Practice Questions Flashcards
A company has three account 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?
Remove the Customer Record Type as an Assigned Record Type in the users Profile and Permission Sets.
A company uses a custom report type for Account Reports. New fields have been created on the Account Object. An administrator needs to report on the new fields. What should the administrator do to achieve this goal?
Add fields to a custom report in the custom report type field layout. From the Custom Report Type (Setup), Edit Layout then add the new fields to the report
Universal Containers utilizes a private sharing model for Accounts, Contacts, and Opportunities. When account owners are on vacation, a back-up sales rep needs access to all Accounts with the rating of Hot. How should the System Administrator give the back-up sales rep access to Hot Accounts?
Instruct the Hot Account owner to manually share the Accounts with the back-up rep before leaving on vacation.
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?
- Remove Record Types from the users’ Profiles - Each profile is associated with a single record type; users will never be prompted to select a record type when creating records.
- Instruct users to update the Default Record Type in My Settings - Set an option to automatically insert your default record type when you create records.
Ursa Major Solar tracks both user issues and customer issues. A user issue can be logged as: new, waiting for reply, closed and A customer issue can be logged as: new, working, closed. An administrator needs to track both case types. Which features should be used?
Record Types and Support Processes - Record types let you offer different business processes, picklist values, and page layouts to different users.
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?
- Create a .csv file ensuring that IsActive = False, and use the data loader to insert - With a properly formatted csv file, Data Loader can be used to create multiple users. Include the IsActive = false to create the users in an inactive status
- Click Add Multiple Users and ensure that Generate New Password and Notify User Immediately are unchecked
An administrator at Ursa Major Solar (UMS) has created a new Lightning record page for the sales team to display a report chart embedded on the account page. No record types currently exist for an account. Which action should the administrator perform to make this page the default view of the UMS app for the sales team without impacting the support team?
Make the page the default object record page for the UMS app for the sales profile (not UMS app - Making the page the object default would be for the app affecting all users)
Which configuration change should the System Administrator make to help Sales Reps remember to add Products to every Opportunity?
Enable the Opportunity setting to prompt users to add products to opportunities.
Universal Containers created a new custom object to track Inventory items. The Support Team cannot see the Inventory object’s tab. Which two settings should the System Administrator check to find the cause of the problem?
Support Team Permission Sets and Support Team Profiles
System Administrator will use the Import Wizard to update existing Account records. Which values can the Import Wizard use to find matching records?
Account Name and Site fields
A company’s vice president has requested that the sales rep commission report be visible to the executive team. How should the system administrator provide visibility to the report to the executive team only?
Save the report in a folder shared with the executive team
Users at a company complain that global search returns too many records. What two configurations should an administrator perform to help users manage search results?
- Specify the Search Filter Fields for the
object’s search layout. - Reduce the number of records displayed
for each object in the Search Results page.
Ursa Major Solar uses a private sharing model for Cases. Each product line has several product specialists who want to have visibility to all Cases involving their product line. How should the administrator meet this requirement?
Create a predefined Case Team for each group of product specialists and assign the team using Case Assignment Rules.
Ursa Major Solar 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?
Remove the Customer record type as an Assigned record type in the users’ profiles and permission sets.
The VP of Sales at Ursa Major Solar wants to take a look at all of the sales deals that are currently in play for his Sales team to determine how well they are tracking toward their goal for quarter end. Which standard object stores information about sales deals?
Opportunities - sales deals in progress
A sales team member at Ursa Major Solar wants to view information related to one of their accounts to have a 360 degree view of the customer. Which two standard objects are related to Account records?
Cases and Opportunities
The marketing manager at Ursa Major Solar wants to run a marketing campaign for their upcoming event called the Ray-A-Thon. the manager wants to make sure to capture as much information as possible generated from the campaign in Salesforce. Which three objects have a relationship with a Campaign?
Lead, Opportunity and Contact
Ursa Major Solar needs a field that reflects Account size based on the standard field, number of employees. Which formula function should an administrator use to evaluate different results based on a specific condition with multiple outcomes?
IF - returns a given value if true and another value if false. (AND returns true if all values are true and false if one or more is false)
IF evaluates a specific condition with multiple outcomes, AND evaluates multiple conditions.
The sales managers at Ursa Major Solar want Opportunities that have NOT been updated in the past 30 days to be flagged automatically . How should an administrator implement this requirement?
Create a formula field to calculate the time since last update and display an image of a red flag if it meets the defined criteria.
The Ursa Major Solar CEO does NOT want to see the list of Contacts when viewing an Account page, but still needs to access Contact records. How should the administrator configure this?
Create an Account page layout without the contacts related list
The VP of Sales at Universal Containers wants to ensure that there is a consistent, color-coded report to easily track picklist values from the Stage field on an Opportunity. How should an administrator ensure that a picklist field’s values display in consistent colors on all reports? (Choose two answers.)
- Update the picklist values and set the color for each value
- Create a formula field that defines the color for each value
Universal Containers wants to track Invoice Payments on an Opportunity Related List. Only the Finance Team should see this Related List; however, all Users should be able to view Invoice Payment reports. How should the administrator implement this requirement?
Create a new page layout and profile for the finance team
The marketing team at Ursa Major Solar wants a chart added to the home page specific to their lead generation. What should an administrator recommend to meet this requirement?
Update the marketing teams homepage in the lightning app builder
The administrator updated the sales operation team’s project record page with new fields and dynamic components. However, when they refreshed the page the changes are missing. What should the administrator troubleshoot to ensure the changes are implemented?
Confirm the page is activated in the lightning app builder
