Users at Universal Containers would like to visually see the sales stages on an Opportunity
page. The administrator is configuring path for Opportunities.
Which is an important consideration for path configuration?
Path is a feature that can be used to visually see the sales stages on an opportunity page. Path can include guidance and key fields for each stage to help users move opportunities along the sales process. Guidance can provide tips, policy information, or best practices for each stage. Key fields can display important fields that users need to fill in or update for each stage. References: https://help.salesforce.com/s/articleView?id=sf.path_overview.htm &type=5
Dreamhouse Realty agents are double-booking open house event nights. The evet manager
wants to event submission process to help agents fill in event details and request dates.
How should an administrator accomplish the request?
To help agents fill in event details and request dates for open house events without double-booking them, the administrator should create an approval process on the Campaign object, which is used to manage marketing events in Salesforce. The approval process can define entry criteria based on campaign fields such as type or status, specify initial submission actions such as sending email alerts or updating fields, assign approvers who can review and approve event requests, and specify final approval actions such as creating tasks or updating fields. Creating a workflow rule, a sharing rule, or a campaign will not help agents request event dates or prevent double-booking. References: https://help.salesforce.com/s/articleView?id=sf.campaigns_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.approvals_considerations.htm &type=5
The standard Lead Rating field has picklist values of Hot, Warm, and Cold. A list of new leads was importance without errors even though several records had the value of Unrated in the Rating field.
How were these records added without error?
A restricted picklist is a type of picklist that enforces the integrity of the picklist values by allowing only values defined in the picklist during data entry or import operations. If the restricted picklist checkbox is checked for a picklist field, then any records with values not defined in the picklist will cause errors during import operations. However, if the restricted picklist checkbox is unchecked for a picklist field, then any records with values not defined in the picklist will be imported without errors. References: https://help.salesforce.com/s/articleView?id=sf.picklist_limitations.htm &type=5
The business development team at Cloud Kicks thinks the account creation process has too many
fields to fill out and the page feels cluttered. They have requested the administrator to simplify the
Which automation tool should an administrator use?
Flow builder is an automation tool that allows administrators to create flows that guide users through screens, collect data, and perform actions on records. It can be used to simplify the account creation process by creating a screen flow that shows only the essential fields for creating an account and hides any unnecessary fields or sections from the page layout. Approval process, workflow rule, and validation rule are not automation tools that can simplify the account creation process; they are used for different purposes such as approving records, updating fields, or enforcing data quality. References: https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm &type=5
An Administrator supporting global team of salesforce users has been asked to configure the
Which two options should the administrator configure?
Choose 2 Answers
Default language and currency locale are two options that an administrator should configure in the company settings to support a global team of Salesforce users. Default language determines the language that is used for labels, buttons, tabs, help text, and messages in Salesforce for all users unless they override it in their personal settings. Currency locale determines the format of currency fields and numbers in Salesforce for all users unless they override it in their personal settings or enable multiple currencies. References: https://help.salesforce.com/s/articleView?id=sf.admin_supported_languages.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.admin_supported_currencies.htm &type=5
Which tool should an administrator use to identify and fix potential session vulnerabilities?
Security Health Check is a tool that can be used to identify and fix potential session vulnerabilities. Security Health Check scans the security settings in an org and compares them to a baseline set of standards, such as the Salesforce Baseline Standard or the Salesforce Optimized Standard. Security Health Check provides a health check score and a list of issues and recommendations for improving the security settings. References: https://help.salesforce.com/s/articleView?id=sf.security_health_check.htm &type=5
AW Computing (AWC) occasionally works with independent contractors, who the company
stores as Contacts in Salesforce. Contractors often change agencies, and AWC wants to maintain the
historical accuracy of the record.
What should AWC use to track Contacts?
Contacts to multiple accounts is a feature that allows you to associate a single contact with multiple accounts, both business and person accounts. This way, you can maintain the historical accuracy of the contact record without creating duplicate records for each account. References: https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts.htm &type=5
Universal Containers has a private sharing model for Opportunities and uses Opportunity teams. Criteria-based sharing rules a sales rep at Universal Containers leaves the company and their user record is deactivated. The rep is later rehired in V administrator activates the old user record. The user is added to the same default Opportunity teams but h no longer able records the user worked on before leaving the company.
What is the likely cause?
The likely cause for why a rehired user is no longer able to access records they worked on before leaving the company is that the records were manually shared with the user. Manual sharing allows granting access to individual records to specific users or groups. However, manual sharing is removed when a record owner changes or when a user’s role changes. When a user is deactivated, their role is removed and any manual sharing involving that user is deleted. When a user is reactivated, their role is restored but manual sharing is not. Therefore, the rehired user will not have access to records that were manually shared with them before deactivation. The stage of Opportunity records, permission sets, or record type of Opportunity records are not likely causes for why a rehired user is no longer able to access records they worked on before leaving the company. References: https://help.salesforce.com/s/articleView?id=sf.sharing_manual.htm &type=5
Northern Trail Outfitters (NTO) has deployed my domain. The Chief Marketing Officer wants to make sure that all of the Salesforce users log in using the branded login URL. There needs to be a grace period for the user's bookmarks to be updated.
How should the administrator configure the policies in my domain settings?
To make sure that all of the Salesforce users log in using the branded login URL after deploying my domain, and give them a grace period for updating their bookmarks, the administrator should set the Redirect policy to Redirect with a warning to the same page within the domain. This will redirect users who try to log in from https://login.salesforce.com or another domain to https://nto.my.salesforce.com, and show them a warning message that they need to update their bookmarks. Setting the Login policy or preventing login from https://login.salesforce.com will not redirect users or give them a warning. Filtering with Form Factor will not affect login URL. References: https://help.salesforce.com/s/articleView?id=sf.domain_mgmt_redirect.htm &type=5
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?
Formula fields are types of fields that calculate a value based on an expression or formula that references other fields or constants. Formula fields prevent administrators from changing their field type once they are created because they may be referenced by other functionalities such as reports, validation rules, workflow rules, etc., that depend on their data type and value. If a formula field is referenced by other functionalities, then changing its field type may cause errors or unexpected results. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_formulas.htm &type=5
Cloud Kicks has decided to delete a custom field.
What will happen to the data in the field when it is deleted?
When you delete a custom field, the data in that field is stored for 20 days before it is permanently deleted. During this time, you can restore the field and its data from the Recycle Bin or use Data Loader to export the data. References: https://help.salesforce.com/s/articleView?id=sf.customize_del_field.htm &type=5
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?
To help sales reps prioritize and close more deals, the administrator should use Einstein Opportunity Scoring, which is a feature that assigns each opportunity a score from 1 to 99 based on how likely it is to be won. The score is calculated using historical data and machine learning models, and can help reps focus on the most promising opportunities and take actions to improve their chances of winning. Einstein Activity Capture, Einstein Search Personalization, and Einstein Lead Scoring are not related to opportunity management. References: https://help.salesforce.com/s/articleView?id=sf.einstein_sales_oppty_scoring.htm &type=5
Which three items are available in the mobile navigation menu?
Choose 3 answers
Lightning app pages, Chatter, and dashboards are three items that are available in the mobile navigation menu. The mobile navigation menu allows users to access different items in the Salesforce mobile app, such as objects, apps, or utilities. Users can customize their mobile navigation menu by adding or removing items and changing their order. References: https://help.salesforce.com/s/articleView?id=sf.app_nav_setup.htm &type=5
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?
To display only the proper lead sources based on the product category chosen, an administrator should create a dependency between the Product Category field and Lead Source field on Lead object. A dependency is a relationship between two picklist fields that restricts the values available in one picklist based on the value selected in another picklist. For example, an administrator can create a dependency that shows only Online Store and Social Media as lead sources if Product Category is Shoes, but shows only Trade Show and Magazine as lead sources if Product Category is Apparel. Creating a page layout for each category, creating business processes and record types for each category, or creating a single business process with record types for each category will not display only the proper lead sources based on the product category chosen. References: https://help.salesforce.com/s/articleView?id=sf.customize_dependent.htm &type=5
Northern Trail Outfitters wants to encourage employees to choose secure and appropriate passwords for their Salesforce accounts.
Which three password policies should an administrator configure?
Choose 3 answers
Maximum invalid login attempts, password complexity requirements, and number of days until expiration are three password policies that an administrator can configure to encourage employees to choose secure and appropriate passwords for their Salesforce accounts. Maximum invalid login attempts determines how many times a user can enter an incorrect password before being locked out of Salesforce. Password complexity requirements determine how complex a user’s password must be based on criteria such as length, case sensitivity, alphanumeric characters, etc. Number of days until expiration determines how often users must change their passwords. References: https://help.salesforce.com/s/articleView?id=sf.security_password_policies.htm &type=5
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 Account?
A lookup relationship is a type of relationship that links two objects together, but does not affect security or deletion. It can be used to create a relationship between shipments and accounts where shipments should have a lookup to accounts; this way, shipments can show related account information on their records, but when an account is deleted, the shipments remain. Accounts should have a lookup to shipments is not a valid option because it does not match the requirement of seeing all shipment items from an account page; it would show related account information on shipment records instead. Shipments should have a master-detail to accounts or accounts should have a master-detail to shipments are not valid options either because they do not match the requirement of keeping shipments when an account is deleted; they would delete shipments along with their master account records. References: https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm &type=5
What should an administrator use as an identifier when importing and updating records from a separate system?
To use as an identifier when importing and updating records from a separate system, an administrator should use External ID field type on an object. External ID fields allow storing unique identifiers from external systems and using them for matching records during import or update operations. External ID fields can also be used for upsert operations that insert new records or update existing ones based on external ID values. For example, an administrator can create an External ID field on Account object that stores account numbers from an external ERP system and use it for importing or updating accounts from that system. Rich Text field, Record ID, and Auto-Number field are not suitable for using as identifiers when importing and updating records from a separate system. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_field_types.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.data_loader_upsert.htm &type=5
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?
Choose 2 answers
Profile assignment and page layout assignment are two assignments that should be used to display a new record type to users. Profile assignment determines which profiles can access a record type and which record type is the default for each profile. Page layout assignment determines which page layout is assigned to each record type and profile combination. References: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype_assign.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customize_recordtype_pagelayoutassign.htm &type=5
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
Mass delete records and data loader are two tools that can be used by Ursa Major Solar administrator undo import records into object mistake. Mass delete records tool allows administrators delete large numbers records meet certain criteria once setup interface; it can used undo import records into object mistake selecting records imported mistake deleting them mass delete records tool setup interface Data loader tool allows administrators import export delete large numbers records using CSV files command line interface API calls; it can used undo import records into object mistake using CSV file contains IDs records imported mistake deleting them data loader tool command line interface API calls Weekly data export data import wizard are not tools undo import records into object mistake because they either export import records but not delete them. References: https://help.salesforce.com/s/articleView?id=sf.admin_massdelete.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.data_loader.htm &type=5
Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and wants
to share all cross-sell opportunities with a team of subject matter experts in their organisation. The
company has different roles, and the organisation wide default opportunity is set to private.
How should the administrator accomplish this?
A criteria-based sharing rule is a tool that allows administrators to share records with certain users based on field values rather than ownership. For example, a criteria-based sharing rule can share all opportunities with a cross-sell opportunity type with a specific group of users. A public group is a collection of individual users, roles, roles and subordinates, or other groups that can be used to simplify sharing settings and other processes. In this case, the administrator can add the subject matter experts to a public group and give them access to records with a criteria-based sharing rule that matches the cross-sell opportunity type. References: https://help.salesforce.com/s/articleView?id=sf.sharing_criteria_rules.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.public_groups.htm &type=5
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?
To free up user licenses for new users, the administrator should deactivate the former employees user record. This will prevent them from logging in and using Salesforce resources, but preserve their historical activities and data. Deleting or freezing user records will not release user licenses. References: https://help.salesforce.com/s/articleView?id=sf.admin_usermgmt_licensing.htm &type=5
The Cloud kicks sales manager wants to boost productivity by providing insights at the start
of each day.
Which three sales-specific standard Lightning components should administrator add to the homepage
to meet this requirement?
Choose 3 Answers.
To boost productivity by providing insights at the start of each day, the administrator should add three sales-specific standard Lightning components to the homepage:
At universal Containers, users would like to be able to share Salesforce records with other
members of their team, while collaborating around general topics as well.
Which are two considerations for enabling this functionality?
Choose 2 answers
To enable record sharing and collaboration with groups, you need to add the groups related list to the object layouts and configure the Add Record action in the group publisher.
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 is a standard object that represents a contractual agreement between your company and a customer. Case is a standard object that represents a customer’s question or problem that needs to be resolved by your support team. Account is a standard object that represents an individual or an organization involved in your business, such as customers, competitors, partners, etc. These three objects are commonly used for service use cases in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.contract_fields.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.case_fields.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.account_fields.htm &type=5
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?
Big Deal Alerts allow you to notify users when an opportunity reaches a certain amount or probability.
References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_big_deal_alerts.htm &type=5
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
The AppExchange is an online marketplace where customers can find apps, components, consultants, developers, and more to extend Salesforce functionality or solve specific business challenges. Some of the actions that can be accomplished via AppExchange are finding certified developers and consultants who can help with custom development or implementation projects; installing industry-specific solution templates that provide preconfigured apps, dashboards, reports etc., for various industries such as manufacturing or healthcare; downloading free tools or components that enhance productivity or user experience; browsing reviews or ratings from other customers who have used certain products or services; etc. References: https://appexchange.salesforce.com/
Universal Containers (UC) has a queue that is used for managing tasks that need to be worked by the
UC customer support team. The same team will now be working some of UC's Cases.
Which two options should the administrator use to help the support team?
Choose 2 answers
Assignment rules and queue configuration are two options that should be used to help the support team work on some of UC’s cases. Assignment rules can be used to automatically assign cases to a queue based on certain criteria, such as case origin or priority. Queue configuration can be used to add Case as an available object to the existing queue and specify which users or groups can access the queue. References: https://help.salesforce.com/s/articleView?id=sf.case_assignment_rules.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customize_queues.htm &type=5
The Marketing team at Cloud Kicks uses campaigns to generate product interest. They want custom picklist values for the campaign member Status field for each campaign they run, currently, they ask the administrator to add or delete values, but this is very time consuming.
Which two user permission should allow the Marketing team to customize the campaign member status picklist values themselves?
Choose 2 answers
To customize the campaign member status picklist values themselves, marketing users need two things: a marketing user feature license and edit permission for campaigns. A marketing user feature license enables users to create, edit, and delete campaigns; manage campaign members; and update campaign history via the import wizards or API. Edit permission for campaigns allows users to modify existing campaigns and their related records such as campaign members and campaign member statuses. References: https://help.salesforce.com/s/articleView? id=sf.campaigns_enable.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.campaigns_member_status.htm &type=5
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?
To help a user who has attempted to log in multiple times and has been locked out of Salesforce, the administrator should reset password on the user’s record detail page and use the unlock button on the user’s record detail page. Resetting password will generate a new temporary password and send it to the user’s email address. Using unlock will restore access for a locked-out user without changing their password or waiting for lockout period to end. Logging in as the user or resetting the password policies will not help a locked-out user log in to Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.users_passwords.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.users_unlock.htm &type=5
DreamHouse Realty requires that house showings be scheduled within the current year to prevent too many future showings from stacking up.
How can they make sure Showing Date is only populated with a date this years?
A validation rule is a feature that allows administrators to define criteria for data entry or import operations and display an error message when those criteria are not met. For example, a validation rule can ensure that house showings are scheduled within the current year by comparing the showing date field with a formula that returns the current year. If the showing date field contains a date outside of the current year, then the validation rule will prevent users from saving or importing records with an error message. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_validation_rules.htm &type=5
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
Flow builder and approval process are two tools that can be used by Ursa Major Solar to assist users with a guided expense report process to simplify submissions, routing, and authorizations. Flow builder is a tool that allows administrators to create flows, which are guided processes that collect data and perform actions in Salesforce; it can be used to create a screen flow that guides users through the steps of submitting an expense report, such as entering expense details, uploading receipts, etc. Approval process is a tool that allows administrators to create approval processes, which are automated processes that require approval from one or more approvers; it can be used to create an approval process that routes expense reports to the appropriate managers for authorization based on certain criteria, such as amount, type, etc. Validation rule, quick action are not tools for building a guided expense report process; they are used for different purposes such as enforcing data quality or creating records. References: https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.approvals_considerations.htm &type=5
Sales reps at Northern Trail Outfitters have asked for a way to change the Probability field value
of their Opportunities.
What should an administrator suggest to meet this request?
Probability is a standard percentage field on the Opportunity object that indicates how likely an opportunity will close successfully. It is automatically calculated based on the opportunity stage unless you make it editable on page layouts. To allow sales reps to change the probability field value of their opportunities, you need to make the field editable on page layouts. References: https://help.salesforce.com/s/articleView?id=sf.opportunity_fields.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customize_layoutedit.htm &type=5
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?
A dashboard filter is a feature that allows users to filter dashboard components by one or more field values without changing the underlying report data. For example, a dashboard filter can allow users to view cases by origin, status, or owner. A dashboard filter consists of a filter name, one or more source fields, and one or more filter values. Users can apply one or more filters to see different views of the dashboard data. References: https://help.salesforce.com/s/articleView?id=sf.dashboards_filters.htm &type=5
When a cloud kicks Opportunity closes, the company would like to automatically create a renewal
Which two automation tools should an administrator use to accomplish this request?
Choose 2 answers
Flow Builder and Process Builder are two automation tools that should be used to accomplish this request. Flow Builder can be used to create a flow that defines the logic and actions for creating a renewal opportunity, such as setting the stage, close date, and amount. Process Builder can be used to create a process that triggers the flow when an opportunity is closed won. References: https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.process_overview.htm &type=5
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?
My Domain is a feature that allows administrators to create a custom domain name for their Salesforce org that replaces their instance URL (such as na35.salesforce.com). My Domain provides benefits such as improved security; enhanced branding; faster navigation; access to Lightning components; etc. However, one of the considerations when enabling My Domain is that it changes how users log in to Salesforce - instead of using their instance URL login (such as login.salesforce.com), they have to use their My Domain login (such as mydomain.my.salesforce.com). This applies to all internal and external users who access Salesforce via web browser or mobile app. References: https://help.salesforce.com/s/articleView?id=sf.domain_name_overview.htm &type=5
An Administrator at DreamHouse Realty wants an easier way to assign an agent capacity and
skill set. Which feature should the administrator enable to meet this requirement?
To assign agent capacity and skill set, the administrator should enable Omni-Channel, which is a feature that allows agents to work on multiple cases or chats at once based on their availability and expertise. Omni-Channel can route work items to agents based on their predefined capacity and skills, ensuring that they are working on the right tasks at the right time. Knowledge Management, Escalation Rules, and Territory Management are not related to agent capacity and skill set. References: https://help.salesforce.com/s/articleView?id=sf.omnichannel_overview.htm &type=5
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?
Report type is a tool that can be used to pull contact fields into the custom report for Event. Report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. To edit the custom Event report type and add fields related via lookup, go to Setup > Report Types and select the Event report type. Then click Edit Layout and drag the fields from the Contact object to the layout. References: https://help.salesforce.com/s/articleView?id=sf.reports_builder_create_report_type.htm &type=5
AW Computing would like to improve its Case Lightning record page by including:
• A filtered component to display a message in bold font when a case is saved as acriticalrecord
• A quick way to update the account status from the case layout.
Which two components should an administrator use to satisfy these requests?
Choose 2 Answers
A related record component is a type of component that allows users to view and edit fields from a parent record on a child record page without leaving the page. For example, a related record component can allow users to update the account status from the case layout by selecting an account record from a drop-down list. A rich text component is a type of component that allows users to display formatted text on a record page using rich text editor tools such as bold font, bullet points, images, and links. For example, a rich text component can display a message in bold font when a case is saved as acriticalrecord type by using conditional visibility rules. References: https://help.salesforce.com/s/articleView?id=sf.lightning_page_components_related_record.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.lightning_page_components_rich_text.htm &type=5
New Leads needs to be routed to the correct sales person based on the lead address.
How should the administrator configure this requirement?
To route new leads to the correct sales person based on the lead address, the administrator should use lead assignment rules that specify criteria based on lead fields such as City, State/Province, or Country, and assign leads that match those criteria to queues or users. Lead assignment rules can be triggered automatically when leads are created or manually by users. Creating a formula field, assigning with an escalation rule, or configuring a validation rule will not route leads to sales people. References: https://help.salesforce.com/s/articleView?id=sf.leads_assignment_rules.htm &type=5
Northern Trail Outfitters uses a custom object Invoice to collect customer payment
information from an external billing system. The Billing System field needs to be filled on every
How should an administrator ensure this requirement?
Making a field universally required is a way to ensure that the field needs to be filled on every record; it prevents users from saving a record without entering a value in that field. It can be used to ensure that the billing system field needs to be filled on every invoice record by making it universally required in the field settings. Creating a process builder to set the field, defining an approval process for the child, or requiring the field on the record type are not ways to ensure that the field needs to be filled on every record; they either do not enforce data entry or only apply to certain scenarios or users. References: https://help.salesforce.com/s/articleView?id=sf.customize_fields.htm &type=5
The administrator at Northern Trail Outfitters has been using a spreadsheet to track assigned licenses and permission sets.
What feature can be used to track this in Salesforce?
To track assigned licenses and permission sets in Salesforce instead of using a spreadsheet, an administrator should use User Report type on Report object. User Report type allows creating reports that show information about users such as their profile, role, license type, active status, login history etc. It also allows adding fields related to permission sets such as Permission Set Assignments or Permission Set License Assignments. For example, an administrator can create a User Report that shows user name, profile name, user license name, permission set assignments count etc. Login History, Lightning Usage App, or Permission Set Groups are not features that can be used to track assigned licenses and permission sets in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.reports_report_types_standard_user.htm &type=5
Universal container has a contact Lightning record Page with a component that shows
LinkedIn data. The sales team would like to only show this component to sales users when they are on
their mobile phones.
Choose 2 Answers.
To show a component that shows LinkedIn data only to sales users when they are on their mobile phones, the administrator should filter the component visibility with two conditions:
An administrator at Dreamhouse Reality needs to Create Customized pages for the salesforce
Which two types of pages could an administrator build and customize using the Lightning App Builder?
Choose 2 Answers
App page and record page are two types of pages that an administrator can build and customize using Lightning App Builder for Salesforce mobile app. App pages are pages that display information or tools that don’t belong to a specific record; they can be accessed from navigation menus or tabs in Salesforce mobile app. Record pages are pages that display information or actions related to a specific record; they can be accessed by opening any record in Salesforce mobile app. User page and dashboard page are not types of pages that can be built using Lightning App Builder for Salesforce mobile app; they are types of pages that can be built using other tools such as Profile settings or Dashboard Builder. References: https://help.salesforce.com/s/articleView?id=sf.app_builder_mobile_pages.htm &type=5
Which item is available in a Lightning App where visibility is limited to the Salesforce Mobile
Utility bar is a feature that is available in a Lightning app where visibility is limited to the Salesforce mobile app. Utility bar allows users to access common productivity tools, such as notes, history, recent items, and more, from any page in the app. References: https://help.salesforce.com/s/articleView?id=sf.app_builder_utility_bar.htm &type=5
Northern Trail Outfitters is using one profile for all of its marketing users, providing read-only
access to the Campaign object. A few marketing users now require comprehensive edit access on
How should an administrator fulfil this request?
Permission sets are used to grant additional permissions and access settings to individual users without changing their profiles or requiring a new profile to be created. You can use permission sets to extend users’ functional access without changing their existing profiles. To meet the request of giving comprehensive edit access on Campaigns to a few marketing users who have read-only access by default, you need to create a permission set with edit access on Campaigns and assign it to those users. References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm &type=5
The administrator at DreamHouse Realty added an email quick action to the Case page layout
and is unable to see the action on the case feed.
Which feature must be enabled to ensure the quick action will be displayed as expected?
Email-to-Case allows you to create cases from incoming emails. You need to enable this feature and set up routing addresses and case creation settings.
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 is a feature that should be used to fulfill this requirement. Delegated approver allows users to delegate their approval authority to another user for a specified period of time, such as when they are out on vacation. Users can specify which approval requests they want to delegate and who they want to delegate them to. References: https://help.salesforce.com/s/articleView?id=sf.approvals_delegate.htm &type=5
An administrator at Northern Trail Outfitters is unable to add a new user in salesforce.
What could cause this issue?
One of the possible reasons why an administrator is unable to add a new user in Salesforce is that the username is already in use by another user in any Salesforce org. Usernames must be globally unique across all Salesforce orgs, so the administrator needs to choose a different username for the new user. References: https://help.salesforce.com/s/articleView?id=sf.users_add.htm &type=5
Cloud Kicks want its reports to show a Fiscal Year that starts on February 1 and has 12 months.
How Should the Administrator Address this requirement?
A standard fiscal year starts on January 1 and ends on December 31. A custom fiscal year can be set to start on any month and end on any month. In this case, Cloud Kicks wants its fiscal year to start on February 1 and end on January 31. This can be achieved by setting the fiscal year to Custom and the starting month to February.
Setting the fiscal year to Standard and the starting month to February will not work, as the standard fiscal year starts on January 1. Setting the fiscal year to Custom and the duration to 4 quarters will not work, as the duration of a fiscal year is 12 months. Setting the fiscal year to Standard and the duration to 12 months will not work, as the standard fiscal year starts on January 1.
Custom fiscal years are fiscal years that follow a custom-defined structure that differs from the Gregorian calendar. They can be used by organizations that have fiscal years that start on a different month than January or have fiscal years that are divided into custom periods such as quarters or weeks. To set up a custom fiscal year that starts on February 1 and has 12 months, an administrator needs to set the fiscal year to custom and the starting month as February in the fiscal year settings. Setting the fiscal year to standard or the duration to 4 quarters does not meet the requirement of having a custom fiscal year that starts on February 1. References: https://help.salesforce.com/s/articleView?id=sf.admin_fiscal_year.htm &type=5
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?
The mass transfer tool allows you to transfer up to 250 records at a time from one user to another user while keeping the existing team members intact. You can access this tool from Setup by entering Mass Transfer Records in the Quick Find box. References: https://help.salesforce.com/s/articleView?id=sf.mass_transfer_overview.htm &type=5
Which two solutions could an administrator find on the AppExchange to enhance their
Choose 2 answers
The AppExchange is an online marketplace where you can find solutions to enhance your Salesforce organization. Some of the solutions you can find on the AppExchange are consultants and components. Consultants are certified professionals who can help you with your Salesforce projects, such as implementation, customization, integration, training, etc. Components are reusable building blocks that you can use to create apps or pages in Salesforce, such as charts, calendars, maps, buttons, etc. References: https://appexchange.salesforce.com/consultants https://appexchange.salesforce.com/components
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 custom profile is a profile that can be created and customized by administrators to define what users can see and do in Salesforce based on their job function or role. It can be used by Cloud Kicks to give read, create, and edit access for objects and restrict users from deleting any records by creating and assigning a custom profile with delete access removed for each object in the object settings. Assigning the standard system administrator profile to analytical user, giving user view all access and assigning them to highest role in role hierarchy, or creating and assigning permission set that includes read, create, and edit access are not solutions for giving read, create, and edit access for objects and restricting users from deleting any records; they either give too much access or do not remove delete access. References: https://help.salesforce.com/s/articleView?id=sf.users_profiles.htm &type=5
Cloud Kicks is working on a better way to track its product shipments utilizing Salesforce.
Which field type should an administrator use to capture coordinates?
Geolocation fields allow you to store the latitude and longitude coordinates of a location. They can be used to calculate distances between records and display maps of accounts, contacts, leads, or other custom objects. References: https://help.salesforce.com/s/articleView?id=sf.customize_geoloc.htm &type=5
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
A dependent picklist and a custom picklist are the two features that can be used to fulfill the requirement. A global picklist and a multi-select picklist are not features that can be used to fulfill the requirement.
Here is a more detailed explanation of why A and B are the correct answers:
A dependent picklist is a picklist whose values are dependent on the value selected in another picklist. This is useful for ensuring that only valid values are selected for a field. In this case, the administrator can create a dependent picklist for the category field on accounts and cases, with the values for the picklist being dependent on the record type selected. This will ensure that only the relevant picklist values are available for selection based on the record type selected.
For example, the administrator could create a dependent picklist for the category field on accounts and cases with the following values:
This would ensure that only the relevant picklist values are available for selection when creating a new account or an existing account.
A custom picklist is a picklist that is created by the administrator. This is useful for creating picklists with values that are specific to the organization's needs. In this case, the administrator can create a custom picklist for the category field on accounts and cases, with the values for the picklist being specific to the organization's needs. This will ensure that the picklist values are relevant to the organization and its customers.
For example, the administrator could create a custom picklist for the category field on accounts and cases with the following values:
This would ensure that the picklist values are relevant to the organization and its customers.
Cloud Kicks executives have noticed the opportunity Expected revenue Field displays
How Should the administrator correct this?
Expected revenue is calculated as Amount x Probability. If the expected revenue field displays incorrect values, it means that the probability associated with the stage is not accurate. The administrator should change the probability to reflect the actual likelihood of closing the opportunity at that stage. References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_expected_revenue.htm &type=5
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 request?
Flow Solutions are pre-built flows or templates that can be installed from AppExchange and customized to meet specific business needs. For example, Flow Solutions can provide common use cases such as lead generation, document generation, payment processing, and more. In this case, the administrator can use a Flow Solution that provides a mortgage calculator and generates leads for loans. Flow Solutions are easy to install and configure, and can help save time and budget for projects. References: https://help.salesforce.com/s/articleView?id=sf.flow_solutions.htm &type=5
Sales users at Universal Containers are reporting that it is taking a long time to edit opportunity
records. Normally, the only field they are editing is the Stage field.
Which two options should the administrator recommend to help simplify the process?
Choose 2 answers
Paths allow you to display key fields and guidance for each stage of an opportunity. Kanban list views allow you to update records by dragging them between columns.
Cloud kicks want to give credit to Opportunity team members based on the level of effort
contributed by each person toward each deal.
What feature should the administrator use to meet this requirement?
Splits is a feature that should be used to meet this requirement. Splits allows users to assign credit to opportunity team members based on the level of effort contributed by each person toward each deal. Users can create different types of splits, such as revenue or overlay splits, and specify the percentage or amount of credit for each team member. References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_splits_overview.htm &type=5
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?
Freezing a user is a way to temporarily prevent them from logging in to Salesforce without deactivating their user record. This is useful when you need to perform some cleanup tasks before deactivating a user, such as removing them from being referenced in a hierarchy field like Direct Manager. References: https://help.salesforce.com/s/articleView?id=sf.users_freeze.htm &type=5
Dreamhouse Reality just announced its new home concierge offering. This product is unlike
anything the company has offered in the past and follows a different business model.
What Should the administrator Configure to meet this requirement?
A sales process is a set of stages that an opportunity goes through as it moves from creation to close. It can be customized by administrators to match different business models or product lines within an org. Creating a new sales process can help Dreamhouse Realty define a different set of stages for its new home concierge offering that is unlike anything the company has offered in the past and follows a different business model. Creating a quick action, a new approval process, or a new opportunity product are not solutions for creating a customized sales process; they are used for different purposes such as creating records, approving records, or adding products to opportunities. References: https://help.salesforce.com/s/articleView?id=sf.customize_salesprocess.htm &type=5
Northern Trail Outfitters wants to know the average stage duration for all closed Opportunities.
How should an administrator support this request?
The Opportunity Stage Duration report is a standard report that shows how long opportunities spend in each stage before they are closed. It can be used to measure the average stage duration for all closed opportunities by grouping and summarizing the data by stage name and duration fields. Using process builder to capture the daily average on each opportunity is not feasible because it would require creating multiple fields and formulas on the opportunity object and updating them every day. Adding formula fields to track stages on each opportunity is also not practical because it would require creating multiple fields and formulas on the opportunity object and maintaining them every time a stage changes. Refreshing weekly reporting snapshots for closed opportunities is not necessary because the report can run on real-time data without snapshots. References: https://help.salesforce.com/s/articleView?id=sf.reports_opportunity_stage_duration_report.htm &type=5
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?
To use Data Loader to mass import new records to a custom object from a new API, the administrator will need to append their security token at the end of their password to login. The security token is an alphanumeric code that is required for API access when logging in from an IP address that is not trusted by Salesforce. The security token can be obtained from the user’s personal settings or by resetting it via email. Adding a permission set, resetting the password and the security token, or using the Data Import Tool are not necessary for using Data Loader. References: https://help.salesforce.com/s/articleView?id=sf.data_loader.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.security_token.htm &type=5
Dream house realty needs to use consistent picklist values in the category field on accounts
and cases, with values respective to record types.
Choose 2 options
Dependent picklist and global picklist are two options that can be used to meet this requirement. Dependent picklist allows users to create a conditional relationship between two picklist fields, where the available values in one field depend on the value selected in another field. Global picklist allows users to create a set of picklist values that can be shared across multiple fields and objects, ensuring consistent values and reducing maintenance. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_dependent_picklists.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.picklist_global_picklists.htm &type=5
Which setting on a profile makes a tab hidden in the All App Launcher or viable in arty app, but still allows a user to view records that would normally be found under this tab?
To make a tab hidden in the All App Launcher or visible in any app, but still allow a user to view records that would normally be found under this tab, the administrator should use Tab Settings on a profile. Tab Settings control the visibility and default behavior of tabs for each app in an org. The administrator can set a tab to Hidden, which means it will not appear in any app or in the All App Launcher, but users can still access records via other means such as search or reports. Object Permissions, App Permissions, and Org-Wide Defaults are not related to tab visibility. References: https://help.salesforce.com/s/articleView?id=sf.customize_tabs.htm &type=5
The marketing team wants a new picklist value added to the Campaign Member Status field for
the upsell promotional campaign.
Which two solutions should the administrator use to modify the picklist field values?
Choose 2 answers
Campaign Status is a standard picklist field on the Campaign object that indicates whether a campaign is planned, in progress, completed, or aborted. Campaign Member Status is a custom picklist field on the Campaign Member object that indicates how a person responded to a campaign, such as sent, responded, registered, attended, etc. To add a new picklist value for Campaign Status, you need to edit the field in Object Manager. To add a new picklist value for Campaign Member Status, you need to modify the field on the Campaign Member Statuses related list on the Campaign page layout. References: https://help.salesforce.com/s/articleView?id=sf.campaigns_fields.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.campaigns_member_status.htm &type=5
Brokers at DreamHouse Realty need to see certain information about one or more cases when referencing the contact record. This record case Name, Case ID, Customer Name, Case Reason, Case Status, and Case Creation Date.
Which two changes in Setup should the administrator make?
To see certain information about one or more cases when referencing the contact record, an administrator can use two methods: edit the Related List component in the Lightning App Builder and choose Related List as the related list type; and use the page layout editor to include the appropriate column in the Cases related list. The Related List component is a component that allows users to view and edit records related to a parent record on a record page. The Related List component has two types: Related List and Enhanced List. The Related List type shows records in a table format with columns that match the page layout of the parent record. The Enhanced List type shows records in a compact format with fewer columns and actions. To change the type of the Related List component, an administrator can use the Lightning App Builder and select either Related List or Enhanced List from the properties panel. The page layout editor is a tool that allows administrators to control how fields, related lists, buttons, etc., are arranged on a record detail or edit page for each object. To include appropriate columns in a related list, such as case name, case ID, customer name, case reason, case status, and case creation date for cases related to contacts, an administrator can use the page layout editor and drag and drop the desired fields from the palette to the Cases related list on the contact page layout. References: https://help.salesforce.com/s/articleView?id=sf.lex_related_lists_component.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customize_pagelayouts_overview.htm &type=5
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?
Validation rules allow you to enforce data quality by preventing users from saving records that do not meet certain criteria.
References: https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm &type=5
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?
Validation rules allow you to prevent users from changing an opportunity close date to a date in the past.
References: https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm &type=5
The support manager at Cloud Kicks wants to respond to customers as quickly as possible. They
have requested that the response include the top five troubleshooting tips that could help solve the
What should the administrator suggest to meet these requirement?
Knowledge articles are documents that provide information or solutions about products, services, or processes in Salesforce. You can use knowledge articles to respond to customers quickly and consistently with accurate information. You can create different types of articles with different templates and fields, such as FAQ articles, troubleshooting articles, how-to articles, etc. To meet the requirement of responding to customers with the top five troubleshooting tips that could help solve their issue, you need to create knowledge articles with those tips and attach them to your email responses or case comments. References: https://help.salesforce.com/s/articleView?id=sf.knowledge_article_types.htm &type=5
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 record page is a type of page that should be created to meet this requirement. Lightning record page allows an administrator to customize the layout and components for a specific object record page in Lightning Experience or the Salesforce mobile app. To create tabs for account details, related lists, and chatter feeds, use the Tabs component in the Lightning App Builder and drag the desired components to each tab. References: https://help.salesforce.com/s/articleView? id=sf.app_builder_record_page.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.app_builder_tabs.htm &type=5