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10 Cards in this Set
- Front
- Back
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Which schedule type can be defined for a product? Choose 2
A. Revenue B. Quantity C. Forecast D. Production |
A. Revenue
B. Quantity |
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How can a sales user relate an opportunity to a campaign? Choose 2 answers
A. Use the campaign influences related list on the opportunity B. Select the campaign record type when creating the opportunity C. Select the primary campaign source for the opportunity D. Use the campaign hierarchy related list on the opportunity |
A. Use the campaign influences related list on the opportunity
C. Select the primary campaign source for the opportunity |
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Universal Containers set the Organization-Wide Defaults for accounts to public read/write. The sales management team is importing a new set of account records and needs to limit access to them. Access should be restricted to the account owner and members of a public group. How can this be accomplished?
A. Create a sharing rule to grant access to members of the public group. B. Manually share each account record with members of the public group. C. Update the organization-wide defaults for accounts to private and create a sharing rule for the group. D. Upgrade the role hierarchy and assign members of the group to a role at the top of the hierarchy. |
C. Update the organization-wide defaults for accounts to private and create a sharing rule for the group.
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Universal Containers is capturing a percentage discount directly on an opportunity record. Sales management needs to include the discounted opportunity amount in pipeline reports. How can the system administrator make the discounted amount available?
A. Create a formula field to calculate the discounted amount. B. Create an auto-number field to calculate the discounted amount. C. Create a cross object formula field to calculate the discounted amount. D. Create a roll-up summary field to calculate the discounted amount. |
A. Create a formula field to calculate the discounted amount.
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Which setting can a system administrator control in the Salesforce user interface? Choose 3
A. Enable enhanced list views B. Enable hover details C. Enable spell checker D. Enable Chatter for specific users E. Enable customizable recent items |
A. Enable enhanced list views
B. Enable hover details C. Enable spell checker |
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Sales Managers need to view and report on sales revenue across an entire company without having access to a custom object that tracks personal time-off requests. Which permission should a system administrator enable in a custom profile to meet this requirement in a private sharing model?
A. Read for Accounts B. View All for Opportunities C. View All Data D. Read for Opportunities |
B. View All for Opportunities
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Universal Containers has set the organization-wide default settings for accounts to private. Amy and Bob are on separate sales teams, but are assigned to the same role in the hierarchy. Amy is a member of the "Sales West" public group and needs access to all accounts owned by Bob, a member of the "Sales East" group. How would an administrator grant Amy access to only Bob's accounts?
A. Add Amy to the "Sales East" public group B. Create a sharing rule between the "Sales West" and "Sales East" Public groups C. Add Amy to Bob's default account team D. Add Amy to the role above Bob in the role hierarchy |
C. Add Amy to Bob's default account team
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Which record type can be updated when converting a lead? Choose 2
A. An existing opportunity record B. An existing custom object record C. An existing account record D. An existing contact record |
A. An existing opportunity record
C. An existing account record |
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A user profile has login hour restrictions set to Monday through Friday, 8am to 5pm. The user logged in at 4:30 pm on a Tuesday and it is now 5:01pm. Which behavior of the application should the user expect?
A. The user will be able to continue working and start new sessions B. The user will be logged out and any unsaved work in progress will be saved C. The user will be able to continue working, but will be unable to start any new sessions D. The user will be logged out and any unsaved work in progress will be lost |
D. The user will be logged out and any unsaved work in progress will be lost
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Which functionality is available when customizing tasks? Choose 2
A. Roll-up summary fields can be created for tasks B. Record types can be created for tasks C. Recurring tasks can be assigned to more than one user D. Validation rules can be created for tasks |
B. Record types can be created for tasks
D. Validation rules can be created for tasks |
