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What four licenses are available to users? - ANSWER Salesforce, Chatter External, Chatter Free, Identity
What is the default for Salesforce as an organization? - ANSWER PST USD and English
Which one does the identity license relate to? - ANSWER The experience site or portal
An administrator has created a custom text area field on the Account object and has placed it onto the page layout for the service team. The services team manager sees the field addition and thinks this should show in the Highlights panel so it is easy to locate when they are on the Account Page. Which step would an Admin perform?
Create a new page layout and create a new section called the highlights panel.
Create a custom compact layout in the Account object manager.
Drag the field from the page layout editor onto the highlights panel.
Set the field to be required and position the field to the top of the page. - ANSWER In the Account object manager, create a custom compact layout.
How are two ways data access can be restricted? - ANSWER Profile and Org Wide Defaults
How does Salesforce set access at the org level? - ANSWER Trusted IP Ranges, Login IP Ranges, Login Hours
What two org access components are set at the profile level? - ANSWER Login IP
Ranges and Login Hours
What org access component is set at the org level? - ANSWER Trusted IP Ranges
What license would you need to have to access data in salesforce that you DO and DO NOT own? - ANSWER Salesforce
How does Salesforce determine access? (three tiers) - ANSWER License, profile, permission set
What is the means of constricting access to an object? - ANSWER Org Wide Defaults
What are three main org wide default settings for record access? - ANSWER Private, Public Read, Public Read Write Transfer
Where in Salesforce is the CRED set? - ANSWER On the profile and permission set
What does CRED stand for? - ANSWER Create, Read, Edit, Delete
What does CRED define? - ANSWER The things you can do with an object as defined on the profile
True or False: Ownership is shared vertically w/ role hierarchy sharing - ANSWER True
How would you define role hierarchy? Vertical or Horizontal Sharing? - ANSWER Vertical Up and down the role hierarchy
How would you define sharing rules? Vertical or horizontal? - ANSWER Horizontal Within the same level of the hierarchy
Where are feature licenses set? - ANSWER On the user record
Where are the login IP ranges set? - ANSWER On the profile
What if I don't have a profile? - ANSWER You can't get to records in the system
What license would you assign a consultant working on the experience portal? - ANSWER Identity
How would you remove someone from the role hierarchy? - ANSWER Select "none specified" in the role dropdown on the user record.
Why would you want to remove someone from the role hierarchy? - ANSWER They own more than 10k records
What is the tool that sits on top of the profile that gives additional access? - ANSWER Permission sets (or Permission set groups)
What are the seven standard objects we need to know for the exam? - ANSWER Account, Case, opportunity, contact, campaign, campaign member, lead
What happens to the detail when you delete a master? (Master detail relationship between objects) - ANSWER It is deleted
What happens to the master when you delete the detail? (Master detail relationship between objects?) - ANSWER It is not deleted
True or false: you can delete a standard field - ANSWER False
True or false: you can rename a standard field - ANSWER True
How can Salesforce present different picklist options based on a value that has been chosen in another field? - ANSWER Field dependencies (Controlling and dependent fields)
Under what circumstances can't you delete a custom field, which is used in an automation? - ANSWER While automation execution is in process-once the automation is complete you are able to delete it
How would you source in a field value from the account object onto a case object? - ANSWER Formula field
What can a user perform with the field other than just reading its contents if the check box is visible in the field settings? - ANSWER Users can edit the field
Name the four Sales Productivity Tools for Opportunity Management. - ANSWER Big Deal Alerts, Einstein Opportunity Scoring, Kanban, and Opportunity Splits
What is a Big Deal Alert? - ANSWER An automated email that notifies the users when an opportunity reaches threshold of amount and probability
What does Einstein Opportunity Scoring do? - ANSWER AI analyzes the opportunities and assigns a score to each, guiding Sales teams on where to focus
What is an opportunity split? - ANSWER OS enables sales reps to share and split the revenue
What, in Salesforce, is a guided path? - ANSWER Paths guide the user through steps of a business process such as lead to close deal
What is one of the benefits of building a custom Guided Sales Path? - ANSWER You can add guidance that's unique to your business and call out important fields
True or False: Using the data import wizard will let you prevent duplicate creation by choosing a match type. ANSWER True
What is the maximum number of records that can be imported through Data Loader - ANSWER 5 Million
True or False: You are able to capture Salesforce Record ID's with the use of Data Loader - ANSWER True
True or False: It is not possible to save your mappings in Data Loader for use in the future - ANSWER False
True or False You are able to install the data loader as a client based application - ANSWER True
Which is better in duplicate detection: Data loader or Import Wizard? - ANSWER Import Wizard
Name 2 tools that can be used to export data from Salesforce. - ANSWER Data export service, and Data Loader
True of False: You can use the data import wizard for exporting data - ANSWER False
How often is able to export the data via the Data export service? - ANSWER Every 7 days or 29 days
True or False: You are able to schedule Data export service to export the data automatically on recurrence - ANSWER True
True or False: Data loader can be operated using command line - ANSWER True
True or False: Data import wizard can only be used to import common standard objects - ANSWER False
You need to import 60k records. What is the best import tool: Data import wizard or data loader? - ANSWER Data Loader
You need to schedule data imports nightly: what is the best import tool? Data import wizard or data loader? - ANSWER Data loader
After using the Data import wizard, where would you go to check the status of an import? (What page?) - ANSWER Bulk Data Load Jobs page (in setup)
What are your three options to backup data? - ANSWER Reports, Data Loader, and Data Export
Which of the following is evaluated first - System Data Validation or Custom Validation rules? - ANSWER System Data Validation
True or False: You can use a data validation rule to prevent sales reps from discounting opps at greater than 20% - ANSWER true
What tool(s) do you have available to delete data? - ANSWER Mass Delete
What tool should be used if you need to mass transfer accounts, leads or service contracts (or custom objects) from one user to another? ANSWER Mass Transfer Tool
How many days are deleted records kept in the recycle bin? - ANSWER 15 Days
After how many days are deleted records completely removed? - ANSWER After 15 days
What happens when you subscribe to a report? - ANSWER You receive a report details via email on schedule that you set
Is it possible for report subscription recipients to get the report even though they do not have access to its folder? - ANSWER No
How often does Dashboards refresh? - ANSWER Either by the refresh button clicked by user, or in a schedule set-up for that Dashboard
What's the maximum amount of components within a dashboard can have? - ANSWER 20
What data field does it use for its value in displaying data on the dashboard component?
- ANSWER First summarized field in its source report
What does a marketing campaign enable you to do? - ANSWER Understand what marketing efforts drive pipeline and revenue
What happens to data in standard fields when a lead is converted? - ANSWER It is inserted into the standard account and contact fields
Does lead conversion automatically create an opportunity? y/n - ANSWER No
What happens to the custom lead fields when the lead is converted? - ANSWER The fields need to be mapped to custom account, contact, and opportunity fields (so the data has somewhere to go!)
What would determine what record type a user would use for a particular one? - ANSWER The profile
Which three business processes can record types be assigned to? - ANSWER Sales,
Support, lead
What needs to be built before record type business process or vice-versa? ANSWER Business process
Lead assignment can be automated via ___________ rules - ANSWER Assignment
Automating the response via emails to a new lead - ANSWER Auto-response rules
Web-to-lead limit(24hrs) - ANSWER 500
web to case (in 24 hrs)- ANSWER 5000
How many rules can be active at any time for case or lead routing? - ANSWER One
True or False: Lead and case assignment rules can have multiple entries that route records based on several criteria - ANSWER True
Can you send auto responses that will use different email templates based on the criteria you set? y/n - ANSWER Yes
What does Salesforce use to automatically associate a contact with a case brought in via email-to-case? - ANSWER The sender's email
What are escalation rules? - ANSWER Escalation rules automatically re-assign a case if it is not handled in a set period of time
Omni-channel does what? - ANSWER It routes work requests to the most available and qualified support agent in the console
What are the four steps to build a flow in Flow Builder? - ANSWER Define Resources, add elements, connect elements, and set start element
What is a fault (process flow)? - ANSWER A fault is an exception that happens in processing
What type of message displays when a fault occurrs - ANSWER A custom or standard error message
What would you use to display detailed fault messages? - ANSWER A Fault Screen
What are some of the things Approval Process can do? (5 total) - ANSWER Field Update, Task, Email, Outbound Message, and Lock/Unlock Record
What are some things quick action can do? (10 things) - ANSWER Update a record, task, email, create a record, log a call, custom visualforce, lightning component, lightning web component, flow
What is the order of execution in salesforce before saving (three steps up to save) - ANSWER System Validation, flow, custom validation rules
What is the order of execution after save before committing to database (6 steps) - ANSWER Assignment rules, auto-response rules, workflow rules, escalation rules, processes, flow
An administrator installed a managed package that includes a permission set group. The permission set group was installed with Delete access on a number of objects, and the administrator wants to prevent users in the permission set group from deleting records. What would an administrator do to control the 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. Create a new role that prevents Delete permissions from rolling up to the users. Edit the profile for the users to remove Delete access from the objects. - ANSWER Use a muting
permission set with a permission set group to mute selected permissions.
MW Computing would like to extend their Case Lightning record page with the addition of: A filtered component that displays a message in bold when a case has been saved as a critical record type. A shortcut to quickly update the account status from within the case layout. An administrator should use which two components to meet these requirements?Select 2 AnswersRelated ListRelated RecordRecord detailsRich text - ANSWERRelated RecordRich text
The VP of sales at Nike wants to see a dashboard visualizing enterprise sales across the different teams. The key place of data is the total of all sales for the year and the progress to the enterprise sales goal. What dashboard component will effectively show this number and the proximity to the total goal as a single value?
Table
Stacked Bar
Donut
Gauge - ANSWER gauge
Facebook want to give credit to Opportunity team members based on the level of effort contributed by each person toward each deal. What feature should the administrator use to meet this requirement?
Stages
Splits
Queues
List Views - ANSWER splits
A Sales user needs to manage Campaign Members for a forthcoming networking event. The user can view the Campaign, but not add new Campaign Members or update Member Statuses. How might the administrator troubleshoot this issue? An admin can create a permission set that grants the user edit access to Campaign Members Provide the user with access to Leads and Contacts to edit all members
Check that the Marketing User Checkbox is checked on the user record page
Run a Campaign report and update any Member information via Data Loader -
Update the organization's chatter setting to allow approvals.
Enable the organization's Email approval response setting.
Specify initial submission actions within the approval process.
Add the Items to approve components to the approvers home page.
Create a flow to automatically approve all records. - ANSWER Update the organization's chatter setting to allow approvals.
Enable the organization's Email approval response setting.
Add the Items to approve components to the approvers home page.
Northern Trail Outfitters has two types of sales processes: business opportunities with four stages, and partner opportunities with eight stages. The two sales processes will differ by page layout and the picklist value options that are available. What should the administrator setup to meet these business requirements?
Validation rules to enforce the users to show the correct sales stages.
Different page layouts controlling the picklist values for the opportunity types.
Public groups to restrict record types and sales processes for opportunities.
Create different record types and Sales processes for the different types of opportunities - ANSWER Create different record types and Sales processes for the different types of opportunities
An administrator of One Plus is developing an flow and it needs to search for records that match certain criteria, and store values from those records in variables for later use in the flow. Which flow element should the administrator add?
Assignment
Get Records
Create Records
Update Records - ANSWER Get Records
Samsung wants the Opportunity stage closed won should only be chosen once a lead source is determined. How could the administrator satisfy this business requirement?
A dependent picklist on lead source to Opportunity stage is created
Validation rule where when the Stage equals closed won that it is a must to have lead source
Changing Opportunity stage as Read only in Page layout.
Change the Opportunity stage a dependent picklist to the Lead source field - ANSWER Setup a validation rule to require lead source when the stage is set to closed won.
When an Opportunity for Flipkart closes, the company wants to automatically generate a renewal opportunity.
What two automation tools would an administrator use to meet this business request? Select 2 answers.
Approval Process
Flow Builder
WorkFlow Rule
Process Builder - ANSWER Flow Builder
Process Builder
Xero Consultants have a private sharing model for opportunities and use opportunity teams and criteria-based sharing rules. A sales representative at Xero consultants leaves the company and his user record is made inactive. The same sales representative rejoins the company, and the same administrator reactivates the old user record. He is added to the same default Opportunity teams. He is unable to view the records that he worked upon before leaving the company. Which of the following is the most likely cause?
The stage of the opportunity records was changed to closed lost.
Permission sets were removed when the user was deactivated.
The record type of the opportunity records was changed
The records were manually shared with the user. - ANSWER The records were manually shared with the user.
The administrator has created new users for ten new employees at Xero Consultants. why are these users unable to access the account object in the salesforce org?
users' profile needs an account-sharing rule.
Configure Opportunity Path.
Use Flow to mark fields required.
Mark fields required on the page layout. - ANSWER Use Validation Rules.
Configure Opportunity Path.
Mark fields required on the page layout.
Which two objects can an administrator customize the Stage Setup Flow? Choose 2 answers
Opportunities
Leads
Campaign Members
Campaigns - ANSWER Opportunities
Leads
Sales reps at AB company struggle to manage the deals. The leadership team asks an administrator to assist sales reps to prioritize and close more deals. What should an administrator do and close more deals?
Einstein Lead Scoring
Einstein Search Personalization
Einstein Activity Capture
Einstein Opportunity Scoring - ANSWER Einstein Opportunity Scoring
Support reps in the CK company are complaining that they cannot see the Closed option in the Case Status picklist when trying to close a case. CK has approached the administrator to find a solution.
Why are the support reps unable to view the Closed option in the picklist mentioned above?
The Case record type does not include Closed as a picklist value
Close Case page layout should be used for closing a case.
The Show Closed Statuses in Case Status Field check box is selected by default. The Support Process utilized does not include Closed as a status option. - ANSWER The Case record type does not include Closed as a picklist value
The administrator has been tasked with automating a simple field update on the account. Any time the support agent updates the status of the to Audited date field, they would like the system to automatically update the Audited Date field on the account with today's date. What tool should an administrator use to accomplish the described automation? Formula Field Validation Rute Flow Builder Approval Process - ANSWER Flow Builder
AB company intends to protect data with backups by using the data export service. Which two considerations should the administrator remember when scheduling the export? Choose 2 answers
Metadata backups must be run via a separate process.
Metadata backups are limited to sandbox refresh intervals.
Data export service should be run from a sandbox.
Data backups are limited to weekly or monthly intervals - ANSWER Metadata backups are limited to sandbox refresh intervals.
Data backups are limited to weekly or monthly intervals
Users at DK company 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?
Add component visibility filters to the components.
Remove fields from the record details component.
Incorporate more tab elements with filtering.
Remove the superfluous elements from the page - ANSWER Apply filters to the component visibilities.
NTO company wants to encourage employees to choose secure and appropriate passwords for which three password policies should an administrator configure? choose 3 answers
Prohibited password values
Require use of Password Manager App
