Which data can be highlighted in a report using conditional highlighting (CHOOSE 3)
Grand Totals
Summarized
Data Fields
Grouped by Field Names
Summary Formulas
Which circumstance will prevent a system administrator from deleting a custom field?
The field is used in a workflow field update
The field is used in a report
The field is used in a page layout
The field is part of a field dependency
Sales Management at Universal Containers needs to display the information listed below on each account record -Amount of all closed won opportunities -Amount of all open opportunities
Which feature should a system administrator use to meet this requirement?
Cross-object formula fields
Calculated columns in the related list
Roll-up summary fields
Workflow rules with field updates
What is a capability of Salesforce Knowledge (Choose 2)
Knowledge automatically creates a solution for each new article
Knowledge uses data categories and roles to make articles visible to specific users
Knowledge only allows a single article type across all data categories
Knowledge allows an organization to share articles with partner portal users.
What item appears in a users "My Unresolved items" after synchronization after using Salesforce for Outlook (CHOOSE 2)
Notes not associated to a record
Emails not associated to a record
Contacts not assigned to an account
Cases not assigned to a contact.
Which statement about sharing rules is true? (CHOOSE 2)
Sharing rules open access to records
Sharing rules are required in public read/write organizations
Sharing rules grant delete access to records
Sharing rules grant record access to roles and public groups
The administrator at Universal Containers will create a custom field to track a specific tier 2 support user on a case record. What data type should be used when creating this custom field?
Hierarchical Relationship
Lookup Filter
Lookup Relationship
Formula
What feature allows a user to group campaigns within a specified marketing program or initiative
Campaign members
Campaign influence
Campaign lists
Campaign hierarchy
Universal containers wants to create a custom object to capture account survey data. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record. How should the system administrator meet these requirements? (CHOOSE 2)
Create a lookup relationship field on the account object.
Add the account related list on the survey page layout
Create a lookup relationship field on the survey object
Add the survey related list to the account page layout.
When can a validation rule be used to prevent invalid data? (CHOOSE 3)
When records are deleted by a user
When records are imported
When records are edited by a user
When records are updated by a workflow rule
When records are submitted using web-to-lead
What is affected by changing the default locale setting for an organization?
Time Zone
Currency
Language
Where can conditional highlighting be used (Choose 2)
Enhanced list views
Matrix Reports
Summary Reports
Tabular Reports
Criteria-based sharing rules can be created for which objects (CHOOSE 3)
Opportunities
Contacts
Accounts
Users
Campaign Members
What will occur when a system administrator creates a dynamic dashboard?
The Dashboard componets resize based on the device used to view the dashboard
The data displayed varies based on the user viewing the dashboard
The dashboard refreshes automatically whenever the underlying data changes
The dashboard automatically sends an email with the underlying data changes.
Which feature license can be assigned to a user record in Salesforce (CHOOSE 2)
Service Cloud User
Console User
Knowledge User
Opportunity User
A sales user at Universal Containers has updated the opportunity stage for an opportunity in the pipeline. What may be a result of the stage change (CHOOSE 2)
Sales Quota
Forecast Category
Account Rating
Probability
How can a system administrator add users to a Salesforce organization using Chatter free?
Assign chatter free licenses to existing Salesforce users
Enable invites to allow users to invite others within a specified email domains
Create users in the organization and assign them a Chatter Free License
Assign chatter free licenses to users outside the specified email domains.
How can a system administrator grant users access to dashboards? (CHOOSE 2)
Designate running users
Share folders with public groups
Share folders with roles
Create and share data categories
What does a custom report type determine? (CHOOSE 2)
The objects that are available when building a report
The report format of the resulting report
The custom summary formulas displayed in a resulting report
The fields that can be used as columns when building a report
Universal Containers currently assigns its users from the facilities and IT teams to the same profile. Universal Containers recently created a custom object to track company cars and wants only users from the facilities team to have access to this new object. How can an administrator meet this requirement?
Create a custom profile for users on the facilities team
Modify the standard profile currently shared by both teams
Assign the facilities team to a new role in the role hierarchy
Configure field-level security on the new object for the facilities team
Which statement is true regarding the Answers community (CHOOSE 2)
Data categories control access to articles and questions
Unanswered questions are automatically escalated to new cases
Community experets must be internal Salesforce users
Answers can be displayed externally on a customer or partner portal.
A time-dependent action is placed in the workflow que when the record is created. When will the action be removed from the queue? (CHOOSE 2)
When another record triggers the same workflow rule
When the record no longer matches the rule criteria
When the validation rule is triggered for the record
When the action is deleted from the workflow queue
A system administrator at Universal Containers needs to mass update the lead source on a number of opportunity records. How can this be accomplished (CHOOSE 2)
Export opportunities and update using the Import Wizard.
Export opportunities and update using the data loader
Create a list view for opportunities and update using inline editing
Use similar opportunities to update the opportunities
The sales team at Universal Containers wants an easy solution to gather customer requirements and share presentations with their customers. What should an administrator do to help the sales team achieve this goal? (CHOOSE 2)
Add customers to private Chatter groups
Create opportunity teams for customers
Add customers to libraries
Use Chatter files to share presentations
How can a sales user relate an opportunity to a campaign? (CHOOSE 2)
Select the campaign record type when creating the opportunity
Select the primary campaign source for the opportunity
Use the campaign influence related list on the opportunity
Use the campaign hierarchy related list on the opportunity
Universal Containers requires that the organization-wide default for opportunities be set to public read/write. However, sales users are complaining that opportunity reports return too many results, making it difficult to find their team’s opportunities in the report results. How can the system administrator address this problem?
Update the sharing rules to limit user access to certain opportunities
Move the opportunity reports into each users personal report folder
Move the opportunity reports into a folder with restricted access
Use the show filter to filter report results and reduce records returned
A user responsible for managing and creating campaigns is unable to create a new campaign, even though the user’s profile has the “Create” profile permission for Campaigns. How should a system administrator grant the correct access to the user?
Grant the user delegated administration rights to campaigns.
Select the Marketing User checkbox on the user record
Assign the user to the standard Marketing User profile
Create a campaign sharing rule to grant access to the user
What is a method for adding content to Salesforce CRM Content
Chatter Files
Libraries
Documents
Attachment
Which dashboard componet can display data from the summary rows of a report? (CHOOSE 2)
Table
Gauge
Chart
MEtric
A user at Universal Containers reports an error message when attempting to log in. The administrator checks the user’s login history, but there is no record of the attempted login. What could be the cause of this issue?
The user is attempting to log in with the wrong password
The user is attempting to log in outside of profile login hours
The user is attempting to log in outside of the profile IP login range
The user is attempting to log in with the wrong username.
Universal Containers uses web-to-case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words “Forgot” and “Password”. What does the administrator need to configure to meet this requirement?
Auto-response rule
Validation rule
Email-to-case
Support Settings
A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts. How should an administrator meet this requirement?
Create an escalation rule based on the opportunity object.
Create and auto-response rule on the opportunity object
Create a validation rule that evaluates the account rating
Create a workflow rule on the opportunity object
What is the purpose of APP EXCHANGE (choose 2)
Customers can share and install apps published by Salesforce partners
Administrators can download and customize pre-built dashboards and reports
Support users can install the Service Cloud console custom app
Partners can download accounts and contacts to collaborate on sales deals.
Which statement is true regarding an approval process? (CHOOSE 2)
An assignment rule defines the approver for each process step
The approval history related list can be used to track the process
An approval action defines the result of record approval or rejection
A delegated approver can reassign approval requests
What must an administrator do when creating a record type?
Set the field-level security for the record type
Create a new page layout for the record type
Add the record type to the required user records
Assign the record type to the appropriate profiles
What type of field allows users to input text, images, and links
Input area
Text area (Rich)
Text and Image Area
Text Area
What should a system administrator consider when setting up Mobile Lite? (CHOOSE 2)
It allows access to all standard objects in the organization
It allows access to most custom objects in the organization
it must be enabled for the entire organization
only recently viewed records are synchronized
Which statement about products and price books is true? (CHOOSE 2)
The standard and list price for a product can be listed in multiple currencies
A product can have a different list price in different price books
Price books that contain assets cannot contain products
Products without a price are automatically added to the standard price book
What can be done with a workflow field update action? (CHOOSE 2)
Apply a specific value to a field
Change the record type of a record
Update the value of a field on a child object
update the value of a formula field
Universal Containers has two sales groups. Each group has its own unique sales process. What is the best way to ensure that the sales representatives have access to only the stages relevant to their sales process when working on opportunities?
roles
Multi-Select picklists
Record types
Page layouts
What permission is set in a user's profile (CHOOSE 3)
Object permissions
Marketing user
Mass Email
Active
Run Reports
What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?
Tab hidden
Default on
Default off
Read-Only
What should an administrator consider when setting up Case Feed?
The Use Case Feed permission is automatically active for all profiles
Case Feed replaces the standard case detail page by default
Case Feed requires the Service Cloud User feature license
Chatter Feed tracking must be enabled for the case object
Where can the multilingual solution search feature be enabled? (CHOOSE 2)
Public Knowledge Base
Salesforce Content
Self-Service portal
Solution Tab Search
Universal Containers wants to automatically back up all Salesforce data on a monthly basis. Which tool can a system administrator use to meet this requirement?
Data Export Service
Analytic Snapshot
Import Wizard
Scheduled Report
Universal Containers set the organization-wide defaults for cases to private. When a case is escalated, case ownership changes to a Tier 2 support agent. How can a system administrator give the sales operations team read/write access to all escalated cases?
Create an ownership-based sharing rule
Create a criteria based sharing rule
Create a case assignment rule
Create a case escalation rule
Universal Containers needs to synchronize data between Salesforce and an external financial system. How can a system administrator accomplish this?
Use the data loader to upsert Salesforce records into the financial system
Use the data loader to match records between the systems
Use the excel connector to export records from both systems into Excel
Use an external ID field to match records between the systems
The cloud scheduler has which capability? (CHOOSE 2)
The cloud scheduler can be enabled at the user profile level
Salesforce can automatically propose multiple meeting times based on Salesforce user calenders
A custom logo can be added to the meeting request email sent to a contact or lead
The cloud scheduler allows users to view available meeting times on lead and contact calenders.
Which statement about Chatter posts and comments is true? (CHOOSE 2)
Updates to the chatter feed on a record are only visible to users with access to the record
Posts to a users profile can be made private by clicking the lock icon
Posts to a users profile are hidden from anyone below that user in the role hierarchy
Posts made to a users profile are visible to all users in the organization
The marketing team at Universal Containers uses a web-to-lead form to capture leads from its websites and a lead assignment rule to assign the leads to the appropriate sales representatives How can a system administrator ensure that all leads are handled even when they do not meet the assignment criteria?
Specify a default lead owner
Specify a default lead creator
Create an escalation rule to route unassigned leads
Create a validation rule to route unassigned leads
What does the controlling field determine when field dependencies are being created?
The values that appear in the dependent field
The dependent fields that appear on a layout
The default value populated in the dependent field
The field-level security for the dependent field
What will happen when a user attempts to log in to Salesforce from an IP address that is outside the login IP range on the user's profile but within the organization-wide trusted IP range
The user will not be able to log in at all
The user will be able to log in without activating the computer
What can be transferred from one user to another user during a mass transfer of account records (CHOOSE 3)
Open Activities
Open Cases
Closed Activities
Related custom object records
Closed Cases
Which setting can a system administrator enable int he Salesforce user interface? (CHOOSE 2)
Chatter Messenger for specific users
Related list hover links
Printable List Views
Customizable recent tags
What can an administrator configure for users on the search results page? (CHOOSE 3)
Filters by which users can narrow down results
Objects included in the search
Fields being searched on for each object
Columns displayed for each object
Number of records displayed for each object.
Universal Containers is using a private sharing model. The US sales director needs full access to all records owned by the US sales representatives. How can this be accomplished?
Place the US Sales Director in a queue with the US sales representatives
Define a role hierarchy where the US sales representatives roll up to the US Sales Director
Define a role hierarchy where the US Sales Director rolls up to the CEO
Give the US sales director read/write/edit/delete object permissions on the profile
What is a capability of the Service Cloud (Customer) portal? (CHOOSE 2)
Customers can view and edit contacts related to their own accounts
Customers can log, view, edit, and close their own
The portal can be customized with the corporate branding
The portal and it's users can be created without additional licensing.
Universal Containers has two business groups, Products and Services. Both groups will be using opportunities to track deals, but different fields are required by each group. How should a system administrator meet this requirement? (CHOOSE 2)
Create two record types
Create two page layouts
Create two permission sets
Create two sales processes
What can a marketing user do using the Manage Members button on a campaign record? (CHOOSE 2)
Import new leads and associate them with campaign
Create a custom report including all campaign members
Associate existing opportunities with the campaign
Associate existing contacts with the campaign.
Universal containers has a private sharing model in which regional sales managers are only allowed to view opportunities in their own regions. For reporting purposes, they additionally need read-only access to opportunities in other regions. What permission can a system administrator enable to meet this requirement in the regional sales managers’ custom profiles.
"View All" for opportunities
"Visible" for the Sales app
"View All Data"
"Read" for opportunities
What can users do with Mobile Lite? (CHOOSE 2)
View campaigns and manage campaign members
View, create, edit, and delete accounts, contacts, and opportunities
View, create, edit, and delete custom objects
Search for records that were not previously downloaded to a mobile device.
What component can be included in a custom home page layout? (CHOOSE 3)
Analytic snapshots
Pending approval lists
Messages and alerts
Trending Chatter topics
Dashboard components
If two objects have a parent-child relationship, how can a user access the child record from the parent record?
Related list
Lookup field
Custom link
Child Field
A system administrator at Universal Containers created a new account record type. However, sales users are unable to select the new record type when creating new account records. What is a possible reason for this? (CHOOSE 2)
The record type has not been activated
The record type does not have an associated page layout
The record type has not been set as the default record type
The record type has not been added to the sales user profile.
How can a system administrator restrict users from viewing certain fields in list views, searches, page layouts and reports.
Remove the field from reports and list views
Set the field to hidden on the user role
Remove the field from page layouts
Set the field to hidden using field level security
What should an administrator consider when configuring workflow rules? (CHOOSE 2)
Rules must be deactivated before using an import wizard
Rule actions can take place immediately or on a specific date
All existing records are evaluated when a new rule is activated.
Rules can be evaluated when records are created or edited.
When importing data, what happens if some records do NOT meet the data validation criteria.
Import process fails only for the records with invalid data.
Import process ignores the data validation criteria
Import process requires user authorization to import the invalid records.
Import process aborts when it encounters the first invalid record.
What is an option when customizing a report? (choose 3)
Add a grouping
Add a filter
Add a gauge componet
Schedule a refresh time
Summarize fields
Universal Containers uses a private sharing model for opportunities. The sales team wants sales engineers to be involved in specific opportunities to help sales representatives close deal faster. How can an administrator meet this request?
Add chatter groups to opportunities
Enable Chatter Feed Tracking on opportunities
Add sales engineers to account teams
Add sales engineers to opportunities teams
The support group at Universal Containers wants agents to capture different information for product support and inquiry cases. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases.
What feature should an administrator use to meet these requirements? (CHOOSE 3)
Field-level security
Page Layouts
Support processes
Permission sets
How can Knowledge articles be used? (CHOOSE 2)
To display Salesforce Answers
To resolve customer cases
To display Salesforce solutions
To display for customer self-service
How can knowledge article be used? (CHOOSE 2)
To display Salesforce Solutions
The marketing team at Universal Containers wants to send an email to each lead received from its website. The country of the incoming lead should determine the language of the email that will be sent to the lead. How can the system administrator automate this process
Create an email template for each language and an auto-response rule to send the appropriate template.
Create an email template for each language and an assignment rule to send the appropriate template
Create an email template for each language and a workflow alert to send the appropriate template
Create a single email and use the translation workbench to translate and send the appropriate template.
A system administrator at Universal Containers needs to prevent sales representatives from editing fields on an opportunity once the opportunity has been moved to a closed stage. Which data validation tool can be used to accomplish this? (CHOOSE 2)
Workflow approvals
Formula fields
Record types and read-only page layouts
Data validation rules
When the multiple currencies feature is enabled, which currency is used as the basis for all currency conversion rates?
Personal currency
Corporate currency
Record currency
Active currency
What should be considered when configuring the lead conversion process (CHOOSE 2)
Roll-up summary lead fields an be mapped to custom contact fields
Standard lead fields are automatically converted to account, contact, and opportunity fields
Custom lead fields can be mapped to account, contact, and opportunity fields.
custom lead fields can be mapped to custom object fields
Universal Containers requires that its Salesforce account data, including attachments, be backed up weekly. Which tool should a system administrator use to accomplish this?
Account report export
Data export service
Account analytic snapshot
Data loader
A user profile has login hour restrictions set to Monday through Friday, 8:00 a.m. to 5:00 p.m. The user logged in at 4:30 p.m. on a Tuesday and it is now 5:01 p.m. Which behavior of the application should the user expect?
The user will be able to continue working and start new sessions.
The user will be logged out and any unsaved work-in-process will be saved
The user will be able to continue working, but will be unable to start any new sessions.
The user will be logged out and any unsaved work-in-process will be lost.
What can be modified on standard object fields (CHOOSE 3)
Help text
Default text
Label
Field type
Picklist values
What is the purpose of Service Cloud (customer) portal? CHOOSE 2
To provide web self service by exposing Knowledge articles
To allow customers to log and check the status of cases online.
When using sharing rules, what users can records be shared with? (CHOOSE 2)
Public Groups
Roles and subordinates
Universal Containers wants to ensure that users complete the standard industry field when creating a new account record. To address this concern, the administrator set the Industry field as required. However, some users are still able to create a new account record without completing the Industry field.
What should an administrator do to troubleshoot the issue? (CHOOSE 2)
Verify the Industry field is set as required on all the account page layouts assigned to the users' profiles
Verify the users have the "Modify All Data" permission for accounts on their profiles
Verify the users have the "Edit" permission for accounts on their profiles
Verify the field-level security for the Industry field is not set to "Read Only" on the users' profiles
Sales representatives at Universal Containers should not be able to create leads, delete their own accounts, or send mass emails. How can an administrator meet these requirements
Create a sharing rule
Create a custom profile
Modify a standard profile
Change the organization-wide default settings
Universal Containers wants to capture the invoice number and account credit score for billing cases.
How would an administrator accomplish this? (CHOOSE 2)
Create a validation code
Create a support process
Create custom fields
Create a page layout
What option is available when scheduling a dashboard refresh? (CHOOSE 2)
Schedule the dashboard to refresh in different time zones
View and remove a scheduled dashboard refresh
Define refresh times for specific dashboard componets
Send a refresh notification to users with access to the dashboard
Which chart type can be used to display summary values from two different levels of grouping in a report? (CHOOSE 2)
Stacked bar chart
Grouped line chart
Donut chart
Funnel chart
The support team at Universal Containers wants to be more proactive about support plans with customers. They would like the support representative dedicated to each account to be notified before the account’s support plan expires. What should an administrator configure to meet this requirement?
Escalation rule
Assignment rule
Workflow rule
What setting is controlled by a user's profile? (CHOOSE 3)
Locale settings
Assigned apps
Record type assignment
Feature license assignment
What relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object?
Each contact must have a related account
Each contact may or may not have a related account
Each account must not have related contacts
Each account may or may not have related contacts
Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities. Which feature should a system administrator use to meet this requirement?
Workflow field update
Roll-up summary field
Cross-object formula field
What should a system administrator consider when deleting a custom field (CHOOSE 3)
Existing field values must be transferred to a new custom field
Field values should be archived before a field is deleted
Fields used in workflow and assignment rules cannot be deleted
Deleted fields and values can be restored from the recycle bin within 15 days
Fields must be removed from page layouts after being deleted
What level of access can be set when sharing a document folder with users? (CHOOSE 2)
Read/Write
Read Only
Universal containers set the organization-wide default setting for opportunities to private. Which records will an opportunity pipeline report return?
Opportunities for which the user running the report is also the account owner
Opportunities owned by the user running the report and users below them in the role hierarchy
Opportunities for the entire sales organization regardless of the user running the report
Opportunities owned by the user running the report and users in the same role in the role hierarchy.
Universal Containers needs to use cases to manage both customer support issues and internal change requests. Which functionality should a system administrator use to meet this requirement? (CHOOSE 3)
Support Processes
Record Types
Delegated Administration
An opportunity record, created with a close date of July 30, meets the criteria of a time-dependent workflow rule. The time-dependent action is scheduled for July 23. What happens if the opportunity is edited before July 23 and no longer meets the criteria?
The time-dependent action is put on hold
The time-dependent action will execute on July 23
The time-dependent action automatically removed from the queue
The time-dependent action will execute on July 30
When case assignment rules are being set up, cases can be assigned to whom? (CHOOSE 2)
Queue
Case Team
Contact
user
Which privelege can be granted to members of content library (workspace) without modifying user permissions? (CHOOSE 2)
Create a new content library
Edit a members library permissions
Add tags when editing content details
Share content with other users in Chatter
What does a page layout allow an administrator to control?
The business process and related picklist values displayed
The fields users see on detail and edit pages
The fields users see in reports and list views
The record types available to each role and profile
What user interface setting must be enabled for users to edit records in a list view? (CHOOSE 2)
Enhanced lists
Enhanced page layout editor
Enhanced profile list views
Inline editing
A marketing user has received a file of leads to import into Salesforce What tool can be used to avoid duplicate lead records.
Merge leads function
Validation rules
Import wizard
Which statement about Community experts is true? (CHOOSE 2)
Community experts are designated by an icon
Community experts can be designated for Salesforce Ideas or Answers
Community experts can delete inappropriate community content
Community experts can manage Salesforce Ideas categories
When are validation rules applied when using Salesforce for Outlook?
Every time data is synchronized with the server
blank
Which option is available when using the process visualizer? (CHOOSE 2)
View approval processes as a flow chart
Share annotated approval process diagrams
Universal Containers has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity. What should the sales representative do to ensure the marketing team can access the opportunity?
Change the opportunity owner to the public group
Manually share the record with the public group
Add the public group to the opportunity team
Add the public group to an opportunity queue
What are the capabilities of Content Delivery feature of SF Content? Choose 2
Password protect content deliveries that contain sensitive data
Track external users who have downloaded content delivery.
A user is having trouble logging in, has attempted several times and been locked out. What actions can an administrator take? (CHOOSE 2)
Click unlock on user's profile
Reset user's password.
What can be mass transferred when changing users? (CHOOSE 2)
Leads
Quotas
Campaigns
What 3 types of customization should be done on activities (tasks and events) (CHOOSE 3)
Workflow rules
Field tracking
Assignment rules
Custom fields
How can an admin ensure a user only sees stages relevant to their sales processes?
Roles
Multi-Select Picklists
The options for Deleting fields (unable that is)
Field Dependency
Workflow
Report
What are the ways a user should access Salesforce from a Mobile Device? (CHOOSE 2)
Download the Salesforce mobile application
Access Salesforce via a web browser
What are 3 features of Chatter? (CHOOSE 3)
Recommendations
Events
Bookmarks
Notes
Feeds
VP of Sales adds "Verbal Agreement" as a Sales stage, but users aren't seeing it. What action should be taken.
Ensure not over limit of 10 values
Ensure value is active
Add value to appropiate record types
Add value to appropiate sales processes
Which two dashboard componets should users follow in Chatter (CHOOSE 2)
A dashboard component snapshot
A metric with conditional highlighting
A gauge with breakpoints
A table with conditional highlights
When a case is escalated to a Tier 2 agent. Assuming an escalation rule is already created and the Organization-Wide Defaults have been set to Private, how can an admin ensure sales operation teams have access to read/write escalated cases? A. Case Escalation Rules B. Case Assignment Rules C. Criteria-Based Sharing Rule D. Ownership-Based Sharing Rules
Case Escalation Rules
Case Assignment Rules
Criteria-Based Sharing Rule
Ownership-Based Sharing Rules
