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.

• 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

Which of the following are standard capabilities of the Opportunity object?<br />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

What is true regarding Person Accounts?<br />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

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.

• A. Assignment Rules
• B. Escalation Rules
• C. Case Queues
• D. Case Monitoring

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

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

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

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?<br />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?<br />Choose 1 answer.

• A. Create a Visualforce wizard
• B. Create a flow with Flow Builder
• C. Create an approval workflow
• D. Create a process with Process Builder

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

• A. Person accounts can be enabled by simply checking a box in Setup
• B. Person accounts cannot be related to Contacts
• C. Person accounts do not support the Account Hierarchy feature
• D. Person accounts do not have a 'Parent Account' field