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WorksheetsSalesforce Fundamentals
Total questions: 13
Worksheet time: 13mins
The marketing department of Cosmic Marketing Solutions would like to manage email campaigns and track responses, including the number of opens and clicks in Salesforce. They do not need the complete functionality of Marketing Cloud at this stage. What is the recommended solution for this requirement?
Use the standard campaign functionality
Build custom functionality that tracks the responses
Use a third party app from the AppExchange
Use a third party email campaign application and integrate it with Salesforce
Grand College is an educational institution that tracks student data using Salesforce. It would like to generate the attendance records for its students in a printable PDF format with data from at least five different objects. Which of the following would help in achieving this use case?
Build a report in Report Builder and export it as a PDF file.
Build a Visualforce page to display the necessary data.
Add the PDF Lightning component in Lightning App Builder.
Add the built-in ‘Convert PDF’ button to the page layout.
Cosmic Partners developed a free version of their HR Management package that includes custom objects, fields and Apex components. They want it to be available for free in the AppExchange but still retain component privacy, app ownership, and possible app updates. Which packaging solution fits the requirement?
Semi-Unmanaged packages
Managed packages
Semi-Managed packages
Unmanaged packages
Which of the following are valid use cases for the AppExchange?
Choose 2 answers.
To add industry specific functionality to Salesforce
To extend standard Salesforce functionality
To exchange apps with other developers
To exchange ideas and tips with other developers
How would a Salesforce Administrator ensure that records of a particular standard object are visible only the record owner, to this manager, and executives?
Choose 2 answers.
Define a Profile List
Define a Role Hierarchy
Enable the ‘Grant Access Using Hierarchies’ checkbox for the object
Set the organization-wide defult setting for the object to ‘Private’
When the address information on an account is being saved, the address should be automatically validated based on data that is referenced from records unrelated to the Account object. If the address fails the validation, the save operation should be canceled. Which of the following options should be used to meet this requirement?
Use Process Builder to perform the validation when the address is saved
Have a developer build an Apex trigger that performs the required logic
Use a before-save flow to perform the validation when the address is saved
Use a validation rule to validate the address by referencing the records
The Sales Manager of Fierce Sports needs to view a sales rep performance scorecard that shows the number of opportunities created, opportunities closed, and activities owned by all the sales reps in the organization. Which of the following report formats should be used to generate a report for this requirement?
Summary
Matrix
Tabular
Joined
Dashboards need to be refreshed to show the latest data. Which of the following statements do you have to keep in mind when scheduling dashboard refreshes?
Choose 2 answers.
Dashboards won’t refresh as scheduled if the running user doesn’t have access to the dashboard folder.
Dashboards won’t refresh if the month does not have the scheduled day.
Dashboard refresh notifications cannot be viewed offline in email clients.
You can schedule refreshes for dynamic dashboards.
Which of the following are valid reasons for considering an AppExchange app?
Choose 3 anwsers.
All AppExchange apps are free.
Many AppExchange apps are compatible with the Salesforce mobile app.
AppExchange apps do not affect organization limits.
An existing unmanaged package app may meet most of the requirements and can be further customized.
An existing app may solve the business problem, meaning a custom solution does not need to be developed.
Which of the following are features included in Chatter?
Choose 3 answers.
A poll can be used within a Chatter post
Posts can be shared with the more popular social media channels like Twitter and Facebook
Topics can be selected and added to a post
Posts can be shared to the user's Chatter profile, or groups that the user is a member of
Use merge fields in Chatter posts to display record data
Global Insurance would like users to be able to enter policy and advisor details on a screen. When a user clicks the 'Next' button on the screen, the advisor commission related to the details entered by the user should be displayed on the next screen. What would be the recommended solution for this requirement?
Create a flow with Flow Builder
Create a process with Process Builder
Create an approval workflow
Create a Visualforce wizard
The HR department is considering using Salesforce for managing performance reviews for employees. It is concerned about access to this sensitive data such that the organization-wide default settings for the Performance Review object will be set to Private. Which feature can be used to open up access to one record for a specific user, for example, the employee's manager?
Permission Sets
Role Hierarchy
Manual Sharing
Manager Group Sharing
The organization-wide default setting for the Contact object is set to 'Public Read/Write’. However, the company wants to ensure that sales representatives should not be able to edit any Contact records. What action should be taken to achieve this requirement?
Grant only 'Read' access to the Contact object for the role of sales representatives
Change the existing organization-wide default setting for Contact to 'Public Read Only'
Grant only 'Read' access to the Contact object in the profile of sales representatives
Create a Contact sharing rule
