WorksheetsData & Automation
Total questions: 26
Worksheet time: 21mins
A sales manager at Ursa Major Solar wants a team of sales reps to know how many open opportunities they have at any given time.
How should an administrator configure a report for each sales rep to see their own open opportunities?
CREATE A REPORTING
SNAPSHOT GROUPED BY
SALES REP.
CREATE A REPORT WITH A CROSS FILTER BY MY
OPPORTUNITIES.
CREATE A REPORT FILTERED BY MY OPPORTUNITIES.
CREATE A REPORT
SCHEDULE FOR EACH SALES
REP.
Which two of these report charts show how many leads are in the marketing pipeline based on lead
status and what percent each lead status represents?
GROUPED BAR CHART
PIE CHART
DONUT CHART
LINE CHART
A finance user with the View All Data permission enabled sees no opportunities when opening a sales pipeline report. However, a Sales Rep sees opportunities as expected. Opportunities should be visible to only those with permission.
Which two actions should the administrator perform to resolve this problem?
SELECT SAVE HIERARCHY
LEVEL ON THE PIPELINE
REPORT.
CREATE A NEW REPORT
FORMULA ON THE
PIPELINE REPORT.
UPDATE THE REPORT FILTER TO SHOW ALL
OPPORTUNITIES.
CHANGE THE ORG-WIDE OPPORTUNITY SHARING
DEFAULT TO PUBLIC
READ.
What should an administrator configure to provide each Sales Rep a dashboard that shows their current Opportunity pipeline?
SET A DASHBOARD
FILTER TO THE CURRENT
USER.
CREATE A DASHBOARD
FOLDER FOR EACH USER.
FILTER THE DASHBOARD
WITH A DYNAMIC VIEW SET TO THE VP OF SALES.
SET THE DASHBOARD
RUNNING USER TO “THE
DASHBOARD VIEWER.”
A sales user wants to add components to their dashboard. What is the maximum number of components that can be added to a single Dashboard?
3
15
20
50
What should the system administrator check when users are unable to find a Custom Report Type?
MAKE SURE THE NEW REPORT TYPE IS
DEPLOYED.
MAKE SURE THE USER PROFILE INCLUDES THE
REPORT TYPE.
ADD THE NEW REPORT TYPE TO THE RELATED
OBJECTS.
ADD A BUTTON FOR THE NEW REPORT TYPE TO
THE REPORT BUILDER.
Ursa Major Solar uses a private data access model. Product managers and sales representatives are in different branches of the role hierarchy.
What should an administrator do to ensure that product
managers can report on opportunities in their product line?
CREATE A SHARING RULE
BASED ON CRITERIA.
SAVE ALL OPPORTUNITY
REPORTS IN A PUBLIC
FOLDER.
MOVE ALL PRODUCT
MANAGERS TO A ROLE
BELOW THE SALES
REPRESENTATIVES.
CREATE A NEW ROLE
FOR PRODUCT
MANAGERS AND SALES
REPRESENTATIVES.
Ursa Major Solar regularly imports accounts from an external order system that has its own ID field for each record.
What should the system administrator do to help prevent duplicates during these imports?
IMPORT THE DATA
USING THE DATA
LOADER.
USE THE ID FROM THE ORDER SYSTEM IN PLACE
OF THE SALESFORCE ID.
CREATE A UNIQUE
EXTERNAL ID FIELD ON
ACCOUNTS IN
SALESFORCE FOR
MATCHING.
CREATE A FORMULA
FIELD THAT IDENTIFIES
MATCHES.
The sales operations team at Ursa Major Solar needs to import and export accounts, contacts, opportunities, and orders.
Which two profile permissions does the sales operation team need to be able to perform this task?
API ENABLED
MODIFY ALL FOR THOSE
OBJECTS
VIEW ALL DATA
WEEKLY DATA EXPORT
The director of operations at Ursa Major Solar has noticed that when sales reps move opportunities to
the closed stage, they don't always fill in the product installation date. When the date is not logged, the
operations team has to reach out to the sales rep to confirm the installation date. The director of
operations has requested that sales reps not be able to close an opportunity without first logging the
product installation date.
Which feature allows Ursa Major Solar to require a value in the product installation date, a custom date
field, when the opportunity stage changes to Closed?
VALIDATION RULE
DEPENDENT PICKLIST
PAGE LAYOUT
RECORD TYPE
Ursa Major Solar is importing data and has many records that do not meet the data validation criteria.
What will occur?
THE IMPORT PROCESS
WILL REQUIRE USER
AUTHORIZATION IN
ORDER TO IMPORT THE INVALID RECORDS.
THE IMPORT PROCESS
WILL FAIL, BUT ONLY FOR THE RECORDS WITH
INVALID DATA.
THE IMPORT PROCESS
WILL ABORT WHEN IT
ENCOUNTERS THE FIRST
INVALID RECORD.
THE IMPORT PROCESS
WILL IGNORE THE DATA
VALIDATION CRITERIA.
Users at Ursa Major Solar are trying to create opportunities. When populating a custom picklist field, the users receive errors. Additionally, when the users select either of the two values in the picklist, they receive different error messages above the field and are unable to save the opportunities.
Why is this error likely occurring?
THE USERS DON’T HAVE
ACCESS TO THE PICKLIST
FIELD.
THE TWO PICKLIST
VALUES ARE
UNAVAILABLE TO THE RECORD TYPE.
THE PICKLIST FIELD HAS
CONTRADICTING
VALIDATION RULES.
THE USERS DON’T HAVE ACCESS TO THE LARGE
ENTERPRISE RECORD TYPE.
How long is data stored in the Recycle Bin?
(a)
Ursa Major Solar has inconsistent data in its
20,000 existing Accounts and asked the System
Administrator to convert all of the standard
country fields to ISO codes. Which method should
the System Administrator use?
(a)
A System Administrator will use the Import Wizard
to update existing Account records. Which two
values can the Import Wizard use to find matching
records?
(a)
Which configuration option shows sales
representatives the fields they must fill in prior to
saving an opportunity?
(a)
What administrator setting restricts the valid values
and lookup dialog results for lookup,
master-detail, and hierarchical relationship fields?
(For example, restrict the Account Name field on
opportunities to allow only active accounts.)
(a)
A tool to import data for many standard
Salesforce objects, including accounts,
contacts, leads, solutions, campaign
members, and person accounts.
It can also import data for custom objects,
and can import up to 50,000 records at a time
(a)
This verifies that the data a user enters in a record meets
the standards you specify before the user can save
the record
(a)
What import tool should you use when:
- You need to load 50,000 to 5,000,000 records.
- You want to schedule regular data loads, such as
nightly imports
- You want to export your data for backup
purposes
(a)
What type of file:
● Is a plain text file that contains a list of data
● Is an accepted file format for Data Loader
and Data Import Wizard
● Values are separated by commas
(a)
What report should an administrator use to
display the number of contacts related to an
account?
(a)
Which three reports can be used to display a list of
the Top 10 Accounts on a dashboard?
Tabular report with Rows to Display set to
10
A report with a line chart that shows the tope 10 lines
Summary report with a chart
Summary report without a chart
What should an administrator do to organize the
fields available on a report?
(a)
This report is the simplest and fastest way to look at data. Similar to a spreadsheet, they consist
simply of an ordered set of fields in columns, with each matching record listed in a row. This report is the best for creating lists of records or a list with a single grand total.
They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited.
Examples include contact mailing lists and activity reports.
(a)
This report is similar to tabular reports, but also
allow users to group rows of data, view subtotals,
and create charts. They can be used as the source
report for dashboard components. Use this type
for a report to show subtotals based on the value
of a particular field or when you want to create a
hierarchical list, such as all opportunities for your
team, subtotal by Stage and Owner.
(a)
