58 Questions
Which two objects are customizable in the Stage Setup Flow? (Select 2 answers)
Leads
What should the administrator do to control Delete access for users in a specific permission set group?
Create a new permission set that has Delete access deselected for the objects
How should an administrator share all cross-sell opportunities with a team of subject matter experts in a private organization?
Add the subject matter experts to a public group and give them access with a criteria-based sharing rule
Which two components should an administrator use to include a filtered component and a quick way to update Account status in a Case Lightning record page?
Rich text
What dashboard component will effectively show the total sales for the year and the progress to the enterprise sales goal as a single value?
Gauge
Which feature should the administrator use to give credit to Opportunity team members based on the level of effort contributed to each deal?
Splits
To ensure a system field is filled in on every Invoice record, how should an administrator meet this requirement?
Define an approval process for the field
How can an administrator respond quickly to customer queries by providing the top troubleshooting tips?
Auto-Response Rules
What should the administrator configure to provide appropriate access to shoe records for the sales manager and their team?
Folder Access
Which three password policies should an administrator configure?
Number of days until expiration
Which two steps should an administrator do to prevent users from selecting a style on a record in Cloud Kicks?
Select the 'Choose only one value' checkbox on the picklist field
When scheduling data backups using the data export service, what two considerations should the administrator remember?
Metadata backups are limited to sandbox refresh intervals
How should an administrator make pages more dynamic and easier to use for users at Cloud Kicks?
Add component visibility filters to the components
Where should the screen flow created by the Cloud Kicks administrator to assist service reps be distributed?
Lightning Page
When attempting to log in to Data Loader, what prompts will users encounter if assigned a permission set group with two-factor authentication for user interface logins?
Users need to download and install an authenticator app on their mobile device
How should the administrator at Universal Containers configure different fields required by the sales and service teams?
Create three record types, each with 2 page layouts
When creating a validation rule at Northern Trail Outfitters, which two functions should the administrator use?
Error condition formula
How should the administrator at Cloud Kicks provide proper access to the Lead object for the support team when they currently do not have access?
Configure permission sets
Who is able to change ownership on multiple cases at Cloud Kicks when a customer success agent is going on leave?
A user with the Manage Cases permission
How can the administrator make a custom quick action on Account available on the Salesforce mobile app for Northern Trail Outfitters?
Include the action in the Salesforce Mobile Navigation menu
Which tool should an administrator use at Ursa Major Solar to surface important values based on the stage of the opportunity?
Path Key Fields
What tool should the administrator use to automate a field update on the account at Cloud Kicks when the support agent changes the status to 'Audited'?
Flow Builder
How can the administrator automate the manual task of applying discounts to related opportunity products at Cloud Kicks?
Flow Builder
Why are the support reps at Cloud Kicks unable to see the 'Closed' option in the Case Status picklist?
The Case record type is missing 'Closed' as a picklist value
What should the administrator consider regarding the Contact Hierarchy at Northern Trail Outfitters?
Contacts displayed in the Contact Hierarchy are limited to record-level access by user
How can the administrator at Ursa Major Solar accommodate different business hours for reps on Pacific Time and Eastern Time?
Create one set of business hours per time zone
How should the administrator at Universal Containers display different Lightning pages for Accounts viewed in the Sales Console and Service Console?
Assign Lightning pages as app default
How can the administrator at Universal Containers grant read/write access to lead engineers for all new cases referencing a new product?
Create a user-based sharing rule and an ad-hoc case team
What tools should be used to undo an import of records into an object at Ursa Major Solar?
Mass Delete Records
What will happen to a scheduled Chatter post at Universal Containers if the job posting status is updated to Interviewing?
The pending Chatter post will be canceled
How can the administrator calculate the revenue generated for each marketing campaign at Northern Trail Outfitters?
Design a standard Campaign report and add the value Won Opportunities in Campaign field
What steps should an administrator take to try out an app from the AppExchange at Cloud Kicks to ensure it meets the organization's needs?
Download into a Trailhead Playground
What should the administrator configure to help sales reps prioritize and close more deals at Ursa Major Solar?
Einstein Opportunity Scoring
Which features should the administrator use to ensure consistent picklist values in the Category field on Accounts and Cases at Dream House Realty?
Global picklist
What should the administrator configure for AW Computing sales teams to collaborate more effectively with the same customer?
Enable account teams and show the users how to set up a default account team
How should the administrator place a custom text area field in the highlights panel for service reps at AL?
Drag the field to the highlights panel from the page layout editor
Which two automated actions are available to be added as part of the approval process for time off requests at Cloud Kicks?
Email Alert
How should an administrator meet the requirement of finding documentation and similar cases more efficiently for support agents at Cloud Kicks?
Direct users to Global Search to look for similar cases.
How should the administrator help the user log into Salesforce if the user has been locked out?
Reset password on the user's record detail page.
How can an administrator require the Amount field during the negotiation stage for sales users but allow their managers to make changes at Cloud Kicks?
Configure a validation rule to meet the criteria.
How can an administrator troubleshoot the issue where a Sales user cannot add new Campaign Members or update Member Statuses for an upcoming networking event?
Create a permission set to allow the user to edit Campaign Members.
What automation tool best accomplishes sending off client welcome tasks and a welcome email to the primary contact once an opportunity is closed at AW Computing?
Process Builder
What should the administrator do to identify the problem when a flow automatically sets field values but is not working properly at Northern Trail Outfitters?
Use the native debug feature in the Flow Builder.
What should the administrator create at Ursa Major Solar to restrict employees from posting updates, and only allow the employee engagement committee to post?
Chatter Broadcast Group
When users log in to Salesforce via the user interface, which settings does the system check for authentication?
The user's Two-Factor Authentication for User Interface Logins permission
Which type of field should an administrator create to display the data in the Industry field on the Account object on the Opportunity at Cloud Kicks?
Cross-object formula field
How should the administrator configure Salesforce to capture the expiration date of the warranty for panels installed by Ursa Major Solar?
Include the warranty Expiration Date field on the mobile page layout.
How should the administrator provide a summary of the org's security health during the security audit at Universal Containers?
Download the last six months of user login data.
Which Salesforce feature should the administrator use to categorize accounts into small, medium, and large based on dollar value for a report at Cloud Kicks?
Bucket Column
How should the administrator configure Salesforce at Ursa Major Solar to transfer unassigned cases from VIP customers to service representatives within 5 hours?
Assignment Rules
What should the administrator do to ensure that custom picklist field values on Leads are populated on the Contact at Cloud Kicks?
Map the picklist field on the Lead to the Contact.
How should the administrator configure Salesforce at Universal Containers to satisfy the management's request of having Lead's Product Category information be populated on the Opportunity upon lead conversion?
Map the lead custom field to the product's product category field.
What type of relationship should the administrator create between Shipments and Accounts at Cloud Kicks, so that when an Account is deleted, the Shipments remain?
Shipments should have a lookup to Account.
What should the administrator be aware of before changing the data type of an auto number to a text field?
Existing field values will remain unchanged.
How should the administrator show only the necessary question on a screen flow with two questions at Cloud Kicks?
Use conditional visibility to hide the unnecessary question.
How should the administrator change the owner of a case that has been open for more than 7 days at Cloud Kicks?
Escalation Rules
Which options will meet the requirement of showing different picklist values for sales and marketing users at Cloud Kicks?
Two page layouts, one record type, two picklists
Which automation tool should an administrator use to simplify the Account creation process at Cloud Kicks, as requested by the business development team?
Flow Builder
Study Notes
Salesforce Administration
- Approval Process: Two automated actions available are Field Update and Email Alert.
- Knowledge: Configure Knowledge with articles and data categories to efficiently find resources and solve customer cases.
User Management
- Login History: System checks for IP address restrictions, Two-Factor Authentication for User Interface Logins permission, and login hours restrictions when users log in via the user interface.
- Password Policies: Configure prohibited password values, password complexity requirements, and maximum invalid login attempts to ensure secure passwords.
Objects and Fields
- Custom Fields: Ensure the Market Segment field on the Lead is mapped to the correct field on Account when a Lead is converted.
- Field Update: Use a formula field to fill in the field for managers or create a formula field to display a value based on another field.
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Master-Detail Relationship: Characteristics include:
- Each object can have multiple master-detail relationships.
- The master object can be a standard or custom object.
- The owner field on the detail records is the owner of the master record.
- Roll-up summaries are supported in master-detail relationships.
Reports and Dashboards
- Bucket Column: Use a bucket column to categorize accounts into small, medium, and large based on the dollar value found in the corresponding field.
Automation
- Process Builder: Use Process Builder to automate a simple field update, such as updating the Audited Date field on the account with today's date when a support agent changes the status.
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Flow Builder: Use Flow Builder to:
- Automate a field update, such as updating the Warranty Expiration Date field.
- Send off client welcome tasks and a welcome email to the primary contact when an opportunity is closed won.
- Automate deleting records based on field values.
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Validation Rule: Use a validation rule to:
- Ensure the Amount field is required for sales users during the negotiation stage.
- Restrict users from selecting a value on a record.
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Escalation Rules: Use escalation rules to:
- Automate transferring ownership of a case when it has been open for more than 7 days.
- Assign cases to service representatives within 5 hours.
Security and Access
- Permission Sets: Use permission sets to provide users with specific permissions, such as the ability to edit campaign members.
- Record Types: Use record types to display different fields and page layouts to users based on their role.
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Page Layouts: Use page layouts to:
- Display dynamic and relevant information to users.
- Hide unnecessary fields and components.
Data Management
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Data Export Service: Use the data export service to backup data, considering metadata backups and data export service limitations.
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Data Protection and Privacy: Enable data protection and privacy to track data privacy information, available on the Individual field on Account and User page layouts.### Salesforce Administration
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To satisfy the requirement of giving two lead engineers read/write access to all new cases that reference a new product, an administrator should create a user-based sharing rule and an ad-hoc case team.
Data Import and Export
- To undo an import of records into an object, an administrator should use the Data Loader and Mass Delete Records tools.
Process Automation
- A scheduled process action that sends a Chatter post to a department VP in 30 days if a job posting is still open and the status is not equal to "Interviewing" will be canceled if the job posting status is updated to "Interviewing" before the 30 days.
Reporting and Analytics
- To calculate revenue generated for each marketing campaign, an administrator should design a standard Campaign report and add the value "Won Opportunities" in the Campaign field.
AppExchange and Trailhead
- To try out an app from the AppExchange, an administrator should suggest installing the app in a sandbox or downloading it into a Trailhead Playground.
Sales and Opportunity Management
- To help sales reps prioritize and close more deals, an administrator should configure Einstein Opportunity Scoring.
Picklist Management
- To use consistent picklist values in the Category field on Accounts and Cases, an administrator should use Custom picklist and Global picklist features.
Team Collaboration and Account Management
- To make it easier for teams to collaborate with the same customer, an administrator should enable account teams and show users how to set up a default account team.
Custom Fields and Page Layout
- To make a custom text area field appear in the highlights panel, an administrator should create a custom compact layout from the Account object manager.
Object Customization
- The Stage Setup Flow can be customized for the Opportunities and Leads objects.
Sales Process and Guided Selling
- To ensure sales reps fill out required fields on an opportunity record, an administrator should use validation rules, mark fields required on the page layout, and configure guided selling.
Permission Sets and Access Control
- To prevent users in a permission set group from deleting records, an administrator should create a new permission set that has Delete access deselected for the objects.
Opportunity and Team Collaboration
- To share cross-sell opportunities with a team of subject matter experts, an administrator should add the subject matter experts to a public group and give them access to the records with a criteria-based sharing rule.
Lightning Record Pages and Components
- To improve the Case Lightning record page, an administrator should use a filtered component to display a message in bold font when a Case is saved as a critical record type and a quick action to update the Account status from the Case layout.
Dashboard and Visualization
- To visualize enterprise sales across different teams, an administrator should use a gauge dashboard component to show the total sales for the year and the progress to the enterprise sales goal.
Opportunity Team Management
- To give credit to Opportunity team members based on the level of effort contributed, an administrator should use the Splits feature.
Process Automation and Field Requirements
- To ensure a system field is filled in on every Invoice record, an administrator should define an approval process for the field.
Customer Service and Response
- To provide the top five troubleshooting tips to help solve a customer's issue, an administrator should suggest using Auto-Response Rules.
Organization-Wide Defaults and Access Control
- To provide access to shoe records for all sales reps on a team, an administrator should configure Folder Access, Role Hierarchy, and Field-Level Security.
Test your knowledge of Salesforce administration, including approval processes, knowledge configuration, user management, and password policies.
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