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WorksheetsCRT101
Total questions: 24
Worksheet time: 48mins
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.
What does Salesforce authenticate before allowing a user to log in through the user interface? (Choose two answers.)
Whether the user's profile is API enabled
Whether the organization has trusted IP addresses
Whether the user's profile has login hour restrictions.
Whether the user's role has login IP range restrictions
Universal Containers wants the position record owner to be notified when the position is closed. How can a system admin accomplish this? (Choose 2 answers.)
Send an email using an Apex Trigger
Create a report and enable notifications
Send an Email from Workflow
Send an Email from Process Builder
Sales representatives at Universal Containers perform the initial steps in the lead qualification process and sales managers complete the final qualification steps. Universal Containers' requirements include those listed below:
Sales managers can access all lead status values. Sales representatives can only access the first three lead status values. Sales representatives cannot access the final two lead status values. How can a system administrator meet these requirements?
Use field-level security to restrict access to the lead status values.
Create two separate page layouts.
Create two separate lead processes and record types.
Create a validation rule to prevent lead conversion
Universal Containers pushes an account number from an external accounting system into Salesforce. Sales users must be able to view the account number in Salesforce but must not be able to modify it under any circumstances.
How can a system administrator accomplish this?
Set the field-level security for account number to visible and read-only for the sales user profile.
Set the account number field to read-only on the page layout assigned to the sales user profile.
Remove the "Edit" permission on the account object for the sales user profile.
Set the organization-wide default settings for accounts to read-only.
How can a System Admin deploy Flow? (Choose two answers.)
Create a button, link or quick action
Create a custom record
Add the standard lighting component to the page
Check the “enable Flow” checkbox on the page layout
Sales representatives at Universal Containers need to view the number of open opportunities related to each account on the account record.
How can a system administrator accomplish this?
Create a new account record type
Create a custom formula field
Create a roll-up summary field
Create a lookup field from accounts to opportunities
Sales management at Universal Containers is requesting better visibility into specific types of sales deals. They need to be notified when opportunities worth a large amount are close to closing. They would also like to receive a list of opportunities that are still open past the close date.
Which feature can a system administrator enable to accomplish this? (Choose two answers.)
Big deal alerts
Opportunity update reminders
Opportunity escalation rules
Opportunity field history tracking
What should be used to control a user's ability to view a dashboard?
Sharing rules
Dashboard folder access
Source report folder access
Dashboard properties
Which tool can automatically prevent duplicate records?
Import Wizard
Data loader
Excel connector
Connect for Office
What must a system administrator define when scheduling and emailing a report to all Salesforce users? (Choose two answers.)
A report folder location accessible to all users
The chart to display in the email body
The actual time to run the report
The report running user
Sales representatives at Universal Containers should be notified any time support cases related to accounts they own change status. How can a system administrator accomplish this?
Enable field history tracking to send an email alert to the account owner
Create a workflow rule to send an email alert to the account owner
Create an escalation rule to notify the account owner
Create an auto-response rule to send an email to the account owner
An administrator wants to back up the manufacturing industry accounts in her organization before she begins large import.
What tool could they use?
Schedule a filtered report for manufacturing industry accounts
Data export service
Data Loader
Schedule a report for all accounts and filter in Excel
Universal Containers is capturing a percentage discount directly on an opportunity record. Sales management needs to include the discounted opportunity amount in pipeline reports.
How can the system administrator make the discounted amount available?
Create an auto-number field to calculate the discounted amount.
Create a roll-up summary field to calculate the discounted amount
Create a formula field to calculate the discounted amount.
Create a cross-object formula field to calculate the discounted amount
Which statement about formula fields is true? (Choose 2)
Formula fields are read-only on record pages
Formula fields can reference fields on a child object
Formula fields can reference fields on a parent object
Formula fields can reference themselves in the formula
