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83 Cards in this Set
- Front
- Back
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Ursa Major Solar wants to create a field to storecredit card numbers and needs to make sure theinformation is protected.What two actions allow the administrator toprovide enhanced security for this field? |
Create an encrypted text field. • Update field-level security settings |
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A delegated administrator at Ursa Major Solarcannot edit the Created Date field for the accountrecord. What reason should the administrator give for why this is occurring |
This is a System Audit field and it’s Read-Only forexisting records. |
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Ursa Major Solar has a renewals sales team thatuses the Opportunity object.The team wants to use many of the same picklistfields that are already defined, but needs uniquepicklist values.What feature allows an administrator to maintain the same field for two different teams? |
Record types |
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How can a system admin discover who added a field to the account page layout? |
Use the setup audit trail |
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Ursa Major Solar uses a private sharing model for cases. Each product line has several product specialists who want to have visibility to all cases involving their product line How should the administrator meet the requirement? |
Create a predefined case team for each group of product specialists and assign the team using Case Assignment rules |
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Organisation - Wide Sharing Default (OWD) |
Defines the default access level for an objects records with organization wide sharing settings. Organization wide sharing settings can be set separately for custom objects and many standard objects, including assets, campaigns, cases and accounts and their contracts |
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How should a system administrator prevent users from selecting the Customer record type when they create new account records? |
Remove the customer record type as an Assigned record type in the users' profiles and permisson sets. |
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A system administrator cannot share a report folder. What is the possible reason? |
The folder is private |
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Sharing Rules |
Sharing rules give chosen users greater access by making automatic exceptions to your org-wide sharing settings. Use sharing rules to extend sharing access to users in public groups, roles and territories. |
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Role Hierarchy |
Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your Salesforce org's data. Roles within the hierarchy affect access on key components such as records and reports |
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Ursa Major Solar has inconsistent data in its 20,000 existing accounts and asked the system admin to convert all of the standard country fields to ISO codes. Which method should the admin use? |
Mass update addresses |
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Which set of Salesforce records is exported by choosing the Export All option instead of Export in Data Loader? |
Records for a specified object including records in the recycling bin |
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Which 2 Values can the import wizard use to find matching records? |
Account Name Site Fields |
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Which 2 standard objects are related to account records? |
- Cases - Opportunities |
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Which 3 objects have a relationship with a campaign? |
-Lead -Contact -Opportunity |
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Which formula function should an administrator use to evaluate different results based on a specific condition? |
-IF |
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Custom Objects |
These are the objects created by user according totheir need. Each custom object has five standardfields. Objects, having five standard fields, createdby users to address their need |
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Which configuration option shows sales reps the fields they must fill in prior to saving an opportunity? |
Page Layout required fields |
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Look-up Filter |
Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail and hierarchical relationship fields For example: Restrict the Account Name field on opportunities to allow only active accounts |
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Validation Rules |
Validation Rules verify that the data a user enters into a record meets the standard you specify before the user can save the record |
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Data Loader vs Import Wizard |
Data Loader - you need to load 50,000 to 5,000,000 records. Data loader is supported for loads of up to 5 million records. - you want to schedule reg data loads, such as nightly imports. You want to export your data for backup purposes - Import Loader - you're loading less than 50,000 records. You want to prevent duplicates by uploading records to a/c name & site contact email address or lead email address |
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What is NOT a lockout effective period in Salesforce? |
1 Day |
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Cloudy Computing work with specific Consultancies who implement their product for customers. They would like to work more collaboratively with these Consultancies, sharing potential Leads and Opportunities. What could enable this? |
Experience Cloud Partner Site |
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he VP of Sales at Cloudy Computing should be notified and approve every Opportunity with a discount greater than 30%. As the Administrator, what solution should you recommend? |
Create an Approval Process with an entry criteria on the Discount % field on the Opportunity |
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The five types of AppExchange solutions are: |
Apps, Bolt Solutions, Flow Solutions, Lightning Data, Components |
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As a global company, Cloudy Computing will occasionally have more than one sales team member working on an Opportunity. If the Opportunity is won, each sales team member should be recognized on the Opportunity and a percentage of the amount attributed to them. How can this be achieved? |
Opportunity Splits |
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Which of the following are standard Salesforce objects? (Choose 3) |
Contract Quote Pricebook |
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Cloudy Computing has a custom Case assignment rule with multiple rule entries. A Case has been submitted that matches multiple rule entry criteria. How will Salesforce determine which user or queue to assign the Case to? |
Rule Entries Order |
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What is required for a Salesforce user to create Knowledge articles? |
Knowledge User feature license |
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Cloudy Computing is experiencing a large number of support tickets from Salesforce users. What feature could you, as the Administrator, leverage to enable easier troubleshooting? |
Administrators Can Log In As Any User |
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Alistair and Andy are both on the Recruitment team at Cloudy Computing. They should both be able to review and edit Applications, however only Andy as the Manager, should be able to delete Applications. Both users are currently assigned the ‘Recruitment Team’ profile. How can this requirement be achieved in Salesforce? |
Create a new permission set and assign to Andy |
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The VP of Marketing at Cloudy Computing would like to generate a list of Contacts for a mailing list. What type of report would be the most appropriate to use? |
Tabular |
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Which of the following fields CANNOT be a controlling field for Dependent Picklists? |
Custom Multi-Select Picklist |
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A Salesforce user is unable to delete a report folder. What are two possible reasons? (Choose 2) |
The user does not have ‘Manager’ access to the report folder There are reports saved to the folder |
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When creating users, which of the following does NOT need to be selected in order to save the record? |
Role |
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Cloudy Computing are looking for ways to boost employee productivity in the Service department, as well as make their customers more self-sufficient. They are looking for a solution that will enable them to create articles such as FAQs and user guides, that can be shared with customers and help internal employees resolve cases faster. Articles should go through an approval process and not all articles should be visible to everyone. What feature of Salesforce could support these requirements? |
Salesforce Knowledge |
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At Cloudy Computing, the Sales team often works in the field, visiting customers, using the Salesforce mobile app to stay up to date on Salesforce. Many of their customers live in remote areas with no internet connectivity. What features could the Salesforce Administrator enable to support the Sales team? |
Enable caching in Salesforce for Android and iOS Enable offline create, edit, and delete in Salesforce for Android and iOS |
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The VP of Customer Service at Cloudy Computing would like to automatically assign Cases to the most appropriate agent based on the Account type such as Customer or Prospect. What feature could be used? |
Case Assignment Rules |
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Cloudy Computing would like Opportunity owners to receive an email 7 days before the Opportunity close date to ensure Opportunities are being worked or updated accordingly. As the Administrator, what solution should you recommend? |
Send an email alert using Workflow |
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Using Data Loader, how many objects can you import at any one time? |
1 |
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Cloudy Computing would like to leverage Outlook integration with their Salesforce instance. Cloudy Computing uses the Microsoft Outlook Web App. What must the Administrator do when setting up the integration? |
Add the App domain as a trusted domain |
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When you subscribe to a dashboard, the schedule frequency can be set to: |
Daily Weekly Monthly |
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Validation rules are triggered: |
Upon saving a record |
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A user is trying to login from outside the trusted IP ranges that have been defined. What will happen in this scenario? |
The user will receive a verification code that will then enable them to login |
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The mass transfer function is NOT available for which of the following objects? |
Opportunities Cases |
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The VP of Sales at Cloudy Computing would like to get a report of Opportunities grouped by sales stage. What kind of report would meet this requirement? |
Summary |
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Managers at Cloudy Computing would like to respond to approval requests via email. What is TRUE in this scenario? |
The Administrator can enable ‘Enable email approval response’ in Process Automation Settings Approvers can respond with Yes/Approve/Approved Approvers can respond with No/Reject/Rejected |
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As Cloudy Computing is rapidly expanding, they are hiring many new sales team members. The existing team is having a hard time training up the new recruits on the Opportunity process. As the Salesforce Administrator, how could you support? (Choose 2) |
Create a Path for the Opportunity sales process Add key fields and guidance for each stage in the sales process |
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Which features can be utilized on a page layout? ( |
Make a field required Make a field read-only |
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Cloudy Computing has multiple different record types for Opportunities. Users are complaining that it is tedious having to select a record type each time they create an Opportunity. As the Salesforce Administrator, what could you recommend? |
Users can set their default record type in Settings |
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Cloudy Computing, a US based company, have recently opened a small European office in France. The European team is requesting that their language should be French. To ensure all users have the correct language, what should the Administrator suggest? |
Recommend the French users change their default language in Personal Settings |
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What is TRUE about Custom Report Types? |
You can add up to four objects in one Custom Report Type You can add fields from additional related objects |
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What is a Roll-up Summary field? |
A Roll-up Summary field is a field that aggregates child record information into the parent record |
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What action is available in Workflow that is NOT available in Process Builder? |
Outbound Message |
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Cloudy Computing would like to reduce the number of support calls being received and encourage their customers to be more self-sufficient. They would like to give customers somewhere they can view FAQs and user guides, as well as the ability to log Cases when they cannot resolve an issue themselves. What should the Salesforce Administrator advise? |
Salesforce Experience Cloud Site + ‘Customer Service’ template |
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What are some features of Campaigns in Salesforce? |
Path can be used to visually track Campaign progress Campaign Member Statuses can be customized per Campaign The Send List Email feature can be used to send a message to selected Campaign Members |
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Data loss can occur from which of the following? |
Changing to a Number field from any other type of field Changing from a Checkbox to any other type of field Changing from a Multi-select Picklist to any other type |
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Steve is a new sales team member at Cloudy Computing. As the Administrator, you created his user record and activated it. Today, he has contacted you saying he is unable to login to Salesforce. What is NOT a possible reason? |
Steve did not verify his account using the ‘Verify Account’ link within 4 hours of receipt |
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What is TRUE about dynamic dashboards? (Choose 2) |
A dynamic dashboard will show data according to the user's security settings A dynamic dashboard must always be manually refreshed |
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As the Administrator for Cloudy Computing, you have created a custom object that is the detail object in a master-detail relationship with Account. What is TRUE about the OWD setting for the custom object? |
The OWD will be Controlled by Parent The OWD cannot be changed |
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While testing a new feature, the VP of Customer Service at Cloudy Computing has accidentally created 100 Cases in Salesforce. What is the quickest way to delete these? |
Mass Delete Records |
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Cloudy Computing are busy refining their support processes using Service Cloud. They have enabled Email-to-Case (yay!) but would also like the customer to receive email confirmation that their query has been received when submitting via Email-to-Case. What feature will meet this requirement? |
Auto-Response Rule |
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Cloudy Computing would like to be able to generate Quotes from Salesforce. Quotes should contain the Account Name, Amount and any discount. Quotes should also be able to be emailed to customers from Salesforce. As the Salesforce Administrator, what would you suggest? |
Use the standard object “Quotes |
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The standard values for forecast categories are: |
Pipeline, Best Case, Commit, Omitted, Closed |
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When an Opportunity is closed won, an Order record should automatically be created. As the Administrator, what solution should you recommend? |
Create an Order record using Process Builder |
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Cloudy Computing have implemented Web-to-Case, adding a form to their website for customers to complete when they have an issue. This has greatly reduced the number of phone calls being received by the Service team which is fantastic! However, they are receiving a lot of spam via the Web-to-Case form. As the Salesforce Administrator, what do you advise? |
Enable ‘Require reCAPTCHA Verification’ |
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What should the Administrator recommend if a user forgets their password and needs it reset? The user is not locked out and the company does not use single sign on. |
The user can reset their own password by clicking ‘Forgot Password’ on the login page |
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As Cloudy Computing are rapidly expanding, the Salesforce Administrator has created a small group of Super Users, who will act as first line support. The Super Users will all need some existing additional Permission Sets including “Export Reports”, “Delete Public List Views” and “Delete Accounts”. As the Administrator, what should you do? |
Create a Permission Set Group that contains all three existing Permission Sets and assign the Group to each Super User |
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Activities in Salesforce are made up of which of the following? |
Task: A task is a to-do item with no duration but that can optionally have a due date Event: An event is a scheduled calendar meeting that has a duration and therefore requires a start time and an end time |
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Cloudy Computing offers annual support contracts that are billed monthly. What feature of Salesforce could support this requirement? |
Revenue Schedule |
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Fields can be set to not-visible or read-only based on which of the following? |
Profile |
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At Cloudy Computing, the sales team would like to send information packs to prospective customers. The information can sometimes be sensitive and should only be accessed by certain individuals. As the Salesforce Administrator you have recommended Content Deliveries. What is NOT a feature of Content Deliveries? |
Documents over 25MB are supported for online viewing in Content Deliveries |
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What is TRUE about folders in Salesforce? |
Folders are used to store and organize reports, dashboards, documents, and email templates Folders do not follow the organisation wide defaults for sharing access Folders do not follow the role hierarchy for sharing access |
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Your company’s financial year starts in February and ends in January. As the Administrator, what must be done to make sure this is reflected in Salesforce? |
Use the standard fiscal year Select the fiscal year start month |
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What is NOT a lockout effective period in Salesforce? |
1 Day |
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Cloudy Computing has two distinct teams for selling products and services. Each team follows a different set of steps, and collects different information during the sale. What features in Salesforce will best support this situation |
Create a sales process, page layout, and record type for each team |
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What are the three access levels you can grant to Report and Dashboard folders? |
Editor Access Viewer Access Manager Access |
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Cloudy Computing would like to perform a backup of all internal systems every week. What feature could be used to ensure that Salesforce is backed up every week? |
Data Export Service |
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Cloudy Computing generates Leads from various sources such as web-to-lead, inbound sales calls and telemarketing. Leads should follow a qualification process that is dependent on where the Lead originated. How can this be achieved in Salesforce? (Choose 3) |
Record Types Lead Processes Lead Status Picklist Field |
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When should you consider using the Data Import Wizard over the Data Loader? |
You require some deduplication |
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When a Lead is converted, which object can be optionally created? |
Opportunity |
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In Lightning Experience, what are some of the filtering options available in group feeds? |
All Updates Unread Posts Unanswered Questions |
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Workflow supports 4 actions |
Create Tasks Send Emails Field Updates Outbound Messages |
