Salesforce Fundamentals (Obj 1, 2) Flashcards
An organization has recently completed a large marketing campaign across the globe using Salesforce. The Marketing Director wants to collect customer feed back related to the campaign. He wants to use Salesforce for sending survey forms and collating the survey results directly within the org. Which options are best to recommend? (2)
A.) Use the Salesforce native mass survey functionality
B.) Develop a custom survey application using .Net and integrate it with Salesforce
C.) Use a third-party could survey application an integrate it with Salesforce
D.) Look for an AppExchange solution that meets the requirements
A.) Use the Salesforce native mass survey functionality
D.) Look for an AppExchange solution that meets the requirements
The marketing department of Cosmic Marketing Solutions would like to manage email campaigns and track responses, including the number of opens and clicks in Salesforce. They do not need the complete functionality of Marketing Cloud at this stage. What is the recommended solution for this requirement? (1)
A.) Use a third party email campaign application and integrate it with Salesforce
B.) Use a third party app from the AppExchange
C.) Build custom functionality that tracks the responses
D.) Use the standard campaign functionality
B.) Use a third party app from the AppExchange
There is a requirement that when an opportunity is closed, commission records should be created automatically for each member of the opportunity team. The Commission custom object has a Currency field wherein its value is calculated based on the opportunity team role of the member, and the Type and Amount of the related opportunity. How should this be achieved? (1)
A.) Flow Builder
B.) Apex Trigger
C.) Process Builder
D.) Workflow Rule
A.) Flow Builder
Which of the following are valid reasons for considering an AppExchange app? (3)
A.) AppExchange apps do not affect organization limits.
B.) An existing app may solve the business problem, meaning a custom solution does not need to be developed.
C.) All AppExchange apps are free.
D.) An existing unmanaged package app may meet most of the requirements and can be further customized.
E.) Many AppExchange apps include support for Salesforce mobile app.
B.) An existing app may solve the business problem, meaning a custom solution does not need to be developed.
D.) An existing unmanaged package app may meet most of the requirements and can be further customized.
E.) Many AppExchange apps include support for Salesforce mobile app.
High Mountain Travel Company currently uses both Sales Cloud and Service Cloud. The current financial application used by the company has reached its end of life, and the management is considering a replacement that can be accessed by users from Salesforce. What would be recommended in this situation? (1)
A.) Salesforce functionality is limited to Sales, Service, and Marketing, so consider the implementation of an independent ERP system.
B.) Evaluate building the required financial application using the Lightning App Builder.
C.) Use Salesforce Connect to set up a new financial application that has the same functionality.
D.) Evaluate financial applications on the AppExchange to determine if one of them meets the organization’s requirements.
D.) Evaluate financial applications on the AppExchange to determine if one of them meets the organization’s requirements.
What are valid reasons for considering an AppExchange App? (3)
A.) AppExchange apps cover functionality not covered by Salesforce
B.) AppExchange apps can be installed by any Salesforce user
C.) AppExchange apps are isolated from other customizations, so they will not interfere with existing functionality
D.) Some AppExchange apps are open source
E.) Some AppExchange apps are free
A.) AppExchange apps cover functionality not covered by Salesforce
D.) Some AppExchange apps are open source
E.) Some AppExchange apps are free
Cosmic Partners developed a free version of their HR Management package that includes custom objects, fields, and Apex components. They want it to be available for free in the AppExchange but still retain component privacy, app ownership, and possible app updates. Which packaging solution fits the requirement? (1)
A.) Semi-Unmanaged packages
B.) Semi-Managed packages
C.) Unmanaged packages
D.) Managed packages
D.) Managed packages
There is a requirement to rate all accounts daily based on the values of the opportunities closed in the current year, the number of open opportunities, and the opportunity close rates. The account with the highest aggregated result should be rated number 1, and so on until the account with the lowest rating is updated. How could this requirement be achieved? (1)
A.) Use an Apex trigger on the Account object and schedule it to run each night
B.) Use a Batch Apex job and schedule it to run each night
C.) Use a time-dependent workflow action to update the ‘Rating’ field
D.) Use Process Builder and schedule an action to run each night to sort and rate all accounts
B.) Use a Batch Apex job and schedule it to run each night
Global Containers requires that when saving an opportunity record, a check is performed to determine if the opportunity amount is the highest value in the current year for all opportunities in the org. If so, a checkbox on the opportunity record should be marked and an email should be sent to the record owner’s manager. What Salesforce feature should be recommended to handle this requirement? (1)
A.) Flow Builder
B.) Workflow Rule
C.) Formula Field
D.) Apex Trigger
A.) Flow Builder
Global Containers uses the account hierarchy to record the structure of businesses in various regions and locations. The Admin working for the company has been asked to provide a rolled up total of the number of opportunities associated with accounts across all levels of the hierarchy. The display of the accounts should be indented according to the level in the hierarchy. How could this be created? (1)
A.) Create a new custom report type and include a roll-up summary field for the total number of opportunities
B.) Use the standard Account report type and create a new report for the number of opportunities related to each account
C.) Request a developer to build a Visualforce page or custom Lightning component to display data in the required format
D.) It is not possible to create a report with this data
C.) Request a developer to build a Visualforce page or custom Lightning component to display data in the required format
New Horizon Satellites uses Salesforce for opportunity management for its data service products. There are many variables and complex combinations that can be configured when offering a data service. The company currently uses Excel to produce quotes but would like to use Salesforce instead. What would be the recommended solution? (2)
A.) Use the standard Quote template functionality
B.) Create a Visualforce page that displays the quote and allows saving it as a PDF
C.) Look for an AppExchange product that meets the requirements
D.) Create a custom button that allow exporting the opportunity details to Excel
E.) Use Salesforce Quote-to-Cash functionality
C.) Look for an AppExchange product that meets the requirements
E.) Use Salesforce Quote-to-Cash functionality
Grand College is an educational institution that tracks student data using Salesforce. It would like to generate the attendance records for its students in a printable PDF format with data from at least five different objects. Which of the following would help in achieving this use case? (1)
A.) Build a report in Report Builder and export it as a PDF file.
B.) Build a Visualforce page to display the necessary data.
C.) Add the PDF Lightning component in Lightning App Builder.
D.) Add the built-in ‘Convert PDF’ button to the page layout.
B.) Build a Visualforce page to display the necessary data.
When an address on an account is entered, the account address should be validated using an external web service. What it the best way to accomplish this? (1)
A.) Use a workflow rule to perform a validation when the address is changed.
B.) Use a validation rule to validate the address using the external service
C.) Call the external web service via a button on a Visualforce page and validate the address
D.) Use Process Builder to call the external web service to validate the address when the account object is created or edited.
C.) Call the external web service via a button on a Visualforce page and validate the address
Which of the following are valid use cases for the AppExchange? (2)
A.) To exchange ideas and tips with other developers
B.) To extend standard Salesforce functionality
C.) To exchange apps with other developers
D.) To add industry specific functionality to Salesforce
B.) To extend standard Salesforce functionality
D.) To add industry specific functionality to Salesforce
Sarah has set up the standard Email-to-Case functionality and is testing it. She has found that cases are created from emails sent to the designated email address with the subject populated from the email subject and the case description populated from the email body. The support emails are sent using a standard format that includes the case priority and site location of the customer issue. How can these fields be set automatically when the case is created? (2)
A.) Create a custom email handler to map the fields
B.) Add field mappings for case priority and sire location in the Email-to-Case settings
C.) Create a before insert trigger on the case object to update the case priority and site location fields
D.) Create a workflow rule to update the case priority and site location fields
A.) Create a custom email handler to map the fields
C.) Create a before insert trigger on the case object to update the case priority and site location fields
