John Smith, the Operations Director at Acme Solutions, volunteers as an Executive Facilitator at Girls Who Code (GWC) to fulfill his company's corporate responsibility mission. However, belonging to two organizations creates a duplicate contact entry for him in their Salesforce CRM. How can a Salesforce Administrator handle this scenario? Choose 1 answer.

A. Enable the 'Contacts to Multiple Accounts' feature, add John Smith in the 'Related Contacts' list on the GWC account record, and ensure that Acme is recorded in the account field on John Smith's contact record

B. Use Visualforce to flag the duplicate entry, which would indicate that the duplication is not an error but is required to maintain data integrity

C. Create two record types for Acme and GWC respectively, and display John Smith as the Director of Operations in the Acme Record Type and John Smith as the Executive Sponsor in the GWC Record Type

D. Hide John Smith's contact record from the 'Related Contacts' list on GWCs Account Page Layout

Global Insurance would like users to be able to enter policy and advisor details on a screen. When a user clicks the 'Next' button on the screen, the advisor commission related to the details entered by the user should be displayed on the next screen. What would be the recommended solution for this requirement? Choose 1 answer.

B. Create a flow with Flow Builder

D. Create a process with Process Builder

What is true regarding person accounts in Salesforce? Choose 2 answers.

C. Person accounts do not support the Account Hierarchy feature

D. Person accounts do not have a 'Parent Account' field

A. Person accounts can be enabled by simply checking a box in Setup

B. Person accounts cannot be related to Contacts

Cool Air Conditioners has been using Service Cloud to manage cases, but they are now considering using it to manage field service jobs. They would like to track field service activity and assignment to technicians. What is the recommended solution to meet these requirements? Choose 1 answer.

D. Utilize the standard objects, Work Order and Work Order Line Items

A. Extend the Service Cloud configuration to handle Field Service cases

B. Use real time API integration to connect Salesforce with an external field service application

C. Install an AppExchange product that provides Field Service functionality

Sarah has set up the standard Email-to-Case functionality and is testing it. She has found that cases are created from emails sent to the designated email address with the subject populated from the email subject and the case description populated from the email body. The support emails are sent using a standard format that includes the case priority and site location of the customer issue. How can these fields be set automatically when the case is created? Choose 1 answer.

B. Create a custom email handler to map the fields

A. Add field mappings for custom priority and site location in the Email-to-Case settings

C. Create an after trigger on the case object to update the case priority and site location fields

D. Create a workflow rule to update the case priority and site location fields

The marketing department of Cosmic Marketing Solutions would like to manage email campaigns and track responses, including the number of opens and clicks in Salesforce. They do not need the complete functionality of Marketing Cloud at this stage. What is the recommended solution for this requirement? Choose 1 answer.

C. Use a third party app from the AppExchange

A. Use the standard campaign functionality

B. Use a third party email campaign application and integrate it with Salesforce

D. Build custom functionality that tracks the responses

High Mountain Travel Company currently uses both Sales Cloud and Service Cloud. The current financial application used by the company has reached its end of life, and the management is considering a replacement that can be accessed by users from Salesforce. What would be recommended in this situation? Choose 1 answer.

D. Evaluate financial applications on the AppExchange to determine if one of them meets the organization's requirements.

A. Use Salesforce Connect to set up a new financial application that has the same functionality.

B. Salesforce functionality is limited to Sales, Service, and Marketing, so consider the implementation of an independent ERP system.

C. Evaluate building the required financial application using the Lightning App Builder.

A real estate application has been configured in your Salesforce org. When people are interested in leasing apartments, they are requested to send an email with their application attached and include in the email which apartment they are interested in. The Leasing Manager of your company would like the email to be processed in Salesforce, creating an application record automatically. Which of the following is a solution that can be utilized for this requirement? Choose 1 answer.

D. Develop an email handler to process the email and attachment

A. Use the standard Web-to-Case functionality

B. Use the standard Web-to-Lead functionality

C. It is not possible to process email attachments in Salesforce

Mary is a Salesforce administrator who is considering various requirements for managing customers. Which standard account features could she make use of? Choose 3 answers.

A. Relating customers in a hierarchy

B. Tracking the team that works on a customer account

C. Specifying the part that a person plays in an organization

D. Automatically updating the customer's credit rating

E. Creating an internal organizational chart for the account

Global Containers plans to run a direct mail promotion and needs to add campaign members. What are the standard capabilities available to add campaign members? Choose 3 answers.

A. Import leads and contacts from a CSV file

D. Add contacts, leads, and person accounts individually from their detail page

E. Add contacts, leads, or person accounts from a report

B. Add related leads from the account detail page

C. Add a related contact from a case detail page

Which of the following capabilities are provided by the core CRM objects in the Salesforce schema? Choose 3 answers.

A. Tracking sales deals and pipelines

C. Recording customer feedback, problems or questions

D. Tracking prospective customers

B. Recording time spent on projects in timesheets

Bob is a Salesforce Administrator who has been approached by his Sales Manager who is looking to gain more insight into the customers' interactions with the company via social media. He wants to use the information to generate leads for his sales reps. He would like to implement a solution within a month, before the end of the fiscal quarter. What should Bob do? Choose 1 answer.

C. Install an application from the AppExchange to pull information from social media applications

A. Create a custom application using Apex and Visualforce to pull the information from social media applications

B. Create a workflow to pull the information from social media applications

D. Create a process using Process Builder to pull information from social media applications

There is a requirement to rate all accounts daily based on the value of opportunities closed in the last year. The account with the highest value of opportunities closed in the last year should be rated number 1, and so on until the account with the lowest value of closed opportunities. How could this requirement be achieved? Choose 1 answer.

D. Use a Batch Apex job and schedule it to run each night

A. Use Process Builder and schedule an action to run each night to sort and rate all accounts

B. Use a time-dependent workflow action to update the 'Rating' field

C. Use an Apex trigger on the Account object and schedule it to run each night

Cool Air Conditioners has been using Service Cloud to manage cases, but is now considering using it to manage field service jobs. It would like to track field service activity and assignment of field service jobs to technicians. What is the recommended solution to meet these requirements? Choose 1 answer.

B. Enable Field Service Lightning and utilize the standard objects, Service Appointment, Work Order, and Work Order Line Items

A. Extend the Service Cloud configuration to handle Field Service cases

C. Use real time API integration to connect Salesforce with an external field service application

D. Install an AppExchange product that provides Field Service functionality

Global Containers plans to start using Orders in Salesforce to track customers' requests for products and services. What standard features of the 'Order' object could they make use of? Choose 3 answers.

A. Associate an order with an account and optionally with a contract

B. Create an order directly from a contract's detail page

D. Create an order directly from an account's detail page

C. Change a new order's currency after cloning from an existing order with products

E. Create recurring orders for purchases made regularly

A Customer Service agent has received a call regarding a printer that needs repair. A technician needs to visit the customer to fix it. How can this information be stored in Salesforce? Choose 1 answer.

A. Create a Work Order linked to the customer's Asset

B. Create an Asset linked to a Case

C. Create a Case Product linked to a Case

D. Create an Order Product linked to the customer' Asset

When an address on an account is entered, the account address should be validated using an external web service. What is the best way to accomplish this? Choose 1 answer.

A. Call the external web service via a button on a Visualforce page and validate the address

B. Use Process Builder to call the external web service to validate the address when the account object is created or edited

C. Use a workflow rule to perform a validation when the address is changed

D. Use a validation rule to validate the address using the external service

Dan is considering the requirement to ensure that the value in a custom field 'Source Country' on the Order object is validated against the standard list of ISO countries that are valid for a particular type of order when the order is saved. What is the best way to achieve this requirement? Choose 1 answer.

B. Create a validation rule using the VLOOKUP function

A. Create a validation rule using a CASE statement

C. Create a before trigger and validate the value using APEX code

D. Create an after trigger and validate the value using APEX code

Global Containers plans to start using Lead Management in Salesforce. What capabilities of the Lead object could they make use of? Choose 3 answers.

B. Lead Conversion to Account and Contact

D. Lead Conversion to Opportunity

Your organization has recently completed a large marketing campaign across the globe. The Marketing Director wants to collect customer feedback related to the campaign. He wants to use Salesforce for sending survey forms and collating the survey results directly within Salesforce. What would you recommend? Choose 2 answers.

B. Look for an AppExchange solution that meets the requirements

D. Consider using the Salesforce native survey functionality

A. Use a third party cloud survey application and integrate it with Salesforce

C. Develop a custom survey application using .Net and integrate it with Salesforce

New Horizon Satellites uses Salesforce for opportunity management for its data service products. There are many variables and complex combinations that can be configured when offering a data service. The company currently uses Excel to produce quotes but would like to use Salesforce instead. What would be the recommended solution? Choose 2 answers.

C. Use Salesforce Quote-to-Cash functionality

D. Look for an AppExchange product that meets the requirements

A. Create a Visualforce page that displays the quote and allows saving it as a PDF

B. Create a custom button that allows exporting the opportunity details to Excel

E. Use the standard Quote template functionality

Spotless Cleaning Equipment would like to track the parts that are most often faulty when a technician conducts field repair on cleaning equipment. The company uses Work Orders and Work Order Line Items in Salesforce to track work to be performed for a customer. How can this requirement be met? Choose 1 answer.

B. Create a Work Order Line Item linked to the Asset for the faulty part

A. Parts cannot be recorded in Salesforce

C. Create a Work Order linked to the Asset for the faulty part

D. Record the faulty part in a custom field on the Work Order object

Which of the following are standard capabilities of the Lead object? Choose 2 answers.

B. Leads can be automatically assigned to users or queues

C. Queues can be created to prioritize and assign leads to marketing or sales teams

A. Custom object records that have been related to a lead can be copied when a lead is converted to an account, contact and/or opportunity

D. The administrator can map standard or custom lead fields to fields on the Account, Contact and Opportunity objects as part of lead conversion.

What is the result of enabling the 'Roll Up of Activities to a Contact’s Primary Account' feature in Activity Settings? Choose 1 answer.

C. Related task and events of contact are displayed in the primary account of the contact

A. Activity details related to contact will only be displayed in the contact's primary account

B. Activity field values can be aggregated and rolled up in a custom field on the primary account

D. All tasks and events are assigned to the record owner of the contact's primary account

Mark Jones is the Finance Director at Global Insurance. Global Insurance is the account on his contact record. He is also the Executive Facilitator at FinTech Corporation and needs to be added to the FinTech Corporation account record as a contact. How would this be represented in Salesforce if the 'Contacts to Multiple Accounts' feature is enabled? Choose 1 answer.

B. Mark would be a direct contact at Global Insurance and indirect contact at FinTech Corporation

A. Mark would be a direct contact at both Global Insurance and FinTech Corporation

C. Mark would be an affiliated contact at both organizations

D. Mark would be the indirect contact at Global Insurance and direct contact at FinTech Corporation

Which of the following are true with regard to relating Tasks and Events to other objects? Choose 3 answers.

B. Leads are associated via the WhoId

C. Accounts are associated via the WhatId or AccountId

D. Assets are associated via the WhatId

A. Contacts are associated via the WhatId

The Sales Director of a company recently noticed duplicate contact records created for different accounts. The duplicate records are valid since the contacts, for example, are full-time employees on one account and at the same time volunteer staff on another account. What can a Salesforce Administrator do to fix this? Choose 1 answer.

D. The Salesforce Administrator should enable the 'Contacts to Multiple Accounts' feature, and then designate the primary and related Accounts in the 'Related Accounts' list on Contact.

A. This cannot be fixed since a contact can only be linked to a single account; if a contact is affiliated with multiple accounts, then a contact record would be created for each account.

B. The Salesforce Administrator should enable the 'Account to Multiple Contacts' feature, and then designate the primary and related Contacts in the 'Related Contacts' list on Account.

C. The Salesforce Administrator should create a multi-select picklist field on the Contact object and use it to associate the record to multiple Account records.

Salesforce Fundamentals

Authored by Javier Munoz

Professional Development

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37 questions

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MULTIPLE SELECT QUESTION

30 sec • 1 pt

A Sales Manager often finds that contact has a relationship with multiple companies and would like to keep track of these relationships. How can a Salesforce Administrator enable this? Choose 2 answers.

A. Create a cross-object formula on the Contact object to add related accounts in the Related Accounts section

B. Add the Related Accounts related list to the Contact page layout, add the Related Contacts related list on the Account page layout, and delete the existing Contact related list on the Account page layout

C. Create a validation rule to ensure all related accounts are added to the contact

D. Enable the 'Contacts to Multiple Accounts' feature

E. Add the Related Accounts related list to the Contact page layout, and update the existing Contacts related list on the Account page layout

MULTIPLE SELECT QUESTION

30 sec • 1 pt

Which of the following are standard capabilities of the Opportunity object? Choose 3 answers.

A. Team selling using an Opportunity Team

B. Ability to define multiple sales processes

C. Opportunity assignment rules

D. Quote creation from an Opportunity

E. Cloning an Opportunity and selecting fields to copy

MULTIPLE SELECT QUESTION

30 sec • 1 pt

What is true regarding Person Accounts? Choose 3 answers.

A. Once Person Accounts are enabled they cannot be disabled

B. Person Accounts have the same fields as a business account

C. Person Accounts do not have an account hierarchy

D. If Person Accounts are enabled, when creating an account, the type of account to create needs to be selected

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Global Containers plans to start using Case Management in Salesforce. Which of the following capabilities is not a feature of Case Management? Choose 1 answer.

A. Assignment Rules

B. Escalation Rules

C. Case Queues

D. Case Monitoring

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Global Containers requires that when saving an opportunity record, a check is performed to determine if the opportunity amount is the highest value in the current year for all opportunities in the org. If so, a checkbox on the opportunity record should be marked and an email should be sent to the record owner's manager. What one Salesforce feature can be used to handle this requirement? Choose 1 answer.

A. Apex Trigger

B. Flow Builder

C. Formula Field

D. Workflow Rule

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Grand College is an educational institution that tracks student data using Salesforce. It would like to generate the attendance records for its students in a printable PDF format with data from multiple objects. Which of the following would help in achieving this use case? Choose 1 answer.

A. Page Layout

B. Feed Tracking

C. Visualforce

D. Create a report and export it as PDF

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Global Containers uses the account hierarchy to record the structure of businesses in various regions and locations. The Salesforce Administrator working for the company has been asked to provide a rolled up total of the number of opportunities associated with accounts across all levels of the hierarchy. The display of the accounts should be indented according to the level in the hierarchy. How could this be created? Choose 1 answer.

A. Create a Visualforce page and controller that displays the data in the required format

B. Create a new custom report type and include a roll-up summary field for the total number of opportunities

C. Use the standard Account report type and create a new report for the number of opportunities related to each account

D. It is not possible to create a report with this data

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Salesforce Fundamentals

A Sales Manager often finds that contact has a relationship with multiple companies and would like to keep track of these relationships. How can a Salesforce Administrator enable this?<br />Choose 2 answers.

Which of the following are standard capabilities of the Opportunity object?<br />Choose 3 answers.

What is true regarding Person Accounts?<br />Choose 3 answers.

Global Containers plans to start using Case Management in Salesforce. Which of the following capabilities is not a feature of Case Management?<br />Choose 1 answer.

Grand College is an educational institution that tracks student data using Salesforce. It would like to generate the attendance records for its students in a printable PDF format with data from multiple objects. Which of the following would help in achieving this use case? Choose 1 answer.

What is true regarding person accounts in Salesforce?<br />Choose 2 answers.

Access all questions and much more by creating a free account

Similar Resources on Wayground

Popular Resources on Wayground

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