171-210

Universal Containers wants to convert a lookup relationship to a master-detail relationship. What action should the administrator take prior to converting the relationship?

• Remove roll-up summary fields on the parent prior to changing the field type.

• Delete the current lookup field before adding the new master-detail field.

• Ensure all existing records have a value in the current lookup field.

• Select the allow re-parenting option on the master-detail relationship field.

An administrator wants to set up a notification system that will notify the sales team whenever a lead status changes. Which feature should be used to accomplish this?

• Workflow rule

• Approval process

• Process Builder

• Assignment rule

Universal Containers wants to implement a custom process for handling customer feedback. They want to send out an automated email response whenever feedback is received. What is the best way to set this up?

• Use Process Builder to send an email notification

• Create a workflow rule with an email alert action

• Use a custom Apex trigger to send an email

• Create a scheduled report for customer feedback

A marketing manager wants to segment leads based on their status and needs to track how long leads stay in each status. Which method can the administrator use to accomplish this?

• Create a roll-up summary field on the lead object

• Enable field history tracking for the lead status field

• Use custom formula fields to calculate status duration

• Set up a report type specifically for leads

Universal Containers has a requirement to create a dashboard that provides insights into sales performance. They want to include data from various report types. Which feature allows an administrator to achieve this?

• Joined reports

• Dynamic dashboards

• Matrix reports

• Summary reports

The administrator is tasked with ensuring that the sales team can only view opportunities they own, but can see all accounts. What should be done to achieve this?

• Set the organization-wide defaults for opportunities to Public Read/Write

• Set the organization-wide defaults for opportunities to Private and for accounts to Public Read/Write

• Create sharing rules for opportunities

• Create a permission set for opportunities

An administrator wants to create a custom object to track service requests from customers. Which feature should be utilized to ensure that requests can be linked to specific customers?

• Lookup relationship to the Account object

• Master-detail relationship to the Account object

• Junction object

• External relationship

Universal Containers wants to ensure that any time a new lead is created, it is automatically assigned to the correct sales rep based on the territory. What tool can the administrator use to accomplish this?

• Assignment rules

• Process Builder

• Workflow rules

• Approval processes

An administrator is configuring a new custom object and wants to track changes to its records over time. Which feature should be enabled to meet this requirement?

• Field audit trail

• Field history tracking

• Change sets

• Data Loader

Universal Containers needs to calculate the total revenue generated from opportunities. What is the best method for an administrator to implement this?

• Create a roll-up summary field on the Account object

• Use a workflow rule to update the revenue field

• Create a formula field to calculate total revenue

• Use Process Builder to sum revenue fields