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WorksheetsSalesforce Advanced 3
Total questions: 26
Worksheet time: 13mins
The sales manager at Cloud Kicks wants a way to report on information from a form their clients fill out during the sales cycle. Once a form has been submitted, the client is unable to access it. This form may need to be filled out more than once during the sales cycle. There are more than 30 fields on this form, and the sales team needs to be able to see what changed from one submission to the next. Which two options should an administrator use to solve this scenario?
Make custom fields.
Create a custom object.
Turn on Field Tracking.
Add forms as attachments.
To set up entitlement management, including milestones, entitlement processes, and entitlement templates, which permission needs to be enabled? Choose 2 answers.
Manage Milestones.
Customize Entitlements.
Manage Entitlements.
Customize Application.
Cloud Kicks (CK) does business directly with individual consumers (B2C) and large business (B2B). Some of CK’s B2C customers are employed at its larger customer accounts and should be tracked under both. Which two options will CK need to use to manage customers’ accounts? Choose 2 answers.
Personal Accounts.
Leads.
Contacts to Multiple Accounts.
Campaign Members.
The administrator at AW Computing has received an email for a system error indicating that their organization has reached its hourly limit for processing workflow time triggers. Which two processes should the administrator review? Choose 2 answers.
Paused Flow Interviews.
Apex Triggers.
Debug Logs.
Time-Based Workflows.
Ursa Major Solar has a training sandbox with 160 MB of test data that needs to be refreshed every other day. Which two sandboxes should be used in this instance? Choose 2 answers.
Developer Pro Sandbox.
Developer Sandbox.
Partial.
Full
Cloud Kicks wants to implement multi-factor authentication (MFA) to help better secure its Salesforce org. Which two options should the administrator consider to use MFA? Choose 2 answers.
A Security Token.
An Encryption Key.
An Authentication app.
A Username and Password.
A sales rep needs to help cross-sell an opportunity but is unable to make updates on the record or update the opportunity team. Which two options would be required for a sales rep to add a rep to the opportunity team? Choose 2 answers.
A roll above the Opportunity owner in the role hierarchy.
A permission with Edit access on the Account object.
Transferred ownership of the Opportunity to the sales rep.
Transferred ownership of the Account to the sales rep.
An administrator needs to create a junction object called Account Region to link the standard Account object with a custom object called Region. Once the junction object is created, what are the next two steps the administrator should take? Choose 2 answers.
Create a master-detail relationship field on the Account object to the junction object.
Configure a master-detail relationship field on the junction object to the Account object.
Build detail-relationship field on the Region object to the junction object.
Make a master-detail relationship field on the junction object to the Region object.
AW Computing has been advertising a new keyboard that was released at the beginning of the month. The sales team has an additional incentive to add the keyboards to every sale. The administrator already added the product to Salesforce but reps are unable to select the product on the opportunity. Which two options should an administrator check to ensure the product is available?
Verified the product has a start date and entered.
Ensure the product is associated with the correct price book.
Confirm the correct price book is selected on the opportunity.
Make sure the price book is in the company currency.
Which feature should an administrator recommend to help limit what data is exported?
Muted Permission Sets
Export Data Settings
Salesforce Platform Encryption
Salesforce Shield
What is the reason only one user can see the account record?
Queues
Role Hierarchy
Manual Sharing
Workflow Rule
How should an administrator adjust Northern Trail Outfitters' sharing model to ensure confidentiality of records containing credit information?
Use validation rules targeting logged-in users
Create sharing rules for each manager based on the record owner
Grant access using hierarchies via the sharing settings
Add View All access for the object via the manager's profile
A sales manager at AW Computing has created a contact record but is missing some of the information to complete the record. The organization-wide default for Accounts is set to Public Read Only, and Contacts are controlled by parents. Who will be able to edit this new contact record?
The owner and users below the owner in the role hierarchy.
Sales manager and system administrator.
Users above the sales manager in the role hierarchy.
All users in the organization.
What should the administrator review to resolve the issue of missing email alerts at Cloud Kicks?
HTML Email Status Report
Notification Delivery Settings
Email logs
Outbound Messages
Which sharing setting provides the correct visibility for Work Item records at DreamHouse Realty?
Controlled by Parent
Private
Public Read Only
Public Read/Went/Transfer
What type of access will allow the recruiting manager to make changes in Salesforce if the administrator is unable to complete the request?
Delegated administration to manage recruiting users
Create, Read, Edit, and Delete access to the Position object
Delegated administration over the Position object
Modify All and View All access to the Position object
What should the administrator do to allow each division at Cloud Kicks to create and manage users only within their division?
Assign a flat territory role hierarchy for the division leaders
Create a permission set group for the division leaders
Customize and assign profiles for the division teams
Set up delegated administrators for the division leaders
How should an administrator support a finance team that is trying to use Opportunity data to keep an eye on their pipeline rather than manually calculating anticipated income for the quarter?
Show the finance team how to use the Opportunity Kanban List View.
Run a report at the end of each quarter to update the finance team on pipeline status.
Set up collaborative forecasting to view quota against the open pipeline.
Create a custom Forecasting object to inform the finance team on the status of deals.
Administrator profile should be allowed to access data in the production system. When any other user attempts to log in, a maintenance notice should be displayed instead. How can an administrator meet this requirement?
Activate the Planned maintenance window feature and set the custom maintenance message.
Add Individual IP range to all profiles except System Administrator and add a custom home page message.
Assign all other users a custom profile with read access to all objects revoked and add a custom home page message.
Add login hours to all profiles except System Administrator and set the custom maintenance message.
What should the administrator recommend to make distributor account information unavailable to testers in the full sandbox at Cloud Kicks?
Refresh the sandbox
Assign the users a new permission Set
Delete the sensitive information
Use the data masking tool
What should the administrator recommend to improve the use case completion rate at Northern Trail Outfitters?
Write a record-triggered flow that populates the Use Case field when an opportunity is closed
Use a quick action with the Use Case field in the layout, and add it as a Lightning component
Make the Use Case field required on the master Opportunity layout
Create a validation rule and add the Use Case field to the Stage Guidance in Path
What can the administrator do to allow the VP of Marketing to configure only custom marketing objects at Universal Containers?
Set up the VP of Marketing as a delegated administrator for the custom marketing objects
Enable the Marketing User permission on the user record for the VP of Marketing
Create a custom profile with Edit permission on the user record for the VP of Marketing
What should the administrator do to report on how long leads have a Lead Status of 'Open' before changing to another value at Universal Containers?
Use a publisher action to change the status value and a workflow rule to update a date field
Use a formula field to calculate the difference between the current and created date when the status changes through inline field editing
Use a workflow rule that sends an email when the Lead Status is changed and an approval process to update the status
Turn on-field history tracking for the lead status field and create a report based on that field
A user accidentally created a duplicate opportunity and is unable to delete the duplicate record. What should an administrator do to troubleshoot this issue?
Run a report of all opportunities to identify other possible duplicates.
Change the user’s profile to System Administrator so they have full permissions to delete object records.
Advice the user to mark the duplicate opportunity Closed Lost and keep it in the system.
Check the user profile permissions on the Opportunity object to see if they have permission to delete.
What is a recommended solution for the sales manager to edit opportunities owned by the sales team?
Redefine the role hierarchy by enabling 'grant access using hierarchies'
Change the opportunity's organization-wide default setting to Public Read/Write
Enable team selling on the Opportunity object to grant Read/Write access
Create permission set and associate Edit opportunity to the user record
How can a report of accounts with no closed/won opportunities in the last year be generated?
Create a custom report type for Accounts without Opportunities
Create a joined report using the Accounts report type and the Opportunities report types
Create a summary report using the Accounts report type with a formula field for opportunity count
Create a tabular report using the Account report type and add a cross filter using Opportunities
