WorksheetsReview of the Day 3
Total questions: 12
Worksheet time: 9mins
Manager needs to be notified when large opportunities are getting close to Closed Won stage. What would you create or use to fulfill this requirement?
Choose 2 answers.
Create a Workflow Rule and an Email Alert
Create a Workflow Rule, an Email template and an Email Alert
Create a process in Process Builder to send a notification
Use the Opportunity Escalation Rule
What would you recommend for the below scenario?
1. When record meets xyz criteria, an email should be sent
2. When record meets a different abc criteria, a task should be created
It's possible that a record meets both criteria.
Create two Workflow Rules
Create two Processes using the Process Builder
Create one Process using the Process Builder
Create one Workflow Rule with two Workflow Actions
A Workflow Rule is set up to create a Task for a sales rep to make a follow-up call, when a member of the pre-qualification team updates the information of a potential client as qualified. The manager wants an automated solution to create a record for these qualified clients in a custom object. What could be done to fulfill this business requirement?
Choose 1 answer.
Create a process using Process Builder to create a new record for the custom object
Edit the existing Workflow rule to include an action to create a new record for the custom object
Create an Approval Process that will create a new record for the custom object
Create a new Workflow Rule that will create a new record for the custom object
ABC Company wants to ensure that before an Opportunity is closed, the Opportunity Close Reason field is populated. How can this be accomplished?
Create a dependent field based on the opportunity stage
Make the Opportunity Close Reason field required on the page layout
Create a Validation Rule that references Opportunity Stage and Opportunity Close Reason fields
Make Opportunity Close Reason a required field
ABC Company is utilizing Process Builder to automate business processes to increase productivity. What is true about what happens after Proces Builder executes actions?
Choose 2 answers.
The process can only evaluate the next criteria when an action group contains scheduled actions
The process can stop after actions execute or continue evaluating the next defined criteria
The process can only evaluate one criteria
The process can evaluate multiple criteria
ABC Company has two sales manager overseeing all sales representatives. These managers need to approve discounts greater than 25%. Discounts must be approved by both managers. How can the Salesforce Administrator meet this requirement?
Choose 1 answer.
Approval Process (Based on First Response)
Approval Process (Unanimous Decisions)
Create Tasks to request approval
Send notification emails using Workflow
Which of the following can be addressed using a flow created using Flow Builder?
Choose 3 answers.
Submitting a record for approval
Invoke a process created using Process Builder
Sending outbound message without code
Getting input from the end user
Creating and deleting records from two unrelated objects
A Salesforce Administrator is trying to use the Flow Builder to build a flow that allows support agents to upload files while gathering information from customers. Which of the following can be used in a flow for this use case?
Choose 1 answer.
Local Action
Screen Component
Apex
Quick Action
When the Rating of an account is set to "Cold", a record-triggered flow should update a certain field in all its related contacts. Which of the following demonstrates an efficient implementation of a Logic Element in Flow Builder to meet the requirement?
Choose 2 answers.
Use the Decision Element to check if the account meets the criteria
Use the Assignment Element to set the value of a Contact field
Use the Loop Element to iterate through each Contact record
Use the Bulk Element to set the field values of the contacts in bulk
Which of the following are used while designing a flow in the Flow Builder?
Choose 3 answers.
Elements
Resources
Connectors
Events
Workflows
After an Account Plan is completed it goes to a Sales Manager for approval. A Sales Manager has reviewed the plan but would like to update one of the fields in the plan before approving it. What is true regarding editing records that have been submitted for approval?
Choose 1 answer.
The Sales Manager would need to reject the record to unlock and edit it
It is possible for an approver to edit a record locked by an approval process
Only an administrator can edit a record that is locked by an approval process
Once a record is submitted it is locked and cannot be edited
ABC Company is building a custom clone functionality using a flow. In the flow, almost all fields from the source record will need to be copied into the new record. How would an app builder configure the 'Get Records' element to store record fields for this use case?
Choose 1 answer.
Select fields to store in separate variables
Write a 'select all fields' query in the element
Manually type in all the field references
Set element to automatically store all fields
