Sebastian Jud
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Quiz on SFDC ADMIN 3, created by Sebastian Jud on 12/28/2016.

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Sebastian Jud
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SFDC ADMIN 3

Question 1 of 72

1

Jim has logged into Salesforce. He clicks the leads ____ along the top of the screen, and then clicks the new button. He enters a lead name, company, and demographic information, and clicks save. Jim has created a lead ____ within the lead ____. (Read all answers.)

Select one of the following:

  • Object, Tab, Record

  • Tab, Object, Record

  • Object, Record, Tab

  • Tab, Record, Object

Explanation

Question 2 of 72

1

Which of the following is NOT a standard Salesforce application? (Select all that apply)

Select one or more of the following:

  • Call Center

  • Accounts

  • Marketing

  • Invoices

Explanation

Question 3 of 72

1

Which of the following is NOT a standard object?

Select one of the following:

  • Campaign

  • Opportunity

  • Sale

  • Contract

Explanation

Question 4 of 72

1

Susan navigates to the leads tab and selects “Unread Leads” from the drop down menu, and is presented with a series of lead records. “Unread Leads” is an example of which of the following?

Select one of the following:

  • Report

  • Dashboard

  • List View

  • Records

Explanation

Question 5 of 72

1

Bob is a Salesforce system administrator. He creates a sandbox to test a feature that will require activation. Bob submits a case to Salesforce support from the production environment. Support requests the org ID of the environment that Bob would like the feature activated within. Bob can provide support the production org ID, as the sandbox and production org IDs will match.

Select one of the following:

  • Only in the case where the sandbox created is a developer sandbox.

  • Only in the case where the sandbox created is a full sandbox.

  • Yes, the production org ID will always match the org ID of its sandboxes

  • No, the production org ID will never match the org ID of any of its sandboxes.

Explanation

Question 6 of 72

1

IPI support has office hours Mon-Sun 8a-8p, but does not work Christmas, Thanksgiving, and several other holidays throughout the year. Cases are escalated according to working hours within the organization. How should this be configured in Salesforce? (Select all that apply)

Select one or more of the following:

  • Business hours must be configured to define the working hours Mon-Sun, 8a-8p.

  • Salesforce automatically adds holidays, simply select all that apply.

  • A recurring holiday must be added for each holiday and associated to the appropriate business hours.

  • Configuration of business hours and holidays is not required.

Explanation

Question 7 of 72

1

Jenny is a Salesforce.com administrator for Inspired Products, Inc (IPI). IPI’s fiscal quarters are comprised of two four week months, and one five week month, beginning in January. IPI would like to report on their opportunity pipeline for the current quarter. What does Jenny need to consider when configuring Salesforce?

Select one of the following:

  • Standard Fiscal Years can be configured to suit IPI's needs.

  • Custom Fiscal Years must be configured to suit IPI's needs. Once enabled, Custom Fiscal Years CANNOT be disabled.

  • Custom Fiscal Years must be configured to suit IPI's needs. Once enabled, Custom Fiscal Years CAN be disabled.

  • Fiscal Year configuration is not required

Explanation

Question 8 of 72

1

Dan creates an opportunity record, and then associates a Powerpoint deck to the opportunity via Chatter.

The opportunity record impacts ________ storage, while the Powerpoint deck impacts _________ storage.

Select one of the following:

  • data, file

  • file, data

  • record, data

  • record, file

Explanation

Question 9 of 72

1

Mary is a sales rep that travels extensively. She states that she consistently uses the same web browser on the same laptop, yet is still frequently prompted for computer activation. What could cause this to happen?

Select one of the following:

  • This is normal and expected behavior.

  • Mary's computer's web browser is not storing cookies properly.

  • The Trusted IP Ranges for Salesforce are improperly configured.

  • The Login IP Ranges for Salesforce are improperly configured.

Explanation

Question 10 of 72

1

Jim is a traveling sales rep, and has just landed from a cross country flight. He views his calendar in Salesforce and notices that his calendar appointments are displaying several hours off. What is likely the cause?

Select one of the following:

  • The locale on Jim's user record is set incorrectly.

  • The Salesforce org's time zone needs to be changed to reflect the change in time zone.

  • The time zone on Jim's user record needs to be updated to reflect the change in time zone.

  • Jim needs to update the time zone on his laptop to reflect the change in time zone.

Explanation

Question 11 of 72

1

You are the Salesforce administrator for a US-based company with a satellite office in Berlin. The Berlin office does not currently use Salesforce, but is scheduled to begin within the next few months. In order for the Berlin office to be effective, they will need to view Salesforce in German and enter currency amounts in Euros. The US office must be able to report all opportunities in US dollar amounts. A static conversion rate between USD and EUR is acceptable for launch. What do you need to consider for this implementation? (Select 3)

Select one or more of the following:

  • Multiple currencies must be enabled prior to establishing conversion rates between currencies.

  • Translation must be configured for custom objects, tabs, fields, and picklist values.

  • Enabling multiple currencies will require feature activation. Feature activation can take several days to complete, and should be worked in to the project plan accordingly.

  • Advanced currency management with dated exchange rates is required

Explanation

Question 12 of 72

1

The VP of customer service is concerned that customer service reps can access Salesforce data from their homes. She would like to limit all customer service reps to accessing Salesforce only while they are at work. As the Salesforce administrator, what steps can you take to ensure that the customer services reps can access Salesforce only from within the company?

Select one of the following:

  • Add the company's public IP range(s) to the list of Trusted IP Ranges.

  • Add the company's public IP range(s) to the list of Login IP Ranges on the customer service reps' profile.

  • Configure Login Hours on the company information page.

  • Add the company's public IP range(s) to the list of Trusted IP Ranges on the customer service reps' profile.

Explanation

Question 13 of 72

1

The inside sales team must have the ability to create and edit opportunities. Each user within the inside sales team must only be able to view records that they own (Inside Sales User A should not be able to view Inside Sales User B’s opportunities).

The outside sales team must have the ability to create and edit opportunities, and view opportunities owned by users within both the inside and outside sales teams.

How should this be configured in Salesforce? (Select all that apply)

Select one or more of the following:

  • Configure org-wide defaults for opportunity to read only.

  • Configure org-wide defaults for opportunity to private.

  • Create a sharing rule: prevent the inside sales team from viewing records owned by the outside sales team.

  • Create a sharing rule: the outside sales team will be granted read access to opportunities owned by the inside sales team.

  • Create two roles: one for the inside sales team and one for the outside sales team.

Explanation

Question 14 of 72

1

The org-wide defaults for opportunity are set to read only. A custom field Commission has been added to the opportunity. Each user should be able to view this field for records that they own, but not for records they do not own. How can this be accomplished using Salesforce security configuration?

Select one of the following:

  • Set field-level security to read only on the Commission field for the appropriate profiles.

  • Set field-level security to hidden on the Commission field for the appropriate profiles.

  • Set field-level security to hidden on the Commission field for the appropriate profiles, and create sharing rules to grant access to users to view the Commission field on records they own.

  • Set field-level security to hidden on the Commission field for the appropriate profiles, and create permission sets to grant access to users to view the Commission field on records they own.

  • This scenario cannot be solved using only Salesforce security configuration.

Explanation

Question 15 of 72

1

Opportunity to Account is a ___ to ____ relationship.

Select one of the following:

  • many, many

  • many, one

  • one, many

  • one, one

Explanation

Question 16 of 72

1

PermissionSet to User is a _____ to ____ relationship.

Select one of the following:

  • one, one

  • many, one

  • one, many

  • many, many

Explanation

Question 17 of 72

1

Mary works in finance, and finds that she is frequently searching for the account number from Salesforce in the company’s internal billing system. To perform the search, she copies the account number from Salesforce, opens a new tab in her browser, navigates to the page for the internal billing system, pastes in the account number, and then clicks search. What features of Salesforce can be leveraged to make this process more efficient for Mary?

Select one of the following:

  • Create a list view on accounts to display the most recently viewed accounts.

  • Create a custom link to the internal billing system (passing the account number as a variable if possible) and add the link to the account page layout.

  • Add the account number to the search filters under the account search layouts in Salesforce.

  • Customize the global user interface settings to automatically display the internal billing system's search page.

Explanation

Question 18 of 72

1

The current configuration in your org is as follows:

Org-wide defaults for the lead object is set to Public Read/Write.
The Lead tab is included in the Call Center standard application.

Two profiles have been configured:

Call Center Agent: No object-level permission to lead object, assigned one application (Call Center), lead tab is set to “Tab Hidden”.
Call Center Agent w/Lead Gen: CRE (Create, Read, Edit) permission to lead object, assigned one application (Call Center), lead tab is set to “Default Off”.

Mark is assigned the Call Center Agent profile. Bill is assigned the Call Center Agent w/Lead Gen profile. Neither has customized their application tabs.

Who will see the lead tab displayed on the top navigational bar? Who can select the lead tab by viewing all tabs?

Select one of the following:

  • The leads tab will be displayed to both users along the top navigational bar.

  • The lead tab will be displayed along the top navigational bar to Bill. The lead tab will not be displayed and cannot be selected by Mark (even by viewing all tabs).

  • The leads tab can be selected by Bill when viewing all tabs, but will not be displayed along the top navigational bar. The lead tab will not be displayed and cannot be selected by Mark (even by viewing all tabs).

  • The leads tab will not be displayed and cannot be selected by either user (even by viewing all tabs).

Explanation

Question 19 of 72

1

The marketing and sales teams in your organization would like information displayed on the opportunity in slightly different ways. Both teams should have access to the same information, but marketing would like lead source displayed near the top of the page, while the sale team would like lead source near the bottom. How can this be configured in Salesforce?

Select one of the following:

  • Configure two different page layouts and instruct users to select the appropriate layout.

  • This requirement cannot be met with standard Salesforce configuration.

  • Configure and assign a single page layout for both groups. Configure the layout to display as appropriate based on the user's profile.

  • Configure and assign two different page layouts: one for marketing and one for sales.

Explanation

Question 20 of 72

1

The sales team should be able to read the custom field Account Tier on accounts, while the marketing team should not be able to view or report on this field. Both teams would like the information on the account page displayed in the same fashion. How should this be configured?

Select one of the following:

  • Configure one page layout for both sales and marketing, and remove the Account Tier field.

  • Configure two page layouts: one for marketing, one for sales. Add the Account Tier field to the sales page layout, remove the field from the marketing page layout. Assign each layout accordingly.

  • Configure one page layout for both departments, add the Account Tier field. Set field-level security on the Account Tier field to read-only for sales, hidden for marketing.

  • Configure two page layouts: one for marketing, one for sales. Add the Account Tier field to the sales page layout, remove the field from the marketing page layout. Assign each layout accordingly. Set field-level security on the Account Tier field to read-only for Sales, hidden for marketing.

Explanation

Question 21 of 72

1

Which of the following must be completed in order for a user to access the Lightning Experience? (Select 2)

Select one or more of the following:

  • The Lightning Experience must be enabled for the org.

  • The user must access Salesforce from a mobile device.

  • The "Lightning Experience User" permission must be granted to the user.

  • The user must select the Lightning Experience application in Salesforce

Explanation

Question 22 of 72

1

You are the Salesforce administrator for your organization, which uses a custom picklist field on account called “Partnership Status” to indicate the engagement level with each of your partners. The valid options for this picklist field are:
Gold
Silver
Bronze
None

The picklist value “Platinum” was removed as this tier was re-branded as “Gold” two weeks prior. However, you notice several records that still contain the value “Platinum” in the “Partnership Status” field. What would explain the existence of records with the “Platinum” value? (Select 2 answers)

Select one or more of the following:

  • Users manually typed in the value "Platinum" after the picklist value was removed.

  • Data is being created or updated with the value "Platinum" through the API.

  • Instead of renaming the picklist value "Platinum" to "Gold", the administrator created the "Gold" picklist value and deleted the "Platinum" picklist value without updating the existing records.

  • Picklist values can be selected by users for up to 15 days after they are deleted.

Explanation

Question 23 of 72

1

What is the lowest value a custom field of type percent (2,1) can display?

Select one of the following:

  • 0%

  • -999%

  • -99.9%

  • -.999%

Explanation

Question 24 of 72

1

The VP of Sales would like to add formatting (underline, bold, etc.) and images to content within the standard field “Description” field on account. This will allow sales reps to add more descriptive elements (logos, etc.) about the accounts that they manage. How could you implement this change as a system administrator?

Select one of the following:

  • Change the field type of the standard field "Description" to Text Area (Rich).

  • Add a new Text Area (Rich) field, and migrate data in the current "Description" field to the new field.

  • Change the field type of the standard field "Description" to Text Area.

  • Add a new Text Area field, and migrate data in the current "Description" field to the new field.

Explanation

Question 25 of 72

1

Which of the following field types CANNOT be created by a Salesforce administrator?

Select one of the following:

  • Date

  • URL

  • Text Area (Rich)

  • Text (Encrypted)

  • Integer

  • Checkbox

Explanation

Question 26 of 72

1

The software development team within your organization tracks product feature requests in a custom object Feature_Request__c. As of today, there are no relationships to this custom object. However, the customer service team would like to note which customers have reported a case that pertains to an existing feature request. The expectation is that a case can only be related to a single feature request.

Select one of the following:

  • Create a master-detail relationship field on the Feature Request object that looks up to Case.

  • Create a lookup relationship field on the Feature Request object that looks up to Case.

  • Create a master-detail relationship field on Case that looks up to Feature Request.

  • Create a lookup relationship field on Case that looks up to Feature Request.

Explanation

Question 27 of 72

1

Your organization would like to use Salesforce to track job postings and applicants. One applicant can apply to many job postings, and one job posting can have many job applicants. To avoid mixing this information with data in standard objects, custom objects should be used to store all data.

How should this data structure be established within Salesforce?

Select one of the following:

  • Create 3 objects: Job Posting, Applicant, and Job Application. Create 2 master-detail relationship fields on the Job Application object.

  • Create 3 objects: Job Posting, Applicant, and Job Application. Create 2 master-detail relationship fields: one on the Applicant object, and one on Job Posting object.

  • Create 2 objects: Job Posting and Applicant. Create a master-detail relationship field on the Applicant object.

  • Create 2 objects: Job Posting and Applicant. Create a master-detail relationship field on the Job Posting object.

Explanation

Question 28 of 72

1

The software development team within your organization tracks product feature requests in a custom object Feature_Request__c.

A lookup relationship has been added to the case object to relate cases to feature requests. This enables the customer service team to note which customers are experiencing an issue that directly relates to an existing feature request.

The software development team would like to know at a glance how many cases are related to each feature request, so that they can better prioritize which features are developed.

How can this be configured in Salesforce?

Select one of the following:

  • Add a roll-up summary field on the Feature Request object to COUNT related Case records.

  • Add a roll-up summary field on the Case object to COUNT related Feature Request records.

  • Configure the page layout on the Feature Request object to display a COUNT of related Case records

  • A roll-up summary field cannot be established in this scenario. An apex trigger or another workaround is required.

Explanation

Question 29 of 72

1

When a custom object is deleted, how long does the administrator have to recover its data before it is permanently erased?

Select one of the following:

  • The object and its data are erased immediately.

  • 7 day.

  • 15 days.

  • 30 days.

Explanation

Question 30 of 72

1

Which of the following is the correct syntax for a formula to display the date 7 days after today’s date?

Select one of the following:

  • TODAY + 7

  • TODAY() + 7

  • CreatedDate + 7

  • Salesforce formulas cannot calculate when a date occurs in the next month/year without additional logic.

Explanation

Question 31 of 72

1

The marketing team uses a custom object “Venue” to track information about where some campaigns take place. The venue object has a custom field “Phone”. A custom formula field has been added to campaign to display the venue’s phone on the campaign record.

The formula syntax is “Venue__r.Phone__c” and the formula return type is text.

What will be displayed on the campaign record if Venue__c is not populated?

Select one of the following:

  • #N/A

  • Venue__c must be populated once the formula field is added to campaign.

  • 0

  • No Value (null)

Explanation

Question 32 of 72

1

A roll-up summary field called “Lifetime Sales” has been added to the account object and displays the total of all closed/won opportunities associated with an account. When viewing opportunity records, sales reps would like an easy way to view the total lifetime sales of the account. How can this be accomplished?

Select one of the following:

  • This cannot be accomplished without the use of workflow, apex code, or some other workaround.

  • Create a cross-object formula field on opportunity to reference the Lifetime Sales field on account.

  • Create a roll-up summary field on opportunity to aggregate the lifetime sales of the account.

  • Add the account Lifetime Sales field to the opportunity page layou

Explanation

Question 33 of 72

1

The syntax of a formula field references the variable $Profile.Name. Will the result of the formula change based on who is currently logged in to Salesforce?

Select one of the following:

  • Only if the administrator has defined global variables.

  • It depends on the logic of the formula; however, it is possible for the result to change for each user.

  • $Profile.Name is an invalid variable.

  • No, the result of the field will be the same for every user.

Explanation

Question 34 of 72

1

Which of the following is NOT a valid formula function?

Select one of the following:

  • LEFT()

  • LEN()

  • TEXT()

  • LASTMODIFIED()

Explanation

Question 35 of 72

1

How can record types influence a user’s experience within Salesforce? (Select all that apply)

Select one or more of the following:

  • Record types influence field-level security.

  • Record types influence page layout selection.

  • Record types influence which picklist values can be selected by the user.

  • Record types influence object-level security.

Explanation

Question 36 of 72

1

How are record types assigned to the user? (Select all that apply)

Select one or more of the following:

  • Role

  • Profile

  • Permission Set

  • Object

Explanation

Question 37 of 72

1

The sales department in your organization is divided into two different groups: hardware and software sales. Each group exclusively sells only their products (e.g. the hardware team does not also sell software, and vice verse).

The information captured today on the lead object is minimal. Sales leaders would like to increase the information captured by adding several fields to the lead object:

Product Family (picklist)
Current Pain (picklist)

The values for each of these fields are different for the hardware and software groups, and each group would like the fields positioned in a different manner. Record types are not in place today, and Salesforce is heavily populated with lead records.

What do you need to consider as the Salesforce administrator? (Select all that apply)

Select one or more of the following:

  • Record types are not required. Add the picklist fields and customize for each group accordingly.

  • Record types are required for this scenario: one for hardware sales, and a second for software sales.

  • The administrator should consider updating the existing lead records to either the hardware sales or software sales record type as part of the implementation strategy

  • The hardware and software sales teams must be assigned the appropriate record type (profile or permission set).

Explanation

Question 38 of 72

1

The org-wide default security for Account is set to Public Read Only. Record types are enabled for Account as follows:

Business Account
Consumer Account

The custom profile “B2B Sales Rep” has only the “Business Account” record type associated, and has Read access to the Account object. Likewise, the custom profile “B2C Sales Rep” has only the “Consumer Account” record type associated, and has Read access to the Account object.

Will users assigned the “B2B Sales Rep” profile be able to view accounts owned by users assigned the “B2C Sales Rep” profile?

Select one of the following:

  • Yes.

  • No.

  • Maybe. It depends on how the role hierarchy and sharing rules are configured.

  • Maybe. Only if the permission 'View all Data' or 'View All Accounts' is enabled on the B2B Sales Rep profile.

Explanation

Question 39 of 72

1

Mary is a sales rep for your company. Her profile is assigned both a product and service sales record types on the opportunity object.

When she creates a new opportunity record, however, she is not prompted for record type selection. What could explain this behavior?

Select one of the following:

  • She is creating the opportunity from the Create New... sidebar, which automatically selects the default record type.

  • Her profile is configured to automatically select the default record type.

  • Her role is configured to automatically select the default record type.

  • She has configured her personal record type selection to automatically select her profile's default record type for opportunity.

Explanation

Question 40 of 72

1

The VP of Sales would like a way to associate a contact to multiple accounts. What features of Salesforce can be leveraged to meet this need? (select 2)

Select one or more of the following:

  • Account Teams

  • Account Contact Roles

  • Opportunity Contact Roles

  • Enabling "Allow users to relate a contact to multiple accounts" in account settings

Explanation

Question 41 of 72

1

A custom picklist field “Number of Employees” has been created on the lead object, with the following picklist values:
1-10
11-100
101-1000
1001+

Data within this field should be transferred to the account when a lead is converted. What must you consider as an administrator?

Select one of the following:

  • Data within the custom field will automatically be transferred to the account without any additional configuration.

  • The "Number of Employees" field on the lead object must be included in the lead conversion field mapping settings. Once the field is included in the conversion mapping, a custom field will automatically be added to the account object.

  • The custom field "Number of Employees" must be created on the account object, and should use the same picklist values as the lead field. The lead "Number of Employees" field must then be mapped to the account "Number of Employees" field within the lead conversion field mapping settings.

  • Custom fields on the lead object can only be transferred to the account using custom lead conversion apex code.

Explanation

Question 42 of 72

1

The VP of marketing is looking to measure which marketing initiatives provide the highest return on investment. A customer’s purchasing decision is frequently influenced by several different marketing initiatives.

What do you need to consider as a Salesforce administrator? (Select 3 answers)

The VP of marketing can leverage standard campaign ROI reporting.

Select one or more of the following:

  • The VP of marketing can leverage standard campaign ROI reporting.

  • Campaign influence can be used to establish an opportunity's relationship with multiple campaigns.

  • Campaign influence can be used to attribute an opportunity to more than one campaign for ROI calculations.

  • An opportunity is attributed to only a single campaign for ROI calculations.

  • Campaign influence requires feature activation.

Explanation

Question 43 of 72

1

Your organization buys various products, and resells them to its customers. Currently, no CRM system is in place. The sales department has recently purchased Salesforce.com in order to meet two objectives:

1. The sales team would like to maintain centralized product pricing. Currently, product pricing is distributed via an Excel file emailed to each sales rep.

2. The sales team would like a streamlined method to quote customers. Currently, the sales team manually fills out an Excel file with quote information, which is then emailed to the customer. This process is error-prone and time consuming. All customers are quoted the same price for each product.

As the Salesforce.com administrator, you will be responsible for ensuring these objectives are met. What features of Salesforce should you consider leveraging? (Select all that apply)

Select one or more of the following:

  • Opportunities

  • Forecasts

  • Products and Price Books

  • Quotes

Explanation

Question 44 of 72

1

Your company sells medical equipment to large hospitals. Sales are generally low-volume, but high-value. Accounts are strategically managed by several users, and the leads object is not currently used. The users involved in managing the account must have access to all associated opportunities. Org-wide defaults on opportunity is set to private. How should this be implemented in Salesforce?

Select one of the following:

  • Use a criteria-based sharing rule to provide opportunity access.

  • Use manual sharing to provide opportunity access.

  • Enable account teams and establish teams as appropriate on each account record.

  • Set the opportunity object's org-wide default security to "Controlled by Parent".

Explanation

Question 45 of 72

1

Your organization is evaluating methods to streamline capturing customer support issues. What features of Salesforce should your organization consider leveraging? (Select all that apply)

Select one or more of the following:

  • Web-to-case

  • Email-to-case

  • Case escalation rules

  • Case teams

Explanation

Question 46 of 72

1

Your organization is evaluating ways to improve customer support agent productivity. Agents currently spend much of their time answering many of the same common customer questions. Some agents have saved responses in Word documents on their local computer, and copy/paste content from these documents into emails to customers. Others simply reply by hand for each inquiry.

What features of Salesforce could be leveraged to improve agent productivity? (Select 2 answers)

Select one or more of the following:

  • Documents

  • Solutions

  • Case Comments

  • Knowledge

Explanation

Question 47 of 72

1

3 Lines is a software development company that is evaluating methods to capture customer feedback to improve their products. Which Salesforce product is best suited to this application?

Select one of the following:

  • Ideas

  • Knowledge

  • Answers

  • Custom Object

Explanation

Question 48 of 72

1

Your organization uses the Service Cloud to provide support to its customers. There are two support teams: Tier 1 Support and Tier 2 Support.

When the Tier 1 Support team has not been able to resolve a customer support issue within 40 working hours, the case should be reassigned to the Tier 2 Support team. Both teams work 8AM-5PM Monday-Friday (PST), and do not work most major US holidays.

What features of Salesforce should be leveraged in this scenario? (Select all that apply)

Select one or more of the following:

  • Workflow rules

  • Business Hours

  • Holidays

  • Case escalation rules

Explanation

Question 49 of 72

1

Bob would like to schedule a recurring meeting for the next two months, every Thursday from 1-2PM. Teammates Martin and Jim should be invited as well for each meeting. How would Bob typically schedule these meetings in Salesforce?

Select one of the following:

  • Create an event for each Thursday when the meeting is held, inviting Martin and Jim to each event.

  • Create one recurring event, inviting Martin and Jim to the recurring event.

  • Assign a recurring task to Martin and Jim.

  • Assign a task to Martin and Jim for each Thursday when the meeting is held

Explanation

Question 50 of 72

1

Kim has been newly appointed as the VP of Sales. She would like to track the high-level result of calls made by the inside sales team. For each call, Kim would like to know which of the following occurred:

Left Voice Mail / Message
No Answer / Invalid Number
Conversation – Progression in Sale
Conversation – No Progression
The inside sales team only contacts leads. How should this information be captured within Salesforce?

Select one of the following:

  • Create a custom picklist field on the task object called "Call Outcome". Add the field to the appropriate task page layout(s).

  • Create a custom picklist field on the lead object called "Call Outcome". Add the field to the appropriate lead page layout(s).

  • This information cannot be captured within Salesforce.

  • Instruct users to type in the result of the call within the task comments.

Explanation

Question 51 of 72

1

Another administrator in your organization added a value “Cancelled” to the list of status values for tasks. However, when this value is selected, tasks are not moving from “Open Activities” to “Activity History” on the related record.

What would cause this to occur?

Select one of the following:

  • The task's due date has not passed.

  • The user must specifically mark the task as complete in addition to selecting the correct status.

  • The "Cancelled" task status was not configured as "Closed" when it was added.

  • The user's profile does not grant them permissions to close a task

Explanation

Question 52 of 72

1

Which of the following is not a feature of Chatter?

Select one of the following:

  • Bookmark a post.

  • Upload a file.

  • Like a post.

  • Email a post.

Explanation

Question 53 of 72

1

Mary is a sales user. She uses Chatter to stay in touch with various colleagues in your organization. She follows various users including a fellow sales rep, Jim.

Mary saw an interesting post from Jim earlier in the day referencing an opportunity record, but when she went back to view the post later in the day she could not find it in her feed.

What could have caused this scenario?

Select one of the following:

  • Jim marked the Chatter post as private.

  • Jim posted on the opportunity record to a Chatter group.

  • Mary can no longer view the opportunity record where the Chatter post was created.

  • Chatter has been disabled for Mary.

Explanation

Question 54 of 72

1

The Sales Operations team would like a method to communicate within their group and other select users within the company. Communications within this collection of users should not be visible by the rest of the company.

Which of the following are appropriate tools to facilitate this method of communication in Salesforce? (Select all that apply)

Select one or more of the following:

  • Sharing Rules

  • Chatter Private Groups

  • Chatter Public Groups

  • Chatter Unlisted Groups

Explanation

Question 55 of 72

1

A marketing user imported a list of leads into Salesforce using the lead import wizard, but missed a custom field when mapping the data for upload. What strategies can you employ to ensure this does not happen again? (Select 2 answers)

Select one or more of the following:

  • Instruct users to test upload a limited number of records (e.g. 3-5 records) to ensure that the data is properly mapped prior to importing a data file with a large number of records

  • Instruct users to run the data correction wizard when they've discovered there was a problem with the data import.

  • When a mass import (e.g. 300 records) is performed incorrectly, instruct users to manually correct the data.

  • Provide users a lead upload template file that matches the field naming convention used in Salesforce. This will ensure that fields are automatically mapped when using an import wizard.

Explanation

Question 56 of 72

1

The sales team wants to prevent sales reps from entering an opportunity close date more than 1 year from today’s date. Instead of pushing the close date this far, the opportunity should be marked as Closed/Lost and the account revisited in one year. How should this be enforced?

Select one of the following:

  • Opportunity Stage Configuration

  • Opportunity Settings

  • Validation Rule

  • Page Layout

Explanation

Question 57 of 72

1

One sales rep leaves your company, and another sales rep joins the company. All account records owned by the previous sales rep should be transferred to the new sales rep. The number of accounts to transfer is less than 200. What is the easiest way to accomplish this?

Select one of the following:

  • Use the Data Import Wizard.

  • Use the Mass Transfer Records wizard.

  • Use the data loader to extract and then update the account records.

  • When deactivating the old user, select the transfer records option.

Explanation

Question 58 of 72

1

Your organization requires a regular backup of all Salesforce data to adhere to its disaster recovery policies set by the IT department. What is the easiest way for you as an administrator to regularly export all of your Salesforce data?

Select one of the following:

  • Use the Data Loader to export data from all objects.

  • Use a 3rd party data tool.

  • Schedule a recurring data export within Salesforce; include all data when creating the export job.

  • Use the mass export data wizard.

Explanation

Question 59 of 72

1

A sales user wants to distribute a document within content to a prospect. What is the easiest way for the user to accomplish this?

Select one of the following:

  • Create a content delivery URL; email this URL to the prospect.

  • Create a content delivery pack.

  • Share the content library with the prospect's email address.

  • Content cannot be distributed to external users.

Explanation

Question 60 of 72

1

Jim is a sales manager for an internal products company. He has asked sales operations to provide a report that groups leads by company size:

Small (Less than 50)
Medium (Between 51 and 500)
Enterprise (501 and More)

This data is currently captured in the standard numeric lead field “No. of Employees”.

What feature of Salesforce.com can you leverage to generate this report?

Select one of the following:

  • Custom Summary Formulas

  • Bucketing

  • Cross Filters

  • Dashboards

Explanation

Question 61 of 72

1

Julie is a sales manager for ABC Products, Inc. She would like to run a report that shows the total value of won opportunities summarized by sales rep (opportunity owner).

What is the least complicated report format that would meet this need?

Select one of the following:

  • Matrix

  • Joined

  • Tabular

  • Summary

Explanation

Question 62 of 72

1

You are the Salesforce administrator for your organization, and you have been asked to evaluate the distribution of account records among the sales staff.

The sales operations manager would like to start by seeing a report that displays account ownership per sales rep as a percentage of the total number of accounts.

For example:

100 Accounts Total

Rep A – 9 Records / 9%

Rep B – 14 Records / 14%

Rep C – Etc.

What feature of Salesforce.com can be leverage to perform this type of analytic?

Select one of the following:

  • Custom Formula Fields

  • Bucketing

  • Custom Summary Formulas

  • Matrix Report

Explanation

Question 63 of 72

1

A group of executives within your organization would like a variety of summary-level information emailed to them on a weekly basis. Examples of the type of information they are looking for include the following:

Number of opportunities created this week, summarized by sales rep
Amount of opportunities closed/won this week, summarized by sales rep
Total current sales pipeline in USD, summarized by stage
What would be the best way to meet this need for the executive staff?

Select one of the following:

  • Create a dashboard with the required metrics and schedule it for weekly delivery to the appropriate users.

  • Create several reports and schedule them for email delivery to the appropriate users.

  • Create a dashboard and manually refresh and email the dashboard to the appropriate users on a weekly basis.

  • Create a custom report type and schedule it for weekly email delivery.

Explanation

Question 64 of 72

1

The VP of sales must approve any opportunity with an amount greater than 100,000 USD before the opportunity stage can reach “Closed/Won”. Which of the following components must be configured in order to enforce this process? (Select 2)

Select one or more of the following:

  • Outbound Message(s)

  • Workflow Rule(s)

  • Validation Rule(s)

  • Approval Process(es)

Explanation

Question 65 of 72

1

Which of the following actions can be performed by a workflow rules? (Select 3)

Select one or more of the following:

  • Send an email

  • Create a task

  • Delete a record

  • Update the value in a field

Explanation

Question 66 of 72

1

The support team would like an email notification sent to the case contact 7 days after case closure providing them instructions on how to reopen the case if they are still having a problem.

How can this be accomplished?

Select one of the following:

  • By creating an approval process, time trigger, and email notification action.

  • By creating an approval process and email notification action. No time trigger is required.

  • By creating a workflow rule and email notification action. No time trigger is required.

  • By creating a workflow rule, time trigger, and email notification action.

Explanation

Question 67 of 72

1

A workflow rule has been created to email the case contact 7 days after case closure. The rule evaluation criteria is “created, and any time it’s edited to subsequently meet criteria” and the rule criteria is “Case Status Equals Closed”.

The following sequence of events occurs:

CSR sets Status of case 00001022 to “Closed” on 10/1/2013.

CSR sets Status of case 00001022 to “Working” on 10/3/2013.

CSR sets Status of case 00001022 to “Closed” on 10/5/2013.

Case 00001022 has an associated case contact with a valid email address.

When is the case contact sent a case closure email?

Select one of the following:

  • On both 10/8/2013 and 10/12/2013.

  • On 10/8/2013.

  • On 10/12/2013.

  • Not enough information is provided in order to determine when the closure email is sent.

Explanation

Question 68 of 72

1

Acme Corporation has recently deployed the Sales Cloud for lead and opportunity management, and is looking for a convenient way for their sales reps to access Salesforce.com from their mobile device. Which of the following mobile application would you recommend?

Select one of the following:

  • Salesforce1

  • SalesforceA

  • Salesforce Mobile Classic

  • Browser on mobile device

Explanation

Question 69 of 72

1

Which of the following applications should a Salesforce administrator use to freeze a user account from their mobile device?

Select one of the following:

  • Salesforce1

  • SalesforceA

  • Salesforce Mobile Classic.

  • Browser on mobile device.

Explanation

Question 70 of 72

1

Salesforce for Outlook can synchronize which of the following Salesforce records? (Select 3)

Select one or more of the following:

  • Opportunities

  • Tasks

  • Events

  • Contacts

Explanation

Question 71 of 72

1

Which of the following are common use cases to evaluate the use of an AppExchange package? (Select all that apply)

Select one or more of the following:

  • Integration

  • Electronic Signature

  • Marketing Automation

  • Data Quality

Explanation

Question 72 of 72

1

Mary is the Salesforce administrator for her organization. Often times, users within her organization create duplicate lead and contact records. What actions should Mary consider to help mitigate this problem.? (Select 3)

Select one or more of the following:

  • Configure Data.com options to prevent duplicate lead creation.

  • Evaluate and install an AppExchange package to prevent duplicate lead creation.

  • Add a workflow rule to prevent duplicate lead creation.

  • Instruct users to search for an existing lead/contact prior to creating a new record.

Explanation

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