salesforce admin by Ha 2

Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and want to share all cross-sell opportunities with a team of subject matter experts in their organization. The company has different roles, and the organization-wide default for Opportunity is set to Private. How should the administrator accomplish this ?. A. Add the subject matter experts to a public group and give them access to the records with a criteria-based sharing rule. B. Change the organization-wide default for Opportunity from Private to Public Read/Write to open up access for the subject matter experts. C. Enable territory management, assign the subject matter experts to the same territory, and give them access to the records with manual sharing. D. Create a new role for the subject matter experts and give them access to the records with an owner-based sharing rule.

Cloud Kicks (CK) needs a new sales application. The administrator there is an application package on the AppExchange and wants to begin testing it in a sandbox to see If it addresses CK's needs. What are two considerations when installing a managed package in a sandbox? Choose 2 answers. A Any metadata changes to the package have to be recreated in production. B The installation link has to be modified to test.salesforce.com. C Install for Admins Only will be the only Install option available. D The package will be removed any time the sandbox is refreshed.

Northern Trail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities. The VP of Sales requested that this information be accessible on the opportunity and available for reporting. Which two options should the administrator configure to meet these requirements? Choose 2 answers. A. Add the Opportunity Contact Role related list to the Opportunity page layout. B. Customize Campaign Member Role. C. Add the Campaign Member related list to the Opportunity page layout. D. Customize Campaign Role. E. Customize Opportunity Contact Role.

DreamHouse Realty (DHR) wants a templated process with a mortgage calculator that generated leads for loans. DHR needs to complete the project within 30 days and has maxed out its budget for the year. Which AppExchange item should help the administrator to meet the reques. A. Lightning Community. B. Bolt Solutions. C. Flow Solutions. D. Lightning Data.

Universal Containers requires a different Lightning page to be displayed when Accounts are viewed in the Sales Console and in the Service Console. How should an administrator meet this requirement?. A. Update page layout assignments. B. Define multiple record types. C. Assign Lightning pages as app default. D. Create different user profiles.

An administrator at Northern Trail Outfitters is creating a validation rule. Which two functions should the administrator use when creating a validation rule? Choose 2 answers. A. Error condition formula. B. Rule active date. C. Error message location. D. Formula return type.

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?. A. Create three sales processes. Create three record types and one page layout. B. Create one sales process. Create three record types and three page layouts. C. Create three sales processes. Create three record types and three page layouts. D. Create one sales process. Create one record type and three page layouts.

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. A. Folder access. B. Field level security. C. Report subscription. D. Custom report type. E. Role Hierarchy.

What data loss considerations should an administrator keep in mind when changing a custom field type from Text to Picklist? Choose 2 answers. A There will be no data loss with use of a global value set. B Assignment and escalation rules may be affected. C Auto updates will be made to Visualforce references to prevent data loss. D Any list view based on the custom field is deleted.

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?. A. Opportunity processes. B. Path key fields. C. Dynamic forms. D. Workflow rules.

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 this requirement?. A. Turn on Recurring Activities. B. Workflow rule to create recurring tasks. C. Enable Creation of Recurring Tasks. D. Flow to create recurring tasks.

Northern Trail Outfitters wants to use Contact Hierarchy in its org to display Contact association. What should the administrator take into consideration regarding the Contact Hierarchy?. A. Contacts displayed in the Contact Hierarchy are limited to record-level access by user. B. Customizing hierarchy columns changes the Recently Viewed Contacts list view. C. Sharing settings are ignored by contacts displayed in the Contact Hierarchy. D. Contact Hierarchy is limited to only display 3,000 contacts at one time.

An administrator has reviewed an upcoming critical update. How should the administrator proceed with activation of the critical update?. A. Activate the critical update in production. B. Activate the critical update in a sandbox. C. Allow the critical update to auto-activate in a sandbox. D. Allow the critical update to auto-activate.

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?. A. Workflow Rule. B. Flow Builder. C. Platform Event. D. Process Builder.

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. A. Opportunity Stages. B. Opportunity List View. C. Forecasting. D. Sales Quotes.

An administrator is building a Lightning app and sees a message that a My Domain must be set up first. What should the administrator take into consideration when enabling My Domain?. A Single sign-on must be disabled prior to implementing My Domain. B The login for all internal and external users changes to the My Domain login. C A deployed My Domain is irreversible and renaming is unavailable. D The URL instance for a My Domain stays the same for every release.

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?. A. Key Deals component on the homepage. B. Opportunity warnings in Kanban View. C. Set up Big Deal Alerts for the amount. D. Enable Opportunity Update Reminders.

At Universal Containers, there is a custom field on the Lead named Product_Category_c. Management would like this information to be part of the opportunity upon lead conversion. What action should the administrator take to satisfy the request?. A. Create a custom field on the Opportunity and map the two fields. B. Crete a workflow to update opportunity fields based on the lead. C. Configure the product categories picklist field on the product. D. Map the lead custom field to the product' product category field.

The CTO of AW Computing has defined a new policy for cases to improve customer satisfaction. All cases submitted with a Case Reason of Installation must be acknowledged immediately via email and assigned to the appropriate agents. Any cases that are still in the New status after 4 hours must be escalated to support management. What case management tools need to be utilized for this requirement?. A. Auto-response rules, Queues, Escalation Rules. B. Auto-response rules, Macros, Entitlements. C. Auto-response rules, Queues, Macros. D. Auto-response rules, Entitlements, Escalation Rules.

A user at Northern Trail Outfitters Is having trouble logging into Salesforce. The user's login history shows that this person has attempted to log in multiple times and has been locked out of the organization. Which two ways should the administrator help the user log into Salesforce?. A. Use the unlock button on the user's record detail page. B. Reset password on the user's record detail page. C. Reset the password policies to allow the user to login. D. Log in as the user to unlock the user and reset the password.

An administrator at Ursa Major Solar just learned about the AppExchange and how helpful it can be to the company's business. Which two actions can be accomplished via the AppExchange? Choose 2 answers. A Find certified developers and consultants. B Download the Dataloader data tool. C Install industry-specific solution templates. D Download standard Lightning components.

Northern Trail Outfitters has the Case object set to private. The support manager raised a concern that reps have a broader view of data than expected and can see all cases on their group's dashboards. What could be causing reps to have inappropriate access to data on dashboards?. A. Public Dashboards. B. Dashboard Subscriptions. C. Dashboard’s running user. D. Dashboard Filters.

Support agents at Cloud Kicks are spending too much time finding resources to solve customer cases. The agents need a more efficient way to find documentation and similar cases from the Case page layout. How should an administrator meet this requirement?. A. Use an interview flow to capture Case details. B. Direct users to Global Search to look for similar cases. C. Configure Knowledge with articles and data categories. D. Create a custom object to capture popular Case resolutions.

The administrator for Cloud Kicks has created a screen flow to help service reps askthe same set of questions when customers call in with Issues. This screen should be visible from cases. How should the screen flow be distributed?. A. Lightning Page. B. Page Layout. C. Home Page. D. Component Filter.

Northern Trail Outfitters wants to initiate expense reports from Salesforce to the external HR system. This process needs to be reviewed by managers and directors. Which two tools should and administrator configure? Choose 2 answers. A. Outbound Message. B. Approval Process. C. Email Alert Action. D. Quick Action.

Users at Cloud Kicks are reporting different options when updating a custom plcklist on the Opportunity object based on the kind of opportunity. Where should an administrator update the option in the picklist?. A. Fields and relationships. B. Related lookup filters. C. PIcklist value sets. D. Record type.

Cloud Kicks generates leads for its different product categories (shoes, apparel, and accessories) through many different sources. While some lead sources are used for all three categories, other lead sources are specific to a single category. The VP of marketing requests that only the proper lead sources be displayed based on the product category chosen. How should the administrator configure Salesforce to meet this requirement?. A. Create a dependency between the Product Category field and Lead Source field. B. Create a page layout for each category and filter the Lead Source field based on category. C. Create a single business process, then create record types for each product category. D. Create business processes and record types for each of the three product categories.

An admin at dreamhouse realty wants an easier way to assign cases based on agent capacity and skill set. Which feature should the administrator enable to meet this requirement. A. Omni-Channel. B. Escalation rules. C. Knowledge Management. D. Territory Management.

what are two considerations an administrator should keep in mind when working with salesforce objectives?. A. a new standard object can be created. B. custom and standard objects have standard fields. C. only standard objects support master detail relationships. D. standard objects are included with salesforce.

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. A user with the Manage Cases permission. B. A user with the System Administrator profile. C. A user with a manager role above the agent. D. A user with Read permission on the account.

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. A. Contract. B. Ticket. C. Account. D. Request. E. Case.

Universal Container wants to prevent its service team from accessing deal records. While service users are unable to access deal list views, they are able to find the deal records via a search. What options should the administrator adjust to fully restrict access?. A. App permissions and search terms. B. Page layouts and field- level security. C. Record setting and search index. D. Permissions and tab visibility.

An administrator supporting a global team of salesforce users has been asked to configure company settings Choose 2 options. A. Currency Locale. B. Default Language. C. Login Hours. D. Password Policy.

Once an opportunity reaches the negotiation stage at Cloud Kicks, the Amount field becomes required for sales users. Sales managers need to be able to move opportunities into this stage without knowing the amount. How shouldthe administrator require this field during the negotiation stage for sales users but allow their managers to make changes?. A. Create a formula field to fill in the field for managers. B. Make the field required for all users. C. Assign the Administrator profile to the managers. D. Configure a validation rule to meet the criteria.

AW Computing would like to improve its case lightening record page by including . a filtered component to display a message in bold font when a case is saved as a critical record type . a quick way to update the account status from the case layout. a relay which two components should an admin use to satisfy these requests? pick 2?. A. Related record. B. Record detail. C. Rich text. D. Related list.

Executives at Cloud Kicks have reported that their dashboards are showing Inaccurate dat a. The administrator has discovered that users have been changing the source reports. Which two actions should the administrator take to preserve the integrity of the source reports? Choose 2 answers. A. Move the dashboard reports to the view-only folder. B. Move the dashboard to the user's private folder. C. Change the dashboard to be a dynamic dashboard. D. Create a new report folder with viewer access.

Ursa Major Solar has a path on Case. The company wants to require its users to follow the status values as they are on the path. Agents should be prohibited from reverting the Case back to a previous status. A. Global Value Picklists. B. Predefined Field Values. C. Validation Rules. D. Dependent Picklists.

An admin has been asked to change the data type of an auto number to a text field. what should the admin be aware of before changing the field?. A. Existing field values will be converted. B. Existing field values will be deleted. C. Existing Auto number field to text is prevented. D. Existing field values will remain unchanged.

The administrator at cloud kicks deleted a custom field but realized there is a business unit that still uses the field. what should an administrator take into consideration when undeleting the field?. A. The field mapping needs to be re-mapped. B. The field needs to be restored in the search setting. C. The field history will remain deleted. D. The field needs to be re-add to reports.

An administrator at Cloud Kicks wants to deactivate a user who has left the company. What are two reasons that would prevent a user from being deactivated? Choose 2 answers. A. The user is the sole recipient of a workflow email alert. B. The user is the highest role in the role hierarchy. C. The user is part of a territory hierarchy. D. The user is in a custom hierarchy field.

Northern Trail Outfitters has requested that when the Referral Date field is updated on the custom object Referral Source, the parent object Referral also needs to be updated. Which automation solution should an administrator use to meet this request?. A. Lightning Web Component. B. Workflow Field Update. C. Approval Process. D. Process Builder.

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

The administrator for Cloud Kicks needs to give access to a new custom object with custom fields to more than one user. Which two options should an administrator use to meet this requirement? Choose 2 answers. A. Add to manual sharing list. B. Edit organization-wide defaults. C. Create a Permission Set. D. Assign permission set group to Users.

Which tool should an admin use to identify and fix potential session vulnerabilities?. A. Security Health Check. B. Field History Tracking. C. Setup Audit Trai. D. Organization wide default.

An admin at cloud kicks has a flow in production that is supposed to create a new records. however no new records are being created. What could the issue be?. A.the flow is read only. B. the flow trigger is missing. C.the flow is inactive. D. the flow url is deactivated.

Cloud Kicks users are seeing error messages when they use one of their screen flows. The error messages are confusing but could be resolved if the users entered more information on the account before starting the flow. How should the administrator address this issue?. A. Uncheck the End User Flow Errors box in Setup. B. Create a permission set to allow users to bypass the error. C. Remove validation rules so that the users are able to proceed without complete records. D. Use a fault connector and display a screen with text explaining what went wrong and how to correct it.

Cloud Kicks wants users to only be able to choose Opportunity stage closed won If the Lead source has been selected. How should the administrator accomplish this goal?. A. Make Lead source a dependent picklist to the Opportunity stage field. B. Configure a validation rule requiring Lead source when the stage is set to closed won. C. Change the Opportunity stage field to read only on the page layout,. D. Modify the Opportunity stage a dependent picklist to the Lead source field.

An admin creates a custom text area filed on the account object and adds it to the service team page layout. the service team manager loves the addition to this field and wants it to appear in the highlights panel so that the service reps can quickly find it when on the account page. how should the admin accomplish this?. A. From the page layout editor, drag the field to the highlights panel. B. In the Account object manager, create a custom compact layout. C. Make the field required and move it to the top of the page. D. Create a new page layout and a new section titled highlights panel.

An administrator at Cloud Kicks needs to export a file of closed won opportunities from the last 90 days. The file should include the Opportunity Name, ID, Close Date, and Amount. How should the administrator export this file?. A. Data Import Wizard. B. Data Loader. C. Data Export Wizard. D. Data Export Service.

The service manager at Ursa Major Solar wants to let customers know that they have received their cases via email and their website. Medium-priority and high-priority cases should receive different email notifications than low-priority cases. The administrator has created three email templates for this purpose. How should an administrator configure this requirement?. A. Configure one workflow rule that fires when cases are created. Add a filter for case priority. Select the appropriate email template for the rule. B. Add three auto-response rules. Configure one rule entry criteria for each rule and set a filter for case priority. Select the appropriate email template for each rule entry. C. Include three assignment rules that fire when cases are created. Add a filter for case priority. Select the appropriate email template for each rule. D. Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority.