Set3 Flashcards
Users at Universal Containers (UC) adhere to the following process for expense reports :
- Create the expense report.
- Attach receipts in an Expense App
- Send the report to the accountant to review and approve.
An administrator needs to enable this app for Salesforce Mobile.
What should the administrator consider from the User’s perspective?
[A] A user can create records, attach receipts as photos, and submit for approval
[B] A user can create list views, attach receipts as photos, and submit records for approval.
[C] A user can search Salesforce Records, attach receipts as photos, and approve records from Chatter.
[D] A user can utilize search, create list views, and receive record push notifications from Chatter.
A. A user can create records, attach receipts as photos, and submit for for approval
Which three objects can be added as Campaign Members? Choose 3 answers [A] Contacts [B] Person Accounts [C] Leads [D] Accounts [E] Individuals
[A] Contacts
[B] Person Accounts
[C] Leads
Which setting on a profile makes a tab hidden in the App Launcher , but still allows a user to view records that would normally be found under this tab?
[A] App Permissions
[B] Tab Settings
[C] Object Permissions
[D] Org-wide Defaults
[B] Tab Settings
Ursa Major Solar tracks both user issues and customer issues. A user issue can be logged as: -new -waiting for reply -closed
A customer issue can be logged as:
- new
- working
- closed
An administrator needs to track both these case types.
Which features should be used? [A] Page Layouts and Process Builder [B] Record Types and Support Processes [C] Workflows and Automated Case Users [D] Page Layouts and Record Types
[B] Record Types and Support Processes
Ursa Major Solar’s default organization-wide sharing for accounts is to set to public read/write. The administrator needs to ensure that marketing never modifies an account record.
Which action should the administrator take to accomplish this goal?
[A] Separate the marketing role hierarchy from the sales role hierarchy
[B] Remove edit access on accounts from the custom marketing profile.
[C] Switch organization-wide default sharing to public read only
[D] Assign a permission set to marketing users which removes edit permission
[C] Switch organization-wide default sharing to public read only
Universal Containers introduced a new product and wants to track all associated cases that get logged. They are looking for an automated solution that would give the product’s two lead engineers read/write access to all new cases that reference the new product.
What should an administrator do to satisfy this requirement?
[A] Create a user-based sharing rule and an ad-hoc case team
[B] Create an auto-response rule and a public group
[C] Create a queue and a criteria-based sharing rule
[D] Create a predefined case team and an assignment rule
[C] Create a queue and a criteria-based sharing rule
The administrator at Ursa Major Solar has just finished creating new hot Account reports that filter Accounts that were modified this year with a rating of hot. The report was shared with the entire sales team. Some users are seeing some Accounts that have NOT been modified since last year and other Accounts where the rating is cold.
What should the administrator do to ensure that the report works as intended for all users?
[A] Lock the report filters
[B] Create a filter using bucketing
[C] Create the report in a private filter
[D] Use a cross-object filter
[A] Lock the report filters
Supervisors at Universal Containers have read access to Contacts through their profiles. Sales reps have a separate profile that allows them to edit Contacts. Some sales reps are attending a conference for a week and supervisors will need to fill in to update Contact details while they are out.
How should the administrators grant proper access to the supervisors?
[A] Update the supervisor profile with edit permission on Contact
[B] Change the supervisor users profiles to be sales rep
[C] Assign a permission set with the edit permission on Contact to the supervisors that need it
[D] Create a sharing rule to grant read/write access on Contact to the supervisor role
[C] Assign a permission set with the edit permission on Contact to the supervisors that need it
At Cloud Kicks, new public articles must be approved before publishing. Users are asked to click the submit for approval button to begin the process but sometimes the user forgets.
How should the administrator automate submission so all new public articles will enter the approval process?
[A] Create a new record type and page layout
[B] Use process builder
[C] Update Initial Actions
[D]Default the Submit for Approval button
[B] Use process builder
Ursa Major Solar has an existing process for their solar panel Opportunities that include the following stages:
- Prospecting
- Value Proposition
- Negotiation/Review
- Closed Won
- Closed Lost
They want to implement a new process for their battery Opportunities using the following stages:
- Qualification
- Value Proposition
- Negotiation/Review
- Closed Won
- Closed Lost
What should the administrator configure to implement these changes?
[A] Create a new sales process that includes the relevant stages and assign it to the new battery record type on Opportunity.
[B] Create a new battery record type on Opportunity and add the appropriate values to the stage
[C] Edit the stage field on Opportunity and activate qualification as a value
[D] Update the existing Opportunity Sales process to include qualification as a valid stage.
[A] Create a new sales process that includes the relevant stages and assign it to the new battery record type on Opportunity.
Ursa Major Solar is a Canadian company that has the following set up in Salesforce:
- They have activated Web-to-Case on their corporate website
- Auto-Response is configured so that customers are thanked for logging the case and activated Assignment Rules based on the province (CANADA) in which the customer resides.
- Case ownership is therefore determined and routed to the corresponding queue – North, South, East or West
Customer cases that do NOT meet the existing criteria need to be assigned to Queue – World.
Which solution will satisfy this requirement?
[A] Using a Trigger, change the owner of the Cases outside CANADA to Queue-World
[B] In an Active Case Flow, change the name of the Queue to World
[C] Using a Workflow Rule, change the owner of the new Cases outside CANADA to Queue-World
[D] In Case Support Settings, change Default Case Owner to Queue-World
[D] In Case Support Settings, change Default Case Owner to Queue-World
Ursa Major Solar (UMS) is configuring the lead conversion process.
Which two factors should UMS consider before setting up the process?
Choose 2 answers
[A] Custom lead fields can be mapped to account, contact, and opportunity fields
[B] Roll-up summary lead fields can be mapped to custom contact fields
[C] Standard lead fields are automatically converted to account, contact and opportunity fields
[D]Custom lead fields can be mapped to custom object fields
[A] Custom lead fields can be mapped to account, contact, and opportunity fields
[C] Standard lead fields are automatically converted to account, contact and opportunity fields
Ursa Major Solar uses data from the grand total of a custom report to create their dashboard. Which two components will populate the grand total properly?
Choose 2 answers
[A] Table
[B] Chart
[C] Metric
[D] Gauge
[C] Metric
[D] Gauge
Ursa Major Solar (UMS) is using the workflow field update.
Which two actions can UMS complete with this feature?
Choose 2 answers
[A] Apply a specific value to a field
[B] Modify the record type of a record
[C] Update the value of a field on a child object
[D]Choose a formula field for a field update
[A] Apply a specific value to a field
[B] Modify the record type of a record
Which two actions should an administrator perform to provide a sales team with an easy solution for gathering customer requirements and sharing presentations with their customers?
Choose 2 answers
[A] Ensure opportunity teams are created for customers
[B] Use Salesforce Files to post presentations in Chatter
[C] Add customers to libraries
[D] Add customers to private Chatter groups
[B] Use Salesforce Files to post presentations in Chatter
[D] Add customers to private Chatter groups
A new custom object called Parts has been created for Ursa Major Solar.
Where should an administrator adjust how the object appears when it is found in the global search?
[A]Object manager, parts and search layouts
[B] Object manager, parts and page layouts
[C] Global search, parts and search layouts
[D] Global search, parts and global search layouts
[A]Object manager, parts and search layouts
The VP of marketing wants Sales Reps to get updates when materials are updated in the Marketing library.
What feature should an administrator recommend?
[A]Subscribe
[B] Validation rule
[C] Approval process
[D] Email alert
[A]Subscribe
At Ursa Major Solar, sales representatives use a custom report type for Account reports. New fields have been created on the Account object. An administrator needs to report on the newly created fields.
What should the administrator do to achieve this goal?
[A] From the Custom Report Type, Edit Object Relationships, then add the new fields to the report
[B] Create a new account report and add the new fields from the Report Builder
[C] Create a new account report folder, go to share, and then add the new fields
[D] From the Custom Report Type, Edit Layout, then add the new fields to the report
[D] From the Custom Report Type, Edit Layout, then add the new fields to the report
Ursa Major Solar is setting up case assignment rules.
What are the two places where the cases can be assigned?
Choose 2 answers.
[A] Queue
[B] Contact
[C] User
[D] Profile
[A] Queue
[C] User
Northern Trail Outfitters wants a backup administrator set up for their org. Once the administrator is set up, they report that they are unable to perform any of the administrative duties.
What are the two possible reasons for the access issues?
Choose 2 answers.
[A] The active checkbox is unchecked by default
[B] The role needs to be specified on the user record
[C] The System Administrator profile is unavailable under the Salesforce Platform license
[D] The user was given the delegated administrator group access
[B] The role needs to be specified on the user record
[C] The System Administrator profile is unavailable under the Salesforce Platform license
The Support Manager wants to send an automatic email to the Case Contact when a case is closed.
Which automation tool can the administrator use?
[A] Workflow Rule
[B] Sharing Rule
[C] Case Auto-Response Rule
[D] Validation Rule
[A] Workflow Rule
Northern Trail Outfitters has a web form for cases.
If the case assignment rules are inactive, who will be assigned ownership when the case is created?
[A] The system administrator will be assigned
[B] The default case owner will be assigned
[C] The case will be assigned to a default case queue
[D] The case will be assigned to the default workflow user
[B] The default case owner will be assigned
Ursa Major Solar is looking into backup methods.
Which set of small and large data backup methods are available in native Salesforce?
[A] Data Loader Exports, Report Exports, and Weekly Data Export Service
[B] Data Loader Exports, Mass Exports, and Weekly Data Export Service
[C] Report Exports, Dashboard Exports, and Weekly Data Export Service
[D] Mass Export Wizard, Weekly Data Export Service, and Data Loader Exports
[A] Data Loader Exports, Report Exports, and Weekly Data Export Service
Ursa Major Solar uses a validation rule to prevent invalid data. What are the three conditions where this rule is used?
Choose 3 answers.
[A] When records are deleted by a user
[B] When records are edited and saved by a user
[C] When records are updated by a workflow rule
[D] When records are imported
[E] When records are submitted using web-to-lead
[B] When records are edited and saved by a user
[D] When records are imported
[E] When records are submitted using web-to-lead
When a Salesforce user is deactivated, what happens to all the records the user owns in Salesforce?
[A] They are automatically deleted
[B] They are automatically assigned to another user
[C] They are automatically assigned to the administrator
[D] They are assigned to the deactivated user until reassigned
[D] They are assigned to the deactivated user until reassigned
Universal Containers is using lead assignment rules and record types. The sales team has the record type “Corporate Leads” assigned as their default record type. The sales team has reported that Leads assigned to them are assigned to a different record type. They have requested to have all Leads assigned to them be assigned to the “Corporate Leads” record type.
How should an administrator configure the sales team’s request?
[A] Select require validation for converted Leads in Lead conversion settings.
[B] Select keep the existing record type in Lead conversion settings
[C] Select preserve lead status in Lead conversion settings
[D] Select override the existing record type with the assignee’s default record type in Lead conversion settings
[D] Select override the existing record type with the assignee’s default record type in Lead conversion settings
