WorksheetsTest SalesForce
Total questions: 65
Worksheet time: 40mins
What are three capabilities of Collaborative Forecasting? (Choose three.)
Rename categories
Forecast using opportunity splits
Overlay quota
Add categories
Select a default forecast currency setting
Universal Containers wants customers who buy the Freight Container product to be billed in monthly installments.
How should an administrator meet this requirement?
Create a default quantity schedule on the product
Create a default revenue schedule on the product
Create a workflow rule on the product
Create a custom fields on the producto
A user has a profile with read-only permissions for the case object.
How can the user be granted edit permission for cases?
Create a permission set with edit permissions for the case object
Create a sharing rule on the case object with read/write level of access
Create a public group with edit permissions for the case object
Add the user in a role hierarchy above users with edit permissions on the case object
Sales management wants a small subset of users with different profiles and roles to be able to view all data for compliance purposes.
How can an administrator meet this requirement?
Create a new profile and role for the subset of users with the View All Data permission
Create a permission set with the View All Data permission for the subset of users
Enable the View All Data permission for the roles of the subset of users
Assign delegated administration to the subset of users to View All Data
Which two values roll up the hierarchy to the manager for Collaborative Forecasting? (Choose two.)
Product quantity
Quota amount
Opportunity amount
Expected revenue
An administrator has been asked to grant read, create and edit access to the product object for users who currently have the standard marketing user profile.
Which two approaches could be used to meet the request? (Choose two.)
Create a new profile for the marketing users and change the access levels to read, create and edit for the product object
Change the access levels in the marketing user standard profile to read, create and edit for the product object
Create a permission set with read and write access for the product object and assign it to the marketing users
Create a permission set with read, create and edit access for the product object and assign it to the marketing users
An administrator notices that there are two account records in the system with the same name. A contact record with the same name is associated with each account.
Which set of steps should be taken to merge these accounts using the Salesforce merge feature?
Merge the duplicate contacts and then merge the duplicate accounts
Merge the duplicate accounts and the duplicate contacts will be merged automatically
Merge the duplicate accounts and check the box that optionally merges the duplicate contacts
Merge the duplicate accounts and then merge the duplicate contacts
A sales manager wants a report of accounts without any closed/won opportunities in the last year.
How can this requirement be met?
Create a joined report using the Accounts report type and the Opportunities report types
Create a tabular report using the Account report type and add a cross filter using Opportunities
Create a custom report type for Accounts without Opportunities
Create a summary report using the Accounts report type with a formula field for opportunity count
Universal Containers would like applicants to apply for multiple positions, tracking how many applicants have applied and how many positions each individual applicant has applied for. To do this, the administrator will create a Job Application junction object between the Applicant and Position objects.
How does this action meet the requirement?
A lookup relationship on the Applicant object with Position as the master provides roll-up summary fields without code
The junction object allows the administrator to add a workflow rule to update fields on the Position and Applicant objects
The junction object allows a many-to-many relationship and also roll-up summary fields on the parent objects
The Job Application object as a master to Position and Applicant objects will allow roll-up summary fields on the Position and Applicant objects
Which two actions could the delegated administrator complete after delegated administration is granted for a custom object? (Choose two.)
Add a custom picklist field to the object
Change the organization-wide sharing rules for the object
Change the relationship with another object
Create a custom tab for the object
An administrator has unchecked the `Enable content pack creation` checkbox after users had created content packs.
What is the impact of this change?
Users can modify the description and title of existing packs
All existing content packs will be deleted
Users can continue to edit the contents of existing packs
The Clone & Customize button will continue to be available
Universal Containers has a process to allow an employee to submit a vacation request and route it to the employee's manager for approval. An employee attempted to submit a request but it could NOT be submitted.
How should the administrator troubleshoot this?
Ensure the approval step has an associated action
Ensure the user record has an assigned active manager
Review the system log to determine the root cause
D. Use workflow to email the administrator if the process fails
Which three password options are available for the administrator to set on content deliveries? (Choose three.)
Administrator-provided default password
Password complexity rules
Password protection is required
Password protection is optional and defaults to ON
Password protection is optional and defaults to OFF
An administrator would like to know which delegated administrators are actively customizing their organization.
Where can the administrator find this information?
Debug log
Delegated administrator log
Login history
Setup audit Trail
The administrator of Universal Containers is testing an approval process in a recently refreshed Developer Pro sandbox and is finding that none of the notification emails are being sent to the approvers.
Which two reasons could be the cause? (Choose two.)
The email addresses for the users are incorrect
The Deliverability Access Level setting is incorrect
HTML templates are NOT available in sandboxes
Workflow emails only work in Full sandboxes
Which two permissions need to be enabled to set up entitlement management, including milestones, entitlement processes, and entitlement templates? (Choose two.)
Manage Milestones
Customize Entitlements
Manage Entitlements
Customize Application
The VP of Marketing is launching campaigns in each region to target accounts that do NOT have open opportunities.
Which reporting solution can an administrator set up to assist with this?
Standard filter
Cross filter
Joined report
Reporting snapshot
The VP of Finance wants to ensure that once an opportunity is closed, it cannot be modified by any user.
How can an administrator meet this requirement?
Create a workflow field update to update the IsClosed field to True if a closed opportunity is modified
Set the Do Not Modify Closed Opportunity permission for all profiles
Set all fields to Read-Only on the standard Closed Opportunity page layout
Create an opportunity validation rule with the formula: PRIORVALUE(IsClosed) = True
Which two statements are true about the creation of entitlement processes? (Choose two.)
Entitlements have their own organization-wide default settings
The Manage Entitlements permission must be enabled
Milestones can be created dynamically based on other fields
Entitlement versioning allows changes to existing entitlement processes
The administrator at Universal Containers wants to improve data quality by ensuring that all accounts have a Billing State/Province based upon the Billing Postal
Code for that account.
Which two solutions can meet the requirement? (Choose two.)
Use a trigger that populates Billing State/Province based on a custom object that maps postal codes to states/provinces
Use a validation rule to do a VLOOKUP of the Billing Postal Code to a custom object that maps postal codes to states/provinces
Use a workflow that populates Billing State/Province based on a custom object that maps postal codes to states/provinces
Use a validation rule to do an HLOOKUP of the Billing Postal Code to a custom object that maps postal codes to states/provinces
Universal Containers wants to ensure that when an opportunity stage is Closed Lost the reason is captured in a custom Reason Lost field before the record can be saved.
Which approach can be taken to meet this requirement?
Create a workflow rule that fires on the Closed Lost stage and populates the Reason Lost field
Create a validation rule that requires Reason Lost to be populated once the opportunity stage is Closed Lost
Create a trigger that requires Reason Lost to be populated once the opportunity stage is Closed Lost
Create a page layout for Closed Lost opportunities and make Reason Lost a required field
Universal Containers wants to track expense reports and expense line items. Values from expense line item records need to be aggregated and displayed on the expense record.
Which type of relationship should an administrator use to ensure that expense line items can be aggregated?
Hierarchical
Master-detail
Lookup
Roll-up summary
What is the correct order of steps to follow when working with inbound change sets?
Deploy, Validate, Monitor
Validate, Deploy, Monitor
Deploy, Monitor, Validate
Monitor, Deploy, Validate
Universal Containers uses Territory Management to manage its sales territories. Territory managers and sales representatives are at the same role level in the role hierarchy. Account and Opportunity objects are set to private.
Which three permissions should be granted to territory managers? (Choose three.)
View, Edit, Transfer, and Delete accounts assigned to the territory, regardless of who owns the accounts.
View All opportunities associated with accounts in the territory, regardless of who owns the opportunities.
Edit All opportunities associated with accounts in the territory, regardless of who owns the opportunities.
Transfer All opportunities associated with accounts in the territory, regardless of who owns the opportunities.
Which two statements are true regarding Salesforce Customer Community members? (Choose two.)
Their reputation levels must be the same across all communities of which they are members
They use the Ideas tab to submit, comment on, and vote for ideas
They find crowdsourced answers and Knowledge articles to resolve a support issue
They must belong to a companyג€™s internal community to participate in Chatter collaboration
In Lightning, an opportunity pipeline report listing opportunities by sales representative shows multiple opportunities written for the same account. The Sales
Manager would like to know how many individual accounts each representative has written business for.
How should the report be modified to include the number of individual accounts represented by a representative?
Group by Account and summarize a custom checkbox defaulted to checked.
Select Show Unique Count on the Account Name column in the report builder.
Add a bucket field for Account Name and group by the bucket field.
Create a custom summary formula and group by account.
Universal Containers is using approval processes with email notifications to streamline administrative processes. A new approval process has been written that allows for delegated approvers. In testing, results show the primary approver is receiving the email notification but the delegated approver is NOT.
Which two steps should an administrator take to troubleshoot? (Choose two.)
Verify that each approval step is set to allow delegated approvers.
Verify that the email was sent in the Setup Audit Trail.
Check the delegated approver's User Settings.
Check Approval History to make sure the Submit for Approval button was clicked.
Universal Containers wants to allow community visitors to submit support cases without logging into the community.
Which two features are required to implement this request? (Choose two.)
New case quick action
Web-to-case
Case assignment rules
Case feed actions
Universal Containers has implemented a custom process related to products. They have a custom object called Draft Product. Once a Draft Product is approved, automation is needed to create a new Product record and delete the original Draft Product record.
Which two options would meet this requirement? (Choose two.)
Process Builder that calls Apex
Flow that calls a Process Builder
Process Builder that calls a Flow
Process Builder that calls a Workflow Rule
Northern Trail Outfitters has five delegated administrators and two system administrators. There have been a couple of cases reported that login settings for sales reps have changed.
Where would the administrator find what settings have been changed?
Field history tracking
Debug log
Setup audit trail
Login history
Universal Containers' support team needs to track service level agreements for customers. Today, they manually look up contracts by name when a customer calls.
How should an administrator automate this process?
Configure a workflow rule that sends an email alert of old cases to the support manager.
Enable Case Feed and add a Contracts custom publisher to the Case Feed layout.
Create a private Chatter group for customers with high-priority service level agreements.
Enable entitlements and add the tabs for entitlements and service contracts.
Universal Containers categorizes its accounts with one of two status values: prospect or customer. The administrator wants to automatically change the value from prospect to customer when an Opportunity is won.
Which two actions should the administrator take to accomplish this? (Choose two.)
Create an Opportunity workflow rule that updates the Account Status field.
Use Visualforce to update the Account Status field.
Create an Account approval process that updates the Account Status field.
Use Process Builder to update the Account Status field.
Cloud Kicks wants to understand the implications of archived Activities.
Which two considerations should an administrator communicate regarding archived Activities? (Choose two.)
Closed tasks created more than 365 days ago with no due date are archived.
Events created more than 365 days ago are archived.
Archived activities are deleted after 365 days.
Events that ended more than 365 days ago are archived.
A custom object was created at Universal Containers to store information employees will need for their annual reviews. Only the employee should be able to access their records. The administrator has set Organization-Wide Defaults to private for the object. These records are accessible by the employee's manager.
What additional step should be taken to remove the manager's access to these records?
Uncheck the manual sharing for the custom object on each profile.
Uncheck grant access using hierarchies in sharing settings.
Remove access to the custom object on the manager's profile.
Recalculate the sharing rules in sharing settings.
A user with permissions to create price books wants to quickly create a new product with the same information as the existing product by cloning the product.
What is an important consideration when cloning a product?
Price book entries will NOT be created in the standard price book.
Price book entries need to be activated before users can use the new price book.
Price book entries in price books that the user does NOT have access to will not be created.
Price book entries in price books that the user does NOT have access to will be created.
Universal Containers (UC) is considering using Communities. Each partner is associated with a product and will need a separate community. Some partners will need access to more than one community.
What are two considerations an administrator should be aware of? (Choose two.)
Communities licenses are associated with a specific community.
The org limit of 100 communities includes active, inactive, and preview communities.
Community license choice of member-based or login-based.
The org limit of 100 communities does not include inactive or preview communities.
Which two deployment tools should be used to deploy metadata from a Developer Edition organization to another organization? (Choose two.)
Data Loader
Ant Migration Tool
Change sets
Salesforce Extensions for Visual Studio Code
Universal Containers has an active process that assigns a task to sales operations once an opportunity is won. Sales Ops is reporting that the tasks are missing.
Which two tools should the administrator use to determine the problem? (Choose two.)
Email Log
Monitor time based workflow
Paused flow interview list
Debug
Universal Containers wants to track invoices with a custom object. They want to be able to view any invoices as a related list on the Opportunity record page.
Which feature would ensure users can view all invoices associated with an Opportunity if the user can view the parent Opportunity record?
Master-Detail Relationships
Lookup Relationships
Field Level Security
Sharing Rules
Universal Containers uses a custom object to track customer complaints. The company wants to have a field on the custom object where they can include a reference to another complaint.Which type of relationship can be used to accomplish this?
Master-detail
Hierarchical
Junction
Lookup
The marketing department at Universal Containers regularly changes the page layout requirements for its custom marketing objects. The VP of Marketing has asked the administrator for permission to configure only these objects.What can the administrator do to meet this request?
Grant the VP of Marketing the ability to log in as a user who is an administrator
Create a custom profile with Edit permission on the custom marketing objects and assign to the VP of Marketing
Enable the Marketing User permission on the user record for the VP of Marketing
Set up the VP of Marketing as a delegated administrator for the custom marketing objects
Universal Containers has a workflow rule that sends an email alert to the VP of Sales when a large deal is won. The VP is reporting that these emails are NOT being delivered.Which two tools should be used to determine the problem? (Choose two.)
System audit trail
Debug log
Email log
Workflow monitor
When a lookup relationship is created between two objects, which three options can the administrator select to help manage situations when a lookup record is deleted? (Choose three.)
Delete the related record also
Prompt the user to enter another record to resolve the lookup relationship
Clear the value of the lookup field
Do NOT allow deletion of a lookup record that is part of a lookup relationship
Notify the record owner
An administrator has initiated the process of deploying changes from a sandbox to the production environment using the Force.com IDE.Which three pieces of information must be supplied to the IDE during this process? (Choose three.)
The username and password of the destination environment
The related change set connection information
The metadata components that need to be deployed
The data of the fields which are being deployed
The environment into which the changes will be deployed
Users report that the Industry picklist field is no longer visible on account records.Which tool can an administrator use to troubleshoot this issue?
Field audit history
Debug log
Field history tracking
Setup audit trail
Universal Containers wants to allow its customers to submit support requests across multiple channels.In which two ways can this be accomplished with Salesforce? (Choose two.)
Expose the case feeds option on the companyג€™s website
Offer a Chat button on the company website
Enable Chatter Questions in the companyג€™s Customer Community
Enable the Service Cloud Console app on the company website
Which two types of metadata should be migrated between environments using change sets? (Choose two.)
Standard field picklist values
Custom fields
Account team roles
Email templates
Which two types of data can a sales representative access from the Forecasts tab when using Collaborative Forecasts? (Choose two.)
Forecast amount for each opportunity stage
Forecast amount for each forecast category
Opportunities that make up each forecast amount
Forecast amount for other representatives on their team
The Marketing Manager has requested that a field be added to each account that displays the number of contacts associated with the account. The manager wants to use this field as part of an email marketing segmentation strategy.How can this requirement be met?
Create a roll-up summary field that counts the number of contacts and displays the count on the account
Create a custom formula field on the account using the count() function to count the number of related contacts
Create a custom field on the account. Use an Apex trigger to update the field when contacts are added or deleted
Create a custom field on the account. Use a workflow rule to update the field when contacts are added or deleted
A sales manager is unable to view a contact. The contact owner is under the manager in the role hierarchy.Why is the sales manager receiving `insufficient privileges` error when viewing a contact?
The contact owner has NOT selected the option to share contacts with others in the role hierarchy
The contact sharing settings are controlled by the parent, and the account owner is NOT under the sales managerג€™s role
The contact sharing setting are private, so access to the record is limited to the contact owner and system administrator
The account sharing settings are controlled by the parent, and the account owner is NOT under the sales managerג€™s role
An administrator wants to pull data related to service contracts from Salesforce to store elsewhere on a monthly basis.Which two ways can an administrator accomplish this? (Choose two.)
Use Data Loader to export the data each month
Use Data Exporter to export the data each month
Configure the ג€Schedule Exportג€ option under Data Export
Use the ג€Object Exportג€ feature under Data Management
Users have been given Read/Write access to product support cases through criteria-based sharing rules. A user's profile only has the Read permission for cases.What can the user expect regarding their ability to edit product support cases?
The user will NOT be able to edit product support cases
The user will only be able to edit cases manually shared with them
The user will only be able to edit the cases that they created
The user will be able to edit product support cases
The support manager at Universal Containers wants a dashboard that shows the number of cases that remain open as of 5:00 p.m. each day.Which type of report should be used in the dashboard component?
Custom summary report where unit equals business hours
Report based on custom report type using cases and business hours
Report based on a reporting snapshot that runs daily at 5:00 p.m
Standard case lifecycle report where unit equals business hours
Recruiters at Universal Containers want to associate positions with their related job applications using two custom objects `" Position and Job Application. A JobApplication must always have a related Position. If a Position is deleted, the corresponding Job Applications are deleted.Which type of object relationship will meet this requirement?
Master-detail
Junction
Hierarchical
Lookup
Which three statements are correct about change sets? (Choose three.)
When a change set is deployed to production, by default, all unmanaged Apex tests will automatically be run
There is a feature that allows the user to validate a change set before deploying it
When a component is added to a change set, all dependent components automatically get added
When custom fields are added to a change set, field-level security is automatically included
To use change sets, at least one inbound and one outbound connection must exist
An administrator has uploaded a change set from a sandbox to a production organization and would like to add a missing component to the change set before deployment.What option does the administrator have to modify the change set? (Choose two.)
Clone the change set in the sandbox environment, add the component and upload it to production
Create a new change set in the sandbox environment, add all the required components and upload it to production
Edit the change set in the sandbox environment and upload it to production.
Edit the change set in production, add the component, and use the redeploy option.
When an opportunity with at least one opportunity product close wins, Universal Containers requires that an Invoice__c record be created withInvoice_Line_Item__c records for each Product on the Opportunity.How should an administrator implement this request?
Use a Process Builder that calls a Flow.
Use a custom button on the Opportunity.
Use an Opportunity Approval Process
Use Einstein Next Best Actions
What should an administrator consider when moving approval processes using a change set?
The unique name of the approval process is NOT allowed to be changed once deployed in the target organization
Custom fields on standard objects will need to be manually added in the target organization.
Change sets do NOT include the order of active approval processes from the source organization
Change sets do NOT include the approval and rejection actions from the source organization
Universal Containers wants to implement a new entitlement process for premier support accounts. This support includes phone contact with the customer every24 hours from the time the case is created for as long as it remains open.How should an administrator configure this requirement?
Enable milestone tracker
Build a sequential milestone
Configure an escalation rule
Create an independent milestone
When the delete permission is selected in a muting permission set, which other permission is automatically muted?
View All Records
View All Data
Modify All Records
Modify All Data
Users report they are getting an Apex trigger error when they try to save a specific Account record.How could an administrator collect more information about the processing for that record?
Create a Flow with a fault connector.
Review the Setup Audit Trail.
Enable debug logging for the user.
Activate debug logging for the Apex trigger
What are two capabilities of Enterprise Territory Management? (Choose two.)
The ability to use 20 territories assignment rules per model
Territory hierarchy replaces the role hierarchy for sharing
The ability to use filter-based opportunity criteria to expand assignment rules.
Prioritize territories to indicate highest priority or lowest priority.
Universal Containers wants to use the Omni-Channel routing feature in Service Cloud. They are using assignment rules and want to ensure that the routing chosen meets the requirements.What should an administrator take into consideration before implementation?
Assignment rules are triggered when Omni-Channel routing routes a work item to an agent and the agent accepts the work
The least active routing model looks for the agent who has the largest maximum work capacity.
Assignment rules are triggered when an agent accepts the work and edits and saves the work.
If there is a tie in the Omni-Channel routing logic, Omni-Channel routes the work to the agent who most recently received a work item
After an administrator has refreshed a sandbox, what behavior should users expect to see in the sandbox?
Users in production will now be able to receive emails sent out from the sandbox
Metadata changes since the last refresh will be added to the existing information in the sandbox
All new data since the last refresh will be added to the existing information in the sandbox.
Users in the sandbox that do not exist in production will no longer exist in the sandbox.
An administrator has been asked to create a replica of the production organization. The requirement states that existing fields, page layouts, record types, objects, and data contained in the fields and objects need to be available in the replica organization.
How can the administrator meet this requirement?
Create a developer sandbox
Create a configuration-only sandbox
Create a metadata sandbox
Create a full sandbox
