WorksheetsPlatinumPMO Quiz 1
Total questions: 21
Worksheet time: 19mins
Salesforce is a CRM. What does CRM stand for?
Critical Reading Management
Customer Response Management
Customer Relationship Management
Connect-Relate-Motivate
What does a CRM do?
Color-codes your Rolodexes
Manages your critical customer information in one place
Organizes your customers by their favorite foods and vacation spots
Computifies
When emailing from within an existing case that you did NOT create, assigning yourself as the case owner is required?
True
False
From within a case, which tab would you use to send an email to a customer?
Details
Feed
Orders
Open Activities
An administrator is considering deleting a custom text field on the Account object that is thought to be no longer needed. What is true regarding a deleted field? Choose 1 answer.
The administrator must contact Salesforce support to restore data
It can be recovered within 15 days of deletion
It can be recovered within 30 days of deletion
The data can never be recovered
A manager wants to view the total expected revenue for all open opportunities related to an account on the account page layout. Which of the following can be used to display this information? Choose 1 answer.
Lookup Field
Roll-up Summary Field
Formula Field
Custom Field with Trigger
How are cases housed/organized in Salesforce?
Queues
Alphabetically
Randomly
Level of importance
How many reports and dashboards can you subscribe to in total?
Two
Three
Four
Five
Universal Containers has two types of customer support processes: Platinum and Diamond. The app builder created separate record types for each process on the Case object. The customer support team should not be able to create new cases with the Diamond record type.How should this requirement be met?
Update the profile to remove the Diamond record type from the support team.
Remove the ability for the support team to create new case records.
Make the record type hidden to all users and then use sharing rules to share it.
Update the organization-wide defaults to private.
Universal Containers wants to display a message when an opportunity close date is less than 60 days in the future.What can be used to display different text on the opportunity record depending on the number of days until the target close date?
Workflow Update
Process Builder
Sales Process
Formula Field
Universal Containers has deployed custom tabs to Production via change sets, without including the profile settings or permission sets.What is the setting for the visibility of custom tabs?
Custom tabs are hidden for all users.
Custom tabs are default off for all users.
Custom tabs are default on for all users.
Custom tabs are not deployed.
At Ursa Major Solar there is a requirement for a new field called Planet Details on the Planet object where users can write detailed descriptions that can include pictures and links.
What field type should the app builder utilize to fulfill this requirement?
Long Text Area
Rich Text Area
Multi-Select Picklist
URL
Universal Containers has Public Read/Write as the Account organization-wide default (OWD) setting. Visitors to the customer community site report that they can see all of the company's account records.
How should an app builder configure Account sharing so that community users only see their own Account?
Create an account record type for external accounts.
Define an owner-based sharing rule for external accounts.
Define a permission set for external accounts.
Set the account external OWD to private.
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If a user is working in Salesforce when the login hours end, what will happen?
The user can continue to work with no impact.
The user can continue viewing the page they are currently on, but if they take further action or navigate to a new page they will be logged out.
The user can continue working, but no new users can log in.
A warning message is displayed and the user is logged out immediately.
Which of the following are correct regarding fiscal year settings?(choose 3)
If the fiscal year is set in accordance with the Gregorian calendar, it is recommended that custom fiscal years be utilized
Once enabled, custom fiscal years can no longer be disabled
Once defined, a custom fiscal year cannot be modified
When the fiscal year start month is changed, quota and adjustment information is purged
Custom fiscal years impact forecasts, reports, and quotas
Which of the following settings can be configured from the 'Company Settings' section in Setup?(choose 3)
Fiscal Year Settings
Company Information
Business Hours
Allowed IP ranges
Company Login Hours
The leadership of a large online apparel company wishes to enable the My Domain feature in Salesforce. What does the Salesforce Administrator need to consider before enabling the My Domain feature?(choose 2)
After the new domain has been deployed, it cannot be reversed
Users will not be able to log in from https://login.salesforce.com
My Domain cannot be used in a sandbox environment
Visualforce page URLs will change
Which of the following statements are true about resetting passwords when users get locked out of a Salesforce org that does not have single sign-on enabled through an identity service other than Salesforce?(choose 2)
Any user can reset their own password by navigating to their profile.
The user's account is automatically unlocked after their password is reset.
The user's security token is reset after resetting the password.
A Salesforce Administrator can only reset a password 5 times in a 24-hour period.
A Salesforce Administrator has 7 million records that need to be loaded into Salesforce and wants to do it in one batch. How can the records be uploaded in one batch?
Data Import Wizard
It is not possible to load 7 million records
Data Loader
Third-party data loading tool
Which of the following are the report formats supported by Salesforce?(choose 3)
Custom
Matrix
Joined
Tabular
Standard
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