Salesforce Certification

 Salesforce Certification

Coverage Organizational setup

3%

UI Features

Company Information

Locale Settings

Search results

List views

Currency Management

Fiscal Year

Default settings

Homepage layouts

Coverage User setup

7%

Create and maintain users

Assign and manage licenses

resolve locked accounts

activate, freeze and deactivate users

Reset passwords

Coverage Security and access

13%

Passwords

IP restrictions

Identity confirmation

Network settings

org-wide defaults

Roles and role hierarchy

Manual sharing

Sharing rules

Public groups

Profile Settings

Profile permissions

Permission sets

Communication folder settings

Report folder settings

Dashboard folder settings

Coverage Standard and custom objects

14%

Object architecture

Object relationships

Creating, editing and deleting fields

Creating and assigning page layouts

Creating and assigning record types

Creating and assigning business processes

Creating custom objects

Coverage Sales and marketing applications

14%

Sales Processes

Opportunities

Products

Price Books

Leads

Campaigns

Content

Coverage Service and support applications

13%

Case Management

Support Processes

Assignment rules

Case Escalation rules

Auto Response rules

Web-to-case

Email-to-case

Case teams

Knowledge

Communities

Coverage Activity Management and collaboration

3%

Activities

Chatter

Coverage Data management

10%

CSV Files

Data quality

Field mapping

Record IDs

External IDs

Duplicate records

Data Loader

Data Import Wizard

Data export service

Exports

Coverage Analytics - reports and dashboards

10%

Report cretion

Custom reports

Editing and customizing reports

Dashboard components

Data sharing

Report and dashboard filters

Coverage Workflow/Process automation

8%

Approval processes

Workflows

Time dependent workflows

Approval processes

Process Builder

Coverage Desktop and mobile administration

3%

Salesforce mobile app

Lighting for Outlook

Coverage AppExhcange

2%

Org Setup Topics:

...

Scenario 1:

Which set of information can an administrator specify in the Company Information page?

A: BUSINESS HOURS, TRANSLATION SETTINGS, CORPORATE CURRENCY

B: ORGANIZATION NAME, DEFAULT TIME ZONE, DEFAULT LANGUAGE

C: PRIMARY CONTACT, CHATTER SETTINGS, SET DOMAINS

D: FISCAL YEAR, PASSWORD POLICIES, DEFAULT TIME ZONE

A: Incorrect. Though corporate currency is found on the company information page, business hours is found under company settings in its own category, and translation settings is found under User interface -> Translation Workbench section

B: Correct. The Organization Name, Default Time Zone, and Default Language are all found on the company information page

C: Incorrect. Primar contact is found on the contact information page. However, CHatter Settings is found under the Chatter section, and you would create a custom domain under the Company Settings > My Domain section. You can find any domains that are already acrtive under User Interface > Domains section.

D: Incorrect. Though Default Time Zone is found on the Company Information page, Fiscal Year is found under the Company Settings sections in its own category, and Password Policies is found under the Security section.

Ursa Major Solar wants to ensure that all of its locale settings are up to date and consistent in the Salesforce system. The administrator is going through the process of making updates and configuring parameters for this information.

Which two sets of parameters are configured using Locale settings? (Choose two answers.)

A. BUSINESS HOURS AND HOLIDAYS

B. TIME AND NUMBER DISPLAY FORMAT

C. FIRST/LAST NAME AND DATE FORMAT

D. PHONE NUMBER AND CURRENCY FORM

A: Incorrect. A locale is determined by language, and can be made up of many countries and business locations. Business hours should be set by individual locations and vary based on country, time zone and so on. Holidays vary based on location as well.

B: Correct. Time and NUmber Display Format is universal within each locale.

C: First/Last Name and Date format are universal within each locale.

D: Incorrect. Phone number format and currency format vary based on the locale. There are varying currencies among different countries that fall within the same locale, and the same applies to phone numbers.

The VP of sales has changed the naming convention for opportunities to make it more uniform across the company. The sales manager wants to update multiple opportunity names for his sales team in Europe using his "Team Europe" list view in Salesforce.

Which user interface settings should be used to allow users, with all required profile permissions, to edit records in List Views? (Choose two answers.)

A. Enable inline editing

B. Enable enhanced lists

C. Enable enhanced page layout editor

D. Enable profile list views

A. Correct. Enable Inline Editing allows mass editing of a record's fields straight from a list view. Note that this can be done on team list views that are predefined to contain only one record type.

B. Correct. Enable Enhanced Lists gives you the ability to quickly view, customize, and edit lit data to speed up your daily productivity.

C. Incorrect. Enable Enhanced Page Layout Editor allows you to customize page layouts, not list views.

D. Incorrect. Enable Enhanced Profile List Views pertains to mass editing profiles, and permissions within those profiles. It's a form of a filtering tool to access specific profile information and apply a blanket edit to all profile information that applies to that filter.

Salesforce users at Ursa Major Solar complain that global search returns too many records.

Which 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

List View

A list of records that meet specific filter criteria

User Setup:

A new hire at Ursa Major Solar has joined the customer service team to interact with customers and handle cases. This user needs access to the Service Console to manage the cases and customer information.

What should an administrator do to assign a Service Cloud user license to a new user?

A. ENABLE SERVICE CLOUD USER ON THE USER RECORD DETAIL PAGE

B. CLONE THE SAMPLE CONSOLE AND ASSIGN IT TO THE USER.

C. CREATE A NEW PERMISSION SET LICENSE ASSIGNMENT.

D. ENABLE SERVICE CONSOLE IN SUPPORT SETTINGS.

A. Correct. Feature licenses such as Service Cloud User or Marketing Cloud User can be found on the user profile page. These licenses enable features in addition to the User Licenses, such as the Salesforce User License.

B. Incorrect. Assigning the Sample Console or clone of it does not assign a user to the Service Cloud User license. They would need to have the Service Cloud User feature license to even access the console.

C. Incorrect. You would not create a feature license through a permission set. A feature license is assigned to the company with the purchase of a product—such as the Service Cloud User license for the Service Cloud product. A permission set is a collection of settings and permissions that give users access to various tools and functions.

D. Incorrect. The Service Console should already be enabled. You just need to make sure the user is assigned the Service Cloud User license to access it.

Ursa Major Solar, a medium-size, Southwest-based supplier of solar components and systems, is growing internationally. An administrator receives details of a new hire in the Tokyo office who requires access to the Salesforce organization.

Which two requirements should the administrator consider when creating a new user in a production Salesforce org? (Choose two answers.)

A. USERNAMES MUST BE UNIQUE ACROSS ALL PRODUCTION SALESFORCE ORGS.

B. USERNAMES MUST BE IN THE FORM OF AN EMAIL ADDRESS.

C. USERNAMES MUST BE THE SAME AS THE USER'S EMAIL ADDRESS.

D. USERNAMES MUST INCLUDE THE COMPANY'S EMAIL DOMAIN.

A. Correct. All usernames must be unique across all production orgs. If a company has a standard email domain (which is used as a username), an administrator needs to add an additional identifier in the email to make it unique.

B. Correct. All usernames must be in the form of an email address but do not need to be an actual email.

C. Incorrect. A username can be different from the user's email address, but the username must be in the form of an email.

D. Incorrect. Usernames can include any email domain, as long as it is in the form of an email.

A new employee is trying to login to Salesforce, but is having trouble and getting login error messages. He reaches out to the Salesforce admin for help.

What should the administrator do first to troubleshoot login error messages?

A. CHECK THE USER'S LOGIN HISTORY RELATED LIST ON THE USER RECORD.

B. REVIEW ENTRIES IN THE SETUP AUDIT TRAIL

C. . LOG IN AS THE USER TO VIEW THE ERROR MESSAGE.

D. SEARCH THE DEBUG LOG FOR THE ERROR MESSAGE

A. Correct. The administrator should start by checking the login history related list to get an understanding of what is causing the login issue.

B. Incorrent. The entries in the Setup Audit Trail track changes that an admin has made in Salesforce, not a user.

C. Incorrect. Logging in as the user would not show the login error message.

D. Incorrect. A debug login would not capture the login issue.

The administrator is notified that one of Ursa Major Solar's employees is going on leave for a few weeks. Ursa Major Solar does not want the employee logging in to Salesforce while on leave.

What should the administrator do to prevent a user from logging into Salesforce temporarily?

A. RESET THE USER'S PASSWORD.

B. FREEZE THE USER'S ACCOUNT.

C. CHANGE THE USER'S LOGIN HOURS.

D. DELETE THE USER'S ACCOUNT.

A. Incorrect. Users are still able to log in after they reset their passwords themselves.

B. Correct. You would freeze the user's account. The license is still in use, but the user is not able to log in. When the employee returns from leave, you can simply unfreeze the account.

C. Incorrect. The user is still able to log in during the newly created login hours.

D. Incorrect. Deleting the user's account deactivates their license. This means it is not temporary. You are able to reactivate an account that's deactivated, but this is not the most efficient response to the scenario.

The administrator is asked to deactivate the Salesforce user account for an employee who has recently left the company.

When a user account is deactivated, what happens to the associated license?

A. THE LICENSE BECOMES AVAILABLE FOR REASSIGNMENT.

B. THE LICENSE IS DELETED.

C. THE LICENSE IS REMOVED FROM THE BILLABLE LICENSES FOR THE ORGANIZATION

D. THE LICENSE IS AUTOMATICALLY ASSIGNED TO ANOTHER USER.

A. Correct. When a user license is deactivated, it's available to be reassigned to another employee in the complany.

B. Incoirrect. The user liecense becomes available for reassignment. It's not deleted.

C. Incorrect. The company has already paid for this license. It's not removed from the billable license.

D. Incorrect. The license does not get automatically assigned to another user. The admin needs to reassign the license.

What are two reasons a user cannot be deactivated?

The user is recipient of workflow email alerts.

The user is a customer community administrator.

User License

A user license determines the baseline of features that the user can access. Every user must have exactly onoe user license. You assign user permissions for data access through a profile and optionally one or more permission sets.

Permission Set

A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend sers' functional access without changing their profiles

Profile

Profiles define how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one.

Standard and Custom Objects:

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 the Sales team to determine how well they're tracking toward their goal for quarter end.

Which standard object stores information about sales deals?

A. Accounts

B. Asstes

C. Products

D. Opportunities

A. Incorrect. Accounts store information about customers or individuals you do business with. There are two types of accounts. Business accounts store information about companies. Person accounts store information about individual people.

B. Incorrect. Assets are the specific products that your customers have purchased. Assets have a serial number, purchase date, and other information related to an individual sale. Depending on how your organization uses assets, they can represe competitor products that your customers have or versions of your Products.

C. Incorrect. Products are a base catalog of all the items and services you sell and their standard prices.

D. Correct. Opportunities are sales deals in progress. Track progress by moving each opportunity through a series of business milesstones called stages, like Prospecting, Proposal Sent, Nogotiation and Contract signed. The goal is to "win" the opportunity, or move it to a final stage that represents a successful outcome for your business.

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? (Choose two answers.)

A. Cases

B. Campaigns

C. Opportunities

D. Leads

A. Correct. Cases is a standard object related to an account.

B. Incorrect. Campaigns are not related to accounts.

C. Correct. Opportunities is a standard object related to an account.

D. Incorrect. Leads are not related to accounts. They are converted into accounts/contacts

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 capture as much information as possible from the campaign in Salesforce.

Which three objects have a relationship with a Campaign? (Choose three answers.)

A. Lead

B. Contact

C. Account

D. Opportunity

E. Contact Role

A. Correct. You can find the campaign related list on the Lead object. A company's campaigns typically target prospective customers (leads). Associate contacts and leads with campaigns as campaign members.

B. Correct. A company's campaigns typically target existing customers (contacts). Associate contacts and leads with campaigns and campaign members.

C. Incorrect. Accounts are not associated with campaigns.

D. Correct. Opportunities are related to campaigns, and they can track which opportunities were created as a result of various campaigns.

E. Incorrect. Contact roles are not related to campaigns.

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?

A. ISPICKVAL

B. TEXT

C. IF

D. AND

A. Incorrect. ISPICKVAL determines if the value of a picklist field is equal to a text literal you specify. It evaluates picklist values, and your're looking at the number of employees.

B. Incorrect. TEXT converts a percent, number, date/time, or currency type field into a text anywhere formulars are used. This does not meet the requirements.

C. Correct. IF determines if expressions are true or false. It returns a given value true and another value if false. This is correct because you can string together multiple IFs to evaluate a specific condition with mulitple outocomes.

D. Incorrect. AND returns TRUE if all values are true, and returns FALSE response if one or more values are false. This is incorrect beacuse it joins together multiple condotions and our requirements are for a specific contiotn.

The sales managers at Ursa Major Solar want opportunities, not updated in the past 30 days, to be flagged automatically.

How should an administrator implement this requirement?

A. 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.

B. ADD A FORMULA TO THE DEFAULT VALUE OF THE LAST MODIFIED DATE FIELD TO TURN THE TEXT RED IF THE RECORD MEETS THE CRITERIA.

C. ADD A FORMULA TO THE DEFAULT VALUE OF THE OPPORTUNITY NAME FIELD TO TURN THE BACKGROUND RED IF THE RECORD MEETS THE CRITERIA.

D. CREATE A FORMULA FIELD TO SHOW THE LAST LOGIN DATE OF THE OWNER AND DISPLAY AN ALERT MESSAGE IF IT MEETS THE DEFINED CRITERIA.

A. Correct. Adding a formula field to display a red flag if it has been at least 30 days since the last update would meet this requirement.

B. Incorrect. Changing he color of text is not possible with declarative formulas.

C. Incorrect. Same as B.

D. Incorrect. Just because the owner of the record has logged in recently, doesn't mean they have updated their opportunities.

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?

A. REMOVE READ ACCESS PERMISSIONS FOR CONTACTS FROM THE CEO'S PROFILE.

B. SET THE CONTACT ORG-WIDE DEFAULT SHARING SETTINGS TO PRIVATE.

C. CREATE AN ACCOUNT PAGE LAYOUT WITHOUT THE CONTACTS RELATED LIST.

D. REMOVE THE ACCOUNT RELATED LIST FROM THE CONTACT PAGE LAYOUT.

A. Incorrrect. This would remove all access to contact records, and the CEO would still need access to contact records, just not from the account page.

B. Incorrect. This would remove access to the contact record for the whole organization.

C. Correct. Removing the contacts related list from the account page layout would prevent the user from seeing contacts on the account page, but they would still have access to contact records.

D. Incorrect. This would prevent the user from seeing the Account related list on the Contact Record, not the Contact related list on the account record.

The VP of sales at Universal Containers wants to ensure that there is a consistent, color-coded report to track picklist values easily 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.)

A. USE A BUCKET FIELD THAT DEFINES THE COLOR FOR EACH VALUE.

B. CONFIGURE REPORT CONDITIONAL HIGHLIGHTING FOR EACH VALUE.

C. UPDATE THE PICKLIST FIELD AND SET THE COLOR FOR EACH VALUE.

D. CREATE A FORMULA FIELD THAT DEFINES THE COLOR FOR EACH VALUE.

A. Incorrect. Bucket fields colors are dynamically defined and do not default between reports.

B. Incorrect. Conditional highlighting on reporting is for a range of values.

C. Correct. Picklist values can be assigned fixed colors to all values.

D. Correct. Formula fields using the IMAGE function can be defined for each value in the picklist.

Ursa Major Solar wants to track invoice payments on an opportunity related list. Only the finance team should see this related list. But, all users should be able to view Invoice Payment reports.

How should the administrator implement this requirement?

A. CREATE A NEW PAGE LAYOUT AND PROFILE FOR THE FINANCE TEAM.

B. SET THE INVOICE PAYMENT ORG-WIDE SHARING SETTINGS TO PRIVATE.

C. BUILD AN INVOICE PAYMENT REPORT WITH A RUNNING USER OF FINANCE.

D. GRANT FINANCE ACCESS ONLY TO THE INVOICE PAYMENT OBJECT.

A. Correct. This solution would allow only the finance team to see the page layout with all the related list, and all users to view invoice payment reports.

B. Incorrect. This would prevent the finance team from seeing the information as well as all other users.

C. Incorrect This solution would allow only users to view the reports. The finance team should see the related list on the page layout.

D. Incorrect. This would not meet the requirements. The scenario states that all users would be able to view the Invoice Payment reports.

A delegated administrator at Ursa major cannot edit the Created Date field for the account record. What reason should the administrator give for why this is occuring?

This is a System Audit field and it's Read-Only for existing records

Ursa Major Solar wants to create a field to store credit cards numbers and needs to make sure the information is protected.

What two actions allow the administrator to provide enhaced security for this field?

Create an encrypted text field.

Update field-level security settings.

Ursa Major has a renewals sales team that uses the Opprtunity object. The Team wants to use many of the same picklist fields that are already defined, but needs unique picklist values. What feature allows an administrator to maintain the same field for two different teams?

Record Types

Ursa Major Solar has a sales team focused on renewals. The team uses many of the same Opportunity fields as other teams, but needs differennt Stage values.

What should the administrator update to support this requirement?

Stage Selected Values in the Sales Processes

Ursa Major Solar 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.

What two actions should the administrator take to allow these users to bypass choosing a record type?

Instruct users to update the Default Record Type in My Settings

Remove Record Types from the users' Profiles.

The customer support team wants to use a different Page Layout when closing a Case.

What method should the administrator use to fulfill this request?

Case Close Page Layout.

Formula Field

A read-only field whose value is evaluated from the formula expression defined by us. You can define formula field on both standard and custom objects. Any change in epression or formula automatically updates the value of the formula field. You can define fomrula field for 7 types:

1 Number

2 Currency

3 Percent

4 Date

5 Date/Time

6 Checkbox

7 Text

Custom Objects

These are the objects created by user according to their need. Each custom object has five standard fields. Objects, having five standard fields, created by users to adress their need

Roll-Up Summary Field

A roll-up summary vield is custom object field that calculates values from related records or the records in a related list. Roll-Up summary field is created to display a value in a master record based on the values of fields in a detail-record. Roll-Up summary can be defined on Master-Detail relationship only.

Lookup Field

Lookup is also a one-to-many relationship, but in this relationship, two objects has no efffect on deletion or security.

Child objects are independent. Child objects have a separate setting. If you delete the parent object, the child object remains in the system.

A child object may or may not have a parent.

Master-Detail

Closely links objects together such that the master record controls certain behaviors of the detail and subdetail record. For example, you can define a two-object master-detail relationship, such as Account - Expense Report, that extends the relationship to subdetail records such as Acccound- Expense Report -Expense Line Item. You can perform operations across the master - detail -subdetail relationship

One-To-Many

Relationship with many child objects but one Parent object, for instance, many metro cities are associated with one country. This kind of relationship is represented in four different forms:

1 Master- detail

2 Lookup (loosely coupled relationship)

3 Self

4 Hierarchical

Security and Access:

The Executive Team at Ursa Major Solar is exploring ways to increase protection of the organization's Salesforce data from unauthorized access. It has been proposed to leverage the Trusted IP Ranges feature.

What is a benefit of entering Trusted IP ranges in the network access section?

A. USERS WHO LOG IN WITHIN THE NETWORK ARE NOT REQUIRED TO VERIFY THEIR IDENTITY

B. ALL ATTEMPTS TO LOG IN FROM OUTSIDE THE NETWORK ARE DENIED

C. USERS ARE UNABLE TO LOG IN THROUGH THE API ON NETWORKS NOT MARKED AS TRUSTED

D. APPEXCHANGE PACKAGES CAN COMMUNICATE WITH AN EXTERNAL SITE.

A. Correct. Users logging in via the company network, a trusted IP range, are not required to verify their identity.

B. Incorrect. Users are still able to log in from addresses outside the Trusted IP Ranges through the activation process.

C. Incorrect. See B.

D. Incorrect. Trusted IP Ranges do not affect AppExchange packages.

Ursa Major Solar uses a hybrid sharing model where contacts and accounts are read only and opportunities and cases are private. The Account Executive (AE) team owns 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. SELECT THE EDIT ALL ASSOCIATED CONTACTS OPTION FOR THE AE ROLE IN THE ROLE HIERARCHY.

C. CREATE A PRIVATE CHATTER GROUP FOR AES AND SUPPORT REPS TO SHARE RELEVANT DATA

D. USE THE MASS TRANSFER TOOL TO TRANSFER OWNERSHIP OF ALL CONTACTS TO THE AES.

A. Incorrect. Account owner privileges do not inherently give edit access to all related records.

B. Correct. The Role Hierarchy menu has a checkbox to allow editing of all associated contacts option.

C. Incorrect. Being part of a private Chatter group does no grant read/write access o objects that are otherwise restricted.

D. Incorrect. AEs need to be able to edit contacts associated to only their accounts, not all accounts.

The password policy in Ursa Major Solar's org shows that the length of time until passwords expire is 60 days. However, sales reps are complaining that their passwords expire every 30 days.

Where should the system administrator change the password expiration period for the sales rep users?

A. INDIVIDUAL USER RECORDS

B. PERMISSION SETS ASSIGNED TO THE USERS

C. PROFILES ASSIGNED TO THE USERS

D. ROLES ASSIGNED TO THE USERS

A. Incorrect. Password expiration is not accessible in a user's individual record.

B. Incorrect. A permission set is a collection of settings and permissions that give users access to various tools and fucntions. Password expiration is not one of those functions.

C. Correc.t Since the issue is affecting users with the same profile, the password expiration should be adjusted for the profile used by the sales reps.

D. Incorrect. Roles affect access on key components such as records and reports, not a setting such as password expiration.

Ursa Major Solar's vice president of global Sales has requested that the sales rep commission report be visible to the executive team.

How should the system administrator provide visibility to the sales rep commission report to the executive team only?

A. SET OPPORTUNITY ORG-WIDE DEFAULT SHARING SETTINGS TO PRIVATE.

B. SAVE THE REPORT IN A FOLDER SHARED WITH THE EXECUTIVE TEAM.

C. NAME THE REPORT "FOR EXECUTIVE TEAM USE ONLY - DO NOT USE."

D. SAVE THE REPORT IN THE MY PERSONAL REPORTS FOLDER.

A. Incorrect. Setting the opportunity object to private makes all opportunity records visible only to record owners and those above them in the role hierarchy. This would have a greater effect on the ord than needed.

B. Correct. Acces to folder contects can be controlled based on roles, permissions, public groups, and license types.

C. Incorrect. While including phrasing "do not use" in the folder name may deter some users, it is not a secure option.

D. Incorrect. As the My Personal Reports folder implies, this reports is inherently visible only to you. So, this doesn't meet the criteria of providing visibility to the Executive team.

How can a system administrator discover who added a field to the account page layout?

Use the Setup Audit Trail

Ursa Major Solar uses a private sharing model for cases. Each product line has several product specialist 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 ses a custom object within the product development team. Product development, executives, and administrators 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 be able to view only the records.

How can the administrator configure the security model to meet these requirements?

Set the organization-wide defaults for the custom object to Public Read Write. Give the Product Development Profile Read, Create and Edit permissions. Give the Executive Profile Read Only permissions for that object.

Ursa Major Solar created a new custom object to track inventory items. The support team cannot see the Inventory object's tab.

What two settings should the system administrator check to find the cause of the problem?

(Choose two answers)

Sopport team profiles

Support team permission sets

Ursa Major Solar has three account record typs: 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.

A system administrator canot share a report folder.

What is a possible reason?

The folder is private

Sharing Rules

Sharing rules give chosen users greater access by making automatic exceptions to your org-wide sharing settings. Use sharing rules to extend sharing access to users in public groups, roles or territories.

Role Hierarchy

Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that sers have to your Salesforce org's data. Roles within the hierarchy affect accesses on key components such as records and reports.

org-Wide Sharing default. OWD

Defines the default access level for an object's records with org-wide sharing settings.

Organization-wide sharing settings can be set separately for custom objects, including assets, campaigns, cases, and accounts and their contracts.

Data Management:

Ursa Major Solar regularly imports accounts from an external order system that has its own ID field for each record.

What should the system administrator do to help prevent duplicates during these imports?

A. IMPORT THE DATA USING THE DATA LOADER.

B. USE THE ID FROM THE ORDER SYSTEM IN PLACE OF THE SALESFORCE ID.

C. CREATE A UNIQUE EXTERNAL ID FIELD ON ACCOUNTS IN SALESFORCE FOR MATCHING.

D. CREATE A FORMULA FIELD THAT IDENTIFIES MATCHES.

A. Incorrec.t Just using the Data Loader to import data does not prevent duplicates.

B. Incorrect. Each record in a Salesforce org requires a unique Salesforce ID. An external ID cannot be used in place of the Salesforce ID.

C. Correct. Creating a unique external ID field on accounts would guarantee no duplicates from an external order system.

D. Incorrect. A formula field only works on data already imported into the org. Since the goal is to prevent data duplication before being imported, the formula field is not an accurate solution

The sales operations team at Ursa Major Solar needs to import and export accounts, contacts, opportunities, and orders.

Which profile permissions do the sales operation team need to be able to perform this task? (Choose two answers.)

A. API enabled

B. Modify all for those objects

C. View all data

D. Weekly Data export

A. Correct. To use the Data Loader for importing and exporting accounts, contacts, opportunities and orders the profile permissions need API enabled.

B. Correct. The Modify All setting on accounts, contacts, opportunities and orders objects means users with this permission can view, edit, delet all records regardless of sharing. This meets the need of importing and exporting on just the stated objects.

C. Incorrect. View all data would give access to more objects than just accounts, contacts, opportunities, and orders.

D. Incorrect. Weekly data export generates backup files of the data on a weekly basis, depending on the edition. This does not meet the stated need of the sales operations team.

The director of operations at Ursa Major Solar has noticed that when sales reps move opportunities to the closed stage, they don't always fill in the product installation date. When the date is not logged, the operations team has to reach out to the sales rep to confirm the installation date. The director of operations has requested that sales reps not be able to close an opportunity without first logging the product installation date.

Which feature allows Ursa Major Solar to require a value in the product installation date, a custom date field, when the opportunity stage changes to Closed?

A. Validation Rule

B. Dependent Picklist

C. Page Layout

D. Record Type

A. Correc.t Validation Rules can be used to make fields conditionally required based on the opportunity stage.

B. Incorrect. A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field. A dependent picklist is not inherently required so would not meet the requirements of the situation.

C. Incorrect. While page layouts can determine which fields are required, they can't be set up to be conditional based on the stage.

D. Incorrect. A record type allows users to select different page layouts and picklist values for different business scenarios, based on their profiles. Record type can not be used to require a date field to be entered when the stage is set to closed.

The VP of marketing at Ursa Major Solar loaded leads into the org and now realizes they need to be deleted. The VP has asked the system administrator to delete them.

Which best practices are recommended prior to mass-deleting records? (Choose two answers.)

A. DOWNLOAD A SETUP AUDIT TRAIL FOR THE LAST SIX MONTHS BEFORE DELETION.

B. SCHEDULE A WEEKLY DATA EXPORT AND DOWNLOAD THE BACKUP ZIP FILES.

C. CREATE A NEW LIST VIEW FOR ALL RECORDS THAT NEED TO BE DELETED.

D. RUN AND EXPORT A REPORT TO ARCHIVE DATA BEFORE DELETION

A. Incorrect. The Setup Audit Trail is a history of the 20 most recent setup changes made to the ord. It's not a data backup.

B. Correct. Scheduling a weekly data export and downloading the backup zip file is a best practice. This is recommended just in case the system administrator accidentally deletes leads beyond the expected.

C. Incorrect. A new list view only creates a new view of the records, not a data management best practice.

D. Correct. Running and exporting a report to archive data before deletion is a best practice. This is recommended just in case the system administrator acc. delets leads beyond the expected.

How long is data stored in the Recycle Bin?

up tp 15 days

Ursa Major Solar has inconsistend ata in its 20,000 exising accounts and asked the system admin to convert all of the standard country fields to ISO codes. Which method should the system admin use?

Mass update addresses

Which set of Salesforce records is exported by choosing the Export All option instead of Export in Data Loader?

Records for a specified object including records in the recycle bin

A system admin uses the Import Wizard to update existing Account records.

Which two values can the Import Wizard use to find matching records?

Account name

Site fields

Which configuration option shows sales reps the fields they must fill in prior to saving an opportunity?

Page Layout required fields.

Lookup Filter

Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields. For example: Restrict the Account Name field on opportunities to allow only active accounts

Data Import Wizard

The Data Import Wizard is a tool to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts. You can import up to 50,000 records at a time

Validation Rules

Validation rules verify that the data a user enters into a records meets the standards you specify before the user can save the record

Data Loader vs. Data Import Wizard

Use Data Loader when:

- you need to load 50,000 to 5,000,000 records. Data loader is supported for loads of up to 5m records

- you want to schedule regular data loads, such as nightly imports.

- you want to export your data for backup purposes

Use Import wizard when:

- youre loading less than 50,000 records

- you want to prevent duplicates by uploading recrods according to account name and site, contact email address, or lead email address

CSV File

A Comma Separated Values (CSV) file is a plain text file that contains a list of data. CSV files are an accepted file format for Data Loader and Data Import Wizard.

Ursa Major Solar has created a new product line of solar panels with a special sales team to sell these products. The sales process for the new line is more complex than the current sales process and requires additional stages to the sales path. How should the system administrator configure Salesforce to ensure only the appropriate stages are visible based on the product line?

A. CREATE A SALES PROCESS AND OPPORTUNITY RECORD TYPE FOR EACH PRODUCT LINE

B. CREATE A VALIDATION RULE TO DISPLAY THE APPROPRIATE STAGES BASED ON PRODUCT LINE

C. CREATE NEW FORECAST CATEGORIES AND ASSIGN THE NEW STAGE PICKLIST VALUES TO THOSE CATEGORIES.

D. CREATE A VALIDATION RULE TO DISPLAY THE APPROPRIATE STAGES BASED ON THE USER'S ROLE.

A. Correct: Two configurations need to be made.

1) Create a new sales process to determine which stages appear for this new product line.

2) Create a new Opportunity record type to display a unique page layout for this new product line.

B. Incorrect: Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. Therefore, a validation rule would not meet the needs of displaying the appropriate stages to the new sales team.

C. Incorrect: A forecast category is the category within the sales cycle to whcih an opportunity is assigned based on its opportunity stage. Creating new forecast categories would not result in the appropriate stages becoming visible for the new sales team.

D. Incorrect. Same as B.

Ursa Major Solar's sales operations director has noticed an increase in sales reps logging opportunities without products. The operations team then has to go back into each opportunity after the fact and add products.

Which configuration change should the system administrator make to help sales reps remember to add products to every opportunity?

A. CREATE A RELATED LIST TO ENABLE THE USER TO VIEW THE RELATED PRODUCTS.

B. ENABLE THE OPPORTUNITY SETTING TO PROMPT USERS TO ADD PRODUCTS TO OPPORTUNITIES.

C. CREATE A WORKFLOW RULE ON THE OPPORTUNITY OBJECT TO ADD A DEFAULT PRODUCT TO OPPORTUNITIES WITH NO PRODUCTS.

D. SET THE ORG-WIDE DEFAULTS FOR PRICE BOOKS TO USE AND PRODUCTS TO READ ONLY.

A. Incorrect. Adding a related list would not necessarily remind sales reps to add products when logging opportunities.

B. Correct: There is a setting that can be toggled on/off to prompt users to add a product to an opportunity.

C. Incorrect. Adding a default product to every opportunity without a product listed would not fix the problem of the sales reps not adding products.

D. Incorrect. Access and visiblity of Price Books and Products would not remind sales reps to add products when logging opportunities.

Ursa Major Solar's newest product line has just been announced. The web form on the Ursa Major Solar website is generating a lot of leads where prospects have indicated interest in particular products. These leads are imported directly into Salesforce automatically.

Which features should the system administrator use to assign ownership of a Lead to the appropriate product team using the custom Lead field Product Interest? (Choose two answers.)

A: Assignment rules

B. Escalation rules

C. Lead TEams

D. Queues

A. Correct. Assignment rules define conditions that determine how leads or cases are processed. in this scenario, when a potential customer indicates interest in a certain product (custom Lead field Product Interest) in the web form, the lead is generated and assigned to the appropriate product team

B: Incorrect. Escalation rules are used to specify the conditions under whcih a case escalates. Leads are not cases, so escalation rules to not apply in this situation.

C. Incorrect. A Lead Team refers to a group of users who can view/access a lead. It does not assign ownership as requested.

D. Correct. Queues prioritize, distribute, and assign records to teams who share workloads.

In this scenario, it's indicated that the lead needs to be assigned to the appropriate product teams, so queues are needed.

A sales rep for Ursa Major Solar is working with a potential customer who cannot open email attachments per company IT restrictions.

How should this sales rep send the product data sheet to a prospect without attaching the document to an email?

A. COPY AND PASTE THE DATA SHEET CONTENT AND CREATE A CUSTOM PAGE WITHIN THE CUSTOMER COMMUNITY.

B. UPLOAD THE DATA SHEET TO A LIBRARY AND CREATE/SEND A CONTENT PACK TO THE PROSPECT.

C. ATTACH THE DATA SHEET TO A NOTES AND ATTACHMENT RELATED LIST AND EMAIL THE LINK TO THE PROSPECT.

D. ASSIGN THE PROSPECT AS A CAMPAIGN MEMBER TO THE PRODUCT DATA SHEET CAMPAIGN RECORD.

A. Incorrect. This solution is inefficient and not a secure way of sharing information with an individual prospect.

B. Correct. The recipient of a content delivery such as a content pack, can click a single URL to open a preview player with wich the can preview and download the content.

Additionall, the sender can view tracking information to see how often then content pack was viewed and which documents were downloaded.

C. Incorrect. A prospect does not have access to the Notes and Attachement related list in the Ursa Major Solar Salesforce org

D. Incorrect. A campaign is an outbound marketing project that's planned, managed and tracked within Salesforce. This isn't the appropriate toolt to use for a one-time delivery of a product data sheet.

Custom fields in the Lead object can be mapped to what two types of fields?

Custom opportunity

Custom account

Ursa Major Solar has an inside sales team that sells only warranty renewals, and an outside sales team that sells only products. Each type of sale captures different information and has a different sales cycle.

How should the system administrator configure Salesforce to meet the requierements?

Create a page layout, sales process, and record type for each type of sale.

Ursa Major Solar offers a variety of products that are comparable to products from other companies. Sales reps request a method to track product strengths and weaknesses compared to those offered by other vendors.

What should the system administrator implement?

Competitors on the opportunity page layout

Ursa Major Solar wants the sales team to access information about Closed Won opportunities with a common competitor for all pending big deals.

What set of features should the system adminisitrator implement?

Competitiors and Similiar Opportunities

How should they system adminisitrator implement biweekly notifications for sales reps that include opportunities that need attention based on the opportunitey owner's last login, past due opportunities, and all opportunities that have not been updated in the last 30 days?

Create opportunity update reminders

Ursa Major Solar sells through many different reseller networks. Each reseller's deals are tracked on separate opportunities. The sales manager is concerned that the pipeline report is not accurate due to multiple opportunities for the same end customer.

How should the sales process be modified to ensure the opportunities are not double-counted in the pipelin?

Change forecast category to Omitted on the duplicate opportunities.

What two objects can be related to campaign members?

Leads

Contacts

How can multiple Campaign records be associated with a single opportunity?

Campaign Influence

What feature trakcs how often a file is viewed?

Content Deliveries

What two related lists should be added to the opportunity page layout to track how campaigns contribute to the overall pipelein. (Choose two answers)

Campaign Influence

Contact roles

The customer support manager at Ursa Major Solar has received feedback from customers that they're not being notified when Ursa Major Solar's support reps add comments to their support case. The customer support manager needs a way to automatically email the customer when her team adds a comment to a case.

How should the system administrator configure the Salesforce org for an email to be automatically 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. Correct. Enabling the case comment notification to contacts feature allows a customer to be notified whena comment is added to their support case.

B. Incorrect. The customer may not necessarily have access to the case Chatter feed

C. Incorrect. Assignment rules define the conditions that determine how leads or cases are processed, not the configuration of notifications.

D. Incorrect. A customer should not be set as the automated case user. The automated case user is the user who is listed in the case histor for all automated case actions in Salesforce.

Ursa Major Solar provides various levels of customer support based on the terms of the customer's support level agreement. The VP of support wants an automated way to notify the support team when an unresolved case may violate the support level agreement.

Which feature should be used to alert support managers when a case is in jeopardy of violating the customer's support level agreement?

A. Case Queues

B. Auto Response Rules

C. Escalation Rules

D. Case Assignment rules

A. Incorrect. Case Queues prioritize, distribute and assign records to teames who share workloads. However, just placing a case in a queue does not alert a support manager that a case is in jeopardy.

B. Incorrect. Auto-Response rules send automatic email responses to lead or case submissions based on the record's attributes. For example. set up an auto-response rule to send quick replies to customers to let them know someone at your company recieved their inquiry or details about their issue.

C. Correct. Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry.

D. Incorrect. Case assignment rules deinfe conditions that determine how leads or cases are processed. However, as soon as a match is found, Salesforce processes the item and stops evaluating the rule entries for that item.

Ursa Major Solar has noticed an uptick in support cases that could be resolved easily if the customers had access to the proper documentation. So, Ursa Major Solar wants to create a knowledge base where articles can be classified into categories.

What are two benefits of using Data Categories with Salesforce Knowledge? (Choose two answers.)

A. ARTICLE OWNERS CAN TRACK VIEWS.

B. ARTICLES CAN BE CLASSIFIED INTO GROUPS.

C. ARTICLE ACCESS CAN BE CONTROLLED.

D. ARTICLES CAN BE REFERENCED IN CHATTER POSTS.

A. Incorrect. The use of Data Categories does not affect whether article owners can track article views.

B. Correct. Data Categories with Salesforce Knowledge allows articles to be classified into groups, which makes the articles easier to find.

C. Correct. Data Categories with Salesforce Knowledge allows controlled article access. For example, US users could be limited to knowledge articles specific to US products, while European users have access only to knowledge articles regarding products exclusive to Europe.

D. Incorrect. Data Categories do not affect if articles can be posted to Chatter.

Ursa Major Solar is looking to reduce support costs by allowing customers to work together to answer one another's questions and solve problems

Which feature should a Salesforce administrator use to allow its customers to interact with each other and share best practices?

A. Communities

B. Campaigns

C. Omni-Channel

D. Mass Emails

A. Correct. COmmunities are a great way to share information and collaborate with people who are key to your business processes, such as customers, partners, or employees. This also includes collaboration between customers.

B. Incorrect. A campaign is an outbound marketing project that you plan, manage, and track within Salesforce.

C. Incorret. Omni-Channel routes are any type of incoming work item to the most qualified, available support agents iny your call center. It's not a collaboration tool between customers.

D. Incorrect. Mass Emails don't allow customers to interact with each other to share best practices.

Whan configuration action should be performed to ensure every case gets assidned to a valid Owner?

Define the Default Case Owner in Support Settings.

Support reps at Ursa MAjor Solar want the same technical engineer group to be associated with each new case.

What should a system administrator define to implement this requirement.

A case assignment rule to associate the case team

What is a potential benefit of using Suggested Solutions?

Reduced support costs.

What Salesforce feature should a company implement to provide a method for its resellers to track their leads and opportunities?

Lightning Partner Community

A system admin enables Case Feed Actions and Feed Items in Support Settings.

With the appropriate profile permissions enabled, what change will users see?

Cases will use feed layouts rather than standard page layouts.

Ursa Major Solar wants unternal support requests to be directed to any of the IT reps. They want external suppor trequests to be directed to customer support reps based on contact's location.

What should the system admin use to set this up?

Assignment Rules and

Queues

Web-to-case

Gather customer support requests directly from your company's website and automatically generate new cases with web to case.

Salesforce Communities

Salesforce Communities provide a way for employees, customers, and partners to connect in one place. Companies can collaborate and communicate outside of the company with people who are key to the business.

Assignment RUles

Define conditions that determine how leads or cases are processed.

Auto-Response Rules

Send automatic email responses to lead or case submissions based on record's attributes

Salesforce Knowledge

Salesforce Knowledge lets you create and manage a knowledge base with your company information and secuerly share it when and where it's needed

Case Escalation Rules

Escalation Rules automatically escalate cases when the case meets the criteria defined in the rule entry.

The sales director at Ursa Major Solar has a team of 50 sales reps located around the world. The sales director's team uses the calendar feature in Salesforce so she can access the team's busy schedule. However, members of the team log their all-day events differently and the sales director wants some uniformity.

How should a sales rep create an all-day event in Salesforce?

A. 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.

C. ENSURE THE EVENT IS SCHEDULED FOR TIMES WITHIN THE START AND END OF DAY HOURS.

D. ASK THE SYSTEM ADMINISTRATOR TO CHECK ALL-DAY EVENTS IN THE ACTIVITY SETTINGS

A. Incorrect. Tasks within Salesforce are used mostly as to-dos or reminders. Tasks should not be used in place of events.

B. Correct. Using all-day event checkbox is the most efficient way to log an all-day event. This avoids the office houres discrepanxies of sales reps across multiple time zones

C. Incorrect. Start and End of Day hours differ among the sales director's international team, so this is not a consistent option.

D. Incorrect. This option is inefficient as the system administrator shouldn't have to fix each sales rep's event.

Ursa Major Solar is implementing Salesforce within its organization. All users at Ursa Major Solar have been loaded into the system, but a small group of users have been identified to be the test users before full company adoption. These test users provide feedback via Chatter to ensure all features and tools are adjusted to work for the company-wide deployment.

Which actions allow the system administrator to limit Chatter access during rollout to a subset of Salesforce users? (Choose two answers.)

A. CREATE A PERMISSION SET WITH THE ENABLE CHATTER PERMISSION FOR THE SUBSET OF USERS.

B. ADD THE SUBSET OF USERS TO THE COMPANY-WIDE CHATTER GROUP.

C. EDIT A PROFILE TO ENABLE CHATTER FOR THE SUBSET OF USERS.

D. CREATE AN EMAIL INVITATION FOR THE SUBSET OF USERS.

A. Correct. A pernission set is a collection of settings and permissions that give users access to various tools and fucntions, such as Chatter.

B. Incorrect. Adding a subset of users to the company-wide Chatter group does not limit access to CHatter to just the needed subset of users.

C. Correct. Profiles define how users can access objects and data, and what they can do wtihtin the application. When users are created, they're assidned a profile. In this situation, customizing the profile settings of the subset of users can limit Chatter acces to just the specified subset of users.

D. Incorrect. An email invitation is not a way to limit Chatter access it does not limit other users from accessing Chatter.

How should a Chatter user a message to another Chatter user that cannot be viewed by anyone else?

Post a private mesage to the recipient

Activities

Activities are records of the interactions your organization has with records such as your accounts, contacts, and opportunities. They can be either taks or events.

Chatter Groups Features

Users in a Chatter Group can:

- Collaborate in a private, public or unlisted group

- Use Announcements for important messages

-Post Updates, files and links

- Include customers in private groups

As Salesforce adoption has increased throughout Ursa Major Solar, the sales reps need access to the Salesforce mobile app while on the road. However, the Salesforce mobile app needs to be customized to fit their needs.

Which functions can be customized for the Salesforce mobile app? (Choose two answers.)

A. Field Permissions

B. Navigation Menu Content

C. Custom Objects

D. Object compact layout

A. Incorrect. Field security can not be customized exclusively for the Salesforce mobile app. The same field permisisions on the desktop version are reflected on the mobile app.

B. Correct. The navigation menu can be customized for the Salesforce mobile app.

C. Incorrect. Custom objects can not be customized exclusively for the Salesforce mobile app. Custom objects have the same read/write access on the desktop version as they do on the mobile app.

D. Correct. Object compact layout can be customized for the Salesforce mobile app.

Ursa Major Solar uses Outlook for its email needs. As Ursa Major Solar has begun to implement Salesforce, sales reps are concerned that Salesforce won't integrate with Outlook and they'll be forced to change email providers (which they don't want to do).

What can the system administrator synchronize between Salesforce and Outlook using Lightning for Outlook?

A. Accounts

B. Events.

C. Tasks

D. Notes

A. Incorrect. Account information can be accessed via LIghtning for Outlook but Account information is not synchronized (downloaded) from Salesforce to Outlook

B. Correct. Events in Salesforce can be synchronized between Salesforce and Outlook.

C. Incorrect. Tasks are not synchronized between Salesforce and Outlook.

D. Incorrect. Notes are not synchronized.

What option can be added to Outlook Publisher Layouts?

Quick Actions

Lightning for Outlook

Lightning for Outlook can link emails in Microsoft Outlook to contacts, leads, accounts, opportunities, and cases in Salesforce. It can also relate events to records within Salesforce.

Salesforce Mobile App

The Salesforce app gives you access to the same information you see on your computer, but organized for getting work done while away from the office.

A sales manager at Ursa Major Solar wants a team of sales reps to know how many open opportunities they have at any given time.

How should an administrator configure a report for each sales rep to see their own open opportunities?

A. CREATE A REPORTING SNAPSHOT GROUPED BY SALES REP.

B. CREATE A REPORT WITH A CROSS FILTER BY MY OPPORTUNITIES.

C. CREATE A REPORT FILTERED BY MY OPPORTUNITIES

D. CREATE A REPORT SCHEDULE FOR EACH SALES REP.

A. Incorrect. This does not show a sales rep, just their own open opportunities

B. Incorrect. Cross filters are used in reports to filter for cross object fields.

C. Correct. This report shows a sales rep their own open opportunities.

D. Incorrect. A schedule doesn't create a report that allows each sales rep to see their own open opportunities.

Which three report charts show how many leads are in the marketing pipeline based on lead status and what percent each lead status represents? (Choose three answers.)

A. Grouped Bar Chart

B. Pie Chart

C Donut Chart

D. Funnel Chart

A. Incorrect. A grouped bar chard shows sliced, individual lead information.

B. Correct. A pie chart shows the number of leads and the percentage of leads as part of the whole.

C. Correct. A Donut chart shows the same as B.

D. Correct. A funnel chart shows the same as B.

A finance user with the View All Data permission enabled sees no opportunities when opening a sales pipeline report. However, a sales rep sees opportunities as expected. Opportunities should be visible to only those with permission.

Which two actions should the administrator perform to ensure that the finance user sees opportunities in the pipeline report? (Choose two answers.)

A. SELECT SAVE HIERARCHY LEVEL ON THE PIPELINE REPORT.

B. CREATE A NEW REPORT FORMULA ON THE PIPELINE REPORT.

C. UPDATE THE REPORT FILTER TO SHOW ALL OPPORTUNITIES.

D. CHANGE THE ORG-WIDE OPPORTUNITY SHARING DEFAULT TO PUBLIC READ.

A. Correct. The Save Hierarchy Level checkbox being selected ensures that the hierarchy level that was used when creating a report stays intact. So if the finance user had permission to see reports originally, the same applies when any subsequent report is created.

B. Incorrect. Creating a formula does not change which opportunities are visible.

C. Correct. Using a filter to show all opportunities allows users with the View All Data Permission enabled to see all of the opportunities on the report.

D. Incorrect. This would allow everyone in the organization to see opportunities.

What should an administrator configure to provide each sales rep a dashboard that shows their current Opportunity pipeline?

A. SET A DASHBOARD FILTER TO THE CURRENT USER.

B. CREATE A DASHBOARD FOLDER FOR EACH USER.

C. FILTER THE DASHBOARD WITH A DYNAMIC VIEW SET TO THE VP OF SALES.

D. SET THE DASHBOARD RUNNING USER TO "THE DASHBOARD VIEWER."

A. Incorrect. Setting the dashboard filter to the current user would only show opportunities for that user, no the user running the dashboard.

B. Incorrect. Creating a dashboard folder for each user would not filter the dashboard for users. A dashboard folder is for storing dashboards, limiting visibility to the dashboards in the folder

C. Incorrect. Dynamic dashboards are limited. The View Dashboard As Options are:

- me

- another person

- Dashboard viewer

D. Correct. This ensures that the dashboard shows data relevant to only the user viewing it.

A sales user wants to add components to their dashboard.

What is the maximum number of components that can be added to a single dashboard?

A. 3

B. 15

C. 20

D 50

A. Incorrect. Each dashboard can have up to 20 compontents. Each report can have up to 3 cross filters

B. Incorrect. Each dashboard can have up to 20 compontents

C. Correct.

D. Incorrect. Each dashboard can have up to 20 comoponents. A dashboard filter can have up to 50 values.

What should the system administrator do when users are unable to find a custom report type?

A. MAKE SURE THE NEW REPORT TYPE IS DEPLOYED.

B. MAKE SURE THE USER PROFILE INCLUDES THE REPORT TYPE.

C. ADD THE NEW REPORT TYPE TO THE RELATED OBJECTS.

D. ADD A BUTTON FOR THE NEW REPORT TYPE TO THE REPORT BUILDER

A. Correct. Users are not able to access a custom report type if it hasn't been deployeed.

B. Incorrec.t Access to objects is controlloed by profiles not based on report type.

C. Incorrect. Report typres are created for the objrect that is reported on.

D. Incorrect. Report typres are part of the Report Builder when deployed.

Ursa Major Solar uses a private data access model. Product managers and sales representatives are in different branches of the role hierarchy.

What should an administrator do to ensure that product managers can report on opportunities in their product line?

A. CREATE A SHARING RULE BASED ON CRITERIA.

B. SAVE ALL OPPORTUNITY REPORTS IN A PUBLIC FOLDER.

C. MOVE ALL PRODUCT MANAGERS TO A ROLE BELOW THE SALES REPRESENTATIVES.

D. CREATE A NEW ROLE FOR PRODUCT MANAGERS AND SALES REPRESENTATIVES.

A. Correct. Criteria-based sharing rules determine what records to share based on field values other than ownership.

B. Incorrect. Saving reports in a public folder will give access to everyone.

C. Incorrect. If product managers are in a role below sales representatives, they will not be able to see the reports. Product managers would have to be in a role aove the sales representatives according to the role hierarchy.

D. Incorrect. Creating a new role would further separate role hierarchy. The product managers and sales reps would not need to be combined or branched off.

What report should an administrator use to display the number of contacts related to an account?

Summary report with a report formula

What are the three reports that can be used to display a list of the top 10 accounts on a dashboard

Tabular report with Rows to Display set to 10

Summary report with a chart

Summary report without a chart

What should an administrator do to organize the fields available on a report?

Create a custom report type

Tabular Report

This report is the simplest and fastest way to look at data. Similar to spreadsheets, it consists simply of an ordered set of fields in columns, with each matching record listed in a row. Use this report type for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited.

Examples inlcude contact mailing lists and activity reports.

Summary Report

This report is similar to a tabular report, but allows users also to group rows of data, view subtotals, and create charts. It can be used as the srource report for dashboard compontents. Use this type of report to show subtotals based on the value of a particular field, or when you want to create a hierarchical list, such as all opportunities for your team, subtotal by Stage and Owner

Matrix Report

Matrix Reports allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type of report for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by ddate and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.

Report Type

Two kinds of report types:

Standard report

Custom report.

Standard report type gives you access to most Salesforce data. For example, the opportunities report type gives you access to opportunity records and fields your report.

Custom report type gives access to custom objects in Salesforce, or custom views of standard objects, wich an admin configures.

Filter Logic

Use filter logic to customize how existing filters apply to a report. Each filter is assigned a number. If you'd like your report to return records that meet the criteria of Filter 1 and either Filter 2 or Filter 3, use this filter logic: Filter 1 AND (Filter 2 OR Filter 3). Filter logic requires at least one field.

The administrator at Ursa Major Solar created a process in Process Builder that sends email alerts when a high-priority case is created. A new support engineer who works remotely complains about not receiving the email alerts. All other users receive these email alerts.

How can a Salesforce administrator troubleshoot this issue?

A. VERIFY THE USER'S EMAIL ADDRESS.

B. CHECK THAT THE PROCESS IS ACTIVE.

C. CHECK THAT THE CORRECT EMAIL TEMPLATE IS USED.

D. CHECK THAT THE PROCESS EVALUATION CRITERIA IS CORRECT.

A. Correct. Make sure the user's email address is in that support engineer's user record, and thus recieving the notifications.

B. Incorrect. Others are recieving the email alets, so you know that the process is active.

C. Incorrect. Others are recieving the correct email from the email alerts, so you know the correct email template is used.

D. Incorrect. Others are receiving the email,so you know the process evaluation criteria is correct when the process is being triggered.

Ursa Major Solar created an action that sends a follow-up email to the customer two days after a case is closed. The administrator wants to verify that the process functions correctly.

Which queue should the administrator view to monitor pending actions?

A. OUTBOUND MESSAGING DELIVERY QUEUE

B. MASS EMAIL QUEUE

C. PROCESS ACTION QUEUE

D. BACKGROUND JOBS QUEUE

A. Incorrect. Outbound Messaging Delivery Queue shows the messages that have already been sent and delivered.

B. Incorrect. The Mass Email Queue shows only the mass emails that are sent out.

C. Correct. The Process Action Queue shows process actions, and the administrator would be able to monitor pending process actions in this queue.

D. Incorrect. Time-based actions do not show in the Background Jobs Queue.

Background jobs, such as when a parallel sharing recalculation is running, are monitored here

Ursa Major Solar has an auto-response rule to send emails when a customer submits a new case, and an assignment rule to determine case ownership for new cases. In addition, the case object has validation rules to ensure that each case includes values for all fields needed by its owner to resolve the case.

In which order does Salesforce process the immediate actions associated with workflow rules and related business automations for a newly created record?

A. ESCALATION RULES, VALIDATION RULES, WORKFLOW RULES, AUTORESPONSE RULES, ASSIGNMENT RULES

B. VALIDATION RULES, ASSIGNMENT RULES, AUTO-RESPONSE RULES, WORKFLOW RULES, ESCALATION RULES

C. WORKFLOW RULES, VALIDATION RULES, ASSIGNMENT RULES, ESCALATION RULES, AUTO-RESPONSE RULES

D. VALIDATION RULES, ESCALATION RULES, ASSIGNMENT RULES, AUTORESPONSE RULES, WORKFLOW RULES

A. Incorrect. Validation rules are evaluated before escalation rules, and auto-response rules are evaluated before workflow rules.

B. Correct. This is the correct order of evaluation.

C. Incorrect. Workflow rules are evaluated after validation rules.

D. Incorrect. Workflow rules are evaluated before escalation rules.

Ursa Major Solar has a team of account managers that requested email alerts anytime an opportunity or case is created on accounts that they own.

What is the minimum number of workflows needed to accomplish this task?

A. ONE WORKFLOW RULE WITH TWO EMAIL ALERTS

B. TWO WORKFLOW RULES WITH ONE EMAIL ALERT EACH

C. NO WORKFLOW RULES, BUT TWO EMAIL ALERTS

D. FOUR WORKFLOW RULES FOR CREATE AND UPDATE ON OPPORTUNITIES AND ACCOUNTS

A. Incorrect. Each workflow rule applies to a single object. In this solution the email alerts would be for the same object.

B. Correct. Each workflow rules applies to a single object. Opportunitiey and/or case would need a separate workflow for each object

C. Incorrect. Email alerts need a workflow to define criteria for the email to be sent.

D. Incorrect. Opportunities and cases are created on accounts by users. The email alerts are to communicate to the account managers that there is a record on their account.

Ursa Major Solar has created an automated approval process to quickly communicate and improve their customer service.

What are two final approval actions in an approval process?

A. CREATE A CHATTER POST.

B. ADD AN EMAIL ALERT.

C. SEND AN OUTBOUND MESSAGE.

D. CALL APEX

A. Incorrect. Posting to Chatter is not a final approval action

B. Correct. This is a final approval action

C. Correct. Sending an outbound message is a final approval action in an approval process.

D. Incorrect. This is not a final approval action.

Ursa Major Solar wants to assign a task automatically to account managers when a customer's agreement is about to expire.

How should an administrator configure this functionality?

Create a time-based worklow on account with a rule critera of Agreement End Date > TODAY().

An administrator created a workflow rule that snd email alerts whena case with a high priority is created. A new support engineer who works remotely at Ursa Major solar complains about not receiving the email alerts. All other users at Ursa Major Solar receive these email alerts.

How can an administrator troubleshoot this issue?

Verify the user's email address.

Ursa Major Solar wants to create a workflow rule to send an email 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?

Up to 5 additional email addresses can be added to the email alert.

Flow

A flow is an application that can execute logic, interact with the Salesforce database, call Apex classes, and collect data from users.

Quick Action

Quick Actions can be object specific or global actions. Only Create, Update and Log a Call actions are supported. You can also use actions in a process, and can only set values for fields that are part of the action's layout.

Process Trigger

Every Process includes a trigger, which tells the process when to start. How you configure that trigger depends on what type of process you're cteaging - record change, event, invokable.

Approval Process

An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process.

Delete an Approval Process

Before you delete an approval process, make sure it's inactive. Delete the pending approval requests that are associated with it, and remove them from the recycle bin.

Acticate an Approval Process

An approval process mus have at least one step before you can activate it.

After an approval process is activated, you can't add, delete, or change the order of the steps, or change its reject or skip behavior, even if the process is inactive.

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