Salesforce admin by Ha

The administrator at Cloud 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. A. Create a new report type with Event as the primary object and Contact as a related object. B. Edit the custom Event report type and add fields related via lookup. C. Use a dashboard with filters to show Event and contact data as requested. D. Configure formula fields on Event to populate contact information.

Cloud kicks intends to protect with backups by using the data by using the data export Service. Which two considerations should the administrator remember when Scheduling the export? Choose 2 Answers. A. Metadata backups must be run via a separate process. B. Data Backups are limited to weekly or monthly intervals. C. Data export service should be run from a sandbox. D. Metadata Backups are limited a sandbox refresh intervals.

the sales manager at dream house realty wants the skas user to have a quick way to view and edit the opportunities in there pipeline expected to close in the next 90 days. what should an admin do ti accomplish this request?. A. Create a custom report and schedule the sales users to receive it each day as a reminder to update their opportunities. B. Make a new sale dashboard and add a component that shows all opportunities that meet the criteria. C. Enable sales console and show users how to open a tab for each opportunity in the pipeline that meets the requirements. D. Create a list view on the opportunity object and recommend users switch the view to Kanban to edit by drag and drop.

the admin at cloud kick has created an approval process for time off request. which two automated actions are available to be added as part of the approval process? pick 2?. A. Chatter post. B. Email alert. C. Autolaunched flow. D. Field update.

Northern trail outfitters wants to calculate how much revenue has been generated for each of its marketing campaigns. How should an admin deliver this info?. A. Create a roll-up summary field on opportunity to campaign. B. Design a standard campaign report and add value won opportunities in campaign field. C. Add a total value field on campaign and use a workflow rule to update the value when an opportunity is won. D. Perform periodic data jobs to update campaign records.

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

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. A. Users need to enter a verification code from email or SMS, whichever has higher priority. B. Users need to download and install an authenticator app on their mobile device. C. Users need to connect an authenticator app to their Salesforce account. D. Users need to get a security token from a trusted network using Reset My Security Token.

The events manager at dream house realty has a hot lead from a successful open house that needs to become a contact with an associated opportunity. How should this be accomplished from the campaign keeping the associated campaign member history?. A. Clone the lead and convert the cloned record to a contact. B. Convert the lead from the campaign member detail page. C. Add a contact from a campaign member detail page. D. Delete the lead and create a new contact and opportunity.

A sales rep has left the company and an administrator has been asked to re-assign all their accounts and opportunities to a new sales rep and keep the teams as is. Which tool should an administrator use to accomplish this?. A. Mass Transfer Tool. B. Dataloader.io. C. Data Import Wizard. D. Data Loader.

The admin at Ursa Major solar needs to make sure that unassigned cases from VIP customers get transferred to the appropriate service representative within 5 hours. VIP customers have access to support 24 hours a day. how should this be configured?. A. Case Queues. B. Assignment Rules. C. Business Hour. D. Escalation Rules.

AW computing needs to capture a loss reason in a rich text field when an opportunity is dosed lost. How should an administrator configure this requirement?. A. Create a validation rule to display an error if stage is closed lost and loss reason is blank. B. Select the required checkbox next to the loss reason field on the page layout. C. configure a workflow rule to display an error if loss reason is blank. D. check required checkbox on the loss reason field in object manager.

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. Dynamic Dashboards. D. Dashboard Filters.

The administrator at Universal Containers has a screen flow that helps users create new leads. When Lead Source is "Search Engine", the administratorneeds to require the user to choose a specific search engine from a picklist. If Lead Source is not "Search Engine", this picklist should be hidden. How should the administrator complete this requirement?. A. Create a picklist for Specific Search Engine, and set conditional visibility so that it is only shown when Lead Source is "Search Engine". B. Configure a picklist for Specific Search Engine, and use a validation rule to conditionally show only when Lead Source is "Search Engine". C. Use an assignment element, one for when Lead Source is "Search Engine" and one for everything else. D. Assign a decision element to direct the user toa second screen to hold Specific Search Engine only when Lead Source is "Search Engine".

An administrator is planning to use Data Loader to mass import new records to a custom object from a new API. What will the administrator need to do to use the Data Loader?. A. Add a permission set that allows them to import data. B. Append their security token at the end of their password to login. C. Use the Data Import Tool to mass import custom object records. D. Reset their password and their security token.

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. A. Data Loader. B. Data Import Wizard. C. Mass Delete Records. D. Weekly Data Export.

Universal Container wants to increase the security of their org by requiring stricker user passwords. Which two of the following should an administrator configure? Choose 2 answers. A. Password different then username. B. Prevent common words. C. Password complexity requirement. D. Minimum password length.

When a cloud kicks opportunity closes, the company would like to automatically create a renewal opportunity. which two auto tools should an admin use to accomplish this request? pick 2?. A. Flow builder. B. Approval Process. C. Process Builder. D. Workflow Rule.

cloud kicks has two different support teams with different case stages and data points they need to capture for resolution. How can an administrator configure this?. A. Create two support processes with different stages and page layout to capture the necessary information. B. Make the data points collected required fields for their respective team to ensure they are filled in upon case closure. C. Add the users for the support process into two different queues to access the correct case types. D. Set up one support process with the case stages from both teams so that everyone can use the same page layout.

The administrator has been asked to automate a simple field update on the account. When a support agent changes the status of the account to 'Audited', they would like the system to automatically update the Audited date field on the account with today's date. Which tool should the administrator use to complete this automation?. A. Validation Rule. B. Formula Field. C. Approval process. D. Flow Builder.

When a Cloud Kicks opportunity closes, the company would like to automatically create a renewal opportunity. Which automation option should an administrator use to accomplish this request?. A. Opportunity sharing rule. B. Approval Process. C. Validation Rule. D. Flow Builder.

The VP of sales at Cloud Kicks is receiving an error message that prevents them from saving an opportunity. The administrator attempted the same edit without receiving an error. How can the administratorvalidate the error the user is receiving?. A. Review the sharing model. B. View the setup audit trail. C. Log in as the user. D. Edit the page layout.

Customer service accesses articles with the Knowledge Lightning component on the Service Cloud Console. Billing department users would like similar functionality on the case record without using the console. How should the administrator configure this request?. A. Add the Knowledge related list to the page layout. B. Add the Knowledge component list to the. C. Add the knowledge related list to the record page. D. Add the knowledge component to the page layout.

cloud kicks is working on a better way to track its product shipment utilizing salesforce. which field type should an admin use to capture coordinates?. A. Geofence. B. External lookup. C. Custom adress. D. Geolaction.

Universal Containers fs trying to Improve the user experience when searching for the right status on a case. The company currently has one support process that is used for all record types on cases. The support process has 10 status values. Service reps say they never need more than five depending on what kind of case they are working on. How should the administrator improve on the currant implementation?. A. Review which status choices &re needed for each record type and create support processes for each that is necessary. B. Create a Screen Flow that shows only the correct values for status and surface the flow in the utility bar of the console. C. Reduce the number of case status values to five. D. Edit the status choices directly on the record type.

A team of support users at cloud kicks is helping inside sales reps make follow-up calls to prospects that filled out an interest form online. the team currently does not have access to the lead object. How should an admin provide proper access?. A. Create a new profile. B. Set up manual sharing. C. Configure permission sets. D. Assign a new role.

Cloud Kicks (CK) captures whether an opportunity should be reviewed by someone in product engineering with a checkbox field called Needs Review. CK also has a picklist field on the opportunity for Product Type. When a sales rep saves an opportunity, they need to select the Product Type or check the Needs Review box. What should an administrator use to accomplish this?. A. Validation Rule. B. Workflow Rule. C. Required fields. D. Before Save flow.

DreamHouse Realty has an approval process. A manager attempts to approve the record but receives an error. What should the administrator review to troubleshoot this request?. A. Check if the user in the next approver is inactive or missing. B. Review the page layout to ensure the fields updated in the process are visible. C. Update the field-level security to view on fields that are updated in the process. D. Add a delegated approver for the next approver in the process.

An admin needs to create a one-to-many relationships between two objects with a limited access to child records What type of field should the admin use?. A. roll up summary. B. look up field. C. cross object formula. D. master detail field.

Northern Trail Outfitters has two different sales processes: one for business opportunities with four stages and one for partner opportunities with eight stages. Both processes will vary in page layouts and picklist value options. What should an administrator configure to meet these requirements?. A. Validation rules that ensure that users are entering accurate sales stage Information. B. Public groups to limit record types and sales processes for opportunities. C. Separate record types and sales processes for the different types of opportunities. D. Different page layouts that control the picklist values for the opportunity types.

Universal Containers introduced a new product and wants to track all associated cases that get logged. They are looking for an automated solution that would give the product's two lead engineers read/write access to all new cases that reference the new product.What should an administrator do to satisfy this requirement?. A. Create an auto-response rule and a public group. B. Create a predefined case team and an assignment rule. C. Create a queue and a criteria-based sharing rule. D. Create a user-based sharing rule and an ad-hoc case team.

An administrator at Universal Containers needs an automated way to delete records based on field values. What automated solution should the administrator use?. A. Workflow. B. Automation Studio. C. Process Builder. D. Flow Builder.

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. A. Configure a Custom Lookup Field for shoe design on the product object. B. Add a custom master detail field for shoe design on the Product Object. C. Use the Standard Object for designs. D. Create a Custom Object for shoe design.

AW Computing wants to prevent users from updating the Account Annual Revenue field to be a negative value or an amount more than $100 billion. How should an administrator accomplish this request?. A. Enable Account Revenue limits in Setup, with 0 as the minimum and 100 billion as the maximum. B. Build a scheduled report displaying Accounts with Account Revenue that is negative or greater than 100 billion. C. Create a validation rule that displays an error if Account Revenue is below 0 or greater than 100 billion. D. Make the Account Revenue field required on the page layout.

Universal Containers has a private sharing model for Opportunities and uses Opportunity Teams. Criteria- based sharing rules are not used. A sales rep at Universal Containers leaves the company and their user record is deactivated. The rep is later rehired in the same rile. The Salesforce administrator activates the old user record. The user is added to the same default Opportunity Teams, but is no longer able to see the same records the user worked on before leaving the company. What is the likely cause?. A. Permission sets were removed when the user was deactivated. B. The Stage of the Opportunity records was changed to Closed Lost. C. The Record Type of the Opportunity records was changed. D. The records were manually shared with the user.

Universal Containers wants to provide reseller partners with discounted prices on the products they purchase. How should an administrator configure this requirement? Calculator. A . Create a separate PriceBook for reseller partners. B . Use a different Opportunity record type. C . Create separate reseller partner products. D . Add a Partner_Discount__c field to the Opportunity.

Cloud Kicks has a custom object called Shipments. The company wants to see all the shipment items from an Account page. When an Account is deleted, the shipments should remain. What type of relationship should the administrator make between Shipments and Accounts?. A. Shipments should have a master detail to Accounts. B. Accounts should have a lookup to Shipments. C. Accounts should have a master detail to Shipments. D. Shipments should have a lookup to Account.

Universal Containers created a new job posting on the first of the month. It triggered a process scheduled action that send a Chatter post to the department VP in 30 days if the position is still open and the status is NOT equal to Interviewing On the 10th of the month, an applicant interview, and the posting status is updated to Interviewing. What will happen to the Chatter post in this situation?. A. The pending Chatter post will be sent on the 10th of the month. B. The pending Chatter post will be canceled. C. The pending Chatter post will be will be paused. D. The pending Chatter post will be sent in 30 days.

Northern Trail Outfitters has a custom quick action on Account that creates a new Case. How should an administrator make the quick action available on the Salesforce mobile app?. A. Include the action in the Salesforce Mobile Navigation menu. B. Create a custom Lightning App with the action. C. Add the Salesforce Mobile and Lightning Experience action to the page layout. D. Modify compact Case page layout to include the action.

The VP of sales at dream house realty has requested a dashboard to visualize enterprise sales across the different teams. the key piece of data is the total of all sales for the year and the progress to the enterprise sales goal. what dashboard component will effectively show this number and the proximity to the total goal as a single value. A. Gauge. B. Table. C. Stacked Bar. D. Donut.

An administrator at Universal Containers has been asked to prevent users from accessing Salesforce from outside of their network. What are two considerations for this configuration? Choose 2 answers. A. Single sign-on will allow users to Jog In from anywhere. B. IP address restrictions are set on the profile or globally for the org. C. Enforce Login IP Ranges on Every Request must be selected to enforce IP restrictions. D. Users can change their password to avoid login IP restrictions.

DreamHouse Realty wants to offer a form on its Experience Cloud site where inspectors will submit findings from a property inspection. Which feature shouldan administrator place on the page to fulfill this requirement?. A. Screen Flow. B. Record Detail. C. Autolaunched Flow. D. Related List.

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?. A. Workflow Rule. B. Task Assignment. C. Flow Builder. D. Process Builder.

Northern trail outfitters has asked an admin to ensure that when a contact with a title of CEO is created, the contacts account record gets updated with the CEO'S name. what features should an admin use to implement this ?. A. Process builder. B. Validation rule. C. Quick action. D. Workflow Rule.

Universal Containers has a Contact Lightning record page with a component that shows Unkedln data. The sales team would like to only show this component to sales users when they are on their mobile phones. Which two solutions should the administrator use to fulfill this requirement? Choose 2 answers. A. Filter the component visibility with Form Factor= Phone. B. Filter the component visibility with User > Profile > Name = Sales User. C. Filter the component visibility with View = Mobile/Tablet. D. Filter the component visibility with User > Role > Name = Sales User.

An administrator at DreamHouse Realty needs to create customized pages for the Salesforce mobile app. Which two types of pages could an administrator build and customize using the Lightning App Builder? Choose 2 answers. A. App page. B. User page. C. Dashboard page. D. Record page.

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?. A. Set the default external access to private. B. Define a criteria-based sharing rules. C. Uncheck grant access using Hierarchies. D. Configure an owner-based sharing rules.

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. A. After resetting a password, the user may be required to activate their device to successfully log In to Salesforce. B. Resetting the password will change the user's password policy. C. Single sign-on users can reset their own passwords using the forgot password link,. D. Resetting a locked-out user's password automatically unlocks the user's account.

DreamHouse Realty (DR) develops town center projects all over the country and would like to use Salesforce to track this development. DR needs to track the full Properties and the building on each property. A. Create a junction relationship between the building and property. B. Create a hierarchical relationship from the building to property. C. Create a lookup relationship from the building to property. D. Create a master-detail relationship from the building to property.

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. A. Download into a Trailhead Playground. B. Check edition compatibility. C. Install in a sandbox. D. Test Drive in a production org.

A sales rep at Ursa Major Solar has launched a series of networking events. They are hosting one event per month and want to be able to report on campaign ROI by month and series. How should the administrator set up the Campaign to simplify reporting?. A. Use Campaign Hierarchy where the monthly events roll up to a parent Campaign. B. Add different record types for the monthly event types. C. Create individual Campaigns that all have the same name. D. Configure campaign Member Statuses to record which event members attended.

which setting on a profile makes a tab hidden in the All App Launcher or visible in any app, but still allows a user to view records that would normally be found under this tab?. A. object permisions. B. app permissions. C. org wide defaults. D. tab settings.

The administrator at AW Consulting has created a custom picklist field. Business users have requested that it be a text field. The administrator attempts to change the field type but, is unable to because it is referenced by other functionalities. Which functionality is preventing the field type from being changed?. A. Formula fields. B. Record types. C. Visualforce. D.Javascript.

The administrator has created new users for 10 new employees at Universal Containers. Why are these users unable to access the account object in the Salesforce org"?. A. Organization-wide defaults are set to private. B. Users' profile requires a sharing rule for accounts. C. Users' profile requires permission to the account object. D. Users' roles are low on the Role hierarchy.

DreamHouse Realty regularly holds open houses for the selling of both houses and condominiums. For condominium open houses, there are a few extra steps that need to be taken. Agents need to be able to submit requests and receive approvals from the homeowners' association. How can the administrator ensure these extra steps only appear when creating open house records for condominiums?. A. Create two page layouts. Use business processes and record types to display the appropriate picklist values. B. Create one page layout. Use record types to ensure the proper status picklist values display. C. Create one page layout. Use business processes to ensure the proper status picklist values display. D. Create two page layouts, one with a House Status field and the other with a Condominium Status field.

Cloud Kicks wants its reports to show a Fiscal Year that starts on February 1 and has 12 months. How should the administrator address this requirement?. A. Set the Fiscal Year to Custom and the duration to 4 quarters. B. Set the Fiscal Year to Standard and the duration to 12 months. C. A Set the Fiscal Year to Custom and the starting month as February. D. Set the Fiscal Year to Standard and the starting month as February.

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?. A. Case and Opportunity. B. Individual, User, and Account. C. Contact, Lead, and Person Account. D. Account and User.

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?. A. Criteria based sharing. B. Owner based sharing. C. Use Manual sharing. D. Hierarchical sharing.

An analytics user at Cloud Kicks needs Read, Create, and Edit access for objects and should be restricted from deleting any records. What should the administrator do to meet this requirement?. A. Create and assign a custom profile with Delete access removed for each object. B. Assign the standard System Administrator profile to the analytical user. C. Create and assign a permission set that includes Read, Create, and Edit access. D. Give the user View all access and assign them to the highest role in the role hierarchy.

Ursa Major Solar wants to assist users with a guided expense report process to simplify submissions, routing, and authorizations Which two tools should an administrator use to build this solution? Choose 2 answers. A. Flow Builder. B. Quick Action. C. Validation Rule. D. Approval Process.

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 assigned in 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.