CRT101

Universal Containers has set the organization-wide default settings for accounts to private. Amy and Bob are on separate sales teams but are assigned to the same role in the hierarchy. Amy is a member of the "Sales West" public group and needs access to all accounts owned by Bob, a member of the "Sales East" public group. How would Amy obtain access to only Bob's accounts?

• Add Amy to the "Sales East" public group.

• Create a sharing rule between the "Sales West" and "Sales East" public groups.

• Add Amy to the role above Bob in the role hierarchy.

• Add Amy to Bob's default account team.

Which customization option is available for standard fields? (Choose two answers.)

• Delete standard fields

• Change the field type of standard fields

• Remove non-required standard fields from a page layout

• Rename standard field labels in the user interface

Sales executives at Universal Containers need to view a chart that displays opportunities grouped by stage and then by region. Which chart type can a system administrator use to accomplish this?

• Bar

• Funnel

• Gauge

• Donut

A system administrator at Universal Containers incorrectly imported a set of records and needs to remove them from Salesforce. 

Which tool should the administrator use to complete the task? (Choose two answers.)

• Salesforce roll-back

• Data loader

• Mass Delete

• Import Wizard

The marketing team at Universal Containers is responsible for creating new leads and distributing them to different regional sales groups for qualification.

How can a system administrator automate this process?

• Create a queue for the marketing team and a workflow alert to notify the team each time a lead is assigned to the queue.

• Create a queue for each regional group and a lead assignment rule to route leads to the queues.

• Create a default sales team for each regional group and a lead assignment rule to route leads to the default sales team.

• Create a queue for each regional group and a validation rule to enforce that the leads are assigned to the correct group.

What does the report type determine when a new report is created? (Choose two answers.)

• The objects included in the report

• Whether the report can be displayed in a dashboard

• The default columns in the report

• Whether the report will be tabular, summary, or matrix

Universal Finance has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to the High Wealth sales team members only. Retirement accounts should be visible to all sales users. How can a system administrator accomplish this?

• Create a new profile for Retirement sales team members and remove read access to High Wealth account records.

• Set the organization-wide default sharing to private and create sharing rules to share High Wealth accounts with the High Wealth team members public group and Retirement accounts with all sales users.

• Create a new record type for the High Wealth accounts and share the record type with High Wealth sales team members.

• Set the organization-wide default sharing to public read-only and create a sharing rule to limit access to High Wealth accounts.

What determines whether a user can create a new record using a specific record type?

• Field-level security

• Page layout

• Profile

• Sharing

Which feature restricts a user's ability to log in to Salesforce? (Choose two answers.)

• Login IP ranges

• Trusted IP ranges

• Login hours

• Password policies

Universal Containers set the organization-wide default settings for account to private. The system administrator has added a new role to the role hierarchy. Users assigned to the new role need read access to accounts owned by other members of the role. How can an administrator accomplish this?

• Select Grant Access Using Hierarchies for accounts.

• Add the role to the account teams.

• Create an account sharing rule.

• Create a public group for the role.