Admin Exam 1 y 2

Ursa Major Solar wants to automatically notify a manager about any cases awaiting a response from an agent for more than 2 hours after case creation. Which feature should an administrator use to fulfill this requirement?. Assignment rule. Case Escalation Rule. Omni-channel supervisor. Formula field.

When a Sales rep clicks a button on an opportunity, a simple discount calculator screen should be launched. Which automation tool should an administrator use to build this discount calculator screen?. Flow Builder. Workflow rule. Platform event. Process Builder.

Northern trail Outfitter wants to use contract hierarchy in its or to display contact association. What should the administrator take into consideration regarding the contact hierarchy?. Customizing hierarchy columns changes the recently viewed Contacts list view. Contacts displays in the contact hierarchy are limited to record-level access by User. Contact Hierarchy is limited to only 3,000 contacts at one time. Sharing setting are ignored by contacts displayed in the Contact Hierarchy.

An administrator has assigned a permission set group with the two-factor authentication for User Interface Logins permissions and the two-factor authentication for API Logins permission to a group of users. Which two prompts will happen when one of the users attempts to log in to Data Loader? Choose 2 answers. Users need to connect an authenticator app to their Salesforce account. Users need to get a security token from a trusted network using Reset My Security Token. Users need to download and install an authenticator app on their mobile device. Users need to enter a verification code from email or SMS, whichever has higher priority.

An administrator at Universal Containers needs a simple way to trigger an alert to the director of sales when opportunities reach an amount of $500,000. What should the administrator configure to meet this requirement?. Set up Big Deal Alerts for the amount. Enable Opportunity Update Reminders. Opportunity warning in Kanban View. Key Deals component on the homepage.

Cloud Kicks has a Customer success agent going on leave and needs to change ownership on multiple cases. Which two users are able to fulfill this request? Choose 2 answers. A user with Read Permission on account. A user with manager role above the agent. A user with the System Administrator profile. A user with the Manage Cases Permission.

When a cloud kicks Opportunity closes, the company would like to automatically create a renewal opportunity. Which two automation tools should an administrator use to accomplish this request? Choose 2 answers. Approval Process. Flow Builder. WorkFlow Rule. Process Builder.

Cloud kicks has the organization-wide sharing default set to private on the shoe object. The sales manager should be able to view a report containing shoe records for all of the sales reps on their team. Which 3 items should the administrator configure to provide appropriate access to the report? Choose 3 answers. Custom report type. Folder access. Report subscription. Field level security.

Ursa Solar Major is evaluating Salesforce for its service team and would like to know what objects were available out of the box. Which three of the standard objects are available to an administrator considering a support use case? Choose 3 answers. Contract. Case. Ticket. Request. Account.

Users at Dreamhouse Reality are only allowed to see opportunities they own. Leadership wants an enterprise- wide dashboard of all open opportunities in the pipeline so that users can see how the company is performing at any point in time. How should an administrator create the dashboard without changing any sharing setting?. Update the dashboard to folder settings to manager for the sales reps role. Add a filter to the dashboard to filter the opportunities by owner role. Build individual dashboards for profiles that need to see the enterprise results. Create a dashboard with the running User set as someone who can see all Opportunities.

An Administrator wants to trigger a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer. which two automation tools should the administrator use? Choose 2 answers. Process builder. Workflow rule. Field update. Outbound message.

The Sales director at Cloud Kicks wants to be able to predict upcoming revenue in the next several fiscal quarters so they can set goals and benchmark how reps are performing. Which two features should the administrator configure? Choose 2 answers. Sales Quotes. Opportunity List View. Forecasting. Opportunity Stages.

Which three aspects of standard fields should an administrator customize? Choose 3 answers. Picklist Values. Help Text. Field history tracking. Decimal Places. Field name.

Sales and Customer Care at Ursa Major Solar need to see different fields on the Case related list from the Account record. Sales users want to see Case created date and status while Customer Care would like to see owner, status, and contact. What should the administrator use to achieve this?. Related Lookup Filters. Compact Layout Editor. Page Layout editor. Search Layout Editor.

Universal Containers (UC) would like to count the number of open cases associated with each account and update the account with this value every Friday evening. UC has several hundred open cases at any given time. What should the administrator use to complete this request?. Use a record trigger flow. Use a scheduled process builder. Use a Roll-Up summary. Use a scheduled flow.

Ursa Major Solar uses Opportunity to track sales of solar energy products. The company has two separate sales teams that focus on different energy markets. The Services team also wants to use Opportunity to track installation. All three teams will need to use different fields and stages. How Should the administrator configure this requirement?. Create three sales processes. Create three record types and one page layout. Create one sales process. Create three record types and three page layouts. Create three sales processes. Create three record types and three page layouts. Create one sales process. Create one record type and three page layouts.

At cloud kicks sales reps use discounts on the opportunity record to help win sales on products. When an opportunity is won, they then have to manually apply the discount up the related opportunity products. The sales manager has asked if three is a way to automate this time consuming task. What should the administrator use to deliver this requirement?. Flow Builder. Approval Process. Prebuild Macro. Formula field.

The administrator at Cloud Kicks has a Custom picklist field on Lead, Which is missing on the Contact when leads are converted. Which two items should the administrator do to make sure these values are populated? Choose 2 answers. Create a custom picklist field on Contact. Update the picklist value with a validation rule. Map the picklist field on the Lead to the Contact. Set the picklist field to be required on the Lead Object.

Which two solutions could an administrator find on the AppExchange to enhance their organization? Choose 2 answers. Communities. Consultants. Components. Customers.

Users at Cloud Kicks want to be able to create a task that will repeat every two weeks. What should an administrator do to meet the requirement?. Enable Creation of Recurring Tasks. Flow to create recurring tasks. Workflow rule to create recurring tasks. Turn on Recurring Activities.

New Leads needs to be routed to the correct sales person based on the lead address. How should the administrator configure this requirement?. Create formula field. Use lead assignment rules. Assign with an escalation rule. Configure a validation rule.

Sales raps at Ursa Solar are having difficulty managing deals. The leadership team has asked the administrator to help sales reps prioritize and close more deals. What should the administrator and close more deals?. Einstein Lead Scoring. Einstein Search Personalization. Einstein Activity Capture. Einstein Opportunity Scoring.

DreamHouse Reality needs to use consistent picklist value on a category filed on accounts and cases, with value respective to record types. Which two features should the administrator use to fulfill this requirement? Choose 2 Answers. Dependent Picklist. Global Picklist. Multi-Select Picklist. Custom Picklist.

The administrator at Ursa Major Solar has Created a new record type for customer warranty cases which two assignments should the administrator use to display the new record type to users?. Role Assignment. Page layout Assignment. App Manager Assignment. Profile Assignment.

The Administrator at Cloud Kicks need to automatically route support cases, regardless of how they are created, to a queue based on case priority. What tool should the administrator use?. Email-to-Case. Assignment Rules. Auto-Response Rules. Web-to-case.

The Call centre manager in Ursa Major Solar wants to provide agents with a case dashboard that can be drilled down by case origin, status and owner. What should an Administrator add to the dashboard to fulfil the request?. Dashboard Filter. Bucket column. Dashboard component. Combination Chart.

An administrator gets a rush request from Human Resources to remove a user's access to Salesforce Immediately. The user is part of a hierarchy field called Direct Manager. What should the administrator do to fulfil the request?. Freeze the user to prevent them from logging in while removing them from being referenced in the Direct Manager field. Deactivate the user and delete any records where they are referenced in the Direct Manager field. Change the user's profile to read-only while removing them from being referenced in the Direct Manager Field. Delete the user and leave all records where they referenced in the Direct Manager Field without changes.

The Human resources department at Northern Trail outfitters wants employees to provide feedback about the manager using a custom object in Salesforce. It is important that managers are unable to see the feedback records from their staff. How should an administrator configure the custom object to meet this requirement?. Uncheck grant access using Hierarchies. Define a criteria-based sharing rules. Set the default external access to private. Configure an owner-based sharing rules.

Sales Users at Cloud Kicks are requesting that the data in the industry field on the Account object displays on the Opportunity page layout. Which type of the field should an administrator create to accomplish this?. Custom Account Field. Standard Account Field. Cross Object Formula Field. Master detail relationship Field.

At Universal Containers, there is a custom field on the Lead named Product Category. Management wants this information to be part of the Opportunity upon lead conversion. What action should the administrator take to satisfy the request?. Map the lead custom field to the product's product category field. Create a workflow to update Opportunity fields based on the lead. Create a custom field on the Opportunity and map the two fields. Configure the product categories picklist field on the product.

Northern Trail Outfitters has asked an administrator to ensure that when a contact with a title of CEO is created, the contact's account record gets updated with the CEO's name. Which feature should an administrator use to implement this request?. Quick Action. Workflow Rule. Process Builder. Validation Rule.

Northern Trail Outfitters wants emails received from customers to generate cases automatically. How should the administrator ensure that the emails are sent to the correct queue?. Utilize a flow to identify the correct queue and assign the case. Use a custom email services to set the owner of the case upon creation. Create an Escalation Rules to send cases to the correct queue. Configure Email-to-Case so emails are delivered to the correct queue.

Sales reps at Ursa Major Solar are having difficulty managing deals. The leadership team has asked administrator to help sales reps prioritize and close more deals. the administrator configure to help with these issues?. Einstein Activity Capture. Einstein Opportunity Scoring. Einstein Search Personalization Einstein Lead Scoring.

Cloud Kicks needs to change the owner of a case when it has been open for more than 7 days. How should the administrator complete this requirement?. Auto - Response Rules. Validation Rule. Escalation Rule. Assignment Rule.

The sales manager at cloud Kicks approves time off for their employees. They asked the administrator to ensure these requests are seen and responded to by a backup manager while the sales manager is out on vacation. What should administrator use to fulfill the requirement?. Delegated approver. Two step Approval process. Approval history related list. Delegated Administrator.

What are three Setting an administrator should configure to make it easy for approvers to respond to approval requests? Choose 3 Answers. Update the organizations chatter setting to allow approvals. Enable the organizations Email approval response setting. Specify initial submission actions within the approval process. Add the Items to approve component to the approvers home page. Create a flow to automatically approve all records.

Northern Trail Outfitters wants to encourage employees to choose secure 0,6 / 1 punto and appropriate passwords for their Salesforce accounts. Which three password policies should an administrator configure? Choose 3 answers. Maximum invalid login attempts. Prohibited password values. Require use of Password Manager App. Password complexity requirements. Number of days until expiration.

The administrator at Clod Kicks updated the custom object Event to include a lookup field to the primary contact for the event. When running an event report, They want to reference fields from the associated contact record. What should the administrator do to pull contact fields into the Custom report?. Configure formula fields on event to populate contact information. Edit the custom Event report type and add fields related via lookup. Create a new report type with event as the primary object and Contact as a related object. Use a dashboard with filters to show Event and Contact data as requested.

A user at Universal Containers left the company. The administrator needs to create new user for their replacement, but they have assigned all available users licenses. What should the administrator do to free up users licenses for the new users?. Deactivate the former employees user record. Delete former employees user record. Freeze former employees user record. Change the formers users record to the new user.

Cloud Kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted, and there can be multiple designs for one product across various stages. Which two steps should the administrator configure to meet this requirement? Choose 2 answers. Add a custom master-detail field for shoe designs on the Product object,. Create a custom object for shoe designs. Use the standard object for designs. Configure a custom lookup field for shoe designs on the Product object.

Cloud Kicks wants to try out an app from the AppExchange to ensure that the app meets its needs. Which two options should the administrator suggest? Choose two answers. Test Drive in a production org. Download into a Trailhead Playground. Install in a sandbox. Check edition compatibility.

The sales team at Ursa Major Solar has asked the administrator to automate an outbound message. What should the administrator utilize to satisfy the request?. Process builder. Task assignment. Workflow rule. Flow builder.

Universal Containers has two sales teams, Sales team A and Sales team B. Each team has their own role in the role hierarchy. Both roles are subordinates of the same Manager role. How Should the administrator share records owned by sales team A with Sales team B?. Hierarchical sharing. Use Manual sharing. Criteria based sharing. Owner based sharing.

A user at Cloud Kicks is having issues logging in to Salesforce. The user asks the administrator to reset their password. Which two options should the administrator consider when resetting the user's password? Choose 2 answers. Resetting the password will change the user's password policy. Single sign-on users can reset their own passwords using the forgot password link. Resetting a locked-out user's password automatically unlocks the user's account. After resetting a password, the user may be required to activate their device to successfully log in to Salesforce.

An administrator wants to create a form in Salesforce for users to fill out when they lose a client. Which automation tool supports creating a wizard to accomplish this goal?. Process Builder. Approval Process. Outbound Message. Flow Builder.

Clod Kicks has a screen flow with two questions on the same screen, but only one is necessary at a time. The administrator has been asked to show only the questions that is needed. How should an administrator complete this?. Use a new version of the flow for each scenario. Use a decision element and a new screen to show the proper question. Use a conditional visibility to hide the unnecessary question. Use branching in the flow screen to show the proper scenario.

The administrator at Aw Computing wants Account Details, related list and chatter feeds to each appear on separate tabs when reviewing an account. Which type of page should the administrator create?. Lightning app page. Lightning page Tab. Lightning record page. Lightning page Component.

User at Cloud Kicks want to see information more useful for their role on the Case page. How should an administrator make the pages more dynamic and easier to use?. Add Component visibility filters to the Components. Remove fields from the record details component. Delete the extra component from the page. Include more tab components with filters.

DreamHouse Realty regularly processes customer requests for warranty work and would like to offer customers a self-serve option to generate cases. Which two solutions should an administrator use to meet this request? Choose 2 answers. Web-to-Case. Case Escalation. Case Queues. Email-to-Case.

Custom Formula fields do Not support which of the following functional expression?. Adding multiple records together. If/then/else conditional statements. Clickable image buttons. Combine text strings together.

A service portal user may close their cases using Suggested Solutions in the self service portal. true. false.

All of the following are true about Opportunity Pipeline and Forecast reporting EXCEPT: Pipeline reports may include omitted opportunities from the forecast. Forecasts may be overridden. Pipeline reports may be overridden. Opportunity stages may be used to determine the forecast category of an opportunity.

Default values are available for standard text fields. true. false.

Recent Item and Look up Hover Views use the: Sidebar. Edit Page. List Views. Related Lists.

Name one place where inline Editing is not currently possible. (Choose 2 answers). List views. Related lists. edit page. all of the above.

Searches and Filters that take a long time may be cancelled?. true. false.

What information does the Company Profile Hold?. Language, Locale, and Time Zone. Licenses, Storage and Used Space. Fiscal Year. Forecasting. None of the above.

What information may be updated on the Company Profile?. Language, Locale, and Time Zone. Fiscal Year. Primary Contact and Address Information. Forecasting. All of the above.

Standard Fiscal Years are periods that follow Gregorian calendar, but can start on the first day of any month of the year. true. false.

Custom Fiscal years are for companies that break down their fiscal years, quarters, and weeks in to custom fiscal periods based on their financial planning requirements. true. false.

Forecasting can be used with Custom Fiscal Years. true. false.

Customizable Forecasting must be enabled for use with Custom Fiscal years. true. false.

Where are active currencies located?. Security Control. User record (Personal Setup). Company Profile. None of the above.

All the following are Main Setup areas in Salesforce.com EXCEPT?. Personal Setup. App Setup. Data Setup. Administration Setup.

What does a Profile Control?. Access to Application. Record Type Access. Permissions. Data Visibility. Hours of IP Address.

When are Formula Fields recalculated?. Calculated automatically. Every 15 Minutes. Nightly. After Edits / Save.

For which objects you have business processes?. Lead. Opportunity. Case. Account / Contact. Solutions.

How many fields (columns) can be displayed on a Customizable Related List?. 50. 10. 25. 100.

A check box can be a controlling field in a field dependency: True. false.

You can use a Custom Lookup field to create a relationship between an opportunity and a contact. True. False.

What determines a unique User Record?. User Name. Standard Profile. Custom Profile. User Role.

It is possible for a User to own a record and not see it if they don’t have the Read Permission to the Object. True. False.

What can a Task do that an Email Alert Cannot do? Choose 2 answers. Tasks allow you to track the specific actions you plan to perform or have performed. Email Alerts cannot track specific actions. Email Alerts allow you to track the specific actions you plan to perform or have performed. Tasks cannot track specific actions.

What do you need to specify when you schedule a report?. You need user with Marketing Profile to "Schedule Reports". You need user permission to "Schedule Reports". You need user to have a Manager Role. Click Run Report and choose Schedule Future Runs... from the drop-down button.

In order to Enable Territory Management you should have: Standard profile. Customizable Forecasting. Enable Forecasting. All of the above.

What is a Managed Package?. A managed package is a collection of application components that are posted as a unit on AppExchange. They differ from unmanaged packages in that some components are locked, allowing the managed package to be upgraded later. Allows the system Administrator to modify the application. Managed packages do not include locked components and cannot be upgraded.

Where will a Campaign associated with a Lead be visible? Choose 2 answers. Campaign Related List. Campaign History Report. Lead History Report. Opportunity Related List.

What needs to be specified to schedule a Report?. Objects. Date Range. Location. Frequency.

Which of the following does Salesforce CRM provide for restricting login access to the application? Choose 3 answers. Profile-based IP restrictions. Organization-wide IP restrictions. Profile-based login hour restrictions. Organization-wide login hour restrictions.

Workflow Rules Consist of the following components: Workflow Task. Workflow Outbound Message. Workflow Field Updates. Workflow Actions. Workflow Email Alerts.

Are Tags searchable from standard Search component?. Yes. No.

Recent Items use the?. Edit Pagelayout. Detail Pagelayout. Sidebar. Related List.

_________ are words or short phrases that users can associate with most Salesforce.com records to describe and organize their data in a personalized way?. Views. Tags. Dashboards. Home Pagelayout. Apps.

What happens when a user clicks on the Create New Apps option present in the List of Apps section?. User is taken to a Create new App Page in salesforce.com. User is taken to App Exchange. User is taken to developer.force.com page. None of the above.

__________ are a collection of Force.com components and applications that are made available to other organizations through the AppExchange. Application. Object. Workflow Rules. Packages. Visual Force Page.

You can share the Dashboard components snapshot with everyone in the Company with chatter?. No, we cannot share with the company. No, we cannot share with people who do not have access to the dashbaord. Yes we can share, but only people having access to dashboard will be able to see the data. Yes and everyone will be able to see it regardless of access to dashboard.

Inline Editing is available in visual force pages?. True. False.

Field Sets works on both Standard as well as Custom Objects?. True. False.

Which combination of objects is available when creating a custom report type for Chatter reports?. Opportunities, Followers, User Feed. Accounts, User Feed, Comments. Users, User Feed, Comments. Chatter Groups, Members.

Which of the following settings directly affects Date fields to display as MM/DD/YYYY?. Local. Time Zone. Language. Default Currency.

Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity. Which tool should an administrator use to meet the requirement?. Dynamic forms. Path key fields. Opportunity processes. Workflow rules.

Where do you go to create a List View so that you can see it on the Console, under the Accounts object?. Create a list view on the Console. Create a list view on Accounts. Create a list view on Contacts. Create a field on the Console.

The administrator at Ursa Major Solar imported records into an object by mistake. Which two tools should be used to undo this import? Choose 2 answers. Weekly Data Export. Mass Delete Records. Data Loader. Data Import Wizard.

Cloud kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted, and there can be multiple design for one product across various stages. Which two steps should the administration configure to meet this requirement? Choose 2 answers. Create a Custom Object for shoe design. Configure a Custom Lookup Field for shoe design on the product object. Add a custom master detail field for shoe design on the Product Object. Use the Standard Object for designs.

The VP of sales at Universal Containers wants to prevent members of the sales team from changing an opportunity to a date in the past. What should an administrator configure to meet this requirement?. Assignment Rule. Validation Rule. Field-Level Security. Approval Process.

What are three characteristics of a master-detail relationship? Choose 3 answers. The master object can be a standard or custom object. Permissions for the detail record are set independently of the master. Each object can have up to five master-detail relationships. Roll-up summaries are supported in master-detail relationships. The owner field on the detail records is the owner of the master record.

The marketing director at Northern Trail Outfitters has requested that the budget field is populated in order for the Lead Status field to be marked as qualified. What tool should the administrator use to fulfill this request?. Lead Conversion. Require Field. Workflow Rule. Validation Rule.

Universal Containers has enabled Data Protection and Privacy for its org. Which page layouts will have the Individual field available for tracking data privacy information?. Case and Opportunity. Account and User. Contact, Lead, and Person Account. Individual, User, and Account.

When users log in to Salesforce via the user interface, which two settings does the system check for authentication? Choose 2 answers. he user's Two-Factor Authentication for API Logins permission. The role IP address restrictions. The user's profile login hours restrictions. The user's Two-Factor Authentication for User Interface Logins permission.