Universal Containers created a new custom object to track Inventory items. The Support Team cannot see the Inventory object's tab. Which two settings should the System Administrator check to find the cause of the problem? Choose 2 answers

Inventory object Sharing Settings

The marketing team is asked to provide branding and messaging for email templates to be used throughout the customer support process. In which two locations can the System Administrator implement customer-facing email templates with respect to Cases? Choose 2 answers

Support Rep's Send Email options

Universal Containers has a team of Account Managers that requested email alerts any time an Opportunity or Case is created on Accounts that they own. What is the minimum number of workflows needed to accomplish this task?

Two workflow rules with one email alert each

One workflow rule with two email alerts

Four workflow rules for create and update on Opportunities and Accounts

No workflow rules, but two email alerts

The Universal Containers CEO does not want to see the list of Contacts when viewing an Account page, but still needs to access Contact records. How should a System Administrator configure this?

Create an Account page layout without the Contacts Related List.

Remove Read access permissions for Contacts from the CEO's Profile.

Set the Contact Org-Wide Default Sharing Settings to Private.

Remove the Account Related List from the Contact page layout.

Universal Containers wants to create a field to store credit card numbers and needs to make sure the information is protected. Which two actions allow the System Administrator to provide enhanced security for this field? Choose 2 answers

Create an Encrypted Text field.

Update Field-Level Security settings.

Configure different Page Layouts for users.

Use different Record Types for users.

Universal Containers has three Account record types: Prospect, Customer, and Vendor. The Customer record type is only for Accounts that have a Closed Won Opportunity. How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records?

Remove the Customer Record Type as an Assigned Record Type in the users' Profiles and Permission Sets.

Create a Workflow Rule or Process to change the Record Type from Customer to Prospect.

Create an Account Validation Rule that prevents new Accounts with the Customer Record Type from being saved.

Create an Account Auto-Assignment Rule to assign the Prospect Record Type to all new Accounts.

Universal Containers has an Auto-response rule to send emails when a customer submits a new Case and an Assignment rule to determine Case ownership for new Cases. In addition, the Case object has validation rules to ensure that each Case includes values for all fields needed by its owner to resolve the Case. Workflow Rules and Escalation Rules ensure that a support manager is properly notified when a Case remains unresolved for too long. In what order does Salesforce process the immediate actions associated with Workflow Rules and related business automations for a newly created record?

Validation rules, Assignment rules, Auto-response rules, Workflow rules, Escalation rules

Workflow rules, Validation rules, Assignment rules, Escalation rules, Auto-response rules

Validation rules, Escalation rules, Assignment rules, Auto-response rules, Workflow rules

Escalation rules, Validation rules, Workflow rules, Auto-response rules, Assignment rules

Which two actions allow the System Administrator to limit Chatter access during roll-out to a subset of Salesforce users? Choose 2 answers

Create a Permission Set with the "Enable Chatter" permission for the subset of users.

Edit a Profile to "Enable Chatter" for the subset of users.

Create an email invitation for the subset of users.

Add the subset of users to the company-wide Chatter group.

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

Check the all-day event checkbox on the event.

Ask the System Administrator to check all-day events in the Activity settings.

Ensure the event is scheduled for times within the Start and End of Day hours.

Use a task for an all-day event because then no time fields are needed.

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

The license becomes available for reassignment.

The license is removed from the billable licenses for the organization.

The license is automatically assigned to another user.

The license is listed as Inactive.

What are two benefits of using Data Categories with Salesforce Knowledge? Choose 2 answers

Articles can be classified into groups.

Article access can be controlled.

Articles can be referenced in Chatter posts.

Article Owners can track views.

What is a benefit of using a Lookup Filter instead of a Validation Rule?

improves user efficiency when selecting a related record

adds the ability to edit multiple records from list views

faster page refresh on the Salesforce Mobile App

better error messages when an incorrect record is selected

Universal Containers uses a hybrid sharing model where Accounts and Contacts are Read Only and Opportunities and Cases are Private. Account Executives (AE) own all the Accounts. Some Contacts are owned by AEs, and other Contacts are owned by support reps. How should the System Administrator ensure the AEs can edit all the Contacts associated with their Accounts, no matter who owns the Contact?

Select the edit all associated contacts option for the AE Role in the Role Hierarchy.

Use the Mass Transfer Tool to transfer ownership of all Contacts to the AEs.

Create a read/write Sharing Rule to share all related Contacts with the Account owner.

Account owner privileges give the AE edit access to all related records by default.

Universal Containers has an inside sales team that only sells warranty renewals and an outside sales team that only sells products. Each type of sale captures different information and has a different sales cycle. How should the System Administrator configure Salesforce to meet these requirements?

Create a Page Layout, Sales Process, and Record Type for each type of sale.

Create a Validation Rule that displays the correct Page Layout and Sales Process based on Role.

Create a custom Object for warranty renewals with the appropriate Sales Process.

Create a custom picklist field on the Opportunity to specify if it is a product or warranty sale.

Universal Containers uses a custom object within the product development team. Product development, executives, and System Administrators should be the only users with access to records of this object. Product development needs read/write access to all the records within the object, while the executives should only be able to view the records. How can the System Administrator configure the security model to meet these requirements?

Set the Organization-Wide Defaults for the custom object to Public Read Write; create a Read Only Sharing Rule to share all records in the object with the Executive Public Group.

Set the Organization-Wide Defaults for the custom object to Public Read Write; Give the Product Development Profile Read, Create, Edit permissions; give the Executive Profile Read Only permissions for that object.

Set the Organization-Wide Defaults for the custom object to Private; give the Product Development Profile Modify All for the object; give the Executive Profile View All access.

Set the Organization-Wide Defaults for the custom object to Private; add the Executive users to the default team for the object; add the default team to all the records.

Which report should a System Administrator use to display the number of Contacts related to an Account?

Summary report with a report formula

Tabular report with a Roll-up Summary Account field

Tabular report with a report formula

Summary report with a Roll-up Summary Account field

Universal Containers regularly imports Accounts from an external order system that has its own ID field for each record. What should the System Administrator do to help prevent duplicates during these imports?

Create a unique External ID field on Accounts in Salesforce for matching.

Use the ID from the order system in place of the Salesforce ID.

Use VLOOKUP to find matching records in Salesforce.

Create a formula field that identifies matches.

What are two Initial Submission Actions in an Approval Process? Choose 2 answers

The record is locked for everyone except the Owner.

An outbound message can be sent to another application.

A task can be assigned to users in a specific Profile.

The value of a field on the record can be updated.

Universal Containers wants to track Invoice Payments on an Opportunity Related List. Only the Finance Team should see this Related List; however, all Users should be able to view Invoice Payment reports. How should the System Administrator implement this requirement?

Create a new Page Layout and Profile for the Finance Team.

Only grant Finance access to the Invoice Payment object.

Set the Invoice Payment Org-Wide Sharing Settings to Private.

Build an Invoice Payment report with a Running User of Finance.

Support Representatives at Universal Containers want the same Technical Engineer group to be associated with each new Case. What should a System Administrator define to implement this requirement?

a Default Case Team on each Account record

a Case Assignment Rule to associate the Case Team

a Workflow Rule to add the Case Team

a Default Case Team on each User's record

Universal Containers uses a private data access model. Product managers and sales representatives are in different branches of the role hierarchy. What should an Administrator do to ensure that product managers can report on opportunities in their product line?

Create a sharing rule based on criteria.

Save all opportunity reports in a public folder.

Move all product managers to a role below the sales representatives.

Which two parameters are configured using Locale settings? Choose 2 answers

First/Last Name and Date format

Phone Number and Currency format

What should a System Administrator do first to troubleshoot login error messages?

Check the user's login history related list.

Log in as the user to view the error message.

Review entries in the Setup Audit Trail.

Search the debug log for the error message.

In which situation is the Case Contact notified when a support representative adds a new case comment?

The Support Representative uses the Send Email Action on the Case Feed.

The Support Representative posts the comment to the Case Chatter Feed.

The System Administrator enables Case Comment Notification to Contacts.

Universal Containers uses a private sharing model for Cases. Each product line has several product specialists who want to have visibility to all Cases involving their product line. How should the System Administrator meet this requirement?

Create a pre-defined Case Team for each group of product specialists and assign the team using Case Assignment Rules.

Change the Org-Wide Default for Cases to Controlled By Parent and add product specialists to Account Teams.

Add the product specialists to the Account Team for each Account that has purchased a product from the product line.

Create an owner-based Case Sharing Rule to share corresponding Cases with the product specialist role.

Which configuration action should be performed to ensure every Case gets assigned to a valid Owner?

Define the Default Case Owner in Support Settings.

Create a Workflow Rule that checks for a blank Owner field.

Create a Validation Rule based on the Created By field.

Configure a default value for the Case Owner field

Which two best practices are recommended prior to mass-deleting records? Choose 2 answers

Schedule a weekly data export and download the backup zip files.

Run and export a report to archive data before deletion.

Download a Setup Audit Trail for the last six months before deletion.

Create a new list view for all records that need to be deleted.

How should a System Administrator ensure that a Picklist field's values display in consistent colors on all reports?

Update the Picklist field and set the color for each value.

Configure Report Conditional Highlighting for each value.

Create a Formula field that defines the color for each value.

Use a Bucket field that defines the color for each value.

The Sales Operations team notices an increase in Opportunities without Products. Which configuration change should the System Administrator make to help Sales Reps remember to add Products to every Opportunity?

Enable the Opportunity setting to prompt users to add products to opportunities.

Create a related list to enable the user to view the related products.

Set the Org-Wide Defaults for Price Books to Use and Products to Read Only.

Create a Workflow Rule on the Opportunity object to add a default Product to Opportunities with no Products.

How can a System Administrator discover who added a field to the account page layout?

Review the Account Last Modified By field.

Create a poll in the Admin Chatter group.

Download the Setup Audit Trail.

At Universal Containers, the sales managers would like Opportunities that have NOT been updated in the past 30 days to automatically be flagged. How should a System Administrator implement this requirement?

Create a formula field to calculate the time since last update and display an image of a red flag if it meets the defined criteria.

Add a formula to the default value of the Last Modified Date field to turn the text red if the record meets the criteria.

Add a formula to the default value of the Opportunity name field to turn the background red if the record meets the criteria.

Create a formula field to show the Last Login date of the Owner and display an alert message if it meets the defined criteria.

How should the System Administrator implement biweekly notifications for Sales Reps that include Opportunities that need attention based on the Opportunity Owner's last login, past due Opportunities, and all Opportunities that have not been updated in the last 30 days?

Create Opportunity Update Reminders.

ADMIN SF 201

Authored by Fritz Moran

Professional Development

Used 8+ times

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Content View

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60 questions

Show all answers

MULTIPLE CHOICE QUESTION

1 min • 1 pt

Which Salesforce capability allows customers to vote on new product features?

Answers

Ideas

Knowledge

Articles

MULTIPLE CHOICE QUESTION

1 min • 1 pt

The customer support team wants to use a different Page Layout when closing a Case.
Which method should the System Administrator use to fulfill this request?

Record Type and Page Layout

Case Close Page Layout

Support Process

Field-Level Security

MULTIPLE SELECT QUESTION

1 min • 1 pt

Which three reports can be used to display a list of the Top 10 Accounts on a dashboard?
Choose 3 answers

summary report with a chart

summary report without a chart

tabular report with Rows to Display set to 10

summary report with Rows to Display set to 10

tabular report with a chart

MULTIPLE CHOICE QUESTION

1 min • 1 pt

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

Campaign Influence

Campaign Members

Campaign Hierarchy

Primary Campaign Source

MULTIPLE CHOICE QUESTION

1 min • 1 pt

Universal Containers created a Time-Based Workflow rule that sends a follow-up email to the customer two days after a Case is closed. The System Administrator wants to verify that the workflow functions correctly.
Which queue should the System Administrator view to monitor pending Workflow Actions?

Background Jobs Queue

Outbound Messaging Delivery Queue

MULTIPLE CHOICE QUESTION

1 min • 1 pt

Universal Containers wants internal support requests to be directed to any of the IT representatives. They want external support requests to be directed to customer support representatives based on the contact's location.
What should the System Administrator use to set this up?

Auto-responses Rules and Profiles

Territory Management and Teams

Automated Notifications and Groups

Assignment Rules and Queues

MULTIPLE CHOICE QUESTION

1 min • 1 pt

Universal Containers wants Sales Reps to process credit card payments when an Opportunity is Closed Won.
Which approach should the System Administrator use to enable this feature?

Build a standard Visualforce page and Salesforce site.

Create a Workflow Rule Email Alert to notify Finance.

Install an AppExchange credit card payment package.

Add payment detail custom fields to the Opportunity.

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ADMIN SF 201

Which Salesforce capability allows customers to vote on new product features?

The customer support team wants to use a different Page Layout when closing a Case.
Which method should the System Administrator use to fulfill this request?

Which three reports can be used to display a list of the Top 10 Accounts on a dashboard?
Choose 3 answers

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

Universal Containers created a Time-Based Workflow rule that sends a follow-up email to the customer two days after a Case is closed. The System Administrator wants to verify that the workflow functions correctly.
Which queue should the System Administrator view to monitor pending Workflow Actions?

Universal Containers wants internal support requests to be directed to any of the IT representatives. They want external support requests to be directed to customer support representatives based on the contact's location.
What should the System Administrator use to set this up?

Universal Containers wants Sales Reps to process credit card payments when an Opportunity is Closed Won.
Which approach should the System Administrator use to enable this feature?

A System Administrator cannot share a report folder. What is a possible reason?

The reports in the folder are already shared with other users.

The reports in the folder only reference custom objects.
Folder Sharing is not enabled for the Org.

The folder is private

Universal Containers created a new custom object to track Inventory items. The Support Team cannot see the Inventory object's tab. Which two settings should the System Administrator check to find the cause of the problem?
Choose 2 answers

Which two changes are tracked in the Setup Audit Trail? Choose 2 answers

Access all questions and much more by creating a free account

Similar Resources on Wayground

Popular Resources on Wayground

Discover more resources for Professional Development

ADMIN SF 201

Which Salesforce capability allows customers to vote on new product features?

The customer support team wants to use a different Page Layout when closing a Case.Which method should the System Administrator use to fulfill this request?

Which three reports can be used to display a list of the Top 10 Accounts on a dashboard?Choose 3 answers

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

Universal Containers created a Time-Based Workflow rule that sends a follow-up email to the customer two days after a Case is closed. The System Administrator wants to verify that the workflow functions correctly.Which queue should the System Administrator view to monitor pending Workflow Actions?

Universal Containers wants internal support requests to be directed to any of the IT representatives. They want external support requests to be directed to customer support representatives based on the contact's location.What should the System Administrator use to set this up?

Universal Containers wants Sales Reps to process credit card payments when an Opportunity is Closed Won.Which approach should the System Administrator use to enable this feature?

A System Administrator cannot share a report folder. What is a possible reason?The reports in the folder are already shared with other users.The reports in the folder only reference custom objects.Folder Sharing is not enabled for the Org.The folder is private

Universal Containers created a new custom object to track Inventory items. The Support Team cannot see the Inventory object's tab. Which two settings should the System Administrator check to find the cause of the problem? Choose 2 answers

Which two changes are tracked in the Setup Audit Trail? Choose 2 answers

Access all questions and much more by creating a free account

Similar Resources on Wayground

Popular Resources on Wayground

Discover more resources for Professional Development

The customer support team wants to use a different Page Layout when closing a Case.
Which method should the System Administrator use to fulfill this request?

Which three reports can be used to display a list of the Top 10 Accounts on a dashboard?
Choose 3 answers

Universal Containers created a Time-Based Workflow rule that sends a follow-up email to the customer two days after a Case is closed. The System Administrator wants to verify that the workflow functions correctly.
Which queue should the System Administrator view to monitor pending Workflow Actions?

Universal Containers wants internal support requests to be directed to any of the IT representatives. They want external support requests to be directed to customer support representatives based on the contact's location.
What should the System Administrator use to set this up?

Universal Containers wants Sales Reps to process credit card payments when an Opportunity is Closed Won.
Which approach should the System Administrator use to enable this feature?

A System Administrator cannot share a report folder. What is a possible reason?

The reports in the folder are already shared with other users.

The reports in the folder only reference custom objects.
Folder Sharing is not enabled for the Org.

The folder is private

Universal Containers created a new custom object to track Inventory items. The Support Team cannot see the Inventory object's tab. Which two settings should the System Administrator check to find the cause of the problem?
Choose 2 answers