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MyFirstQuiz

Total questions: 41

Worksheet time: 21mins

Name
Class
Date
1.

Ursa Major Solar has created a new product line of solar panels with a special sales team to sell these products. The sales process for the new line is more complex than the current sales process and requires additional stages to the sales path.


How should the System Administrator configure Salesforce to ensure only the appropriate stages are visible based on the product line?

a)

CREATE A SALES PROCESS AND OPPORTUNITY RECORD TYPE FOR EACH PRODUCT LINE.

b)

CREATE A VALIDATION RULE TO DISPLAY THE APPROPRIATE STAGES BASED ON PRODUCT LINE.

c)

CREATE NEW FORECAST CATEGORIES AND ASSIGN THE NEW STAGE PICKLIST VALUES TO THOSE CATEGORIES.

d)

CREATE A VALIDATION RULE TO DISPLAY THE APPROPRIATE STAGES BASED ON THE USER’S ROLE.

2.

Ursa Major Solar's Sales operations director has noticed an increase in sales reps logging opportunities without products. The operations team then has to go back into each opportunity after the fact and add products.


Which configuration change should the system administrator make to help sales reps remember to add products to every opportunity?

a)

CREATE A RELATED LIST TO ENABLE THE USER TO VIEW THE RELATED PRODUCTS.

b)

ENABLE THE OPPORTUNITY SETTING TO PROMPT USERS TO ADD PRODUCTS TO OPPORTUNITIES.

c)

CREATE A WORKFLOW RULE ON THE OPPORTUNITY OBJECT TO ADD A DEFAULT PRODUCT TO OPPORTUNITIES WITH NO PRODUCTS.

d)

SET THE ORG-WIDE DEFAULTS FOR PRICE BOOKS TO USE AND PRODUCTS TO READ ONLY.

3.

Ursa Major Solar's newest product line has just been announced. The web form on the Ursa Major Solar website is generating a lot of leads where prospects have indicated interest in particular products. These leads are automatically imported directly into Salesforce.


Which two features should the system administrator use to assign ownership of a Lead to the appropriate product team using the custom Lead field Product Interest?

a)

ASSIGNMENT RULES

b)

ESCALATION RULES

c)

LEAD TEAMS

d)

QUEUES

4.

Sales representatives at Ursa Major Solar are working on opportunities and need to see how their colleagues have effectively managed other opportunities with comparable products, competing against the same competitors. Which two features should an administrator use to allow for this?

a)

OPPORTUNITY DASHBOARD

b)

CHATTER GROUPS

c)

OPPORTUNITY UPDATE REMINDERS

d)

BIG DEAL ALERTS

5.

Salesforce users at Ursa Major Solar complain that global search returns too many records.


Custom fields in the Lead object can be mapped to which two types of fields?

a)

● Opportunity

● Account

● Contact

b)

N/A

6.

Ursa Major Solar has an inside sales team that only sells warranty renewals and an outside sales team that only sells products. Each type of sale captures different information and has a different sales cycle.


How should the system administrator configure Salesforce to meet these requirements?

a)

Create a page layout, sales process, and record type for each type of sale.

b)

N/A

7.

Ursa Major Solar offers a variety of products that are comparable to products from other companies. Sales representatives request a method to track product strengths and weaknesses compared to those offered by other vendors.


What should the system administrator implement?

a)

Competitors on the opportunity page layout

b)

N/A

8.

Ursa Major Solar wants the sales team to access information about Closed Won opportunities with a common competitor for all pending big deals.


Which set of features should the system administrator implement?

a)

Competitors and Similar Opportunities

b)

N/A

9.

How should the system administrator implement biweekly notifications for sales reps that include opportunities that need attention based on the opportunity owner's last login, past due opportunities, and all opportunities that have not been updated in the last 30 days?

a)

Create opportunity update reminders.

b)

N/A

10.

Ursa Major Solar sells through many different reseller networks. Each reseller's deals are tracked on separate opportunities. The sales manager is concerned that the pipeline report is not accurate due to multiple opportunities for the same end customer.


How should the sales process be modified to ensure opportunities are not double-counted in the pipeline?

a)

Change the forecast category to Omitted on the duplicate opportunities.

b)

N/A

11.

Which two objects can be related to campaign members?

a)

● Leads

● Contacts

b)

N/A

12.

How can multiple Campaign records be associated with a single opportunity?

a)

Campaign Influence

b)

N/A

13.

Which feature tracks how often a file is viewed?

a)

Content Deliveries

b)

N/A

14.

Which two related lists should be added to the Opportunity page layout to track how Campaigns contribute to the overall pipeline?

a)

● Campaign Influence

● Contact Roles

b)

N/A

15.

Ursa Major Solar provides various levels of customer support, based on the terms of the customer’s support level agreement. The VP of support wants an automated way to notify the support team when an unresolved case may violate the support level agreement.


Which feature should be used to alert support managers when a case is in jeopardy of violating the customer's support level agreement?

a)

CASE QUEUES

b)

AUTO-RESPONSE RULES

c)

ESCALATION RULES

d)

CASE ASSIGNMENT RULES

16.

Ursa Major Solar has noticed an uptick in support cases that could be easily resolved if the customers had access to the proper documentation. Therefore, Ursa Major Solar wants to create a knowledge base where articles can be classified into categories.


What are two benefits of using Data Categories with Salesforce Knowledge?

a)

ARTICLE OWNERS CAN TRACK VIEWS.

b)

ARTICLES CAN BE CLASSIFIED INTO GROUPS.

c)

ARTICLE ACCESS CAN BE CONTROLLED.

d)

ARTICLES CAN BE REFERENCED IN CHATTER POSTS.

17.

Ursa Major Solar is looking to reduce support costs by allowing customers to work together to answer one another’s questions and solve problems


Which feature should a salesforce administrator use to allow its customers to interact with each other and share best practices?

a)

SITES USING EXPERIENCE CLOUD (FORMERLY COMMUNITIES)

b)

CAMPAIGNS

c)

OMNI-CHANNEL

d)

MASS EMAILS

18.

Which configuration action should be performed to ensure every Case gets assigned to a valid Owner?

a)

Define the Default Case Owner in Support Settings.

b)

N/A

19.

Support Representatives at Ursa Major Solar want the same technical engineer group to be associated with each new case.


What should a system administrator define to implement this requirement?

a)

A case assignment rule to associate the case team

b)

N/A

20.

What is a potential benefit of using Suggested Solutions?

a)

Reduced support costs

b)

N/A

21.

What Salesforce feature should a company implement to provide a method for its resellers to track their leads and opportunities?

a)

Partner Site using Experience Cloud

b)

N/A

22.

A system administrator enables Case Feed Actions and Feed Items in Support Settings.


With the appropriate profile permissions enabled, what change will users see?

a)

Cases use feed layouts rather than standard page layouts.

b)

N/A

23.

Ursa Major Solar wants internal support requests to be directed to any of the IT representatives. They want external support requests to be directed to customer support representatives based on the contact's location.


Who should the system administrator use to set this up?

a)

Assignment Rules and Queues

b)

N/A

24.

Web-to-Case

a)

Gather customer support requests directly from your company’s website and automatically generate new cases.

b)

N/A

25.

Sites using Experience Cloud (formerly Salesforce Communities)

a)

● Provide a way for employees, customers, and partners to connect in one place.


● Companies can collaborate and communicate with people outside of the company who are key to the business.

b)

N/A

26.

Assignment Rules

a)

Define conditions that determine how leads or cases are processed.

b)

N/A

27.

Auto-response Rules

a)

● Create and manage a knowledge base with your company information


● Securely share it when and where it's needed.

b)

N/A

28.

Case Escalation Rules

a)

Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry.

b)

N/A

29.

The sales director at Ursa Major Solar has a team of 50 sales reps located around the world. The sales director’s team uses the calendar feature in Salesforce to access the team's busy schedule. However, team members each log their all-day events differently and the sales director wants some uniformity.


How should a sales rep create an all-day event in Salesforce?

a)

USE A TASK FOR AN ALL-DAY EVENT BECAUSE THEN NO TIME FIELDS ARE NEEDED.

b)

CHECK THE ALL-DAY EVENT CHECKBOX ON THE EVENT.

c)

ENSURE THE EVENT IS SCHEDULED FOR TIMES WITHIN THE START AND END OF DAY HOURS.

d)

ASK THE SYSTEM ADMINISTRATOR TO CHECK ALL-DAY EVENTS IN THE ACTIVITY SETTINGS.

30.

Ursa Major Solar is implementing Salesforce within its organization. All users at Ursa Major Solar have been loaded into the system but a small group of users have been identified to be the test users before full company adoption. These test users will provide feedback via Chatter to ensure all features and tools are adjusted to work for the company-wide deployment.


Which two actions allow the system administrator to limit Chatter access during roll-out to a subset of Salesforce users?

a)

CREATE A PERMISSION SET WITH THE ENABLE CHATTER PERMISSION FOR THE SUBSET OF USERS.

b)

ADD THE SUBSET OF USERS TO THE COMPANY-WIDE CHATTER GROUP.

c)

EDIT A PROFILE TO ENABLE CHATTER FOR THE SUBSET OF USERS.

d)

CREATE AN EMAIL INVITATION FOR THE SUBSET OF USERS.

31.

As Salesforce adoption has increased throughout Ursa Major Solar, the sales reps need access to the Salesforce mobile app while on the road. However, the Salesforce Mobile App needs to be customized to fit their needs.


Which two functions can be customized for the Salesforce mobile app?

a)

FIELD PERMISSIONS

b)

NAVIGATION MENU CONTENT

c)

CUSTOM OBJECTS

d)

OBJECT COMPACT LAYOUT

32.

Ursa Major Solar uses Outlook for its email needs. As Ursa Major Solar has begun to implement Salesforce, Sales Reps are concerned that Salesforce won’t integrate with Outlook and they will be forced to change email providers (which they don’t want to do).


What can the system administrator synchronize between Salesforce and Outlook using Lightning for Outlook?

a)

ACCOUNTS

b)

EVENTS

c)

TASKS

d)

NOTES

33.

The managers at Ursa Major Solar asked the administrator to quickly provide access to sales reports and dashboards. How can this be done?

a)

BUILD REPORTS AND DASHBOARDS.

b)

USE THE SALESFORCE AUTO-REPORT BUILDER.

c)

SEARCH THE APPEXCHANGE FOR FREE ADOPTION REPORT APPS.

d)

LOG A CASE TO SALESFORCE SUPPORT

34.

How should a Chatter user send a message to another Chatter user that cannot be viewed by anyone else?

a)

Post a private message to the recipient.

b)

N/A

35.

Activities

a)

Records, either tasks or events, of the interactions your organization has with records such as your accounts, contacts, and opportunities.

b)

N/A

36.

Chatter Groups Features

a)

Users in a Chatter group can:

● Collaborate in a private, public, or unlisted group.

● Use Announcements for important messages.

● Post updates, files, and links.

● Include customers in private groups.

b)

N/A

37.

Which option can be added to Outlook Publisher Layouts?

a)

Quick Actions

b)

N/A

38.

Lightning for Outlook Some users complain about the Record Type selection screen when creating new Opportunities.


What two actions should the administrator take to allow these users to bypass choosing a record type?

a)

● Link emails in Microsoft Outlook to contacts, leads, accounts, opportunities, and cases in Salesforce. It can also relate Events to records within Salesforce.


● Relate events to records within Salesforce

b)

n/a

39.

Salesforce Mobile App

a)

Gives you access to the same information you see on your computer, but organized for getting work done while away from the office.

b)

N/A

40.

The VP of sales at Universal Containers wants to prevent members of the sales team from changing an opportunity to a date in the past.

What should an administrator configure to meet this requirement?

a)

Assignment Rule

b)

Validation Rule

c)

Field-Level Security

d)

Approval Process

41.

test of question

a)

a

b)

b

c)

c

d)

d