrect username D.) The user is locked out due to invalid login attempts

C.) The user entered an incorrect username If the username was entered incorrectly, it would not be listed in the login history since SFDC would not be able to find the incorrect username in the org. If an org is using My Domain and prevents login from login.salesforce.com, but a user still tries to use the latter to log in, the login attempt will appear with the URL in the login history. The same is true when a user to log in due to an incorrect password or password lockout.

Users have asked for the Parent Account field to be displayed in the Account Lookup dialog. How can this be enabled? Choose 1 A.) Modify the Account Lookup Dialog layout to include Parent Accounts B.) Modify the Account Search Results layout to include Parent Accounts C.) The fields in the Account Lookup dialog are fixed and cannot be changed D.) users can modify the fields themselves using the "My Columns" link in the lookup dialog

B.) Modify the Account Search Results layout to include Parent Accounts Account search fields can be added or removed on the Account Search Results page for the respective Search Layout. Users cannot customize the search results layout themselves.

You have discovered that a number of records were deleted by mistake 2 weeks ago. What can you do in this situation to produce a list of the deleted records to recover them? Choose 1 A.) Use Data Loader to export the deleted records by checking "Include Deleted Records" in settings B.) Data Recovery Manager can be accessed in Salesforce Setup to restore deleted records C.) Nothing, after 10 days deleted records are removed from the recycle bin D.) Use the "Export All" option in Data Loader and export the records

D.) Use the "Export All" option in Data Loader and export the records The requirements in the question is about producing a list of all the soft-deleted records, which means you need to extract those records from Salesforce. After using the "Export All" option to obtain the soft-deleted records, they can be imported using Data Loader Deleted records are available in the recycle bin for 15 days, and can be undeleted. However if there are a large number of records and a list is required, the Export All option in Data Loader will include records in the recycle bin. After export, the deleted records can be imported to restore them.

The admin of Cosmic Enterprises has set up a time-dependent workflow rule that will send an email 30 days before a renewal is due. The evaluation criteria is set to "Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria". What will happen if the renewal date is changed? Choose 1 A.) The workflow will not fire at all B.) The workflow will fire 30 days before the adjusted date C.) The workflow will still fire 30 days before the original date D.) You cannot change the date if there is a pending workflow

B.) The workflow will fire 30 days before the adjusted date When the workflow rule criteria is "Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria", Salesforce re-evaluate the time triggers and adds the appropriate actions to the workflow queue. In this case, Salesforce will re-evaluate and adjust the record in the workflow queue when the renewal date is changed.

An admin would like to absolutely deny login access to the company's SFDC org if users are logging in outside the specified login hours and IP range. What are the different options that can be used? Choose 2 A.) Profile-based login hour restrictions B.) Organization-wide IP restrictions C.) Profile based IP restrictions D.) Organization-based login hour restrictions

A.) Profile-based login hour restrictions C.) Profile based IP restrictions Login hours and IP addresses can be restricted by profile, not organization. Trusted IP ranges are defined at the organizational level (Network Access). If users try to login from outside this range, they are sent an activation code; it does not absolutely restrict login access

When a prospect completes the Web-to-Lead form, an email needs to be automatically sent to the prospect to thank them for their interest, and also send an email to the Sales Manager to alert them about the new lead. How can this be setup? Choose 1 A.) Create an auto-response rule with two response rule entries B.) Create an auto-response rule with the To address set to the person that submitted the lead form and the CC address set to the Sales Manager. C.) Create a workflow rule with two email alerts D.) Create an auto-response rule and a workflow rule with an email alert

D.) Create an auto-response rule and a workflow rule with an email alert Auto-response rules are designed to provide an initial response (one email) to the person who created a case or submitted a Web-to-Lead form based on the first auto-response rule entry criteria that matches. With workflow rule email alerts, the recipients are typically users in the Salesforce org or existing email addresses in the records, such as the sales manager.

What situations can trigger an auto-response rule? Choose 3 ``` A.) Case Escalation B.) Web-to-Case submission C.) SMS Case Submission D.) Customer Portal Case Submission E.) Email-to-Case ```

B.) Web-to-Case submission D.) Customer Portal Case Submission E.) Email-to-Case Case escalation actions to not include an auto-response to a customer.

ABC Technologies has recently completed a large marketing campaign across the globe. The Marketing Director wants to gather customer feedback related to the campaign. He wants to use Salesforce for sending survey forms and collating the survey results directly within Salesforce. how can an admin meet this requirement> Choose 2 A.) Look for an AppExchange solution to install that meets the requirements B.) Procure a third-party survey application C.) Create a custom survey application using .net and integrate with SFDC D.) Consider using the Salesforce native survey functionality

A.) Look for an AppExchange solution to install that meets the requirements D.) Consider using the Salesforce native survey functionality SFDC surveys allow collecting feedback and data from users or customers. It does not require additional licenses. However, after a certain number of responses are received, an add-on response pack must be purchased to receive additional responses. There are a variety of survey applications available on the AppExchange that could meet the requirements and avoid custom development and integration.

What is true regarding Data Export Service? Choose 1 A.) A request must be sent to Salesforce to enable the Data Export service B.) Data will be exported in .csv format C.) The Data Export service can be set up to run daily D.) The Data Export service will export data from all records but not attachments

B.) Data will be exported in .csv format The schedule export option allows the scheduling of data backups on a weekly or monthly interval depending on the Salesforce edition. Salesforce will send an email with a link to a zip file that contains .csv files. Images, documents and attachments can be included when selecting the type of data to export.

GLobal Technologies wants to give its sales reps the ability to relate emails, contacts, and events in Microsoft Outlook and Microsoft Exchange with Salesforce records. What can be configured be an admin to meet this need? Choose 2 A.) Outlook integration B.) Salesforce for Outlook C.) Outlook-Salesforce Extender D.) Lightning Sync

A.) Outlook integration D.) Lightning Sync using Lightning Sync and Outlook Integration together is an ideal solution for customers who use Microsoft Exchange, Office 365, and Outlook. With Lightning Sync, users can sync contacts, events or both between Microsoft Exchange and Salesforce. Starting in Winter '19, if Salesforce for Outlook has not been setup, service is no longer available

The sales management would like to receive a notification when opportunities with a high dollar value reach 60% probability and also at 80% probability. how can an admin accomplish this? Choose 1 A.) Validation Rules B.) Big Deal Alerts C.) Workflow Rules D.) Email Alerts

C.) Workflow Rules Although a Big Deal Alert can be set up to send an email notification when an opportunity reaches a certain probability and is equal or greater to a certain amount, only one Big Deal Alert can be set up at a time. Workflow rules can be used to send email notifications based on the opportunity probability and opportunity amount.

Which of the following are steps related to setting up Web-to-Lead? Choose 3 ``` A.) Create an assignment rule B.) Map lead fields C.) Create a new custom object D.) Create an auto-response rule E.) Create a Web-to-Lead record type ```

A.) Create an assignment rule B.) Map lead fields D.) Create an auto-response rule if the Web-to-Lead form captured information that are not appropriate for standard SFDC fields, custom lead fields can be created. It can then be specified how these custom lead fields map to custom fields in the Account, Opportunity, and Contact objects during lead conversion.

Cosmic Solutions would like to make different information visible to employees in different divisions. How can record types be used for this requirement? Choose 2 A.) Different page layouts can be displayed for different record types B.) Different picklist values can be displayed for different record types C.) Different apps can be displayed for different record types D.) Different records can be displayed using custom criteria for different record types

A.) Different page layouts can be displayed for different record types B.) Different picklist values can be displayed for different record types Record types can be used to display different page layouts and picklist values for different types of records. IN Lightning, Lightning record pages can be assigned to different record types in the LIghtning App Builder, using the "Assign to Apps, Record Types or Profiles" tab. Record types cannot be sued to display different apps to users. It is also not possible to specify criteria in a record type to make different record visible to users.

Which of the following are true regarding articles in LIghtning Knowledge? Choose 2 A.) Articles can be given a thumbs up or thumbs down rating B.) Articles can be created from cases C.) A default record type can be set for new articles D.) All article versions are shown in Lightning

A.) Articles can be given a thumbs up or thumbs down rating C.) A default record type can be set for new articles Users can rate articles between 1 and 5 stars in Classic. However, in Lightning , articles are thumbs up or thumbs down. Setting a default type for new articles is available in Lightning Knowledge. In Salesforce Classic, the article type is selected manually during creation Only up to 30 article versions are shown in LIghtning. The creation of Knoweldge articles when closing a case is only available in Classic.

Universal Containers wants to create a Workflow Rule to send an email alert to members of its Board of Directors, none of whom use Salesforce. How many of the board members can be added to a single Email Alert? Choose 1 A.) Up to 5 additional email addresses can be added to the Email Alert B.) Up to 250 additional email addresses can be added to the Email Alert C.) Up to 25 additional email addresses can e added to the Email Alert D.) It is not possible to add additional email addresses to the Email Alert.

A.) Up to 5 additional email addresses can be added to the Email Alert Email Alerts have an Additional Emails section that let you enter up to 5 email addresses. These email addresses do not have to belong to users in your Salesforce org. These recipients are in addition to the users chosen in the required Recipients section.

Universal Containers uses a custom object within the product development team. Product development, executives, and admins should be the only users with access to records of this object. Product development needs read/write access to all the records within the object, while the executives should only be able to view the records. How can the admin configure the security model to meet these requirements? Choose 1 A.) Set the Organization-Wide Defaults for the custom object to Private; give the Product Development Profile Modify All for the object; give the Executive Profile View All Access B.) Set the Organization-Wide Defaults for the custom object to Public Read/Write; give the Product Development Profile Read, Create, Edit permissions; give the Executive Profile Read Only permissions for that object

A.) Set the Organization-Wide Defaults for the custom object to Private; give the Product Development Profile Modify All for the object; give the Executive Profile View All Access

Sales Reps have informed their admin that they would like to edit their opportunities directly inline in the list view without having to load each record individually. Which user interface settings can the admin change to meet this requirement? A.) List View Edit B.) Enhanced Editing C.) Inline Editing D.) Enhanced Lists

C.) Inline Editing | D.) Enhanced Lists

Salesforce for outlook publisher layouts?

https://help.salesforce.com/articleView?id=sf.outlookcrm_config_about.htm&type=5

The customer support team wants to use a different Page Layout when closing a Case. Which method should the admin use to fulfill this request? Choose 1 A.) Support Process B.) Record Type and Page Layout C.) Case Close Page Layout D.) Field-Level Security

C.) Case Close Page Layout

Which three objects have a relationship with a Campaign? Choose 3 answers ``` A. Lead B. Opportunity C. Contact D. Account E. Contact Role ```

A. Lead B. Opportunity C. Contact

Universal Containers offers a variety of products that are comparable to products from other companies. Sales representatives request a method to track product strengths and weaknesses compared to those offered by other vendors. What should the System Administrator implement? Choose 1 A. Big Deal Alerts on high-value Opportunities B. Strength and Weakness fields on Company Information C. Competitors on the Opportunity Page Layout D. Products and Pricebooks on Opportunity Line Items

C. Competitors on the Opportunity Page Layout

Universal Containers wants the sales team to access information about Closed Won Opportunities with a common competitor for all pending big deals. Which features should the System Administrator implement? A. Sales Teams and Closed Won Opportunities B. Commonalities and Won Information C. Competitors and Similar Opportunities D. Big Deal Alerts and Sales Teams

C. Competitors and Similar Opportunities

How should the System Administrator implement biweekly notifications for Sales Reps that include Opportunities that need attention based on the Opportunity Owner's last login, past due Opportunities, and all Opportunities that have not been updated in the last 30 days? A. Create Scheduled Reports. B. Create Opportunity Update Reminders. C. Create a Chatter Group. D. Create Scheduled Dashboards.

B. Create Opportunity Update Reminders.

A System Administrator created a workflow rule that sends email alerts when a Case with a high priority is created. A new Support Engineer who works remotely at Universal Containers complains about not receiving the email alerts. All other users at Universal Containers receive these email alerts. How can a Salesforce Administrator troubleshoot this issue? A. Verify the user's email address. B. Check if the Workflow Rule is active. C. Check if the Workflow evaluation criteria is correct. D. Check if the correct Email Template is used.

A. Verify the user's email address.

What are two Final Approval Actions in an Approval Process? Choose 2 A. Create a chatter post. B. Call Apex. C. Send an outbound message. D. Add an email alert.

C. Send an outbound message. | D. Add an email alert.

Which two functions can be customized for the Salesforce Mobile App? Choose 2 answers ``` A. Object Record Types B. Field permissions C. Object Compact layout D. Navigation Menu content E. Custom objects ```

C. Object Compact layout | D. Navigation Menu content

Which option can be added to Outlook Publisher Layouts? A. Related Lists B. Custom Fields C. Quick Actions D. Custom Buttons

C. Quick Actions

A System Administrator creates a Workflow Rule that assigns a task to a support manager role when a case is escalated. The case owner is complaining about being assigned these tasks. What should a System Administrator do to correct this issue? A. Change the Workflow Rule to assign tasks based on profile. B. Make sure there is only one user in the role. C. Add a field update to the Workflow to also change the owner. D. Remove the Workflow and use a report instead

C. Add a field update to the Workflow to also change the owner.

A System Administrator wants to implement a feature for call recording to monitor customer service quality using Salesforce Service Cloud. Which two statements regarding call recording should be considered when implementing this requirement? Choose 2 answers A. Call recording is a feature that a developer might create with Salesforce App Cloud. B. Call recording is a native feature available with Salesforce by default. C. Call recording is a feature of some add-on products from the AppExchange. D. Call recording is a feature that will not work with Salesforce Service Cloud

A. Call recording is a feature that a developer might create with Salesforce App Cloud. C. Call recording is a feature of some add-on products from the AppExchange.

Which three reports can be used to display a list of the Top 10 Accounts on a dashboard? Choose 3 answers A. tabular report with Rows to Display set to 10 B. tabular report with a chart C. summary report with a chart D. summary report without a chart E. summary report with Rows to Display set to 10

A. tabular report with Rows to Display set to 10 C. summary report with a chart D. summary report without a chart

``` The Sales Operations team needs to import and export Accounts, Contacts, Opportunities, and Orders. Which two Profile permissions does the Sales Operation team need to be able to perform this task? Choose 2 answers A. API Enabled B. Modify All for those objects C. View All Data D. Weekly Data Export ```

B. Modify All for those objects | C. View All Data

What should a System Administrator configure to provide each Sales Rep a dashboard that shows their current Opportunity pipeline? A. Create a dashboard for each user. B. Create a dashboard folder for each user. C. Set a Dashboard filter to the current user. D. Set the Dashboard Running User to the current user.

D. Set the Dashboard Running User to the current user.

How should a sales rep create an all-day event in Salesforce? A. Ensure the event is scheduled for times within the Start and End of Day hours. B. Check the all-day event checkbox on the event. C. Ask the System Administrator to check all-day events in the Activity settings. D. Use a task for an all-day event because then no time fields are needed.

B. Check the all-day event checkbox on the event.

How should an email automatically be sent to a customer when the Support Rep adds a comment to the case? A. Enable Case Comment Notifications to Contacts. B. Add the comment to the Case Chatter Feed. C. Include the customer in the Assignment Rule. D. Set the customer as the Automated Case User.

A. Enable Case Comment Notifications to Contacts.

Universal Containers wants to allow potential customers to submit Cases for technical inquiries. They do not have resources to set up a call center and need to make support available through another means. Which two options should they consider? Choose 2 answers A. Generate Web-to-Case HTML code to add to the website B. Implement a Lightning Partner Community with Knowledge C. Adding a link for Auto-Response Rules for Solutions D. Adding a link to a specified routing address for Email-to-Case

A. Generate Web-to-Case HTML code to add to the website | D. Adding a link to a specified routing address for Email-to-Case

In which situation is the Case Contact notified when a support representative adds a new case comment? A. The Support Representative uses the Send Email Action on the Case Feed. B. The System Administrator enables Case Comment Notification to Contacts. C. The System Administrator configures the Case Auto-Response Rules. D. The Support Representative posts the comment to the Case Chatter Feed.

B. The System Administrator enables Case Comment Notification to Contacts.

A System Administrator enables Case Feed Actions and Feed Items in Support Settings. With the appropriate Profile permissions enabled, what change will users see? A. Case Feeds will no longer be hidden on standard Page Layouts. B. Cases will use Feed Layouts rather than standard Page Layouts. C. All Case buttons will be converted to Actions in the Case Feed. D. All Case fields will be added to the Chatter Feed Tracking.

B. Cases will use Feed Layouts rather than standard Page Layouts.

Which two actions allow the System Administrator to limit Chatter access during roll-out to a subset of Salesforce users? Choose 2 answers A. Edit a Profile to "Enable Chatter" for the subset of users. B. Create an email invitation for the subset of users. C. Create a Permission Set with the "Enable Chatter" permission for the subset of users. D. Add the subset of users to the company-wide Chatter group.

A. Edit a Profile to "Enable Chatter" for the subset of users. C. Create a Permission Set with the "Enable Chatter" permission for the subset of users.

What is a potential benefit of using Suggested Solutions? A. faster product launch B. reduced support costs C. consistent marketing D. shorter sales cycles

B. reduced support costs

Which two objects can be related to Campaign Members? Choose 2 answers A. Partners B. Contacts C. Contact Roles D. Leads

B. Contacts | D. Leads

Which two related lists should be added to the Opportunity page layout to track how Campaigns contribute to the overall pipeline? Choose 2 answers A. Open Activities B. Campaign Influence C. Campaign Members D. Contact Roles

A. Open Activities | B. Campaign Influence

The Password Policy shows that the length of time until passwords expire is 90 days. However, some users find that their passwords expire every 14 days. Where should the System Administrator change the password expiration period for these users? A. Permission Sets assigned to the Users B. Individual User records C. Roles assigned to the Users D. Profiles assigned to the Users

B. Individual User records

Universal Containers has three Account record types: Prospect, Customer, and Vendor. The Customer record type is only for Accounts that have a Closed Won Opportunity. How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records? A. Create an Account Validation Rule that prevents new Accounts with the Customer Record Type from being saved. B. Create a Workflow Rule or Process to change the Record Type from Customer to Prospect. C. Remove the Customer Record Type as an Assigned Record Type in the users' Profiles and Permission Sets. D. Create an Account Auto-Assignment Rule to assign the Prospect Record Type to all new Accounts.

C. Remove the Customer Record Type as an Assigned Record Type in the users' Profiles and Permission Sets.

Universal Containers has a renewals sales team that will use the Opportunity object. They want to use many of the same picklist fields that are already defined, but will need unique picklist values. What feature allows a System Administrator to maintain the same field for two different teams? A. Record Types B. Sales Processes C. Page Layouts D. Permission Sets

A. Record Types

A Delegated Administrator at Universal Containers cannot edit the Created Date field for the Account record. What reason should the System Administrator give for why this is occurring? A. This is a System Audit field and it is Read-Only for existing records. B. This user does not have Edit permissions on the Account object. C. This field is defined as Read-Only on the Page Layout. D. This field is Read-Only in Field-Level Security settings.

A. This is a System Audit field and it is Read-Only for existing records.

Universal Containers has a complex sales process with multiple record types, each shared with all Profiles. Some users complain about the Record Type selection screen when creating new Opportunities. Which two actions should the System Administrator take to allow these users to bypass choosing a Record Type? Choose 2 answers A. Remove Record Types from the users' Sales Process. B. Remove the Record Type field from the users' Page Layout. C. Instruct users to update the Default Record Type in My Settings. D. Remove Record Types from the users' Profiles.

C. Instruct users to update the Default Record Type in My Settings. D. Remove Record Types from the users' Profiles.

Universal Containers has a sales team focused on renewals. They will use many of the same Opportunity fields as other teams, but need different Stage values. What should the System Administrator update to support this requirement? A. Page Layouts to include the correct field B. Stage field picklist options in Record Types C. Stage Selected Values in the Sales Processes D. Field-Level Security in the User Profile

B. Stage field picklist options in Record Types

Universal Containers uses a hybrid sharing model where Accounts and Contacts are Read Only and Opportunities and Cases are Private. Account Executives (AE) own all the Accounts. Some Contacts are owned by AEs, and other Contacts are owned by support reps. How should the System Administrator ensure the AEs can edit all the Contacts associated with their Accounts, no matter who owns the Contact? A. Account owner privileges give the AE edit access to all related records by default. B. Create a read/write Sharing Rule to share all related Contacts with the Account owner. C. Use the Mass Transfer Tool to transfer ownership of all Contacts to the AEs. D. Select the edit all associated contacts option for the AE Role in the Role Hierarchy.

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

What can a System Administrator specify in the Company Information page? A. Fiscal Year, Password Policies, Default Time Zone B. Primary Contact, Chatter Settings, Set Domains C. Organization Name, Default Time Zone, Default Language D. Business Hours, Translation Settings, Corporate Currency

C. Organization Name, Default Time Zone, Default Language

When creating a new user in a production Salesforce org, which two requirements should a System Administrator consider? Choose 2 answers A. Usernames must be unique across all production Salesforce orgs. B. Usernames must include the company's email domain. C. Usernames must be the same as the user's email address. D. Usernames must be in the form of an email address.

A. Usernames must be unique across all production Salesforce orgs. D. Usernames must be in the form of an email address.

How can a System Administrator discover who added a field to the account page layout? A. Run an Account History report. B. Create a poll in the Admin Chatter group. C. Review the Account Last Modified By field. D. Download the Setup Audit Trail.

D. Download the Setup Audit Trail.