SF1

Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and wants to share all cross-sell opportunities with a team of subject matter experts in their organization. The company has different roles, and the organization-wide default for Opportunity is set to Private. How should the administrator accomplish this?

Cloud Kicks has the organization-wide sharing default set to private on the Shoe object. The sales manager should be able to view a report containing shoe records for all of the sales reps on their team. Which three items should the administrator configure to provide appropriate access to the report?

Cloud Kicks needs to be able to show different picklist values for sales and marketing users. Which two options will meet this requirement?

A sales rep at Ursa Major Solar is running monthly networking events and wants to report on Campaign ROI by month and series. How should the administrator configure the Campaign for simplified reporting?

Northern Trail Outfitters wants emails from customers to automatically create cases routed to the correct queue. What is the best configuration?

Northern Trail Outfitters hires interns to enter Leads and wants to differentiate those new records. What approach should the administrator take?

An administrator at DreamHouse Realty needs to create customized pages for the Salesforce mobile app. Which 2 types of pages could an administrator build and customize using the Lightning App Builder?

Cloud Kicks wants to track shoe designs by products because there can be multiple designs for one product across various stages. They need to know how many designs have been created for a given product on the product record. Which two steps should the administrator configure to meet this requirement?

Cloud Kicks has a customer success agent going on leave and needs to change ownership on multiple cases. Which two users are able to fulfill this request?

Cloud Kicks wants users to only be able to choose Opportunity stage 'closed won' if the Lead source has been selected. How should the administrator accomplish this goal?

Ursa Major Solar enforces a specific path for Cases. How can the administrator prevent agents from reverting a case to a previous status?

A support team needs access to the Lead object to follow up with prospects. Current setup does not allow access. How should the administrator grant the required access?

DreamHouse Realty holds open houses for houses and condominiums, with extra steps for condominiums involving homeowners' association approvals. What is the most streamlined configuration?

The Support team at Ursa Major Solar occasionally views shipments from an application external to Salesforce. What is the best way to configure the UI to allow for this.

A. Filter by a single shipment record type in the list view. B. Add the Manage List Views permission for support users. C. Use external objects and add a custom tab to the Support App for support agents. D. Split views are only available on standard objects.

At Universal Containers, users would like to be able to share Salesforce records with other members of their team, while collaborating around general topics as well. Which are two considerations for enabling this functionality. Choose 2 answers.

The administrator for Cloud Kicks has created a screen flow to help service reps ask the same set of questions when customers call in with issues. This screen should be visible from cases. How should the screen flow be distributed?

Ursa Major Solar classifies its accounts as Silver, Gold, or Platinum Level. When a new case is created for a Silver or Gold partner, it should go to the Regular Support Queue. When an account is Platinum Level, it should automatically go to the Priority Support Queue. What should the administrator use to achieve this?

The administrator at Universal Containers has a screen flow that helps users create new leads. When Lead Source is "Search Engine", the administrator needs to require the user to choose a specific search engine from a picklist. If Lead Source is not “Search Engine", this picklist should be hidden. What is the most efficient way for the administrator to complete this requirement?

Sales reps miss key fields when filling out an opportunity record through the sales process. Reps need to move forward in stages but are unable to enter a previous stage. Which three options should the administrator use to address this need? Choose 3

Which two elements are required when configuring a validation rule? Choose 2.

When a sales rep clicks a button on an opportunity, a simple discount calculator screen should be launched. Which automation tool should an administrator use to build this discount calculator screen?

The sales director at Cloud Kicks wants to be able to predict upcoming revenue in the next several fiscal quarters. Which configuration should the administrator make? Choose 2.

Universal Containers has two different Sales teams. Each team has their own role in the hierarchy, but both roles are subordinates of the same Manager role. The Administrator wants to allow the users on each team to view the other's records. Which type of sharing should be used?

An administrator at DreamHouse Realty wants an easier way to assign cases based on agent capacity and skill set. What is the best solution?

The Ursa Major Solar administrator is editing the page layout for a new custom object. A text area field is accidentally removed from the page layout, and it needs to be restored to the page layout. What is the efficient approach to get it back quickly? Choose 2.

An administrator at Universal Containers has been asked to prevent some users from accessing Salesforce from outside of their network. Which configuration should the administrator make? Choose 2.

DreamHouse Realty wants to allow agents to send emails from the Contact record in Salesforce. However, the administrator needs to prevent the agents from sending mass emails. Which configuration should the administrator make?

The administrator at Cloud Kicks needs to ensure that all users, regardless of their profile, use a consistent footer in emails they send from Salesforce. Which configuration should the administrator make?

An employee at Ursa Major Solar has left the company. The administrator has deactivated the user's account but wants to retain the user's data for reporting purposes. What should the administrator do?

The service manager at Cloud Kicks wants to track how long support agents are actively working on cases. Which two options should the administrator use to meet this requirement?

An administrator at Universal Containers has been asked to configure Salesforce to automatically create a task for the account owner when a new high-priority case is created. How should the administrator accomplish this?

A sales manager at Ursa Major Solar wants to receive a notification in Salesforce whenever a new opportunity is created in their territory. What is the most efficient way for the administrator to meet this requirement?

The service team at Cloud Kicks wants to ensure that all high-priority cases are addressed within two hours of creation. If a case is not addressed within that timeframe, it should be automatically escalated to a service manager. Which feature should the administrator use to meet this requirement?

An administrator at DreamHouse Realty wants to create a custom report that shows the average number of days it takes to close an opportunity, broken down by sales rep. Which report type should the administrator use to create this report?

The sales team at Northern Trail Outfitters wants to track the different types of interactions they have with leads, such as phone calls, emails, and meetings. How can the administrator best capture this information in Salesforce?

Universal Containers wants to ensure that all users enter a valid email address when creating a new contact record. Which feature should the administrator use to meet this requirement?

An administrator at Cloud Kicks wants to automatically send an email to new customers when their account is created. Which feature should the administrator use to meet this requirement?

The marketing team at Ursa Major Solar wants to track the source of each lead to determine which marketing campaigns are most effective. Which feature should the administrator use to meet this requirement?

An administrator at DreamHouse Realty wants to ensure that all high-priority cases are escalated to the appropriate support manager within one hour. Which feature should the administrator use to meet this requirement?

Universal Containers wants to create a custom object to track customer feedback and satisfaction. Which feature should the administrator use to meet this requirement?

An administrator at Northern Trail Outfitters has been asked to create a new user in Salesforce. Which three pieces of information are required to create a new user?

Cloud Kicks requires that all Account records include a billing address before an Opportunity can be created. What Salesforce feature should the administrator utilize to enforce this?

An administrator at Ursa Major Solar wants to automatically assign tasks to the sales rep responsible for each account when a new opportunity is created. Which feature should the administrator use to meet this requirement?

DreamHouse Realty needs to analyze the number of days required to close an opportunity and identify any inefficiencies in their sales cycle. Which feature should be used to meet requirements?

Universal Containers wants to ensure that all high-value opportunities are reviewed and approved by the sales manager before progressing to the 'Closed Won' stage. Which feature is most suitable for this?

An administrator at Northern Trail Outfitters is asked to automatically update the 'Lead Source' field on the Contact record when a Lead is converted. What Salesforce feature supports this?

Cloud Kicks wants to require all support Cases to have a Subject entered before the record can be saved. What feature should the administrator implement?

Ursa Major Solar wants to automatically send a welcome email to every new customer immediately after their Account record is created. What Salesforce feature should an administrator use?

DreamHouse Realty needs to measure which marketing campaigns are most effective at generating leads. Which feature should administrator use?

Universal Containers has a requirement that all Opportunities include a selected product line before the record can be moved to the 'Closed Won' stage. Which Salesforce feature should be implemented?

Northern Trail Outfitters wants to automatically update the rating on an Account based on the number of closed won opportunities associated with that account. Which automation tool should the administrator use?

Cloud Kicks requires that all support cases are assigned to a support agent within 30 minutes of the case being created. Which feature should the administrator configure to meet this requirement?

Ursa Major Solar wants to track the number of support cases opened by each customer and also identify any recurring issues that are generating these cases. Which reporting solution should the administrator implement?

DreamHouse Realty wants to ensure that all Leads have both a valid email address and a phone number before a sales rep can contact them. Which Salesforce feature should an administrator use to enforce this?

Universal Containers wants the Opportunity Stage to automatically update when the Close Date is reached. For example, if the Close Date passes without the Opportunity being closed, the Opportunity Stage should be updated to 'Expired'. Which automation tool should be used?

Northern Trail Outfitters wants to ensure that all Accounts have a primary Contact specified before an Opportunity can be created for that Account. How can an administrator enforce this?

DreamHouse Realty wants to make sure when new high-value opportunities are created, a task is assigned to the sales manager to review the opportunity. What is the best way to create this automation?

Ursa Major Solar wants to measure which marketing campaigns are generating the most opportunities from converted leads. Which feature will help them get this information?

DreamHouse Realty wants all opportunities to have a probability greater than 50% before they’re moved to the ‘Closed Won’ stage. What Salesforce feature should be used to configure this?

An administrator at Universal Containers wants to automatically update the account industry field based on the industry selected on the related contact records. Which tool should the admin implement?

Northern Trail Outfitters wants to ensure that when cases are created, they are automatically assigned to support agents based on skill set. Which Salesforce feature satisfies this requirement?

Cloud Kicks wants to track the average time it takes to resolve support cases and identify areas for potential improvements. Which Salesforce feature should the administrator utilize?

Ursa Major Solar wants to enforce a requirement that all Leads must have a valid Company Name entered before they can be converted to Accounts. How can the administrator configure this?

Dreamhouse Realty wants to automate sending follow-up emails to customers who have not responded to an initial email within 3 days. What is the best way to automate this?

Universal Containers requires that all Opportunities have a Contact Role assigned before the Opportunity can be moved to the Closed Won stage. Which Salesforce feature should the administrator use to enforce this?

Universal Containers utilizes multiple record types within the Opportunity object. The Sales team uses a different record type than the Service team. How can an administrator ensure that reports only display relevant fields for each team?

Cloud Kicks has a complex sales process that requires multiple stages and approvals. They want to ensure that sales reps follow the correct steps and provide all necessary information at each stage. Which solution should the administrator use?

An administrator wants to give a specific group of users access to records they do not own, which are usually kept private. What is the MOST secure way to provide access to these records?

Ursa Major Solar wants to enable its sales team to quickly create and send quotes to customers directly from the Opportunity record. Which feature should the administrator configure?

Cloud Kicks uses a custom object to track customer feedback. They want to automatically notify the account owner when new feedback is submitted for their account. Which automation tool should the administrator use?

Northern Trail Outfitters needs to create a report that shows the total value of all opportunities closing this quarter, grouped by sales rep and product family. Which report type should the administrator use?

DreamHouse Realty's sales team wants to see a visual representation of their opportunities in a Kanban board format. Which Salesforce feature should the administrator configure?

An administrator at Universal Containers needs to create a custom field on the Account object that calculates the total value of all closed won opportunities. Which type of custom field should they use?

Cloud Kicks has a team of sales reps who often work offline. Which feature should the administrator configure to allow them to access and update Salesforce data while offline?

Northern Trail Outfitters wants to standardize the process for creating new accounts. They want to use a guided process with clear steps and prompts. Which feature should the administrator use?

Cloud Kicks needs to be able to show different picklist values for sales and marketing users. Which options will meet this requirement?

A sales rep at Ursa Major Solar has launched a series of networking events. They are hosting one event per month and want to be able to report on Campaign ROI by month and series. How should the administrator set up the Campaign to simplify reporting?

Northern Trail Outfitters wants emails received from customers to generate cases automatically. How should the administrator ensure that the emails are sent to the correct queue?

Northern Trail Outfitters has hired interns to enter Leads into Salesforce and has requested a way to identify these new records from existing Leads. What approach should an administrator take to meet this requirement?

An administrator at DreamHouse Realty needs to create customized pages for the Salesforce mobile app. Which two types of pages could an administrator build and customize using the Lightning App Builder?

Cloud Kicks wants to track shoe designs by products because there can be multiple designs for one product across various stages. They need to know how many designs have been created for a given product on the product record. Which two steps should the administrator configure to meet this requirement?

Cloud Kicks has a customer success agent going on leave and needs to change ownership on multiple cases. Which two users are able to fulfill this request?

Ursa Major Solar has a path on Case. The company wants to require its users to follow the status values as they are on the path. Agents should be prohibited from reverting the Case back to a previous status.

A team of support users at Cloud Kicks is helping inside sales reps make follow-up calls to prospects that filled out an interest form online. The team currently does not have access to the Lead object.

DreamHouse Realty regularly holds open houses for the selling of both houses and condominiums. For condominium open houses, there are a few extra steps that need to be taken. Agents need to be able to submit requests and receive approvals from the homeowners' association.

The Support team at Ursa Major Solar occasionally views shipments from an application external to Salesforce.

At Universal Containers, users would like to be able to share Salesforce records with other members of their team, while collaborating around general topics as well.

The administrator for Cloud Kicks has created a screen flow to help service reps ask the same set of questions when customers call in with issues. This screen should be visible from cases.

Ursa Major Solar classifies its accounts as Silver, Gold, or Platinum Level. When a new case is created for a Silver or Gold partner, it should go to the Regular Support Queue. When an account is Platinum Level, it should automatically go to the Priority Support Queue.

The administrator at Universal Containers has a screen flow that helps users create new leads. When Lead Source is "Search Engine", the administrator needs to require the user to choose a specific search engine from a picklist. If Lead Source is not “Search Engine", this picklist should be hidden.

Sales reps miss key fields when filling out an opportunity record through the sales process. Reps need to move forward in stages but are unable to enter a previous stage.

An administrator at Northern Trail Outfitters is creating a validation rule.

When a sales rep clicks a button on an opportunity, a simple discount calculator screen should be launched.

The sales director at Cloud Kicks wants to be able to predict upcoming revenue in the next several fiscal quarters so they can set goals and benchmark how reps are performing.

Universal Containers has two sales teams, sales team A and sales team B. Each team has their own role in the role hierarchy. Both roles are subordinates of the same Manager role.

An administrator at DreamHouse Realty wants an easier way to assign cases based on agent capacity and skill set.

The Ursa Major Solar administrator is editing the page layout for a new custom object. A text area field is accidentally removed from the page layout, and it needs to be restored to the page layout.

An administrator at Universal Containers has been asked to prevent some users from accessing Salesforce from outside of their network.

DreamHouse Realty wants to allow agents to send emails from the Contact record in Salesforce. However, the administrator needs to prevent the agents from sending mass emails.

The administrator at Cloud Kicks needs to ensure that all users, regardless of their profile, use a consistent footer in emails they send from Salesforce. How can this be accomplished?

An administrator at Northern Trail Outfitters has been asked to create a new user in Salesforce. Which three pieces of information are required to create a new user?

Cloud Kicks wants to ensure that all accounts have a billing address before an opportunity can be created. Which feature should the administrator use to meet this requirement?

Ursa Major Solar notices declining cross-sell deals and wants subject matter experts to access all cross-sell opportunities. Opportunity org-wide default is Private. What should the administrator do?

Cloud Kicks has the organization-wide sharing default set to private on the Shoe object. The sales manager needs to be able to view a report containing shoe records for all of the sales reps on their team. Which three configurations should the administrator take to provide access to the report?

Cloud Kicks requires different picklist values for sales and marketing users. Which two options will meet this requirement?

A sales rep at Ursa Major Solar launched networking events monthly and wants to report on Campaign ROI by month and series. How should the administrator configure the Campaign?

Northern Trail Outfitters wants emails from customers to automatically generate cases routed to the correct queue. How should the administrator ensure that the emails are sent to the correct queue?

Northern Trail Outfitters hired interns to enter Leads and wants to distinguish them from others. What approach should the administrator take?

Cloud Kicks wants to track shoe designs by products, allowing multiple designs per product. How can the administrator accomplish this on the product record?

Ursa Major Solar requires users to follow the status values on the Case path. How can the administrator prevent agents from reverting a Case back to a previous status?

A support team at Cloud Kicks needs Lead object access for prospect follow-ups. Currently, they lack access. What should the administrator configure?

DreamHouse Realty needs to track open houses for houses and condominiums, with extra homeowners' association approval steps for condominiums. What is the streamlined setup?

The support team at Ursa Major Solar views shipments from an external application. What is the best method?

At Universal Containers, users want to share records with team members and collaborate on general topics. How should the administrator configure this?

The administrator for Cloud Kicks created a screen flow to help service reps ask the same questions when resolving cases. Where should the admin place the screen for optimal visibility?

Ursa Major Solar classifies accounts as Silver, Gold, or Platinum. Silver/Gold cases go to Regular Support, Platinum to Priority Support. What configuration supports this?

Universal Containers has a screen flow for leads. If Lead Source is 'Search Engine', require a specific search engine picklist; otherwise, hide it. How should the administrator achieve this?

Sales reps miss key fields filling out Opportunity records. Reps need to move forward but cannot return to previous stages. Which configuration addresses this?

An administrator at Northern Trail Outfitters is creating a validation rule. Which two elements are required when configuring a validation rule?