Salesforce Admin

Your organization has several thousand lead records populated within Salesforce and is planning to extend lead functionality by implementing record types.

What should be considered prior to implementing record types?

• Record types are not supported on the lead object.

• Existing lead records will not be assigned a record type after record types are enabled.

• Record types cannot be implemented when records are populated within the object.

• Existing page layouts cannot be used when record types are implemented.

Your organization classifies accounts as either customers or prospects. The VP of sales would like to ensure that fields “Lead Source” and “Customer ID” are required when a customer account is created. When a prospect account is created, “Lead Source” should be present but not required, and “Customer ID” should not appear on the page. All sales users interact with both customer and prospect accounts.

How should this get implemented within Salesforce?

• Use a field to capture account type and a validation rule to enforce Customer ID population.

• Create records types to capture account type and page layouts to drive page behavior.

• Use a field to capture account type and field settings to enforce Customer ID population.

• Use a field to capture account type and page layouts to drive page behavior.

The inside sales team frequently follows up with open leads that have not been contacted within the last 14 days. What feature of Salesforce can be leveraged to enable the team to quickly identify and contact these leads?

• Reports

• Workflow Rules

• List Views

• Dashboards

Which of the following will appear within the “Past Activity” section when viewing a record in Lightning Experience? (Select 2 answers)

• Events with a start time that is prior to the current time

• Completed tasks

• Completed events

• Tasks with a start date that is prior to the current time

The role “Account Executives” has been configured as a subordinate of the “VP of Sales” role.

Jim belongs to the “VP of Sales” role. Judy belongs to the “Account Executives” role. The opportunity sharing model is “Public Read/Write”. Both users are assigned to a profile that grants create/read/update/delete access to the opportunity object. Which of the following is NOT true?

• Jim can delete opportunities that Judy owns.

• Judy can delete opportunities that Jim owns.

• Jim and Judy can both edit opportunities owned by other users.

• Jim and Judy can both report on opportunities owned by other users.

Your organization’s sales team is split into two functional units: product sales and service sales. Members of the product sales team must be able view opportunities owned by other users in their department. However, each user within the service sales team should only be able to view the opportunities that they own.

What steps MUST be taken to meet the above requirements? (Select 2 answers)

• Enable selling teams.

• Create separate profiles for the product and service teams.

• Set the org-wide default (OWD) for the opportunity object to private.

• Create a sharing rule.

A subset of the users within the sales and marketing departments need access to two report folders and several list views on the lead and opportunity object. What mechanism is most appropriate to grant access to these resources?

• Public Group

• Role

• Sharing Rule

• Profile

Which of the following permissions is required to access data in Salesforce via the Data Loader?

• View All Data

• API Enabled

• View Setup and Configuration

• Import Data

At Universal Systems, the IT department currently manages the creation and deactivation of all Salesforce users. The sales team would like a sales operations person to manage the user creation and deactivation for members of the sales team. The IT department does not want the sales operations person to have access to have modify users outside of the sales department.

What feature of Salesforce can be leveraged to grant a non-administrative user the ability to manage a subset of Salesforce users?

• Permission Set

• Profile

• Delegated Administration

• Role

The sales team would like to see the historical values of a numeric field on the account when it is changed. What feature of Salesforce should be leveraged to meet this need?

• Field History Tracking

• Analytic Snapshots

• Page Layouts

• Workflow Rules