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WorksheetsSET-2
Total questions: 65
Worksheet time: 33mins
An administrator at Cloud Kicks has a flow in production that is supposed to create new records. However, no new records are being created. What could the issue be?
The flow is inactive.
The flow url deactivated.
The flow trigger is missing.
The flow is read only.
An administrator has reviewed an upcoming critical update. How should the administrator proceed with activation of the critical update?
Allow the critical update to auto-activate a sandbox.
Activate the critical update in production.
Allow the critical update to auto-activate.
Activate the critical update in a sandbox.
An administrator at Cloud Kicks needs to export a file of closed won opportunities from the last 90 days. The file should include the Opportunity Name, ID, Close Date, and Amount. How should the administrator export this file?
Import Wizard
Data Export Wizard
Data Loader
Data Export Service
Universal Containers requires that when an opportunity is closed won, all other open opportunities on the same account must be marked as closed lost. Which automation solution should an administrator to implement this request?
Quick Action
Workflow Rule
Flow Builder
Outbound Message
Users at Cloud Kicks want to see information more useful for their role on the Case page. How should an administrator make the pages more dynamic and easier to use?
Delete the extra components from the page.
Add component visibility filters to the components.
Remove fields from the record details component.
Include more tab components with filters.
Cloud Kicks (CK) is partnering with a used shoe store and second-hand bicycle emporium. CK has an automated business process it wants to run once a week to count the number of open cases related to an account. How should the administrator recommend automating this business process?
Set up scheduled process in Process Builder.
Use process update the account when it is edited.
Create workflow rule with an outbound message.
Configure a scheduled flow in Flow Builder.
The administrator at Cloud Kicks updated the custom object Event to include a lookup field to the primary contact for the event. When running an event report, they want to reference fields from the associated contact record. What should the administrator do to pull contact fields into the custom report?
Create new report type with Event as the primary object and Contact a related object.
Configure formula fields on Event to populate contact information.
Edit the custom Event report type and add fields related via lookup.
Use dashboard with firers to show Event and contact data as requested.
The standard Lead Rating field has picklist values of Hot, Warm, and Cold. A list of new leads was imported without errors even though several records had the value of Unrated in the Rating field. How were these records added without error?
The Add to All Record Types checkbox was selected.
A Global picklist value set was used to populate the picklist.
The Restricted picklist checkbox was unchecked.
Field-level security was set to Visible for all profiles.
What are three characteristics of a master-detail relationship? Choose 3 answers
Each object can have up to five master-detail relationships.
Roll-up summaries are supported in master-detail relationships.
Permissions for the detail record are set independently of the master.
The owner field on the detail records is the owner of the master record.
The master object can be a standard or custom object.
An administrator wants to create a form in Salesforce for users to fill out when they lose a client. Which automation tool supports creating a wizard to accomplish this goal?
Outbound Message.
Process Builder.
Flow Builder.
Approval Process.
Cloud Kicks is working on a rebrand. In which two areas of the Salesforce mobile app can the administrator customize the branding? Choose 2 answers
Header background color.
Popups header color.
Loading page logo.
Record background color.
The Sales manager at DreamHouse Realty wants the sales users to have a quick way to view and edit the Opportunities in their pipeline expected to close in the next 90 days. What should an administrator do to accomplish this request?
Create custom report and schedule the sales users to receive it each remainder to update their opportunities.
Make new Sales dashboard and add a component that shows aII opportunities that meet the criteria.
Enable Sales Console And show users how to open tab for each opportunity in the pipeline that meets the requirements.
Create a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop.
Users at Dreamhouse Realty are only allowed to see opportunities they own. Leadership wants an enterprise-wide dashboard of all open opportunities in the pipeline so that users can see how the company is performing at any point in time. HOW should an administrator create the dashboard without changing any sharing settings?
Build individual dashboards for profiles that need to see the enterprise results.
Add a filter to the dashboard to fiter the opportunities by owner role.
Update the folder Dashboard settings to manager for the sales reps role.
Create a dashboard with the running user set as someone who can see an opportunities.
Ursa Major Solar has its business hours set from 9:00 AM to 5:00 PM for the reps that are on pacific time. The reps on Eastern Time need business hours set to start 3 hours earlier to cover for support. How should an administrator solve for this issue?
Allow the reps to set business hours manually.
Adjust the currant business hours to accommodate the Eastern Time Zone.
Set temporary business hours for each time zone.
Create one set of business hours per time zone.
Once an opportunity reaches the negotiation stage at cloud kicks, The Amount fields becomes required for sales users. Sales managers need to be able to move opportunities inti this stage without knowing the amount. How should the administrator require this field during the negotiation stage for sales users but allow their managers to make changes?
Make the field required for all users.
Assign the administrator profile to the managers.
Configure a validation rule to meet the criteria.
Create to formula field to fill in the field for managers.
An administrator at Cloud Kicks is building a flow that needs to search for records that meet certain conditions and store values from those records in variable for use later in the flow. What flow element should the administrator add?
Assignment
Get Records
Create Records
Update Records
An administrator at Universal Containers needs an automated way to delete records based on field values. What automated solution should the administrator use?
Workflow
Automation Studio
Process Builder
Flow Builder
Management at Universal Containers would like to share dashboard components with their team in Chatter but currently do not have access to this capability. How should the administrator make this functionality available to management?
Enable reporting
Select Download Chart on the component
Set View Dashboard to the viewer
Enable dashboard feed tracking
Cloud Kicks has a customer success agent going on leave and needs to change ownership on multiple cases. Which two users are able to fulfill this request? Choose 2 answers
A user with the Manage Cases permission.
A user with the System Administrator profile.
A user with a manager role above the agent.
A user with Read permission on the account.
What data loss considerations should an administrator keep in mind when changing a custom field type from Text to Picklist? Choose 2 answers
There will be no data loss with use of a global value set.
Assignment and escalation rules may be affected.
Auto updates will be made to Visualforce references to prevent data loss.
Any list view based on the custom field is deleted.
The CTO of AW Computing has defined a new policy for cases to improve customer satisfaction. All cases submitted with a Case Reason of Installation must be acknowledged immediately via email and assigned to the appropriate agents. Any cases that are still in the New status after 4 hours must be escalated to support management. What case management tools need to be utilized for this requirement?
Auto-response rules, Macros, Entitlements
Auto-response rules, Queues, Macros
Auto-response rules, Support Processes, Escalation Rules
Auto-response rules, Entitlements, Escalation Rules
The service manager at Ursa Major Solar wants to let customers know that they have received their cases via email and their websites. Medium-priority and high-priority cases should receive different email notifications than low-priority cases. The administrator has created three email templates for this purpose. How should an administrator configure this requirement?
Include three assignment rules that fire when cases are created. Add a filter for case priority. Select the appropriate email template for each rule.
Add three auto-response rules. Configure one rule entry criteria for each rule and set a filter for case priority. Select the appropriate email template for each rule entry.
Configure one workflow rule that fires when cases are created. Add a filter for case priority. Select the appropriate email template for the rule.
Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority. Select the appropriate email template for each rule entry.
The VP of sales at Cloud Kicks has a standard sales profile and is receiving an error message that prevents them from saving an opportunity. The administrator attempted the same edit without receiving an error How can the administrator troubleshoot this issue?
Use an appexchange product to troubleshoot.
Ask the user for their password so the admin can log in as the user
Use ‘Login as’ to log in as the user
Log in as a system administrator to troubleshoot
DreamHouse Realty (DHR) wants a templated process with a mortgage calculator that generates leads for loans. DHR needs to complete the project days and has maxed out its budget for the year. Which AppExchange item should help the administrator meet the request?
Flow Solutions
Bolt Solutions
Lightning Data
Lightning Community
An administrator installed a managed package that contains a permission set group. The permission set group that was installed includes Delete access on several objects, and the administrator needs to prevent users in the permission set group from being able to delete records. What should the administrator do to control Delete access?
Use a muting permission set with a permission set group to mute selected permissions.
Create a new permission set that has Delete access deselected for the objects.
Edit the profile for the users to remove Delete access from the objects.
Create a new role that prevents Delete permissions from rolling up to the users.
Universal Containers has a Contact Lightning record page with a component that shows LinkedIn data. The sales team would like to only show this component to those users who have the Sales User profile when they are on their mobile phones. Which two solutions should the administrator use to fulfill this requirement?
Filter the component visibility with User > Role > Name = Sales User.
Filter the component visibility with View = Mobile/ Tablet.
Filter the component visibility with User > Profile > Name = Sales User.
Filter the component visibility with Form Factor = Phone.
Northern Trail Outfitters wants to calculate how much revenue has been generated for each of its marketing campaigns. How should an administrator deliver this information?
Design a standard Campaign report and add the Value Won Opportunities in Campaign field.
Add a Total Value field on Campaign and use a workflow rule to update the value when an opportunity is won.
Perform periodic data jobs to update campaign records.
Create a roll-up summary field on Opportunity to Campaign.
Users have noticed that when they click on a report in a dashboard to view the report details, the values in the report are different from the values displayed on the dashboard. What are the two reasons this is likely to occur?
The dashboard needs to be refreshed.
The current user does not have access to the report folder.
The running dashboard user and viewer have different permissions.
The report needs to be refreshed.
At Cloud Kicks, sales reps use discounts on the opportunity record to help win sales on particular products. When an opportunity is won, they then have to manually apply the discount to the related opportunity products. The sales manager has asked if there is a way to automate this time-consuming task. What should the administrator use to deliver this requirement?
Prebuilt Macro
Formula Field
Approval Process
Flow Builder
Which two objects are customizable in the Stage Setup Flow?
Opportunities
Leads
Campaign Members
Campaigns
An administrator wants to trigger a follow-up task for the Opportunity Owner when an Opportunity is closed as 'Won', and then trigger another task 60 days later to check in with the customer. Which two automation tools should the administrator use?
Flow Builder
Assignment Rule
Outbound Message
Field Update
Northern Trail Outfitters has a new flow that automatically sets field values when a new account is created. The flow is launched by a process, but the flow is not working properly. What should the administrator do to identify the problem?
View the setup audit trail and review for errors.
Use the native debug feature in the Flow Builder.
Review debug logs with the flow logging level.
Set up email logs and review the send error logs.
The administrator at Cloud Kicks has a custom picklist field on Lead, which is missing on the Contact when leads are converted. Which two items should the administrator do to make sure these values are populated?
Map the picklist field on the Lead to the Contact.
Create a custom picklist field on Contact.
Set the picklist field to be required on the Lead object.
Update the picklist value with a validation rule.
The administrator at Cloud Kicks created a new field for tracking returns on their new cloud shoe. A user has submitted a case to the administrator indicating that the new field is unavailable. Which two steps should an administrator do to troubleshoot this issue?
Run the setup audit trail for the organization.
Update the organization-wide defaults for the object.
Ensure that the page layout for the user's profile has been updated.
Review the field-level security of the field for the user profile.
Which tool should an administrator use to identify and fix potential session vulnerabilities?
Setup Audit Trail
Field History Tracking
Organization-Wide Defaults
Security Health Check
Ursa Major Solar offers amazing experiences for all of its employees. The Employee engagement committee wants to post updates while restricting other employees from posting. What should the administrator create to meet this request?
Chatter Stream.
Chatter Broadcast Group
Chatter Recommendations.
Chatter Unlisted Group
Universal Containers (UC) customers have provided feedback that their support cases are not being responded to quickly enough. UC wants to send all unassigned Cases that have been open for more than 2 hours to an urgent Case queue and alert the support manager. Which feature should an administrator configure to meet this requirement?
Case Scheduled Reports.
Case Dashboard Refreshes.
Case Escalation Rules.
Case Assignment Rules.
The Client services and customer support teams share the same profile but have different permission sets. The Custom Object Retention related list needs to be restricted to the client services team on the Lightning record page layout. What should the administrator use to fulfill this request?
Sharing settings
Page Layout Assignment
Component Visibility
Record Type Assignment
An administrator at Universal Containers has been asked to prevent users from accessing Salesforce from outside of their network. What are two considerations for this configuration?
IP address restrictions are set on the profile or globally for the org.
Assign single sign-on to a permission set to allow users to log in when outside the network.
Enforce Login IP Ranges on Every Request must be selected to enforce IP restrictions.
Restrict U2F Security Keys on the user's profile to enforce login hours.
Aw Computing needs to capture a loss reason in rich text field when an opportunity is Closed lost. How should an administrator configure this requirement?
Select the requirement checkbox next to the loss reason field on the page layout.
Create a validation rule to display an error if stage is Closed lost and Loss Reason is blank.
Check the required checkbox on the Loss Reason field in Object Manager.
Configure a workflow rule to display an error if Loss Reason is blank.
An administrator creates a custom text area field on the Account object and adds it to the service team's page layout. The services team manager loves the addition of this field and wants it to appear in the highlights panel so that the services reps can quickly find it when on the Account Page. How should the administrator accomplish this?
Create a new page layout and a new section titled highlights panel.
In the Account object manager, create a custom compact layout.
From the page layout editor, drag the field to the highlights panel.
Make the field required and move it to the top of the page.
Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity. Which tool should an administrator use to meet this requirement?
Opportunity Processes
Dynamic Forms
Path Key fields
Workflow Rules
Cloud Kicks generates leads for its different product categories (shoes, apparel, and accessories) through many different sources. While some lead sources are used for all three categories, other lead sources are specific to a single category. The VP of marketing requests that only the proper lead sources be displayed based on the product category chosen.
How should the administrator configure Salesforce to meet this requirement?
Create a page layout for each category and filter the Lead Source field based on category.
Create a dependency between the Product Category field and Lead Source field.
Create business processes and record types for each of the three product categories.
Create a single business process, then create record types for each product category.
The administrator at Cloud Kicks has created an approval process for time off requests.
Which two automated actions are available to be added as part of the approval process?
Choose 2 answers:
Chatter Post
Autolaunched flow
Email Alert
Field Update
Sales users at Cloud Kicks are requesting that the data in the Industry field on the Account object displays on the Opportunity page layout. Which type of field should an administrator create to accomplish this?
Custom Account field
Standard Account field
Cross-object formula field
Master-detail relationship field
Northern Trail Outfitters has a custom quick action on Account that creates a new Case. How should an administrator make the quick action available on the Salesforce mobile app?
Include the action in the Salesforce Mobile Navigation menu.
Add the Salesforce Mobile and Lightning Experience action to the page layout.
Create a custom Lightning App with the action.
Modify compact Case page layout to include the action.
sales rep has left the company and an administrator has been asked to re-assign all their accounts and opportunities to a new sales rep and keep the teams as Which tool should an administrator use to accomplish this?
Data Loader
Mass Transfer Tool
Data Import Wizard
Dataloader.io
Northern Trail Outfitters uses web-to-case to convert support requests submitted through its website into cases. The support team want to automatically send an email containing password reset instructions to the customers when the case subject contains the words forgot and password. What two options should the administrator configure to meet this requirement? Choose 2 answers:
Email template
Password reset template
Email-to-case
Auto-response rule
AW Computing has six sales teams in a region. These teams always consist of the same account manager, engineer, and assistant. What should the administrator configure to make it easier for teams to collaborate with the same customer?
Enable account teams and show the users how to set up a default account team.
Enable and configure standard opportunity teams with splits.
Propose the users manually share all their accounts with their teammates.
Create a queue for each team and assign account ownership to the queue.
Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and want to share all cross-sell opportunities with a team of subject matter experts in their organization. The company has different roles, and the organization-wide default for Opportunity is set to Private. How should the administrator accomplish this?
Create a new role for the subject matter experts and give them access to the records with an owner-based sharing rule.
Add the subject matter experts to a public group and give them access to the records with a criteria-based sharing rule.
Enable territory management, assign the subject matter experts to the same territory, and give them access to the records with manual sharing.
Change the organization-wide default for Opportunity from Private to Public Read/Write to open up access for the subject matter experts.
At Universal Containers, there is a custom field on the Lead named Product Category. Management wants this information to be part of the Opportunity upon lead conversion. What action should the administrator take to satisfy the request?
Configure the product categories picklist field on the product.
Map the lead custom field to the product's product category field.
Create a custom field on the Opportunity and map the two fields.
Create a workflow to update Opportunity fields based on the lead.
Ursa Major Solar wants to assist users with a guided expense report process to simplify submissions, routing, and authorizations. Which two tools should an administrator use to build this solution?
Flow Builder
Approval Process
Validation Rule
Quick Action
An administrator at Universal Containers needs a simple way to trigger an alert to the director of sales when opportunities reach an amount of $500,000. What should the administrator configure to meet this requirement?
Opportunity warnings in Kanban View
Set up Big Deal Alerts for the amount.
Key Deals component on the homepage
Enable Opportunity Update Reminders.
Universal Container's administrator has been asked to create a many-to-many relationship between two existing custom objects. Which two steps should the administrator take when enabling the many-to-many relationship?
Create two master-detail relationships on the new object.
Create two lookup relationships on the new object.
Create URL fields on a custom object.
Create a junction with a custom object.
A user at Northern Trail Outfitters is locked out of Salesforce after multiple failed login attempts.Which two ways can the administrator help the user?
Reset password on the user's record detail page.
Reset the password policies to allow the user to login.
Use the unlock button on the user's record detail page.
Log in as the user to unlock the user and reset the password.
Universal Containers has two sales teams: Sales Team A and Sales Team B. Each team has its own role under the same parent in the role hierarchy. How should the administrator share records owned by Sales Team A with Sales Team B?
Manual sharing
Criteria-based sharing
Hierarchical sharing
Owner-based sharing
An administrator has assigned a permission set group with the two-factor authentication for User Interface Logins permissions and the two-factor authentication for API Logins permission to a group of users. Which two prompts will happen when one of the users attempts to log in to Data Loader? Choose 2 answers
Users need to connect an authenticator app to their Salesforce account.
Users need to get a security token from a trusted network using Reset My Security Token.
Users need to download and install an authenticator app on their mobile device.
Users need to enter a verification code from email or SMS, whichever has higher priority.
Northern trail Outfitter wants to use contract hierarchy in its or to display contact association.
What should the administrator take into consideration regarding the contact hierarchy?
Contacts displayed in the contact hierarchy are limited to record-level access by User.
Contact Hierarchy is limited to only 3,000 contacts at one time.
Customizing hierarchy columns changes the recently viewed Contacts list view.
Sharing settings are ignored by contacts displayed in the Contact Hierarchy.
Cloud Kicks executives have noticed the opportunity Expected revenue Field displays incorrect values. How Should the administrator correct this?
Update the expected revenue associated with the stage.
Adjust the forecast category associated with the stage.
Modify the closed won value associated with the stage.
Change the probability associated with the stage.
Users at Cloud Kicks want to be able to create a task that will repeat every two weeks.What should an administrator do to meet this requirement?
Workflow rule to create recurring tasks
Turn on Recurring Activities
Enable Creation of Recurring Tasks
Flow to create recurring tasks
Support reps at Cloud Kicks (CK) are reporting that when they try to close a case, the Closed option in the Case Status picklist is missing. CK has asked the administrator to find a solution.
Why are the support reps unable to see the Closed option in the specified piclist?
The Show Closed Statuses in Case Status Field checkbox is set to the default.
The Case record type is missing Closed as a picklist value.
The Close Case page layout must be used to close a case.
The Support Process being used omits Closed as a status choice.
Cloud Kicks needs to change the owner of a case when it has been open for more than 7 days.How should the administrator complete this requirement?
Auto - Response Rules
Validation Rule
Escalation Rule
Assignment Rule
Northern Trail Outfitters uses a custom object Invoice to collect customer payment
information from an external billing system. The Billing System field needs to be filled on every
Invoice record.How should an administrator ensure this requirement?
Make the field universally required.
Create a Process Builder to set the field.
Define an approval process for the child.
Require the field on the record type.
AW Computing would like to improve its Case Lightning record page by including:
• A filtered component to display a message in bold font when a case is saved as acriticalrecord
type.
• A quick way to update the account status from the case layout.
Which two components should an administrator use to satisfy these requests?
Choose 2 Answers
Related List
Related Record
Record details
Rich text
Which two actions should an administrator perform with Case escalation rules?
Choose 2 answers
Re-open the Case
Send email notifications
Change the Case Priority
Re-assign the Case
